EMAIL DETAILS
SUBJECT:
Re: RSTP Counsyl Series D Investment Memo (NB)
PRI: NORMAL
FROM:
J
john@rstp.com
DATE:
2014-04-15 20:18:51
MSG_ID:
<CABFb5Z1CF1bJvG5zb3XPcDj0ME17WAN+xc9ZipotNHkfFMoTmA@mail.gmail.com>
RECIPIENTS:
TO:
S
Suzanne T. Cole
<suzanne@troyinv.com>
CC:
D
Devon Archer
<darcher@rosemontcapital.com>
E
Eric Schwerin
<eschwerin@rosemontseneca.com>
H
Hunter Biden
<hbiden@rosemontseneca.com>
N
Neil Callahan
<ncallahan@rosemontseneca.com>
R
Rob Walker
<rwalker@rosemontseneca.com>
W
William Lee
<will@rstp.com>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
I twill be Doug and a few of their fund analysts from the Dallas office. 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 Tue, Apr 15, 2014 at 12:26 PM, Suzanne T. Cole <suzanne@troyinv.com>wrote: > Great Will and John. Do we know who all from their team in Dallas and NYC > will be joining Doug Manor? > Best Suzanne > > Sent from my iPhone > > On Apr 15, 2014, at 3:00 PM, "William Lee" <will@rstp.com> wrote: > > Team, > > The call with NB this morning went very well. Below please find Doug’s > email requesting to meet with us in SF for onsite DD for the RSTP II Fund > and Counsyl this Thursday morning. We need to have all hands on deck here, > as we have made a $100m ask into the fund and a potential $25m direct > co-investment opportunity for Counsyl. NB is moving very quickly on this. > > Best, > -Will > > Begin forwarded message: > > *From: *"Manor, Doug" <Doug.Manor@nb.com> > *Subject: **RE: RSTP Counsyl Series D Investment Memo* > *Date: *April 15, 2014 at 11:01:19 AM PDT > *To: *William Lee <will@rstp.com> > *Cc: *John DeLoche <john@rstp.com> > > Hi John & Will, > > Thanks again for spending so much time with us this morning. We are > excited about reviewing the fund and co-investment in more detail. To that > end, and considering the near-term decision deadline, we would like to > schedule an on-site diligence meeting and Counsyl company visit on Thursday > morning this week in San Francisco. Is this feasible on your end? I > realize this is short notice, but we would like to complete our work as > quickly as possible to meet the necessary deadlines. We would propose a > morning diligence session at your office, followed by a company visit > afterward before heading to the airport. > > Please let me know as soon as possible. > > All the best, > > Doug > > > *Doug Manor* > T: 214.647.9597 > E: Doug.Manor@nb.com > > > *From:* William Lee [mailto:will@rstp.com <will@rstp.com>] > *Sent:* Friday, April 11, 2014 3:15 PM > *To:* Tutrone, Anthony; Shofet, Jonathan; Manor, Doug > *Cc:* John DeLoche; Neil Callahan; Devon Archer; Suzanne Troy Cole; > Smith, Brien > *Subject:* RSTP Counsyl Series D Investment Memo > > Tony, Jon and Doug, > > As discussed, please find attached our draft internal investment committee > memo for the Counsyl Series D investment. I also included the company > model for your reference. There is about $25m or so of this round > available for direct investment from our LPs. About $15m of this $50m > round is already spoken for by RSTP and another institutional LP. Given > the accelerated timeframe here, we would be happy to get on a call to > address any questions you might have, and happy to connect you directly > with the company when appropriate. > > Best, > > Will and the RSTP team > > > > > William Lee, Managing Director > Rosemont Seneca Technology Partners (RSTP) > 333 Bush Street, 21st Floor > San Francisco, California 94104 > Office: 415.767.1289 > Mobile: 617.407.5958 > > www.rstp.com > > 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. > > > > > -------- > If you are not an intended recipient of this e-mail, you are not > authorized to duplicate, copy, retransmit or redistribute it by any means. > Please delete it and any attachments immediately and notify the sender that > you have received it in error. Unless specifically indicated, this e-mail > is not an offer to buy or sell or a solicitation to buy or sell any > securities, investment products or other financial product or service, an > official confirmation of any transaction, or an official statement of > Neuberger Berman. Any views or opinions presented are solely those of the > author and do not necessarily represent those of Neuberger Berman. This > e-mail is subject to terms available at the following link: > www.nb.com/disclaimer/usa.html. By messaging with Neuberger Berman you > consent to the foregoing. > >
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