EFTA00699374.pdf

From: Andrew McCormack < To: "jeffrey E." <jeevacation@gmail.com> Subject: Re: direct investments? Date: Mon, 27 Jun 2016 17:25:17 +0000 Sounds good, thanks. On Mon, Jun 27, 2016 at 1:20 PM, jeffrey E. <jeevacation@gmail.com> wrote: thanks for thinking of me , have your friend contact me directly if you like On Mon, Jun 27, 2016 at 1:08 PM, Andrew McCormack < > wrote: Jeffrey, I hope all is well with you, I have a quick question: do you make direct investments into companies? A good friend of mine, Constantin Bisanz, started a company called ALOHA a few years ago. They make a range of healthy foods and products that they sell online and through big retail stores like Target. They've done very well and are on track to hit a $60M run rate this year. I'm a personal investor in ALOHA, but Retail and CPG brands are sectors we don't invest in through Valar (too much capital needed for our modest fund), so I thought I'd see if you were interested in taking a look. In any event, Constantin is a great guy and I think you'd enjoy meeting him. He has high-quality investors already ( ) and is looking for a larger check ($20M-$30M) in this next fundraising from a group that understands consumer brands but isn't private equity. Of course, if this isn't interesting - no worries. Either way, it would be great to catch up in person sometime. Would be great to update you on Fund 2 and what we're looking forward to finding for Fund 3. All the best, Andrew PS - Here is Constantin talking about ALOHA and deck is attached: 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 EFTA00699374 destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00699375