Cherubic Ventures March Newsletter / 心元資本三月動態

How was everyone’s March? We’ve got lots of exciting news from our portfolio companies to share with you this month. But before we jump into our updates, check out a couple articles from our partners: Matt Cheng’s perspectives on software bots, and Tina Cheng’s recent Silicon Dragon panel discussion on Taiwan’s startup ecosystem.

Last but not least, the launch of our new funds was recently covered by TechCrunch. You can read about it here.

哈囉,各位心元的夥伴!

大家的三月過得如何呢?這個月不管是我們投資的團隊或是基金都有非常多媒體上的曝光,因此,這是一封有點長,但資訊豐富的電子報。

在進入被投公司的最新發展之前,先向各位分享心元幾位合夥人這個月的產業觀察:

最後,心元三月中時宣佈了兩支共 1.2 億美元基金,繼續致力於成為下一個偉大公司的最早投資者,也謝謝各位夥伴一路以來的支持!

Now, back to our normal portfolio updates and fund news. / 接下來是最近一個月心元基金和所投資的公司的新聞和動態

New Investments:

  • Haozai (China): Haozai is a home decor/ furniture e-commerce platform. Users can browse a wide selection of home decor ideas from professional designers and buy the furnitures through the platform directly.
  • Cover (USA): Send Cover a photo of the items you want to insure and get the best price for your insurance.
  • Hello (USA): Hello is the creator of Sense, a smart sleep tracker that improves your sleeping quality by monitoring the surrounding environment.
  • Siftery (USA): Siftery is a database where companies list their software stacks. Siftery compares companies with similar stacks and make recommendations.
  • Althea (Korea): Althea is a beauty products e-commerce shop and targeting the Southeast Asian market.

心元資本新投資項目:

  • 好在(中國):好在提供原創、高品位與多樣化的家居搭配方案。由專業軟裝師設計,消費者通過平台可直觀地看到產品在場景中的樣子,結合需求選擇,即看即買。
  • Cover(美國):Cover 的用戶可以輕鬆透過拍照為自己的手機、車子等物品找到最適合的保險方案。
  • Hello(美國):Hello 推出的智慧睡眠追蹤器 Sense 能偵測週遭環境對使用者睡眠品質的影響,使用者只需要將裝置放於枕邊,就能輕鬆的透過行動應用程式獲得詳細的個人睡眠數據,提高睡眠品質。
  • Siftery(美國):Siftery 將各個公司內部使用的軟體 整理成清單,並依據類似產業推薦你適合的工作軟體。
  • Althea(韓國):在韓流的美妝熱潮中,跨境美妝電商 Althea 瞄準東南亞的消費市場,提供超過一千種的韓國品牌商品。

Portfolio Updates / 團隊公司最新發展

Waffles has acquired users from more than 150 schools around the world after 30 days since it was launched! Co-founder James said: “YouTube was born in 2005 since the Internet was open to the public in the 90s. Now, after 10 years of smartphone’s reign, we deserve a dedicated video sharing platform.”

Waffles 上線的 30 天內,已經擁有全球超過 150 間學校的用戶,成為新世代找尋已久的影音平台。共同創辦人 James 說:「網路從 1990 年代才向大眾開放,2005 年出現了 YouTube,智慧手機從第一支 iPhone(2007 年)算起,也是時候有自己的影音平台了。」

“They and their coaches will have tools that we never could have dreamed about 10 years ago.

The first smart bat was formally introduced to you by Zepp, in partnership with Old Hickory (a Top 5 supplier of bats to MLB players)!

這一代的孩子手中揮舞著球棒,還有手機。這些年輕球員和教練將擁有十年前我們夢寐以求的工具。

Zepp 和 MLB 職棒名牌廠商 Old Hickory 合作,推出第一支智慧球棒,協助教練和球員揮好揮滿。

Wish’s CEO Peter Szulczewski shared insights on merchants in China, and he has seen more and more non-discretionary items on its cross-border platform.

  • Consumer expectations in China are different, and thus educating Chinese merchants is important.
  • Types of products and merchants are critical, because people spend less on smartphone.
  • Partner up with local post service.
  • Taobao sees repeat business at 50 purchases per user per year. Wish is at 5.

跨境電商 Wish 的執行長分享中國的市場情況,並表示在 Wish 看見愈來愈多跨境銷售的消耗性商品。

  • 中國的客戶期待心理非常不同,因此教育市場極其重要。
  • 由於當地手機端多為小額消費,因此產品和商場的定位具有關鍵性的影響。
  • 務必和當地的夥伴合作。
  • 淘寶的客戶一年平均回頭消費次數為五十次,Wish 則為五次。

Futuristic Bluesmart’s promo video shows what innovation they brings to the travel industry. Watch video. And the team won the Best Booth Award on Travel Goods Show in Vegas!

Bluesmart 釋出濃濃未來感的智能行李箱宣傳影片,並於拉斯維加斯的旅行用品展上,獲得最佳攤位獎

In support of the mission to create a digital art experience for every home, Electric Objects announces the Electric Objects Art Club Fund, committing $100,000 to commissioning the most forward-thinking collections of digital art on the planet.

Electric Objects 致力於將數位藝術普及至每一個人的家中,除了推出 EO1 電腦畫框,更宣佈成立十萬美元的基金,鼓勵更多數位藝術家投入前衛創作

Can you imagine a future without phone numbers?

Charge announced its data-only plan points to a future where we won’t have to pay for cellphone services we no longer use,

你可以想像沒有手機號碼的未來嗎?

Charge 宣佈了最新動向,看見電信方案中被閒置的流量,推出「流量」手機 sim 卡,讓使用者省下電信方案中的額外花費,專注於經常使用的重要功能

The one-stop smart merchandise shop, PowerCore, completed 2M USD seed round funding. The team helps gaming and content company produce various merchandise and create smart toys to interact with the games. As one of PowerCore’s early investors, Matt Cheng shared his belief that “content is king” can be adapted to every industry, and PowerCore is helping game companies to expand and further monetize their content creatively.

PowerCore 宣佈完成種子輪兩百萬美元融資,同時開幕線上智慧商品市集。作為 PowerCore 的早期投資者之一,心元資本創辦人鄭博仁表示,「內容為王」適用於任何產業,而 PowerCore 正協助遊戲公司創造獨特的內容以及打造自有 IP,歡迎有連結實體與虛擬體驗需求的各方夥伴一起來合作!

Pinkoi announces overseas growth plan in 2016 and has joined force with Japanese design e-commerce iichi to further grow the Japanese market. And here is a very interesting story showing their user-friendly technology allowing designers upload items with knees (literally).

Pinkoi 深度落地日本市場,和日本設計電商 iichi 共同協助當地設計師迎戰全球市場。技術長接受有物報告專訪,暢談 Pinkoi 直覺、美麗網站背後的深厚技術

「有次我跟一位設計師開玩笑,說我們的上架系統可以讓你用膝蓋上架。設計師覺得我們在講屁話,我們就拿電腦給他試,還真的可以。」

The smart video doorbell Ring announced a series C round of financing of $61.2 million USD, from prominent investors KPCB and Sir Richard Branson. Check out the article and see what makes it outstanding in the IoT space.

智慧門鈴 Ring 獲得六千一百萬美元 C 輪投資,投資者包括 KPCB 與維京集團創辦人 Richard Branson。在物聯網的戰爭中,Ring 的「實用性」讓它受到消費者與投資者的喜愛!

The children shoe brand PLAE has launched a collaborative project, Art of Plae, and artist Oliver Black is the first one in residence. They’ve filmed a very beautiful video which exactly shows what Design Thinking is.

“I remember what it was like as a kid sitting in the backseat, when your feet don’t even touch the ground. The only thing you have to stare at is your feet, so [I thought it would be fun to] have something to entertain them.”

童鞋品牌 PLAE 推出藝術家聯名計劃,宣佈 Oliver Black 為其第一位合作藝術家,在美麗的影片中,觀察 Oliver Black 如何實踐「設計思考」,看見兒童眼裡的世界然後量身打造鞋身彩繪

CBC News tours Hyperloop Technologies’ lab, offering an inside look at what it takes to build the high speed transportation system.

新聞媒體 CBC 實地走訪 Hyperloop Technologies,一探高速鐵路的建造情形。

XING Mobility has built the first electric race car in Taiwan. The team is formed mostly by local talents and 90% of the parts are manufactured in Taiwan.

Prestigious Business Today Magazine covered the amazing journey of XING Mobility, which represents an incredible collaboration between traditional industry experts and tech startups.

今週刊專訪報導 XING Mobility 落腳台灣的故事,挖掘深厚技術的傳統產業和科技公司的協力創新。XING Mobility 打造首輛電動賽車,其中高達九成的零件來自台灣,成員也皆為在地工程人才。

“For those who still believe in fairy tales.”

Ali-the-Fox just turned 10-year old! Its creator, Hans, announced that a movie of Ali will be air in 2017!

「獻給依然相信童話的人。」

阿狸邁入了十週年,溫暖的形象讓其成為華人市場成功的自有 IP,創作者徐瀚並宣佈籌備五年的電影將於 2017 年上映

Jindanlicai’s CEO shared his perspective on China’s real-estate P2P lending space.

金蛋理財 CEO 鄧巍分析了 P2P 頭期款借貸的風險,以及其合作夥伴 — — 房戶網如何結合網路科技與「房屋抵押」,提供安全可控的資產

Jessica’s Secret has formed strategic alliance with Thailand’s duty free shop King Power and provides services like price search engine and purchase in advance.

傑西卡的秘密泰國免稅店 King Power 展開合作,除了提供 Kingpower 免稅店更全面的商品售價查詢之外,未來還將共創購物預訂等服務。

Andy OS is featured by Inc. Magazine as one of the Israeli startups making waves in the Bay Area!

Inc. Magazine 介紹了四間在灣區表現優異的以色列新創Andy OS 名列其中之一!

The home decor/ furniture ecommerce platform, Haozai, raised tens of millions RMB in angel round led by Cherubic Ventures!

Key takeaways:

  • Lack of designers in traditional channels.
  • China’s furniture shopping market size is 4 trillion RMB.
  • The challenge of burn rate of e-commerce business: Haozai will focus on “content” to increase users’ retention rate.

家居電商好在獲得由心元領投的千萬級天使融資!好在讓設計師與客戶即時在線上溝通,實現即看即買。

好在的重點策略:

  • 傳統通路缺乏專業設計師
  • 四萬億的家具市場
  • 電商的燒錢挑戰:針對供需問題、家具的 低重複購買率,創辦人趙劍英決定讓「內容」先行,增強用戶黏著度。

Teenker’s founder shared his view on the structure transformation of Sharing Economy in China.

“Sharing economy in the U.S is for people to share spare items, while in China, a country with 1.5 billion people but few resources, it is more about job opportunities rather than sharing.

共享平台廳客的創辦人 — — 林超分析共享經濟在中國與美國不同的社會結構。

「中國式共享經濟不是共享『物品』,而是解決就業問題。」

心元投資的共享平台廳客,其創辦人林超表示,美國人均共有的物品數量遠高於其他國家,因此透過共享經濟出租閒置的汽車、房子。但中國是一人口密集、資源稀缺的國家,共想經濟到了中國,便圍繞在就業問題,提供駕駛、餐飲等服務。

Parlio becomes the first acquisition of Quora!

The world needs a place to embrace disagreement, and we are excited to see more in-depth discussion on the platform!

知識社群 Parlio 成為 Quora 的首個收購公司

Parlio 網站上聚集了意見領袖與獨立思考的讀者們,針對多元面向的議題共同討論。Parlio 鼓勵不同的意見、理性的溝通、互相聆聽彼此,並且大力宣揚:「改變意見是再正常不過的事」


We hope you find above information useful. Please do not hesitate to contact us if you are interested in any one of our portfolio companies!

以上就是三月份的新消息,如果各位讀者夥伴希望與任何一間公司談論合作,千萬不要猶豫,手刀奔來聯繫我們吧!