EMAIL DETAILS

Our strategy just may be to co-invest with Peter Thiel! Likely one that would make us all very rich.


Neil Callahan

Rosemont Seneca Partners

401 Greenwich Street, Suite 400

New York, New York 10013

212-796-4037 (o)

917-945-9516 (m)

866-749-8879 (f)


Confidentiality Warning: This e-mail contains information intended only for the use of the individual or entity named above. If the reader of this e-mail is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, any dissemination, publication or copying of this e-mail is strictly prohibited. The sender does not accept any responsibility for any loss, disruption or damage to your data or computer system that may occur while using data contained in, or transmitted with, this e-mail.If you have received this e-mail in error, please immediately notify us by return e-mail. Thank you


From: John DeLoche [mailto:jdeloche@rosemontseneca.com]
Sent: Tuesday, February 14, 2012 11:32 PM
To: <ncallahan@rosemontseneca.com>
Cc: <darcher@rosemontseneca.com>; Hunter Biden; <eschwerin@rosemontseneca.com>; Rob Walker
Subject: Re: Gunnar Optiks opportunity for RSTP/RS


Looks interesting. Good lead!

Please excuse typos as this message was sent from my handheld device.


On Feb 14, 2012, at 8:27 PM, "Neil Callahan \(Rosemont Seneca\)" <ncallahan@rosemontseneca.com> wrote:

Hey guys,


Interesting company and investors. May not be ideal for RSTP. The company is open to advisory assistance. They expect the USG to be their biggest institutional client to improve the workplace environment and need help navigating how to proceed in that market. Also could be an interesting relationship with Motion Global to broker.


I will have an initial chat with them to understand their advisory needs and what they are looking for in additional capital needs.


Take a look and let me know what you think.


Best,


Neil


Neil Callahan

Rosemont Seneca Partners

401 Greenwich Street, Suite 400

New York, New York 10013

212-796-4037 (o)

917-945-9516 (m)

866-749-8879 (f)


Confidentiality Warning: This e-mail contains information intended only for the use of the individual or entity named above. If the reader of this e-mail is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, any dissemination, publication or copying of this e-mail is strictly prohibited. The sender does not accept any responsibility for any loss, disruption or damage to your data or computer system that may occur while using data contained in, or transmitted with, this e-mail.If you have received this e-mail in error, please immediately notify us by return e-mail. Thank you


From: avi lindenbaum [mailto:avilindenbaum@gmail.com]
Sent: Tuesday, February 14, 2012 9:07 PM
To: Neil Callahan
Subject: Gunnar Optiks opportunity for RSTP/RS


Hi Neil. As discussed, attached please find an overview document outlining Gunnary Optik's business and the investment opportunity currently on the table (Subordinated Convertible Note ~$4MM to be used to retire existing sr debt service and take in some working capital). I have had several conversations with their team via phone and I think it's worthy of a look by RSTP for the following reasons:


* fits RSTP's mandate seeking late stage technology companies that can benefit from the DC advisory value add
* first mover advantage in a large market. $7.6MM 2011 revenue with 2012 target of being cash flow positive on revenue of $15MM (56% GM). Have raised ~$8MM in series A and B equity. Solid retail penetration already
* marquee investors including: Peter Thiel-Clarium Capital, Christopher Burch-Guggenheim Capital, Andy Corley former President Bausch & Lomb NA
* strategic marketing/distribution agreement executed with Carl Zeiss Vision a $5B premium optical products company based in Germany. Also an investor.
* Company has identified and begun executing against government related opportunities and acknowledges value in a possible RSTP advisory relationship
* Various opportunities for RSTP to extract value: debt and equity participation and advisory fees. Likely equity raise of $1MM-$3MM to follow in near future.

Gunnar Optiks URL: http://www.gunnars.com/ace/#three


We can set a call this Thursday with their exec team and look to meet face to face when they are in from CA sometime toward the end of Feb. Let me if you can do Thursday between 3 and 5pm.


Cheers.


Avi

<GUNNAR Optiks-Investor Deck 2012 (2).pdf>

<Executive_bios_combined.pdf>