• "Building a better financial future, together."

     

    融資募資 | 海外拓展

    市場研究 | 營運策略

     

    透過私募基金資深顧問與軟銀、阿里巴巴新創生態圈的國際資源與人脈

    延伸您的現金跑道,開拓你的企業版圖。

     

  • 服務項目

    Services

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    海外市場業務拓展

    Overseas Expansion

    透過1000億美元軟銀願景基金(SoftBank Vision Fund I)、阿里巴巴生態系等渠道,與國際接軌,開拓海外市場

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    企業融資募資

    Capital Raising Advisory

    輔導企業籌資策略、創業簡報財務報表彙整、VC與天使投資人常見問題之應對

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    市場研究調查與資料籌備

    Market Research & Due Diligence

    分析市場與企業財務表現、運營策略及行業趨勢,提供募資簡報財報籌備

  • 成功案例

    Case Studies

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    Shypyard美國電商系統開發平台

    300萬美金種子輪募資

    輔導完成由Google Alphabet子公司Gradient Ventures領投的300萬美金種子輪與業務拓展

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    知名台灣MarTech行銷科技

    1700萬美金B輪募資

    輔導並參與策略私募基金投資人引薦、財務營運會議、募資簡報資料與Q&A籌備

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    偉創力BrightBox Technologies

    美國矽谷能源監控系統收購案

    協助美國偉創力Flex旗下BrightBox Technologies能源監控軟體系統之收購與整合

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    Jeff Lee 李曙

    Choate Consulting Group

    喬特諮詢顧問共同創辦人

     

    畢業於美國常春藤達特茅斯學院Dartmouth College 資訊工程系,曾擔任軟銀願景基金(SoftBank Vision Fund)投資營運幕僚長,擁有多年在中國上海、日本東京、舊金山矽谷等市場的投資運營、管理顧問以及海外新創輔導經歷。

     

    負責願景基金中國、日本、東南亞投資項目的評估管理、營運策略及海外業務拓展,包含阿里巴巴本地服務(餓了嗎)、字節跳動(抖音)、滴滴出行、貝殼找房等TEV總企業價值約1億至10億美金之亞太區投資項目,並協助輔導軟銀與阿里巴巴集團生態系相關創業項目之合資、策略聯盟與海外佈局以利於投後價值創造。

     

    皇冠文化出版社平安叢書暢銷作家,著作包含「讓孩子自己找答案」(2009年11月金石堂網路書店暢銷書)、「19歲的追夢藍圖: 這8件事讓我上常春藤名校」(2012)

  • About Us

    Choate Consulting Group為前軟銀願景基金(SoftBank Vision Fund)營運幕僚長及策略團隊所創辦之管理顧問公司,透過私募基金顧問多年軟銀、阿里巴巴生態系統的資源與人脈,輔導企業融資募資、市場研究、盡職調查、海外業務拓展與營運流程策略。

     

    Founded by former SoftBank Vision Fund Chief of Staff and seasoned management consultants, Choate Consulting Group provides capital raising, due diligence, market research, GTM operations and business process improvement strategy by leveraging the expertise, network and resources of experienced investment professionals as well as SoftBank/Alibaba global ecosystem.

     

    Funding sources range from financial institutions, private equity, venture capital, mezzanine funding, angel investors, and family offices across US, Japan, and Greater China region.

     

     

    Our Work

    At Choate Consulting Group, we pride ourselves on being a trusted partner for all your financial advisory needs. Our team of experienced consultants is dedicated to helping clients navigate the complex world of capital raising, market research, and investment strategies. One of the key areas we specialize in is capital raising. We understand that securing funding is crucial for businesses to grow and thrive. Our team works closely with our clients to develop tailored strategies for capital raising and connect them with potential investors. With a deep understanding of the global financial landscape, we are able to offer strategic insights and customized solutions that are tailored to the unique needs of each client.

      

  • 過程中Choate的資深團隊不僅輔導我們順利完成600萬美金募資,更協助我們開拓中國智慧空間管理市場,建立我們亞太區的企業用戶! 」

     

    - YC Heng, WisdomGarden CEO

  • 聯繫我們

    105台灣台北市松山區民生東路三段156號9-10樓
    +886 903 365 010