EFTA01037048.pdf

From: Andrew McCormack < To: "jeffrey E." <jeevacation@grnail.com> Subject: Re: Valar Fund IV deck & PPM Date: Thu, 24 Aug 2017 19:24:14 +0000 Great. What time? On Thu, Aug 24, 2017 at 3:13 PM, jeffrey E. <jeevacation@gmail.com> wrote: 25 On Thu, Aug 24, 2017 at 3:12 PM, Andrew McCormack <I > wrote: Are you in NYC in September, what dates would work for you? On Thu, Aug 24, 2017 at 1:56 PM, Jeffrey E. <jea@gmail.com> wrote: yes of course On Thu, Aug 24, 2017 at 1:54 PM, Andrew McCormack < > wrote: As you may recall, we are preparing to raise Fund 4 this Fall. Target size will be $100-150M again, with the closing by Christmas (and a 2018 start date on the fund). With that background, I'm pleased to pass along our latest Deck and PPM (attached). Also, we will have the full data room up and running by the end of next week. Does it make sense for us to get some time on the calendar for us to come to your place (or vice versa) and catch up on the existing portfolio and plans for the new fund? A please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved please note The information contained in this communication is confidential, may be attorney-client privileged, may EFTA01037048 constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation@gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA01037049