Task Library

The master catalog every new SPAC pulls from. Edit here and future SPACs auto-populate with the updated plan; existing SPACs keep their own snapshot of the plan.

Formation

6 templates · auto-added to every new SPAC in this stage

Sponsor entity formation & cap table

Patek Legal
Formation
internal

Underwriter engagement letter

Lead Bank
Underwriter
external

S-1 registration drafting

Outside Counsel
S-1
external

Sponsor audit sign-off

Auditor
Audit
external

Trust account funded

Trustee
Trust
external

IPO pricing & listing

Lead Bank
IPO
external

Target / BCA

7 templates · auto-added to every new SPAC in this stage

Target universe memo

Deal Lead
Sourcing
internal

NDA & preliminary diligence

Outside Counsel
Diligence
external

LOI negotiation & countersign

Deal Lead
LOI
internal

Financial / QoE diligence

Auditor
Audit
external

Legal diligence report

Outside Counsel
Diligence
external

PIPE anchor investor circle

Lead Bank
PIPE
external

Board consent & BCA signing

Deal Lead
BCA
internal

De-SPAC

5 templates · auto-added to every new SPAC in this stage

S-4 registration statement filed

Outside Counsel
S-4
external

SEC comment cycle response

Outside Counsel
S-4
external

409A / cheap stock analysis

Auditor
409A
external

Proxy printer engagement

Proxy Solicitor
Proxy
external

Investor roadshow deck

Patek IR
IR
internal

Closing

6 templates · auto-added to every new SPAC in this stage

Proxy mailed to shareholders

Proxy Solicitor
Proxy
external

Retail vote campaign

Proxy Solicitor
Proxy
external

Shareholder vote

Deal Lead
Vote
internal

Nasdaq listing application

Outside Counsel
Listing
external

Trust release instruction

Trustee
Trust
external

Closing signature pages

Patek Legal
Closing
internal