Robert M. Congelliere

Specialized and highly experienced in drafting, negotiating and advising on enterprise SaaS customer contracts (i.e., master service agreements, order forms, terms of service, etc.), reseller and referral partner agreements, data integration agreements, vendor agreements and other technology contracts. Fractional General Counsel/Corporate Counsel (i.e., part-time counsel) seamlessly plugging into SaaS companies in the following categories: venture and private equity backed portfolio companies, startups, and private and public companies. All at a very reasonable price. Other skills learned from a lot of experience and study: - Closing sales and partnership deals while mitigating risk. "Time (and unreasonable lawyers) kill deals!" - Leading legal teams - Overall technology company legal strategy - Advisement on data privacy regulations - HR support - Board meeting (with VC and angel investors) presenting and minute keeping - Managing corporate documents and employee options (via Carta application) Expanding my practice to handle all matters privacy in addition to my SaaS contracting expertise. Nov. 2023 to Present - Re-started SaaS Law when the market tanked for GUIDEcx and my duties were reduced. I still do work for GUIDEcx as outside GC. Cannot wait to see GUIDEcx weather this and bring the best-in-class onboarding to the masses! I love GUIDEcx and especially the team! June 2020 to April 2022 - Re-started SaaS Law after leaving A to Z Law on my own accord to focus on my exponentially growing client base. Hence, it was no longer feasible to stay on as an associate servicing firm clients and my interests diverged. Jan. 2017 to Oct. 2017 - Started my own practice after my departure from DealerSocket.

Leadership driven executive handling all legal matters at SaaS company GUIDEcx including all agreements, HR legal matters, product compliance, board and executive advisement, company initiatives, etc. for the amazing employee base and board at GUIDE. Put my law practice at SaaS Law on hold when GUIDEcx (my client at the time) asked me to be full-time General Counsel. They made an offer I could not refuse.

Dynamic software and real estate attorney delivering software-as-a-service (SaaS) & technology legal services (primarily contracts) at a reasonable cost allowing for a la carte or day-to-day outside general counsel advisement in growth companies who may not yet be ready for in-house counsel or need added support for an in-house legal team. Real estate legal services include purchase and sale, leasing, development, financing, title review, 1031 exchanges, reverse exchanges, entitlements and land use, I also represent local government agencies. Joined A to Z Law and put SaaS Law on hold for the support and experience in building a private practice with other highly successful lawyers/mentors.

During my tenure, DealerSocket was a 1200+ employee private equity backed technology company (growing from approximately 450 employees at my start date). I reported to the COO/GC, took point on all contracting matters and managed a team of paralegals. This includes drafting and negotiation with vendors (technology and all others), customers and industry partners, post-signing mergers and acquisitions, contract enforcement/litigation, contract management, legal-sales process implementation, and serve as a legal adviser to all departments in contract/enforcement matters. Other areas of responsibility include trademark processing and tracking, real property lease management and marketing/advertising compliance. Of note is that I was hired back to DealerSocket from Aug. 2020 to Sept. 2021 as outside corporate counsel and then asked to lead the legal department as outside VP of Legal Affairs (managing attorneys and paralegals) until DealerSocket’s acquisition by Solera. I was offered full-time employment again but opted to continue my own practice.

Landed what I believed to be my big firm real estate transactions "dream job" doing real estate finance, purchase/sale, title & survey, merger and acquisition real estate support and leasing. I left after such a short time because I was very enthusiastic about the opportunity to get into technology while living in the SoCal beach town, San Clemente, and having a family in a suburb rather than the city.

After taking the California bar, my wife and I moved to LA so she could work as a nurse at USC Keck Medical Center. I found varying contract jobs doing corporate M&A (Nevers Palazzo in Westlake Village), real estate securities (then the law firm of Trowbridge and Taylor) and O'Melveny Myers doing e-discovery (doc review) to put bread on the table while looking for my dream job and waiting for my CA bar results.

Honed my legal research and new lawyer skills practicing chapter 7 and 13 bankruptcy crossing swords with BK trustees and in BK court in Salt Lake City. Also practiced commercial litigation in real estate, construction, and business arguing motions for summary judgment and one bench trial which lead me to not want to practice in litigation.

Worked as a summer associate between second and third years of law school. Unfortunately, the market crash in 2008 eliminated all positions for new associates the following year.

Scholar Athlete Award Student Athlete Men's Volleyball (National Champions '99, '04; National Runner-up 2003) University Athletic Scholarship

International Law & Management Review J. Reuben Clark Law School Student Government