MERIDIAN NORTH CAPITAL
Agreement No. MNC-2024-NDA-0418
Effective October 14, 2024
Jurisdiction New York, NY
Mutual Non-Disclosure & Co-Investment Confidentiality Agreement
Governing the exchange of proprietary diligence materials relating to a prospective Series B financing in the digital health sector.
Disclosing Party
Meridian North Capital Partners, L.P.
A Delaware limited partnership
245 Park Avenue, 34th Floor
New York, NY 10167
&
Receiving Party
Ashford Bridge Ventures, LLC
A Delaware limited liability company
1180 Avenue of the Americas, Suite 800
New York, NY 10036

Whereas, Meridian North Capital Partners (the "Firm") has originated and conducted preliminary diligence on a proposed Series B financing of a privately-held digital health company developing AI-assisted clinical decision support software (the "Opportunity");

Whereas, the Firm wishes to evaluate Ashford Bridge Ventures as a potential co-investor and syndicate participant in the Opportunity, and to that end intends to share deal memoranda, financial models, cap-table detail, clinical trial data, and management references;

Now, therefore, in consideration of the mutual covenants set forth below and the opportunity to evaluate the Opportunity, the parties agree as follows.

01

Confidential Information

"Confidential Information" means all non-public information furnished by the Firm to the Receiving Party, whether oral, written, electronic, or observed, relating to the Opportunity, including without limitation:

  • The identity, business, technology, and trade secrets of the target company and its subsidiaries;
  • Deal-flow intelligence, proprietary sourcing channels, and the Firm's investment thesis, terms, valuation work, and syndicate strategy;
  • Clinical data, regulatory correspondence, payor contracts, and patient-outcome metrics disclosed during diligence;
  • Financial projections, capitalization details, term sheets, and drafts of definitive transaction documents.
02

Permitted Use

The Receiving Party shall use Confidential Information solely to evaluate its potential participation in the Opportunity as a co-investor, and for no other purpose. No license, option, or right of first refusal is granted, expressly or by implication, with respect to any intellectual property, deal, or relationship of the Firm.

03

Protection & Non-Circumvention

The Receiving Party shall protect Confidential Information with at least the degree of care it applies to its own comparable confidential information, and in no event less than a reasonable degree of care. Access shall be limited to partners, employees, and professional advisors with a demonstrable need to know, each bound by written obligations of confidentiality no less protective than this Agreement.

The Receiving Party shall not, directly or indirectly, contact the target company, its officers, founders, existing investors, or clinical partners, nor pursue an investment in the Opportunity outside the Firm's syndicate, without the Firm's prior written consent.

04

Exclusions

Confidential Information does not include information that: (a) is or becomes publicly known other than by breach of this Agreement; (b) was rightfully known to the Receiving Party prior to disclosure, evidenced by contemporaneous records; (c) is independently developed without reference to Confidential Information; or (d) is rightfully received from a third party without a duty of confidentiality.

05

Compelled Disclosure

If the Receiving Party is compelled by subpoena, court order, or regulatory request to disclose Confidential Information, it shall promptly notify the Firm in writing (to the extent legally permitted) so that the Firm may seek a protective order, and shall disclose only the portion legally required.

3year term
This Agreement remains in effect for three (3) years from the Effective Date. Obligations with respect to trade secrets survive for so long as such information retains trade-secret status under applicable law.
06

Return or Destruction

Upon the Firm's written request, the Receiving Party shall promptly return or destroy all Confidential Information in its possession, and certify such destruction in writing signed by an authorized officer. The Receiving Party may retain one archival copy solely for legal-compliance purposes, which shall remain subject to this Agreement.

07

Remedies

The parties acknowledge that monetary damages would be inadequate for any breach of this Agreement, and the Firm shall be entitled to seek injunctive and equitable relief, in addition to all other remedies at law, without the requirement of posting bond.

08

Governing Law & Forum

This Agreement shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict-of-laws principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in New York County, New York, and waive any right to trial by jury.

09

Miscellaneous

This Agreement constitutes the entire understanding of the parties with respect to its subject matter and supersedes all prior communications. It may be amended only by a writing signed by both parties. If any provision is held unenforceable, the remainder shall continue in full force. This Agreement may be executed in counterparts, including by electronic signature.

In witness whereof, the parties have executed this Agreement as of the Effective Date first written above.
For the Disclosing Party
Elena Marchetti
Managing Partner & General Counsel
Meridian North Capital Partners, L.P.
Date Location
For the Receiving Party
David Okafor-Reyes
Managing Director, Health & Life Sciences
Ashford Bridge Ventures, LLC
Date Location