Printed by REDHILL, Nov 2018

Southeast Asia Investment Landscape 2018

A joint initiative by the Malaysia Digital Economy Corporation (MDEC), DealStreetAsia, and REDHILL Communications, the 2018 Southeast Asia Investment Landscape report examines regional trends in private equity and venture capital (VC) investment, with an in-depth focus on the fast-emerging Malaysian market.

Based on a comprehensive analysis of both the PE-VC landscape and investment flows – as well as a broad range of interviews with more than 20 local and foreign VCs, PEs and start-ups – the report seeks to understand investor outlook and priorities in Malaysia and the greater Southeast Asian ecosystem

US $30

Contents

1 What makes SEA attractive?
2 Attractive sectors
2.1 Fintech
2.2 E-commerce
2.3 Transport
2.4 Other sectors
3 PE/VC investments in Southeast Asia - 2017
3.1 Singapore, Indonesia take lion’s share of PE/VC investments in SE Asia
3.2 Private Equity in Focus
3.3 Venture Capital in Focus 4 Key Takeaways
4.1 First mega IPOs have shown the way
4.2 Mega Rounds are the New Normal
4.3 Venture funds are getting bigger and newer entrants are joining the fray
4.4 As unicorns expand into newer services, consolidation is on the anvil
5 Top VC-backed Startups based in Southeast Asia
6 Growth Projections
7 Comments from PE/VC/startup stakeholders on the SEA ecosystem
7.1 Jeffrey Perlman, Managing Director, Head of Southeast Asia, Warburg Pincus
7.2 Jenny Lee, Managing Partner, GGV Capital
7.3 Thomas G. Tsao, Founding Partner, Gobi Partners
7.4 John Riady, Director, Lippo Group and Managing Partner, Venturra Capital
7.5 Finian Tan, Chairman, Vickers Venture Partners
7.6 Amit Anand, Co-Founder & Managing Partner, Jungle Ventures
7.7 Roderick Purwana, Managing Partner, Sinar Mas Digital Ventures
7.8 Michelle Suteja, Director, Central Capital Ventura
7.9 Albert Shyy, Principal, Burda Principal Investments
7.10 Nicko Widjaja, CEO, MDI Ventures
7.11 Paul Santos, Managing Partner, Wavemaker Partners
7.12 Nikhil Kapur, Principal, GREE Ventures
7.13 Paul Ark, Managing Director - Corporate Venture Capital, Digital Ventures
7.14 Eddie Thai, Partner, 500 Startups
7.15 Nicholas Bloy, Co-Managing Partner, Navis Capital
7.16 Alan Hellawell, Group Chief Strategy Officer, Sea Ltd
7.17 Ming Maa, President, Grab
7.18 Heang Chhor, Founder and Managing Partner, Qualgro
7.19 Trax co-founders, CEO Joel Bar-El & Chief Commercial Officer Dror Feldheim
8 Malaysia’s Investment Landscape
8.1 Victor Chua, Chairman, Malaysia Venture Capital Association and Founder, Vynn Capital
8.2 Razif Abdul Aziz, Acting CEO and Chief Operating Officer, Cradle Fund
8.3 Raja Hamzah Abidin, Managing Partner, RHL Ventures
8.4 Seng Teong Chua, Principal, Sun SEA Capital
8.5 Funding Secured by Malaysia-based Startups in 2017 & H1 2018