Investment thesis
Leveraging Vietnam’s favorable demographics, Do Ventures would strategically invest in companies that satisfy the following criteria:
Unlocking Growth in Emerging Markets
We invest in companies built for Vietnam's next wave of growth, where rising consumer power, urbanization, and shifting lifestyles are creating new markets and redefining existing ones.
Empowering SMEs in the Digital Economy
SMEs are the backbone of Vietnam's economy. We invest in companies helping them navigate digital transformation, scale efficiently, and compete in a fast-changing landscape.
Advancing Sustainability & Diversity
We prioritize founders and teams tackling environmental challenges and driving inclusive growth, because the best companies are built responsibly, and for everyone.
Investment Strategy
The strategy of Do Ventures Fund II hinges on the fact that Vietnam's next decade of growth is driven by two structural forces: rising domestic consumption and the country's emergence as a global manufacturing hub. Accordingly, Do Ventures Fund II focuses on opportunities in Consumer Technology and Manufacturing Technology that are undergirded by Climate Technology or AI. Do Ventures believes the most successful companies of the next generation will capture economic growth through innovative technology and capabilities that will bring about greater productivity, resource efficiency, and sustainability.
MODEL 1
The FUND focuses on B2C platforms to build an effective ecosystem of services around young customers.
The ecosystem around young customers
Gaming
Social Commerce
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.
B2B: Global-scaled platforms
E-commerce Enabler
AI/ Recommendation Engine
Fintech Enabler
Ads Tech
Data Enabler/ Analytics
Enterprise Solution
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