[PreMoney SF 2016] "Crossborder Investing"

TL;DR

In a panel discussion, experienced investors discuss the importance of cross-border investing and building global networks in order to find the best returns and deliver value to limited partners (LPs).

Transcript

I'll start from my right Ming its founder of CSC up shot it's a several she briefed me to several hundred million dollars fund here in the US but I also raised a lot of money from China from Asia eric kim it's a co-founder and managing partner good water captain and several hundred million dollars he also under management and eric oceak juan its ma... Read More

Key Insights

• 😵 Cross-border investing is crucial in today's globalized economy.
• 😚 Investing in early-stage companies in close partnership with platforms like AngelList can facilitate the growth of the early-stage ecosystem.
• 😅 Consumer technology and consumer internet investing are hot sectors, with opportunities both in Silicon Valley and globally.
• 🙈 Africa is seen as a market with significant potential for producing innovative technology companies.
• 🚗 The rise of mobile technology has enabled African countries to leapfrog fixed infrastructure, leading to unique innovation in areas like mobile money.
• 😃 Data-driven approaches and leveraging big data are essential in investment strategies.
• 👾 Borders in the consumer internet space are becoming increasingly irrelevant, creating opportunities for global commerce.

Questions & Answers

Q: What is the investment thesis of CSC Upshot?

CSC Upshot is focused on deploying capital in early-stage companies in the US, particularly through a close partnership with AngelList. They aim to facilitate the growth of the early-stage ecosystem in the US.

Q: What is the investment thesis of Good Water Capital?

Good Water Capital is dedicated to consumer technology and consumer internet investing, primarily in Silicon Valley. They also consider opportunities in other parts of the world where consumer-centric markets are experiencing rapid growth.

Q: What is the investment thesis of Shinzo Capital?

Shinzo Capital believes that Africa will produce the most significant technology companies in the 21st century. They focus on investing in African startups and bringing their innovation to the global market.

Q: How do investors build networks and infrastructure for cross-border investing?

Investors can build networks locally, use data and insights, and be willing to travel and visit entrepreneurs in different countries. Building a global network and leveraging resources like data can create network effects and open up new investment opportunities.

Summary & Key Takeaways

• Panelists emphasize the significance of being global in today's economy and the need to invest in early-stage companies in close partnership with platforms like AngelList.

• Good Water Capital aims to become synonymous with expertise in consumer technology and consumer internet investing, focusing primarily on Silicon Valley but also considering opportunities outside the US.

• Shinzo Capital believes that Africa will produce the most significant technology company of the 21st century, with a focus on investing in African startups and bringing innovation from Africa to the global market.