Financings

Represented the developer of a proprietary platform to manage physical operations and equipment tracking in its $12.25 million Series Seed financing.

Represented Debut Biotechnology in its $22.6M Series A financing with Material Impact, Cultivian Sandbox Ventures and others.

Represented Sounding Board Labs, Inc., which combines 1:1 coaching with technology to provide customized leadership development to managers, in its sale of $13.1 million in Series A Preferred Stock to Canaan Partners, Correlation Ventures, Bloomberg Beta, Precursor Ventures and others.

Represented Live Music Streaming Technology, Inc. in its sale of $3.8 million in convertible promissory notes to Cove Fund II, LLC and other angel investors.

Represented Debut Biotechnology, Inc., a UC-Irvine spinout that is advancing scalable cell-free biomanufacturing, in its $2.7M convertible note financing.

Represented Immerse, Inc., an English Language Learning focused VR startup that combines easy to use classroom facilitation with virtual reality, in its $1.5M Series A Preferred Stock financing led by Eagle Venture Fund.

Represented iPourIt, Inc., the developer of a patented hardware and software solution that allows its users to pour their own beer while tracking consumption, in its $1.1M Series B Preferred Stock financing.

Represented Debut Biotechnology, Inc., a UC-Irvine spinout that is advancing scalable cell-free biomanufacturing, in its $2.7M convertible note financing.

Represented Follow-Mee, Inc., the developer of networking Smart Card and mobile app, in its $1.36M seed round led by Draper Associates VI, L.P. and Draper University Ventures, L.P.

Represented CarPay, Inc., the developer of loan management software for auto lenders, in its $3.6M seed round led by Social Leverage Ventures and Pipeline Capital.

Represented Debut Biotechnology, Inc., a UC-Irvine spinout that is advancing scalable cell-free biomanufacturing, in its $2.6M seed round led by KdT Ventures and including Better Ventures, FTW Ventures, and SpringTide Ventures.

Represented LeggUP Inc., the developer of a professional advancement platform for employees, in its $2M seed round led by WFG Family Ventures.

Represented a client in its sale of $20 million in preferred equity to a corporate strategic investor.

Represented medical research startup, Docbot Inc., in its $2.3 million seed round of funding from Y Combinator, Kleiner Perkins, Collaborative Fund, Khosla Ventures and Bold Capital, among others.

Represented MovoCash, Inc., a financial technology company that offers a robust e-wallet app, in the closing of its $7 million Series A Financing lead by Bighorn Ventures.

Represented GrandPAD Inc., the developer of a simple, smart and secure tablet for seniors that effortlessly connects them with their loved ones, in its sale of up to $15.0 million in Series C Preferred Stock.

Represented Health-Ade LLC, a producer of premium kombucha products, in its latest offering of membership interests for a total sale of $12.6 million to various venture funds.

Represented Sounding Board Labs, Inc., which combines 1:1 coaching with technology to provide customized leadership development to managers, in its sale of up to $1.3 million in Series Seed Preferred Stock to a venture capital fund and other investors.

Represented Health-Ade LLC, a producer of premium kombucha products, in its latest offering of membership interests for a total sale of $8.0 million to various venture funds.

Represented Ytel, Inc., a developer of software solutions to help its customers better communicate with leads, prospects, and customers, in its sale of $5.0 million in Series A Preferred Stock to private equity investors.

Represented Health-Ade LLC, a producer of premium kombucha products, in its follow-on offering of membership interests for a total sale of $15.0 million to CAVU Venture Partners I, LP. and other venture funds.

Represented members of Tech Coast Angels in their Series Seed Preferred Stock investment in MovoCash, Inc., which keeps its users financial and personal information secure using dynamically generated tokens to protect their identity.

Represented NxGn Data, Inc., a designer and manufacturer of intelligent solid state drive solutions, in its sale of up to $13.5 million in Series A Preferred Stock to venture capital firms, corporate strategic and other accredited investors.

Represented GrandPAD Inc., the developer of a simple, smart and secure tablet for seniors that effortlessly connects them with their loved ones, in its sale of $11.0 million in Series B Preferred Stock to Acer Cloud Technology Inc.

Represented Health-Ade LLC, a producer of premium kombucha products, in its sale of $7.0 million in membership interests to CAVU Venture Partners I, LP.

Represented Gengirl Media, Inc., the developer of the iBesties, a collection of dolls, books & online “edutainment” that promotes entrepreneurship and technology learning for young girls, in its sale of Series A Preferred Stock to the OC Cove Fund.

Represented members of Tech Coast Angels in their Series A Preferred Stock investment in GrandPAD Inc., the developer of a simple, smart and secure tablet for seniors that effortlessly connects them with their loved ones.

Represented members of Tech Coast Angels in their Series A-1 Preferred Stock investment in Connected Signals, Inc., which focuses on providing traffic signal state and predictions to drivers, automakers and others.

Represented Tegu, a socially conscious designer and manufacturer of children’s toys, in its sale of Series A, A-1, B, B-1 and C Preferred Stock to accredited investors.

Represented Raise Marketplace Inc., a peer-to-peer online secondary gift card marketplace, in its sale of Series A, B and C Preferred Stock to several first-tier Venture Capital Firms, Super Angels and other accredited investors.

Represented members of Tech Coast Angels in their Series A-1 Preferred Stock investment in iPourIt, Inc., PourIt, the developer of a patented hardware and software solution that allows its users to pour their own beer while tracking consumption.

Represented O’Neil Gum Company, Inc., doing business as Immuno Gum, a gum containing ingredients to support the immune system, in its sale of Series A Preferred Stock to members of Tech Coast Angels.

Represented Parcel Pending, Inc., a distributor of smart locker systems for total package management, in its sale of Series A Preferred Stock to members of Tech Coast Angels.

Represented Free to Eat, Inc., a provider of allergen free cookies, in its convertible note and Series A Preferred Stock offering to friends and family.

Represented AlpineReplay, Inc., a provider of action sports GPS measuring systems and social applications, in its sale of Series Seed Preferred Stock to Crosscut Ventures, Allegro Venture Partners, an AngelList syndicate and other accredited investors.

Represented Carninja, Inc., an automotive lifestyle brand and technology company, in its sale of Series A Preferred Stock to a Super Angel.

Represented StaffRanker, Inc., a provider of cloud based employee and company performance management tools, in its convertible note offering to members of Siemer Ventures, Pasadena Angels and Tech Coast Angels.

Represented PlayMyAd, Inc., a provider of location based television advertising, in its Series A Preferred Stock financing to a venture capital fund.

Represented Radian Memory Systems, Inc., a maker of products for the use of storage memory in enterprise and cloud computing environments, in its sale of Series A-1 Preferred Stock and Series A-2 Preferred Stock to accredited investors.

Other Types of Financings

Represented PowerDirect Marketing, LLC, an integrated front door marketing company, in its sale of $8 million of senior subordinated debt to Triangle Capital Corporation.

Represented Caliber Collision Centers in its acquisition of, subsequent restatements and ultimate restructuring of, vendor-facilitated credit facilities in the aggregate amount of $58 million.

Mergers and Acquisitions

Represented Ascendant Advisory Group in its acquisition of Healthcare Horizons, a leader in healthcare claims auditing and recovery services.

Represented Transfer Master Products, Inc., a designer and manufacturer of hi-low adjustable beds for home and healthcare settings, in its sale to Graham-Field.

Represented Ignite Visibility in its equity investment by Mountaingate Capital.

Represented Health-Ade in its sale of a controlling stake to First Beverage Ventures.

Represented WebJaguar, a best-in-class Digital Commerce solution, in its acquisition by QAD Inc., a Thoma Bravo portfolio company.

Represented Schiro’s Collision Repair, Inc. in its sale of multiple locations to Classic Collision, LLC in a roll-up acquisition.

Represented GTKonnect, Inc., a global trade management software company, in its sale to Ernst & Young.

Represented STAC Physical Therapy in a consolidating acquisition in the physical therapy industry.

Represented Netreo, Inc., a developer of a software-as-a-service IT Management product, in its sale of a majority interest to Software Growth Partners.

Represented a waste management company in its sale to a consolidating buyer.

Represented Datum Security, a provider of third-party vendor risk assessment solutions, in its sale to Prevalent, Inc.

Represented ZEV Technologies, Inc., a designer and manufacturer of upgrade accessories for pistols, in its acquisition of Mega Arms LLC.

Represented an Amazon online retailer in its sale to anther online retailer.

Represented Joseph T. Keenan and Sons, Inc., an automobile collision repair company, in its sale to ABRA Auto Body & Glass LP.

Represented Apex Auto Body, Inc., Alpine Collision Center, Inc. and Platinum Coachworks, Inc., automobile collision repair companies, in their sale to Caliber Collision Centers.

Represented Momentum Bridge & Opportunity Fund 1 and 2 in the sale of Phoenix Energy Technologies, Inc., one of its portfolio companies.

Represented VanLaw Food Products, Inc. in its sale to Encore Consumer Capital, a private equity firm.