EFTA02639118

From: jeffrey E. <jeevacation@gmail.com> Sent: Thursday, August 24, 2017 5:56 PM To: Andrew McCormack Subject: Re: Valar Fund IV deck & PPM 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 (=nd a 2018 start date on the fund). With that background, I'm pleased t= pass along our latest Deck and PPM (attached). Also, we will have the ful= 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 p=ans for the new fund? =div> A =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 received this communication =n error, please notify us immediately by return e-mail or by e-mail to =a href="mailto:jeevacation@gmail.com" target="_blank">jeevacation@gmai=.com, and destroy this communication and all copies thereof, inc=uding all attachments. copyright -all rights reserved --001a11478a929eaf8f0557838b37-- conversation-id 33872 date-last-viewed 0 date-received 1503597378 flags 8590195713 gmail-label-ids 7 6 remote-id 742810 EFTA_R1_01871286 EFTA02639118