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📄 Extracted Text (244 words)
From: Melinda Roy
Sent: 2/8/2016 11:13:27 AM
To: Paul Morris Stewart Oldfield
Subject: RE: Updated Pipeline IC)
Attachments: Pipeline 2.8.2016.xlsx
Classification: Confidential
Updated - please see attached
original Message
From: Paul Morris
Sent: Monday, February 08, 2016 9:41 AM
To: Melinda Roy; Stewart Oldfield
Subject: RE: Updated Pipeline (C]
Classification: Confidential
Melinda, I don't see the General Atlantic credit facility in here? Should be $150 million at 2.0 run
rate interest and 25 bps upfront fees, put in 75% category so shows up on first page. thanks
Paul Morris
managing Director
Deutsche Bank Private Bank
Office: 212-454-0701
cell: 917-971-2507
Original Message
From: Melinda Roy
Sent: Thursday, February 04, 2016 9:27 AM
To: Paul Morris; Stewart oldfield
subject: updated Pipeline [c]
classification: confidential
If we just wanted to keep the customer/relationship on the list to remember them, I put "Introduction" in
the opportunity name with a probability of 0%.
Pending items:
Heptagon Capital - submitted for conversion to a customer, then I will add the derivative opportunity
Latona Advisors - can't find them online to submit as a lead..need the state where they are based. Did I
misspell their name?
Let me know if there are other items to add, delete, or update. Thanks!
Original Message
From: Paul Morris
Sent: Thursday, February 04, 2016 7:56 AM
To: Melinda Roy
Cc: Stewart Oldfield
Subject: Can you send over the updated pipeline, Thx
CONFIDENTIAL — PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0 120005
CONFIDENTIAL SDNY_GM_00266189
EFTA01459535
ℹ️ Document Details
SHA-256
ff1a84ebaee1bb0511672242a7094dea89792a309c5d88b2d265c15f9dd358bf
Bates Number
EFTA01459535
Dataset
DataSet-10
Type
document
Pages
1
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