Analyse Asia with Bernard Leong
Business:Management
Fresh out of the studio, Carmen Yuen, general partner from Vertex Ventures SE Asia & India, joined us to discuss the current state of venture capital in Southeast Asia & India after the difficult fundraising climate in the past year. Carmen began the story of her career, moving from the government sector to venture capital. She shares the evolution of Vertex Ventures from their investment thesis to the portfolio of startups and evaluates the startup class of 2023 vs 2021. Last but not least, Carmen describes exits as the leading indicators for startup success and elucidates what great would look like for Vertex Ventures.
Episode Highlights:
[00:50] Quote of the Day #QOTD from Carmen Yuen.
[01:21] Introduction: Carmen Yuen, General Partner, Vertex Ventures Southeast Asia & India.
[02:16] Carmen’s career story from the government sector to venture capital.
[05:03] Career lessons from Carmen Yuen.
[08:32] Introduction to Vertex Ventures Southeast Asia and India.
[12:41] Perspectives on Markets: Southeast Asia & India.
[14:50] Finding Local champions vs Regional players in Southeast Asia.
[16:12] The verticals that Carmen Yuen invests in Southeast Asia & India.
[18:48] Carmen’s typical day as a VC.
[20:22] Traits of Founders & Startup Teams that Carmen invests in.
[22:50] The red flags that deter Carmen from investing in startups.
[24:46] Solo Founders vs Startup Teams.
[26:55] Interesting companies under Vertex SE Asia portfolio.
[32:05] Advice to founders on market expansion in Southeast Asia.
[35:44] The startup class of 2023 vs the startup class of 2021.
[38:19] Outlook for 2024: Headwinds and Tailwinds.
[40:00] The one thing that Carmen Yuen knows as a VC that very few do.
[42:36] Advice to Startup Founders in a difficult fundraising climate.
[44:42] How do you explain the Southeast Asia to LPs?
[46:50] Exits are key to success in Southeast Asia: M&A and IPOs.
[47:36] What does great look like in Vertex Ventures SEA and India?
[48:11] Closing.
Podcast Information: Bernard Leong hosts and produces the show. Proper credits for the intro and end music: "Energetic Sports Drive" and the episode is mixed & edited in both video and audio format by G. Thomas Craig.
Akamai Cloud Computing & The Age of Edge AI with Jay Jenkins
Saison Capital and Real World Asset Monetization in Crypto with Qin En Looi
Digital Report 2024 and why Generative AI did not show up this time with Simon Kemp
Is TikTok going to be banned in the US? An Asian Perspective with Jing Yang
Don't Ignore Asia Tech with Catherine Shu
Will the stocks from China recover & Asian Century Stocks with Michael Fritzell
How Arta Finance Democratizes Wealth Management with Caesar Sengupta
BYD vs Tesla: The New EV Empire with Lei Xing
AC Ventures & The Indonesia Venture Capital Report 2023 with Adrian Li
Yana TV and Change Makers in the Asia Pacific with Yana Fry
Glints & Human Resources in the Age of AI with Oswald Yeo
The Power of Play and Future of Work with George Kesselman
The State of China 2023 with Shai Oster
The State of Generative AI and Crypto in 2023 with Kelly Choo
Undivided VC & Investing in the Built Environment & Sustainability with Alexander Bent
Decoding the e-Conomy SEA 2023 Report with Sapna Chadha and Florian Hoppe
Dow Jones & AI in Risk and Compliance with Joel Lange
The Art of Product Management with Tom Verrilli
Stripe and the Innovation of Financial Infrastructure in the Asia Pacific with Mike Clayville
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
The Commercial Edge: Unleash the Power of People
HCI Leadership Revolution
Human Capital Leadership
The Power of Music Thinking
BusinessWISE
Business Wars