Investment thesis
Capturing the Emerging Consumer Base
Recognizing the increasing purchasing power of the middle class, the growth of the dynamic young population, and the development of lower-tier cities in Vietnam, Do Ventures prioritizes investing in startups that cater to this evolving demographic.
Empowering SMEs in the Digital Economy
SMEs, as the cornerstone of the economy, play an increasingly significant role in Vietnam's GDP through their growing numbers and expanding scale. In response, Do Ventures strategically targets investment opportunities to empower SMEs to navigate and thrive in the digital age.
Accelerating Regional Expansion
Do Ventures actively identifies and pursues investment opportunities in startups with significant potential for regional expansion. By leveraging our deep industry knowledge and extensive network, we are dedicated to accelerating these startups' growth beyond Vietnam and advancing their business development across Southeast Asia.
Investment strategy
2 types of business models
MODEL 1
The FUND focuses on B2C platforms to build an effective ecosystem of services around young customers.
MODEL 2
The FUND further invests in global-scaled B2B platforms to create synergies for tier 1 portfolio companies and enable the latter to scale regionally.
The ecosystem around young customers
EduTech
HR Tech
PropTech
MedTech
Lifestyle Tech
FoodTech
Entertainment/
Gaming
E-commerce/
Social Commerce
FinTech
Mobility Tech
B2B: Global-scaled platforms
E-commerce Enabler
AI/ Recommendation Engine
Fintech Enabler
Ads Tech
Data Enabler/ Analytics
