Company Overview
Shanghai Kudi Technology Co., Ltd. (FXExpert) is one of the few companies in China that simultaneously possesses quantitative AI technology, live trading track records, and offshore private fund products for FX strategy. Its proprietary FXOne system helps enterprises generate revenue and profit from foreign exchange operations. The company is headquartered in Shanghai, with branches in Hong Kong, Hefei, Silicon Valley, and Washington, D.C.
Unlike traditional AI approaches (such as large language models) that rely on research report summarization without backtesting validation, Kudi Technology employs a quantitative + AI approach with algorithm accuracy exceeding 80%, capable of identifying over 90% of market trend change risks. The 2025 Q3 exchange rate prediction accuracy reached 99.5%, with a historical prediction accuracy of 98.81%.
Investors: Hotcan Investment led the Series A round. Historical investors include Plug and Play China and BAI Capital (Bertelsmann Asia Investments).
Three Business Segments
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FX Strategy
Settlement and purchase strategies outperform monthly average exchange rates by ~0.3% (USDCNY monthly average fluctuation ~120bp), delivering 6~30% annualized returns in risk-free scenarios. Outperforms beginning-of-month, end-of-month, and market average rates across all three benchmarks, with monthly average rate optimization of ~0.15%.
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FX Asset Management
FX risk-free arbitrage strategy with 8~16% annualized returns, officially filed with the Hong Kong Securities and Futures Commission. Guaranteed minimum annualized return at SOFR (U.S. overnight rate, ~4%), with profit sharing on excess returns.
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Live Trading Returns
2025 proprietary FX portfolio returns of ~15%, far exceeding USD deposits + USDCNY fluctuation, validating strategy effectiveness with real performance. 2025 peak risk-free annualized return of 14%.
FXOne Quantitative Strategy System
FXOne is the core product independently developed by Kudi Technology, providing enterprises with a data-driven shared FX Trader that covers the entire workflow from risk identification to strategy management, trade execution, and FX gain/loss accounting:
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Simplification
No need to input exposure data; the system automatically alerts whether trading opportunities exist, reducing the learning and execution costs for corporate finance teams.
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Scenario-Based
Covers common corporate business scenarios (export settlement, import purchases, cross-border investments, etc.), with multi-currency cross-coverage including minor currencies.
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Strategy-Driven
Algorithm-driven with fully traceable data, strategies, and trading signals. Integrates forecast data from 55 banks, with historical prediction accuracy of 98.81%.
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Arbitrage-Oriented
Multiple arbitrage strategies deliver returns far exceeding "deposits + USDCNY fluctuation," covering CNH/CNY, USD/HKD, forwards/swaps/options combinations, truly achieving FX profitability.
The FXOne system features six core functional modules: Quantitative Trading Signals, Exchange Rate Forecasting (intelligent algorithms + bank predictions), FX Calculator (forwards/swaps), Macro Insights (daily market analysis and data comparisons), Economic Calendar, and Enterprise Tools (gross margin sensitivity analysis, order quotation calculator).
Pioneering 3-Step FX Management Method
A process-driven, quantitative, and systematic approach to managing FX movements for sustained profitability, outperforming the market and competitors:
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Classify First
Categorize FX exposure into short-term (settlement/purchase, benchmarked against market average rates), medium-term (3~6 month receivables/payables, benchmarked against cost rates), and long-term (asset preservation and appreciation, benchmarked against USD 4% deposit interest)
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Then Execute
Rely on the system to manage each of the three scenarios separately, outperforming KPIs across all three. Short-term relies on quantitative system-assisted decision-making, medium-term on exchange rate forecasting, and long-term on low-risk strategies for additional profit.
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Continuously Optimize
Continuously repeat the process-driven management workflow, mastering all modules to enhance overall effectiveness. Finance teams evolve into profit centers, progressively incorporating more derivative types and tools.
Core Team
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Founder — Zhang Shen
Seasoned corporate treasury expert who previously held positions at Google, HP Asia Pacific, Applied Materials, IBM, and other multinational corporations. Head of the Stanford Shanghai Alumni Association.
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Chief Advisor — Wilson Tsai
Former senior treasury executive at Google/Equinix/Intel, managing approximately $100 billion in daily FX exposure. Ph.D. from Stanford University.
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Academic Advisors
Professor Yinyu Ye (Stanford University, Operations Research) and Professor Dongdong Ge (Shanghai Jiao Tong University, AI Research Institute), providing academic support for quantitative models.
Core team members come from world-class institutions including Stanford University, Google, Microsoft, and HSBC, having collectively helped enterprises reduce losses and improve efficiency by hundreds of millions of RMB.
Service Matrix
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Web Platform (FXOne SaaS)
AI-powered intelligent quantitative analysis with intuitive chart presentations, easy to use with significant results. Multi-currency cross-coverage including minor currencies. Pricing based on modules and number of currency pairs.
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Asset Management
Guaranteed minimum annualized return at SOFR (U.S. overnight rate, ~4%), with profit sharing on excess returns. 2025 peak annualized return of 14%, far exceeding the 3% USDCNY fluctuation.
Funding History
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H1 2021 · Seed Round
Plug and Play China
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July 2021 · Angel Round
BAI Capital (Bertelsmann Asia Investments), multi-million USD
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October 2023 · Series A
Led by Hotcan Investment, with Sonder Capital as co-investor, multi-million USD
