Jeremy Au discussed three key insights on Southeast Asia venture capital. First, he highlighted the "Series B Valley of Death," where local funds support pre-seed to Series A, and global investors focus on later stages, but Series B and C funding gaps force startups into aggressive cost-cutting or revenue expansion. Second, he emphasized the importance of timing in venture bets, arguing that startups must be positioned in the right economic window—neither too futuristic nor too late—illustrating with examples like AI-driven call centers in the Philippines and Vietnam’s emerging luxury goods market. Third, he discussed how VCs balance two roles—judging founder potential and adding value—to maximize the likelihood of building unicorns - where startups adapt and learn quickly using the Lean Startup and OODA loops, with  examples from sectors like HR tech, AI call centers, and consumer goods.

Watch, listen or read the full insight at https://www.bravesea.com/blog/series-b-valley-of-death

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Chinese: Spotify | YouTube | Apple Podcasts

Vietnamese: Spotify | YouTube | Apple Podcasts