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Cross-Asset Full-Cycle Investment

Leveraging the Group's deep investment experience in primary equity, early-stage funds, and secondary markets to provide professional investment advisory services covering all asset classes across the full investment lifecycle.

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Service Overview

The Group's investment advisory business operates from Hong Kong's international financial center, combining extensive hands-on experience in technology industry investment, early-stage fund management, and secondary market asset allocation to provide professional investment advisory services for institutional and high-net-worth clients.

We bring not only deep industry research capabilities but also use our own investment portfolio as proof of concept — from data security, enterprise SaaS, and fintech to industrial internet and cloud-native technology, from early-stage tech funds to secondary market blue-chip allocation — demonstrating comprehensive cross-asset full-cycle investment capabilities.

Direct investments by the Group and its founder include DataAigis (AI data compliance and governance), FXExpert (intelligent quantitative FX management), CloudPense (integrated business-finance SaaS), GuRuiJie (MRO industrial supplies and semiconductor supply chain), DataMesh (AI-powered industrial digital twin), QuClouds (enterprise AI-native operating system, acquired by a HKEX-listed company), and others, spanning data security, fintech, enterprise SaaS, industrial internet, digital twin, and other high-growth sectors. View Full Portfolio →

Core Services

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    Primary Equity Investment Advisory Based on the Group's deep investment experience in the technology sector, providing clients with deal sourcing, due diligence, valuation analysis, and investment decision support, focusing on high-growth sectors including AI, SaaS, semiconductors, and advanced manufacturing.
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    Early-Stage Fund Allocation Advice Drawing on the Group's LP participation in early-stage tech funds such as the Zizhu Xiaomiao Langcheng Fund and Lianxin Capital, providing clients with professional guidance on fund selection, risk assessment, and portfolio optimization.
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    Secondary Market Asset Allocation Guided by long-term value investing principles, providing clients with cross-industry, cross-market blue-chip portfolio allocation strategies, with key coverage in banking, energy, and technology sectors.
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    Full-Cycle Investment Management From pre-investment research and active portfolio management to post-investment monitoring, providing advisory services across the entire investment lifecycle to help clients achieve long-term, steady asset appreciation.

Investment Track Record

Our own investment practice serves as the most compelling proof of our capabilities:

Primary Equity Direct investments in technology companies spanning data security, enterprise SaaS, fintech, industrial internet, cloud-native, and other sectors
Early-Stage Funds LP participation in multiple early-stage tech funds, indirectly covering 80+ technology startups
Secondary Markets Long-term allocation in banking, energy, and technology sectors, practicing value investing principles
View the Group's complete Investment Portfolio → to learn more about our investment practice.