SUSAN MORGAN
smorgan@walkercorporatelaw.com

Susan Morgan has 14+ years of sophisticated corporate law experience, including seven years at Fenwick & West in Silicon Valley where she closed 30+ private financings.  Such financings include:

  • a series of five financings for AllAdvantage, Inc., aggregating over $100 million;
  • a series of seven financings for Elance, Inc., ranging from $4 million to $50 million and aggregating approximately $70 million (including both “up” and “down” rounds, re-organizations and complex pay-to-play provisions);
  • a series of five financings for Gyration, Inc., aggregating approximately $21 million (both “up” and “down” rounds), including (i) a $2 million private convertible note financing and (ii) a $7 million bridge financing;
  • a series of three financings for Veo, Inc., aggregating over $10 million;
  • a $10 million financing for ePit, Inc.;
  • a secured convertible note financing and a $5 million financing for Palamida, Inc.;
  • a $5 million financing for Limelife;
  • two bridge financings for Saroti Labs, Inc., aggregating $2 million (both secured and unsecured, senior and subordinated notes, and warrants);
  • a $2 million financing for Octiv, Inc.; and
  • a private share exchange for Ion Systems, Inc.

In addition to her strong financing experience, Susan has experience in connection with equity plans and option issuances, business and commercial contracts, mergers and acquisitions, securities law compliance and intellectual property protection.  Moreover, she is a successful entrepreneur, having co-founded (i) SoftView, a software company which produced the income tax preparation product “MacInTax” (which became the market-leading product on the Mac); and (ii) Equilytics, a software and services company that produces an analytical tool called “MergeComp” (which is used to compute and model the distributions of proceeds to stockholders in the event of a merger).

Susan is currently an Adjunct Professor at the St. Francis School of Law (teaching a course on Technology Startups) and has been a guest lecturer for several years at the University of California, Berkeley, Haas School of Business, Entrepreneurship Program (lecturing on start-up and corporate transactions, and intellectual property protection).  She has also lectured extensively on legal issues to a variety of organizations, including Astia, the Technology Venture Corporation, Software Developers’ Forum and the East Bay Innovation Group.

Susan graduated Magna cum Laude from the University of California at Los Angeles (“UCLA”), where she received her Bachelor’s degree in Quantitative Psychology; and then went on to receive a Masters degree in Cognitive Psychology at UCLA.  Susan subsequently graduated from Santa Clara University School of Law (J.D.), where she was awarded an Emory Law Scholarship and served as Vice-President and a Director of the Santa Clara University Intellectual Property Association.  She is Of Counsel to the Firm and is a member of the California Bar.