Subject: RE: 2 more topics for today's partner call
From: "Neil Callahan" <[email-masked]>
To: "John DeLoche" <[email-masked]>, "Devon Archer" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Hunter Biden" <[email-masked]>, "William Lee" <[email-masked]>, "Rob Walker" <[email-masked]>, "Eric Schwerin" <[email-masked]>, "Sebastian Momtazi" <[email-masked]>
Date: Tue, 29 Jul 2014 14:50:23 -0400

My feedback on new slide deck / options:

1.      I like page 4 as a replacement for what we have

2.      I still like page 6 – cleaner look

3.      Page 9 is fine as a replacement, sort of looks like a soccer ball,
but okay.

4.      I like page 11, maybe have the role of gov in the middle and then
have the three areas spoke out top, bottom left, bottom right?

5.      Page 14 is fine

6.      I like page 21, but with our original photos for each vector

7.      Page 12,  27, 29, 37 and 39 are a good replacements

8.      I like our original case study format, I think we keep it as is,
same for fund terms page.

Neil Callahan

Co-Founder & Managing Director

Rosemont Seneca Technology Patners

152 West 57th Street, 47th Floor

New York, New York 10019

917-945-9516

www.rstp.com

*From:* John DeLoche [mailto:[email-masked]]
*Sent:* Monday, July 28, 2014 12:36 PM
*To:* Devon Archer; Neil Callahan; Hunter Biden; William Lee; Rob Walker;
Eric Schwerin; Sebastian Momtazi
*Subject:* 2 more topics for today's partner call

1. Any potential takers for the $8.4mm left in the Counsyl Series D?

2. See attached. We had a professional designer look at our deck. The
attached has some alternatives for some of our slides. Let's discuss if we
want to change any of them.

Thanks,

John

Sent from my iPhone

Begin forwarded message:

*From:* Guillermo Gonzalez <[email-masked]>
*Date:* July 28, 2014 at 9:20:10 AM PDT
*To:* John DeLoche <[email-masked]>
*Cc:* John DeLoche <[email-masked]>, Neil Callahan <[email-masked]>
*Subject:* *Re: RSTP slide deck*

Revised PDF for your meeting this morning.

In case you want to reach out to me, my mobile is 408 421-7100.

Regards,

-Guillermo

On Mon, Jul 28, 2014 at 9:02 AM, Guillermo Gonzalez <
[email-masked]> wrote:

Here's the PDF

On Mon, Jul 28, 2014 at 8:51 AM, John DeLoche <[email-masked]>
wrote:

Guillermo, thanks can you please resend in PDF? I am looking at it on my
iPhone and the ppt does not render correctly.

Sent from my iPhone

On Jul 28, 2014, at 8:35 AM, Guillermo Gonzalez <
[email-masked]> wrote:

John, Neil,

Attached is the deck to review this morning. Per your guidance, I went back
to the original slide template and fonts. Here I'm providing various
options to choose from for the slides you indicated to focus on. Hopefully
this way it will be easier to decide what to keep/discard. The photos
included are samples in lo-res format and once we decide on the final ones
I'll purchase them and provide the hi-res version.

Look forward to our discussion at 9am PT/Noon ET.

Regards,

-Guillermo

On Fri, Jul 25, 2014 at 5:41 PM, Guillermo Gonzalez <
[email-masked]> wrote:

Thanks for that insight too. Makes a big difference. Great, will talk
Monday.

GG

Sent from my iPhone

On Jul 25, 2014, at 5:05 PM, John DeLoche <[email-masked]>
wrote:

Great. Let's use the same dial in:

202 446 0487, 333188#

Also, we have never presented the deck on a screen.  99% of the time we
will send folks a PDF or give them a printout so focusing on transitions is
not a priority for us.

Thanks,

John

Sent from my iPhone

On Jul 25, 2014, at 4:54 PM, Guillermo Gonzalez <
[email-masked]> wrote:

Thanks John, that's great guidance. I'll have another draft for our Monday
call. I'll focus on the pages you highlighted and will provide you with
options for each one. I'll keep your existing template and fonts.

For Monday, should I use same conference number as last time or call you
directly to your office or mobile?

-Guillermo

On Jul 25, 2014, at 4:44 PM, John DeLoche <[email-masked]> wrote:

Hi Guillermo,

Let's shoot for 9am PT on Monday.

Basically the presentation in its current format has been working well for
us. We like the fonts and the overall format. Specifically, we like that it
is clean and direct. We would like to enhance it to make it clean and
perhaps a little more edgy. We are mostly Mac users and our sense of style
is pretty minimalistic and clean.

Our thinking is the best candidate pages for a format clean-up/enhancement
would be slides 2 (to make it less of a "Wall of Words"), 5, 11 and 12.

The pictures you added for investment themes (slide 5) are a move in the
right direction, although the pictures themselves do not feel consistent
with the themes and are rather pedestrian. We are trying to convey a sense
of deep technology innovation on this slide and capture the essence of this
special and exciting time in the evolution of technology. For example, it
does not feel right to have a picture of folks holding papers for "The
Quantification of Everything"--this theme describes the elimination of
paper and creation of deep analytics around data.

For "Software and Robotics disintermediating traditional business models,"
think Uber and mobility as well as robots doing the jobs that humans have
historically done. Electric cars are captured in this theme as well as they
are essentially powered by software enhanced battery systems.

Maybe we have the same text boxes but you can find better pics for the four
themes or we go with another master picture to replace the "matrix" we
currently have there.

These four slides are pretty important but frankly are too boring in our
presentation as it currently exists. If you can find a way to turbo-charge
them that would be great. I would focus on those slides only at this point
and sorry we were not more clear about what we like and don't like in the
presentation.

Thanks for your efforts here and I hope this provides some better
directional guidance.

Have a great weekend and let's speak at 9 on Monday.

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 Fri, Jul 25, 2014 at 11:35 AM, Guillermo Gonzalez <
[email-masked]> wrote:

Hi John,

Ok. I think yes, it would be helpful to have a quick call to clarify
expectations. I'm available today after 2:30pm or Monday 9am or 4pm. Let me
know if either of these work.

Regards,

-Guillermo

On Jul 25, 2014, at 10:58 AM, John DeLoche <[email-masked]> wrote:

Hi Guillermo,

Thanks for your emails and your work. I have been in back to back meetings
hence the slow reply.

In general, we like the look and feel of our existing presentation but are
looking to upgrade it with images or formatting that might be more exciting
than those we currently have (pages 5 and 11 for example). We are not
looking for a wholesale restructuring of the presentation with new fonts,
etc. Just an upgrade to what we have which we think is clean and simple.

I hope this helps. Happy to have another call if we need to.

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 Thu, Jul 24, 2014 at 10:41 PM, Guillermo Gonzalez <
[email-masked]> wrote:

Hello again,

I was able to spend some more time on the deck today so here's an updated
one (v3). This one does include slide transitions so it's better if you
view it in slide show mode. Let me know your thoughts. Open to any changes
you need.

Regards,

-Guillermo

On Thu, Jul 24, 2014 at 1:37 PM, Guillermo Gonzalez <
[email-masked]> wrote:

John and Neil,

Attached is a first draft of the new RSTP deck. A few comments:

1) I've worked on slides 1-13 so far which were the ones you indicated are
typically covered in the meeting and I arranged them in the order you said
are covered. I will work on the rest in the next couple days.

2) In slide 2, need you to tell me what other bullet points should go there.

3) Slide 10 has some draft stock images and therefore have a watermark. I
will purchase these once I get your alignment that these look good.

4) Let me know your feedback on overall look and feel. I can also add some
transitions (not too flashy of course as we want to keep this professional).

Questions for you:

- What's the difference between RSTP and RSTP II? Both are shown in the
executive summary and wasn't sure if there was a distinction

- Do you typically use PC or Mac? Not a big deal as all the fonts I'm using
would work on both but just checking.

Regards,

-Guillermo

<Confidential RSTP Overview_New_v4.pptx