EMAIL DETAILS

They must have gotten the thumbs up from their IC meeting today to push
forward on due diligence.


Neil Callahan

Rosemont Seneca Technology Partners

Carnegie Hall Tower

152 West 57th, 47th Floor

New York, NY 10019

212-933-9965 (o)

917-945-9516 (m)

866-749-8879 (f)

www.rstp.com <http://www.rstp.com/>


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From: William Lee [mailto:will@rstp.com]
Sent: Tuesday, April 22, 2014 12:52 AM
To: Neil Callahan; Devon Archer; Hunter Biden
Cc: John DeLoche
Subject: Re: RSTP, NB


Team,


NB is scheduling a reference call with Gilman Louie on me and the team. NB
is in all three of Gilman's funds from the beginning. Very exciting time!


-Will


On Apr 21, 2014, at 9:04 PM, William Lee <will@rstp.com> wrote:


Hi Gilman,


Thank you very much for taking the time to do the reference call with NB on
us. Attached please find our overview deck and the PPM. We assemble the
team carefully with each person offering a different and unique role, and
our main differentiation is our biz dev team in DC which provides market
entry from "Baltimore to Beijing" for government and non-government
businesses. Slides #9 was actually real photos of the guys in DC banging
the phone on actual biz dev calls. Slide #3 discusses our investment
strategy. Slide #7 is the track record for the team when we did all the
investments together as a RSTP team. NB has the master track record which
shows a combined $180m of invested capital on over 30 investments since 2006
from members of the team.


NB is doing final due-diligence on our fund as well as a direct
co-investment opportunity on a $50m Series D round on Counsyl which we are
leading. This will be our 3rd investment in Counsyl and we have the
strongest conviction that it will meet our 3x+ return with strong downside
protection. We helped Counsyl grow at a CAGR of 160% since 2011.


NB is also doing due-diligence on another existing investment, Metabiota,
and we will be sending them updated info on Tuesday. We believe that
Metabiota is to the USDA what Palantir is to the CIA. It is using sensors
and big data software analytics for capturing, analyzing, predicting and
insuring the world's microbial threat. They did $8m in trailing when we
invested, and similar to Counsyl, we were the first institutional investor
going in.


Once again, can't thank you enough for putting a good word for the team.
Please let me know if there is any additional information that you would
like before the call.


Best regards,

Will


<Confidential RSTP Overview.pdf>

<Confidential RSTP II PPM.pdf>


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 <http://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.


On Apr 21, 2014, at 8:16 PM, Gilman Louie <glouie@alsop-louie.com> wrote:


Will,


NB is scheduling a conference with me on you and your team. Please send me
any data you want me to share with them on your track record and current
investment opportunities.


Gilman

Sent from my iPhone 5c


On Apr 14, 2014, at 3:49 PM, "William Lee" <will@rstp.com> wrote:

Patty,


10am Wed is good for John and me. I'm copying Bill and his assistant,
Melody, to check with his availability.


Thank you,

Will


On Apr 14, 2014, at 3:44 PM, Patty Wong <pwong@alsop-louie.com> wrote:


Hi Will - Gilman is available this Wed, Apr 16, 10am or Thursday, Apr 17 at
4pm, at our office in SF.


Please let me know what works for you.


Best,

Patty


Patty Wong

Alsop Louie Partners

415-596-0981


From: William Lee [mailto:will@rstp.com]
Sent: Monday, April 14, 2014 9:30 AM
To: Gilman Louie; Bill Coleman; Patty Wong
Cc: John DeLoche
Subject: Re: RSTP, NB, Bill Coleman


Thank you Gilman. Colette didn't wake me up by knocking on the door, but
she FaceTimed me!


Hi Bill, hope this note finds you well. It is a very small world that after
BEA we are connected again through Gilman. The co-founders of The Theory
Center are still very closely tied together. John Belizaire and team are
busy building the next generation insurance underwriting platform in the
East Coast. Mauricio Alvarez (also a CAIS parent), are working on a leading
reading platform, Curriculet. Under your leadership at BEA, our experience
was life changing. I would love to catch up and hear what you have been up
to.


I am copying my SF partner, John DeLoche, co-founder of RSTP, another CAIS
parent who connected to me to the RSTP team. Let's try to do lunch.


Patty, thank you for your help on organizing. We are in town this week.
Please let me know what would work best from your end.


Best,

-Will


On Apr 14, 2014, at 8:43 AM, Gilman Louie < <mailto:glouie@alsop-louie.com>
glouie@alsop-louie.com> wrote:


Will,


I've cc: Bill on this email. I am sure he would love to hear from you.


I've cc:Patty, my assistant, and she can coordinate a meeting either out
here or in DC.


Jaxon woke up at 3:30AM and came into our room complaining that he couldn't
sleep. Unfortunately, we don't have a dog to walk!


Gilman


From: William Lee < <mailto:will@rstp.com> will@rstp.com>
Date: Monday, April 14, 2014 8:34 AM
To: Gilman Louie < <mailto:glouie@alsop-louie.com> glouie@alsop-louie.com>
Subject: RSTP, NB, Bill Coleman


Gilman,


Great seeing you over the weekend at SFO. Hope Jaxon was able to overcome
his jetlag soon. Colette woke me up at 5:30am to walk the dog!


Thanks for putting a good word for me at NB. I should have given you a
heads up a few weeks when we met Brien and his team at Dallas. Brien, Tony,
Jon and Doug are a great team of people, and it would be very meaningful for
us to have them as LPs.


In addition, seems like there are many opportunities for us to look at some
deals together as both of our models are helping companies to grow at
different stages through powerful biz dev relationships. Would love to grab
lunch soon here in SF or DC. I'm in this week, and probably traveling again
the following week.


Can you also please connect me with Bill Coleman? Bill is always my idol,
and I haven't been in touch with him for a while. Would love to catch up
with him.


Thank you,


Will


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

<http://www.rstp.com/> 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.