EMAIL DETAILS

Hi John.

I will email the appropriate models to you in excel. The models are straight forward but also complex. I think the best approach is to walk your team through a few examples so that you are fluent in the model construction.

Let me know you available tomorrow or any day next week. I will send the model later today or early am tomorrow. Jim

From: Ido Schoenberg
Sent: Thursday, March 20, 2014 3:52 AM
To: John DeLoche; James Malone
Cc: Hunter Biden; Neil Callahan; Rob Walker; William Lee; Sebastian Momtazi; Elizabeth Kwo
Subject: Re: Follow up

Hi John,

Greetings from Tel-Aviv.

We are very excited about your interest in American Well and hope that we will soon find a way to partner.

Jim (copied) will forward to you our excel model. It is rather elaborate and you may benefit from a walk through...

While the model is very detailed, the key conclusion is simple. Our performance is dramatically impacted by the rate of consumer adoption. I wish we had a crystal ball to see exactly how this trend will play out...

We believe that our guidance is realistic and conservative especially in light of our actual results. As you analyze the model, you will see that even a small acceleration in the adoption rate will have a huge positive impact on our numbers.

I look forward to spending more time with you and your team.

Warm regards,

Ido

===============
Dr. Ido Schoenberg
Chairman and CEO
American Well Inc.
+1(617) 2043555


From: John DeLoche <john@rstp.com<mailto:john@rstp.com>>
Date: Wednesday, March 19, 2014 at 10:21 PM
To: Jim Malone <James.Malone@AmericanWell.com<mailto:James.Malone@AmericanWell.com>>, Ido Schoenberg <Ido@AmericanWell.com<mailto:Ido@AmericanWell.com>>
Cc: "hbiden@rosemontseneca.com<mailto:hbiden@rosemontseneca.com>" <hbiden@rosemontseneca.com<mailto:hbiden@rosemontseneca.com>>, Neil Callahan <ncallahan@rosemontseneca.com<mailto:ncallahan@rosemontseneca.com>>, Rob Walker <rwalker@rosemontseneca.com<mailto:rwalker@rosemontseneca.com>>, William Lee <wlee@rosemontseneca.com<mailto:wlee@rosemontseneca.com>>, Sebastian Momtazi <smomtazi@rosemontseneca.com<mailto:smomtazi@rosemontseneca.com>>
Subject: Re: Follow up

Hi Ido and James,

We are excited about digging in and completing our due diligence swiftly. For this purpose, can you please send us an excel copy of your financial projections? We would like to run some sensitivities on the model and make sure we understand the drivers completely.

We also look forward to getting a follow up call and meeting scheduled.

Best,

John


John DeLoche
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, Mar 3, 2014 at 9:41 AM, John DeLoche <john@rstp.com<mailto:john@rstp.com>> wrote:
Hi Ido and James,

Great meeting you on the call today! Please provide access to the data room to those cc'd on this email and me.

We look forward to next steps!

Best,

John

John DeLoche
Managing Director
Rosemont Seneca Technology Partners
333 Bush Street, 21st Floor
San Francisco, CA 94104
office: 415 767 1288<tel:415%20767%201288>
mobile: 415 793 7070<tel:415%20793%207070>

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.