Our Philosophy
At the heart of our investment philosophy lies the principle of building meaningful partnerships at a critical inflection point in a company’s exceptional growth. We primarily focus on seed-stage investments, with the capacity to deploy up to $1 million per opportunity. The power of strategic capital deployment in redefining the trajectory of a business is not to be underestimated.
Our mission is to explore new frontiers and uncover value in unexpected places. We maintain a global investment outlook, unbound by geography, and often seek overlooked opportunities rather than following the crowd.
We continue to be captivated by success stories of high-potential ventures evolving into industry-leading companies. As fully independent investors—with no external parties or institutional mandates—we are free from the constraints of Principal-Agency problem. This autonomy enables us to act with speed, clarity, and conviction.
Core Approach
Lasting success is the result of a comprehensive understanding of markets and people, a strategic and analytical mindset, and a steadfast commitment to operational excellence. Our approach is grounded in collaboration—working closely with management teams to design and implement strategies that foster sustainable, long-term growth.
Leveraging our extensive experience, we take a disciplined and methodical approach to evaluating investment opportunities and uncovering companies with significant untapped potential. Our process includes:
- Target Identification: Systematically sourcing companies within defined strategic sectors and geographies aligned with our investment thesis, including FMCG, fintech, green technology, digital entertainment, and high-growth regions such as emerging markets and Belt and Road countries.
- Pre-Transaction Execution: Conducting thorough structuring, screening, due diligence, and negotiation of definitive agreements and closing documentation.
- Post-Investment Stewardship: Representing shareholder interests, actively supporting senior management to enhance business performance, and formulating optimal exit strategies.
Industry Formula:
We evolve with the times and alongside market realities, and this is evident from the continuous growth of our funds thesis.
- Emerging Markets
- Fin-tech
- Green-tech
We concentrate on emerging markets
- Significant growth potential, underpinned by underpenetrated consumer markets
- Robust demand outlook, driven by rising population, improving productivity, and increasing disposable income
- Resilient sectors characterized by low risk profiles, strong growth trajectories, high margins, substantial volumes, and healthy cash flows
- High-quality local businesses with strong brand-building opportunities and scalable regional growth potential
- Predominantly family-owned enterprises, often with limited managerial expertise and informal or unstructured succession planning
- Evolving regulatory landscape increasingly supportive of foreign direct investment (FDI)
“…investors in (emerging) markets are most likely to find success if they concentrate on ventures that: build basic or alternative infrastructure; organize and integrate fragmented markets; minimize transaction costs & friction; enable entrepreneurship & economic empowerment; or create entirely new markets.”
Fin-tech
We are long-standing advocates of inclusive financial innovation. The convergence of cloud computing, mobile connectivity, and data technologies—led by a new generation of digitally native entrepreneurs—has created the conditions for a transformative fintech revolution.
We love APIs, SaaS & Platforms
We believe the power of APIs, SaaS models—companies building the data, payment, and communications layers that enable scalable, cross-border financial services.
We focus on infrastructure APIs that expand total addressable markets (TAMs), enhance operational scale, and facilitate multi-market expansion.
While emerging markets often present compounded challenges in customer acquisition cost (CAC), lifetime value (LTV), and overall market readiness for consumer and merchant-facing solutions, we believe B2B fintech innovators are redefining these dynamics.
We have industry connections
In a sector shaped by relationships, regulatory nuance, and complex technical integrations, access is critical. We bring deep industry networks that span financial services, technology, government, and policy circles. Through structured, high-impact engagements, we facilitate meaningful introductions that help founders reach senior stakeholders and decision-makers across these domains.
We win through collaboration
We are built on a collaborative model that combines early-stage capital, operational expertise, and an extensive venture network. We work alongside visionary founders to shape the future of financial services in emerging markets.
We believe early capital plays a disproportionately important role in shaping a company’s trajectory. As experienced founders and operators ourselves, we offer hands-on support across critical inflection points—fundraising, hiring, product scaling, and market entry—always placing our portfolio companies at the center of our mission.
Green-tech
Philosophy:
We see green-tech at an inflection point, driven by a convergence of top-tier talent and capital. The most scalable opportunities lie in climate adaptation, particularly software-led solutions.
We expect enterprise-grade, B2B “picks-and-shovels” platforms to drive the strongest returns. Our edge lies in proprietary early-stage access, enabled by a grassroots network of strategic LPs and venture partners in China.
Process:
We are a financial-first fund focused on market-rate returns—not impact-driven.
We do not rely on carbon credit revenues as a core thesis, nor do we fund first-time founders.
Our focus is on second-time entrepreneurs with domain expertise, strong networks, and proven execution ability.
We prioritize software-centric models; hardware, where present, should serve as a wedge, with long-term value created through recurring, IP-driven software revenue.
People:
Our team is collaborative, intellectually curious, and grounded in humility, passion, and integrity.
Our General Partners bring over a decade of investing and operating experience in emerging markets.
Our venture partners are active climate founders, embedded in the markets we serve and instrumental in surfacing on-the-ground insights and opportunities.
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