Uncovering
unobvious
opportunities
We exist to back companies that are often overlooked and undervalued, but hold the potential to create lasting value and positive change.
Our Investment Thesis
Our Investment
Thesis
Strong conviction on our focus areas
We are the leading VC firm investing in early-stage Enterprise, Deep Tech, and Sustainability startups in Southeast Asia. Since 2012, we have made over 200 investments with US$600M AUM across 5 funds—each the largest of its kind at the time. No other firm in the region matches our dedication to these sectors.
A sharp eye for unobvious opportunities
Our investment philosophy is grounded in uncovering value where others see none. We seek out highly promising yet undervalued companies, driven by the equation: “Opportunity = Value – Perception.” By embracing Peter Thiel’s question, “What important truth do you believe that very few people agree with?”, we partner with founders who possess unique industry or technology insights. These insights enable them to build scalable, revenue-generating solutions that are 10x better than the status quo. Southeast Asia offers fertile ground for differentiated companies, and we are focused on startups that defy trends to create real, lasting impact—without being constrained by global comparables.
Commitment to trusted partnerships
The best founders choose partners they trust, and we are committed to earning that trust by consistently delivering value. Through deep, curious dialogue, we work with our founders to uncover key insights, maximise impact, and develop strategies for success. Beyond capital, we bring seasoned perspectives from our own entrepreneurial journeys, offering support in scaling, commercialisation, and organizational development. From fundraising and strategy to talent services and PR/communications, we provide comprehensive support. Our network of founders, LPs, co-investors, advisors, and corporates is ever-growing, and our dedication to being reliable partners has earned us world-class NPS scores.
