[sheet: Closing Checklist]

Item No.	Category	Document / Deliverable	Description	Responsible Party	Secondary Party	Target Date	Status	Notes / Comments
1	Charter Documents	Amended and Restated Certificate of Incorporation	Amended and Restated Certificate of Incorporation of Quillen Technologies, Inc. authorizing Series A Preferred Stock, setting forth rights, preferences, and privileges (1x non-participating liquidation preference, 8% non-cumulative dividends, broad-based weighted-average anti-dilution, protective provisions), and reflecting expanded option pool of 3,000,000 shares. To be filed with the Delaware Secretary of State.	Company Counsel (Fenwick, Torres & Keane LLP — G. Navarro / S. Marchetti)	Investor Counsel (Calderwood & Harkness LLP — R. Bernstein / L. Nazari)	June 15, 2026	In Progress	Filing with Delaware Secretary of State required at or prior to closing. DE File Number: 7384219. Registered Agent: Granite State Registered Agents, Inc., 1209 Orange Street, Wilmington, DE 19801.
2	Charter Documents	Certificate of Good Standing — Delaware	Certificate of Good Standing for Quillen Technologies, Inc. from the Delaware Secretary of State, dated within 10 days of closing.	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 10, 2026	Pending	EIN: 93-4817265. Incorporated July 12, 2023.
3	Charter Documents	Certificate of Good Standing — Massachusetts	Certificate of Good Standing / Certificate of Legal Existence from the Commonwealth of Massachusetts for Quillen Technologies, Inc., confirming foreign qualification.	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 10, 2026	Pending	HQ: 88 Garrison Street, Floor 4, Boston, MA 02116.
4	Transaction Agreements	Series A Preferred Stock Purchase Agreement (SPA)	Sale and issuance of 4,500,000 shares of Series A Preferred Stock at $5.00/share for aggregate consideration of $22,500,000; plus conversion of $1,702,500 in convertible notes into 851,250 shares of Series A Preferred at $2.00/share. Parties: Quillen Technologies, Inc., Pinnacle Venture Fund II LP, Blackthorn Growth Fund III LP, Stonebridge Ventures LLC, and converting note holders (Harborview Angel Syndicate LLC, Caldwell Family Office LLC, Dr. Lawrence Hu). Delaware governing law.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	Includes representations and warranties, conditions to closing, indemnification. Schedule of Investors and Disclosure Schedules to be attached.
5	Transaction Agreements	Schedule of Investors	Allocation schedule listing all Series A purchasers: Pinnacle Venture Fund II LP — 2,800,000 shares ($14,000,000); Blackthorn Growth Fund III LP — 1,200,000 shares ($6,000,000); Stonebridge Ventures LLC — 500,000 shares ($2,500,000). Also lists note conversion shares: Harborview Angel Syndicate LLC, Caldwell Family Office LLC, Dr. Lawrence Hu — aggregate 851,250 shares at $2.00/share.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	Exhibit to SPA.
6	Transaction Agreements	Disclosure Schedules to SPA	Company disclosure schedules covering IP, material contracts, litigation, employee matters, tax, capitalization, and other representations. Comments provided by C&H.	Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	In Progress	C&H comments on draft disclosure schedules previously circulated.
7	Transaction Agreements	Investors' Rights Agreement (IRA)	Information rights (monthly financials within 30 days, annual audited financials within 120 days, annual budget by December 15), registration rights (demand after earlier of 5 years or IPO, S-3, piggyback), pro rata rights / ROFO on future rounds, legal fee reimbursement up to $75,000. Parties: Quillen, Pinnacle, Blackthorn, Stonebridge, and Series Seed holders (Harborview Angel Syndicate LLC and Ridgepoint Seed Partners LP).	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	NVCA-based form.
8	Transaction Agreements	Voting Agreement	Board composition: 5 seats — 2 Common (founder designees, including Dr. Amara Osei and Julian Voss), 2 Series A Preferred (1 Pinnacle designee — Christine Aldridge; 1 Blackthorn designee — Diana Hershfield), 1 Independent (mutually agreed). Drag-along: majority of Common + majority of Preferred voting together.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	Delaware governing law.
9	Transaction Agreements	Right of First Refusal and Co-Sale Agreement	ROFR for Company and then Investors on transfers by founders (Dr. Amara Osei, Julian Voss) and other key holders. Co-sale / tag-along rights.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	NVCA-based form. Delaware governing law.
10	Ancillary Documents	Management Rights Letter — Pinnacle Venture Fund II LP	ERISA management rights letter granting Pinnacle VCOC qualification rights under DOL Reg. § 2510.3-101(d). Rights to consult with management, inspect books and records, attend board meetings.	Company (Quillen Technologies, Inc.)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	In Progress	Addressed to Pinnacle Venture Fund II LP, 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115.
11	Ancillary Documents	Management Rights Letter — Blackthorn Growth Fund III LP	ERISA management rights letter granting Blackthorn VCOC qualification rights under DOL Reg. § 2510.3-101(d).	Company (Quillen Technologies, Inc.)	Investor Counsel (Calderwood & Harkness LLP) / Co-Investor Counsel (Whitfield & Pryor LLP)	June 15, 2026	In Progress	Blackthorn counsel: Whitfield & Pryor LLP (New York, NY). Contact: Diana Hershfield.
12	Ancillary Documents	Indemnification Agreement — Christine Aldridge (Pinnacle Board Designee)	Indemnification and advancement of expenses to the fullest extent permitted by Delaware law for Pinnacle's designee to the Quillen Board of Directors.	Company (Quillen Technologies, Inc.)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	In Progress	Christine Aldridge — Partner, Deal Lead, Pinnacle VC.
13	Ancillary Documents	Indemnification Agreement — Diana Hershfield (Blackthorn Board Designee)	Indemnification and advancement of expenses for Blackthorn's designee to the Quillen Board of Directors.	Company (Quillen Technologies, Inc.)	Co-Investor Counsel (Whitfield & Pryor LLP)	June 15, 2026	Pending	Diana Hershfield — Partner, Blackthorn Growth Fund III LP.
14	Ancillary Documents	Side Letter — Pinnacle VC (Enhanced Information & Inspection Rights)	Enhanced quarterly reporting (quarterly financials within 45 days of quarter-end, quarterly KPI dashboards — ARR, churn, customer count), and enhanced inspection rights with on-site visits upon reasonable notice.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	Supplemental to IRA information rights.
15	Ancillary Documents	Founder Stock Restriction Agreements / Vesting Amendments	Existing founder shares (Dr. Amara Osei — 3,200,000 shares; Julian Voss — 2,800,000 shares) to be subject to 4-year vesting with 1-year cliff; 25% vesting credit for time served (since July 2023, approx. 35 months → ~8.75 months vesting credit applied).	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Vesting credit calculation: 25% × 35 months served = 8.75 months credit.
16	Board & Stockholder Approvals	Written Consent of Board of Directors — Quillen Technologies, Inc.	Board approval of Series A financing, Amended and Restated Certificate of Incorporation, issuance of Series A Preferred Stock, entry into SPA, IRA, Voting Agreement, ROFR/Co-Sale Agreement, management rights letters, and related documents. Option pool expansion to 3,000,000 authorized shares (adding 1,000,000 new shares; 1,800,000 unissued post-expansion).	Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Form prepared by C&H for company execution.
17	Board & Stockholder Approvals	Written Consent of Stockholders — Quillen Technologies, Inc.	Stockholder approval of Amended and Restated Certificate of Incorporation, increase in authorized shares, option pool expansion, and Series A financing. To be executed by holders of a majority of outstanding stock (Common Stock: 8,000,000 shares outstanding; Series Seed Preferred: 2,500,000 shares outstanding).	Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Seed investors: Harborview Angel Syndicate LLC (Peggy Dunlap) — 1,500,000 shares; Ridgepoint Seed Partners LP (Aaron Fitch) — 1,000,000 shares.
18	Certificates	Secretary's Certificate — Quillen Technologies, Inc.	Corporate secretary's certificate certifying attached copies of Amended and Restated Certificate of Incorporation, bylaws, board resolutions, and stockholder consents approving the Series A financing.	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	Pending	Form prepared by C&H.
19	Certificates	Officer's Compliance Certificate — Quillen Technologies, Inc.	Certificate executed by Dr. Amara Osei (CEO) certifying all SPA representations and warranties are true and correct as of closing, all closing conditions satisfied, and no material adverse change has occurred.	Company (Quillen Technologies, Inc. — Dr. Amara Osei, CEO)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	Pending	Form prepared by C&H.
20	Certificates	Bring-Down Certificate — Quillen Technologies, Inc.	Officer's bring-down certificate confirming accuracy of Company's representations and warranties as of the closing date and absence of any material adverse effect.	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	Pending	To be delivered at closing.
21	Legal Opinion	Legal Opinion of Company Counsel (Fenwick, Torres & Keane LLP)	Closing opinion covering due organization and good standing, authorization and valid issuance of Series A Preferred Stock, no conflicts with charter documents or material agreements, no required governmental consents (other than DE SOS filing), and enforceability of transaction documents.	Company Counsel (Fenwick, Torres & Keane LLP — G. Navarro)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Agreed form negotiated between C&H and Ostrander Solutions.
22	Financial / Funds Flow	Funds Flow Memorandum	Wire transfer instructions and funds flow for $22,500,000 investment: Pinnacle $14,000,000; Blackthorn $6,000,000; Stonebridge $2,500,000. All wires to Quillen Technologies' operating account at Crescent National Bank, Boston, MA. Convertible note conversion is equity conversion (no cash flow). Company counsel fees and investor counsel fee reimbursement (up to $75,000) to be netted or paid separately.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	In Progress	Wire instructions for each investor to be confirmed. Escrow agent (Commonwealth Escrow Services, Inc., 75 Federal St., Suite 800, Boston, MA 02110) available if needed.
23	Financial / Funds Flow	Wire Transfer — Pinnacle Venture Fund II LP	Wire of $14,000,000 from Pinnacle Venture Fund II LP to Quillen Technologies, Inc. account at Crescent National Bank.	Pinnacle Venture Fund II LP (Sandeep Rajan / Christine Aldridge)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Pinnacle HQ: 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115. EIN: 88-3529104. GP: Pinnacle Capital Management LLC (EIN: 88-3471082).
24	Financial / Funds Flow	Wire Transfer — Blackthorn Growth Fund III LP	Wire of $6,000,000 from Blackthorn Growth Fund III LP to Quillen Technologies, Inc. account at Crescent National Bank.	Blackthorn Growth Fund III LP (Diana Hershfield)	Co-Investor Counsel (Whitfield & Pryor LLP)	June 15, 2026	Pending

25	Financial / Funds Flow	Wire Transfer — Stonebridge Ventures LLC	Wire of $2,500,000 from Stonebridge Ventures LLC to Quillen Technologies, Inc. account at Crescent National Bank.	Stonebridge Ventures LLC (Kevin Ashby)	June 15, 2026	Pending
26	Financial / Funds Flow	Convertible Note Conversion Documentation	Documentation of conversion of $1,500,000 aggregate principal + $202,500 accrued interest (total $1,702,500) into 851,250 shares of Series A Preferred at $2.00/share (valuation cap-derived conversion price). Note holders: Harborview Angel Syndicate LLC ($750,000 principal), Caldwell Family Office LLC ($500,000 principal), Dr. Lawrence Hu ($250,000 principal). Notes issued March 15, 2024; 6% simple interest; 20% discount; $25,000,000 valuation cap.	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	Conversion price: lower of discount ($4.00) and cap ($2.00); cap price controls. Extended maturity: June 30, 2026. Conversion is equity-only (no cash).
27	Financial / Funds Flow	Investor Counsel Fee Reimbursement	Company to reimburse Calderwood & Harkness LLP legal fees up to $75,000. C&H estimated fees: $60,000–$75,000.	Company (Quillen Technologies, Inc.)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	To be netted from closing proceeds or paid separately per agreement. C&H rates: Bernstein $1,150/hr; Calloway $1,100/hr; Nazari $750/hr; Jansen $625/hr.
28	Stock Issuance	Issuance of Series A Preferred Stock Certificates / Book-Entry Notices	Issuance of 4,500,000 shares of Series A Preferred Stock to new-money investors and 851,250 shares to converting note holders (total 5,351,250 shares of Series A Preferred). Stock certificates or book-entry confirmations to be delivered.	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	Pending	Pinnacle: 2,800,000 shares; Blackthorn: 1,200,000 shares; Stonebridge: 500,000 shares; Note conversion: 851,250 shares.
29	Stock Issuance	Updated Stock Ledger and Capitalization Table	Updated stock ledger reflecting post-closing capitalization: Common Stock 8,000,000 shares; Series Seed Preferred 2,500,000 shares; Series A Preferred (new money) 4,500,000 shares; Series A Preferred (note conversion) 851,250 shares; Option Pool 3,000,000 authorized (1,200,000 granted, 1,800,000 unissued). Fully diluted total: 16,051,250 (excl. unissued options) / 17,851,250 (incl. full option pool).	Company (Quillen Technologies, Inc.)	Company Counsel (Fenwick, Torres & Keane LLP)	June 15, 2026	Pending	Pre-money valuation: $57,500,000. Post-money valuation: $80,000,000.
30	Investor Deliverables	Investor Representation Letters / Accredited Investor Questionnaires	Executed investor representation letters and accredited investor questionnaires from each Series A purchaser (Pinnacle, Blackthorn, Stonebridge).	Investors (Pinnacle, Blackthorn, Stonebridge)	Investor Counsel (Calderwood & Harkness LLP) / Co-Investor Counsel (Whitfield & Pryor LLP)	June 15, 2026	Pending
31	Post-Closing	Filing of Amended and Restated Certificate of Incorporation — Confirmation	Confirmation of filing and acceptance of Amended and Restated Certificate of Incorporation by the Delaware Secretary of State. Stamped copy to be obtained.	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 15, 2026	Pending	To be filed at or immediately prior to closing.
32	Post-Closing	Form D Filing with the SEC	Filing of Form D with the SEC for the Series A offering (Regulation D, Rule 506).	Company Counsel (Fenwick, Torres & Keane LLP)	Company (Quillen Technologies, Inc.)	July 1, 2026	Pending	Due within 15 days of first sale.
33	Post-Closing	Blue Sky / State Securities Notice Filings	State securities notice filings as required in applicable jurisdictions (California, Massachusetts, New York, Delaware, Connecticut, and others as applicable).	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	July 1, 2026	Pending	Jurisdictions based on investor locations.
34	Post-Closing	Section 83(b) Election Reminders — Founder Vesting	Remind founders (Dr. Amara Osei, Julian Voss) of Section 83(b) election requirements if applicable in connection with new vesting schedules on existing shares. Must be filed within 30 days of vesting commencement.	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	July 15, 2026	Pending	4-year vesting with 1-year cliff; 25% vesting credit applied (~8.75 months).
35	Post-Closing	D&O Insurance Confirmation	Confirmation that Quillen Technologies has obtained or renewed directors' and officers' liability insurance satisfactory to investors.	Company (Quillen Technologies, Inc.)	Investor Counsel (Calderwood & Harkness LLP)	June 22, 2026	Pending	To be confirmed prior to first post-close board meeting.
36	Post-Closing	Updated Bylaws	Updated bylaws of Quillen Technologies, Inc. reflecting any changes required in connection with the Series A financing and new board composition.	Company Counsel (Fenwick, Torres & Keane LLP)	Investor Counsel (Calderwood & Harkness LLP)	June 22, 2026	Pending
37	Post-Closing	First Post-Close Board Meeting	First meeting of the Board of Directors of Quillen Technologies following closing. Agenda to include appointment of new board members (Christine Aldridge — Pinnacle designee; Diana Hershfield — Blackthorn designee), election of officers, and ratification of closing actions.	Company (Quillen Technologies, Inc.)	All Parties	June 22, 2026	Pending	Board: 2 Common (Dr. Amara Osei, Julian Voss), 2 Series A (Christine Aldridge, Diana Hershfield), 1 Independent (TBD).
38	Post-Closing	Foreign Qualification Updates	Confirm and update foreign qualifications of Quillen Technologies as needed in states where the company conducts business.	Company Counsel (Fenwick, Torres & Keane LLP)	July 15, 2026	Pending	Currently qualified in Massachusetts.
39	Post-Closing	Closing Binder Assembly	Assembly and distribution of closing binder (physical and/or electronic) containing all executed transaction documents, certificates, opinions, resolutions, and ancillary materials.	Investor Counsel (Calderwood & Harkness LLP)	Company Counsel (Fenwick, Torres & Keane LLP)	June 30, 2026	Pending	Distributed to Pinnacle VC, Blackthorn, Stonebridge, Quillen Technologies, and respective counsel.

STATUS SUMMARY

Completed Items	0
In Progress Items	13
Pending Items	26
Total Items	39

[sheet: Summary & Key Dates]

Field	Detail
Transaction	Series A Preferred Stock Financing — Quillen Technologies, Inc.
Total Round Size	$22,500,000
Pre-Money Valuation	$57,500,000
Post-Money Valuation	$80,000,000
Price Per Share (Series A)	$5.00
Series A Shares Issued (New Money)	4,500,000
Convertible Note Conversion Shares	851,250 shares at $2.00/share
Total Series A Shares	5,351,250
Lead Investor	Pinnacle Venture Fund II LP — $14,000,000 (2,800,000 shares)
Co-Investor	Blackthorn Growth Fund III LP — $6,000,000 (1,200,000 shares)
Co-Investor	Stonebridge Ventures LLC — $2,500,000 (500,000 shares)
Company	Quillen Technologies, Inc. (DE C-Corp, EIN 93-4817265)
Company Address	88 Garrison Street, Floor 4, Boston, MA 02116
Company CEO	Dr. Amara Osei
Company CTO	Julian Voss
Company Counsel	Fenwick, Torres & Keane LLP — Gregory Navarro / Sophie Marchetti
Investor Counsel	Calderwood & Harkness LLP — Rachel Bernstein (Responsible Partner)
C&H Matter Number	1002-00002
C&H Billing Code	78412.001
Blackthorn Counsel	Whitfield & Pryor LLP (New York, NY)
Company Auditor	Pemberton & Associates CPAs LLP — Diane Stratton, CPA
Company Bank	Crescent National Bank (Boston, MA)
Escrow Agent (if needed)	Commonwealth Escrow Services, Inc., 75 Federal St., Suite 800, Boston, MA 02110
DE Registered Agent	Granite State Registered Agents, Inc., 1209 Orange Street, Wilmington, DE 19801

Target Closing Date	June 15, 2026
Exclusivity Period	April 18, 2026 – June 2, 2026 (45 days)
Due Diligence Period	April 18 – May 23, 2026
Definitive Docs Circulated	May 16, 2026
Convertible Note Extended Maturity	June 30, 2026
First Post-Close Board Meeting	June 22, 2026
Legal Fee Reimbursement Cap	$75,000 (Company to reimburse investor counsel)
Governing Law	Delaware

[sheet: Responsible Parties]

Party / Entity	Role	Contact Person	Title	Address	Notes
Pinnacle Venture Fund II LP	Lead Investor	Christine Aldridge	Partner, Deal Lead	450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115	GP: Pinnacle Capital Management LLC (EIN: 88-3471082). Fund EIN: 88-3529104.
Pinnacle Venture Fund II LP	Lead Investor	Sandeep Rajan	Managing Partner & GP Principal	450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115
Pinnacle Venture Fund II LP	Lead Investor	Tomas Medina	Vice President, Due Diligence	450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115
Blackthorn Growth Fund III LP	Co-Investor	Diana Hershfield	Partner	Counsel: Whitfield & Pryor LLP (New York, NY)
Stonebridge Ventures LLC	Co-Investor	Kevin Ashby	Managing Director
Quillen Technologies, Inc.	Company — CEO	Dr. Amara Osei	Co-Founder & CEO	88 Garrison Street, Floor 4, Boston, MA 02116	3,200,000 shares Common Stock
Quillen Technologies, Inc.	Company — CTO	Julian Voss	Co-Founder & CTO	88 Garrison Street, Floor 4, Boston, MA 02116	2,800,000 shares Common Stock
Quillen Technologies, Inc.	Company — VP Product	Priya Chandrasekar	VP of Product	88 Garrison Street, Floor 4, Boston, MA 02116	400,000 shares Common Stock; joined January 2025
Calderwood & Harkness LLP	Investor Counsel	Rachel Bernstein	Responsible Partner (Privacy & Data Security)	555 Mission Street, Suite 3100, San Francisco, CA 94105	$1,150/hr
Calderwood & Harkness LLP	Investor Counsel	Miriam Calloway	Billing Partner (Healthcare & Life Sciences)	555 Mission Street, Suite 3100, San Francisco, CA 94105	$1,100/hr
Calderwood & Harkness LLP	Investor Counsel	Leila Nazari	Lead Associate (Tax)	555 Mission Street, Suite 3100, San Francisco, CA 94105	$750/hr
Calderwood & Harkness LLP	Investor Counsel	Robert Jansen	Working Associate (Tax)	555 Mission Street, Suite 3100, San Francisco, CA 94105	$625/hr
Fenwick, Torres & Keane LLP	Company Counsel	Gregory Navarro	Lead Partner (Emerging Companies & VC)	200 Clarendon Street, Suite 3400, Boston, MA 02116
Fenwick, Torres & Keane LLP	Company Counsel	Sophie Marchetti	Associate	200 Clarendon Street, Suite 3400, Boston, MA 02116
Whitfield & Pryor LLP	Co-Investor Counsel (Blackthorn)	New York, NY
Harborview Angel Syndicate LLC	Seed Investor / Note Holder	Margaret "Peggy" Dunlap	Managing Member	1,500,000 Series Seed shares ($1.8M); $750,000 note principal
Ridgepoint Seed Partners LP	Seed Investor	Aaron Fitch	General Partner	1,000,000 Series Seed shares ($1.2M)
Caldwell Family Office LLC	Note Holder	Nathan Caldwell	Principal	$500,000 note principal
Dr. Lawrence Hu	Note Holder (Individual)	Dr. Lawrence Hu	Angel Investor	$250,000 note principal
Pemberton & Associates CPAs LLP	Company Auditor	Diane Stratton	Engagement Partner, CPA	Boston, MA	SOC 2 Type I completed Jan 2026; Type II expected Q3 2026
Crescent National Bank	Company Bank	Boston, MA	Operating account; wire destination for investment funds
Commonwealth Escrow Services, Inc.	Escrow Agent (if needed)	75 Federal Street, Suite 800, Boston, MA 02110
Granite State Registered Agents, Inc.	DE Registered Agent (Pinnacle & Quillen)	1209 Orange Street, Wilmington, DE 19801

[sheet: Closing Checklist]
Item No. | Category | Document / Deliverable | Description | Responsible Party | Secondary Party | Target Date | Status | Notes / Comments
1 | Charter Documents | Amended and Restated Certificate of Incorporation | Amended and Restated Certificate of Incorporation of Quillen Technologies, Inc. authorizing Series A Preferred Stock, setting forth rights, preferences, and privileges (1x non-participating liquidation preference, 8% non-cumulative dividends, broad-based weighted-average anti-dilution, protective provisions), and reflecting expanded option pool of 3,000,000 shares. To be filed with the Delaware Secretary of State. | Company Counsel (Fenwick, Torres & Keane LLP — G. Navarro / S. Marchetti) | Investor Counsel (Calderwood & Harkness LLP — R. Bernstein / L. Nazari) | June 15, 2026 | In Progress | Filing with Delaware Secretary of State required at or prior to closing. DE File Number: 7384219. Registered Agent: Granite State Registered Agents, Inc., 1209 Orange Street, Wilmington, DE 19801.
2 | Charter Documents | Certificate of Good Standing — Delaware | Certificate of Good Standing for Quillen Technologies, Inc. from the Delaware Secretary of State, dated within 10 days of closing. | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 10, 2026 | Pending | EIN: 93-4817265. Incorporated July 12, 2023.
3 | Charter Documents | Certificate of Good Standing — Massachusetts | Certificate of Good Standing / Certificate of Legal Existence from the Commonwealth of Massachusetts for Quillen Technologies, Inc., confirming foreign qualification. | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 10, 2026 | Pending | HQ: 88 Garrison Street, Floor 4, Boston, MA 02116.
4 | Transaction Agreements | Series A Preferred Stock Purchase Agreement (SPA) | Sale and issuance of 4,500,000 shares of Series A Preferred Stock at $5.00/share for aggregate consideration of $22,500,000; plus conversion of $1,702,500 in convertible notes into 851,250 shares of Series A Preferred at $2.00/share. Parties: Quillen Technologies, Inc., Pinnacle Venture Fund II LP, Blackthorn Growth Fund III LP, Stonebridge Ventures LLC, and converting note holders (Harborview Angel Syndicate LLC, Caldwell Family Office LLC, Dr. Lawrence Hu). Delaware governing law. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | Includes representations and warranties, conditions to closing, indemnification. Schedule of Investors and Disclosure Schedules to be attached.
5 | Transaction Agreements | Schedule of Investors | Allocation schedule listing all Series A purchasers: Pinnacle Venture Fund II LP — 2,800,000 shares ($14,000,000); Blackthorn Growth Fund III LP — 1,200,000 shares ($6,000,000); Stonebridge Ventures LLC — 500,000 shares ($2,500,000). Also lists note conversion shares: Harborview Angel Syndicate LLC, Caldwell Family Office LLC, Dr. Lawrence Hu — aggregate 851,250 shares at $2.00/share. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | Exhibit to SPA.
6 | Transaction Agreements | Disclosure Schedules to SPA | Company disclosure schedules covering IP, material contracts, litigation, employee matters, tax, capitalization, and other representations. Comments provided by C&H. | Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | In Progress | C&H comments on draft disclosure schedules previously circulated.
7 | Transaction Agreements | Investors' Rights Agreement (IRA) | Information rights (monthly financials within 30 days, annual audited financials within 120 days, annual budget by December 15), registration rights (demand after earlier of 5 years or IPO, S-3, piggyback), pro rata rights / ROFO on future rounds, legal fee reimbursement up to $75,000. Parties: Quillen, Pinnacle, Blackthorn, Stonebridge, and Series Seed holders (Harborview Angel Syndicate LLC and Ridgepoint Seed Partners LP). | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | NVCA-based form.
8 | Transaction Agreements | Voting Agreement | Board composition: 5 seats — 2 Common (founder designees, including Dr. Amara Osei and Julian Voss), 2 Series A Preferred (1 Pinnacle designee — Christine Aldridge; 1 Blackthorn designee — Diana Hershfield), 1 Independent (mutually agreed). Drag-along: majority of Common + majority of Preferred voting together. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | Delaware governing law.
9 | Transaction Agreements | Right of First Refusal and Co-Sale Agreement | ROFR for Company and then Investors on transfers by founders (Dr. Amara Osei, Julian Voss) and other key holders. Co-sale / tag-along rights. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | NVCA-based form. Delaware governing law.
10 | Ancillary Documents | Management Rights Letter — Pinnacle Venture Fund II LP | ERISA management rights letter granting Pinnacle VCOC qualification rights under DOL Reg. § 2510.3-101(d). Rights to consult with management, inspect books and records, attend board meetings. | Company (Quillen Technologies, Inc.) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | In Progress | Addressed to Pinnacle Venture Fund II LP, 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115.
11 | Ancillary Documents | Management Rights Letter — Blackthorn Growth Fund III LP | ERISA management rights letter granting Blackthorn VCOC qualification rights under DOL Reg. § 2510.3-101(d). | Company (Quillen Technologies, Inc.) | Investor Counsel (Calderwood & Harkness LLP) / Co-Investor Counsel (Whitfield & Pryor LLP) | June 15, 2026 | In Progress | Blackthorn counsel: Whitfield & Pryor LLP (New York, NY). Contact: Diana Hershfield.
12 | Ancillary Documents | Indemnification Agreement — Christine Aldridge (Pinnacle Board Designee) | Indemnification and advancement of expenses to the fullest extent permitted by Delaware law for Pinnacle's designee to the Quillen Board of Directors. | Company (Quillen Technologies, Inc.) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | In Progress | Christine Aldridge — Partner, Deal Lead, Pinnacle VC.
13 | Ancillary Documents | Indemnification Agreement — Diana Hershfield (Blackthorn Board Designee) | Indemnification and advancement of expenses for Blackthorn's designee to the Quillen Board of Directors. | Company (Quillen Technologies, Inc.) | Co-Investor Counsel (Whitfield & Pryor LLP) | June 15, 2026 | Pending | Diana Hershfield — Partner, Blackthorn Growth Fund III LP.
14 | Ancillary Documents | Side Letter — Pinnacle VC (Enhanced Information & Inspection Rights) | Enhanced quarterly reporting (quarterly financials within 45 days of quarter-end, quarterly KPI dashboards — ARR, churn, customer count), and enhanced inspection rights with on-site visits upon reasonable notice. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | Supplemental to IRA information rights.
15 | Ancillary Documents | Founder Stock Restriction Agreements / Vesting Amendments | Existing founder shares (Dr. Amara Osei — 3,200,000 shares; Julian Voss — 2,800,000 shares) to be subject to 4-year vesting with 1-year cliff; 25% vesting credit for time served (since July 2023, approx. 35 months → ~8.75 months vesting credit applied). | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Vesting credit calculation: 25% × 35 months served = 8.75 months credit.
16 | Board & Stockholder Approvals | Written Consent of Board of Directors — Quillen Technologies, Inc. | Board approval of Series A financing, Amended and Restated Certificate of Incorporation, issuance of Series A Preferred Stock, entry into SPA, IRA, Voting Agreement, ROFR/Co-Sale Agreement, management rights letters, and related documents. Option pool expansion to 3,000,000 authorized shares (adding 1,000,000 new shares; 1,800,000 unissued post-expansion). | Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Form prepared by C&H for company execution.
17 | Board & Stockholder Approvals | Written Consent of Stockholders — Quillen Technologies, Inc. | Stockholder approval of Amended and Restated Certificate of Incorporation, increase in authorized shares, option pool expansion, and Series A financing. To be executed by holders of a majority of outstanding stock (Common Stock: 8,000,000 shares outstanding; Series Seed Preferred: 2,500,000 shares outstanding). | Company (Quillen Technologies, Inc.) / Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Seed investors: Harborview Angel Syndicate LLC (Peggy Dunlap) — 1,500,000 shares; Ridgepoint Seed Partners LP (Aaron Fitch) — 1,000,000 shares.
18 | Certificates | Secretary's Certificate — Quillen Technologies, Inc. | Corporate secretary's certificate certifying attached copies of Amended and Restated Certificate of Incorporation, bylaws, board resolutions, and stockholder consents approving the Series A financing. | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | Pending | Form prepared by C&H.
19 | Certificates | Officer's Compliance Certificate — Quillen Technologies, Inc. | Certificate executed by Dr. Amara Osei (CEO) certifying all SPA representations and warranties are true and correct as of closing, all closing conditions satisfied, and no material adverse change has occurred. | Company (Quillen Technologies, Inc. — Dr. Amara Osei, CEO) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | Pending | Form prepared by C&H.
20 | Certificates | Bring-Down Certificate — Quillen Technologies, Inc. | Officer's bring-down certificate confirming accuracy of Company's representations and warranties as of the closing date and absence of any material adverse effect. | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | Pending | To be delivered at closing.
21 | Legal Opinion | Legal Opinion of Company Counsel (Fenwick, Torres & Keane LLP) | Closing opinion covering due organization and good standing, authorization and valid issuance of Series A Preferred Stock, no conflicts with charter documents or material agreements, no required governmental consents (other than DE SOS filing), and enforceability of transaction documents. | Company Counsel (Fenwick, Torres & Keane LLP — G. Navarro) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Agreed form negotiated between C&H and Ostrander Solutions.
22 | Financial / Funds Flow | Funds Flow Memorandum | Wire transfer instructions and funds flow for $22,500,000 investment: Pinnacle $14,000,000; Blackthorn $6,000,000; Stonebridge $2,500,000. All wires to Quillen Technologies' operating account at Crescent National Bank, Boston, MA. Convertible note conversion is equity conversion (no cash flow). Company counsel fees and investor counsel fee reimbursement (up to $75,000) to be netted or paid separately. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | In Progress | Wire instructions for each investor to be confirmed. Escrow agent (Commonwealth Escrow Services, Inc., 75 Federal St., Suite 800, Boston, MA 02110) available if needed.
23 | Financial / Funds Flow | Wire Transfer — Pinnacle Venture Fund II LP | Wire of $14,000,000 from Pinnacle Venture Fund II LP to Quillen Technologies, Inc. account at Crescent National Bank. | Pinnacle Venture Fund II LP (Sandeep Rajan / Christine Aldridge) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Pinnacle HQ: 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115. EIN: 88-3529104. GP: Pinnacle Capital Management LLC (EIN: 88-3471082).
24 | Financial / Funds Flow | Wire Transfer — Blackthorn Growth Fund III LP | Wire of $6,000,000 from Blackthorn Growth Fund III LP to Quillen Technologies, Inc. account at Crescent National Bank. | Blackthorn Growth Fund III LP (Diana Hershfield) | Co-Investor Counsel (Whitfield & Pryor LLP) | June 15, 2026 | Pending
25 | Financial / Funds Flow | Wire Transfer — Stonebridge Ventures LLC | Wire of $2,500,000 from Stonebridge Ventures LLC to Quillen Technologies, Inc. account at Crescent National Bank. | Stonebridge Ventures LLC (Kevin Ashby) | June 15, 2026 | Pending
26 | Financial / Funds Flow | Convertible Note Conversion Documentation | Documentation of conversion of $1,500,000 aggregate principal + $202,500 accrued interest (total $1,702,500) into 851,250 shares of Series A Preferred at $2.00/share (valuation cap-derived conversion price). Note holders: Harborview Angel Syndicate LLC ($750,000 principal), Caldwell Family Office LLC ($500,000 principal), Dr. Lawrence Hu ($250,000 principal). Notes issued March 15, 2024; 6% simple interest; 20% discount; $25,000,000 valuation cap. | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | Conversion price: lower of discount ($4.00) and cap ($2.00); cap price controls. Extended maturity: June 30, 2026. Conversion is equity-only (no cash).
27 | Financial / Funds Flow | Investor Counsel Fee Reimbursement | Company to reimburse Calderwood & Harkness LLP legal fees up to $75,000. C&H estimated fees: $60,000–$75,000. | Company (Quillen Technologies, Inc.) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | To be netted from closing proceeds or paid separately per agreement. C&H rates: Bernstein $1,150/hr; Calloway $1,100/hr; Nazari $750/hr; Jansen $625/hr.
28 | Stock Issuance | Issuance of Series A Preferred Stock Certificates / Book-Entry Notices | Issuance of 4,500,000 shares of Series A Preferred Stock to new-money investors and 851,250 shares to converting note holders (total 5,351,250 shares of Series A Preferred). Stock certificates or book-entry confirmations to be delivered. | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | Pending | Pinnacle: 2,800,000 shares; Blackthorn: 1,200,000 shares; Stonebridge: 500,000 shares; Note conversion: 851,250 shares.
29 | Stock Issuance | Updated Stock Ledger and Capitalization Table | Updated stock ledger reflecting post-closing capitalization: Common Stock 8,000,000 shares; Series Seed Preferred 2,500,000 shares; Series A Preferred (new money) 4,500,000 shares; Series A Preferred (note conversion) 851,250 shares; Option Pool 3,000,000 authorized (1,200,000 granted, 1,800,000 unissued). Fully diluted total: 16,051,250 (excl. unissued options) / 17,851,250 (incl. full option pool). | Company (Quillen Technologies, Inc.) | Company Counsel (Fenwick, Torres & Keane LLP) | June 15, 2026 | Pending | Pre-money valuation: $57,500,000. Post-money valuation: $80,000,000.
30 | Investor Deliverables | Investor Representation Letters / Accredited Investor Questionnaires | Executed investor representation letters and accredited investor questionnaires from each Series A purchaser (Pinnacle, Blackthorn, Stonebridge). | Investors (Pinnacle, Blackthorn, Stonebridge) | Investor Counsel (Calderwood & Harkness LLP) / Co-Investor Counsel (Whitfield & Pryor LLP) | June 15, 2026 | Pending
31 | Post-Closing | Filing of Amended and Restated Certificate of Incorporation — Confirmation | Confirmation of filing and acceptance of Amended and Restated Certificate of Incorporation by the Delaware Secretary of State. Stamped copy to be obtained. | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 15, 2026 | Pending | To be filed at or immediately prior to closing.
32 | Post-Closing | Form D Filing with the SEC | Filing of Form D with the SEC for the Series A offering (Regulation D, Rule 506). | Company Counsel (Fenwick, Torres & Keane LLP) | Company (Quillen Technologies, Inc.) | July 1, 2026 | Pending | Due within 15 days of first sale.
33 | Post-Closing | Blue Sky / State Securities Notice Filings | State securities notice filings as required in applicable jurisdictions (California, Massachusetts, New York, Delaware, Connecticut, and others as applicable). | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | July 1, 2026 | Pending | Jurisdictions based on investor locations.
34 | Post-Closing | Section 83(b) Election Reminders — Founder Vesting | Remind founders (Dr. Amara Osei, Julian Voss) of Section 83(b) election requirements if applicable in connection with new vesting schedules on existing shares. Must be filed within 30 days of vesting commencement. | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | July 15, 2026 | Pending | 4-year vesting with 1-year cliff; 25% vesting credit applied (~8.75 months).
35 | Post-Closing | D&O Insurance Confirmation | Confirmation that Quillen Technologies has obtained or renewed directors' and officers' liability insurance satisfactory to investors. | Company (Quillen Technologies, Inc.) | Investor Counsel (Calderwood & Harkness LLP) | June 22, 2026 | Pending | To be confirmed prior to first post-close board meeting.
36 | Post-Closing | Updated Bylaws | Updated bylaws of Quillen Technologies, Inc. reflecting any changes required in connection with the Series A financing and new board composition. | Company Counsel (Fenwick, Torres & Keane LLP) | Investor Counsel (Calderwood & Harkness LLP) | June 22, 2026 | Pending
37 | Post-Closing | First Post-Close Board Meeting | First meeting of the Board of Directors of Quillen Technologies following closing. Agenda to include appointment of new board members (Christine Aldridge — Pinnacle designee; Diana Hershfield — Blackthorn designee), election of officers, and ratification of closing actions. | Company (Quillen Technologies, Inc.) | All Parties | June 22, 2026 | Pending | Board: 2 Common (Dr. Amara Osei, Julian Voss), 2 Series A (Christine Aldridge, Diana Hershfield), 1 Independent (TBD).
38 | Post-Closing | Foreign Qualification Updates | Confirm and update foreign qualifications of Quillen Technologies as needed in states where the company conducts business. | Company Counsel (Fenwick, Torres & Keane LLP) | July 15, 2026 | Pending | Currently qualified in Massachusetts.
39 | Post-Closing | Closing Binder Assembly | Assembly and distribution of closing binder (physical and/or electronic) containing all executed transaction documents, certificates, opinions, resolutions, and ancillary materials. | Investor Counsel (Calderwood & Harkness LLP) | Company Counsel (Fenwick, Torres & Keane LLP) | June 30, 2026 | Pending | Distributed to Pinnacle VC, Blackthorn, Stonebridge, Quillen Technologies, and respective counsel.
STATUS SUMMARY
Completed Items | 0
In Progress Items | 13
Pending Items | 26
Total Items | 39
[sheet: Summary & Key Dates]
Field | Detail
Transaction | Series A Preferred Stock Financing — Quillen Technologies, Inc.
Total Round Size | $22,500,000
Pre-Money Valuation | $57,500,000
Post-Money Valuation | $80,000,000
Price Per Share (Series A) | $5.00
Series A Shares Issued (New Money) | 4,500,000
Convertible Note Conversion Shares | 851,250 shares at $2.00/share
Total Series A Shares | 5,351,250
Lead Investor | Pinnacle Venture Fund II LP — $14,000,000 (2,800,000 shares)
Co-Investor | Blackthorn Growth Fund III LP — $6,000,000 (1,200,000 shares)
Co-Investor | Stonebridge Ventures LLC — $2,500,000 (500,000 shares)
Company | Quillen Technologies, Inc. (DE C-Corp, EIN 93-4817265)
Company Address | 88 Garrison Street, Floor 4, Boston, MA 02116
Company CEO | Dr. Amara Osei
Company CTO | Julian Voss
Company Counsel | Fenwick, Torres & Keane LLP — Gregory Navarro / Sophie Marchetti
Investor Counsel | Calderwood & Harkness LLP — Rachel Bernstein (Responsible Partner)
C&H Matter Number | 1002-00002
C&H Billing Code | 78412.001
Blackthorn Counsel | Whitfield & Pryor LLP (New York, NY)
Company Auditor | Pemberton & Associates CPAs LLP — Diane Stratton, CPA
Company Bank | Crescent National Bank (Boston, MA)
Escrow Agent (if needed) | Commonwealth Escrow Services, Inc., 75 Federal St., Suite 800, Boston, MA 02110
DE Registered Agent | Granite State Registered Agents, Inc., 1209 Orange Street, Wilmington, DE 19801
Target Closing Date | June 15, 2026
Exclusivity Period | April 18, 2026 – June 2, 2026 (45 days)
Due Diligence Period | April 18 – May 23, 2026
Definitive Docs Circulated | May 16, 2026
Convertible Note Extended Maturity | June 30, 2026
First Post-Close Board Meeting | June 22, 2026
Legal Fee Reimbursement Cap | $75,000 (Company to reimburse investor counsel)
Governing Law | Delaware
[sheet: Responsible Parties]
Party / Entity | Role | Contact Person | Title | Address | Notes
Pinnacle Venture Fund II LP | Lead Investor | Christine Aldridge | Partner, Deal Lead | 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115 | GP: Pinnacle Capital Management LLC (EIN: 88-3471082). Fund EIN: 88-3529104.
Pinnacle Venture Fund II LP | Lead Investor | Sandeep Rajan | Managing Partner & GP Principal | 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115
Pinnacle Venture Fund II LP | Lead Investor | Tomas Medina | Vice President, Due Diligence | 450 Pacific Heights Blvd., Suite 1200, San Francisco, CA 94115
Blackthorn Growth Fund III LP | Co-Investor | Diana Hershfield | Partner | Counsel: Whitfield & Pryor LLP (New York, NY)
Stonebridge Ventures LLC | Co-Investor | Kevin Ashby | Managing Director
Quillen Technologies, Inc. | Company — CEO | Dr. Amara Osei | Co-Founder & CEO | 88 Garrison Street, Floor 4, Boston, MA 02116 | 3,200,000 shares Common Stock
Quillen Technologies, Inc. | Company — CTO | Julian Voss | Co-Founder & CTO | 88 Garrison Street, Floor 4, Boston, MA 02116 | 2,800,000 shares Common Stock
Quillen Technologies, Inc. | Company — VP Product | Priya Chandrasekar | VP of Product | 88 Garrison Street, Floor 4, Boston, MA 02116 | 400,000 shares Common Stock; joined January 2025
Calderwood & Harkness LLP | Investor Counsel | Rachel Bernstein | Responsible Partner (Privacy & Data Security) | 555 Mission Street, Suite 3100, San Francisco, CA 94105 | $1,150/hr
Calderwood & Harkness LLP | Investor Counsel | Miriam Calloway | Billing Partner (Healthcare & Life Sciences) | 555 Mission Street, Suite 3100, San Francisco, CA 94105 | $1,100/hr
Calderwood & Harkness LLP | Investor Counsel | Leila Nazari | Lead Associate (Tax) | 555 Mission Street, Suite 3100, San Francisco, CA 94105 | $750/hr
Calderwood & Harkness LLP | Investor Counsel | Robert Jansen | Working Associate (Tax) | 555 Mission Street, Suite 3100, San Francisco, CA 94105 | $625/hr
Fenwick, Torres & Keane LLP | Company Counsel | Gregory Navarro | Lead Partner (Emerging Companies & VC) | 200 Clarendon Street, Suite 3400, Boston, MA 02116
Fenwick, Torres & Keane LLP | Company Counsel | Sophie Marchetti | Associate | 200 Clarendon Street, Suite 3400, Boston, MA 02116
Whitfield & Pryor LLP | Co-Investor Counsel (Blackthorn) | New York, NY
Harborview Angel Syndicate LLC | Seed Investor / Note Holder | Margaret "Peggy" Dunlap | Managing Member | 1,500,000 Series Seed shares ($1.8M); $750,000 note principal
Ridgepoint Seed Partners LP | Seed Investor | Aaron Fitch | General Partner | 1,000,000 Series Seed shares ($1.2M)
Caldwell Family Office LLC | Note Holder | Nathan Caldwell | Principal | $500,000 note principal
Dr. Lawrence Hu | Note Holder (Individual) | Dr. Lawrence Hu | Angel Investor | $250,000 note principal
Pemberton & Associates CPAs LLP | Company Auditor | Diane Stratton | Engagement Partner, CPA | Boston, MA | SOC 2 Type I completed Jan 2026; Type II expected Q3 2026
Crescent National Bank | Company Bank | Boston, MA | Operating account; wire destination for investment funds
Commonwealth Escrow Services, Inc. | Escrow Agent (if needed) | 75 Federal Street, Suite 800, Boston, MA 02110
Granite State Registered Agents, Inc. | DE Registered Agent (Pinnacle & Quillen) | 1209 Orange Street, Wilmington, DE 19801

[sheet: Closing Checklist]

STATUS SUMMARY

Record

Parties

Dates

Amounts