The Impulso Podcast E30: [In-depth] Momentum Works goes to PE/VC summit
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Sep 18, 2023 Experts Ada and Vion share insights from a recent PE/VC summit, highlighting hot topics in Southeast Asia like fintech, SaaS, and agritech. They discuss the emergence of 'lighter models' focused on sustainable profitability rather than aggressive growth. The conversation shifts to the evolving investment landscape in China, questioning if it’s truly becoming 'uninvestable' or still holds potential. With diverse investor sentiments, they dissect the factors that separate lasting trends from fleeting hype while offering practical networking anecdotes.
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Hot Themes Come From Real Fundamentals
- Hot themes stem from real fundamental shifts like 4G enabling mobile internet, not just hype.
- When fundamentals drive growth, capital, talent and exits follow and sustain a multi-year wave.
Judge Startups By Real Traction
- Differentiate hype from substance by checking whether startups show real traction and revenue.
- Look for transactions, contracts and top-line growth rather than narrative alone.
Don't Chase Every High-Profile Round
- Resist pressure to follow every hot round and instead judge whether you agree with the thesis and valuation.
- Maintain coverage but choose selectively when famous VCs lead generous rounds.