Dondi Dancy

Provide specialized corporate and transactional support to venture capital firms; research, prepare, and file Federal and State securities offerings (exempt compliance such as Form D and Blue Sky). Manage full lifecycle of corporate entities, including formation, maintenance, dissolution, and related organizational documents. Perform high-volume tasks including due diligence reviews, capitalization table maintenance, stock certificate and option record preparation, and multi-jurisdictional compliance coordination.

ERISA & M&A: Managed all aspects of ERISA health, welfare, and retirement plan design; analyzed and developed deal-specific provisions to offset ERISA liabilities during M&A activity. Equity Management: Administered stock compensation plans using CapMx, Carta, eShares, and Shareworks. Regulatory Drafting: Prepared and effected filings for various federal and state forms, including SEC filings; drafted opinions and assembled backup. Corporate Compliance: Monitored changes in filing, reporting, and franchise tax laws to ensure immediate compliance.

Developed, analyzed, and documented commercial transactional agreements; drafted initial submissions for bids (RFP/RFQ). Risk Mitigation: Updated policies and procedures to ensure legal/regulatory compliance and manage transactional risk.