Corporate Paralegal
About The Position
Coblentz Patch Duffy & Bass LLP is seeking an experienced corporate paralegal to support its corporate group. This role is crucial for managing entity maintenance, equity administration, securities filings, and transaction execution. The paralegal will be responsible for maintaining cap tables in Carta, managing stock ledgers and corporate records, preparing various securities filings (Form D, Form ID, 25102(f)), running signature collection via DocuSign, and organizing data rooms and closing sets. The ideal candidate is highly organized, meticulous, and capable of independently managing processes. Strong attention to detail in document preparation and recordkeeping, sound judgment, and excellent communication skills are essential. The role requires discretion in handling confidential information and the ability to remain composed during time-sensitive closings.
Requirements
- Paralegal certificate from an ABA-approved or comparable program
- Five or more years of corporate paralegal experience in a law firm setting; candidates with three to four years may be considered where they bring substantive hands-on securities filing and cap table experience
- Working knowledge of corporate formation, equity issuance, and entity maintenance
- Experience preparing and submitting federal and state securities filings, including Form D, Form ID, SEC EDGAR (including EDGAR Next), and California 25102(f) notices
- Proficiency with DocuSign, Microsoft Word (including advanced redlining and metadata handling), Adobe Acrobat, and Excel
- Experience populating and managing virtual data rooms
- Demonstrated ability to manage multiple concurrent matters and deadlines with a high degree of accuracy
Nice To Haves
- Experience supporting venture financings, M&A transactions, or an emerging companies and venture capital (ECVC) practice
- Hands-on experience administering cap tables in Carta or comparable platforms
- Bachelor's degree
Responsibilities
- Prepare and cut stock certificates
- Maintain stock and option ledgers, recording recent issuances and other equity transactions
- Update and maintain client cap tables in Carta or similar platforms
- Prepare and file annual reports and related state filings
- Order certificates of good standing, certified copies, and other state-issued documents
- Verify and maintain current officer and director information for clients
- Prepare routine consents and resolutions, including option grant approvals and officer/director elections
- Prepare initial drafts of standard entity formation and organizational documents
- Prepare and submit state securities filings that can be completed online, including California Form 25102(f) notices
- Prepare and file Form D with the SEC and related blue sky notice filings
- Prepare and submit Form ID applications and manage EDGAR access credentials
- Track signature status across transactions and follow up proactively on outstanding signatures
- Prepare, send, and manage DocuSign envelopes
- Finalize documents for execution, including accepting tracked changes and confirming that all comments, metadata, and internal markups have been removed before circulation
- Collate signature pages with final documents
- Assemble and organize closing sets following transactions
- Order lien searches and compile results for attorney review
- Run and prepare redlines and document comparisons
- Convert documents to PDF for distribution to third parties
- Populate and maintain data rooms, including uploading and downloading files as needed
Benefits
- Compensation offered will be based on a number of factors, including the specific qualifications of the applicant, years of related experience, education, applicable licenses and certifications, and the geographical location from which the applicant will perform the job.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
