closing-bible-archiv

What it does

The skill focuses on organizing and delivering a Closing Bible and Archive after signing/closing in a Großkanzlei Corporate/M&A context. It instructs to sort by entity, roles, deadlines, and corresponding documents, and to produce a structured Closing Bible with a Inhaltsverzeichnis, Signaturkettenprotokoll, Registerstandsnachweisen, and a Deal-Archiv. It emphasizes output in a verifiable, document-backed format, including a Fakten-Norm-Beleg-Wertung-Nächster Schritt matrix and, if needed, a written text block.

How it works

• Determine the deal context: role, phase, transaction structure, target, and recipient of the output. If missing, ask a single clarifying question; proceed with a placeholder assumption when deadline pressure exists.
• Inventory sources: list all documents with date, version, source, data-room ID, and confidentiality level; tag uploads as [Mandant], registers as [Register], primary sources as [Primärquelle], and [Modellwissen - prüfen] for model-based knowledge.
• Separate interfaces: assign items to Corporate, Commercial, Tax, Regulatory, Finance, IP/IT, HR, Litigation, Real Estate, ESG, PMO; do not mix DD findings, contractual consequences, and closing tasks in one sentence.
• Set materiality threshold: apply limits from LOI, SPA, due diligence scope or playbook; if missing, propose a qualitative traffic-light (Dealbreaker, Price/Indemnity, Signing/Closing Condition, Disclosure-only, Housekeeping).
• Norm audit: check effectiveness, approvals, closing obstacles, liability, disclosure, deadlines, and evidentiary sources specific to the deal steps.
• Build source chain: every key assertion must have a source, document, citation, and uncertainty marker; if not retrievable, mark as [zu verifizieren].
• Risk matrix: for each point, include facts, legal question, norm, subsumption, risk level, economic impact, recommended action, owner, deadline, and follow-on skill.
• Draft or review gate: provide output if facts are sufficient; otherwise offer an information-request list or a Senior-Review-Memo with open decisions.
• Handoff: transfer findings into Data Room Q&A, SPA markup, CP-Tracker, Board Paper, or Mandantenmail; reference the downstream skills.
• Final check: ensure no unresolved case numbers, no blind cites from BeckRS, no external communications, and no confidential info outside need-to-know.

When to use it

Typical triggers include requests for a credible next step in a Closing Bible/archive, M&A mandates from Buy-side/Sell-side/Target perspectives, turning outputs into partner/mandant materials with risks and open points, or identifying missing documents, register extracts, or approvals.

What it can touch

• Tools: claude-code
• Data elements: deal_name, rolle, deal_phase, target, gegenpartei, jurisdiktionen, frist_oder_closing, materiality_threshold, owner, source_tag

Caveats

• Output must follow a structured, fully formed sentence format; placeholders like [Name der Mandantin] must be clearly marked.
• Norms and sources must be verifiable with allowed sources; avoid non-verifiable model knowledge.
• No automatic external communications or finalizing signing/closing decisions without partner review.
• The skill explicitly separates closing tasks from mandate-tac, and does not render final tax, competition, or sanctions conclusions without specialists.