Roger Cohen

Roger Cohen Email and Phone Number

Founder and CEO of Dynamic DocMGT @ DynamicDocMGT
Kirkland, WA, US
Roger Cohen's Location
San Francisco, California, United States, United States
About Roger Cohen

Roger Cohen, Esq. is Co-Founder and CEO Capital Waterfall, LLC He is an expert on how to improve legal processes in complex transactions, diligence review projects and legal intensive businesses. He also serves as a trusted advisor and deal manager in structuring and managing complex transactions, in particular debt and equity financings, M&A and loan workouts and restructurings. Roger has over 20 years’ experience handling $10 billion in a full range of transactions from complex capital market to complex loan workouts across multiple industries. Roger led seven IPOs and completed several asset securitizations, structured finance deals, complex real estate transactions, venture financings, M&A, Leveraged Buyouts and debt restructurings. He developed his skills as a legal process engineer in these deals where his deliverables included a compliance process for a $2 billion loan portfolio and a unique data and document management system for a debt restructuring involving 5,000 loan documents for what become Starwood Hotels. He also mastered the art of managing attorneys in complex deals and was engaged by Wells Fargo to manage 5 law firms in a $1B loan restructuring of a major home builder. Roger also has over 17 years’ experience in managing and consulting with companies in strategy, legal process improvement, productization and capital raising. He founded two start up tech companies: Vertical Point Solutions, which was engaged by the world’s largest retailer to design and build a system to manage over 1 billion square feet of real estate assets; and VeriComply, which developed and brought to market a system to validate the accuracy of financial assets moving from origination platforms to the secondary market. The VeriComply system successfully validated over 20,000 consumer loans in 2 hours with 98% automation. Roger is combing his legal and technology expertise to re-engineer legal processes using AI, Legal Process Outsourced labor and detailed SOPs. Roger studied European history at the American College of Switzerland, international economics at Oxford University, and international law at Tokyo University. He graduated from UC San Diego, summa cum laude, with a degree in diplomatic history and received his law degree from Boalt Hall at UC Berkeley.

Roger Cohen's Current Company Details
DynamicDocMGT

Dynamicdocmgt

View
Founder and CEO of Dynamic DocMGT
Kirkland, WA, US
Roger Cohen Work Experience Details
  • Dynamicdocmgt
    Founder And Ceo Of Dynamic Docmgt
    Dynamicdocmgt
    Kirkland, Wa, Us
  • Capital Waterfall, Llc
    Founder And Ceo Of Capital Waterfall, Llc
    Capital Waterfall, Llc Jan 2022 - Present
  • Dynamic Deal Advisory
    Founder And Managing Director
    Dynamic Deal Advisory Mar 2018 - Present
    Strategic Legal Advisory is a consulting firm based in San Francisco with the expertise and processes to align legal services delivery with business strategy. The Firm combines deep expertise in complex capital markets transactions with innovative designs for the application of technology to automate and scale legally complex solutions.
  • Vericomply.Com
    Founder, Chairman And General Counsl
    Vericomply.Com Oct 2015 - Mar 2018
    The Company systematically automates the assembly of assets by origination platforms and the verification of assets for the secondary market. The Company’s proprietary Asset Assembly and Verification Platform automatically recognizes loan files, extracts and validates loan data against the source documents and creates a complete audit history. In recent projects, the Platform validated 19,000 loans with 100% automation in 2 hours and 36,000 data elements in 4,500 loans with 99.83% automation in 1 hour. The Platform can be quickly configured for multiple asset classes, deployed globally in the Azure Cloud in about 2 hours, and integrated with origination, servicing and data aggregation systems to keep accurate loan documents and audit histories readily accessible for audits, compliance and transactions. The Platform incorporates machine learning to automatically revise business rules to increase the accuracy of document classification and data extraction from loan files. The Company is currently working on publishing verified assets to multiple Blockchains to enable legacy assets to be migrated onto the newest technology platforms.
  • Vertical Point Solutions, Llc
    Founder And Managing Director
    Vertical Point Solutions, Llc Nov 2011 - Nov 2015
    Vertical Point Solution developed enterprise solutions for leading companies such as Walmart, Sabal Financial Group, Wells Fargo and Sunstone Hotel Investors.
  • Old Vericomply, Inc
    Founder And Ceo
    Old Vericomply, Inc Mar 2007 - Apr 2011
    This Company used SaaS technology to innovate in legal records and transaction management. the Company developed a legal records and transaction management system for franchise industry which included records filing maps and automated email filing of records. Clients included California Closets and several multi-unit franchisee of Carl's Jr. and other brands. In addition, the Company developed a customized solution at the request of Wells Fargo Bank to manage a $900 Million loan workout of a major national home builder. The project including establishing a system and processes to manage a loan workout with 5 national law firms, hundreds of entities and thousands of legal documents and a closing checklist of over 2,000 documents. the system was used to improve the efficiency of reviewing real estate title issues, automate preparation of loan documents, and prepare deal for closing process.
  • Dorsey And Whitney
    Of Counsel
    Dorsey And Whitney Jan 2007 - Apr 2009
    Minneapolis, Mn, Us
    Transactional and debt workout attorney with focus on finanical services and real estate industries.
  • Strategic Legal Systems
    Founder And Ceo
    Strategic Legal Systems Apr 2005 - Jun 2007
    Founded company to carry on vision of using technology and standard processes to increase the efficiency of delivering legal services. - Lead development and launch of the SmartDigitalVault, a secure, online digital repository for legal records which integrated legal intelligence into the software - Deployed system to 50 hotels for Sunstone Hotel Investors and used by Hyatt, Marriott, Hilton and Fairmont Hotels. - Developed records classification systems for private funds, emerging growth companies, franchisors, real estate portfolios, and public companies - Developed processes for integrating Legal Process Outsourcing firms in India with corporate legal records
  • Riechesbaird
    Entrepreneur In Residence
    Riechesbaird Jan 2004 - Mar 2006
    Provided strategic advice to leading B2B branding firm while studying brand development strategies and other key concepts for effective marketing and positioning of innovative products and services. Designed a collaborative consulting model to streamline the process of forming teams of independent consultants for projects.
  • Strategic Transaction Advisors
    Managing Director
    Strategic Transaction Advisors Apr 2005 - Dec 2005
    Advised CEO of subprime finance company on capital raise strategy. Successfully structured $400M equity raise as part of $1.2 Billion buy out.
  • Brobeck, Phleger & Harrison
    Partner
    Brobeck, Phleger & Harrison Oct 1981 - Jan 2004
    Us
    Strategic Counselor with significant experience in a board range of capital markets, lending and emerging growth transactions. He -Represented lenders and borrowers in complex loan workouts, investment bankers and companies in capital markets transactions and the RTC in loan resolution work as well as emerging growth e-Finance companies. -Completed over $10 billion in transactions and advisory work for such companies as Wells Fargo Bank, New Century Financial Corporation, Finova, Friedman Billings Ramsey and Co., CrossPoint Venture Partners, Westar Capital, Sunstone Hotel Investors, Triad Financial Corporation and numerous emerging growth companies in the financial services and financial technology industries. -Underwriters Counsel on IPOs of 5 subprime mortgage companies, including New Century Financial and Long Beach Mortgage.- Represented Onxy Acceptance Company from Series A funding through IPO, warehouse lending, and asset securitizations. - Lead complex debt restructuring involving more than 5,000 loan documents and developed a unique document identification system to track the massive library of documents. - Represented Wells Fargo in numerous LBOs, commercial loan transactons and debt restructurings-Developed an extranet for a hotel REIT to provide access to legal documents for multiple parties for complex transactions, -Founder of the eFinance Practice Group at Brobeck.

Roger Cohen Skills

Venture Capital Start Ups Corporate Governance Joint Ventures Due Diligence Mergers And Acquisitions Corporate Law Ipo Strategy Entrepreneurship Mergers Real Estate Finance Licensing Intellectual Property Executive Management Restructuring Contract Negotiation Private Equity Corporate Finance Acquisitions Capital Markets Private Placements Commercial Litigation Saas Financial Services Business Real Estate Transactions Legal Assistance Trademarks Investment Banking Litigation Privacy Law Legal Compliance International Law Venture Financing Arbitration Securities Copyright Law Legal Research Bankruptcy Securities Regulation Patents Mediation Employment Law Litigation Support Legal Advice M&a Experience Patent Litigation Dispute Resolution

Roger Cohen Education Details

  • University Of California, Berkeley - School Of Law
    University Of California, Berkeley - School Of Law
    Law
  • Tokyo University Law School
    Tokyo University Law School
    International Law
  • Uc San Diego
    Uc San Diego
    History
  • American College Of Switzerland
    American College Of Switzerland
    European History
  • University Of Oxford
    University Of Oxford
    International Economics

Frequently Asked Questions about Roger Cohen

What company does Roger Cohen work for?

Roger Cohen works for Dynamicdocmgt

What is Roger Cohen's role at the current company?

Roger Cohen's current role is Founder and CEO of Dynamic DocMGT.

What is Roger Cohen's email address?

Roger Cohen's email address is ro****@****ply.com

What is Roger Cohen's direct phone number?

Roger Cohen's direct phone number is +194984*****

What schools did Roger Cohen attend?

Roger Cohen attended University Of California, Berkeley - School Of Law, Tokyo University Law School, Uc San Diego, American College Of Switzerland, University Of Oxford.

What skills is Roger Cohen known for?

Roger Cohen has skills like Venture Capital, Start Ups, Corporate Governance, Joint Ventures, Due Diligence, Mergers And Acquisitions, Corporate Law, Ipo, Strategy, Entrepreneurship, Mergers, Real Estate.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.