Experience

• Representation of CrowdStreet, the premium provider of online commercial real estate investment offerings, technology, and services in the country, in its $3.5 million Series A Preferred Stock financing, its $8 million Series B Preferred Stock financing, and its $12 million Series C Preferred Stock financing.
• Representation of IOTAS, the leading IoT-as-a-Service smart apartment platform, in its $8.5 million Series A Preferred Stock financing led by TELUS Ventures and including participation by Liberty Global.
• Representation of IOTAS in its acquisition by ADT (NYSE: ADT).
• Representation of Amboy Street Ventures, a venture capital fund dedicated to the growth of sexual health and women’s health technology startups, as lead investor in Dame Products’ $7 million Series A Preferred Stock financing.
• Representation of Lora DiCarlo, a women’s sex tech startup and winner of the CES 2019 Innovation Award in the Robotics and Drones category, in obtaining $3.2 million in Opportunity Zone financing.
• Representation of Evelyn & Bobbie, LLC, a team of women engineers and designers with a mission to be the most innovative intimate apparel company in the world, in its Series A Preferred Unit financing.
• Representation of Kavi Corporation, the premier online collaboration platform for organizations and consortiums developing industry standards and specifications, in its acquisition by Higher Logic.
• Representation of FlightStats, a leading real-time global flight data provider, in its acquisition by FlightGlobal, the aviation arm of Reed Business Information (a division of London-based RELX Group).
• Representation of Eleven, the hospitality industry’s leading cloud-based platform for managing guest Internet, in the sale of its business center managed services division to Nashville-based Uniguest.
• Representation of Precision Castparts Corp., the world leader in structural investment castings, forged components, and airfoil castings for aircraft engines and industrial gas turbines, in its sale of McSwain Manufacturing Corporation to Precision Holdings.
• Representation of RADAR, the leading provider of award-winning incident response management software, in its Series A Preferred Stock financing.
• Representation of Perpetua Power Source Technologies, a leading manufacturer of renewable energy solutions, in obtaining financing.
• Representation of Agilyx, the first company in the world to effectively convert previously non-recyclable and low value waste plastics into crude oil through a patented system that is environmentally beneficial, in obtaining financing.
• Representation of Learning.com, a provider of K-12 solutions to help students, teachers, and schools excel in a digital world, in its Series C Preferred Stock financing.
• Representation of St. Charles Health System, the largest provider of medical care in Central Oregon, in its acquisition of Mountain View Hospital from Mountain View Hospital District.
• Representation of Puget Sound Cancer Centers, one of the largest single-specialty medical oncology and hematology practices in Washington, in connection with termination of its affiliation with a practice management company and establishment of an affiliation with Swedish Health Services.
• Representation of Portland Arena Management, the owner of Portland’s Rose Garden Arena (now the Moda Center), the primary indoor entertainment arena in Portland, in its acquisition by Vulcan.

Honors & Activities

Professional Honors & Activities

• Named by Best Lawyers^® as Mergers & Acquisitions Law “Lawyer of the Year,” Portland, 2023
• Included in The Best Lawyers in America^® (currently: Corporate Law, Mergers & Acquisitions Law), 2022–2023
• Selected as one of “America’s Leading Lawyers for Business” (Oregon) by Chambers USA (currently: Corporate/M&A), 2022
• Named a Portland Business Journal Women of Influence Award Winner, 2023
• Chair, Board of Directors, Oregon Entrepreneurs Network (OEN), 2023; past Chair, past Vice Chair and member, 2019–present
• Chair, Oregon State University Advantage Accelerator Board of Advisors, 2022–present; member, 2019–present
• Chair, Technology Association of Oregon (TAO) Oregon Technology Awards “Momentum” Committee, 2020–2023
• “Forty Under 40” Award, The Portland Business Journal, 2012
• Listed among Rising Stars by Oregon Super Lawyers^®, 2008, 2010–2012
• Outstanding Pro Bono Service Award, Lewis & Clark Law School Small Business Legal Clinic, 2008–2009
• Chair, OEN Annual Fundraising Committee, 2015–2018
• Member, Securities Rulemaking Advisory Committee of Oregon Division of Financial Regulation, 2016
• Member, Technology Association of Oregon (TAO) Oregon Technology Awards “Startup” Committee, 2014
• Member, OEN Annual Fundraising Committee, 2013–2014
• Member, Nominating Committee for 2005 and 2006 OEN Entrepreneurship Awards
• Member, Recruiting Committee for OEN Angel Oregon, 2006
• Member, AeA Emerging Business Committee, 2006
• Member, American Bar Association Business Law Section
• Member, Oregon State Bar Corporate Counsel, Securities Regulation and Business Law Sections
• Member, Multnomah Bar Association Corporate Business and Securities Sections

Civic Activities

• Judge, TiE (The Indus Entrepreneurs) Young Entrepreneurs State Competition, May 2017
• Member, Board of Directors of Tucker Maxon School (teaching deaf and hearing children to listen, talk, learn, and achieve excellence together), 2015–present
• Mentor, New Lawyer Mentoring Program, Oregon State Bar, 2013
• Member, Board of Directors of Write Around Portland, 2006–2010
• Member, 2006 and 2007 Event Committee for Race for the Roses benefit for Albertina Kerr Centers
• Volunteer, Metropolitan Family Service, 2005–2009

Insights & Presentations

• Judge, Oregon State University’s Launch Academy Pitch Competition, March 9, 2023
• “Common Startup Mistakes,” TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp, November 7, 2022
• “Navigating Fundraising in the Current Economic Climate,” Oregon Entrepreneurs Network blog post, October 13, 2022
• Moderator, “Angel Investing, Including in an Economic Downturn,” Oregon Entrepreneurs Network panel featuring founder of IOTAS and principals of Rogue Women’s Fund, Willamette Valley Capital and Arnerich Massena, Hawks View Winery, September 1, 2022
• Judge, TiE (The Indus Entrepreneurs) Oregon Women’s Pitch Competition, August 23, 2022
• Judge, TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp Spring Cohort Pitch Competition, June 8, 2022
• Judge, Oregon State University’s Launch Academy Pitch Competition, May 27, 2022
• Moderator, “Understanding the Funding Ecosystem for Scaling Startups,” Oregon Entrepreneurs Network PubTalk™ featuring founders of Hubb, SkyPoint Cloud and Toolbelt, March 9, 2022
• Judge, Oregon State University’s InnovationX BA 260 Pitch Competition, November 2020, February 2021, May 2021 and November 2021
• Presenter, “When to Lawyer Up Your Startup,” Oregon State University’s Advantage Accelerator Speaker Series, October 28, 2021
• “Reg CF: Its Time is Now.,” Oregon Entrepreneurs Network blog post, July 20, 2021
• Moderator, “Angel Investing in Oregon and SW Washington,” Oregon Entrepreneurs Network panel featuring founders of IOTAS and Slumberkins and principal of WomensVCFund, Hawks View Winery, July 15, 2021
• Judge, TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp Spring Cohort Pitch Competition, June 29, 2021
• Lecturer, “Venture Capital,” Introduction to Entrepreneurship Law, Columbia Gorge Community College, April 29, 2021
• Judge, Oregon Health & Science University, Invent-a-thon Post-Hack 2021 Pitch Competition, April 21, 2021
• Presenter, “Common Startup Mistakes,” Oregon Health & Science University, Invent-a-thon Post-Hack Workshop, April 12, 2021
• Judge, $5,000–$50,000 Mobile Food Challenge National Pitch Competition Finals, April 7, 2021
• Moderator, “M&A—Building Company Valuation in the Time of COVID,” The CFO Leadership Council, December 15, 2020
• Judge, Oregon Entrepreneurs Network Entrepreneurship Awards, 2020–present
• Moderator, Move The Needle Fund (initiative to create a more diverse and inclusive legal profession) 1L Virtual Summer Forum panel on “Technology—Emerging Companies,” July 23, 2020
• Presenter, “Startup Financial Instruments and Deal Terms Math,” Oregon Entrepreneurs Network Women’s Investor Series, Spring 2020, June 25, 2020
• Judge, TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp Spring Cohort Pitch Competition, June 18, 2020
• Presenter, “Crafting a Successful Deal,” Oregon Entrepreneurs Network Women’s Investor Series, Spring 2020, May 12, 2020
• Lecturer, “Venture Capital,” Introduction to Entrepreneurship Law and Strategy, Columbia Gorge Community College, May 7, 2020
• Presenter, “Common Startup Mistakes,” Oregon State University-Cascades Innovation Co-Lab Webinar, February 12, 2020
• Judge, Oregon State University’s The Next Great Startup competition, February 2019, February 2020 and February 2021
• Presenter, “Is It a Good Investment? Understanding Investment Options and Term Sheets,” Oregon Entrepreneurs Network Women’s Investment Education Series, December 2, 2019
• Panelist, “How to Avoid the Legal Pitfalls of Early Stage Companies,” Oregon State University Advantage Accelerator Innovation and Entrepreneurship Summit, Corvallis, Oregon, May 9, 2019
• Panelist, “Ask the Attorney!,” Oregon Entrepreneurs Network PubTalk™, March 13, 2019
• Presenter, CrowdStreet Webinar, “Is This Legal? The ABCs of Online Syndication,” November 13, 2018
• Judge, TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp Fall Cohort Pitch Competition, November 7, 2018
• Moderator, “Women Entrepreneurs,” panel featuring founders and executives of women-owned consumer brand companies Alima Pure, Evelyn & Bobbie, Paxi Skin Care and Slumberkins, Stoel Rives, June 22, 2018
• Panelist, “The Confluence of Real Estate Capital with Technology,” NAIOP Commercial Real Estate Development Association, Washington State Chapter, Seattle, Washington, June 20, 2018
• “Common Startup Mistakes,” Cleantech Open, National Academy West, Fremont, California, June 10, 2018
• Panelist, “Beyond Kickstarter—Crowdfunding Your Startup,” Oregon Entrepreneurs Network PubTalk™, January 10, 2018
• “Common Startup Mistakes,” TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp, Food and Beverage Edition, June 15, 2017
• Panelist, “How to Fund Your Startup,” American Chemical Society 2017 Oregon Science Startup Forum, April 22, 2017
• “Choice of Entity and Other Common Startup Mistakes,” TiE (The Indus Entrepreneurs) XL Entrepreneur Boot Camp, March 8, 2017
• “Board Processes and Issues from Start-Up Stage Through Growth Stage,” Oregon State University Advantage Accelerator, March 2, 2017
• “Small Business Finance: How to Raise Money, with an Emphasis on Regulation A+,” Oregon Law Institute “Business Law Essentials: Hot Topics” Program, May 20, 2016
• “Corporation Law: Oregon,” Practical Law Company, September 8, 2015
• “Oregon’s New Crowdfunding Legislation,” Oregon Law Institute “Representing Family and Closely Held Businesses” Program, April 17, 2015
• “Securities Compliance: What You Need to Know,” Oregon Law Institute “Business Startups” Program, March 7, 2014
• “A General Solicitation Update for Startup Companies,” TiE (The Indus Entrepreneurs) Oregon, November 21, 2013
• “Choice of Entity,” Oregon State University Advantage Accelerator, November 6, 2013
• “What is an important matter to keep in mind when starting a business?” Portland Business Journal, February 4, 2011
• “Stock Option Exchanges: What to Consider and How to Do It,” Stoel Rives General Counsel Roundtable Discussion Series, December 11, 2008
• “Private Placement of Securities,” Advising Oregon Businesses (Oregon State Bar 2007 Supp.)
• “Notice of Meeting of Shareholders,” “Minutes of Meeting of Shareholders,” “Resolutions for Meeting of Shareholders,” “Certificate of Mailing,” “Closing Memorandum—Asset Purchase” and “Closing Memorandum—Stock Purchase” forms included in Advising Oregon Businesses (Oregon State Bar 2004)

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