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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

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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:
>
>