Investor Wall-crossing Script with Confidentiality/No Trade Contract (Two-way E-mail)

This legal template is designed to facilitate the process of conducting investor wall-crossing activities while ensuring confidentiality and compliance with relevant legal regulations under USA law. The term "wall-crossing" refers to the process by which potential investors gain access to confidential and sensitive information about a company before making an investment decision.

The template includes a script that should be followed during wall-crossing discussions between the company representatives and potential investors. The script outlines the topics to be covered, the details of the information provided, and any limitations or restrictions on the use and disclosure of the shared information.

In addition, the template incorporates a Confidentiality/No Trade Contract, which is a legally binding agreement between the company and the investor. This contract ensures that the investor understands and agrees to maintain the confidentiality of any proprietary or non-public information received during the wall-crossing process. It also outlines the investor's obligation not to engage in any trades or transactions that could create a conflict of interest.

The template is specifically tailored to be used within the legal framework of the United States, taking into account the relevant laws and regulations governing investor wall-crossing activities in the country. It aims to protect the interests of both the company and the potential investor, while maintaining transparency and compliance with applicable legal requirements.