Agent Skills by CaseMark
There are 12 agent skills in our directory.
CaseMark publishes 12 AI agent skills in our directory. Browse them below — each links back to its source repository.
Updated June 2026
- analyzing-commitment-pacing-modelsBuilds LP commitment pacing with deployment curves, distribution assumptions, and NAV projection for portfolio planning. Use when modeling commitment pacing, projecting LP cash flows, or planning new fund allocations.
- building-rolling-forecastsStructures rolling forecast process with driver-based projections and continuous planning methodology. Use when creating rolling forecasts, updating financial projections, or managing continuous planning.
- creating-pitch-booksBuilds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.
- directed-share-programDrafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. Covers eligibility, allocation methodology, pricing, settlement, lock-up, indemnification, and SEC/FINRA compliance. Use when preparing DSP documentation for underwritten public offerings, IPO directed share programs, or controlled share purchase programs for employees, directors, and business associates.
- employee-separation-release>-
- enterprise-api-addendum>
- escrow-agreementDrafts tripartite U.S. escrow agreements for M&A and commercial closings, covering escrow property, deposit mechanics, release conditions, dispute handling, agent duties/limits, indemnity, fees, and termination. Use when asked to draft an escrow agreement, escrow instructions, holdback/indemnity escrow, closing escrow, or escrow agent agreement.
- flp-agreementDrafts Family Limited Partnership agreements for estate planning and intergenerational wealth transfer. Ensures IRS enforceability under IRC §2036 with legitimate business purpose, valuation discounts, and senior-generation control. Use when drafting FLP agreements, family partnership documents, or estate planning partnership structures.
- franchise-renewalDrafts Franchise Renewal Agreements extending existing franchise relationships. Covers conditions precedent, renewal fees, premises modernization, release of claims, and regulatory compliance under FTC Rule and state franchise laws. Use when preparing franchise renewal documents, term extensions, or franchisee renewal conditions.
- jnov-motionDrafts a Motion for Judgment Notwithstanding the Verdict (JNOV) under FRCP 50(b) or state equivalents, with alternative new-trial request. Builds element-by-element evidentiary insufficiency arguments using transcript citations and preserves the appellate record. Use when drafting JNOV motions, post-trial motions, renewed judgment as a matter of law, or challenging jury verdicts for insufficient evidence.
- managing-regtech-evaluationsEvaluates regulatory technology solutions with compliance efficiency and implementation cost-benefit analysis. Use when evaluating regtech, analyzing compliance automation, or assessing regulatory technology.
- managing-traumatic-brain-injury-rehabilitationStructures TBI rehab with Rancho Los Amigos scoring and cognitive rehabilitation protocols. Use when managing TBI rehab, tracking Rancho levels, or implementing cognitive therapy.