General overview of Sapien Ventures: a fintech / online marketplaces / blockchain focused venture capital firm with presence across Silicon Valley, Sydney, Melbourne and Shanghai.
慧衍创投机构简介:一个注重于金融科技、互联网市场平台、区块链科技的创投基金公司,在硅谷、悉尼、墨尔本、上海分别有办公室。
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Sapien Ventures Overview | 慧衍创投简介 | Dec 2018
1. 总部位于悉尼的,与中国市场有密切联系
的SIV合规科技风投公司
Sydney-based SIV compliant VC fund manager
with deep connections to the China market
慧衍创投
HQ: Level 26, 1 Bligh St, Sydney NSW 2000, Australia
Tel: +61 1800 766 054 | Email: hello@sapienventures.vc
Web: www.sapienventures.vc
Sydney | Silicon Valley | Melbourne | Shanghai | Hong Kong
悉尼|硅谷|墨尔本|上海 | 香港
Dec 2018
2. Sapien Ventures is a venture capital firm focused on
fintech, online marketplaces and blockchain-related
ventures. The firm has offices across Silicon Valley,
Sydney, Melbourne & Shanghai. The investment team
includes seasoned technology investors with decades
of experience, Australian financial services top
executives, and accomplished entrepreneurs from
Greater China. Many has led billions of dollars of exits
and/or capital raisings in the past.
Sapien Ventures and founding Chairman Victor Jiang has
been frequently featured in the mainstream media,
including in the Wall Street Journal, Australian Financial
Review, Sydney Morning Herald, The Australian, Sky
Business News, Asia One-TV, etc.
About Sapien
Ventures
关于慧衍创投
投资管理
Investment
Management
融资服务
Financing
Services
资产管理
Asset
Management
慧衍创投是一家创投基金公司,专注于金融科技、在线市场
平台及区块链相关的项目投资。公司在硅谷、悉尼、墨尔本
和上海均设有团队及办事处。投资团队包括经验丰富的硅谷
科技投资者,澳洲的金融行业金顶人物,及大中华地区的资
深企业家。其中一部分团队成员拥有数十年的投资经验,并
曾主导过总额数十亿美元的项目投资,并从全球资本市场筹
集过数百亿美元资金。
慧衍创投及创始人Victor蒋经常出现在澳大利亚主流媒体
上,包括《华尔街日报》、《澳洲金融时报》、《悉尼晨
锋报》、Sky 商业台、亚洲第一卫视,等等。
3. Victor Jiang is the founding Chairman of Sapien
Ventures. He has worked across both ends of
the corporate spectrum, having advised 35 of
the Fortune 50 as well as countless startups. He
currently sits on the Board of 10 technology
company across USA, Australia and China,
including 4 of them as Chairman.
Sapien Ventures has invested in some of
Australia’s most prominent technology start-up
companies and is now onto its 5th Fund within
three years of establishment.
Victor is a serial entrepreneur, having started his
first company at age 23, then worked and lived
across 12 countries, in a variety of roles and
industries. In 2007 he was acquired into IBM as
part of an acquisition and ended up heading
the Enterprise Data Management BU in IBM
London. Founding another company in Australia
in 2012, he took the venture to Silicon Valley
and met his current business partners in Sapien
Ventures, leading to its founding in 2015.
蒋阳是慧衍创投的创始人兼董事长。
他在不同规模的企业都工作过,包世
界50强,以及多数初创公司。他在跨
美国、澳洲和中国的十家科技公司任
董事,其中四家为董事长。
团队创始人
蒋阳是一个系列创始者,在23岁时就
创立了第一家公司,之后在12个不同
国家的不同行业里担任过各种职位。
2007年还在欧洲时,他所在的软件公
司被IBM收购,从而成为IBM伦敦的信
息管理部门业务高管。
2012年他在澳洲再次创业,并把公司
从澳洲搬到硅谷,在那里遇到了他现
在的合作伙伴,在2015年共同创立了
慧衍创投。
慧衍创投投资了澳洲几家最知名的科
技初创公司,并在成立三年内已开展
到第五支基金。
4. Our Team
我们的团队
Victor Jiang
Executive Chairman
Serial entrepreneur and former IT
corporate executive
Worked and lived across 12 countries
Board members in 10 tech companies
• Deep Silicon Valley
technology investing
knowhow, combined with
Australian industry
knowledge and Chinese
market channels
• Most Venture Partners and
EIR advisors are serial
entrepreneurs, professional
investors, and/or financial
institution executives
• 硅谷创投专家,结合澳洲
金融行业领袖,及大中华
市场渠道和经验
• 绝大部分合伙人或顾问都
是连续创业者,或经验丰
富的投资专家,或金融科
技界的行业领袖
Sein-Way Tan
Venture Partner
Chairman and CEO of Green World City,
a global organization dedicated to
helping build more sustainable projects
and cities worldwide
Jim Fitzsimons
Venture Partner; seasoned IP and
Corporate lawyer (22 year Partner at CU)
Advised patent work for Ric Richardson
(who won a A$500m patent suit against
Microsoft)
Bernard Slede
Venture Partner
Founding MD of HP corporate VC arm
Venture Advisory to the Canadian and
Belgian Governments
Serial entrepreneur
Henry Li
Venture Partner; 10 years experience in
investing in financial markets and
alternative investments
Global tech hedge fund manager,
achieve ROI > 250% in FY 2017
Robert Blair
Venture Partner; 25+ year Silicon Valley
investor
Founding CMO of LSI Group (largest
tech IPO until Microsoft) the its
European CEO
John Worton
Venture Partner
Serial entrepreneur and startup mentor
Led the international IPO of multiple
tech companies, including OzEmail
Ken Cao
Venture Partner
Executive President of Australia
ZhongGuanCun VC&PE Investment
Association
Executive Director of Austra Capital
Mike Loftus
Venture Partner; serial entrepreneur
and angel investor
Venture Partner at F50 Fund (fastest-
growing SV VC fund in 2013-2014)
Exited 7 startups over 15 years
Helen Lorigan
Venture Partner
20+ year wealth industry executive
Ex CEO of Elders Financial planning
ex Head of Channel Marketing &
Wealth strategy at ANZ
Nagib Kassis
EIR Advisor
GM and Head of Strategy &
Transformation at Allianz Australia
Serial entrepreneur – founder & CEO
of Gelpro Australia
Michael Go
EIR Advisor
Head of Thomson Reuter APAC FX Markets
Ex Global COO of NAB Capital
Ex Global COO at ABN Amro
Steve Austin
Venture Partner
Serial entrepreneur & Head Coach at
Founders Space (rated by Forbes as #1
International Incubator in 2015)
Global keynote speaker on tech
marketing & growth-hacking
Grantly Mailes
Entrepreneur in Residence
Co-Founder and Executive Director of
Civic Ledger
Ex CIO for the South Australian and
Victorian State Government
Katrina Donaghy
EIR Advisor
Co-Found and Co-CEO of Civic Ledger
Founded “Women in Blockchain”, the
largest Meetup of its kind in Australia
Winner of Fintech Australia’s 2018
“Emerging Fintech Company of the Year”
5. 慧衍创投在新南威尔士(NSW)州议会
大厅举办的项目展示会
由新南威尔士州财政部长Victor
Dominello 主持开幕。
Sapien Fintech Showcase
July 2017, NSW
Hosted at NSW Parliament House
Opened by NSW Finance Minister,
Victor Dominello
—
Finsia Roadshow on
“Future of Finance”
Oct-Nov 2016, A/NZ
Across 6 capital cities in A/NZ
Over 700 members of Finsia
(financial industry association) in
attendance; mostly with standing
room only
Right: Inaugural
Australian
Blockchain
Summit, July 2016
Co-hosted the event
along with an
International
pitching competition
共同承办了澳洲首届
区块链峰会,并组织
了跨国项目路演大赛
环澳纽6大都市巡回演讲
超过700位金融行业协会人士参与,每
场基本座无虚席
Left: On CCTV as part of “Australia
Week in China 2016” Delegation
Featured on
CCTV as part of
the 2016
finance services
industry
delegation led
by Australian
PM Malcolm
Turnbull
作为《澳洲中国
周2016》的金融
行业代表,被中
央电视台选择性
录播
Industry and Media Exposure 业界及媒体曝光
7. 澳洲:
全球第4大储蓄库:US$1.94万亿美元
全球第7大证劵交易所
全球第12大经济体系,同时最小人口国家之一
4大银行全部是全球20大银行
唯一过去1/4世纪保持经济持续发展的发达国家
拥有成熟金融市场、完善的监管系统
Australia: World’s 2nd largest
recipient of Chinese FDI*, with
+A$90bn received since 2007.
$15.6bn AUD received in 2016
alone, with growth rate of
11.7%p.a.
澳大利亚:全球第二大中国对
外投资接收国, 自2007年以来
接收超过900亿澳元。光2016年
就已接收$156亿澳元,并按年
11.7%的速度增长.
4th largest wealth pool in the world, at US$2 trillion.
7th largest stock exchange in the world.
12th largest economy, with one of the smallest populations.
Each of local Big 4 banks are Top 20 largest banks in the world.
The only developed country with over quarter century of of
continuous economic growth.
A mature financial market with highly-educated work force and
highly-respected regulatory environment. China: Australia’s largest trade partner, source of tourists,
overseas students and investor migrants.
Australia: now after Brexit and US-China trade war, the best
Western investment destination for Chinese capital
中国: 澳洲最大的贸易伙伴及游客、留学生和投资移民的最大来源国
澳洲:中国资本自英国脱欧及中美贸易战之后最佳的西方投资标地
China – Australia
中国 – 澳洲
宏观趋势 澳洲市场及经济实力
Macro Trends Market Environment
8. Global Trend
全球大趋势
The number of years of tech giants’ revenue from zero to a billion dollars is
rapidly decreasing
科技界巨头们从零到十亿美元业绩的年数正在急速减短
Trend One:
• The commercialisation of
technology is accelerating
Trend Two:
• Tech stars continue to create
record market capitalisaion
趋势一:
• 科技行业商业化效益正越来
越加速
趋势二:
• 科技新星们持续创纪录的的
市值增长
Global venture capital investments in tech start-ups keep rising
全球对科技初创公司的风险投资持续白热化
Internet 1.0 Internet 2.0
10. Why Invest in
Australian Tech
Startups?
为什么投资澳洲
初创科技企业
• Strong research capabilities:
invented many world-first
products like black box, WIFI, etc.
Compared to the world’s first and
second largest markets, Australia still
has many successful cases of
“unicorns” with world influence and
global presence
对比世界第一、第二大市场,澳洲
仍有许多有世界影响力的、全球性
市场的“独角兽”(十亿级美元以
上)的成功案例
科研实力雄厚,发明黑匣子,
WiFi等有世界影响力的产品
公司市值比硅谷或中国要平均“便宜”的多
澳元近期最低水平,境外投资良机!
• Low valuation compared its Silicon
Valley or Chinese counterparties
• Australian Dollars at recent lows, perfect timing for investment
12. Our Investment Focus:
• Deal flow from Silicon Valley, Australia and Greater China
跨美国硅谷、澳洲及中国的项目流
• Over 10 portfolio companies and two of them are planning
for IPO
10多家已投项目,其中两个正计划在1年内澳洲上市
• Extensive enterprise network (e.g. big four) 资深企业级渠
道关系 (澳洲四大银行及最大保险行、最大投资银行)
我们专注的投资领域:
• Fintech and Blockchain
金融科技和区块链
• Online Marketplaces
互联网市场平台
• Enterprise SaaS Software
企业级SaaS软件
Our Unique Channel and Deal-Flow
我们独有的渠道及项目流
Our Investment
Strategy
慧衍投资策略
21. World’s largest angel and private investor
network, with presence across 54 chapters,
26 countries, invested in over 1,100
companies
世界上最大的天使投资者网络之一,在
全球26个国家设有64个分会,迄今为止
投资超过了1100家初创企业
US-AU online consulting platform and a network of over 300
firms with 2,600 C-suite consulting experts
横跨澳洲和美国的在线咨询平台,拥有来自超过300家公司,
2600名高管级别的咨询专家
China-based online technology consulting platform, with a
network of over 600 university academics and over 2,000
consulting experts
位于中国的在线科技咨询平台,拥有超过600名大学学者
和2000多位咨询专家
Australia’s largest secondary share
trading and investment facilitation
online platform, with an investor
database of over 40,000
澳洲最大的非上市公司股权投资
和交易的平台之一,拥有超过由4
万名合格投资人组成的投资网络
Platform Resources 平台资源
Partners 合作伙伴
Our Resources
& Partners
平台资源及合作
伙伴
22. When Invested
投资年份
Entry Value
进入市值
Current Value
现市值
ROI
回报率
May 2016 $4.5 million $30 million 6.6x
Aug 2016 $82 million $250 million 3x
Returns from our earliest investments
最早所投项目之回报
Other Portfolio Companies 其他现持项目
Our Portfolio
Investments
部分已投项目
23. Case Study 1
投资案例一
Sapien’s First Investment
慧衍第一笔投资
Averaged investor return
within first 12 months:
462% - 1169%
前12个月投资者平均回报:
462% - 1169%
(收益免税)
Time 时间
Share Price
股价
May 2016 $3.77
Oct 2016 $1.67
Oct 2017 $21.20
24. Averaged investor return
within first 12 months: 150%
前12个月投资者平均回报:
150% (收益免税)
Time 时间
Share Price
股价
Aug 2016 $303
Dec 2017 $758
Case Study 2
投资案例二
Sapien’s Second Investment
慧衍第二笔投资
25. 慧衍创投
Victor Jiang 蒋阳
Founder & MD 创始人兼管理董事
victor@sapienventures.vc
www.sapienventures.vc
Sydney | Silicon Valley | Melbourne | Shanghai | Hong Kong
悉尼|硅谷|墨尔本|上海 | 香港