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Client 1009 Funds 12 docs · open →

Document types detected

Contract / agreement6

Analysis / memo3

Other2

Engagement letter1

Parties across the matter

Delaware CorpDelaware General CorpEquity IncExecutive Officer Skybridge Fintech LtdFinancial Officer Skybridge Fintech LtdGeneral CorpHARKNESS LLPHarborview Seed Investors LLCHarkness LLPHesse CPAs LLPHowell LLPOFFERED FOR SAOPINION OF COUNSEL REASONABLY SAPURCHASE AGREEMENT Skybridge Fintech Ltd

Chronology

2027-07-18 · amended-and-restated-investors-rights-agreement.docx

… (i) the fifth (5th) anniversary of the date of this Agreement (i.e., July 18, 2027) or (ii) one hundred eighty (180) days after the effective date of the Company's IPO, the …

2025-01-15 · disclosure-schedule-to-spa.docx

… ollowing the cliff date, such that all shares will be fully vested on January 15, 2025, subject to Mr. Okonkwo's continued service with the Company on each applicable vesting d …

2022-10-27 · closing-checklist.xlsx

… entures), Seat 5 — Independent director TBD (mutual consent, deadline October 27, 2022 — 90 days post-closing). Drag-along provisions. Delaware law. | Calderwood & Harkness LLP …

2022-10-27 · amended-and-restated-voting-agreement.docx

… nsactions contemplated by the Purchase Agreement (i.e., no later than October 27, 2022). The Independent Director shall meet each of the following independence criteria: (A) th …

2022-08-12 · closing-checklist.xlsx

2022-08-10 · closing-checklist.xlsx

2022-07-29 · board-consent-written-resolutions.docx

… Series B Financing, with such filing anticipated to occur on or about July 29, 2022, and to take all actions and pay all fees necessary in connection therewith. Resolution 3 …

2022-07-29 · closing-certificate.docx

… hall be filed with the Secretary of State of the State of Delaware on July 29, 2022, upon the release of the escrowed closing funds pursuant to the escrow arrangements descr …

2022-07-29 · closing-checklist.xlsx

2022-07-29 · legal-opinion-issuers-counsel.docx

… iled with the Secretary of State of the State of Delaware on or about July 29, 2022; (c) The Amended and Restated Investors' Rights Agreement, dated as of July 18, 2022, by …

2022-07-29 · amended-and-restated-investors-rights-agreement.docx

… any has filed with the Secretary of State of the State of Delaware on July 29, 2022, the Amended and Restated Certificate of Incorporation of the Company (the "Restated Cert …

2022-07-29 · amended-and-restated-rofr-co-sale-agreement.docx

… any, as filed with the Secretary of State of the State of Delaware on July 29, 2022, as the same may be further amended, restated, supplemented, or otherwise modified from t …

2022-07-29 · amended-and-restated-voting-agreement.docx

… any, as filed with the Secretary of State of the State of Delaware on July 29, 2022, as the same may be amended, modified, supplemented, or restated from time to time. "Comm …

2022-07-29 · series-b-stock-purchase-agreement.docx

… satisfaction of the conditions set forth in Section 1.2(d) below, on July 29, 2022 (the "Funding Date"), the Escrow Agent shall release the escrowed funds to the Company, a …

2022-07-18 · board-consent-written-resolutions.docx

… F SKYBRIDGE FINTECH LTD. IN LIEU OF A SPECIAL MEETING Effective as of July 18, 2022 The undersigned, constituting all of the members of the Board of Directors (the "Board") …

2022-07-18 · closing-certificate.docx

… Section 5.3 of the Series B Preferred Stock Purchase Agreement dated July 18, 2022 July 18, 2022 Prepared by: Calderwood & Harkness LLP 919 N. Market Street, Suite 1500 Wil …

2022-07-18 · closing-checklist.xlsx

… 19 N. Market Street, Suite 1500, Wilmington, DE 19801 | Signing Date: July 18, 2022 | Funding/Filing Date: July 29, 2022 HEADER | Transaction Summary | $45,000,000 Series B …

2022-07-18 · legal-opinion-issuers-counsel.docx

… : (302) 555-7800 Facsimile: (302) 555-7801 www.calderwoodharkness.com July 18, 2022 Granite Peak Ventures, LP 350 Sand Hill Road, Suite 180 Menlo Park, California 94025 Ridg …

2022-07-18 · preferred-stock-recap-and-waterfall-memo.docx

… ing of the Financing are expected to occur simultaneously on or about July 18, 2022. The A&R COI will be filed with the Delaware Secretary of State upon the funding of the F …

2022-07-18 · amended-and-restated-investors-rights-agreement.docx

… S AGREEMENT SKYBRIDGE FINTECH LTD. a Delaware corporation Dated as of July 18, 2022 This AMENDED AND RESTATED INVESTORS' RIGHTS AGREEMENT (this "Agreement") is made and ente …

2022-07-18 · amended-and-restated-rofr-co-sale-agreement.docx

… AND RESTATED RIGHT OF FIRST REFUSAL AND CO-SALE AGREEMENT Dated as of July 18, 2022 among SKYBRIDGE FINTECH LTD. a Delaware Corporation the KEY HOLDERS listed on Exhibit A h …

2022-07-18 · amended-and-restated-voting-agreement.docx

… bit A hereto and the INVESTORS listed on Exhibit B hereto Dated as of July 18, 2022 This Amended and Restated Voting Agreement (this "Agreement") amends and restates in its …

2022-07-18 · disclosure-schedule-to-spa.docx

… E AGREEMENT SKYBRIDGE FINTECH LTD. a Delaware corporation Dated as of July 18, 2022 CONFIDENTIAL — This document contains confidential and proprietary information of Skybrid …

2022-07-18 · series-b-stock-purchase-agreement.docx

… SERIES B PREFERRED STOCK PURCHASE AGREEMENT Skybridge Fintech Ltd. July 18, 2022 Execution Version Right-click to update Table of Contents SERIES B PREFERRED STOCK PURCHA …

2022-07-15 · closing-checklist.xlsx

… Skybridge Fintech Ltd. (David Okonkwo, CFO) | 2022-07-18 | Complete | 2022-07-15 | Policy binder delivered; full policy to follow F-2 | (F) | Evidence of D&O Insurance — …

2022-07-14 · closing-checklist.xlsx

… plete | 2022-07-14 | Obtained from Delaware Secretary of State; dated July 14, 2022 (B) | TRANSACTION DOCUMENTS B-1 | (B) | Series B Preferred Stock Purchase Agreement | Exe …

2022-06-24 · closing-checklist.xlsx

… omplete | Internal/client memo to Miriam Calloway and Naveen Raghavan 2022-06-24 | Diligence substantially complete | Calderwood & Harkness LLP / Fenwick, Pratt & Howell …

2022-06-10 · board-consent-written-resolutions.docx

… tion analysis memorandum prepared by Calderwood & Harkness LLP, dated June 10, 2022, summarizing the Company's pre-money and post-money capitalization, the dilutive impact o …

2022-06-10 · closing-checklist.xlsx

… | Complete | Based on NVCA model documents (2020 edition), customized 2022-06-10 | Preferred Stock Capitalization Analysis & Liquidation Waterfall Memo circulated | Calde …

2022-06-10 · preferred-stock-recap-and-waterfall-memo.docx

… LLP; Naveen Raghavan, Co-Founder & CEO, Skybridge Fintech Ltd. DATE: June 10, 2022 RE: Preferred Stock Capitalization Analysis and Liquidation Waterfall — Series B Preferre …

2022-05-27 · closing-checklist.xlsx

2022-05-27 · preferred-stock-recap-and-waterfall-memo.docx

… d April 22, 2022 and the draft Stock Purchase Agreement circulated on May 27, 2022: The Series B Preferred Stock will rank senior to the Series A Preferred Stock and the Se …

2022-05-12 · closing-checklist.xlsx

2022-05-09 · closing-checklist.xlsx

2022-05-05 · closing-checklist.xlsx

… gagement Letter — Calderwood & Harkness LLP | Engagement letter dated May 5, 2022 from Calderwood & Harkness LLP to Skybridge (addressed to Naveen Raghavan, CEO, and David …

2022-05-05 · engagement-letter-skybridge-series-b.docx

… ttorneys at Law 919 N. Market Street, Suite 1500 Wilmington, DE 19801 May 5, 2022 Mr. Naveen Raghavan Co-Founder & Chief Executive Officer Skybridge Fintech Ltd. 1600 Mark …

2022-04-22 · board-consent-written-resolutions.docx

… inancing and the related transactions: (i) The term sheet executed on April 22, 2022, by and among the Company and GPV, setting forth the principal terms and conditions of th …

2022-04-22 · closing-checklist.xlsx

2022-04-22 · preferred-stock-recap-and-waterfall-memo.docx

… Series B Preferred Stock, as set forth in the draft term sheet dated April 22, 2022 and the draft Stock Purchase Agreement circulated on May 27, 2022: The Series B Preferred …

2022-04-22 · engagement-letter-skybridge-series-b.docx

… erms of the Financing are set forth in that certain Term Sheet, dated April 22, 2022 (the "Term Sheet"), executed among the Company and the lead investor, Granite Peak Ventur …