A unique perspective
Although B2C investments have grabbed the headlines in recent years, we see an untapped market in B2B technology businesses, where with the right operational contribution beyond funding, we can expect much lower failure rates, and a higher probability of good outcomes. This allows entrepreneurs to grow their companies sustainably yet giving the fund venture-style returns.
Creating venture returns with less risk
1
Ignored and UnderservedUS$9b in the past 10 years all went to B2C startups in Southeast Asia, according to Preqin’s data.
2
Capital EfficiencyOver 50% of VC-backed B2B exits in the US have raised less than $US10m of total financing at the point of exit.
3
Positive Unit EconomicsEnterprise tech startups tend to have high gross profits allowing them to achieve positive cashflow with high predictability.
4
‘Sticky Customers’Recurring cashflow is embedded into operations.
Focused on B2B startups with South-east Asia as key growth market
To create venture returns with less risk, we have set stringent criteria:
Focus on a proven asset class (enterprise tech)
Apply a disciplined private equity approach
Take a stress-tested approach to projecting investment returns
*Source: CB Insights : https://www.cbinsights.com/research/venture-capital-funnel-2/
