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.
Episode 60: Air Travel in Asia with Paul Papadimitriou - Analyse Asia with Bernard Leong
Episode 59: China’s Five Year Plan and Huawei with Kitty Fok - Analyse Asia with Bernard Leong
Episode 58: Building Relationships thru LinkedIn in Asia with Vicky Skipp - Analyse Asia with Bernard Leong
15 Minutes Beta Episode 3: FirstRide - Analyse Asia with Bernard Leong
Episode 57: Innovation in Asia Banking with Neal Cross - Analyse Asia with Bernard Leong
15 Minutes Beta Episode 2: Bakipa - Analyse Asia with Bernard Leong
Episode 56: SMART Nation and Singapore Start-up Ecosystem with Steve Leonard - Analyse Asia with Bernard Leong
15 Minutes Beta Episode 1: Taembe - Analyse Asia with Bernard Leong
Episode 55: From Alphabet to Uber and 1 Year on with Sameer Singh - Analyse Asia with Bernard Leong
Episode 54: Twittamentary & China’s Media Landscape with Tan Siok Siok - Analyse Asia with Bernard Leong
Episode 53: Mapping the networks in Asia with Parag Khanna - Analyse Asia with Bernard Leong
Episode 52: The Vietnam Startup Ecosystem with Anh-Minh Do - Analyse Asia with Bernard Leong
Episode 51: The SoftBank Group with David Corbin - Analyse Asia with Bernard Leong
Episode 50: A Tribute to Satoru Iwata & Nintendo’s Future with Serkan Toto - Analyse Asia with Bernard Leong
Episode 49: The Shortest Interview with Jenny Lee from GGV Capital - Analyse Asia with Bernard Leong
Episode 48: Decoding the Asia Landscape with Jamie Metzl - Analyse Asia with Bernard Leong
Episode 47: App Annie in Asia with Yu Junde - Analyse Asia with Bernard Leong
Episode 46: Smartphones, Watches & Bubbles in China & India with Ben Bajarin - Analyse Asia with Bernard Leong
Episode 45: The Rise Conference 2015 with Mike Harvey - Analyse Asia with Bernard Leong
Episode 44: The China Ecosystem with William Bao Bean of SOS Ventures - Analyse Asia with Bernard Leong
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
HCI Leadership Revolution
Human Capital Leadership
The Power of Music Thinking
BusinessWISE
Business Wars