EFTA02460609.pdf

From: jeffrey E. <[email protected]> Sent: Monday, June 27, 2016 5:20 PM To: Andrew McCormack Subject: Re: direct investments? 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 ha=e a quick question: do you make direct investments into companies? A=good friend of mine, Constantin Bisanz, started a company called ALOHA a f=w years ago. They make a range of healthy foods and products that th=y 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 b=ands are sectors we don't invest in through Valar (too much capital ne=ded for our modest fund), so I thought I'd see if you were interested =n 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 (=a href="https://www.crunchbase.com/organization/aloha/investors" target=3Ir_blank">https://www.crunchbase.com/organization/aloha/investors) an= is looking for a larger check ($20M- $30M) in this next fundraising from a=group that understands consumer brands but isn't private equity. =div> Of course, if this isn't interesting - no worries.=C2 Either way, it would be great to catch up in person sometime. =ould be great to update you on Fund 2 and what we're looking forward t= finding for Fund 3. All the best, =/div> Andrew PS=- Here is Constantin talking about ALOHA and deck is attached: https://vimeo.com/15752=147 =AO please note The information contained i= this communication is confidential, may be attorney-client privileged,=may constitute inside information, and is intended only for the use =f the addressee. It is the property of JEE Unauthorized use, disclos=re or copying of this communication or any part thereof is strictly pro=ibited and may be unlawful. If you have EFTA_R1_01566210 EFTA02460609 received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="[email protected]" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved 2 EFTA_R1_01566211 EFTA02460610