legal-securities

Analyzes securities law questions covering SEC exemptions, private placements, and disclosure obligations.

1|Updated May 17, 2026
One-click install
npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill legal-securities-envision-construction
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: legal-securities
Source: https://github.com/Envision-Construction/Envision-Skill-Repo/tree/main/plugins/legal/general-counsel/skills/legal-securities
Command: npx skills add https://github.com/Envision-Construction/Envision-Skill-Repo --skill legal-securities-envision-construction

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Founders and counsel raising capital need accurate answers on SEC registration exemptions, offering documents, and filing obligations without risking fabricated citations or stale regulatory figures in legal work product. ## Core Features & Use Cases - Exemption and Offering Analysis: Evaluates Reg D 506(b)/506(c), Reg A, and Reg CF exemptions, and reviews PPMs, SAFEs, and convertible notes for raise structuring. - Verified Authority Grounding: Routes questions through the legal_consult gateway or verifies every cited statute, rule, and case against live primary sources before relying on them. - Matter Lifecycle Integration: Directs consult memos and filings through gc-consult, gc-redteam, and gc-authorities-log skills so work product passes adversarial review before use. - Use Case: Ask whether you can post a fundraise on LinkedIn, and receive an analysis of general-solicitation rules under 506(b) versus 506(c) with verified citations and labeled assumptions. ## Quick Start Ask the assistant to review this SAFE and confirm which securities exemption the raise relies on.

Frequently Asked Questions about legal-securities

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I know which SEC exemption applies to my fundraise?▼

The skill analyzes your raise structure against Reg D 506(b)/506(c), Reg A, and Reg CF requirements, covering investor accreditation, general solicitation, and disclosure obligations. It verifies current thresholds against official sources rather than quoting figures from memory.

Can I post my startup fundraise on LinkedIn?▼

Posting a raise publicly generally constitutes general solicitation, which is prohibited under Rule 506(b) but permitted under 506(c) with verified accredited investors. The skill analyzes your specific facts and cites the controlling rules verified against live sources.

How do I review a SAFE or convertible note for securities issues?▼

The skill reviews SAFEs, convertible notes, and PPMs in session, applying its securities domain knowledge and checking Envision's prior offering documents via internal authority search. Unverifiable points are labeled as assumptions rather than asserted.

Does this skill cover lending or consumer finance regulations?▼

No, lending programs, consumer-finance licensing, and CFPB exposure are explicitly out of scope and route to the legal-finreg skill instead. This skill covers capital-raising broker-dealer questions only; lending-related broker-dealer status also belongs to legal-finreg.

What happens if the legal_consult gateway is unavailable?▼

On a 503 or backend-unavailable response, the skill continues as an in-session specialist, verifying every authority against live primary sources like Justia, govinfo, and official agency publications. It records the gateway outage in LIMITATIONS and never fabricates citations to fill the gap.