FR EA

Matter 1002-00002 — Pinnacle Venture Fund II LP

2026 · 40 documents · Funds · R. Okafor

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Closing 11 files
DOC Other board-consent-pre-closing-quillen.docx DOC Other client-closing-letter.docx DOC Analysis / memo closing-checklist.xlsx DOC Analysis / memo closing-memorandum.docx DOC Contract / agreement form-bring-down-certificate.docx DOC Contract / agreement form-compliance-certificate.docx DOC Analysis / memo form-secretary-certificate.docx DOC Analysis / memo funds-flow-memo.xlsx DOC Contract / agreement legal-opinion-form.docx DOC Analysis / memo post-closing-obligations-memo.docx DOC Other stockholder-consent-quillen.docx
Correspondence 3 files
EMAIL Correspondence email-bernstein-to-aldridge-term-sheet-counter.eml EMAIL Correspondence email-bernstein-to-navarro-dd-request.eml EMAIL Correspondence email-bernstein-to-navarro-definitive-docs.eml
Diligence 7 files
DOC Other cap-table-analysis.xlsx DOC Analysis / memo convertible-note-conversion-memo.docx DOC Analysis / memo material-contracts-review-memo.docx DOC Analysis / memo corporate-organization-memo.docx DOC Analysis / memo ip-due-diligence-memo.docx DOC Analysis / memo privacy-data-security-dd-memo.docx DOC Other due-diligence-request-list.xlsx
Engagement 2 files
DOC Analysis / memo conflicts-check-memorandum.docx DOC Engagement letter engagement-letter-pinnacle-vc.docx
Term Sheet 3 files
DOC Other company-draft-term-sheet.docx DOC Other pinnacle-counter-term-sheet-redline.docx DOC Analysis / memo term-sheet-issues-list.docx
Transaction Analysis 3 files
DOC Analysis / memo preliminary-transaction-structure-memo.docx DOC Analysis / memo qsbs-eligibility-tax-memo.docx DOC Analysis / memo regulatory-compliance-memo.docx
Transaction Documents 11 files
DOC Other amended-restated-certificate-of-incorporation-draft.docx DOC Contract / agreement disclosure-schedule-comments.docx DOC Contract / agreement indemnification-agreement-board-designee.docx DOC Contract / agreement investors-rights-agreement-draft.docx DOC Other management-rights-letter-blackthorn.docx DOC Other management-rights-letter-pinnacle.docx DOC Contract / agreement rofr-co-sale-agreement-draft.docx DOC Contract / agreement schedule-of-investors.xlsx DOC Contract / agreement series-a-spa-draft.docx DOC Contract / agreement side-letter-pinnacle-information-rights.docx DOC Contract / agreement voting-agreement-draft.docx

Chronology

2026-07-15 closing-checklist.xlsx
2026-07-15 post-closing-obligations-memo.docx
2026-07-01 closing-checklist.xlsx
2026-06-30 client-closing-letter.docx
2026-06-30 closing-checklist.xlsx
2026-06-30 closing-memorandum.docx
2026-06-30 email-bernstein-to-aldridge-term-sheet-counter.eml
2026-06-30 email-bernstein-to-navarro-dd-request.eml
2026-06-30 email-bernstein-to-navarro-definitive-docs.eml
2026-06-30 cap-table-analysis.xlsx
2026-06-30 convertible-note-conversion-memo.docx
2026-06-30 corporate-organization-memo.docx
2026-06-30 due-diligence-request-list.xlsx
2026-06-30 company-draft-term-sheet.docx
2026-06-30 pinnacle-counter-term-sheet-redline.docx
2026-06-30 term-sheet-issues-list.docx
2026-06-30 preliminary-transaction-structure-memo.docx
2026-06-30 disclosure-schedule-comments.docx
2026-06-30 series-a-spa-draft.docx
2026-06-29 post-closing-obligations-memo.docx
2026-06-22 client-closing-letter.docx
2026-06-22 closing-checklist.xlsx
2026-06-20 post-closing-obligations-memo.docx
2026-06-15 client-closing-letter.docx