Long-Term Franchise
Investment Philosophy

We believe in the power of compounding interests. Gaocheng will help the entrepreneurs to create world-class enterprise service companies with patience, dedication and profession.

Sector Focus

Gaocheng Capital is one of the few funds focused on software and technology sectors in Asia. Our deep industry research, know-how and cross-sector relationships help Gaocheng build a long-term relationship of mutual trust with entrepreneurs.

These resources also enable us to capture the latest innovation and industry opportunities, to unlock new demand with new supply, and to create long-term value for both companies and the society.

Horizontal Software & services
Vertical Software
AI Native Applications
Fintech
Autonomous / Driving / RaaS
Intelligent Automation
Software-defined Hardware/IoT

Investment Philosophy

Long-term focus
  • Faith in the power of compounding, be a friend of time.
  • Invest in business franchises with high entry barrier in the long term and attractive investment returns.
High-Quality Business with Structural Opportunities
  • Deep understandings on not only demand-side growth opportunities but also supplyside structural business moat. Focus on high-quality business.
  • Accurately identify key drivers and critical moments of market change and revolution.
Value-add Franchise Investor
  • Provide value-added services and M&A support to portfolio companies, help them build sustainable competitive advantages.
  • Assess risk factors prudently and focus on risk-adjusted return.
Independent Research
  • Understand and follow intrinsic logic of business development and global industry trends, focus on “First Principles”.
  • Conduct independent industry research in focused sectors, make prudent judgements.

Value Creation

We provide long-term growth capital and strategic supports to high-quality entrepreneurs and help them to create world-class software and technology companies with patience, dedication and professionalism

Revenue Growth
Accelerate growth via Gaocheng toolkits to achieve higher penetration, higher ARPU and total addressable market expansion.
Performance Improvement
Optimize unit economics and profitability via Gaocheng toolkits to improve margin and efficiency.
Talents & Organization
Use Gaocheng’s network to evolve and scale management from entrepreneurial to professional, public-company quality teams.
Acquisition &
Capital Markets
Augment growth and transform competitive position through accretive acquisitions. Optimize capital structure and drive the IPO readiness process.
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