Skill Claude CodeCodex
Drafts an intercreditor agreement from source documents, using bracketed drafting notes for unresolved points and producing a closing issues memo that flags open issues and possible resolutions.
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Skill Claude CodeCodex
Drafts an intercreditor agreement from source documents, using bracketed drafting notes for unresolved points and producing a closing issues memo that flags open issues and possible resolutions.
Skill Claude CodeCodex
Prepares a borrower-side annotated term sheet markup memo with a narrative cover memo and provision-by-provision annotations, prioritized issues, and negotiating strategy.
Skill Claude CodeCodex
Extract conditions precedent from a credit agreement, compare them against a closing checklist and supporting materials, and produce a prioritized gap analysis with remediation steps.
Skill Claude CodeCodex
Extract and analyze financial covenants from a credit agreement for acquisition diligence, including compliance status, headroom calculations, and risks affecting future flexibility.
Skill Claude CodeCodex
Extract default triggers from a credit agreement and related amendments, cross-reference them against deal materials and compliance data, and produce a structured risk report with next steps.
Skill Claude CodeCodex
Extract financial covenants from multiple commercial real estate loan documents, compare key covenant definitions across facilities, and produce a portfolio compliance summary with breach analysis and issue-spotting.
Skill Claude CodeCodex
Extracts and cross-references key terms from multiple intercreditor agreements in a Chapter 11 context, identifying conflicts, ambiguities, and bankruptcy-related enforcement issues.
Skill Claude CodeCodex
Reviews a borrower’s financial reporting package against the governing credit documentation and produces an extraction and reconciliation memo for the portfolio team, independently correcting covenant-calculation figures where supported by the documents.
Skill Claude CodeCodex
Reviews UCC filings, lien search certificates, and related documents and produces a comprehensive lien search summary report for a secured credit facility.
Skill Claude CodeCodex
Extract all reporting, notice, and certificate obligations from a credit facility's loan documents into a structured matrix with a compliance calendar and an inconsistencies log.
Skill Claude CodeCodex
Reviews corporate authorization documents for a credit facility closing across multiple entity types and jurisdictions, and prepares a structured issues memo organized by severity.
Skill Claude CodeCodex
Reviews a borrower’s periodic reporting package against the applicable credit documentation and produces an issues memo with corrected covenant calculations and next-step analysis.
Skill Claude CodeCodex
Cross-references a closing checklist against the governing credit documentation and submitted deliverables, then produces a severity-organized closing issues memo with remediation steps.
Skill Claude CodeCodex
Reviews a commitment letter package from the sponsor's perspective against the acquisition documentation and related engagement materials, and produces a prioritized issues memo identifying funding condition and flex risks.
Skill Claude CodeCodex
Reviews a compliance certificate against the governing credit documentation and financial data, independently recalculates covenant metrics, and identifies errors, omissions, and resulting defaults or notice issues with procedural next-step recommendations.
Skill Claude CodeCodex
Compares a final credit agreement against the governing deal materials and internal instructions from the borrower’s side, and produces a prioritized issue-spotting memorandum with severity classifications and recommendations.
Skill Claude CodeCodex
Reviews an officer's certificate package against the applicable credit agreement conditions precedent, identifying signatory deficiencies, stale representations, undisclosed events, and certification errors.
Skill Claude CodeCodex
Reviews a term sheet and related engagement materials for a leveraged acquisition financing from the borrower or sponsor side, and produces a prioritized issues memo with severity classifications and suggested negotiation points.
Skill Claude CodeCodex
Ensures a plan-deviation report addresses every redlined change with enforceability analysis, feasibility impact, cross-issue linkage, and an explicit Accept/Reject/Negotiate recommendation rather than limiting analysis to issues flagged in the transmittal email.
Skill Claude CodeCodex
Ensures an RSA markup analysis evaluates the economic impact of each material change, classifies each deviation against the company's stated negotiating positions, and surfaces cross-issue interaction effects that individual-issue analysis would miss.
Skill Claude CodeCodex
Ensures a plan objection analysis applies the governing legal standards to each argument with a fact-driven assessment, rather than offering only descriptive paraphrases of the objector's positions.
Skill Claude CodeCodex
Ensures a bid comparison memo evaluates financing quality, liability exclusion risks, timeline feasibility, and conflict-of-interest indicators alongside headline economics — not only the face-value bid price.
Skill Claude CodeCodex
Prepare a compliance analysis memorandum that checks distributions against governing plan requirements, tests the underlying arithmetic and allocation logic, reviews reserve mechanics, and identifies procedural follow-up items for the responsible estate personnel.
Skill Claude CodeCodex
Ensures a feasibility analysis memo tests each projection metric against historical actuals, verifies internal arithmetic, accounts for mandatory cash sweep obligations omitted from projections, and frames the analysis under the applicable plan-confirmation feasibility standard.
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