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DFJ VinaCapital : Venture Funding In Vietnam DDART – Diagnosis, Decisions, Analysis, Reality Test PowerPoint PPT Presentation


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DFJ VinaCapital : Venture Funding In Vietnam DDART – Diagnosis, Decisions, Analysis, Reality Test. Stanford Sunspot Team Aditya Mittal Meng Kiat Chua Yuxin ChuaYe He. Diagnosis – Problems and Opportunities. Issues : Brand building and Brand name recognition Funds raised – Clarify goals!

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DFJ VinaCapital : Venture Funding In Vietnam DDART – Diagnosis, Decisions, Analysis, Reality Test

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DFJ VinaCapital: Venture Funding In VietnamDDART – Diagnosis, Decisions, Analysis, Reality Test

Stanford Sunspot Team

Aditya MittalMengKiat ChuaYuxin ChuaYe He


Diagnosis – Problems and Opportunities

Issues:

  • Brand building and Brand name recognition

  • Funds raised – Clarify goals!

    • Positioning (Early or multi-stage? Vietnam or SE Asia?)

    • Actions (Need more funds?)

  • Navigating the murky waters of Vietnam

    Opportunity:

  • Early movers! Great scope!


Decisions VinaCapital made

  • Focus on early to expansion stage companies

  • Invest into Pre-IPO companies going private

  • Raise more funds from GP and LP to create $50M fund

  • Partnering with DFJ allows better branding

  • Special interest in Internet, Mobile and telecom penetration


Our Decisions for DFJ VinaCapital

  • Keep all of early to expansion stage companies, but stick with proven technology

  • Invest into Pre-IPO companies going private, increase interaction with government

  • Raise more funds from GP and LP to create more than $50M fund

  • Stick to Vietnam and don’t try to expand to SE Asia

Focus! Stay Targeted!


Analysis – Vietnam

High Growth

But … Small Market

Despite rapid growth, the total size is still relatively small compared to other countries

Increasing competition from outside – Increased Volatility

Internal corruption

$52.8B as compared to $12,455B in US

  • Fast growing economy – GDP growth rate third after China and India

  • Lot of privatization happening

  • Rapidly increasing foreign direct investment

    8.43% as compared to 3.3% in US


Analysis – Internet and Telecom in Vietnam

$300M TAM as compared to $1B in US for IT in 2007

But…Vietnamese govt. planned to inject $3.6B into the market to increase internet penetration from 15.8% to 34% by 2010.

Demographic: Most people under Age 35

Proven: E-commerce and other web technologies already proven in other nations


Analysis – Venture Capital in Vietnam/ASEAN


Analysis - Draper Fisher Jurvetson Offerings

  • Top notch brand from Silicon Valley

  • Better deal flow

  • Network competitive advantage

  • Network intelligence

  • Network local support, global reach


Analysis – VinaCapital Positioning

  • VinaCapital is the evangelist for Vietnam

  • Started in 2003 in Ho Chi Minh city

  • Needs partnerships for stability and branding

  • Helps DFJ in exploiting the Vietnam technology market

  • Has $250M in the Vietnam real estate market

  • Creating $50M fund for the technology market


Reality Test - implementation risks connected with your decisions.

  • Biggest Risks are:

    • Bad Legal System and high corruption

    • Lack of infrastructure to find right funding opportunities

  • Hedge risk by adopting only technologies proven in the China and US markets

  • Hedge risk of increasing volatility in market by raising more money to get better market penetration and maintain focus in Vietnam and not SE Asia


Reality Test - implementation risks connected with your decisions.

  • Cultural Chasms – “Do you think I should do the dance here in Vietnam?” Tim asked his affiliate in Hanoi and Ho Chi Minh

    • The “Riskmaster” Don and Tim instantly hit it off

  • Economic – don’t see a downside to helping boost the economy

  • Ethical – don’t see any downside to honestly helping people build meaningful new companies


Thank you

Stanford Sunspot Team

Aditya MittalMengKiat ChuaYuxin ChuaYe He


STOP

BACKUP SLIDES BEYOND


Analysis

  • Analysis of company, customers, channels, competitors, economics, environmental factors and ethical issues


  • Diagnosis Where is this market in its life cycle? How attractive is the market opportunity?

  • • Decisions What is your marketing (or business) plan?

  • • Analysis Why is your plan the best way to go?

  • • Reality Test What are the risks of your plan, and how can we manage those risks?


  • marketing leadership in cross functional teams;

  • economic analysis to assess the value of marketing activities; and

  • ethical responsibilities to customers, investors, and the community,


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