Kingfishers L.P. v. Finesse US, Inc.

CourtCourt of Chancery of Delaware
DecidedOctober 30, 2024
DocketCA No. 2024-0344-SG
StatusPublished

This text of Kingfishers L.P. v. Finesse US, Inc. (Kingfishers L.P. v. Finesse US, Inc.) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kingfishers L.P. v. Finesse US, Inc., (Del. Ct. App. 2024).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

KINGFISHERS L.P., MIKE BLITZER, ) and GUY SHANON ) ) Plaintiffs ) v. ) C.A. No. 2024-0344-SG ) FINESSE US, INC., ) ) Defendant. )

MEMORANDUM OPINION

Date Submitted: October 23, 2024 Date Decided: October 30, 2024

Benjamin P. Chapple, John T. Miraglia, REED SMITH LLP, Wilmington, Delaware, Attorneys for Plaintiffs Kingfishers L.P., Mike Blitzer, and Guy Shanon.

Sean M. Brennecke, Aimee M. Czachorowski, LEWIS BRISBOIS BISGAARD & SMITH, LLP, Wilmington, Delaware; Albert J. Carroll, Samuel E. Bashman, MORRIS JAMES LLP, Wilmington, Delaware; OF COUNSEL: Elisabeth A. Moriarty, Steven A. Stein, Eric M. Sefton, GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER LLP, Los Angeles, California, Attorneys for Defendant Finesse US, Inc.

GLASSCOCK, Vice Chancellor This matter is before me on a Motion to Dismiss. The allegations are factually

simple. Plaintiff Kingfishers L.P. (“Kingfishers”), and its assignees, also Plaintiffs,

invested in a start-up, Finesse US, Inc. (“Finesse” or the “Company”). Per the

Complaint, the principals for these parties had a pre-investment meeting at which

Kingfishers discussed investing $250,000 in Finesse, in return for which

representatives of Finesse agreed that, upon a next-round sale of equity, Kingfishers

would participate up to the value of its investment at a 70% discount to the rate paid

by the next-round investors. Kingfishers would also be the beneficiary of a valuation

cap which would limit the implied price to which their discount would be applied;

such cap was to be “consistent with prior investment rounds,” which Kingfishers

interpreted as an agreement to a cap valuing Finesse at no more than $13 million.

Finesse prepared a contract governing this $250,000 investment using a form

Simple Agreement for Future Equity (“SAFE”). The SAFE prepared by Finesse

omitted any valuation cap and provided for a discount rate of 70%—that is, Finesse

equity would be distributed to Kingfishers, based on its $250,000 investment, at the

rate paid in the next round, multiplied by .7. In other words, Kingfishers expected

to be provided equity at a 70% discount—paying 30% of the cost to the new

investors; instead, the SAFE provided that the price would be 70% of that cost.

Plaintiffs do not argue that any ambiguity lurks in the SAFE, and I find none—the

agreement is clear: no valuation cap, and discount rate of 70%.

1 Despite the clear language of the SAFE, Plaintiffs aver they were surprised to

be faced with Finesse’s application of those terms, when the qualifying next equity

round occurred. This appears to be because no representative of Kingfishers ever

read the six-page SAFE; instead, Kingfishers relied on the representations made by

Finesse’s principal at the pre-investment meeting, and signed the SAFE without

review.

Plaintiffs seek reformation of the SAFE to comply with the agreement

allegedly reached at the pre-investment meeting. They rely on theories of mistake,

fraud, and equitable fraud. Defendant seeks to dismiss under Rule 12(b)(6).

Upon review, I find that Plaintiffs have failed to state a claim for fraud or

equitable fraud. My consideration of the matter under the doctrine of mistake is

more problematic. A likely inference may be drawn that the parties discussed but

did not agree on the amount of any valuation cap, and that there was confusion about

whether equity would vest at a 70% discount to the price of the round, or at discount

rate of 70%. This led to a misunderstanding on the part of Plaintiffs, which would

have been dispelled had they read the SAFE. If so, reformation is not supported.

But the standard for the motion to dismiss does not allow me to draw a

defendant-friendly inference where a reasonable inference in favor of Plaintiffs

would support a claim. Plaintiffs have pled here that Finesse agreed to a 70%

discount and a valuation cap at no more than $13 million. Assuming the truth of that

2 averment, I may infer that either Defendant made a mistake in drafting the SAFE in

a way erroneously representing the agreement, or that Defendant, knowing that

Plaintiffs would anticipate a SAFE which embodied their agreement, stood silent as

Plaintiffs entered the non-compliant SAFE. This would state a case in equity for

reformation.

I think it safe to say that reading contracts before signing is good practice. It

is also safe to say that Plaintiffs have a difficult road to vindicate a claim to

reformation. Nonetheless, I am compelled to deny the Motion to Dismiss in this

regard, at the pleading stage. My reasoning follows.

3 I. BACKGROUND 1

A. Factual Background

1. The Parties

Plaintiff Kingfishers is a limited partnership organized under the laws of

Delaware.2 Kingfishers is an investment fund controlled by Kingstown Capital

Management LP (“Kingstown”). 3

Plaintiff Mike Blitzer and Plaintiff Guy Shanon are co-Chief Investment

Officers of Kingstown. 4

Defendant Finesse is a corporation organized under the laws of Delaware,

with its principal place of business located in Wilmington, Delaware. 5

2. Discussions for the Simple Agreement for Future Equity

On September 8, 2021, Kingfishers’ representatives and Finesse’s Chief

Executive Officer (“CEO”), Ramin Ahmari,6 discussed the terms of a proposed

SAFE during an in-person meeting held in Kingstown’s office in New York City.7

Ahmari, Blitzer, and Paula Sutter, a Kingstown advisor, attended this meeting.8 A

SAFE is an agreement that allows investors to invest money in early-stage startups

1 This Memorandum Opinion only contains facts necessary to my analysis. 2 Verified Compl. ¶ 10, Dkt. No. 1 (“Compl.”). 3 Id. 4 Id. ¶ 11. 5 Id. ¶ 12. 6 Id. ¶ 13. 7 Id. ¶¶ 3, 18–21. 8 Id. ¶ 18.

4 in exchange for the right to receive stock in subsequent equity issuances. 9 The

agreement is a “widely utilized” public template contract that was developed by Y

Combinator, a startup accelerator.10 The open terms that the parties needed to

negotiate and agree upon for the template SAFE were the discount percentage and

valuation cap (and the amount of investment).11

During the meeting, Ahmari represented to Blitzer and Sutter that Kingfishers

“would receive a 70% discount on the to-be-issued shares of the Company’s capital

stock (in connection with a future Series A financing).”12 In addition, Ahmari

represented that the SAFE would contain a valuation cap consistent with prior

investment rounds. 13 In these prior investment rounds, Finesse entered into at least

four SAFEs with other investors, which all contained both discount and valuation

cap provisions.14 The prior valuation caps ranged from $5 million to $13 million,

with the SAFE immediately preceding the one between Kingfishers and Finesse

including a $13 million valuation cap. 15 Ahmari represented to Blitzer and Sutter

9 See id. ¶¶ 1, 16, 25 n.1. 10 Id. ¶ 25 n.1. 11 Id. ¶ 25. Plaintiffs’ Complaint does not mention the open term of the amount of investment. However, based on the executed SAFE, the parties needed to agree upon this term as well. See Compl.; Exs. A and B to Opening Br. in Supp. of Def. Finesse US. Inc.’s Mot. to Dismiss, Ex. A, Dkt. No. 16 (“SAFE”). 12 Compl. ¶ 19. 13 Id. 14 Id. ¶ 20. 15 Id.

5 that the SAFE would be on terms that were the same as or substantially similar to

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Kingfishers L.P. v. Finesse US, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/kingfishers-lp-v-finesse-us-inc-delch-2024.