盘点从阿里巴巴走出的知名投资人The Investors Who Came Out of Alibaba
Translated from the Chinese original, first published on WeChat「世像」on May 26, 2017.本文 2017.05.26 首发于微信公众号「世像」。
"苏宁、58到家、美团、墨迹天气、高德地图、陌陌、新浪微博、财新传媒、第一财经、A站、魅族、虾米音乐······「马云爸爸」和他的阿里帝国几乎投资了中国互联网的半壁江山。这家崇尚武侠文化的公司，除了一直自己在买买买的同时，更是培育出了创投圈的一大派系——阿里系"
纵观那些"出走的阿里人"，有的隐退江湖，有的自己当起了创业者，还有一批或创办知名投资机构，或转型做了天使投资人，在投资界玩儿得风生水起。滴滴天使投资人王刚、阿米巴资本李治国、风和投资吴炯·····虽然错过了阿里的造富盛宴，但他们个个现在顶着前阿里人的头衔，在江湖中打拼并且打下了一片天。
卫哲：嘉御基金董事长
个人简介：卫哲，嘉御基金的创始合伙人兼董事长。生于1970年的卫哲，20岁刚出头就成为"中国证券之父"管金生的秘书。此后十余年间，从金融业到咨询业，再到跨国企业中国总裁，他一路顺风顺水。2006年11月，任阿里巴巴公司总裁及阿里巴巴集团执行副总裁，一年后，其所掌管的阿里巴巴B2B于香港上市。此前才担任阿里巴巴CEO、百安居中国CEO。于2006年11月正式加盟阿里巴巴，并出任阿里巴巴集团执行副总裁，兼阿里巴巴企业（B2B）电子商务总裁。2011年，卫哲从阿里离职，随后组建嘉御基金。此前，曾担任东方证券投资银行部总经理，和永道国际会计公司（目前隶属普华永道）的公司融资部经理。
投资风格：先给被投资企业提供免费的管理咨询，再谈投资。卫哲说在他的职业生涯中，先学会了战略架构，后学到了百安居的执行力，在阿里认识到了企业愿景，而最后补上了价值观的问题。
重点关注领域：电子商务、互联网、可通过电子商务提升的消费零售、可通过IT优化的B2B服务。
投资案例：500万彩票网、八爪鱼在线旅游、车轮互联、房多多、中奥到家、六艺星空等。
楼军：IDG资本董事
个人简介：楼军，2011年加入阿里资本，三年时间内主导了阿里对快的打车、淘在路上等项目的投资。
投资风格：主要关注互联网、移动互联网领域的投资。
投资项目：快的打车、淘在路上、脸萌、一起唱、易露营、追梦网、瑞波天下、V直播、Bilibili、量子频道、为艺、Sobrr、Segment Fault、伏牛堂、Teambition、暖暖等。
吴炯：风和投资董事长
个人简介：吴炯，是雅虎、汉庭和阿里巴巴创始团队之一，是雅虎搜索引擎技术的缔造者和专利拥有者。2008年1月加入北极光。作为阿里巴巴公司天使投资人之一，吴炯创立了阿里巴巴美国分公司，并于2000年5月至2007年12月期间担任阿里巴巴首席技术官。他还致力于阿里巴巴和雅虎中国整合后的管理工作。吴炯于1996年加入美国雅虎公司，领导公司搜索与电子商务技术研发团队，他是雅虎目录搜索引擎及其它诸多应用的总构架师。在加入雅虎之前，吴炯任甲骨文公司服务器技术部的开发经理。吴炯在"半结构数据搜索"领域的成果被授予美国国家技术专利。
投资风格：守株待兔，投资看好的创业者或者熟人介绍的好项目。基本上尽量只投熟人、朋友圈子里面或者是朋友的朋友，距离越短越好。
重点关注领域：互联网、科技、移动医疗
投资案例：聚美优品、挂号网、大龙网、友宝Ubox、光华活彩传媒、丁丁网、博医帮、时光网Mtime、CXA Group等。
李治国：阿米巴资本合伙人
个人简介：李治国，阿米巴资本合伙人，挖财董事长兼CEO。1999年12月16日，李治国成为了阿里巴巴第46号员工。任产品部经理期间，主导开发了阿里巴巴迄今为止最重要的产品之一"诚信通"。他是最早走出阿里的创业者，几进几出。2004年，他离职职创办了本地生活搜索网站口碑网，后2006年被阿里收购，2010年，李治国再次从阿里巴巴离职。从2010年开始作为天使投资人投资了挖财、快的打车、蘑菇街、小奥游戏、花瓣、麦苗数据等多个创业公司，期间和另外两个合伙人一起组建了阿米巴资本。2014年，正式出任挖财CEO。
投资风格：投资更看重团队，将大多数投资项目锁定在杭州周边，更看好"以人为中心"的服务行业。
重点关注领域：电子商务 生活消费 金融支付 游戏动漫 移动互联网 教育
投资案例：蘑菇街、快的打车、口袋通、微相本、美食行、二维火、tataUFO嗒嗒之星、爱学贷、孩子学啥、Biu老友科技、爱相机Airtake等。
王刚：天使投资人
个人简介：在阿里巴巴任职超过十年，曾主管B2B北京大区、支付宝商户事业部和集团的组织发展，花名"老聃"，于2012年离开阿里巴巴。王刚是滴滴出行最早的天使投资人，除了滴滴，王刚还孵化、投资了四十多家中国创业公司和十多家美国创业公司。
投资风格：在阿里任职多年，有较强的平台基因和丰富的商务经验，喜欢抓业务本质，乐于跟CEO一起讨论竞争策略并打磨商业模式。天使阶段投资，看重CEO个人的特质与魅力。特质中主要在乎以下三个品质：1、够不够聪明，能不能举一反三；2、正不正直，是否具有领导力，会投有一点点邪恶的CEO；3、我喜不喜欢你。
重点关注领域：餐饮、出行、农村、金融
投资案例：滴滴出行、友友租车、跑跑兼职、美差招聘、住两天、奇点金融、保保快险、万能小哥等。
熊飞：经纬中国投资董事
个人简介：熊飞，像俞敏洪的投资人。2011年加入经纬中国，负责考察、筛选及评估互联网领域的投资机会。加入经纬前，熊飞在阿里巴巴任产品经理，负责B2B收费类产品(诚信通)，企业级电子商务(域名服务)的产品工作。在此之前，他在腾讯担任产品经理，负责腾讯网社区产品的设计及策划，拥有良好的社区及企业电子商务产品经验。
投资风格：任何投资都要从两个层面考虑问题：第一，是机会成本。从某种角度来说，机会成本决定了投资收益率。第二，投资风险和商业模式、业务模式紧密相关。他认为如果一个公司业务状态好，又以产品和技术为导向，整个团队有梦想、有视野，就一定有投资空间。
重点关注领域：移动互联网、企业服务
投资案例：北森，销售易，找塑料环信等。
吴泳铭：元璟资本创始合伙人兼董事长
个人简介：吴泳铭，花名"东邪"，阿里巴巴集团资深副总裁，阿里集团创始人之一、合伙人（十八罗汉），第一代程序员，超级技术大牛一枚；兼任阿里巴巴股份有限公司董事会主席特别助理。2015年4月，吴泳铭担任了阿里健康董事会主席兼非执行董事。
元璟资本：2015年由吴泳铭创立，团队成员大都来自一线互联网公司核心岗位的专家，以及在一线VC基金从事多年的资深投资人组成，致力于发现和帮助互联网技术与生活消费，医疗健康，商业流通以及金融领域融合的变革性机会。
投资风格：作为技术大牛的他，更关注科技类与电商、金融相关的项目。
投资项目：biu老友科技、淘会场、锤子科技、剁手帮、宋小菜。
谢世煌：湖畔山南基金掌门人
个人简介：谢世煌，阿里巴巴十八罗汉之一，1999年追随马云，出任阿里巴巴首任首席财务官，2000年至2006年，担任B2B交易平台运营管理职位，负责阿里巴巴对外商务合作以及销售，2007年出任阿里巴巴产品开发部国际市场分部主管，2014年担任阿里巴巴投资事业部的总经理。
湖畔山南：专注于无线互联网、无线电商、无线O2O、无限社区、文化娱乐等领域的早期投资项目。
投资风格：与阿里巴巴的战略息息相关。
投资项目：华数传媒、文化中国、携车网、掌合天下等。
黄炎：鼎晖投资合伙人
个人简介：黄炎于1999年前后开始与马云一起创业，曾任阿里巴巴公司副总裁、主管工程部、战略联盟部和市场部，也曾经做过做过英特尔投资中国区联系总监。2006年加入鼎晖创投，参与了基金的创办。在鼎晖的六年间他已主导了互联网、消费服务、新能源、医疗设备和医疗服务等多个领域的投资。拥有近十年的投资经历和丰富的创业及企业运营管理经验，在推动企业的快速成长和上市等方面发挥了重要作用。
投资风格：诚信是核心。对于创始人的考量，除了关注创新、眼光和魄力，认为学习能力也是特别重要的一个考量因素。此外，他认为创业人还需要mental toughness。
重点关注领域：TMT、医疗
投资案例：挖财、五星汇、淘淘搜、未来会、微众传媒、闪送、又拍云、大朴网、本来生活网、微头条等。
鲁众：众海投资创始合伙人
个人简介：鲁众，众海投资创始合伙人、董事总经理。阿里巴巴集团副总裁。长江商学院EMBA，大学在校期间曾担任校学生会副主席。他是中国大陆资深IT界人士，有20年以上IT领域管理和营销相关经验。历任AMD中国大陆及香港地区销售总经理；ORACLE中国公司行业销售总经理；8848电子商务网站COO；微软中国区副总经理；DEC公司销售总监。中国万网总裁，在加盟中国万网之前是狼烟科技主要创始人，担任首席执行官职务。同时他拥有丰富的跨国公司管理运营经验、卓越的销售经验和战略规划执行能力。2014年6月从阿里离职后募集了一支2亿元人民币的基金——众海投资，开始进行天使轮及Pre-A轮投资。
投资风格：看重团队，认为先有团队再有商业模式。团队激情、胸怀、组织实施能力都是其衡量是否投资的重点。
重点关注领域：专注移动互联网、O2O、云计算、智能设备、健康等领域的早期投资
投资案例：易钱庄，养爱车，车叮咚等。
张川：线性资本创始合伙人、致景投资创始合伙人
个人简介：张川，致景投资创始合伙人，天使投资人。天猫软百货资深总监；埃森哲(上海)管理咨询公司供应链咨询经理。涉及：收购整合、供应链管理、绩效提升、成本控制、流程优化、创新管理等。留学欧洲，获荷兰王国马斯特里赫特管理学院"合作战略与经济政策"MBA。在加拿大和美国生活过、多家投资公司顾问、交大海外学院和继续教育学院兼职讲师。
投资风格：能提高用户体验、改善生活质量、促进科技和产业发展，进而间接推动社会发展的项目。
重点关注领域：移动互联网、能源材料、教育、电子商务
投资案例：决胜网，点融网，特赞，社区001等。
赵仕勤：英诺天使基金合伙人、趋势创投执行合伙人
个人简介：八十年代末毕业于清华大学。九十年代初曾创办一家软件公司。九八年初和英特尔公司其他同事一起开创英特尔风险投资中国事业，任投资部中国区经理。零零年中加入晨兴投资基金。2000年加入晨兴投资基金，参与或主持了对十多家企业的投资。2008年5月加入阿里巴巴集团战略投资部，之前在麦考林集团担任了3年首席财务官。在五年多的风险投资中，参与或主持了对十多家企业的投资，如UTStarcom，Asiainfo，Sohu.com，CTRip.com，速达软件，复旦金仕达，金洪恩，金益康，适普软件，商策科技，Chinaquest.com，7135.com，盛润等，其中三家公司IPO，一家公司在Roadshow，两家公司MBO，为投资公司赢得超过一亿美元的净利润。
重点关注领域：移动互联网、硬件、生活消费
投资案例：人人湘，疯兔盒子，风格家，趣兔士等。
李甲虎：暾澜投资CEO
个人简介：李甲虎，2001年至2012年间就职于阿里巴巴，担任高级分析师，从事过市场调研、产品研究、网站运营分析、客户服务流程管理、销售数据管理、财务分析、战略研究、战略投资等工作。擅长TMT、消费品及连锁项目的探索研究与项目跟进。
暾澜投资：暾澜投资是国内迅速崛起并独具风格的专业创投管理公司。成立以来，管理资产规模超过200亿人民币，陆续投资企业超过60家。发起设立的基金包括"风云浙商"天使基金(VC)、区域产业振兴基金、PE&并购基金以及海外并购基金。
投资风格：眼光独到，对新的商业模式设计情有独钟。
投资项目：悠先点菜、59store、尚妆、英语说、华夏收藏网、新丰小吃、住两天、开始众筹、车蚂蚁、电商宝、宝贝走天下、工猫科技、酷客美地等。
李锐：顺为资本合伙人
个人简介：李锐，顺为资本合伙人。在互联网创业和企业管理上有丰富的从业经验。曾经在好大夫在线、阿里巴巴、雅虎中国和263网络集团担任高级管理和产品运营等职位，也曾参与多家互联网企业的早期筹办，了解互联网企业各个阶段的发展运营特点。
投资风格：要依据需求做产品，甚至做到客户没有想到的；更偏好投资既有互联网的人又有传统的人的团队，这样的团队成员的融合会使得在客户心态的把握、资源的把握和互联网手段的把握上比较综合。
重点关注领域：TMT、消费升级、互联网和移动互联网与传统产业的结合
投资案例：什马金融，闪电购，荔枝FM，人人车等。
周子敬：以太资本创始人
个人简介：周子敬，以太资本创始人。曾任华兴资本副总裁，领导完成多个融资项目，包括美乐乐、途家、猎聘、唱吧、友盟、中清龙图、有缘网等。在加入华兴资本之前，周先生是阿里巴巴资深产品经理，领导20人的产品运营团队。在此之前，周先生曾经创立了网页游戏公司金宇。周子敬先生也是活跃的天使投资人，参与投资的项目包括今日头条、团车网、Loho眼镜生活、小麦公社、爱旅行等。周子敬先生拥有清华大学计算机科学硕士学位，以及浙江大学物理和计算机科学的学士学位。
重点关注领域：专注于天使、A轮等早期项目投融资，长期关注互联网改造传统行业，比如垂直领域的汽车、房产、旅游、金融以及O2O、智能硬件
投资案例：思享空间，吃法儿，蜗牛租房，舌尖旅行等。
沈建明：洋葱基金合伙人
个人简介：沈建明，洋葱基金合伙人。曾担任新浪VP、雅虎VP、阿里巴巴VP，主攻业务拓展和战略合作，15年互联网经验，深厚资源积累。2006年11月加盟阿里巴巴集团，出任阿里巴巴副总裁及中国雅虎副总裁，主管中国雅虎的市场、公关与邮箱业务拓展等工作。
重点关注领域：主要关注于新能源、新材料、机械装备等行业领域项目
投资案例：无二订制，多宝等。
蒋海炳：多牛资本创始人
个人简介：五百米500mi创始人及CEO，杭州福地创业园联合创始人，马伯乐联合创始人。曾在阿里巴巴工作，原支付宝2号员工。
重点关注领域：移动互联网、金融、电子商务、工具软件、SNS社交网络
投资案例：靠我，嗨音等。
屈田：蝙蝠资本创始合伙人
个人简介：屈田，蝙蝠资本创始合伙人。原鼎晖创投副总裁，之前在阿里巴巴集团任投资并购副总监，曾在雅虎、腾讯、新浪从事产品运营工作。有十五年的互联网行业产品运营和投资并购经验。在阿里投资部引入并执行了美团与UC的投资，鼎晖创投期间投资了大朴网、房多多、金银岛。
重点关注领域：移动互联网、生活消费、电子商务
此外阿里系的重要创业者还有：滴滴出行 程维；同程网CEO 吴志祥；蘑菇街四人组：李研珠 蘑菇街CMO、陈琪 CEO、魏一博、岳旭强；珍爱网总裁 陈思；贝贝网CEO 张良伦；铜板街CEO 何俊；易到用车联合创始人，CTO 汤鹏；唱吧CEO，陈华等等
"Suning, 58 Daojia, Meituan, Moji Weather, AutoNavi (Amap), Momo, Sina Weibo, Caixin Media, Yicai, AcFun, Meizu, Xiami Music... 'Daddy Ma' and his Alibaba empire have between them backed nearly half of China's internet. This is a company steeped in wuxia culture — and beyond buying up companies of its own, it has also incubated one of the great dynasties of the venture world: the Alibaba mafia."
Look across the ranks of these Alibaba alumni and you'll find every kind of exit: some have retreated from the fray, some have turned founder themselves, and a whole cohort have either launched name-brand investment firms or reinvented themselves as angel investors, playing the game with real flair. Didi angel investor Wang Gang, Amoeba Capital's Li Zhiguo, Fenghe Capital's Wu Jiong... they may have missed out on Alibaba's own wealth-creation bonanza, but every one of them now carries the "ex-Alibaba" badge into the arena and has carved out territory of their own.
Wei Zhe (David Wei): Chairman of Vision Knight Capital
Bio: Wei Zhe (David Wei), founding partner and chairman of Vision Knight Capital. Born in 1970, Wei was barely past 20 when he became secretary to Guan Jinsheng, the "father of Chinese securities." Over the next decade-plus he moved from finance to consulting to the China presidency of a multinational — a smooth, upward run the whole way. In November 2006 he became president of Alibaba.com and an executive vice president of Alibaba Group; a year later, the Alibaba B2B business he ran went public in Hong Kong. Before Alibaba he had served as CEO of Alibaba and China CEO of B&Q. He formally joined Alibaba in November 2006 as executive vice president of the group and president of its B2B e-commerce arm. In 2011, Wei left Alibaba and soon after built Vision Knight Capital. Earlier still, he had been general manager of the investment banking division at Orient Securities, and a corporate finance manager at Coopers & Lybrand (now part of PwC).
Investment style: give the portfolio company free management consulting first, then talk about the investment. Wei says that over his career he first learned strategic architecture, then picked up execution at B&Q, came to understand corporate vision at Alibaba, and finally rounded it out with the question of values.
Focus areas: e-commerce, the internet, consumer retail that can be lifted by e-commerce, and B2B services that can be optimized through IT.
Deals: 500wan (500.com), Bamboo Travel, Chelun, Fangdd, Zhong'ao Daojia, Liuyi Xingkong, and others.
Lou Jun: Director at IDG Capital
Bio: Lou Jun joined Alibaba Capital in 2011, and within three years led Alibaba's investments in projects such as Kuaidi Dache and Taozailushang.
Investment style: focused mainly on the internet and mobile internet.
Deals: Kuaidi Dache, Taozailushang, FaceU, Yiqichang, Yilucamp, Zhuimeng.com, Ripple, V Live, Bilibili, Quantum Channel, Weiyi, Sobrr, SegmentFault, Funiu Tang, Teambition, Nuannuan, and others.
Wu Jiong: Chairman of Fenghe Capital
Bio: Wu Jiong was part of the founding teams of Yahoo, Hanting (Huazhu), and Alibaba, and is the architect and patent holder of Yahoo's search engine technology. He joined Northern Light Venture Capital in January 2008. As one of Alibaba's angel investors, Wu founded Alibaba's US subsidiary and served as Alibaba's CTO from May 2000 to December 2007. He also worked on the post-merger integration of Alibaba and Yahoo China. Wu joined Yahoo in the US in 1996, leading the company's search and e-commerce technology R&D team; he was the chief architect of Yahoo's directory search engine and many of its other applications. Before Yahoo, Wu was a development manager in Oracle's server technology division. His work in the field of "semi-structured data search" earned him a US national technology patent.
Investment style: wait for the rabbit to come to the tree — back founders he already rates highly, or good projects introduced by people he knows. As a rule he tries to invest only within his own circle of acquaintances and friends, or friends of friends — the shorter the distance, the better.
Focus areas: internet, technology, mobile health.
Deals: Jumei, Guahao.com (WeDoctor), Dalong.com, Ubox, Guanghua Huocai Media, Dingding.com, Boyibang, Mtime, CXA Group, and others.
Li Zhiguo: Partner at Amoeba Capital
Bio: Li Zhiguo, partner at Amoeba Capital and chairman and CEO of Wacai. On December 16, 1999, Li became Alibaba's employee No. 46. As product manager, he led the development of one of Alibaba's most important products to date, "TrustPass" (Chengxintong). He was the earliest of the Alibaba founders to strike out on his own — leaving and returning more than once. In 2004 he quit to start the local-life search site Koubei, which Alibaba acquired in 2006. In 2010 Li left Alibaba again. From 2010 on, he invested as an angel in Wacai, Kuaidi Dache, Mogujie, Xiao'ao Games, Huaban, Maimiao Data, and other startups; along the way, he and two other partners built Amoeba Capital. In 2014 he formally became CEO of Wacai.
Investment style: weights the team most heavily, keeps most of his deals in and around Hangzhou, and favors "people-centered" service businesses.
Focus areas: e-commerce, lifestyle consumption, financial payments, gaming and animation, mobile internet, education.
Deals: Mogujie, Kuaidi Dache, Koudaitong, Weixiangben, Meishihang, Er Wei Huo (2dfire), tataUFO, Aixuedai, Haizixuesha, Biu, Airtake, and others.
Wang Gang: Angel Investor
Bio: Wang Gang spent more than ten years at Alibaba, where he ran the B2B Beijing region, the Alipay merchant business unit, and the group's organizational development, under the code name "Lao Dan." He left Alibaba in 2012. Wang was Didi's earliest angel investor; beyond Didi, he has incubated and backed more than forty Chinese startups and more than ten American ones.
Investment style: years at Alibaba gave him strong platform instincts and rich commercial experience. He likes to get at the essence of a business and enjoys sitting down with a CEO to hash out competitive strategy and refine the business model. He invests at the angel stage and puts a premium on the CEO's personal qualities and charisma. Three traits matter most to him: (1) Are you smart enough — can you extrapolate from one thing to another? (2) Are you upright, do you have leadership? He'll back a CEO with a touch of the devil in them. (3) Do I like you?
Focus areas: food and beverage, mobility, rural, finance.
Deals: Didi, Youyou Zuche, Paopao Jianzhi, Meicha Zhaopin, Zhuliangtian, Singularity Finance, Baobao Kuaixian, Wanneng Xiaoge, and others.
Xiong Fei: Investment Director at Matrix Partners China
Bio: Xiong Fei — the investor who resembles Yu Minhong. He joined Matrix Partners China in 2011, tasked with scouting, screening, and evaluating investment opportunities in the internet space. Before Matrix, Xiong was a product manager at Alibaba, responsible for B2B paid products (TrustPass) and enterprise e-commerce (domain services). Before that, he was a product manager at Tencent, in charge of design and planning for Tencent's community products — giving him solid experience in both community and enterprise e-commerce products.
Investment style: he says every investment has to be considered on two levels. First, opportunity cost — in a sense, opportunity cost determines the return. Second, investment risk is tightly bound up with the business model and operating model. He believes that if a company is in good operating shape, is product- and technology-driven, and has a team with dreams and vision, then there's always room to invest.
Focus areas: mobile internet, enterprise services.
Deals: Beisen, Xiaoshouyi, Zhaosuliao, Easemob, and others.
Wu Yongming: Founding Partner and Chairman of Yuanjing Capital
Bio: Wu Yongming, code name "Dong Xie," is a senior vice president of Alibaba Group, one of its co-founders and partners (one of the "Eighteen Arhats"), a first-generation programmer and a serious technical heavyweight; he also serves as special assistant to the chairman of the board of Alibaba. In April 2015, Wu became chairman and non-executive director of Alibaba Health.
Yuanjing Capital: founded by Wu Yongming in 2015, its team is drawn largely from experts in core roles at top-tier internet companies and from seasoned investors with years at leading VC funds. It is dedicated to finding and backing transformative opportunities at the intersection of internet technology and lifestyle consumption, healthcare, commercial distribution, and finance.
Investment style: as a technologist, he leans toward technology-oriented projects tied to e-commerce and finance.
Deals: Biu, Taohuichang, Smartisan, Duoshoubang, Song Xiaocai.
Xie Shihuang: Head of Hupan Shannan Fund
Bio: Xie Shihuang, one of Alibaba's Eighteen Arhats, followed Jack Ma in 1999 and served as Alibaba's first CFO. From 2000 to 2006 he held operating and management roles on the B2B trading platform, responsible for Alibaba's external business partnerships and sales. In 2007 he became head of the international markets division of Alibaba's product development department, and in 2014 he became general manager of Alibaba's investment business unit.
Hupan Shannan: focuses on early-stage projects in wireless internet, wireless e-commerce, wireless O2O, wireless community, and culture and entertainment.
Investment style: closely tied to Alibaba's own strategy.
Deals: Wasu Media, Culturecom, Xieche.com, Zhangheshtianxia.
Huang Yan: Partner at CDH Investments
Bio: Huang Yan began building companies alongside Jack Ma around 1999. He served as an Alibaba vice president overseeing the engineering, strategic alliance, and marketing departments, and was once China liaison director for Intel Capital. In 2006 he joined CDH Venture and took part in launching the fund. Over six years at CDH, he has led investments across the internet, consumer services, new energy, medical devices, and medical services. With nearly a decade of investing experience and a rich background in entrepreneurship and corporate operations, he has played a key role in accelerating companies' growth and taking them public.
Investment style: integrity is the core. In sizing up founders, beyond innovation, vision, and boldness, he considers the ability to learn especially important. He also believes founders need mental toughness.
Focus areas: TMT, healthcare.
Deals: Wacai, Wuxinghui, Taotaosou, Weilaihui, Weizhong Media, Shansong (FlashEx), Upyun, Dapu.com, Benlai.com (Benlai Life), Weitoutiao, and others.
Lu Zhong: Founding Partner of Zonghai Capital
Bio: Lu Zhong, founding partner and managing director of Zonghai Capital, and a vice president of Alibaba Group. A CKGSB EMBA who served as vice president of the student union during his university years, he is a veteran of the mainland Chinese IT industry with more than 20 years of management and marketing experience. He has held roles including sales general manager for AMD in mainland China and Hong Kong; industry sales general manager at Oracle China; COO of e-commerce site 8848; deputy general manager of Microsoft China; and sales director at DEC. He was president of HiChina, and before joining HiChina he was the main founder and CEO of Langyan Technology. He brings deep multinational management and operating experience, outstanding sales chops, and strong strategic planning and execution ability. After leaving Alibaba in June 2014, he raised a 200-million-yuan fund — Zonghai Capital — and began making angel- and pre-A-round investments.
Investment style: weights the team heavily, believing the team comes before the business model. A team's passion, breadth of ambition, and ability to organize and execute are all central to his decision to invest.
Focus areas: early-stage investing in mobile internet, O2O, cloud computing, smart devices, health, and related fields.
Deals: Yiqianzhuang, Yang'aiche, Chedingdong, and others.
Zhang Chuan: Founding Partner of Linear Capital and of Zhijing Investment
Bio: Zhang Chuan, founding partner of Zhijing Investment and an angel investor. Formerly a senior director at Tmall's soft-goods department, and a supply-chain consulting manager at Accenture (Shanghai) Management Consulting, with work spanning acquisitions and integration, supply-chain management, performance improvement, cost control, process optimization, and innovation management. He studied in Europe, earning an MBA in "Cooperative Strategy and Economic Policy" from Maastricht School of Management in the Netherlands. He has lived in Canada and the US, advised multiple investment firms, and taught part-time at SJTU's overseas and continuing-education schools.
Investment style: projects that improve the user experience, raise quality of life, and advance technology and industry — thereby indirectly pushing society forward.
Focus areas: mobile internet, energy and materials, education, e-commerce.
Deals: Juesheng.com, Dianrong, Tezan, Shequ 001, and others.
Zhao Shiqin: Partner at Innoangel Fund and Executing Partner at Trend Ventures
Bio: A Tsinghua University graduate from the late 1980s. In the early 1990s he founded a software company. In early 1998 he helped launch Intel's venture-capital business in China alongside other Intel colleagues, serving as China manager of the investment division. In mid-2000 he joined Morningside Venture Capital, taking part in or leading investments in more than ten companies. In May 2008 he joined Alibaba Group's strategic investment department, after three years as CFO of Mecox Lane. Over more than five years in venture capital, he took part in or led investments in more than ten companies — such as UTStarcom, AsiaInfo, Sohu.com, Ctrip, Sunda Software, Fudan Kingstar, Jinhong'en, Jinyikang, Supresoft, Shangce Technology, Chinaquest.com, 7135.com, and Shengrun — of which three went public via IPO, one was in roadshow, and two went through MBOs, earning the fund more than $100 million in net profit.
Focus areas: mobile internet, hardware, lifestyle consumption.
Deals: Renrenxiang, Fengtu Hezi, Fenggejia, Qututushi, and others.
Li Jiahu: CEO of Tunlan Investment
Bio: Li Jiahu worked at Alibaba from 2001 to 2012 as a senior analyst, covering market research, product research, website operations analysis, customer-service process management, sales-data management, financial analysis, strategy research, and strategic investment. He specializes in exploratory research and deal follow-up in TMT, consumer goods, and chain businesses.
Tunlan Investment: a fast-rising, distinctively styled professional venture-management firm. Since its founding it has managed more than 20 billion yuan in assets and backed more than 60 companies. The funds it has launched include the "Fengyun Zheshang" angel (VC) fund, a regional industrial-revitalization fund, a PE & buyout fund, and an overseas M&A fund.
Investment style: a distinctive eye, with a particular fondness for novel business-model design.
Deals: Youxian Diancai, 59store, Shangzhuang, Yingyushuo, Huaxia Shoucang, Xinfeng Xiaochi, Zhuliangtian, Kaishi Zhongchou, Chemayi, Dianshangbao, Baobei Zoutianxia, Gongmao Technology, Kuke Meidi, and others.
Li Rui: Partner at Shunwei Capital
Bio: Li Rui, partner at Shunwei Capital, with deep experience in internet entrepreneurship and corporate management. He has held senior management and product-operations roles at Haodf.com, Alibaba, Yahoo China, and the 263 Network Group, and has taken part in the early founding of several internet companies — giving him a feel for how internet businesses operate at each stage of their development.
Investment style: build products from real demand, even to the point of serving needs the customer hadn't thought of yet; he prefers to back teams that mix internet people with traditional-industry people, since blending the two gives a more rounded grasp of customer mindset, resources, and internet methods.
Focus areas: TMT, consumption upgrade, and the fusion of internet/mobile internet with traditional industries.
Deals: Shima Finance, Shandiangou, Lizhi FM, Renren Che, and others.
Zhou Zijing: Founder of Ether Capital
Bio: Zhou Zijing, founder of Ether Capital (Yitai Capital). He was previously a vice president at China Renaissance, where he led a number of financing deals including Meilele, Tujia, Liepin, Changba, Umeng, Longtu Games, and Youyuan. Before China Renaissance, Zhou was a senior product manager at Alibaba, leading a 20-person product-operations team. Before that, he had founded the web-gaming company Jinyu. Zhou is also an active angel investor, with investments including Toutiao, Tuanche, LOHO Eyewear, Xiaomai Gongshe, and Ailvxing. He holds a master's in computer science from Tsinghua University and a bachelor's in physics and computer science from Zhejiang University.
Focus areas: angel-, A-round, and other early-stage financing, with a long-running interest in the internet's remaking of traditional industries — verticals such as autos, real estate, travel, and finance, as well as O2O and smart hardware.
Deals: Sixiang Kongjian, Chifar, Woniu Zufang, Shejian Lvxing, and others.
Shen Jianming: Partner at Onion Fund
Bio: Shen Jianming, partner at Onion Fund. He has served as a VP at Sina, a VP at Yahoo, and a VP at Alibaba, focusing on business development and strategic partnerships, with 15 years of internet experience and deep accumulated resources. In November 2006 he joined Alibaba Group as a vice president of Alibaba and a vice president of Yahoo China, overseeing Yahoo China's marketing, PR, and email business development.
Focus areas: mainly new energy, new materials, machinery and equipment, and related industries.
Deals: Wu'er Dingzhi, Duobao, and others.
Jiang Haibing: Founder of Duoniu Capital
Bio: Founder and CEO of 500mi, co-founder of Hangzhou Fudi Startup Park, and co-founder of Mabole. He once worked at Alibaba and was Alipay's employee No. 2.
Focus areas: mobile internet, finance, e-commerce, tool software, social networks.
Deals: Kaowo, Haiyin, and others.
Qu Tian: Founding Partner of Bat Capital
Bio: Qu Tian, founding partner of Bat Capital. Formerly a vice president at CDH Venture; before that, deputy director of investment and M&A at Alibaba Group, and before that a product-operations person at Yahoo, Tencent, and Sina. He has fifteen years of experience in internet product operations and investment and M&A. At Alibaba's investment arm he brought in and executed the investments in Meituan and UC; during his time at CDH Venture he invested in Dapu.com, Fangdd, and Jinyindao.
Focus areas: mobile internet, lifestyle consumption, e-commerce.
Beyond these, other notable founders from the Alibaba mafia include: Cheng Wei, CEO of Didi; Wu Zhixiang, CEO of Ly.com (Tongcheng); the Mogujie quartet — Li Yanzhu (CMO), Chen Qi (CEO), Wei Yibo, and Yue Xuqiang; Chen Si, president of Zhenai.com; Zhang Lianglun, CEO of Beibei; He Jun, CEO of Tongbanjie; Tang Peng, co-founder and CTO of Yidao; Chen Hua, CEO of Changba; and more.
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