Independent China insight when the investment decision matters

How I work with investors

On the substance, not the sell

I work the way deal and portfolio teams work — on the substance, quickly, and without selling products or implementation. I'm not an operating-partner placement business; I'm brought in for China judgment, backed by 20+ years of operating and investment experience.

A focus

Due diligence for the smaller, earlier bet

Most due-diligence work is built for the scaled deal — audited financials, a populated data room, a full management team. Founder-run companies, startups and small and medium businesses (SMBs) rarely have any of that. The questions are the same — is the business real, is the market real, is the founder credible, can it be owned and grown — but the evidence has to be found differently.

I run commercial due diligence for investors backing these smaller, earlier-stage China targets: verifying the business on the ground, testing market and competitive claims directly, reading the cap table and related-party exposure, and forming a clear view of whether the opportunity — and the people — can be trusted before capital goes in.

What you receive

A defensible read, not a deck

Whether the engagement is a pre-deal assessment or ongoing portfolio support, the output is the same: a clear view of what is real, what matters, and the decision it implies — backed by someone who has carried operating and investment responsibility in China.