Private Placement Checklist

Private Placement Checklist is a skill for Claude Code, Codex from zgbrenner/agentcounsel. It costs 66 tokens per session (2,679 once invoked), scanned A, original, MIT.

A pre-closing checklist for a private placement, meaning a securities sale that is not offered broadly to the public. It covers investor checks, required documents, warning signs involving certain participants, and possible federal and state filings for attorney review.

In plain words
What is it for?
It helps deal teams organize a Regulation D or Section 4(a)(2) offering before signing or closing, including investor verification, bad-actor checks, legends, Form D, and state blue-sky filings.
Why use it?
It turns the many diligence, verification, disclosure, and filing tasks in a private offering into a trackable workstream. It does not choose the legal exemption or approve the sale.

Skill for Claude CodeCodex

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

Good fit It helps deal teams organize a Regulation D or Section 4(a)(2) offering before signing or closing, including investor verification, bad-actor checks, legends, Form D, and state blue-sky filings.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zgbrenner/agentcounsel/private-placement-checklist
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 private-placement-checklist
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 Private Placement Checklist

README.md
[![agentmods](https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/private-placement-checklist/github.svg)](https://agentmods.dev/skills/zgbrenner/agentcounsel/private-placement-checklist)
Your own site
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/private-placement-checklist"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/private-placement-checklist/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 Private Placement Checklist

Your own site · 80×15
<a href="https://agentmods.dev/skills/zgbrenner/agentcounsel/private-placement-checklist"><img src="https://agentmods.dev/badge/skills/zgbrenner/agentcounsel/private-placement-checklist.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 66 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,679 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 $0.00066 $0.02679
Opus 5 $0.00033 $0.01340
Sonnet 5 $0.00013 $0.00536
Haiku 4.5 $0.00007 $0.00268

Measured 9d ago against content hash 41b407deb1fb, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

Private Placement Checklist 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/private-placement-checklist/SKILL.md · 131 lines

How it starts

The opening of the file, as written. The whole thing — 131 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Private Placement Checklist

Purpose

Build a source-grounded pre-closing checklist for a Reg D 506(b) or 506(c) (or §4(a)(2)) private placement, covering the diligence, verification, documentation, and tracking workstreams that must be in place before the offering can close. The skill organizes the workstream; the attorney closes each item. This skill provides draft work product for attorney review only and is not legal advice.

Use When

  • A private placement is contemplated or in progress and the deal team needs the pre-closing workstream organized.
  • Counsel has selected a candidate exemption path (typically 506(b) or 506(c)) and the diligence and documentation universe needs to be tracked.
  • The user wants to confirm completeness of a private-placement closing record before signing or closing.

Required Inputs

  • Jurisdiction and governing law, or [verify jurisdiction].
  • Candidate exemption path: 506(b), 506(c), §4(a)(2), Reg S concurrent, or other — provided by counsel; this skill does not select the path.
  • Issuer profile (entity form, capitalization, prior offerings).
  • Security type, offering size, and structure.
  • Marketing posture (general solicitation Y/N, channels).
  • Investor mix (accredited, sophisticated non-accredited, QIB) and contemplated verification method (for 506(c) paths).
  • Placement-agent / broker-dealer / finder facts.
  • Bad-actor "covered persons" universe.
  • States in which sales will occur.
  • Closing timeline [deadline verification required].

If core gating inputs are missing, stop substantive analysis and return an intake gap list.

Do Not Use When

  • The user asks for the exemption path to be chosen (route to securities-exemption-issue-spotter).
  • The user asks for a final filing decision, a final exemption-availability conclusion, or approval to commence solicitation or sales.
  • The user asks the model to verify any individual investor's accredited-investor status, to conclude that bad-actor diligence is sufficient, or to compute any Form D or state-filing deadline.

Read the full file on GitHub · 131 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 · 131 lines · 66 tokens per session scan A 41b407deb1fb

Subscribe to this mod's changes

Private Placement Checklist is a skill published in the GitHub repository zgbrenner/agentcounsel (19 stars, last pushed 1mo ago), licensed MIT. It adds 66 tokens to every session and 2,679 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