Coheso is a cutting-edge end-to-end operations platform for in-house legal and compliance teams. Powered by AI, Coheso combines a legal front door, including automated responses to routine questions, with an efficient workflow for complex cross-functional tasks. Coheso’s platform enables legal and compliance teams to run faster and more streamlined operations, while improving productivity throughout an organization. Headquartered in New York, the company is backed by leading venture capital firms including Crew Capital, Character, and Firsthand Alliance as well as Carnegie Mellon University.

eBrevia awards included: ILTA Solution Provider of the Year, National Law Journal Legal Technology Trailblazers, British Legal Technology Awards Legal AI Supplier of the Year ‘Finalist’• Developed and drove the vision and strategic direction of the company; was responsible for overall management and P&L of the company.• Managed a global team with post-acquisition expansion to London, Hong Kong, and Tokyo to better service clients in EMEA and APAC.• Cultivated new and existing relationships with senior management at high-profile clients, prospective clients, and business and technology partners; negotiated company’s most critical license agreements and partnership agreements.• Partnered with Product Owner to prioritize feature development in the product roadmap.• Extensive public speaking through numerous internal and external presentations; external presentations frequently center on artificial intelligence in the legal industry and have included ILTA conferences, the ABA M&A committee conference, the Legalweek conference, the Emerging Legal Technology Forum, Stanford University’s CodeX, and Legal Innovators conferences as well as before local bar associations, business councils, and governmental bodies.• Collaborated with executives and product and functional leaders across DFIN to ensure alignment with strategic objectives.

• Prepared eBrevia’s original business plan and negotiated sponsored research agreement and license agreement with Columbia University.• Recruited and managed a diverse, highly skilled team including Engineering, Sales, Business Development, Marketing, Operations, and Legal.• Conducted customer discovery and partnered with eBrevia’s CTO to design the company’s minimum viable product; participated in design of most iterations up until the time of the acquisition.• Provided demos and sold the software to senior leaders at prospective clients in meetings large and small.• Partnered with relevant client personnel to oversee implementation of software and training across global organizations resulting in wide-scale adoption.• Raised funding from venture capital firms, strategic partners, and angel investors.• Led board meetings and investor relations.• Identified, negotiated, and managed key strategic partnerships with public companies and other global entities.• Negotiated a successful exit significantly benefiting all parties on the cap table; all employees offered positions post-acquisition.

Audible Auto was a startup company developing infotainment technology at the intersection of smartphones, vehicles, and social networks. The company’s software could run entirely on a smartphone or be incorporated into existing OEM infotainment platforms to allow users to customize and enhance their driving experience as well as improve fuel efficiency, in addition to other applications. Audible Auto partnered with Clemson University’s International Center for Automotive Research to integrate its technology into a Mazda prototype vehicle that debuted at the 2012 SEMA Show.

• Drafted, revised, and negotiated stock purchase agreements, asset purchase agreements, merger agreements, and various ancillary documents on behalf of venture capital funds, private equity funds, and strategic investors in a broad range of mergers, acquisitions, and financings.• Assisted in drafting offering memorandum and subscription documents in support of private placement of preferred stock by startup solar module component developer and manufacturer.• Drafted preferred units purchase agreement and various ancillary documents on behalf of venture capital fund in $20 million Series A financing of teleradiology provider.• Revised stock purchase agreement and ancillary documents on behalf of budgeting software startup company in connection with venture capital financing.• Managed junior associates and paralegals in preparation of transaction documents, research, and closing tasks.

• Drafted and revised purchase and sale agreements and managed due diligence review on behalf of private equity funds and strategic investors in a variety of multi-billion dollar bids for and acquisitions of energy and infrastructure related companies and assets.• Participated in negotiations with private equity fund managers, investment bankers, and company executives in the successful acquisition of waste management companies ranging in purchase price, from $10 million to $470 million.• Managed junior associates and paralegals in preparation of transaction documents, research, and closing tasks.

• Drafted documents and conducted due diligence in a broad range of corporate transactions including a $175 million surplus note offering and in support of a $150 million private placement of preferred securities.

• Conducted sales and business development activities for privately-held global provider of survey research sampling solutions.