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John,

I’ve been in consistent communication with Clare and her travel / year end issues are legitimate road blocks, so whether it’s NC or San Fran, an in person meeting is not likely until November given they haven’t met you guys. I agree re the impact of conference calls, but those seem to be our options at this point, and given DUMAC’s size and commitment to first time funds, my gut says to do the call now to plant to the seed and make it a priority for them for when things settle down. But it’s totally your call. Just want you and the team to know where things stand.

Dan


Daniel P. McHale
Managing Director
RSP Investments, LLC
New York / Washington D.C.
Direct: (212) 376-4633
Mobile: (917) 887-6699
dmchale@rspinv.com
P Consider the environment before printing this email.

NOTICE: RSP Investments, LLC is not acting as a municipal advisor and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This e-mail message, and any attachments, is not an offer, or solicitation of an offer, to buy or sell any security or other product. The information provided is subject to change without notice. This e-mail may contain privileged or confidential information or may otherwise be protected by other legal rules. Mistransmission is not intended to waive confidentiality or privilege. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. RSP Investments, LLC reserves the right, to the extent permitted under applicable law, to monitor, review and retain all electronic communications traveling through its networks and systems. By messaging with RSP Investments, LLC, you consent to the foregoing. E-mail transmissions cannot be guaranteed to be secure, timely or error-free.

On Sep 10, 2014, at 5:00 PM, John DeLoche <john@rstp.com> wrote:

> Dan,
>
> Please get meeting dates at their offices in October when she is back. You should let her know that we are working on two additional investments in profitable, explosively growing companies that we will likely close in October. Both are first institutional investments and propretary RSTP deals. We do not want to do an intro call as they are never successful--we likely have one real shot here so want to make sure we make the most of it.
>
> Thanks,
>
> 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 Wed, Sep 10, 2014 at 1:54 PM, Dan McHale <dmchale@rspinv.com> wrote:
> Pls see below. Let me know if you want to do a call for now with DUMAC in hopes of having a visit onsite in November when they’re in San Fran.
>
> Daniel P. McHale
> Managing Director
> RSP Investments, LLC
> New York / Washington D.C.
> Direct: (212) 376-4633
> Mobile: (917) 887-6699
> dmchale@rspinv.com
> P Consider the environment before printing this email.
>
> NOTICE: RSP Investments, LLC is not acting as a municipal advisor and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This e-mail message, and any attachments, is not an offer, or solicitation of an offer, to buy or sell any security or other product. The information provided is subject to change without notice. This e-mail may contain privileged or confidential information or may otherwise be protected by other legal rules. Mistransmission is not intended to waive confidentiality or privilege. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. RSP Investments, LLC reserves the right, to the extent permitted under applicable law, to monitor, review and retain all electronic communications traveling through its networks and systems. By messaging with RSP Investments, LLC, you consent to the foregoing. E-mail transmissions cannot be guaranteed to be secure, timely or error-free.
>
> Begin forwarded message:
>
>> From: "Fefer, Claire" <CFefer@dumac.duke.edu>
>> Subject: Re: Circling Back
>> Date: September 10, 2014 at 4:21:54 PM EDT
>> To: Dan McHale <dmchale@rspinv.com>
>> Cc: "Nayar, Kavita" <knayar@dumac.duke.edu>
>>
>> Hi Dan,
>> Thanks for your note. Unfortunately I have not had a chance to review the memos as we have been in the throes of our fiscal yearend portfolio review and preparation for our board meeting next week. I then hit the road for a whirlwind 5 country Europe trip, so things don't really settle down for me until late October. Shall we schedule a call then to walk through the deals? I hope to make it to SF in November.
>> Best,
>> Claire
>>
>> On Sep 10, 2014, at 1:01 PM, "Dan McHale" <dmchale@rspinv.com> wrote:
>>
>>> Hi Claire,
>>>
>>> I hope you’re doing well. I wanted to see if you and Kavita had a chance to review the deal memos we had sent on our growth equity affiliate Rosemont Seneca Technology Partners? We were hoping to get a Sept or early October date on the calendar to visit you in North Carolina to discuss further (unless you have plans to be in either San Fran or NY in the coming weeks?).
>>>
>>> Best,
>>>
>>> Dan McHale
>>>
>>> Daniel P. McHale
>>> Managing Director
>>> RSP Investments, LLC
>>> New York / Washington D.C.
>>> Direct: (212) 376-4633
>>> Mobile: (917) 887-6699
>>> dmchale@rspinv.com
>>> P Consider the environment before printing this email.
>>>
>>> NOTICE: RSP Investments, LLC is not acting as a municipal advisor and the opinions or views contained herein are not intended to be, and do not constitute, advice within the meaning of Section 975 of the Dodd-Frank Wall Street Reform and Consumer Protection Act. This e-mail message, and any attachments, is not an offer, or solicitation of an offer, to buy or sell any security or other product. The information provided is subject to change without notice. This e-mail may contain privileged or confidential information or may otherwise be protected by other legal rules. Mistransmission is not intended to waive confidentiality or privilege. If you have received this communication in error, please destroy all electronic and paper copies and notify the sender immediately. RSP Investments, LLC reserves the right, to the extent permitted under applicable law, to monitor, review and retain all electronic communications traveling through its networks and systems. By messaging with RSP Investments, LLC, you consent to the foregoing. E-mail transmissions cannot be guaranteed to be secure, timely or error-free.
>>>
>>> On Aug 6, 2014, at 4:01 PM, Fefer, Claire <CFefer@dumac.duke.edu> wrote:
>>>
>>>> Hi Dan,
>>>> Thanks for the vm and follow up note. I just left you a long winded message but in short, while we haven't yet had a chance to review the deal memos, we look forward to doing so and continuing the dialogue. Let's touch base in a few weeks.
>>>> Thanks very much,
>>>> Claire
>>>>
>>>> On Aug 6, 2014, at 10:27 AM, "Daniel McHale" <dmchale@rspinv.com> wrote:
>>>>
>
>