HomeRoots Pitch Deck | Investor Insights | April 2024
Silicon Valley GC March 2013
1. Pete Szymanski
Silicon Valley GC
Smart Companies’ On-Demand General Counsel
Email: Pete@SiliconValleyGC.com
Phone: (650) 776-4826
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2. Effective
• Reduces company legal costs
• Minimizes legal issue distractions for CEO and CFO
• Excellently executes in-company legal functions
• Gets to know, becomes an important part of team
• Complements, does not replace the company’s outside law firm
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4. IP Expertise
• Patents: drafted Cuil’s 8 patents (7 acquired separately by Google)
• worked with PTO on Drip Drop patent
• Trademarks: worked with PTO on Workshop Cafe trademarks
• IP Questions: experienced best practices for Drip Drop, Doximity, and Blurb
• infringement notices & cease/desists
• marketing, advertising & sales team questions
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5. BizDev & Partnerships Expertise
• “Frictionless” Agreements: at Blurb, Doximity, Drip Drop, and Cuil
• “get deals done” templates/comments that add upside & protect downside
• successful “lesser leverage” licensing & revenue agreements
• design market share acquisition, domestic and international partnerships
• Training and Guidance: Repeatedly help bizdev teams improve
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6. Policies & Infrastructure Expertise
• Terms of Use and Privacy Policies:
• Audit, update for product features (mobile, apps, plug-ins, certifications, etc.)
• Confirm third party terms and allowances (e.g. Facebook, LinkedIn, and Google)
• International: Implement international policies for doing business in multiple countries
(e.g. UK, Germany, France, Spain, Netherlands, Italy and Brazil)
• Infrastructure: Key contracts terms, financing/M&A/IPO ready diligence systems
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7. Business & Corp Governance Expertise
• Chief Executive Officer:
• Requested by Board of Directors to step in as transformational 8+ month CEO of
Drip Drop, a consumer medical hydration company
• Built Board approved operating and strategic plan; managed operations and sales teams
• Grew and opened relationships with customers, distributors and vendors; beat sales
projections, grew sales in main channels: Walgreens and Amazon
• Ensured graceful transition for new CEO; prepared company for next phase
• Angel Financings: Closed 4 angel/equity financings for $3+M in 2012
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8. Exceptional Reputation
• Available References:
• Jeff Tangney, CEO of Doximity (On-Demand GC for 22+ months)
• Tom Lee, CEO of One Medical, and Chairman of Board at Drip Drop (worked together
for 6+ years)
• Jim Fulton, Chair Partner at Cooley (worked together for 12+ years)
• Pete Wheelan, COO, CRO of Blurb, at Telluride Ventures (On-Demand GC 18+ months)
• Vince Sollitto, Chief Communications Officer at Yelp (together at Cuil for 18+ months)
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9. Pete Szymanski
• Ethos / Background:
• Team player - energetic, knowledgable, objective, and focused on getting things done
• JD from Duke Law School (merit scholarship), MBA in Entrepreneurship & BS in
Information Systems from Rensselaer (internships in Europe and Asia)
• Personal:
• Co-founder of technology company; wrote and filed patents for improving pay-per-click
search advertising auction returns
• Cyclist, snowboarder, yogi, nutritarian, traveller, community volunteer, “not-half-bad” chef
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10. End of Presentation
Silicon Valley GC
Pete Szymanski
Email: Pete@SiliconValleyGC.com
Phone: (650) 776-4826
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