EFTA02717804.pdf

From: Peter L. Corsell Sent: Saturday, April 18, 2015 5:08 PM To: Jeffrey Epstein Subject: Fwd: inStream Attachments: inStream Summary Overview - November 2014.pdf; Untitled attachment 00115.htm; inStream Overview Presentation November 2014.pdf; Untitled attachment 00118.htm Hi Jeffrey, Per our conversation, please see the below and attached =nformation 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 =ttached a one-page summary and recent deck for inStream, the first =omprehensive practice management software platform for independent =inancial advisors (RIAs). In 2013, inStream raised circa $5M from = great investor group, and is now raising a convertible note, bridging =nto the upcoming Series B round. inStream has been performing very well since =nception and the company has a bright future, in my opinion: (1) the =roduct is fantastic and deploying new market-leading functionality =very month; (2) the Toronto-based engineering team is first class, (3) =nStream has already closed two large national enterprise clients: =nbsp;Mercer Global Advisors and Buckingham Asset Management (BAM), =hich is among the largest RIA firms in the US; and (4) the company= sales pipeline looks great. I'm both a personal =nvestor ($550K to date) and active board member at inStream. My =riend John Wotowicz (copied here) is the company's CEO, the former head =f global business development at Dimensional Fund Advisors (DFA) and a =ongtime Morgan Stanley executive. If you are interested in =earning more, John would be pleased to meet at your convenience and =ive into the model. EFTA_R1_02165769 EFTA02717804 See you noon, 2 EFTA_R1_02165770 EFTA02717805