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Smart scan / 1008-00006

Client 1008 Funds 12 docs · open →

Document types detected

Contract / agreement7

Analysis / memo2

Engagement letter2

Other1

Parties across the matter

Background Lumos Analytics IncCheng LLPDATA SCIEmployee Tier Lumos Analytics IncEquity IncExecutive Tier Lumos Analytics IncGeneral Outside CorpHARKNESS LLPHarkness LLPKraft Quill CPAs LLPLegal Lumos Analytics IncLumos Analytics IncRidgeline Ventures Management LLC

Chronology

2025-01-01 · engagement-letter-el-2024-0847-rv.docx

… of this engagement. In the event that this engagement extends beyond January 1, 2025, the rates set forth above shall remain in effect through the completion or termination o …

2024-06-30 · implementation-rollout-memorandum.docx

… cution of the revised PIIA by all 142 California-based employees — is June 30, 2024. This timeline accounts for the necessary preparatory steps, including board authorizatio …

2024-06-27 · closing-letter-matter-summary.docx

… fort. This matter will be formally closed in the Firm's records as of June 27, 2024, with a status designation of "closed — completed." This letter serves as both a closing …

2024-06-24 · closing-letter-matter-summary.docx

… 893-7401 www.calderwoodharkness.com Labor & Employment Practice Group June 24, 2024 Camille Desrosiers General Counsel & Vice President of Legal Lumos Analytics Inc. 2200 Pa …

2024-06-10 · closing-letter-matter-summary.docx

… ollout of the revised agreements to its California-based employees on June 10, 2024, and we are pleased to have supported the Company in that effort. This matter will be for …

2024-05-29 · implementation-rollout-memorandum.docx

… uang, Vice President of People Operations, Lumos Analytics Inc. DATE: May 29, 2024 RE: Implementation and Rollout Guidance — Revised Proprietary Information & Inventions Ag …

2024-05-29 · closing-letter-matter-summary.docx

… nt review. Deliverable 3: Final PIIA — Executive Tier Date Delivered: May 29, 2024 Description: The final, execution-ready Proprietary Information & Inventions Agreement te …

2024-05-29 · piia-executive-tier-redline.docx

… Executive Tier Lumos Analytics Inc. Template Version Date: May 29, 2024 Prepared by: Devon Archer (CA Bar No. 318274) Nadia Petrov (CA Bar No. 342891) Matter …

2024-05-29 · exhibit-a-prior-inventions-disclosure.docx

… EXHIBIT A PRIOR INVENTIONS DISCLOSURE SCHEDULE May 29, 2024 Exhibit A to the Proprietary Information & Inventions Agreement (the "Agreement") of Lumo …

2024-05-29 · exhibit-b-section-2870-notice.docx

… tary Information & Inventions Agreement of Lumos Analytics Inc. Date: May 29, 2024 Prepared by: Nadia Petrov, Calderwood & Harkness LLP INTRODUCTORY NOTICE This Exhibit B i …

2024-05-29 · piia-executive-tier-final.docx

… AGREEMENT Executive Tier Lumos Analytics Inc. Template Version Date: May 29, 2024 Prepared by: Devon Archer (CA Bar No. 318274) Nadia Petrov (CA Bar No. 342891) Calderwood …

2024-05-29 · piia-mid-entry-level-tier-final.docx

… oyee Tier Lumos Analytics Inc. Effective Date: [Insert Date] Prepared May 29, 2024 Prepared by: Devon Archer (CA Bar No. 318274) and Nadia Petrov (CA Bar No. 342891), Calde …

2024-05-29 · piia-senior-engineer-tier-final.docx

… Petrov (CA Bar No. 342891), Calderwood & Harkness LLP. Template Date: May 29, 2024. Calderwood & Harkness LLP Matter No. 1008-00006. PROPRIETARY INFORMATION & INVENTIONS AG …

2024-05-13 · implementation-rollout-memorandum.docx

… Lumos's comments from the May 6, 2024 working call were delivered on May 13, 2024. The final execution-ready templates and exhibits are delivered concurrently with this me …

2024-05-06 · implementation-rollout-memorandum.docx

… pril 22, 2024. Revised drafts incorporating Lumos's comments from the May 6, 2024 working call were delivered on May 13, 2024. The final execution-ready templates and exhi …

2024-04-22 · implementation-rollout-memorandum.docx

… f the revised provisions to the existing agreements were delivered on April 22, 2024. Revised drafts incorporating Lumos's comments from the May 6, 2024 working call were del …

2024-04-22 · closing-letter-matter-summary.docx

… 2: Redline Mark-Up of Existing PIIA (Executive Tier) Date Delivered: April 22, 2024 Description: A tracked-changes redline of the legacy Q2 2021 Proprietary Information & In …

2024-04-08 · california-enforceability-analysis-memo.docx

… General Counsel & Vice President of Legal, Lumos Analytics Inc. Date: April 8, 2024 Re: California Enforceability Analysis — Non-Compete, Non-Solicitation, Invention-Assignm …

2024-04-08 · implementation-rollout-memorandum.docx

… xhibits, and our preliminary enforceability analysis memorandum dated April 8, 2024, all of which are being delivered concurrently or have been previously delivered to the C …

2024-04-08 · closing-letter-matter-summary.docx

… able 1: California Enforceability Analysis Memorandum Date Delivered: April 8, 2024 Description: A comprehensive client-facing legal memorandum analyzing the enforceability …

2024-03-25 · california-enforceability-analysis-memo.docx

… ness via Lumos's SecureShare document portal (portal ID: LSA-0847) on March 25, 2024. The document production included one hundred forty-two (142) executed PIIAs (one for eac …

2024-03-19 · california-enforceability-analysis-memo.docx

… 's conflicts clearance process, the engagement was formally opened on March 19, 2024 under Matter Number 1008-00006, with Engagement Letter Reference EL-2024-0847-RV. C. Exis …

2024-03-19 · closing-letter-matter-summary.docx

… 024 (Ref. EL-2024-0847-RV), which was duly executed by the Company on March 19, 2024, at which time Matter No. 1008-00006 was officially opened in the Firm's records. As desc …

2024-03-12 · california-enforceability-analysis-memo.docx

… n project. Calderwood & Harkness's engagement letter was delivered on March 12, 2024, and following completion of the Firm's conflicts clearance process, the engagement was f …

2024-03-12 · closing-letter-matter-summary.docx

… reements. This engagement was governed by the engagement letter dated March 12, 2024 (Ref. EL-2024-0847-RV), which was duly executed by the Company on March 19, 2024, at whic …

2024-03-12 · conflicts-clearance-memorandum.docx

… licts analysis. The engagement letter (Ref. EL-2024-0847-RV) is dated March 12, 2024, and is being delivered concurrently with this memorandum. As required by the Firm's new- …

2024-03-12 · engagement-letter-el-2024-0847-rv.docx

… derwoodharkness.com Reference: EL-2024-0847-RV Matter No.: 1008-00006 March 12, 2024 Camille Desrosiers General Counsel & Vice President of Legal Lumos Analytics Inc. 2200 Pa …

2024-03-11 · conflicts-clearance-memorandum.docx

… , powered by Ridgeway Health IT). The initial search was performed on March 11, 2024, and an updated search was performed on March 12, 2024, to capture any new matter opening …

2024-03-07 · california-enforceability-analysis-memo.docx

… sident of Legal, contacted Renata Vasquez at Calderwood & Harkness on March 7, 2024 to discuss the engagement of the Firm for a comprehensive review and remediation project. …

2024-03-07 · conflicts-clearance-memorandum.docx

… l Rules of Professional Conduct. The conflicts check was initiated on March 7, 2024, following initial contact from Camille Desrosiers, General Counsel and Vice President of …

2024-03-07 · engagement-letter-el-2024-0847-rv.docx

… ions. This Letter follows the initial conversation that took place on March 7, 2024, between you and Renata Vasquez, Partner in the Firm's Labor & Employment practice group, …

2024-03-06 · conflicts-clearance-memorandum.docx

… a Vasquez. Ms. Desrosiers's initial inquiry was received via email on March 6, 2024, and a follow-up telephone call took place on March 7, 2024, during which the scope and n …

2024-02-28 · california-enforceability-analysis-memo.docx

… s existing employment agreements. These concerns were detailed in her February 28, 2024 board observer report circulated to the Lumos Board of Directors. The board observer repo …

2024-02-28 · implementation-rollout-memorandum.docx

… Narayanan's findings were summarized in a board observer report dated February 28, 2024, which was circulated to the Lumos Board of Directors and senior leadership team. That re …

2024-02-28 · closing-letter-matter-summary.docx

… as a board observer of Lumos, prepared a board observer report dated February 28, 2024, in which she flagged several material compliance deficiencies in Lumos's existing employ …

2024-02-28 · conflicts-clearance-memorandum.docx

… ng post-investment legal-housekeeping diligence conducted on or about February 28, 2024. Ms. Narayanan subsequently recommended that Lumos retain outside employment counsel with …

2024-02-14 · california-enforceability-analysis-memo.docx

… and recommendations. This engagement arises in the context of Lumos's February 14, 2024 Series C financing, in which the Company raised $68 million at a $410 million post-money …

2024-02-14 · implementation-rollout-memorandum.docx

… g the Company's $68 million Series C financing round, which closed on February 14, 2024, at a post-money valuation of approximately $410 million. The Series C round was led by R …

2024-02-14 · closing-letter-matter-summary.docx

… oncerns identified during Lumos's Series C financing, which closed on February 14, 2024. The Series C round raised sixty-eight million dollars ($68,000,000) at a post-money valu …

2024-02-14 · email-coordination-whitmore-cheng.eml

… nt was prompted following Lumos's Series C financing (which closed on February 14, 2024 — $68 million led by Ridgeline Ventures Fund IV, L.P., at a $410 million post-money valua …