Carlos Heredia

Carlos Heredia Email and Phone Number

Chief Financial Officer @ Xcaliber Sciences, Inc.
California, United States
Carlos Heredia's Location
San Diego County, California, United States, United States
About Carlos Heredia

I help entrepreneurs and executives start, fund, grow and sell companies.Start. I focus on helping entrepreneurs put the proper legal foundation in place for their startups, so that they are ready to build their teams, grant stock incentives to key players and negotiate and close on their initial rounds of seed funding. Key issues include how to structure the stock ownership of the new company, for example with stock vesting arrangements, and how to ensure the company’s ownership of its critical intellectual property at startup.Fund. A company’s success often depends on its ability to raise investment capital. I help companies understand their debt and equity funding alternatives and how to structure, negotiate and close these critical funding transactions, including founder loans, convertible debt funding, seed equity capital, angel investment, venture capital investment and bank and venture debt financings. I also model the proposed financing transactions, so that company management understands the financing terms and consequences, including the resulting stock ownership dilution and the company’s post-money equity capitalization structure.Grow. I work with companies during their important growth and expansion phases, advising them on key commercial transactions such as licensing, collaboration, product development and service arrangements. Exit. I also advise companies on mergers and acquisitions, both buy-side and sell-side deals, helping management navigate the term sheet, diligence, negotiation and closing phases.You can contact me here at LinkedIn or at www.CalCounselGroup.com. I look forward to learning about your business and discussing next steps.Best regards,Carlos Heredia

Carlos Heredia's Current Company Details
Xcaliber Sciences, Inc.

Xcaliber Sciences, Inc.

View
Chief Financial Officer
California, United States
Website:
xcalibersci.com
Employees:
3
Carlos Heredia Work Experience Details
  • Xcaliber Sciences, Inc.
    Chief Financial Officer
    Xcaliber Sciences, Inc.
    California, United States
  • California Counsel Group, Inc.
    Business Attorney And Advisor Focused On Technology Startups And High Growth Companies
    California Counsel Group, Inc. Jul 2007 - Present
    San Diego, California, Us
    I am a startup business attorney and advisor who helps entrepreneurs and executives start, fund, grow and exit tech and biotech companies.START. I help startups put the proper legal foundation in place so that they are ready to negotiate and close their initial seed funding round (e.g., SAFEs or convertible debt), build out the team, grant stock options to key players, etc. Key issues: how to structure the stock ownership of the founders, including stock vesting; and how to lock down the company’s ownership of its intellectual property at startup.FUND. I help companies understand their debt and equity financing alternatives and how to structure, negotiate and close these critical funding transactions, including founder loans, convertible debt, SAFEs, seed equity capital, venture capital financings, and bank and venture debt funding. We know how to model these financing transactions so that you understand the financing terms and consequences, including the resulting stock ownership dilution and the company’s post-money equity structure.GROW. I work with companies during the important growth and expansion phases, advising them on key commercial transactions such as licensing, collaboration, product development and service arrangements.EXIT. I advise and assist companies with mergers and acquisitions, both sell-side and buy-side deals. These M&A transactions often are the biggest and most important business deals that the founders, executives & other stakeholders will encounter in their business careers. I help management navigate the term sheet, due diligence, negotiation, documentation & closing phases of M&A deals.Please see www.CalCounselGroup.com for more information about what we do. I look forward to learning about your business and discussing how we can help.
  • Xcaliber Sciences, Inc.
    Chief Financial Officer
    Xcaliber Sciences, Inc. Apr 2020 - Present
    San Diego, Us
    Chief Financial Officer, General Counsel & Corporate Secretary for medical device startup focused on the manufacture and assembly of diagnostic test kits & other medical devices and products.
  • Rhodx, Inc.
    Chief Financial Officer
    Rhodx, Inc. Aug 2013 - Present
    St Louis, Missouri, Us
    Co-founder, CFO, GC & Corporate Secretary of this liquid biopsy focused on improving the detection and monitoring of cancer.
  • Morrison & Foerster Llp
    Business Attorney Focused On Venture Capital, Startups, Mergers & Acquisitions And Growth Companies
    Morrison & Foerster Llp Apr 2000 - Jul 2007
    San Francisco, California, Us
    I was the first corporate finance partner in MoFo's San Diego office and I helped establish and grow its corporate practice. I worked with a variety of local, national and international clients with financing, M&A and other corporate matters during my 7+ years at MoFo. I especially enjoyed working with the entrepreneurs and technology companies, as well as giving back to the community through MoFo's great pro bono legal practice.MoFo is an excellent, full-service law firm for large "bet the company" transactions and litigation matters.
  • Baker & Mckenzie
    Business Attorney Focused On Financings, Mergers & Acquisitions And Tech Startups
    Baker & Mckenzie 1996 - 2000
    Chicago, Il, Us
    Various corporate and finance transactions, including venture capital financings, initial and secondary public offerings, mergers and acquisitions, corporate counseling, securities compliance work and international M&A projects and large scale commercial transactions.
  • Graham & James
    Business Attorney Focused On Financings, Mergers & Acquisitions And Cross-Border Deals
    Graham & James 1991 - 1996
    I began my legal career at Graham & James working on various mergers and acquisitions, private and public securities offerings and startup ventures. During this time, I also worked for an affiliate law firm in Mexico City, assisting companies that were entering the Mexican market and advising clients on various corporate finance and M&A transactions.
  • Allergan Pharmaceuticals
    Senior Financial Analyst Focused On Strategic And Financial Planning For Latin American Operations
    Allergan Pharmaceuticals 1985 - 1987
    Dublin, Coolock, Ie
    Strategic and financial planning for the Latin American Region of Allergan International.

Carlos Heredia Skills

Start Ups Mergers And Acquisitions Due Diligence Strategy Entrepreneurship Venture Capital Corporate Governance Corporate Law Licensing Business Planning Mergers Business Strategy Management Corporate Finance Restructuring Joint Ventures Legal Advice Finance Contract Negotiation Strategic Partnerships Small Business Legal Assistance Private Equity Acquisitions Intellectual Property Negotiation Commercial Litigation Business Ipo Legal Writing Litigation M&a Experience Legal Research Social Entrepreneurship Cross Border Transactions Executive Management Venture Financing Investments Financial Structuring Negotiating Contracts Legal Services Securities Trade Secrets Angel Investing Corporate Development New Business Ventures Securities Regulation Private Placements Competition Law Patents

Carlos Heredia Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Masters In Business Administration
  • Stanford Law School
    Stanford Law School
    Law
  • Ucla
    Ucla
    Economics-Business

Frequently Asked Questions about Carlos Heredia

What company does Carlos Heredia work for?

Carlos Heredia works for Xcaliber Sciences, Inc.

What is Carlos Heredia's role at the current company?

Carlos Heredia's current role is Chief Financial Officer.

What is Carlos Heredia's email address?

Carlos Heredia's email address is ca****@****oup.com

What is Carlos Heredia's direct phone number?

Carlos Heredia's direct phone number is +161937*****

What schools did Carlos Heredia attend?

Carlos Heredia attended Stanford University Graduate School Of Business, Stanford Law School, Ucla.

What are some of Carlos Heredia's interests?

Carlos Heredia has interest in Equity Crowd Funding, Economic Empowerment, Civil Rights And Social Action, Education, Science And Technology, Startups.

What skills is Carlos Heredia known for?

Carlos Heredia has skills like Start Ups, Mergers And Acquisitions, Due Diligence, Strategy, Entrepreneurship, Venture Capital, Corporate Governance, Corporate Law, Licensing, Business Planning, Mergers, Business Strategy.

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