About
Highly accomplished Corporate Development and Venture Capital executive with over three decades of experience driving growth, market entry, and strategic investments across global technology and emerging markets. Expert in AI, software tech due diligence, and private equity, consistently delivering significant value creation and operational optimization. Adept at leveraging deep cross-border expertise, particularly in Asia, to identify disruptive technologies and forge impactful partnerships for C-suite and portfolio companies.
Work
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Summary
Currently advises clients on the successful acquisition and growth of technology and tech-enabled companies, contributing practical knowledge for value creation and sales cycle optimization.
Highlights
Leads pre-acquisition assessments for technology companies, integrating practical knowledge to enhance valuation and prepare assets for robust sales cycles.
Applies a software-aided diligence approach to transform fragmented information into actionable insights, significantly improving decision-making for clients.
Develops and implements healthy value creation plans by streamlining the aggregation of extensive diligence data through proprietary software.
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Summary
Mentors best-of-breed mobile app and platform startups, enabling them to penetrate emerging markets and reach hundreds of millions of mobile-first users.
Highlights
Guided startups in achieving immediate market penetration into emerging mobile markets, leveraging strategic partnerships to reach hundreds of millions of mobile-first users.
Advised on competitive strategies that enabled best-in-breed mobile apps from mature markets to expand into new user bases, targeting the next 4 billion smartphone users.
Contributed to the growth of SOSV's Mobile-Only Accelerator, a program enabling global startups to scale and achieve significant user adoption.
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Summary
Mentors internet startups in a leading China-based accelerator, guiding them through cross-border expansion and leveraging a global network of mentors and investors.
Highlights
Provided rigorous guidance, training, and resources to internet startups, facilitating their successful entry into the Chinese market and global expansion.
Contributed to a program operated by SOSV with $300M AUM, supporting eight global accelerators and fostering a robust alumni network for ongoing startup success.
Advised on business models, capital operations, and value growth strategies, helping portfolio companies establish leading positions in their respective industries.
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Summary
Advises Yushan Ventures on strategic investment activities, including angel investing, startup scouting, and fund management across the Pan-Pacific-Rim.
Highlights
Provided strategic advisory for Pan-Pacific-Rim Angel Investing, identifying and nurturing high-potential startups for investment.
Led technology and startup scouting initiatives, sourcing promising ventures for both direct investment and corporate clients.
Contributed to strategic partnering and fund management activities, enhancing investment portfolio performance and market reach.
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Summary
Founded and led a strategic advisory firm for over three decades, specializing in customized supply-chain and market-entry solutions for corporations expanding into overseas markets.
Highlights
Provisioned customized Strategic Supply-Chain and Market-Entry solutions for corporations, facilitating expansion into diverse global markets including North America, Latin America, Asia, the Middle East, and Europe, with a strong emphasis on Asian Tiger Economies.
Directed comprehensive PRODUCT & PARTNER SOURCING initiatives, successfully driving Supply Chain Management (SCM) and Market-Entry Success for clients.
Provided expert MARKET-ENTRY CONSULTING, guiding corporations from soft landing to full market ingress and localization in complex international environments.
Managed INTELLECTUAL PROPERTY initiatives, successfully discovering infractions and rectifying issues to protect client assets and ensure compliance.
Delivered critical BUSINESS INTELLIGENCE, enabling clients to gain accurate market insights and informed decision-making for international ventures.
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Summary
Directed sales and business development efforts, leveraging expertise in Private and Growth Equity to disrupt technology due diligence processes.
Highlights
Developed and implemented a software-aided diligence approach, enabling advisors to focus on high-value expertise while automating data aggregation.
Established Intium's diligence process as a critical tool for informed decision-making and bootstrapping healthy value creation plans.
Leveraged deep expertise across diverse technology sectors and Private/Growth Equity to drive strategic partnerships and business expansion.
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Summary
Directed interim operations and supply chain management, driving key initiatives in ERP implementation, supplier qualification, and China+ strategy.
Highlights
Spearheaded ERP system implementation, streamlining operational processes and enhancing data visibility across the organization.
Qualified new suppliers and optimized existing vendor relationships, improving supply chain efficiency and cost-effectiveness.
Developed and executed a comprehensive China+ strategy, diversifying supply chains and mitigating geopolitical risks for future growth.
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Summary
Provided strategic and tactical advisory to software development and IT organizations, including private equity firms, to optimize software delivery and drive end-to-end value creation.
Highlights
Advised private equity companies and their portfolio firms on strategic vision creation, planning, and architecture to transform and optimize software delivery.
Delivered end-to-end value creation by leveraging expertise in management consulting and advisory services for software development organizations.
Collaborated with IT leaders globally to enhance software delivery processes, ensuring alignment with business objectives and maximizing investment returns.
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Summary
Contributed to investment strategies and portfolio management for a leading private-sector PE/VC firm with over RMB 2.6 billion under management, focusing on TMT, Financial Services, Resources, and Clean Technology.
Highlights
Supported the management of over RMB 2.6 billion in assets, contributing to investment decisions across TMT, Financial Services, Resources, and Clean Technology sectors.
Provided high-quality professional corporate financial services, including business model optimization, capital operations, and value growth strategies for portfolio companies.
Facilitated the growth of Chinese enterprises by helping them establish leading positions in their respective industries through strategic investment and advisory.
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Summary
Managed private equity investments for a firm overseeing over RMB 5 billion in China and Hong Kong, specializing in Real Estate, Traditional Industries, Retail, and Technology sectors.
Highlights
Drove Domestic and Overseas Business and Corporate Development for portfolio firms, expanding their market reach and operational capabilities.
Executed Overseas Partner Selection for Tangrong and its portfolio firms, strategically enhancing investment opportunities and market access.
Developed and implemented Domestic and International M&A Strategies for portfolio firms, contributing to significant growth and market consolidation.
Spearheaded deal sourcing initiatives, identifying and securing high-potential investment opportunities across diverse industry sectors.
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Summary
Provided strategic advisory and investment support, specifically focusing on Asian markets and partner development.
Highlights
Advised on critical matters pertaining to Asian market entry and expansion, facilitating strategic partnerships and business growth.
Leveraged deep regional insights to guide investment decisions and operational strategies within the Asian telecommunications landscape.
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Summary
Served as a Partner in a foreign-owned venture capital fund, acting as an angel investment vehicle for Mobile Internet, Consumer Internet, and SaaS companies in China.
Highlights
Managed angel investments in Mobile Internet, Consumer Internet, and SaaS sectors, identifying and funding early-stage companies in China.
Contributed to the strategic direction of iTech Holdings, a Shenzhen Municipal Government-approved foreign-owned VC fund.
Leveraged extensive network and market knowledge to source and evaluate high-potential investment opportunities in the Chinese tech landscape.
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Summary
Directed strategic sourcing initiatives for Taco Trading, leading to significant cost reductions and market entry expansions.
Highlights
Formulated and implemented strategic sourcing strategies, achieving over US$9 million in extended team cost savings by 2016.
Conducted comprehensive supplier audits, factory assessments, and quality assurance, ensuring high standards and optimizing partner selection.
Managed cost reduction initiatives, transfer pricing, and VAT rebates, significantly enhancing financial performance.
Led market-entry analysis for new regions (e.g., China versus Vietnam), facilitating strategic expansion and mitigating risks.
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Summary
Served as Venture Partner for a boutique firm specializing in early-stage mobile and internet investments in and into China, providing financing and advisory services.
Highlights
Initiated and supported promising early-stage mobile and internet ventures in China, providing critical financing and advisory services.
Facilitated unparalleled access to a tightly-knit network of mobile professionals and companies, accelerating startup growth and market penetration.
Contributed to the firm's competitive advantage by identifying and backing capable teams with innovative ideas in emerging mobile markets.
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Summary
Spearheaded initiatives within the International Group to promote Taiwan's high-tech products in global markets.
Highlights
Led key initiatives to promote Taiwan's high-tech products internationally, expanding market access and driving global adoption.
Developed and implemented strategies for international outreach, enhancing the visibility and competitiveness of Taiwanese technology abroad.
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Summary
Directed strategic initiatives for a technology development firm in Shenzhen, contributing to its growth and market positioning.
Highlights
Provided strategic direction and oversight for technology development projects, aligning them with market demands and business objectives.
Contributed to the growth and operational efficiency of the company within the competitive Shenzhen tech landscape.
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Summary
Served as a Non-executive Director for a video conferencing solutions vendor, providing governance and strategic oversight.
Highlights
Provided strategic guidance and governance as a Non-executive Director, contributing to the overall direction and performance of the company.
Leveraged industry expertise to advise the board on market trends and growth opportunities within the video conferencing solutions sector.
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Summary
Elected as a Standing Director, contributing to the strategic direction and initiatives of the Shenzhen Venture Capital Association.
Highlights
Elected to and served as a Standing Director, influencing key decisions and strategies for the Shenzhen Venture Capital Association.
Contributed to fostering the venture capital ecosystem in Shenzhen, a leading tech hub, through active participation and leadership.
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Summary
Provided senior consulting services for Atheeb Telecoms Consortium, focusing on product marketing, business analysis, and IT systems.
Highlights
Developed and executed product marketing strategies for Nomadic WiMAX and Fixed WiMAX, enhancing market positioning and adoption.
Formulated comprehensive business rules through in-depth analysis, streamlining operations and improving decision-making processes.
Managed vendor and Customer Premises Equipment (CPE) analysis and sourcing, optimizing procurement and supply chain efficiency.
Oversaw IT Systems change request processes, ensuring smooth implementation and alignment with business requirements.
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Summary
Directed initiatives for Kerrick Limited, including facilitating partnerships for a flight school and contributing to product definition.
Highlights
Facilitated key meetings between Wings of Eagles flight school and Chinese entities, successfully recruiting students to meet high demand for pilots in China.
Contributed significantly to product definition work, ensuring offerings aligned with market needs and strategic objectives.
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Summary
Advised Paradigm Venture Partners on capital market strategies and provided product strategic planning to high-tech portfolio firms.
Highlights
Advised on capital market strategies outside of Taiwan, optimizing investment approaches and market positioning for the firm.
Provided strategic planning consulting services for high-tech portfolio firms, enhancing product development and market competitiveness.
Contributed to the strategic growth and success of Paradigm's investment portfolio through expert advisory.
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Summary
Led business development for Ion Global, a chinadotcom subsidiary in Taiwan, encompassing product-service scoping, definition, and marketing.
Highlights
Spearheaded business development initiatives for Ion Global, successfully expanding its market presence and revenue streams in Taiwan.
Scoped and defined new product-services, ensuring market fit and competitive advantage for the subsidiary.
Developed and executed marketing strategies for new offerings, driving adoption and brand visibility in the local market.
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Summary
Managed Asian expansion for a leading broadband wireless operator, contributing to regulatory advocacy, business planning, financial modeling, and joint venture formation.
Highlights
Drove Asian expansion initiatives for a leading LMDS (broadband wireless) operator, significantly growing its regional footprint.
Contributed to the formation of a successful joint venture in Hong Kong with Hongkong Land, and sourced similar strategic opportunities in Singapore.
Led regulatory advocacy, business planning, and financial modeling efforts, ensuring compliance and robust financial performance.
Orchestrated partner selection and product marketing strategies, optimizing market entry and operational efficiency across the Asia Pacific region.
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Summary
Spearheaded market-entry efforts in Taiwan for Western telecommunications carriers and software solutions vendors.
Highlights
Led market-entry strategies for Western telecommunications carriers and software solutions vendors, successfully establishing their presence in Taiwan.
Navigated complex regulatory landscapes and market dynamics to ensure seamless entry and operational success for international clients.
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Summary
Managed the entire value chain for non-Taiwanese portfolio investments, from sourcing to post-investment monitoring and value addition.
Highlights
Oversaw the complete investment lifecycle for non-Taiwanese portfolios (across Asia and the US), ensuring strategic alignment and optimal returns.
Managed deal sourcing, screening, analysis, and structuring, identifying high-potential investment opportunities.
Implemented robust post-investment monitoring and value-add strategies, driving growth and maximizing portfolio company performance.
Languages
English
Chinese
Mandarin
Taiwanese
Spanish
Latin
Skills
Core Competencies
Corporate Development, Business Development, Supply Chain Management (SCM), Private Equity, Artificial Intelligence (AI), Technical Due Diligence, Venture Capital, Startup Consulting, Market Entry Strategy, Strategic Sourcing, Fund Management, M&A Strategy, Investment Analysis, Portfolio Management, Global Expansion, Cross-border Operations, Technology Scouting, Angel Investing, ERP Implementation, Supplier Qualification, Business Intelligence, Product Marketing, Business Analysis.
Languages
English, Chinese, Mandarin, Taiwanese, Spanish, Latin.