Subject: Re: Follow up
From: "John DeLoche" <[email-masked]>
To: "James Malone" <[email-masked]>
Cc: "Ido Schoenberg" <[email-masked]>, "John DeLoche" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Rob Walker" <[email-masked]>, "William Lee" <[email-masked]>, "Sebastian Momtazi" <[email-masked]>, "Elizabeth Kwo" <[email-masked]>, "Hosay Jamili" <[email-masked]>, <[email-masked]>
Date: Thu, 20 Mar 2014 10:28:39 -0400

Jim,

Great. How about tomorrow at 11:30 ET for a call?

Best,

John 

Sent from my iPhone

> On Mar 20, 2014, at 9:39 AM, James Malone <[email-masked]> wrote:
> 
> Hi John.
>  
> I will email the appropriate models to you in excel.  The models are straight forward but also complex.  I think the best approach is to walk your team through a few examples so that you are fluent in the model construction.
>  
> Let me know you available tomorrow or any day next week.  I will send the model later today or early am tomorrow.  Jim
>  
> From: Ido Schoenberg 
> Sent: Thursday, March 20, 2014 3:52 AM
> To: John DeLoche; James Malone
> Cc: Hunter Biden; Neil Callahan; Rob Walker; William Lee; Sebastian Momtazi; Elizabeth Kwo
> Subject: Re: Follow up
>  
> Hi John,
>  
> Greetings from Tel-Aviv.  
>  
> We are very excited about your interest in American Well and hope that we will soon find a way to partner. 
>  
> Jim (copied) will forward to you our excel model.  It is rather elaborate and you may benefit from a walk through… 
>  
> While the model is very detailed, the key conclusion is simple. Our performance is dramatically impacted by the rate of consumer adoption.  I wish we had a crystal ball to see exactly how this trend will play out…  
>  
> We believe that our guidance is realistic and conservative especially in light of our actual results.  As you analyze the model, you will see that even a small acceleration in the adoption rate will have a huge positive impact on our numbers. 
>  
> I look forward to spending more time with you and your team.
>  
> Warm regards,
>  
> Ido 
>  
> ===============
> Dr. Ido Schoenberg
> Chairman and CEO
> American Well Inc.
> +1(617) 2043555
>  
>  
> From: John DeLoche <[email-masked]>
> Date: Wednesday, March 19, 2014 at 10:21 PM
> To: Jim Malone <[email-masked]>, Ido Schoenberg <[email-masked]>
> Cc: "[email-masked]" <[email-masked]>, Neil Callahan <[email-masked]>, Rob Walker <[email-masked]>, William Lee <[email-masked]>, Sebastian Momtazi <[email-masked]>
> Subject: Re: Follow up
>  
> Hi Ido and James,
>  
> We are excited about digging in and completing our due diligence swiftly. For this purpose, can you please send us an excel copy of your financial projections? We would like to run some sensitivities on the model and make sure we understand the drivers completely.
>  
> We also look forward to getting a follow up call and meeting scheduled.
>  
> Best,
>  
> John
>  
>  
>  
> 
> John DeLoche
> Managing Director
> Rosemont Seneca Technology Partners
> 333 Bush Street, 21st Floor
> San Francisco, CA 94104
> office: 415 767 1288
> mobile: 415 793 7070 
>  
> This email communication is privileged and confidential and is intended only for the individuals or entities named above. Any unauthorized dissemination of any of the contents of this email is strictly prohibited. If you are not the intended recipient, please do not read, copy, use or disclose to others the contents of this communication. Please notify the sender that you have received this e-mail in error and then delete the e-mail.
>  
> 
> On Mon, Mar 3, 2014 at 9:41 AM, John DeLoche <[email-masked]> wrote:
> Hi Ido and James,
>  
> Great meeting you on the call today! Please provide access to the data room to those cc'd on this email and me.
>  
> We look forward to next steps!
>  
> Best,
>  
> John
> 
> John DeLoche
> Managing Director
> Rosemont Seneca Technology Partners
> 333 Bush Street, 21st Floor
> San Francisco, CA 94104
> office: 415 767 1288
> mobile: 415 793 7070 
>  
> This email communication is privileged and confidential and is intended only for the individuals or entities named above. Any unauthorized dissemination of any of the contents of this email is strictly prohibited. If you are not the intended recipient, please do not read, copy, use or disclose to others the contents of this communication. Please notify the sender that you have received this e-mail in error and then delete the e-mail.
> =2