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我,42岁,在一级市场轮回
Hu Xiu· 2025-08-05 06:05
本文来自微信公众号:悟啦无,作者:悟啦无,原文标题:《我,42岁,前战投MD,在一级市场轮 回》,题图来自:AI生成 宝总有近十年的产业经验,包括研发、市场、创业经验。宝总还有近十年的投资经验,涉及VC、PE、 CVC。今年全职FA,从大甲方转变成了乙方,让我们来听听他的心路历程。 以下为宝总自述: 综合这些因素,这样的企业机会就很难碰到,我也不愿意随便找家企业来试错,就直接选择路径最简单 的FA,自己也比较熟悉,过往的资源也可以变现。 听说前一级投资人某省高考状元都去卖保险了,为什么不去尝试下? 我喜欢一级市场,喜欢和创始人交流技术,用自己的专业知识和行业资源助力他们创业,我会觉得自己 的价值得到实现。卖保险很赚钱,做直播也很赚钱,但都不适合我,也不适合大多数人。苏格拉底曾 说"未经省察的人生不值得活",没有目的的赚钱会让我抓狂。 我二十年前从北方某大学工科专业毕业,后加入一家准上市公司做了三年多,研发了两款医疗设备。当 时因为研发薪资低、项目周期长,就跳槽到上市公司做市场。我先后做了四年国内、三年海外市场,算 是小有积蓄。 在上市公司的日子过得很舒坦,有闲有钱之后,我就想做一番事业。说服家人之后,我就把工 ...
Nova | 光源资本郑烜乐:我有“有用性不足”恐惧症
投中网· 2025-06-10 04:03
Core Viewpoint - The article emphasizes the importance of creating value for enterprises and the evolution of the investment banking industry, particularly focusing on the experiences and strategies of Guangyuan Capital in navigating market changes and fostering innovation in the AI sector [1][3][28]. Group 1: Company Evolution and Strategy - Guangyuan Capital was founded in 2014, initially motivated by the limited number of firms in the FA sector, which presented an opportunity for growth [1][30]. - The company has successfully transitioned from traditional investment banking to include mergers and acquisitions (M&A) and incubation, reflecting a strategic adaptation to market demands [2][3][12]. - The establishment of the 3i Industrial Innovation Incubator and the L2F Guangyuan Innovation Frontier Incubation Fund highlights the company's commitment to supporting early-stage ventures, particularly in the AI domain [2][24]. Group 2: Mergers and Acquisitions - Guangyuan Capital began its M&A operations in 2018 and has since completed significant transactions, including the acquisition of Shanghai Huazhou by Kefu Medical and the purchase of Zhejiang Panxin by Fuchuang Precision [3][6]. - The firm has developed a unique capability to facilitate large-scale M&A transactions, which are increasingly necessary for companies seeking to expand and innovate [7][12]. - The company’s approach to M&A emphasizes the importance of aligning strategic goals with market opportunities, showcasing their analytical capabilities in identifying synergistic partnerships [6][10]. Group 3: Investment Philosophy and Market Insights - The investment philosophy of Guangyuan Capital is rooted in the belief that the right tools must match the vintage of the market, indicating a nuanced understanding of market cycles and investment timing [2][18]. - The firm has successfully navigated the challenges of the mobile internet and AI waves, demonstrating agility in adapting to technological advancements and market shifts [2][18]. - Guangyuan Capital's focus on creating value for clients is driven by a "usefulness" ethos, which prioritizes the needs of entrepreneurs and the broader industry [28][33]. Group 4: Future Directions and Challenges - The company recognizes the need for continuous evolution in its investment strategies, particularly as it ventures into the AI sector, which is seen as a transformative force in various industries [21][22]. - Guangyuan Capital aims to leverage its extensive network and resources to support startups and established companies alike, ensuring they remain competitive in a rapidly changing landscape [23][24]. - The firm acknowledges the inherent risks and complexities in the investment landscape, emphasizing the importance of strategic foresight and adaptability in achieving long-term success [11][18].