- Proficiency in client capitalization database (e.g., Carta, Shareworks, Pulley)
- Assist with management and maintenance of capitalization records
- Aid in drafting and filing federal and blue sky securities filings and notices
- Support attorneys in the preparation of formation and initial financing documents
- Preparation and maintenance of corporate records
- Assist in the preparation of closing documents and perform post-closing tasks
- Bachelor's Degree required, preferably in Business, Accounting, Finance, or related work experience
- Prior experience with Carta, Shareworks, or other capitalization management software
- Demonstrate knowledge of capitalization fundamentals
- Ability to read and interpret spreadsheets, plan documents and security-related agreements
- Understanding of transaction types and securities law requirements
- Proficiency in Excel, including complex sorting/filtering of data, formulas and functions, pivot tables, analysis, and modeling
- Basic understanding of equity compensation accounting
- Ability to maintain the integrity of highly confidential information
- ECA designation or CEP certification is a plus
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Corporate Paralegal - Palo Alto - AGG Legal Staffing
Description
Law firm seeking a Corporate/Securities Paralegal with 3 to 6 years of experience to join its Silicon Valley office. The ideal candidate will have experience supporting attorneys with corporate transactions including IPO's, mergers and acquisitions, re-incorporations, stock option plans and venture capital financings. This role services a broad array of clients including technology startups, emerging growth companies as well as public firms and will provide a varied work experience, with a focus on incorporating high tech companies, support due diligence efforts, perform corporate records management, administration, and implementation of stock option plans, handle venture capital financings, and conduct blue sky research.
Responsibilities
Qualifications
*Candidates should have experience supporting IPOs from start to finish, be experienced and diligent in maintaining all corporate governance documents, including minute books and closing binders for complex transactions.
**Experience with stock options, stock splits, and cap table management software (e.g., eProsper, Carta, etc.) is essential. Excellent computer skills required, including DocuSign, MS Office (Word, Excel, Outlook). Flexibility to work overtime as requested.
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Corporate Paralegal
Only for registered members Palo Alto, CA
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Corporate Paralegal
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Paralegal, Corporate
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Corporate Paralegal
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Paralegal, Corporate
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Corporate Paralegal
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Corporate Paralegal
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Corporate Paralegal
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Corporate Paralegal
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Corporate Tax Paralegal
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Corporate Paralegal
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Corporate Tax Paralegal
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Corporate Paralegal
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Corporate Paralegal
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