Workflow
财务顾问(FA)
icon
Search documents
非典型FA的生存法则
Sou Hu Cai Jing· 2025-07-17 04:40
Group 1 - The core strategy of Wan Chuang Investment Bank shifted to focus on the burgeoning new energy vehicle sector in 2017, which initially led to promising results with multiple projects nearing completion in 2018 [2] - However, the company faced significant challenges due to policy changes and safety incidents in the domestic new energy sector, resulting in a cash flow crisis and the need for layoffs [2][3] - After a period of struggle, the new energy sector began to recover, and Wan Chuang expanded its focus to include new materials, semiconductors, and high-end equipment, becoming a top player in the industry [2] Group 2 - In 2023, Wan Chuang intervened in the financing of a semiconductor company facing difficulties, emphasizing the importance of rebuilding the founder's confidence over merely securing funding [4][5] - The team at Wan Chuang worked closely with the founder to clarify the company's true value and competitive advantages, ultimately leading to a successful financing round [5] - Similarly, Wan Chuang assisted a new materials company that had lost trust in the financing process due to previous setbacks, successfully resolving internal conflicts and facilitating a new round of funding [6][7] Group 3 - Wan Chuang's approach includes a unique telephone recommendation model, which allows for efficient communication with investors, contrasting with the traditional "scatter BP" method [12][13] - The firm places high importance on understanding and addressing the emotional and trust issues that can arise during financing, often acting as mediators between companies and investors [16][18] - The company aims to increase the penetration rate of financial advisory services in the market, recognizing the potential for growth in the industry [18]