Evaluating the Rise of SaaS in China with Shao Lee, Partner at Global Founders Capital

Today, 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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