SourcePro Search is conducting a search for a Corporate Paralegal with a bachelor’s degree (a paralegal certification is a plus). Ideally, with 3–5 years of experience, particularly in ECVC, M&A, private equity, and securities work in a law firm. The ideal candidate will support attorneys in complex transactional matters, including mergers and acquisitions (M&A), private equity, venture capital, securities, debt/finance and general corporate governance. This role involves assisting with due diligence, preparing legal documents, maintaining corporate records, and liaising with clients and third parties. The ideal candidate will have a strong background in corporate law, attention to detail, and the ability to manage multiple tasks in a fast-paced environment.
What You’ll Do: Transactional Support:
Heavy Capitalization Management
Prepare and maintain capitalization tables and track stock options and equity compensation through Carta, Pulley, AngelList, ShareWorks.
Assist in drafting and filing corporate documents, including entity formations, amendments, mergers, and dissolutions.
Conduct due diligence, including reviewing and summarizing contracts and corporate records.
Draft initial versions of closing certificates, board and stockholder resolutions, and other essential transactional documents, including those related to M&A.
Maintain closing checklists and assist with closing logistics, including obtaining signatures and assembling closing volumes through programs such as Litera.
Assist with preparing HSR, FINRA, SEC filings (e.g., Forms S-1, 10-K, 10-Q, 8-K) and Blue Sky/securities filings.
Corporate Governance:
Manage corporate records, including maintaining board/stockholder minute books, tracking board meetings, and preparing resolutions.
Assist in drafting simple minutes, consents, and resolutions based on attorney instructions.
Ensure accurate company data is maintained in corporate records, including officer and director information.
Handle statutory filings and corporate compliance matters, including UCC filings and tax-related forms.
Oversee the maintenance of LLC and corporate books and records, including incentive equity grants, consents, minutes, and other relevant documentation, ensuring compliance with legal and regulatory requirements.
Securities & Compliance:
Prepare and maintain securities documentation, including stock option grants, restricted stock grants, and warrants, both in Carta and externally.
Coordinate with third parties for filings and ensure compliance with reporting deadlines for private and public companies.
Assist with private placements, investor questionnaires, and regulatory filings.
Administrative & Research Duties:
Conduct legal research using resources like Westlaw and LexisNexis to assist with regulatory and jurisdictional matters.
Order lien searches, summarize results, and maintain accurate records of company data.
Track key dates and deadlines, ensuring timely filings and compliance.
Order and distribute certified copies, good standing certificates, and other necessary documents.
Minimum 3-5 years of experience as a corporate paralegal, with a focus on ECVC, M&A, private equity, and securities.
Excellent written and oral communication abilities.
Proficiency in Microsoft Office Suite, iManage, DocuSign, and deal management software (such as Carta, Pulley, AngelList, ShareWorks).
Familiarity with Blue Sky compliance, UCC filings, and SEC reporting.
Peer Training & Knowledge Sharing: Ability to train and mentor colleagues on job responsibilities, ensuring efficient knowledge transfer and skill development.
Ability to handle sensitive information with discretion and maintain confidentiality.
Attention to detail and ability to manage complex transactions.
Strong initiative, resourcefulness, and the ability to work independently and in a team environment.
Proactive and client-service-oriented approach to problem-solving.
Commitment to high standards of legal service and professionalism.
Numbers & Facts
Location
Palo Alto, California
Website
https://sourceprosearch.com
Skills
Administrative Skillsunmatched
Attorneyunmatched
Board Meetingunmatched
Communication Skillsunmatched
Contract Reviewunmatched
Corporate Complianceunmatched
Corporate Governanceunmatched
Corporate Lawunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Data Qualityunmatched
Detail Orientedunmatched
Documentationunmatched
Due Diligenceunmatched
Equity Securitiesunmatched
Financeunmatched
Knowledge Transferunmatched
Legalunmatched
Legal Documentsunmatched
Legal Researchunmatched
Legal Standardsunmatched
LexisNexisunmatched
Liensunmatched
Maintain Complianceunmatched
Mentoringunmatched
Mergers and Acquisitionsunmatched
Microsoft Officeunmatched
Multitaskingunmatched
Paralegalunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Record Keepingunmatched
Records Managementunmatched
Regulationsunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Research Skillsunmatched
SEC Filingsunmatched
Securitiesunmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Transaction Processing/Managementunmatched
Venture Capitalunmatched
Writing Skillsunmatched
iManageunmatched
🎯
Be found by employers
5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.