Subject: Re: 2 more topics for today's partner call
From: "Eric Schwerin" <[email-masked]>
To: "Devon Archer" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>
Date: Tue, 29 Jul 2014 15:21:18 -0400

My only point on this one was that I am not sure we need it in there if it isn’t confirmed.  I think GS and NB are great validators and based on the feedback Dan got from BBR we may be better off not talking about things that we think might happen and stick with the ones that have already happened.  But don’t feel strongly.

On Jul 28, 2014, at 6:27 PM, Devon Archer <[email-masked]> wrote:

> They've definitely given us multiple verbal commitments; question is if they honor them...
> 
> Devon Archer
> 646 436 3745
> 
> On Jul 28, 2014, at 6:20 PM, Eric Schwerin <[email-masked]> wrote:
> 
>> In the attached presentation (which is really good - much better design), it makes reference a few times to a "closed or soft-circled commitment by a sovereign wealth fund".  I have also seen this in the marketing emails being sent out.  Do you guys consider that accurate?  I think now that we can mention Goldman, Neuberger Berman, etc. we don't need to have that in there if it isn't accurate.   Defer to you guys?
>> 
>> 
>> 
>> Eric D. Schwerin
>> Rosemont Seneca Partners, LLC
>> 1010 Wisconsin Ave., NW
>> Suite 705
>> Washington, DC 20007
>> (202) 333-1880
>> [email-masked]
>> P Consider the environment before printing this email.
>> 
>> Begin forwarded message:
>> 
>> From: John DeLoche <[email-masked]>
>> Subject: 2 more topics for today's partner call
>> Date: July 28, 2014 at 12:35:50 PM EDT
>> To: 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]>
>> 
>> 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>
>>> 
>>> 
>> <Confidential RSTP Overview_New_v5.pdf>