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GGV Capital 2015 Year in Review

A look back at the highlights of 2015 for GGV Capital

GGV Capital 2015 Year in Review

  1. 1. 1 2015Year in Review 年终回顾
  2. 2. 2 2015 was quite a year for GGV Capital and the entrepre- neurs we work with. Our portfolio companies collectively completed more than $15 billion of M&A activity (including Alibaba, Youku-Tudou, Qunar and Didi-Kuadi), raised more than $7.5 billion in 2015 to fund global growth, and completed one IPO (Square). Additionally, we estimate our current portfolio of 90 private companies generated more than $7 billion in annual revenue—not bad for a collection of the world’s best “startups.” We are proud to have announced investments in nineteen new companies in 2015, ranging from early stage startups to global players with tens of millions of users. These companies are innovating in all areas of the technology ecosystem, from mobile commerce to IOT to software and cloud computing. Despite representing a broad range of stages, sectors, and ge- ographies, these companies all share common characteristics: terrific management teams with long-term, global views and a determination to build the next great category-definining company. We closed out the year with our 15th Anniversary Summit in Beijing, an October gathering of more than two hundred indi- viduals from around the world including GGV Limited Partners, founders, CEOs, and friends of GGV. It was an extraordinary, three-day event, and we thank all who participated. We literally cannot do what we do without you, and we know it! Thank you for your support, and here’s to an even better 2016! 2015年对纪源资本和我们的创业者来说是非常重要的一年。我们的 投资组合公司在2015年共计完成超过150亿美元的并购交易(其中包括 阿里巴巴、优酷土豆、去哪儿和滴滴快的),共计融资超过75亿美元用 以加速它们在全球范围内的增长,并且有一家公司成功上市(Square) 。我们预计当前投资组合中的90家私有公司在2015年总销售额超过70 亿美元——这些全球 “创业公司”中的佼佼者们在2015年提交了一份令人 满意的答卷。 2015年,我们自豪地公布了对19家新公司的投资。我们的投资涵盖了从 早期创业公司到拥有几千万用户的世界级企业。这些公司在从移动商 务、物联网、软件到云端计算等科技生态系统的各个方面进行创新。虽 然这些公司处在不同的发展阶段、行业和地理区域,但它们身上都有一 个共同的特点:它们的管理团队拥有长远的眼光、全球化的视野和打造 下一个行业领军企业的雄心壮志。 2015年以我们在北京举行的纪源资本成立15周年庆典完美收官。超过两 百名来自世界各地的纪源资本有限合伙人、创业者、CEO和朋友们出席 了十月份举行的这次庆典活动。为期三天的庆典活动非常成功,我们向 参与这次庆典的朋友们表示衷心的感谢。我们深感本次活动的成功与您 的帮助和支持密不可分。 感谢您一直以来对我们的支持,祝愿2016年更加美好! THE MANAGING PARTNERS OF GGV CAPITAL 纪 源 资 本 管 理 合 伙 人
  3. 3. 3 “When Alibaba was founded, its first business was already inter- national, because we were helping small manufacturers in China find overseas buyers for their products. And now we are also doing the reverse, bringing new brands and products from overseas into China. It all drives back to our mission to make it easy to do business anywhere.” JOE TSAI, EXECUTIVE VICE CHAIRMAN, ALIBABA GROUP “阿里巴巴从成立之初就是一家国际化的 公司,阿里巴巴的第一项业务就是帮助 中国的小型制造企业寻找海外买家。现 在我们又拓展到了反向业务,将海外的 新品牌和产品引入中国市场。我们的事 业和我们的愿景紧密相连:让天下没有 难做的生意。” 蔡崇信,执行副主席,阿里巴巴集团
  4. 4. 4 纪源资本15周年庆典 G G V C A P I TA L 1 5 T H A N N I V E R S A R Y S U M M I T Beijing, China | October 27-29, 2015 中国 北京 | 2015年10月27-29日
  5. 5. 5 In October in Beijing, we hosted more than 200 of GGV’s limited partners, entrepreneurs and friends of the firm for our 15th Anniversary Summit. Over three days, speakers and attendees shared insights on the growth of mobile, IoT, software, ecommerce and other key technology trends across the world’s largest economies – the U.S. and China. 去年十月,我们邀请了200多位有限合伙人、创业者和纪源资本的朋友们在北京参加纪 源资本成立十五周年庆典与年会活动。在为期三天的活动中,演讲者与会议嘉宾分享了 他们对中国与美国两大经济体在移动科技、物联网、软件、电子商务和其他重要科技领 域的趋势与发展的看法。 Featuring 演讲嘉宾 Robin Chan, CEO, Operator Fei She 费舍, CEO, Diandian Yangche 典典养车 Fu Sheng 傅盛, CEO, Cheetah Mobile 猎豹移动 Guru Gowrappan, COO, Quixey Hu Huazhi 胡华智, CEO, Ehang 亿航 Token Hu 胡依林, Founder 创始人, Niu 牛电科技 Chieh Huang, CEO, Boxed Sam Lai 黎勇劲, CEO, IWJW 爱屋吉屋 Lei Jun 雷军, CEO, Xiaomi 小米 Liu De 刘德, Vice President 副总裁, Xiaomi 小米 Charlwin Mao 毛文超, CEO, Xiaohongshu 小红书 Shen Haoyu 沈皓瑜, CEO, JD Mall 京东商城 Su Jun 苏峻, CEO, Zhimi 智米 Peter Szulczewski, CEO, Wish Anthony Tan, CEO, GrabTaxi Tao Dong 陶冬, Chief Economist 首席经济学家, Credit Suisse Hong Kong 瑞信香港 Joe Tsai 蔡崇信, Executive Vice Chairman 执行副主席, Alibaba Group 阿里巴巴 Sonny Vu, CEO, Misfit Wang Gang 王刚, Angel Investor 天使投资人 Jerry Yang 杨致远, Co-founder 联合创始人, Yahoo! 雅虎 Louis Yang 阳陆育, CEO, musical.ly
  6. 6. 6 Mobile is disrupting both the PC and traditional offline industries. China has become the world’s largest auto market, and mobile technologies will play a key role in the industry’s future in China, explained Diandian Yangche CEO Fei She. Co-founder Token Hu shared how e- scooter startup Niu is ushering in a new era of high-quality, battery-powered urban transportation and appealing to China’s millennials who will shape the country’s future economy. Xiaomi CEO Lei Jun shared his view that with mobile “we are just getting started,” and the impact on third tier cities and rural populations will be far greater than experts anticipate. The cross-border opportunity is just beginning, according to execs from Operator, Cheetah Mobile and Quixey.
  7. 7. 7 杨致远与童士豪分享了 雅虎对阿里巴巴的传奇 性投资背后的故事。 小米CEO雷军坚信,我们正 在进入创业的黄金十年,这 十年将是属于移动互联网、 企业服务和农村用户的十 年。 王刚与大家分享了滴滴打车 天使投资背后的故事和作为 一名成功的天使投资人的投 资策略。 智米希望通过把一件件用心做的 产品放到年轻人的家里来影响他 们的消费认知,通过点点滴滴的 努力促进整个家电产业的升级。
  8. 8. 8 “We were early to see that shop- ping on a mobile device was really, really different from shopping on the web. Wish is providing both a new form of entertainment as well as a shopping mall – with 20 million items – in your pocket. And doing it on a global scale.” PETER SZULCZEWSKI, CEO & CO-FOUNDER, WISH “我们很早以前就发现在移动设备上购 物与在网络上购物是非常不同的购物体 验。Wish对用户来说既是一种新的娱乐 形式,也是全球用户口袋中可以购买两 千多万种商品的购物商场。” PETER SZULCZEWSKI, CEO、联合创始人, WISH
  9. 9. 9 Didi Taxi merged with Kuaidi to form the largest taxi-hailing company in China and raised $3 billion. 滴滴打车与快的合并、组成了中国最大的出租车呼叫公 司,并针对优步进行了30亿美元融资。 PORTFOLIO IN THE NEWS 纪源资本投资组合新闻
  10. 10. 10 GrabTaxi Grab Taxi raised a $350 million Series E round, which included Didi Kuaidi as an investor. GrabTaxi完成了3.5亿美元E轮融资,滴滴快的也参与了这 一轮的投资。 AlienVault The cyber-security company raised a $52 million round to tackle hybrid thread management. AlienVault融资5200万美元用于解决对复合威胁的管理。 Diandian Yangche 典典养车 The mobile automotive services company raised a $60 million Series C round and launched its insur- ance product. 移动端汽车服务公司典典养车完成了6000万美元C轮融资 并发布了其保险产品。 EHANG 亿航 The company closed a $42 million round and launched the world’s first passenger drone. 幽灵无人机生产公司亿航完成了4200万美元B轮融资并发布 了世界上第一架载人飞行器。 Percolate Percolate raised $40 million Series C round and was named to Fast Company’s Most Innovative Marketing Companies of 2015. Percolate完成了4000亿美元C轮融资,并被《Fast Com- pany》杂志列为2015年最具创新性的营销公司之一。 Domo With more than one thousand customers already, Domo raised a $200 million Series D round. Domo拥有超过1000家用户,并成功完成了2亿美元D轮融资 用于扩大销售。 Quixey Mobile search service Quixey raised $60 million in strategic funding led by Alibaba Group. 移动搜索服务商Quixey完成了由阿里巴巴领投的6000万美 元战略融资。 Curse League of Legends developer Riot Games invested in Curse to develop gaming communications. 英雄联盟开发公司Riot Games对Curse进行了投资以推动游 戏交流通讯的发展。 Misfit The maker of the world’s most elegant wearables, was acquired by Fossil. 世界上最优雅的可穿戴设备制造商Misfit被Fossil公司收 购。 Square Square (NYSE: SQ) went public in November on the New York Stock Exchange. Square (NYSE: SQ)在11月于纽交所上市。 Qunar 去哪儿 Qunar and C-trip, the leading online travel booking sites in China, agreed to merge, in a deal valuing Qunar at roughly $5 billion. 中国在线旅行预订的两家领军企业——去哪儿与携程同意 合并,在合并中去哪儿的估值约为50亿美金。 Youku Tudou 优酷土豆 Alibaba acquired leading Chinese online video site Youku Tudou for $4.8 billion. 阿里巴巴以48亿美元收购了中国在线视频领军网站优酷土 豆。
  11. 11. 11 “The experience of Red – Xiaohong- shu – is really the experience of the Chinese consumer going interna- tional. The growth of our platform is all about discovery, about social sharing, and about the increasingly broad exposure the next genera- tion of Chinese consumers has to products and services around the world.” CHARLWIN MAO, CEO & FOUNDER, XIAOHONGSHU “对中国消费者来说,在小红书平台上 消费的体验其实是在世界范围内消费的 体验。小红书平台的发展与用户发现商 品、社交分享和下一代消费者对全球商 品和服务的了解的增加密不可分。” 毛文超,CEO、创始人,小红书
  12. 12. 12 NEW INVESTMENTS ANNOUNCED IN 2015 2015年公布的新投资 1More Design (1more.com) is an award-winning designer of headphones and part of the Xiaomi ecosystem. GGV led the company’s Series B round of financing, and Hans Tung joined the company’s board of directors. 加一联创(1more.com)是小米生态系统中屡获嘉奖的耳机设计企业。 纪源资本领投了该公司的B轮融资,童士豪加入了其董事会。 51credit (u51.com) offers personal finance apps that allow users to track their credit cards, bank accounts and bills and receive customized offers. GGV led the company’s Series B round of financing, and Jenny Lee joined the company’s board of directors. 51信用卡(u51.com)向用户提供私人金融服务应用,帮助用户跟踪他 们的信用卡、银行账户、账单,并帮助用户享受个性化服务。纪源资 本主导了该公司的B轮融资,李宏玮加入其董事会。 Airbnb (airbnb.com) is an online community marketplace for people to list, discover, and book accommodations around the world. GGV Capital participated in the company’s $1.5 billion private placement round in August. Airbnb (airbnb.com) 是一家为人们提供发布、发现和预订世界范围 内的住宿信息的在线社区平台。纪源资本参与了其在八月进行的15 亿美元定向增发融资。 Agora (agora.io) develops technology for high-definition voice and video communication within mobile apps. GGV Capital participated in the company’s Series A and Series B rounds of financing. Agora (agora.io) 开发了用于移动应用的高清语音和视频通讯科技。 纪源资本参与了该公司的A轮与B轮融资。 Boxed (boxed.com) is a mobile commerce app for stream- lined ordering and delivery of bulk or wholesale goods. GGV led the company’s Series B round of financing, and Jeff Rich- ards joined the company’s board of directors. Boxed (boxed.com) 是一家移动电商应用,向用户提供流畅的下单 与大宗批发商品送货服务。纪源资本领投了该公司的B轮融资,Jeff Richards加入了该公司董事会。 GrubMarket (grubmarket.com) is an online farmers’ market, connecting local farms and food producers with consumers. GGV led the company’s seed round of financing, and Hans Tung joined the company’s board of directors. The company also raised a $10 million Series A round of financing. GrubMarket (grubmarket.com)是一家连接本地农场、食品制造商 与消费者的在线农产品直销平台。纪源资本主导了该公司的种子轮 融资,童士豪加入了该公司董事会。GrubMarket也完成了1000万美 元A轮融资。 IWJW (iwjw.com) is an online and mobile real estate listing and transaction platform in China. GGV Capital participated in the company’s Series C last year and led the $120 million Series D financing in Q2 2015. Jixun Foo has joined the company’s board of directors. The company also raised a Series E round this year. 爱屋吉屋 (iwjw.com)是中国的一家在线和移动端房产发布与交易平 台。纪源资本参与了该公司2014年的C轮融资并领投了该公司在2015 年第2季度的1.2亿美元D 轮融资。符绩勋加入了该公司董事会。爱屋 吉屋年内也完成了E轮融资。 Keep (gotokeep.com) is a mobile fitness community and platform for training, tracking and sharing. GGV Capital led the company’s Series B round of financing, and Jenny Lee joined the company’s board of directors. 纪源资本领投了移动端健身社区和训练、进度追踪与分享平台Keep (gotokeep.com)的B轮融资,李宏玮加入了Keep董事会。 Kujiale (kujiale.com) is an online platform and community for home design and decoration. GGV Capital led the company’s $10 million Series B financing, and Jixun Foo joined the com- pany’s board of directors. 酷家乐 (kujiale.com)是一家在线房屋设计与装修平台及社区。纪源 资本主导了该公司的1000万美元B轮融资,符绩勋加入了该公司董 事会。
  13. 13. 13 musical.ly (musical.ly) is an app that makes it fun and easy for users to create their own music videos and share them with friends. GGV Capital participated in the company’s Se- ries B round of financing. 用户可以使用musical.ly轻松、愉快地制作他们自己的音乐录影并与 朋友们分享。纪源资本参与了该公司B轮融资。 NIU (niu.com) makes internet-connected, electric scooters with a focus on high design and low cost. GGV led the com- pany’s Series A round of financing, and Jenny Lee joined the company’s board of directors. 牛电科技(niu.com)生产能够连接互联网、精设计、低价格的电动 车。纪源资本主导了该公司的A轮融资,李宏玮加入了该公司董事 会。 Opendoor (opendoor.com) is an online home-selling service aimed at streamlining the sales process down to a few days. GGV led the company’s Series B round of financing, and Glenn Solomon joined the company’s board of directors. Opendoor (opendoor.com)提供在线房屋销售服务,旨在将销售 程序缩短到几天之内。纪源资本主导了该公司的B轮融资,Glenn Solomon加入了该公司董事会。 Petkit (petkit.com) is the maker of a wearable for dogs that tracks all aspects of their health and activity. GGV led the company’s Series A round of financing, and Jenny Lee joined the company’s board of directors. Petkit (petkit.com)制造可以追踪宠物狗健康和活动情况的可穿戴设 备。纪源资本主导了该公司的A轮融资,李宏玮加入了该公司董事 会。 Shiftgig (shiftgig.com) is a mobile platform that connects people who want gigs with businesses who need them. GGV participated in the company’s Series A and Series B rounds of financing, and Jeff Richards joined the company’s board of directors as an observer. Shiftgig (shiftgig.com)是一家连接求职者和招聘商家的移动端平 台。纪源资本参与了该公司的A轮与B轮融资。Jeff Richards以观察 员身份加入了该公司董事会。 Synack (synack.com) provides a subscription-based, secu- rity-as-a-service solution, utilizing the best and brightest in security testing. GGV co-led the company’s Series B round with Icon, and Glenn Solomon joined the company’s board of directors. Synack (synack.com)利用安全测试中最先进的技术为用户提供基 于订阅的安全服务解决方案。纪源资本与Icon主导了该公司的B轮融 资,Glenn Solomon加入了该公司董事会。 Wiselike (wiselike.com) is a new Q&A platform for profes- sionals. GGV Capital led the company’s $1.25 million seed round of financing and Hans Tung joined the company’s board of directors. Wiselike (wiselike.com)是针对职场人士的新型问答平台。纪源资本 领投了该公司125万美元种子轮融资。童士豪加入了该公司董事会。 Xiaohongshu, aka Red, (xiaohongshu.com) is a social and e-commerce platform for Chinese consumers buying global goods. GGV co-led the company’s Series B round of financ- ing with Tencent, and Hans Tung joined the company’s board of directors. 小红书 (xiaohongshu.com)是一家帮助中国消费者购买全球好东西 的社交与电子商务平台。纪源资本与腾讯共同领投了该公司的B轮融 资,童士豪加入了该公司的董事会。 Zhan.com (zhan.com) is an online education platform that provides tutoring and test prep for standardized tests. GGV led the company’s Series B round of financing, and Jenny Lee joined the company’s board of directors. The company also raised a Series C round this year. 小站(zhan.com)是一家在线教育平台,为用户提供辅导、帮助用户 准备标准化考试。纪源资本领投了该公司的B轮融资,李宏玮加入该 公司董事会。小站在2015年也完成了C轮融资。 Zimi (zmifi.com) is a producer of high-quality, low-cost mobile accessories, including a battery charger, produced for Xiaomi. GGV led the company’s Series B round of financing, and Hans Tung joined the company’s board of directors. 紫米(zmifi.com)是一家高质量、低价格的移动配件制造商,为小米 生产移动电源。纪源资本主导了该公司的B轮融资,童士豪加入了该 公司董事会。
  14. 14. 14 “As entrepreneurs, we look for really, really big categories where innovation hasn’t yet happened. With wholesale, it’s a $200 billion category, and the model hasn’t changed much in the last decade. We think everyone – around the world – with a smartphone should have access to the same kinds of deals that your typical urban metro market shopper has. Boxed makes that happen.” CHIEH HUANG, CEO & CO-FOUNDER, BOXED “作为创业者,我们寻找那些创新还未 产生的巨大市场。批发销售领域是一个 2000亿美元的市场,但是其中的商业模 型自上个十年起并没发生多大改变。我 们认为世界中的每个智能手机用户都应 该能够用同样的价格买到一般都市消费 者能够买到的商品。Boxed让这一想法 成为可能。” CHIEH HUANG, CEO、联合创始人, BOXED
  15. 15. 15 TECHCRUNCH Global Perspectives Series by Hans Tung, including why Startups serving the 99% will be the next billion-dollar companies. GGV CAPITAL IN THE NEWS 纪源资本新闻 FORBES 《福布斯》 GGV partners Jixun Foo, Jenny Lee, and Hans Tung were recognized on the Forbes Midas List, with Jenny being the first woman to break the top 10. 纪源资本管理合伙人李宏玮、 符绩勋与童士豪入选《福布 斯》杂志全球最佳创投人榜 单,李宏玮成为第一位闯入榜 单前十位的女性投资人。 FORBES 《福布斯》 Look to the rural economy for China growth, says tech investor Jixun Foo. 科技投资人符绩勋说,农村经济将为中国 经济提供新的增长动力。 WALL STREET JOURNAL 《华尔街日报》 Jenny Lee appeared at the WSJD Live conference and discussed the latest innova- tions from China: new busi- ness models. 李宏玮出席《华尔街日报》全球 技术会议WSJD Live, 探讨了中 国的最新创新:新商业模式 CNBC Hany Nada discusses the long-term potential of e-commerce in China.
  16. 16. 16 FORTUNE 《财富》 The Internet of Things means never having to search again by Jenny Lee and Hans Tung 物联网意味着搜索时代的终 结 作者:李宏玮 童士豪 MEDIUM The WalMart Earnings Miss is a Cannon Shot for the Retail / CPG In- dustry by Jeff Richards 投资中国 李宏玮童士豪发布中美IOT报 告:物联网 互联网3.0革命 FORBES Don’t Underestimate China’s Economy by Glenn Solomon 腾讯 GGV符绩勋:滴滴快的合并后 最大挑战是团队梳理
  17. 17. 17 “GGV has been our partner since the early days of Qunar, way back in our Series B financing. Today we are a $5 billion company, and Jixun and the GGV team have played an incredibly important role in our success along the way. We couldn’t have asked for a better partner.” CC ZHUANG, CEO & FOUNDER, QUNAR “纪源资本是去哪儿的早期投资者,从我 们的B轮就开始投资我们。如今,我们 是一家50亿美元的公司。在我们走向成 功的道路上,绩勋与纪源资本团队成员 向我们提供了非常重要的帮助。能够拥 有纪源资本这样的合伙人我们感到非常 幸运 。” 庄辰超,CEO,创始人,去哪儿
  18. 18. GGV Capital is a venture capital firm founded in 2000 with the unique idea to have one team investing in both China and the US. With $2.6 billion under management across 6 funds, the GGV portfolio includes Airbnb, Alibaba, Appirio, Boxed, Buddy Media, Didi Taxi, Domo, Douguo, DraftKings, EHANG, FlightCar, GrabTaxi, HotelTonight, Houzz, IWJW, Keep, Meilishuo, Misfit, Nimble Storage, Niu, Opendoor, Pactera, Pandora Media, Percolate, Quixey, Qunar, Shiftgig, SoundCloud, Square, SuccessFactors, Synack, Tile, Tujia, UCWeb, Wish, Xiaohongshu, Yangche Diandian, Youku Tudou, YY, Zendesk, Zepp, and 51credit. www.ggvc.com @GGVCapital GGV Capital company page GGV Capital GGV Capital company page

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