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Work Background
5D Techlaw, PLLC · Full-timeCo-Founder and Senior Member
May. 2023Austin, Texas Metropolitan Area
Lumar (formerly Deepcrawl)Outside Counsel
Jul. 2022Austin, Texas Metropolitan AreaOutside Counsel to leading SEO SaaS company based in NYC and London. Assist Senior Sales VP in negotiating master agreements, draft new MSA and playbook, advise client on general commercial and privacy matters for both domestic and EMEA customers.
PlaidCommercial Counsel
Mar. 2022 - Sep. 2022Austin, Texas Metropolitan AreaFintech company and largest API provider for Open Banking ecosystem
• Primarily supported sales- mostly MSAs and addenda for existing customers to comply with Plaids’ partner financial institutions and other financial data providers.
TwilioCommercial Counsel
Dec. 2020 - Nov. 2021Austin, Texas Metropolitan Area• Provide strategic, business-oriented legal guidance to customer data platform vendor Segment / Twilio.
• Supported sales and procurement teams
• Assist subsidiary company to integrate with parent company legal policies and templates
HighRadiusOutside Counsel
Jun. 2017 - Aug. 2019Houston, Texas, United StatesOutside Counsel to FinTech software company. Assisted General Counsel in reviewing, drafting and negotiating software licensing, SaaS and service agreements
Innovapptive IncGeneral Counsel
Jan. 2016 - Apr. 2020Houston, Texas AreaServed as de facto General Counsel, providing leadership and management on all GC-type functions and activities. Negotiate all software licenses, SaaS agreements, reseller partner agreements, and all other commercial agreements as well as strategic legal and operational expansion into global markets. Direct participation and assistance with RFPs. Manage aspects of employee-related activities (e.g. capitalization table, departures, stock option assistance). Oversee Board meeting and minutes. • Played instrumental role in closing $16.2M+ in Series A round funding in less than 1 month for Tiger Global, including due diligence functions, with zero major issues from investors or their legal counsel.
• Achieved 100% success rate for H1B applications and appeals, coordinated efforts with outside immigration counsel. • Driving force behind converting to an online capitalization table system that involved extensive clean-up efforts and outreach to employees with changing equity interest types.
• Key catalyst in closing the first 7-figure customer contract for a major Virginia utility. • Implemented processes and procedures to improve efficiency in legal support relating to export controls, immigration, corporate and employment matters, and contract management.
• Managed the corporate expansion into the Netherlands and Australia.
Sidelinger & AssociatesOf Counsel
Jan. 2014 - Dec. 2016Houston, Texas, United StatesProvided legal services for software licensing and SaaS agreements.
• Reduced the contracting lifecycle by working directly with the partner to develop contracts written in easy-to-understand terms.
SAPE-Discovery Counsel
Jun. 2008 - Dec. 2009Houston, Texas, United StatesPerformed e-discovery in representing multinational German enterprise software company for major litigation involving unfair business practices, licensing violations, and fraud. Served as a member of the German language e-discovery team.
Private PracticeAttorney in Private Practice
Jan. 2007TexasManage a legal and consulting practice periodically providing IT, e-Discovery and civil litigation services to clients.
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