Analyse Asia

Hear Alexander Bent explain how blockchain technologies can be applied to solve challenges in sustainability & climate change. "I think blockchain is the essential, but kind of boring part of where we can inventorize and actually look at scope 3 emissions, right? Because scope 3 is for a lot of developers. It is 1 of the biggest areas that they need to tackle. Looking at supply chains, where are these materials I'm building this development coming from? Everyone's talking about timber and how amazing timber is, but how is that timber cultivated? Where is it shipped from? Et cetera, et cetera. And I think blockchain can provide a really interesting audit trail around that and provide a really interesting pathway to solving some of those scope 3 issues when it comes to the supply chain. But again, I think the blockchain also requires a lot of power, and that's another issue, right? but, blockchain can be very useful, especially when it looks at waste and on construction sites for which we've seen a lot of use use cases, et cetera. I think that now the proof of work changed to proof of stake. A lot of what is called level two changes are specific to Ethereum. The energy problem is going to go down, but let's go to somewhere more conservative." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #ethereum #layer2blockchains #blockchains #climatechange #scope3emissions

Hear Alexander Bent describes what great would like for Undivided Ventures moving forward. "This is a really really unique time in history where we can genuinely invest in something we care about, hopefully, all of us care about the planet and at the same time we can make money doing so it's very rare that those two things collide with you. So what great looks like for Undivided Ventures is the ability to invest at scale. Scaling impact beyond where we are today and working with almost every portfolio in Asia in some way to provide solutions that meet those impact requirements and go beyond just ESG reporting. bring back the climate to where we want it to be? Meet these sustainability goals? And at the same time, really making money for our LPs. I think again, This is a really interesting time to do that where we've got a lot of headwinds with capital markets, with geopolitics in the world. But at the end of the day, I think no one would disagree that we only have one planet, right. And as cliche as cheesy as that sounds until we all want to immigrate to Mars we've got to make this planet work." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #whatdoesgreatlooklike

Hear Alexander Bent explains how augmented and virtual reality powered by headsets such as Apple Vision Pro will shape the built environment. "One of the biggest issues today, in Saudi Arabia or the Middle East, but also in Singapore and Hong Kong is worker safety. It falls within that social value investment theme. We met a really interesting company that talked about using augmented reality to look at pitfalls on construction sites. Wearing goggles or glasses can actually help identify through some infrared technology some of the areas which can be a real problem on construction sites. It helps to reduce the amount of interventions. So retrofits are a really focus area for mature cities. So mature cities again in an Asia context, like Singapore, and Hong Kong. I think there's going to continue to be a lot of retrofits moving forward. Through a combination of augmented reality and BIM. A lot of the M&E building services are how we can use existing infrastructure within the building to reposition the asset. I think through augmented reality is going to be going to be super, super interesting. It is old school, and it's been around a long time, but I think people are taking it to the next level now, and we're seeing some really interesting applications." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #AR #VR #augmentedreality #virtualreality #applevisionpro

Hear Alexander Bent discuss the importance of materials engineering as an innovation to the built environment and what impact they can bring to climate change and sustainability. "Advancements in, say, material science and engineering sciences. This is where I think you also intersected with a lot of founders working in this space. How do you see that in the built environment? Because that's actually where you're closest to. So this is the area that I'm super interested in because I think that I think if we can solve for materials, then almost solved, I would say 70 per cent of the problem. So if you've got an inventory of thousands and thousands of materials, understanding through AI and some SAS solutions, what the best materials to use in a particular site are. But I think that ultimately it's the materials themselves, which are going to change the game. 8 per cent of all emissions today come from concrete. I think biomaterials and lab-grown materials around insulations around concrete around all this stuff for us is fascinating. Having said that, it's super difficult to invest in because, and you can totally understand this, if you're a building department in Singapore or Hong Kong or wherever in Asia, and you actually generally want to have an alternative, but you need data. That data takes a long time." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #materialsengineering #materialscience #materials

The one thing that Alexander Bent from Undivided Ventures knows that very few do about investing in companies "Bernard Leong: So what's the one thing you know about investing in companies that operate in the built environment that very few people do? Alexander Bent: I don't know whether I know anything that no one else knows. But what I will say is It's very hard to get these companies into business. If you're investing in a company as an individual angel you better be sure that you're investing with other strategics because otherwise this company is going to go nowhere, in my opinion, If they don't have a way into construction companies and developers, it's gonna be very, very tough. But moving forward there will be an increasing amount of demand for this technology because a lot of real estate owners, whether they like to admit it or not, are actually quite scared. About the valuation impact, this could have on their vast portfolios and I think that if you touch on that fear and you can relate it back to valuation and cost like we've spoken about, I think that ticks a lot of boxes. So the sustainability piece is obviously very important, but treat it a bit like a Trojan horse, right? This way of getting into these businesses." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

Hear Alexander Bent shares his insights on how Generative AI can be applied to the built environment and sustainability space. Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #generativeai #AI #machinelearning

Picking the right market is the one key advice Alexander Bent from Undivided VC gives to startup founders "So do you have any advice for startups or entrepreneurs looking to make a positive impact on the built environment or sustainability sector? If you go to Europe today. The idea of ESG is sort of gone, right? ESG really is just a reporting mechanism. What people in Europe are now looking at is nature. They're looking at carbon obviously, biodiversity, et cetera, and wondering what the measurable impact is. So if you're a real estate developer, you really have to prove what your measurable impact is. Because if we don't understand where we are, we're never going to understand where we need to get to. But I think most importantly, I should go to networking events. If you can go to things like CBRE, JLL, all this stuff where you can kind of meet people and understand where the pain points are. ULI has a lot of lecture series where you can understand what people are looking at. Because again, I think it comes back to, there's no point in spending years and years of your life, building something which really doesn't have a huge amount of demand. It may be really interesting, but if there's no demand, you're not gonna get to that next stage and you won't be able to prove out your thesis." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

Impact drives the portfolio of Undivided VC with Gentian by Alexander Bent "We invest in a company called Gentian IO. They essentially look at urban landscapes, urban green roofs, and rural landscapes, and they map out climate issues around habitat. Moving forward when we have. further requirements around nature reporting. So today we have a lot of requirements around carbon, in Europe. We're starting to get a lot of requirements around nature. Gentian, they can have a positive effect on the nature of up to 4.3 million hectares of land, including in urban areas over the next nine years, which I think again is going to be super, super important. We're looking somewhere like Singapore which is, a really real urban ecosystem in terms of biodiversity. I think that's going to be very important to those particular cities in Asia and also somewhere like Hong Kong as well, which is, which is also fairly biodiverse." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

Impact drives the portfolio of Undivided VC: Clean Robotics from Alexander Bent "A lot of the time, human beings are quite lazy and they just throw it wherever they can. So there's a company called Clean Robotics, which we invested in. Clean robotics is basically a robot solution that operates in high-density areas at the point of disposal. What this bin does is use AI machine learning, whatever you throw in there, will actually separate at the point of disposal and that becomes much easier for, the property owner. To then, send it to the recycling centre if you just look at some of the numbers, we believe over nine years. They could do nine megatons of carbon abatement and 169 million tons of diversion of waste." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice #cleanrobotics

The red flags from founders in startups that deter Alexander Bent from Undivided Ventures to invest "Bernard Leong: What are the red flags that will deter you from investing in them? Alexander Bent: I'm being very generalist here because these rules don't apply sometimes, but I think for me I get nervous about a big team of founders. Especially if they're all technical. I mean, a founder needs to have a business plan and stick to it, right. They need to back themselves up. but at the same time, I think they also need to listen, whether they take that. Advice or criticism and apply it differently. But if they're willing to listen, I think that that's important. And really listen and understand another point of view, it's up to them, what they do with that. If someone was not willing to listen and, just says this way or the highway, then for me, that's a big red flag. I'm not so concerned about single founders. A lot of people are. I sometimes think that that can be a positive. I know that there's key man risk. But for me, it's about big founding teams. Because I know how difficult it is with any business partnership. Again, this comes back to experience when you've got multiple voices and multiple people, too many cooks. Sometimes that could be an issue. So for me, it's about listening and also the makeup of the founding team." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

There are a lot of pilots in the startup space but the bottom line is important by Alexander Bent from Undivided Ventures "Bernard Leong: How do you know if the startup is on the right track in building the correct monetization model? Because this industry is extremely slow. Alexander Bent: Yeah, I do think that's changing, however, and I would argue that there's never been a better time to digitize real estate and construction processes. What drives folks in this industry quite honestly is cost. Especially in this market. So when we're looking at solutions, we want to understand how they can actually help a user's bottom line. and not help them in five years when they scale, but how can they help today? And I think it's a bit of a Trojan horse, right? We have an interesting company called Structure Pal with a lot of pilots. It's actually been one of the easiest technologies to sell in, to be honest. The reason for that is that obviously, they have a massive positive impact through the rationalization of the use of materials, but they also have an incredible cost benefit. So, they can decrease costs by up to 15%. So That makes a lot of real estate investors and developers and construction companies very excited." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

Alexander Bent from Undivided Ventures shares the traits of founders and startup teams that he indexes for investing "Bernard Leong: What is it that will help you in making the decision to invest in them then? Alexander Bent: When you're talking about sustainability, people become even more important because it's actually quite a challenge. There are many sustainability solutions out there that are built by very technical individuals who have been working on it for a long time, but don't necessarily have a huge amount of commercial exposure or expertise. So, in an ideal world, you want to look for a founder who understands technical, how to get to market, distribution, and all of that stuff. They're like a unicorn sometimes. if they're a technical founder who's been building a decarbonization solution for the last five years as an example, we can help them with some of the commercials, but do they have the grit to move this forward? that for me is very, very important. It's very difficult to underwrite that. I think that comes with experience. comes with failures, Investing in either the wrong company or the wrong people. But also it comes with your own experience. And I think again, for me, having been an entrepreneur for a long time, I think I understand what that grit looks like and, what that humility looks like too." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #startupfounders #startupadvice

What's a typical day for Alexander Bent from Undivided Ventures as a venture capitalist? "Bernard Leong: What's the typical day like for you as a venture capitalist? Alexander Bent: So I was in the real estate industry for a long time and the real estate industry moves very slowly. Venture capital is completely different. Usually, I'll get up at seven o'clock and do some exercise. That's important for me to clear my head and then I get stuck in. Fundraising takes up a lot of time, especially in this environment. We are looking at deals and we have a really healthy pipeline right now because Undivided is now becoming a bit more of a brand. So that's really exciting. And then, we're obviously running a company, making sure that everyone has got a direction and understands what to do. But it is very busy. I think the other element of venture capital is networking. Making those connections between companies and industry, internally, understanding some of the pain points. So we do a lot of research papers on different areas of the built environment. So yeah, it's a pretty fulfilled day, Bernard. Pretty busy at times, but super exciting. The way that Asia is changing right now, we're on the cusp of a real, big change as far as sustainability is concerned." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #climateadaptation #climatechange #climatemitigation

What is the investment thesis for Undivided Ventures? Hear Alexander Bent explains "Bernard Leong: What falls and does not fall under your investment mandate for your venture firm? Alexander Bent: So if you look outside your window, Bernard. We will invest in a solution for anything that doesn't move, making it more sustainable. I mean, that's really how to think about it. a lot of people come to me and they're like, Oh, you're very specific in your theme and it's very broad. The built environment encompasses roads and lamp posts. Obviously, it looks at real estate assets in the construction space, but we're looking at a whole gamut of solutions because I think that just like sustainability, it's all interconnected. A lot of people talk about decarbonization. That's great. We need to decarbonize, but that's just one element of sustainability. So for us, we have five investment themes. We have decarbonization and climate adaptation. We have nature positive. We have circularity and resource efficiency. Finally, we have social value because we believe combined, that's where we're going to get the biggest impact from multiple different areas." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #climateadaptation #climatechange #climatemitigation #undividedventures

The total market opportunity for the Real Estate landscape according to Alexander Bent from Undivided Ventures. "How would you visualize this total market opportunity in the landscape you invest in, the built environment, material side, engineering side, or even other forms people call "Prop Tech"? Yeah. I think it's all of the above, right? this is an incredible market opportunity. So forget about the impact for a second. We've got a $330 trillion industry here, arguably a lot of it is at risk. Stranded assets CRREM pathways to stranded assets, et cetera. I talked to a lot of funds. I've talked to a lot of developers. They're getting very worried about this. And, it's not just about their existing portfolios. It's about, how are they going to exit portfolios? Because a lot of buyers now build in the cost of retrofitting a building to bring it up to sustainability when they're looking acquiring an asset. So that might bring the price down. We look everything you've just mentioned. Materials. Hardware. Software. Anything that gets us to some of these impact targets we want to achieve in the built environment and also is something which is commercially viable." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #climateadaptation #climatechange #climatemitigation

What inspired Alexander Bent from Undivided VC to invest in construction tech and sustainability "I thought about numbers, about scale and I looked at my portfolio and I said, listen, I can help. But it's relatively small. I'm a boutique developer. If I want to have a measurable impact at scale, which is what I think needs to happen in the real estate and infrastructure space, I need to invest in technologies that can adapt across many different portfolios and many different construction companies and many different infrastructure players and so Undivided came about because we had a vision for really doing what I suppose Elon Musk has done for mobility. I think the built environment. There's a real climate tech mismatch. The built environment contributes arguably 40% of all GHG emissions globally. And it only gets about 4% of total VC funding for example. "Mobility" on the other hand. Gets the bulk of VC funding in this space, but contributes arguably about 16- 17% of all GHG emissions. So if we want to do something, we have to focus on the 1% of the biggest culprits, which is this space." Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #venturecapital #hongkong #climateadaptation #climatechange #sustainability #ESG

Will Southeast Asia reach 1 trillion GMV in 2030? Hear Sapna Chadha discuss "Bernard Leong: The 2030 goal of the 1 trillion GMV, will we reach for the Southeast Asia economy? Sapna Chadha: Well, yeah, it's important not to lose sight of the profitable growth in the near term. In previous years, we've seen an acceleration versus some of our expectations because the digital economy has been so resilient and adaptable. We continue to be optimistic, that's why this report really focuses on profitable growth. We believe the 1 trillion is still within reach, but a few things need to happen. We need to see more digital consumers, bridging the divide in economic participation. We need to see more digital businesses. We have a lot of nascent sectors still. More geographic coverage, which I also mentioned beyond the metros, and Florian touched upon government and regulation, right? We need to see more interconnected regional activities. It's really good to see the digital economy framework that's been created at an ASEAN level, right? Interoperability, cross border trade, so we need to make sure that it becomes easier across the region, and have digital agreements and better trade agreements." Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #google #bain #temasek #digitaleconomy #asean #southeastasia #digitaltrends #economySEA #vietnam #philippines #singapore #malaysia #indonesia #thailand

Investing in Sustainability is not only about climate mitigation but also about climate adaptation "So, is the way you're thinking about investment in this space is actually thinking through not just climate mitigation, but also climate adaptation, because this is very rare. I usually hear investors always going for climate mitigation. Yeah. if you're investing in the built environment 70 percent of the buildings we see today will be around for a long time. Right? So you need to think about not just mitigation, but adaptation, especially in the context of. what you've seen, in Hong Kong and throughout Asia, which is vastly different weather patterns. We were speaking to an insurance company the other day who is very concerned about the existing stock of assets and whether they're really up to the task. Part of what we look at and what we invest in is technologies that can help these buildings adapt. And I think that that's, very, very important in the context of real estate infrastructure, et cetera." - Alexander Bent from Undivided VC Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #undividedVC #alexanderbent #ESG #builtenvironment #constructiontech #insurtech #venturecapital #hongkong #climateadaptation #climatechange #climatemitigation

What are the trends that Sapna Chadha and Florian Hoppe both look forward to in 2024? "Bernard Leong: What do you most look forward to seeing in the 2024 report? "Florian Hoppe: For me, it's really all about exits. Some of the big players are on a very solid, profitable trajectory with heavily recovering share prices. And that's not only for the benefit of our own share portfolio but a key catalyst for the ecosystem. I think a few successful IPOs of next-generation players will signal that there's a market here that is successful and can be supported. Sapna Chadha: You can tell that Florian and I have different day jobs so working at Google, the thing I'm most excited about is when I get to see businesses applying new technologies in their support of their path to profitability. Obviously, AI has the potential to really support automation, increasing productivity, but this comes with an optimism to try things out. And I hope this report provides that optimism. You said Bernard at the beginning, you were surprised with some of these things. Things have slowed down in the near term, but at the same time, we have to be optimistic to allow us to try new technologies, which will help us get to these moonshots in the future." Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #google #bain #temasek #digitaleconomy #asean #southeastasia #digitaltrends #economySEA #vietnam #philippines #singapore #malaysia #indonesia #thailand

The One Thing Helen Wong knows that very few do: Exits will come for Southeast Asian Tech Companies "What's the one thing you know about being a venture capitalist in Southeast Asia, or specifically Indonesia that not many people know? A lot of LPs ask us this question, which is there's no DPI or low DPI versus more mature markets. They are very hesitant about Southeast Asia, which is a big paradox to me because if you look at the macro around the world Indonesia and Southeast Asia is having tremendous growth and pretty moderate inflation. Southeast Asia has not been in a better place ever. In terms of the US and China situation you see supply chains moving to this part of the world and also Covid accelerated that. So I feel the underlying fundamentals are looking quite good for Southeast Asia. But it's a paradox because of course historically the market being so early, there haven't been a lot of exits. But in the last two years, there have been very encouraging signs. So, as I mentioned, GoTo, the Blibli and Bukalapak IDX, Sea Ltd., and Grab on the US stock market. Exits will come. " - Helen Wong from AC Ventures Youtube Video: https://youtu.be/BUR0JbmymSc Main Site: https://www.analyse.asia/ac-ventures-investing-into-indonesia-with-helen-wong/ Newsletter Signup: https://www.analyse.asia/#/portal/signup #southeastasia #southeastasianews #aseanmatters #aseantech #exits #VCs #startups #theonething #ASEAN

What Helen Wong from AC Ventures looks in founders & startup teams for potential tech investment "First of all, the founders. Do they have any insights into the industries that they're looking to target? That is unique. Do you have the vision? Do you have the insights? Is your background suitable for what you're trying to do? And number two, are you a fast learner? If things don't go well, can you. Can you adjust? Number three I would say is leadership skills. Because you have to attract talent. Can you nurture talent? Can you retain talent? I think that is very important. Are you generous in your ESOP (Employee Stock Ownership Plan)? Are you someone who just wants to have it all yourself? And then a fourth trait I find in the best founders, they have a bit of stubbornness. This determination will bring things to a successful outcome no matter what and then I would say the team. It's good to have like maybe two to three founders because you need people who complement each other, right?" - Helen Wong, AC Ventures Youtube Video: https://youtu.be/BUR0JbmymSc Main Site: https://www.analyse.asia/ac-ventures-investing-into-indonesia-with-helen-wong/ Newsletter Signup: https://www.analyse.asia/#/portal/signup #shorts #indonesia #china #chinatech #indonesiatech #digitaltrends #emergingeconomies #BRIC #investment #technews

There's no glamour in being an entrepreneur - Alexander Bent from Undivided Ventures "Quite honestly, being an entrepreneur sometimes is - and this was a lesson I learned from a very successful entrepreneur that I talked about years ago - He said, there's no glamour in being an entrepreneur. And it really is true, because if you want to start something, you have to get involved in every aspect of that business, right down to the nitty-gritty initially. When I was working for Swire, when I went in and did their management trainee program, I was putting bottles on shelves in supermarkets in Utah. It's like Karate Kid, that scene with Mr. Miyagi where he talks about wax on, wax off. You don't really know why you're doing it, but you're doing it. Putting bottles on shelves in supermarkets taught me a lot about inventory management, taught me about what sells, what doesn't sell, and where you put the bottle. Customer acquisition, customer demand. And I think that. One of the lessons I've learned is just to be humble because if you're humble, then at least you can learn and you should be learning every day. And also not have an ego. That's key. Being an entrepreneur, you get a lot of rejection. There are some great times, but there are also people who don't share your vision. Right. And you just have to keep going." - Alexander Bent Main Site: https://www.analyse.asia/undivided-vc-investing-in-the-built-environment-sustainability-with-alexander-bent/ Full Youtube Video: https://youtu.be/4gRwt6TBh_s Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #careerguidance #careerjourney #careerlessons #startupadvice #entrepreneur #venturecapital #undividedVC #hongkong

Hear Sapna Chadha describes what success would mean for businesses from startups to enterprises in Southeast Asia. "Bernard Leong: So what would success look like for businesses in Southeast Asia for the next few years? Sapna Chadha: Continued growth. Participation, which we've talked about quite a bit. And then I would say improvements in ESG, thinking about environment, social and government, and, you know, cause as investments are made, that's going to become more important. Just to tackle each of these a little briefly, on growth, digital businesses need to continue to reflect the dynamism that we've seen. To show that profitability and growth don't have to be at odds, which this report actually has done. So we need to see businesses really embrace that. We need to make sure we don't lose sight of participation and that we don't get too narrowly focused on profitability at a user level because that could lead to a widening of a gap if we don't pay attention to both high-value and non-high-value users. And then finally, improvements in ESG are critical. Digital businesses play a really big part in this and success will come if we can focus on environmentally sustainable growth and that we have a conducive regulatory environment, which allows us to do this." Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #google #bain #temasek #digitaleconomy #asean #southeastasia #digitaltrends #economySEA #vietnam #philippines #singapore #malaysia #indonesia #thailand #esg

Hear Florian Hoppe from Bain & Co and Sapna Chadha from Google discuss what the key drivers for the next wave of growth in Southeast Asia. "Florian Hoppe: Access to a smart device. I mean, there are still people who don't have access to the internet not universally available yet access to means of digital payment online transactions. That's not true in all parts of Southeast Asia. And the longer this is prevalent, the more ingrained it becomes, and the harder it will be to change it. Now this is also where the role of government obviously starts to play. So businesses have a role to play here, but only to a certain level. And that's something that we're also profiling for the first time, which is important to keep tabs on. Sapna Chadha: If I can build on that, I mean, one of the areas where you aren't seeing as much of the investment that ideally we'll need in the future is in the non-metros. And actually, because infrastructure is challenged, you see pullback because of challenging unit economics. But ultimately there is value creation to be had there hopefully. We continue to see investments being made in things like infrastructure and logistics. You'll see that improvement because we see a gap between demand and supply in certain regions, particularly in the non-metros." Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #economySEA #digitaltrends #ASEAN #southeastasia #digitaltrends #vietnam #philippines #singapore #malaysia #indonesia #thailand

What is the difference in spending behaviour between HVU vs Non-HVU? Sapna Chadha breaks it down. "Bernard Leong: What are the key trends for high-value users and what are their spending patterns compared to a non-high-value user? Sapna Chadha: For high-value users, they spend more than 6x the amount that non-high-value users spend online. Particularly on discretionary spending verticals, like gaming, transport, and travel. Also out of 7 verticals that we looked at, high-value users spent across six of them as compared to about four and a half from non-high-value users. They're touching almost all the verticals, growing optimism as well. They are more likely to increase their spending over time. Their trust is obviously higher. More experience. They don't see it any other way. Like, you spend online. That said, I'll keep saying it because I think it's important. Non-high-value users as a group present a 1.9X growth opportunity of that of high-value users. We need to look at the barriers that some of these users have and why they may not be engaging as much." - Sapna Chadha Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #google #bain #temasek #digitaleconomy #asean #southeastasia #digitaltrends #sapnachadha #florianhoppe #bainvector #vietnam #philippines #singapore #malaysia #indonesia #thailand #fundraising #startupsasia #vcasia #venturecapital #highvalueuser #HVU

What Most Web3 Startups Get WRONG About Insurance #insurtech #insurtechbusiness #insurtech #web3 #cryptocurrency #fintech #InsuranceIndustry

Hear Tom Verrilli envisions what success means for a great product manager. "Well, it's going to change depending on what you're doing. I mean, the archetypal answer is impact and outcomes and your users get the things they need in your business and achieve their goals, but maybe I'll take it in a slightly different. We are about to be equipped with better, more powerful tools than any builders before us. We will have the capacity, for example, to like the prototype in real-time by describing for an agent, build me an app that looks like X and it can appear before us so we can prototype, dog food and do all of those things. If the level of effort required to build things is truncated the level of what we can't do is. Make hundreds of times more pieces of garbage. Just because you can build something fast doesn't mean that you should build a hundred things fast because what you end up doing is overwhelming your users by shipping loads and loads and loads of garbage You still have to have the same level of conviction you can now iterate and try a hundred different solutions to that problem." - Tom Verrilli Main Site: https://www.analyse.asia/the-art-of-product-management-with-tom-verrilli/ Full YouTube Video: https://youtu.be/hYsJ0qzyM4g Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #tomverrilli #twitch #chiefproductofficer #productmanager #productmanagement #productfeatures

Be able to articulate the why before you ask a senior person to help you from Brigid Archibald "It's very hard for somebody to help you if they don't know what you want to do. So I would encourage everybody to make sure that executives at the organization they're working with and just people within your network know what you want to do. And, most importantly why, because what I've found out fairly early on in my career is that if I go to a senior person in an organization with not just what I was thinking about, why they have a different view, they have a much more longer-term lens, they can see what's coming. So if I'm able to articulate why I wanna do so, Then it helps others help me." #careeradvice #careerjourney #careerguidance #lifelessons #b2bsales #experiencemanagement #qualtrics

What was the motivation behind looking at the high value users? Sapna Chadha explains "Bernard Leong: What was the motivation to introduce a metric like high-value user? Sapna Chadha: The motivation is the behaviours that we're seeing, right? It's the inclination for businesses in a tough environment would naturally be to say, let's focus on our high-value opportunities and they should be prioritised. but actually, as Google, obviously, we care about universal access participation by all segments. We use the word "everyone" a lot. And so it's important that we make sure that. We're being inclusive and we look at the risks that might exist if we are too narrowly focused in the long term. And so we decided to look at this in detail. And as you said, you know, it's important to note that behaviours do not equal affluence, right? You can be a really digitally engaged user, not necessarily have a lot of money." - Sapna Chadha Main Site: https://www.analyse.asia/decoding-the-google-e-conomy-sapna-chadha-florian-hoppe-bain-temasek-2023/ Full YouTube Video: https://youtu.be/28wyC7LFPjE Newsletter Signup: https://www.analyse.asia/#/portal/signup LinkedIn Page: https://www.linkedin.com/company/analyse-asia #google #bain #temasek #digitaleconomy #asean #southeastasia #digitaltrends #sapnachadha #florianhoppe #bainvector #vietnam #philippines #singapore #malaysia #indonesia #thailand #fundraising #startupsasia #vcasia #venturecapital #highvalueuser #HVU