Subject: Re: Kelly Williams call prep
From: "Neil Callahan" <[email-masked]>
To: "John DeLoche" <[email-masked]>
Cc: "Hunter Biden" <[email-masked]>, "Suzanne Cole" <[email-masked]>, "William Lee" <[email-masked]>, "Neil Callahan" <[email-masked]>, "Devon Archer" <[email-masked]>
Date: Tue, 16 Sep 2014 14:50:25 -0400

Should we add that the fund is closing in December as to add a sense of
timing/urgency to have the meeting and for their team to complete dd?

On Tue, Sep 16, 2014 at 1:51 PM, John DeLoche <[email-masked]> wrote:

> Hi Hunter,
>
> Following up on our call yesterday and in advance of your call with Kelly
> tomorrow morning, below are some talking points. Your key ask is to secure
> a meeting with Kelly at which we can present the fund. It can be positioned
> as a follow up to our initial meeting with Brandon and to review the
> upcoming deals we have in exclusivity and for which there will be
> co-investment opportunities for new and existing LPs.
>
> --RSTP is the future of tech growth equity--value added team of successful
> bootstrapped entrepreneurs and investors with dedicated business
> development for portfolio companies
>
> --Gives us access to deals that do not need our money and the ability to
> control their future financings. All of our deals are profitable and
> growing at greater than 50% and will not be found in other funds as we
> syndicate with our LPs
>
> --Great investor base including Neuberger Berman and Goldman Sachs. Closed
> $80 million to date and circled another $70mm for the fund towards a $250mm
> hard cap
>
> --Two great deals in the fund so far: Counsyl which is preparing for an
> IPO. Metabiota which is becoming more and more important with the global
> awareness of Pandemic threats. Metabiota will have a co-investment
> opportunity later this year
>
> --Two more deals with signed terms sheets. Both first institutional
> profitable companies. One in the ecommerce space (good to limit the
> description to this), and another in the robotics space.
>
> --We would like a meeting to give them an update on our progress and
> review our co-investment opportunities.
>
> 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
>
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-- 
Neil Callahan
Rosemont Seneca Partners
917-945-951