Guidance on Confidentiality

Here are some examples to help guide what information should be considered confidential. This is not an exhaustive list. If in doubt, please ask.

Customers’ Confidential Information

  • It is our policy to avoid receiving customers’ personally identifiable information (PII), beyond name and contact details.

  • Information received directly from customers (i.e. not through Momentum) should be treated as confidential and stored only in the Customer Success shared drive.

Trade Secrets

Trade secrets should never be disclosed outside the company.

  • In our legal agreements, we treat trade secrets differently from other types of confidential information. For example, in an NDA we may agree to a limit on how long confidential information has to be kept confidential, but we will specify that trade secrets are to be kept confidential in perpetuity.

  • Trade secrets are a type of IP and consist of “formula, pattern, compilation, program, device, method, technique, or process that provides a competitive edge.”

  • A trade secret has three parts: (1) information (2) economic value from not being generally known by others, and (3) reasonable efforts have been taken to protect the trade secret.

Confidential Information

We don’t share our confidential information without a non-disclose agreement. The exception is during investor due diligence, due to prevailing practice among VCs not to sign NDAs. All confidential information should carry a prominently placed “Confidential” notice when distributed.

  • Sales Pipeline: Information related to prospective customers, including who these are, is confidential.

  • Company’s financial performance: High-level metrics that we freely disclose (e.g. via investor emails) is not confidential. All other financial information, including P&L and balance sheet reports, is confidential.

  • Contract terms are confidential.

  • Recruiting and Hiring: The fact that someone has applied to work at Cadence OneFive, information shared during interviews, the identity of their references, content of references, and interviewers’ bottom lines and notes are all confidential information that should not be disclosed outside the company. Hiring committee deliberations are also confidential to the hiring committee (i.e. should not be discussed outside the hiring committee, even within the company).

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