今天去从未谋面的鼎鼎大名的http://www.bloglines.com去看他们的网站,无意间进入bloglines.com的CEO -- Mark Fletcher 的 BLOG。有趣的是,Mark Fletcher的blog名字叫做:http://www.wingedpig.com/,翻译过来就是http://www.会飞的猪.com/,而且他自己Blog的图片居然是国内常见的那张喷着火长着翅膀的飞猪。实在可爱的很。

看着名字和图片我恍惚回到了中国,在国内叫这个响亮的名字简直就是多如牛毛,太俗了,想不到bloglines的CEO也会用这个名字。我差点以为他就是中国人了,但是看Mark Fletcher这个名字好像不是中国人,我在google里也没有搜索出证据出来证明他就是中国人,按照我们对google近似上帝般的信任,我是不是要下结论:他不是中国人?呵呵。


扯远了,回到正题。


关键是我从Mark Fletcher的网站上看到一堆风险投资的BLOG,这些Blog对我而言,没有什么用处,但是对于很多想得到风险投资的国内的创业者们,我想可能会有兴趣。呵呵。我给大家共享一下:




我随意进入一个beyongVC.com,居然正好看到一段跟中国的风险投资有关的blog,其中有一段对中国风险投资环境的看法,大家可以参考一下。

我的英文端不上台面,勉强看懂,不能给大家翻译了,大家自己看。

Venture capital in China

I recently caught up with my friend Derek Sulger, founder of Linktone (Nasdaq: LTON) and current founder and CFO of Smartpay, a Paypal-like play in China (I really like what Derek is doing with this one-no credit in China, use the mobile phones for debiting from bank accounts).  Derek and I are college friends and we certainly have come a long way from college when he finds my email on Google under a heading "Geeking out with Ed Sim" (thanks to Jeff Clavier for this one!) because his mobile device with all of his data on it is cracked on his flight from China.  That being said, we had a great chat on VC in China and opportunities he sees there.

First, from his perspective, he would rather pick one or two ventures at a time then spread out investments VC style.  If you think about it, there have only been around 7 or 8 internet-type companies that have gone public in China since the last bubble in the US (Linktone is one of those) when the Sina.coms were out in the market.  Given that, he would rather pick a couple sure bets and really work with them cradle to grave.  It is also tough to have any real governance and control of an investment by just sitting on a board in China, especially if you are monitoring a deal from thousands of miles away.  Secondly, he said it is tough to find good, experienced talent.  That is one of his gaiting factors in ramping up his ventures.  Finally, from an investment perspective, he would rather go consumer than enterprise.  His first business was a systems integration play which spawned Linktone and Smartpay.  He said it was difficult because the private companies you are selling to are really quasi-government agencies.  It is tough to get paid and very tough to protect your intellectual property.  At least on the consumer side, if you price your product or service appropriately, you can build a real PAYING user base and protect yourself from competitive threats with your base of subscribers.  Look at the history of China going from Boeing to the automakers like GM which did joint ventures with companies in China only to have their IP recreated and used against them.  I am sure GM could have protected themselves by charging less for their Buicks!

So there you have it from an experienced entrepreneur in China.  His thoughts make a ton of sense.


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