EFTA01203869.pdf

From: "Peter L. CorseII" To: Jeffrey Epstein Subject: Fwd: inStream Date: Sat, 18 Apr 2015 17:07:38 +0000 Attachments: inStream_Summaty_Overview_-_November_2014.pdf; inStream_Overview_Presentation_November 2014.pdf Hi Jeffrey, Per our conversation, please see the below and attached information on inStream, the fintech deal. Talk soon, Peter Begin forwarded message: From: "Peter L. Corsell" Subject: inStream Date: February 15, 2014 at 1:37:51 PM EST To: Nicolas, John Wotowicz Hi Nicolas, Per our conversation, I have attached a one-page summary and recent deck for inStream, the first comprehensive practice management software platform for independent financial advisors (RIAs). In 2013, inStream raised circa $5M from a great investor group, and is now raising a convertible note, bridging into the upcoming Series B round. inStream has been performing very well since inception and the company has a bright future, in my opinion: (1) the product is fantastic and deploying new market-leading functionality every month; (2) the Toronto-based engineering team is first class, (3) inStream has already closed two large national enterprise clients: Mercer Global Advisors and Buckingham Asset Management (BAM), which is among the largest RIA firms in the US; and (4) the company's sales pipeline looks great. I'm both a personal investor ($550K to date) and active board member at inStream. My friend John Wotowicz (copied here) is the company's CEO, the former head of global business development at Dimensional Fund Advisors (DFA) and a longtime Morgan Stanley executive. If you are interested in learning more, John would be pleased to meet at your convenience and dive into the model. See you soon, Peter EFTA01203869 EFTA01203870