Subject: Re: D.C. Video Conference Thursday
From: "Devon Archer" <[email-masked]>
To: "William Lee" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>, "Katie Dodge" <[email-masked]>, "John DeLoche" <[email-masked]>, "John DeLoche" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Devon Archer" <[email-masked]>, "Suzanne Troy Cole" <[email-masked]>
Date: Tue, 6 May 2014 20:00:41 -0400

Hunter's in Beijing returning late afternoon Thursday.  He may still be in
the air at that time.

On Tue, May 6, 2014 at 7:08 PM, William Lee <[email-masked]> wrote:

> Checking with Katie to see Hunter’s availability this Thursday 2PM Pacific
> for a video conference call.
>
> Hunter, it would be great if you can join this meeting.  Their CEO is
> visiting our office.  This is our second meeting and they are moving fast
> with good interest.
>
> Please let us know.
>
> Thanks,
> -Will
>
>
> On May 6, 2014, at 4:02 PM, Suzanne T. Cole <[email-masked]> wrote:
>
> Yes please, can you coordinate with Kate in D.C. to see if we can
> coordinate asap? I think Neil may be on a flight to West Coast now unable
> to contact.
> Thanks, Suzanne
>
> *From:* William Lee [mailto:[email-masked] <[email-masked]>]
> *Sent:* Tuesday, May 06, 2014 7:00 PM
> *To:* Suzanne T. Cole
> *Cc:* John DeLoche; John DeLoche; Neil Callahan; Devon Archer
> *Subject:* Re: Thursday afternoon CDIB 2pm onward?
>
> Since we are hosting CDIB and their CEO at our RSTP SF office this
> Thursday 2PM Pacific, should we do a video conference with the DC and NY
> team, similar to what we did with NB?  It would be great to bring in Devon
> and Hunter on the Polycom video conference.  Because CDIB is moving fast,
> let’s make this as high impact as possible.
>
> Any thoughts?
>
> -Will
>
>
> On May 6, 2014, at 3:08 PM, Suzanne T. Cole <[email-masked]> wrote:
>
>
> Thank you Will, agree. They would be an awesome LP and a real value-add
> for Counsyl in Asia.
>
> I will confirm for Thursday at 2pm then. Neil hoping you can stay for this
> one, it's their whole team for a positive decision to move forward.
> Best Suzanne
>
> Sent from my iPhone
>
>
> On May 6, 2014, at 5:38 PM, "William Lee" <[email-masked]> wrote:
>
> I’m available, and will do whatever it takes.  When John and I were at
> their office yesterday, Kenneth indicated strong interest in doing $15m min
> to $20m check size on deals.  He said, “we would be very lucky to get one
> direct co-invest deal every two years per fund”.  He really likes Counsyl
> because the profile fits them well: $50m in trailing rev, Asia/China market
> expansion opportunity, and they like the Healthcare IT space.  He
> understands he has to invest in the fund in order to get access to Counsyl.
>  We came out the meeting feeling very positive.  It is a great sign that he
> moved quickly on signing the MNDA.
>
> -Will
>
> On May 6, 2014, at 2:18 PM, Suzanne T. Cole <[email-masked]> wrote:
>
>
> Agree this will fast track CDIBs interest. Neil and Will?
> Thanks
>
> Sent from my iPhone
>
>
> On May 6, 2014, at 5:15 PM, "John DeLoche" <[email-masked]>
> wrote:
>
> It would work for me and Will. Let's book 2. Neil can hopefully stay
> longer and join us. We should not miss out on an oppty to meet their CEO.
> Perhaps Devon can join as well.
>
> Sent from my iPhone
>
>
> On May 6, 2014, at 1:56 PM, "Suzanne T. Cole" <[email-masked]> wrote:
>
> Sorry she asked for afternoon after 2pm, what works? Thanks Suzanne
>
> *From:* Nan Zheng [mailto:[email-masked] <[email-masked]>]
> *Sent:* Tuesday, May 06, 2014 4:53 PM
> *To:* Suzanne T. Cole
> *Cc:* Kenneth Huang; John DeLoche; Neil Callahan; William Lee
> *Subject:* RE: RSTP Follow up
>
> Hi Suzanne. May I suggest a meeting on Thursday since the three of us (our
> CEO, ken, and myself) are all together that day. Is the team available in
> the afternoon anytime starting at 2pm?
>
> *From:* Suzanne T. Cole [mailto:[email-masked] <[email-masked]>]
>
> *Sent:* Tuesday, May 6, 2014 1:37 PM
> *To:* Nan Zheng
> *Cc:* Kenneth Huang; John DeLoche; Neil Callahan; William Lee
> *Subject:* Re: RSTP Follow up
>
> Ok let's plan on lunch tomorrow @11:30am and a morning meeting Thursday
> with your CEO if that works? We can meet at RSTPs offices if that works at
> 333 Bush Street?
>
> Just let me know and thanks Suzanne
>
> Sent from my iPhone
>
>
> On May 6, 2014, at 4:16 PM, "Suzanne T. Cole" <[email-masked]> wrote:
>
> Great thank you Nan. Will circle back shortly, but if you would like to
> meet briefly late morning that may work? We have a 1:30pm out in Menlo Park
> in the afternoon.
>
> A meeting with your group's CEO definitely makes sense. Let me circle back
> to you on some times then too?
>
> Best, Suzanne
>
> Sent from my iPhone
>
>
> On May 6, 2014, at 3:02 PM, "Nan Zheng" <[email-masked]> wrote:
>
> Hi Suzanne. I apologize that I wasn’t available yesterday but I’m flexible
> rest of the week and would be interested in discussing Counsyl and other
> opportunities with the team. By the way the CEO of our group is in town
> Thursday and Friday and that would be a good opportunity if one of those
> days would work. If tomorrow is the only day that works, that is fine as
> well. Let me know. Thanks.
>
> *From:* Suzanne T. Cole [mailto:[email-masked] <[email-masked]>]
>
> *Sent:* Tuesday, May 6, 2014 5:32 AM
> *To:* Kenneth Huang; Nan Zheng
> *Cc:* John DeLoche; Neil Callahan; William Lee
> *Subject:* FW: RSTP Follow up
>
> Hi Ken and Nan,
> So pleased that Ken connected with John and Neil to discuss their strategy
> and how CDIB and RSTP might work together going forward. As John mentioned
> we are back in SFO tomorrow, Wednesday for meetings, including one of the
> partners from the NYC team.
>
> Nan, if you both have time and would like to set aside time meet with the
> team to discuss Counsyl and other opportunities that may be coming up in
> the pipeline please let us know?
> Best Regards,
>
> Suzanne
> ---------------------------------
> Suzanne Troy Cole
> Partner
> Troy Investment Advisors
> Tel: 617-721-9071
>
> *From:* John DeLoche [mailto:[email-masked] <[email-masked]>]
> *Sent:* Monday, May 05, 2014 9:43 PM
> *To:* Kenneth Huang
> *Cc:* Suzanne T. Cole; William Lee; Neil Callahan
> *Subject:* Re: RSTP Follow up
>
> Ken,
>
> Thanks for the quick turnaround of the NDA and the overview materials on
> CDIB.
>
> As discussed, attached please find our updated confidential Counsyl deal
> memo reflecting the initial closing which took place today. To the extent
> you would like to pursue the fund and co-investment opportunity, we can
> provide significant additional information as well meetings with our
> broader team as well as the Counsyl management team when appropriate. Note
> the management team launched the company's first media tour today.
>
> One of our NY-based partners will be in SF this Wednesday and we could
> make time for a follow up meeting at your or our offices that day.
>
> Best,
>
> John
>
>
> John DeLoche
> *Co-founder and 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, May 5, 2014 at 6:20 PM, Kenneth Huang <[email-masked]>
> wrote:
>
> Hi John and Will,
>
> Pleasure meeting both of you as well, I hope we can find something to work
> on together. Please find attached the signed NDA. I’ve also attached a
> short presentation about CDIB Capital for your reference as well.
>
> Best regards,
> Ken
>
> *From:* John DeLoche [mailto:[email-masked]]
> *Sent:* Monday, May 05, 2014 4:08 PM
> *To:* [email-masked]
> *Cc:* Suzanne Cole; William Lee; Neil Callahan
> *Subject:* RSTP Follow up
>
> Hi Ken,
>
> Great to meet you today. Attached please find our MNDA for the Counsyl
> investment.
>
> We also attach our PPM, master track record and references.
>
> Once the MNDA is in place, we will send you the updated Counsyl deal memo.
>
> Best,
>
> John
>
> John DeLoche
> *Co-founder and 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.
>
>