🚩 Red Flags to Watch For

These provisions should trigger immediate concern and careful review. While not always deal-breakers, they indicate the other party is seeking aggressive terms that may be unreasonable or unenforceable.

What to Push For

These provisions protect your interests and create a workable agreement. Consider which items are most important based on whether you are primarily disclosing or receiving information.

📝 Sample Redline Language

Below are common redline modifications you can propose depending on your negotiating position. Deletions are shown in red with strikethrough; additions are shown in green.

Scenario 1: Adding marking requirements to protect the receiving party from overbroad obligations.
Adding Written Confirmation for Oral Disclosures
deleted added
"Confidential Information" means all information, in any form whatsoever, disclosed by the Disclosing Party to the Receiving Party that is (a) disclosed in writing and marked "Confidential" or (b) disclosed orally and confirmed in writing within thirty (30) days of disclosure.
Scenario 2: Narrowing catch-all categories to create clear boundaries.
Replacing Vague Categories with Specific Types
deleted added
Confidential Information includes, without limitation, all information relating to the Disclosing Party's business, operations, assets, liabilities, products, services, and any other information: (a) trade secrets and technical data; (b) product specifications and designs; (c) customer lists and pricing information; and (d) financial projections shared for the Purpose.
Scenario 3: Adding explicit exclusions reference to ensure the definition is read with the exclusions clause.
Incorporating Exclusions by Reference
deleted added
"Confidential Information" means any non-public information disclosed by the Disclosing Party that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and circumstances of disclosure. Notwithstanding the foregoing, Confidential Information does not include any information that falls within the exclusions set forth in Section 3 of this Agreement.

🚀 Negotiation Strategies by Position

Disclosing Party Preserve Broad Categories

If the receiving party requests narrow categories, respond by identifying specific sensitive information types you will share. Often, once they understand the scope, they will accept broader language.

Disclosing Party Resist Strict Marking

Argue that marking requirements create administrative burden that may result in inadvertent failures. Propose "reasonably should be understood" as a backstop for unmarked but obviously confidential materials.

Receiving Party Request Confirmation Periods

If the disclosing party resists marking requirements, negotiate for oral disclosure confirmation within 30 days. This is a reasonable compromise that most parties accept.

Receiving Party Link to Purpose

Push for language limiting protection to information disclosed "in connection with" or "for the Purpose of" the defined business relationship. This prevents scope creep.

Both Parties Use Examples

When negotiating, give concrete examples of information that will be shared. This helps both parties understand what the definition actually covers and whether the proposed language is appropriate.

Both Parties Consider Enforceability

Remind the other party that courts may refuse to enforce overly broad or vague definitions. A clear, reasonable definition is in both parties' interests.

📚 Common Negotiation Outcomes

Based on typical commercial negotiations, here are the most common outcomes:

Most Common Compromise: The definition includes both marking requirements for written disclosures AND a "reasonably should be understood" standard as a safety net, with oral disclosures requiring written confirmation within 30 days. This balances protection with practicality.

When Disclosing Parties Win: Sophisticated disclosing parties (VCs, large tech companies, franchisors) often secure broad definitions without marking requirements when they have superior bargaining power.

When Receiving Parties Win: Professional services firms (law firms, consultants, accountants) who sign many NDAs often negotiate strict marking requirements to manage compliance across multiple engagements.

Key Insight: The marking requirement is often the most heavily negotiated aspect of this clause. Be prepared to offer or accept reasonable compromises on confirmation timeframes (10, 30, or 60 days) to reach agreement on the core definition.