SAFE Note Term Sheet Lawyers for Massachusetts

Transactional attorney and corporate in house counsel for 15 years. Draft all types of contracts and employment agreements.

Corporate and transactional attorney in sixth year of practice. Focus areas include general corporate counsel, labor and employment law, business partnership matters, securities matters related to privately-held companies, and regulatory compliance in securities and finance matters.

Keidi S. Carrington brings a wealth of legal knowledge and business experience in the financial services area with a particular focus on investment management. She is a former securities examiner at the United States Securities & Exchange Commission (SEC) and Associate Counsel at State Street Bank & Trust and has consulted for various investment houses and private investment entities. Her work has included developing a mutual fund that invested in equity securities of listed real estate investment trusts (REITs) and other listed real estate companies; establishing private equity and hedge funds that help clients raise capital by preparing offering materials, negotiating with prospective investors, preparing partnership and LLC operating agreements and advising on and documenting management arrangements; advising on the establishment of Initial Coin Offerings (ICOs/Token Offerings) and counseling SEC registered and state investment advisers regarding organizational structure and compliance. Ms. Carrington is a graduate of Johns Hopkins University with a B.A. in International Relations. She earned her Juris Doctorate from New England Law | Boston and her LL.M. in Banking and Financial Law from Boston University School of Law. She is admitted to practice in Massachusetts and New York. Currently, her practice focuses on assisting investors, start-ups, small and mid-size businesses with their legal needs in the areas of corporate and securities law.

Jo Ann has been practicing for over 20 years, working primarily with high growth companies from inception through exit and all points in between. She is skilled in Mergers & Acquisitions, Contractual Agreements (including founders agreements, voting agreements, licensing agreements, terms of service, privacy policies, stockholder agreements, operating agreements, equity incentive plans, employment agreements, vendor agreements and other commercial agreements), Corporate Governance and Due Diligence.

Jason has been providing legal insight and business expertise since 2001. He is admitted to both the Virginia Bar and the Texas State Bar, and also proud of his membership to the Fellowship of Ministers and Churches. Having served many people, companies and organizations with legal and business needs, his peers and clients know him to be a high-performing and skilled attorney who genuinely cares about his clients. In addition to being a trusted legal advisor, he is a keen business advisor for executive leadership and senior leadership teams on corporate legal and regulatory matters. His personal mission is to take a genuine interest in his clients, and serve as a primary resource to them.

Over 10 Years of Litigation and Transactional experience.

Sean is an accomplished legal counsel with more than 10 years of experience providing assistance to individuals and companies of different sizes, from startups to Fortune 500s. He has been involved with various industries including biotechnology, consulting, healthcare, finance, hospitals, industrial manufacturing, pharmaceuticals, retail, software, and sports. He has been a key legal advisor and strategic business partner to senior leaders and stakeholder management, advising on a broad range of legal, contractual, corporate, and regulatory compliance matters on behalf of leading organizations in the U.S. and abroad.

specializes in corporate governance, data privacy, intellectual property, and employment law. A former VP of Legal & Compliance and interim CFO, he has led legal operations across fundraising, acquisitions, and data privacy initiatives.

Matt Rubner is a Florida and Massachusetts licensed attorney. His practice focuses on estate planning, prenuptial and postnuptial agreements, and civil litigation, with an emphasis on providing clear, practical legal guidance tailored to each client’s specific circumstances. Matt works with individuals and families to create thoughtful estate plans that protect assets, avoid unnecessary probate complications, and ensure that a client’s wishes are clearly documented. His estate planning services commonly include revocable living trusts, wills, powers of attorney, healthcare directives, and guidance on properly funding trusts and coordinating beneficiary designations. He also regularly advises clients on prenuptial and postnuptial agreements. Matt approaches these matters with a practical and balanced perspective, helping couples create agreements that clearly define financial expectations while preserving fairness and transparency for both parties. In addition to his transactional work, Matt maintains an active litigation practice and represents clients in a variety of civil matters. His litigation experience gives him a strategic perspective when drafting agreements and estate plans, allowing him to anticipate potential disputes and structure documents in a way that reduces future conflict. Matt represents clients in both Florida and Massachusetts and frequently works with individuals who have assets, businesses, or family connections in multiple states. He focuses on making the legal process straightforward, efficient, and understandable so clients can make informed decisions with confidence.

I am a Massachusetts attorney with an MBA and approximately six years of experience advising closely held businesses, business owners, and individuals on contracts, corporate transactions, commercial real estate, and day-to-day business legal issues. My practice focuses on helping clients draft, review, negotiate, and understand agreements that support their business goals while identifying practical legal and financial risks before problems arise. I assist clients with matters including business purchase and sale agreements, commercial leases, independent contractor agreements, confidentiality agreements, operating agreements, entity formation documents, corporate governance materials, and outside general counsel support. I also bring many years of litigation experience involving contract, business, real estate, construction, and ownership disputes, which I believe helps me review agreements with an eye toward clarity, enforceability, and avoiding future disputes. My goal is to provide practical, responsive, and business-minded legal guidance to small businesses, entrepreneurs, and individuals who need clear answers and well-drafted documents without unnecessary complexity.