Representative Matters
corporate governance
Drafted and negotiated investor term sheets, stock purchase agreements, convertible notes and SAFEs
Advised on fundraising, including equity structure and founder dilution
Prepared corporate charter documents with liquidation preferences and founder-friendly terms
Noticed board and shareholder meetings, drafted shareholder consents, maintained board minutes
Performed securities compliance review and filed offering notices with appropriate state and federal authorities
operations
Drafted and negotiated SaaS Agreements, Master Service Agreements, and Statements of Work for various technology and consulting companies
Drafted and negotiated commissioned employee, independent contractor, and advisor agreements
Drafted and negotiated management and employment contracts for medical practices
Advised on compliance with employment laws in New York and California
patent
Secured numerous utility patents in the fields of electrical and mechanical devices
Advised on patent strategy for medical device company with multiple patentable inventions in a single product
Negotiated service and license agreements involving joint development of new IP, maintaining client’s ownership of newly developed IP against global pharmaceutical companies
Performed due diligence on patent infringement claims, performed infringement analysis on competitor products and services, and drafted and responded to cease and desist letters
privacy
Conducted privacy assessment and advised on security and breach notification policies
Drafted Privacy Policies for consumer products websites
Advised on HIPAA compliance and drafted TOU for medical research app
Advised on retention of client’s data ownership for consumer healthcare app with AI component
trademark
Secured trademarks for clients in a wide variety of industries
Performed trademark clearance searches and advised on risks in usage or applications
Successfully removed competitor with lookalike product from Amazon
Successfully cancelled inactive marks that interfered with client’s registrations
Successfully demanded that competitors cease and desist use of marks that would harm clients
dispute resolution
Negotiated settlement with commercial landlord for early termination of lease
Negotiated the return of over $70K in funds stolen in a watch scam
Negotiated the return of over $100K in funds stolen from a Zimbabwean diamond mine
Negotiated better severance terms for employees and departing co-founders