Subject: Re: D.C. Video Conference Thursday
From: "Katie Dodge Rosemont Seneca Partners" <[email-masked]>
To: "William Lee" <[email-masked]>
Cc: "Hunter Biden" <[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 20:02:06 -0400

Sorry Will, Hunter is in China until 8PM ET Thursday. He will be on a plane at that time. 

-- Katie Dodge
Rosemont Seneca Partners
202-333-1880

> On 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]] 
>> 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]] 
>> 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]] 
>> 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]] 
>> 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]] 
>> 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.
>=2