Viewing Email: 20140528-181452_37812.eml [7KB]

Date / Time: May 28th, 2014 3:14 PM
From: 'john deloche' <john@rstp.com>
To: 'ramji srinivasan' <ramji@counsyl.com> 'eric evans' <eaevans@counsyl.com>
CC: 'Robert Hunter Biden' <hunter@rstp.com> 'devon archer' <devon@rstp.com> 'William Lee' <will@rstp.com> 'Neil Callahan' <neil@rstp.com>
Subject: China
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Subject: China
From: "John DeLoche" <john@rstp.com>
To: "Ramji Srinivasan" <ramji@counsyl.com>,
"Eric Evans" <eaevans@counsyl.com>
Cc: "Hunter Biden" <hunter@rstp.com>,
"Devon Archer" <devon@rstp.com>,
"William Lee" <will@rstp.com>,
"Neil Callahan" <neil@rstp.com>
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Ramji and Eric,

We wanted to follow up on the China strategy in general and as it relates
to this round. I spoke to Nan at CDIB a moment ago and it is clear that 1)
you guys are not an ideal fit for them and they would need to do a lot more
work as they focus on more cash flowing, buyout-like opportunities and 2)
their real strength is in Taiwan, rather than the mainland.

We discussed as a partnership and believe a more fruitful and strategic
route would be to seek an investor/partner from the mainland rather than
take an interim step in Taiwan. We have deep relationships in China and
could introduce you to a number of potential partners including China
Investment Corporation (CIC), a $400bn sovereign wealth fund as well as
several other potential investors/partners.

Hunter and Devon spend a lot of time in the region and will come back to us
with a full list of potential intros for your thoughts next week.

In parallel, we would like to set up a call with you and Shirley Young to
strategize about China market entry.

Best,

John

John DeLoche
*Co-founder and Managing Director*
Rosemont Seneca Technology Partners
333 Bush Street, 21st Floor
San Francisco, CA 94104
office: 415 767 1288
mobile: 415 793 7070

This email communication is privileged and confidential and is intended
only for the individuals or entities named above. Any unauthorized
dissemination of any of the contents of this email is strictly prohibited.
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disclose to others the contents of this communication. Please notify the
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Ramji and Eric,

We wanted to follow up on the China strategy in general and as it relates to this round. I spoke to Nan at CDIB a moment ago and it is clear that 1) you guys are not an ideal fit for them and they would need to do a lot more work as they focus on more cash flowing, buyout-like opportunities and 2) their real strength is in Taiwan, rather than the mainland.

We discussed as a partnership and believe a more fruitful and strategic route would be to seek an investor/partner from the mainland rather than take an interim step in Taiwan. We have deep relationships in China and could introduce you to a number of potential partners including China Investment Corporation (CIC), a $400bn sovereign wealth fund as well as several other potential investors/partners.

Hunter and Devon spend a lot of time in the region and will come back to us with a full list of potential intros for your thoughts next week.

In parallel, we would like to set up a call with you and Shirley Young to strategize about China market entry.

Best,

John

John DeLoche
Co-founder and Managing Director
Rosemont Seneca Technology Partners
333 Bush Street, 21st Floor
San Francisco, CA 94104
office: 415 767 1288
mobile: 415 793 7070

This email communication is privileged and confidential and is intended only for the individuals or entities named above. Any unauthorized dissemination of any of the contents of this email is strictly prohibited. If you are not the intended recipient, please do not read, copy, use or disclose to others the contents of this communication. Please notify the sender that you have received this e-mail in error and then delete the e-mail.
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