Subject: Re: China
From: "Ramji Srinivasan" <[email-masked]>
To: "John DeLoche" <[email-masked]>
Cc: "Eric Evans" <[email-masked]>, "Hunter Biden" <[email-masked]>, "Devon Archer" <[email-masked]>, "William Lee" <[email-masked]>, "Neil Callahan" <[email-masked]>
Date: Thu, 29 May 2014 22:13:26 -0700

John - thanks for the recap.  That's helpful background.  See our
separate note on China (with Rob Guigley from our side).  Hunter,
Devon - look forward to connecting soon on this!
Ramji Srinivasan
[email-masked]
Office: 650.206.2417 | Mobile: 650.714.1635
180 Kimball Way
South San Francisco, CA 94080

On Wed, May 28, 2014 at 3:14 PM, John DeLoche <[email-masked]> wrote:
> 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
>
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