Governance · Access & Membership

Who can see what, and until when.

Every named session on Project Patek. Access is per-deal, time-boxed by default, and every change is written to the audit log with a stated reason.

Active sessions

11

1 admin · 6 internal

External advisors

4

with signed NDA

Observers

1

read-only, no export

Expiring ≤ 30d

2

review required

Pending invites

2

awaiting acceptance

Members

Person / Firm
Role
Scope
Session
·
HS

H. Sterling

Patek Capital · h.sterling@patek.co

Deal Lead
HCA-I

12 min ago

SM

S. Miller

Skadden, Arps · s.miller@skadden.com

External Advisor

S-4 · BCA

HCA-I

NDA on file

2 h ago

expires in 47d

JR

J. Ross

Marcum LLP · j.ross@marcumllp.com

External Advisor

Audit · 409A

HCA-IHCA-II

NDA on file

1 d ago

expires in 12d

no MFA

EV

E. Vance

Patek Capital · e.vance@patek.co

Deal Lead
HCA-II

38 min ago

MO

M. Okafor

Patek Capital · m.okafor@patek.co

Deal Lead
HCA-III

5 min ago

KN

K. Ndiaye

Wilson Sonsini · k.ndiaye@wsgr.com

External Advisor

Legal DD

HCA-I

NDA on file

4 h ago

expires in 68d

LK

L. Karim

Patek Capital · l.karim@patek.co

Deal Lead
HCA-V

3 h ago

RA

R. Aoki

Patek Capital · r.aoki@patek.co

Deal Lead
HCA-IV

22 min ago

DH

D. Halpern

Goldman Sachs · d.halpern@gs.com

External Advisor

PIPE

HCA-I

NDA on file

1 h ago

expires in 4d

AC

A. Cheng

Patek Capital · a.cheng@patek.co

Firm Admin
HCA-IHCA-IIHCA-IIIHCA-IVHCA-V

just now

TW

T. Whitfield

Board Observer · twhitfield@boardadvisors.com

Observer
HCA-IHCA-IV

NDA on file

6 d ago

expires in 92d

no MFA

Pending invites

b.laurent@houlihanlokey.com

Houlihan Lokey · External Advisor · HCA-I · invited 2h ago by H. Sterling

n.park@marcumllp.com

Marcum LLP · External Advisor · HCA-V · invited yesterday by L. Karim

NDA not sent

Access change pattern

Every grant, revoke, and scope change requires a short reason. The reason is written verbatim to the audit log alongside the actor, timestamp, and target session — so months later, any access decision is defensible.

Example

A. Cheng granted D. Halpern access to HCA-I · PIPE workstream · 90 days.

"Goldman engagement letter countersigned 2023-10-19. Access scoped to PIPE syndicate materials only per §4.2 of the engagement."