Anthony Tjajadi: Indonesia Market Insights, Trihill Capital Investment Thesis & Venture Capitalist VC Tradecraft - 366

Anthony Tjajadi, Founding Partner at Trihill Capital,and Jeremy Au talked about three main themes:

1. Indonesia Market Insights: Anthony discussed that the necessary qualities of successful Indonesian founders are hard work, being savvy at market dynamics and understanding of local political nuances, with examples in supply chain challenges and consumer behavior in Tier 2 and Tier 3 cities. He shared his assessment that while Indonesia boasts a large, young, and growing middle-class population, the potential for consumer spending is not as robust as macro indicators suggest.

2. Trihill Capital’s Investment Thesis: Anthony described Trihill Capital as a sector-agnostic, early-to-growth-stage VC that prefers investing in tech-enabled businesses. He talked about their focus on scalability, profitability, unit economics, and speed of growth when evaluating companies, as well as their approach to investing in public equities.

3. VC Tradecraft: Anthony advised about what VCs should look for in potential investments and how to navigate the Indonesian market in comparison to the US and China. He stressed the need for VCs to be extroverted and people-oriented, given the need for constant interaction with founders and other investors. He shared about the bold step he took in moving to Singapore to start the fund and advised aspiring venture capitalists to be prepared to make mistakes and understand their personal risk appetite.

Jeremy and Anthony also discussed the thesis behind investing in agritech, the necessity for founders to be fully aware of their market, and the importance of a strong support system for entrepreneurs. 

Watch, listen or read the full insight at https://www.bravesea.com/blog/anthony-tjajadi

Get transcripts, startup resources & community discussions at www.bravesea.com

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English: Spotify | YouTube | Apple Podcasts

Bahasa Indonesia: Spotify | YouTube | Apple Podcasts

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