Subject: Re: Thursday afternoon CDIB 2pm onward?
From: "William Lee" <[email-masked]>
To: "Rob Walker" <[email-masked]>
Cc: "Devon Archer" <[email-masked]>, "Suzanne Troy Cole" <[email-masked]>, "Neil Callahan" <[email-masked]>, "John DeLoche" <[email-masked]>, "Hunter Biden" <[email-masked]>
Date: Wed, 7 May 2014 10:06:39 -0700

I suggest everyone who will attend the CDIB meeting study CDIB’s deck.  It is screaming synergy with RSTP.  I can understand why they like Counsyl and our growth equity fund.

On May 7, 2014, at 8:15 AM, William Lee <[email-masked]> wrote:

> Rob, thanks for making the time to do this. It's simple, you can just show up at the conference room at Knobbe Martens DC office, and smile to the camera :) which you are very natural!
> 
> Will confirm with you later today. 
> 
> William Lee
> Rosemont Seneca Technology Partners (RSTP)
> Sent from my iPhone
> 
> On May 7, 2014, at 8:04 AM, Rob Walker <[email-masked]> wrote:
> 
>> Yes.  How do we set this up?  I wasn't here last time. 
>> 
>> On May 7, 2014 10:24 AM, "William Lee" <[email-masked]> wrote:
>> Rob, can you confirm if you can join the video conference at Knobbe Martens in DC (1717 Pennsylvania Ave NW) tomorrow Thursday?  Please plan to be there at 4:30PM Eastern to test out the line and we can prep you regarding the meeting as well.
>> 
>> Thanks,
>> Will
>> 
>> 
>> On May 6, 2014, at 4:40 PM, John DeLoche <[email-masked]> wrote:
>> 
>>> Cornerstone did not work. You would have to go to Knobbe Martens like last time. 
>>> 
>>> Sent from my iPhone
>>> 
>>> On May 6, 2014, at 4:38 PM, Rob Walker <[email-masked]> wrote:
>>> 
>>>> I can see if cornerstone has their video conferencing avail. 
>>>> 
>>>> On May 6, 2014 7:12 PM, "William Lee" <[email-masked]> wrote:
>>>> BTW, I tried reserving the large conference room, but it is booked in the afternoon.  The large conference room is available in the morning until 11:45am.  Instead I reserved the mid size conference room with video capability from 1:30PM to 5PM.  Hope that’s okay.
>>>> 
>>>> Copying Rob to check with his availability. 
>>>> 
>>>> -Will
>>>> 
>>>> 
>>>> On May 6, 2014, at 4:09 PM, John DeLoche <[email-masked]> wrote:
>>>> 
>>>>> Great idea but Hunter is in China. Maybe Rob and Devon could video in, but would have to be from DC due to the limitations of our video conferencing system. 
>>>>> 
>>>>> Sent from my iPhone
>>>>> 
>>>>> On May 6, 2014, at 3:59 PM, William Lee <[email-masked]> wrote:
>>>>> 
>>>>>> 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.
>>>>>>>> 
>>>>>> 
>>>> 
>>