Offering Document Disclosure Review

Offering Document Disclosure Review is a skill for Claude Code, Codex from zgbrenner/agentcounsel. It costs 64 tokens per session (2,648 once invoked), scanned A, original, MIT.

A section-by-section review of a securities offering document, such as a registration statement, prospectus supplement, private placement memorandum, or offering memorandum. It identifies missing information, inconsistencies, and questions in a draft for attorney review.

In plain words
What is it for?
It helps review a new or updated offering document, including its business, financial, risk, offering, and other disclosure sections, against the issuer's profile and related filings.
Why use it?
It gives the deal team an organized list of disclosure gaps before counsel performs a deeper legal review. It does not approve the document or conclude that its disclosure is sufficient.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps review a new or updated offering document, including its business, financial, risk, offering, and other disclosure sections, against the issuer's profile and related filings.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zgbrenner/agentcounsel/offering-document-disclosure-review
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add zgbrenner/agentcounsel --skill offering-document-disclosure-review
Clone the repo
git clone --depth 1 https://github.com/zgbrenner/agentcounsel

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for Offering Document Disclosure Review

README.md
[![agentmods](https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/offering-document-disclosure-review/github.svg)](https://agentmods.dev/skills/zgbrenner/agentcounsel/offering-document-disclosure-review)
Your own site
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/offering-document-disclosure-review"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/offering-document-disclosure-review/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for Offering Document Disclosure Review

Your own site · 80×15
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/offering-document-disclosure-review"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/offering-document-disclosure-review.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 64 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,648 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00064 $0.02648
Opus 5 $0.00032 $0.01324
Sonnet 5 $0.00013 $0.00530
Haiku 4.5 $0.00006 $0.00265

Measured 9d ago against content hash 4afdc6b6fb3b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Offering Document Disclosure Review scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/securities-capital-markets/offering-document-disclosure-review/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Offering Document Disclosure Review

Purpose

Review an offering document (S-1, S-3, S-4, prospectus supplement, private placement memorandum, or offering memorandum) and surface section-by-section disclosure gaps, consistency issues, and questions for counsel. The skill records gaps and patterns; the attorney concludes adequacy. This skill provides draft work product for attorney review only and is not legal advice.

Use When

  • An offering document is in draft and the deal team needs a structured disclosure-gap pass before counsel deep-dives.
  • A prior offering document is being updated for a new offering, and the user needs section-by-section "what changed" / "what's missing" surfaced.
  • A PPM or OM is being reviewed for a private placement and the user needs disclosure consistency with the candidate exemption and any concurrent public filings.

Required Inputs

  • Jurisdiction and governing law, or [verify jurisdiction].
  • Document type (S-1, S-3, S-4, S-8, prospectus supplement, PPM, OM, other).
  • Issuer profile (reporting status, fiscal history, prior filings).
  • Offering structure (primary / secondary / mixed; underwritten / placed; shelf / standalone).
  • Document set: the offering document itself, related periodic filings, exhibits, prior offering documents, financial statements.
  • User-surfaced material developments not yet in the document (litigation, regulatory inquiry, customer loss, supply-chain disruption, cyber incident, restatement consideration, going-concern indicator).
  • Any concurrent or contemplated SEC filings or 8-K triggers.

If the document set, document type, or material-development inventory is missing, stop substantive analysis and return an intake gap list.

Do Not Use When

  • The user asks for the document to be approved or for disclosure to be characterized as adequate or complete.
  • The user asks the model to conclude that a particular omission is or is not material.
  • The user asks for a final filing decision or signing approval.
  • The substantive review of risk factors alone is needed (route to risk-factor-review); the cross-filing consistency review alone is needed (route to sec-filing-consistency-check); the comfort-backup request tracking is needed (route to comfort-backup-request-tracker).

Read the full file on GitHub · 134 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 134 lines · 64 tokens per session scan A 4afdc6b6fb3b

Subscribe to this mod's changes

Offering Document Disclosure Review is a skill published in the GitHub repository zgbrenner/agentcounsel (19 stars, last pushed 1mo ago), licensed MIT. It adds 64 tokens to every session and 2,648 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

Related

Other skills, from other repositories

fiscaliste

Fiscaliste IA pour la fiscalité personnelle des particuliers français : optimisation et déclaration de l'impôt sur le revenu, IFI, revenus du capital, revenus fonciers, equity salarial, crypto-actifs et PER. Couvre le calcul de l'IR (barème, quotient familial, décote, PAS, CEHR, revenus exceptionnels), la déclaration…

romainsimon/paperasse · 302 tokens

controleur-fiscal

Inspecteur des finances publiques IA. Simule un contrôle fiscal DGFIP complet sur les comptes d'une entreprise française (SASU, EURL, SAS, SARL). Analyse le FEC, la liasse fiscale, les charges déduites, le compte courant d'associé, la TVA, l'IS selon 8 axes de vérification. Identifie les chefs de redressement…

romainsimon/paperasse · 136 tokens

commissaire-aux-comptes

Commissaire aux comptes IA pour l'audit des comptes annuels d'entreprises françaises. Applique la démarche NEP en 7 phases : prise de connaissance, contrôle du FEC, vérification du bilan, du compte de résultat, de la balance, de la liasse fiscale, et contrôles transversaux. Émet une opinion motivée sur la fiabilité…

romainsimon/paperasse · 123 tokens

agb-bei-kreditvertraegen-verbraucherdarlehen

Für AGB bei Kreditverträgen Verbraucherdarlehen: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 49 tokens

agb-in-kapitalanlagen-effektenhandel

Für AGB in Kapitalanlagen Effektenhandel: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

Klotzkette/claude-fuer-deutsches-recht · 41 tokens

internal-controls-and-audit

Designs and tests controls over financial reporting — segregation of duties, approval limits, evidence, and preparing for audit. Use this to design controls for a process, prepare for an external audit, respond to an audit finding, set approval thresholds, or assess where a small team's segregation of duties is…

cbrock84/headcount · 67 tokens