45 minutes | Mar 25, 2021

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 Notes01:19 - Introduction to Shao Lee and motivations to become a VC04:18 - What is Global Founders Capital?05:53 - Bringing the Rocket Internet model to Asia10:19 - GFC’s Geographical Arbitrage13:00 - How to discover new business models?14:45 - Why is it time for Enterprise investment in China?17:10 - Trends in Chinese companies overseas expansion19:00 - GFC’s investment decision-making process20:34 - Founder’s pedigree in the decision-making process25:45 - Late entrant to China: Is the market still worth entering for VCs?27:40 - China’s competitive value proposition in global market32:24 - VC Trends for 2021: The Rise of Enterprise SaaS35:22 - The drivers of Enterprise SaaS38:24 - Evaluating Chinese Enterprise SaaS companiesMany 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.comShare, subscribe, review, enjoy!To join our listener group on WeChat, please add SOSV Helper (WeChat ID: sosvhero) and ask for the group  invitation.Follow us on LinkedIn:  https://www.linkedin.com/company/asia-startup-pulseEmail us: team@chinastartuppulse.com
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