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Hi guys,


Here is a very rough cut and a model showing all of our arrangements with
fee, % of sales and equity if applicable.


One goal is to figure out average deal size and therefore our cut from a %
of sales and to understand where we want to focus to get the most of our
time.


Maximizing our equity component has a longer tail, but we can figure out
actions we can take to drive enterprise value and what that could equate to
in terms of value.


We also want to create a Balance Sheet and account for our assets/deal on
the balance sheet at today's value. I'd like to enlist Jonathan Kelly to
help with that.


I am on a field trip tomorrow, but I can spend time on this on Friday is we
want to have a work session to take it to the next level (Eric, Devon, Neil
- should we included Jonathan on this as well?)


Best,


Neil