Senior Associate

• Jun 2023 - Present

Director

• May 2018 - Jul 2023

• Joined Yue Capital (the third person) as a start-up team member so far. As the leader of project executive team, enhanced the service capability of Yue Capital, built the SOP. As the project manager, led and participated in multiple rounds of financing of dozens of projects, with a cumulative financing amount of hundreds of millions of dollars. • Projects include: • Globalization: XTransfer (Invested by eWTP), Freshexpress (Invested by eWTP), Chic V (Invested by Tencent), ECCANG, Lazbao, etc. • Consumer and TMT: Zhuben (Invested by 5Y Capital and Genesis Capital), MA JI YONG (Invested by Sequoia Capital and Tencent), Qian Dao (Invested by Sequoia Capital and Gaorong Capital), Algebraist Coffee, etc. • Tech: Unitree Robotics (Invested by Sequoia Capital and Vertex Capital), Style 3D (Invested by Gaorong Capital, Vision Plus Capital and Lenovo Capital), the leading intelligent agricultural machinery company, etc. • Mainly work at but not limited to: industry research and source, pitch, project implementation, sales, deal structure design and negotiation, customer relationship maintenance. • Participated in daily management of team. Mainly work at: • Training, management and evaluation of junior level analysts • Analysis and adjustment of team organization structure. Show less

Associate

• Jul 2016 - May 2018

• Participated in the Series A investment of TIKI, an app in live video chat for strangers; the Series B investment of Xingyuan, an automobile media company. And participated in due diligence of the fresh food e-commerce company Miss Fresh. Gained wider experience of investment and industry analysis in the field of social media and retail. Mainly work at: • Industry scanning and project search • Industry analysis and competitive analysis • Company executives interview • Company business and financial data analysis to perfect the details of investment logic • Written the investment reports, summarized the conclusion of DD and research • Participated in the post-investment management. Mainly work at: • Collected the business and financial data regularly, monitored the change of company • Communicated with executives regularly, attended the meeting of Boards. • Covered the field of e-commerce, social media and others for customers. Conducted the daily work about project interview, case study, investment report, modification of TS and SPA, DD and so on. Show less

投融资顾问

• Jun 2015 - Jun 2016

• NO.5 member of the team, joined as a full-time staff. Focused areas include: - E-commerce: mainly on trading platform and investment opportunities under new traffic generation models, e.g. cyber communities, internet celebrities. - Online real estate: mainly on investment opportunities related to overseas real estate, housing leasing, real estate trading, commercial real estate, etc. • Conducted in-depth interviews with 100+ startups, involved in ~10 financing projects and served as project manager in 4 projects. • Daily responsibilities include reviewing and advising on strategy and operations, crafting business plan, processing data, building financial models, scheduling investor conferences and providing assistance upon signing TS and SPA. Show less

Part-time Assistant

• Apr 2015 - Jun 2015

• Conducted strategy consulting for a computer manufacturer. Collected and analyzed the information about the global mapping and operation of leading companies, gaining insight of OME, designing center and manufacture center. Find the solution in dynamic safety inventory, big data platform, and digital management and so on for client, outputting several reports with more than 10,000 words and building more than 20 slides. • Consulted strategy consulting for a life insurance company. Participate in the case study about bancassurance. Analyzed the development status, history, policy and future about bancassurance in Germany, Japan and North Korea. Collecting the information about the development status of main domestic life insurance companies such as CLIC, CPIC, NCLI and TLI, further analyze the SWOT about them. Assisted consultant to build slides, interview with professionals and client. Show less

Part-time Assistant

• Jan 2015 - Mar 2015

• Collected detailed information on current situation and policies of China’s aid to Africa, and conducted research on domestic agricultural production, distribution as well as overseas operating approach to sharpen the understanding of the industry • Studied cases of hundreds of companies and analyzed their respective research strength, economic capability and overseas experience; summarized recommendations in revenue streams, competitive advantages, value chain and public influences for the target company’s operation in Africa Show less

Intern Analyst

• Sep 2014 - Dec 2014

• Analyzed TMT industry, focusing on internet finance, decoration in O2O and wearable devices, offered data and analysis support for the team. • Conducted research on P2P loan, internet private investment and internet credit system. Completed several pitch books under the guidance of several analysts • Participated in financing project for a website about decoration in O2O: finished industry analysis, introduction and history of corporations as the part of due diligence report. Built the DCF financial model based on analysis of the corporation’s operational data and financial data. Much more skilled at Pivot Table and improved the analysis ability in industry and finance Show less

Part-Time Assistant

• Jun 2014 - Aug 2014

• Participated in consultant service about an internet company. Investigated the profit method, situations of advertising putting, click-through rate and cooperation about more than 200 TMT companies and APPs • Participated in consultant service for a foreign investors investing in China. Assisted in research about a dairy enterprise in Northeast China Region; investigated the pasture situation, raw milk production, and sales volume. Finished meeting memos with over 10,000 words • Participated in consultant service about an internet company. Investigated the profit method, situations of advertising putting, click-through rate and cooperation about more than 200 TMT companies and APPs • Participated in consultant service for a foreign investors investing in China. Assisted in research about a dairy enterprise in Northeast China Region; investigated the pasture situation, raw milk production, and sales volume. Finished meeting memos with over 10,000 words