disclosure-schedules

What it does

The skill focuses on Disclosure Schedules and Guarantees-alignment in SPA/APA within a Verkaeufer-Anwalt context, aiming to restrict reps and warranties or verify sufficiency of disclosures. It emphasizes starting from material with a concise work product, marking deadlines and risks, and delivering an output that includes a matrix mapping facts to norms, evidence, and next steps. It frames the task around identifying whether disclosures meet standard disclosure types (General vs. Specific), evaluating knowledge qualifiers, materiality thresholds, and providing an output that can feed into a Disclosure-Matrix and related closing documents.

How it works

• It instructs to begin by forming a usable work product from available material, focusing on deadlines or immediate risks, roles, and procedural status, the core facts, and the best next step with directly usable output.
• It allows at most two clarifying questions if necessary; if material is missing, it asks for the three most important documents and proceeds with visible assumptions.
• It requires delivering a first usable intermediate output (up to seven sentences) followed by the next concrete step.
• It prescribes not to start with a questionnaire and to route only when necessary. It prescribes producing a Disclosure Matrix with sections indicating fact, norm, evidence, evaluation, counterarguments, and next step.
• It emphasizes handling of materiality thresholds, norms, and a risk matrix with ownership, deadlines, and follow-on skills.

When to use it

• Trigger examples include needing a durable next step for Disclosure Schedules, evaluating a Buy-side/Sell-side/Target perspective in an M&A mandate, producing a partner/client document with risks, assumptions, and open points, or identifying missing documents, registers, or deadlines.

What it can touch

• The skill references tool usage related to disclosure review and mapping; it requires the use of the Disclosure Schedules framework and potentially outputs that feed into downstream skills like data-room updates, QA information requests, or drafting modules. The skill explicitly instructs to produce a matrix with factual basis, normative references, evidence, and next steps; it does not provide external tooling specifics beyond the concept of a matrix and related outputs.

Caveats

• The skill demands adherence to explicit norms and live verification of sources. It requires avoiding generic or speculative statements and not substituting for partner decisions. It also stipulates that outputs must be fully formatted as complete sentences and not rely on model knowledge without sources. It requires careful separation of factual findings from legal interpretation and to avoid unsourced or unverified references.