Asia Startup Pulse

对话Global Founders Capital合伙人Shao Lee:2021年中国SaaS将如何发展


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Global Founder’s Capital, in spite of its global presence, has been a late entrant to China. However, in a very short time in the region, they’ve become a force to reckon with investing in some very promising companies. 


Coincidently, enterprise SaaS in China has been gaining speedy momentum in the recent past. Why is this the right time for enterprise investment in China? Is China still relevant for incoming VCs? Why is enterprise SaaS a must-watch trend for 2021 and what is driving this growth? 


In this episode, we invite Shao Lee, Partner at Global Founders Capital, who spearheads their China operations. We talk about GFC’s investment thesis and their unique proposition of Geographical Arbitrage. We dive deeper into understanding the Chinese ecosystem and the drivers of enterprise SaaS in China. As a leading investor in the TMT/ SaaS space, Shao shares his insights on how GFC evaluates enterprise SaaS companies in China.


Show Notes

01:19 - Introduction to Shao Lee and motivations to become a VC

04:18 - What is Global Founders Capital?

05:53 - Bringing the Rocket Internet model to Asia

10:19 - GFC’s Geographical Arbitrage

13:00 - How to discover new business models?

14:45 - Why is it time for Enterprise investment in China?

17:10 - Trends in Chinese companies overseas expansion

19:00 - GFC’s investment decision-making process

20:34 - Founder’s pedigree in the decision-making process

25:45 - Late entrant to China: Is the market still worth entering for VCs?

27:40 - China’s competitive value proposition in global market

32:24 - VC Trends for 2021: The Rise of Enterprise SaaS

35:22 - The drivers of Enterprise SaaS

38:24 - Evaluating Chinese Enterprise SaaS companies


Many thanks to our guest Shao Lee; host Oscar Ramos; producers Eva Shi and  Sagar Chaudhary; editor David; organizer Chinaccelerator; and sponsor People Squared. Be sure to check out our website www.chinaccelerator.com

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Asia Startup PulseBy Chinaccelerator