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保送清华,王兴师弟,他5年晋升软银中国合伙人,只看万亿大生意

2017-4-28 21:32| 投稿: caiflyer| |来自: 互联网

摘要: 钱都花在哪儿哪儿就是万亿级市场采访周晔的时候已经是工作日的晚上。我们在软银中国安静的办公室中畅谈他的投资理念。正如窗外散尽一天繁杂后的夜色一般,周晔对中国几大万亿级市场做了冷静的复盘。2011年,周晔离开 ...

钱都花在哪儿

哪儿就是万亿级市场

采访周晔的时候已经是工作日的晚上。

我们在软银中国安静的办公室中畅谈他的投资理念。正如窗外散尽一天繁杂后的夜色一般,周晔对中国几大万亿级市场做了冷静的复盘。

2011年,周晔离开了管理咨询业巨头麦肯锡,加盟老牌投资机构软银中国。

短短不到5年的时间,他迅速晋升为合伙人,其间投资了包括好屋中国、TalkingData、理才网、咕咚、天天拍车、易贷网金融/摩尔龙、八爪鱼在线旅游、智阳网络、工资钱包等一系列项目。

周晔拥有加州大学伯克利分校电子工程和计算机系博士学位,但如今他身上已经很难看到理工男的影子。

比起“周总”这个称呼,他更习惯被人称为Mervin或者周博士。

“周博士是一个非常理性的人,而且思维非常超前。他对行业的前瞻性判断,事实证明都是对的。”软银中国投资的智阳网络CEO王颖娜告诉邦哥。

确实如此,去年专注于提供人力资源SaaS服务的智阳网络完成了2亿元人民币C轮融资,而周晔则是这家公司的首个机构投资人,也是公司的董事。

没有风口,没有鸡血,一如他对投资本质的理解:

如果一个企业能够帮助行业提高效率并真正地创造社会价值,那么财务回报将必然是这一过程的副产品。

只关心万亿级的大生意

在TMT领域,周晔主要关注两大投资主题:

第一个是用互联网、移动互联网、人工智能等技术手段改造万亿级传统垂直行业的机会;

第二个是创造实际价值的专业服务提供商。

说起如何寻找万亿级市场时,周晔说有一个很简单的判断方法——去看大家的钱主要花在哪里,像金融、房产、汽车、旅游等行业都是巨大的万亿元规模的存量市场。

周晔认为,想要激发新的需求,再造万亿级的增量市场是非常难的,然而很多万亿级的存量市场在等待着被互联网改造,只要方法正确,通过创新的模式和技术,即便咬下一小口,收获也是巨大的。

周晔介绍,近几年,TMT领域有一个非常明显的变化:互联网技术已经从之前以信息平台为主逐渐转向了以交易平台为主的模式。这得益于互联网渗透率的提升,以及互联网支付的深度普及。

而最早的交易平台其实就是电子商务。早在2000年软银中国就投资了阿里巴巴,随后,淘宝引领了中国电子商务的发展。早先的电子商务,其本质是解决了标准化产品在网上交易和销售的问题。

周晔说,从整个国家的GDP来看,标准化产品的零售其实只是很小的一部分,而非标准化产品或者是服务占了GDP更大的比重,比如金融、房产、二手车、人力资源。而利用互联网和移动互联网改造这些非标准产品或者服务行业的项目,正是周晔近年来关注和追踪的重点。

这些项目都有有一个非常接近的模式——B2B2C。

这些非标准产品或者服务行业往往都需要人来提供服务。这个模式中的第二个B,通常被称为“小B”,就是在行业中普遍存在的小微服务商。对于很多行业来说,他们是不可或缺的存在。

如果能够将这些小B聚集在一个平台上,为他们服务并充分提升其效率,将会对整个行业的效率提升产生巨大的价值,而这类提供服务的B2B2C平台公司也是周晔非常看好的商业模式。

独立思考带来的超前理解

对于自己投出的改造传统行业的案例,周晔举了好屋中国作例子。

好屋中国的团队是在苏州起家的。周晔最早接触好屋中国的时候,他们还没有任何外部投资人。当时周晔研究发现,好屋所用的互联网众销的模式在苏州已经跑通了,虽然交易量不大,但他预感这是一个大趋势。

简单来说,好屋中国就是把中国许多零散的房产中介和销售人才用互联网整合起来作为平台上的经纪人,也就是小B。

另一边,好屋中国对接开发商的房源,让这些经纪人在销售自己二手房的同时,顺便销售平台上提供的其他新楼盘。

如果新房成交了,经纪人可以拿到佣金,而开发商则省去了大量的营销获客费用。

本质上,这种模式提升了整个行业的交易效率,而周晔在快速对比了行业里面其他的同类公司后,果断投资了好屋中国的A轮。经过短短一年多的全国扩张后,好屋中国的净利润已经达到了一个多亿。

另一个则是做企业服务的理才网。创始人陈谏之前创立的人力资源软件公司早年被用友收购,陈谏担任了用友HR事业部负责人,后来又加盟金蝶主管HR产品,属于HR企业软件行业的领袖型人物。

后来他离开大公司,带着之前在行业里十几年的积累重新创业,直接将行业里之前收费的企业级软件做成SaaS模式,并进行了移动化和免费化,同时他还组建了包括前金蝶、用友的销售冠军和资深研发在内的一支团队。

周晔认为,这样的团队很懂行业,执行力强,模式也非常符合未来趋势,成功的概率会很高,因此软银中国作为第一家机构投资人在A轮就投资了他们。

理才网属于人力资源的范畴,而周晔对这个领域很早就开始布局了。在他看来,工资是普通人的主要收入入口,同时也包含了社保、福利、保险等,这些东西组合起来形成的人力资源是非常大的市场。

“我认为这里面一定会出现巨头,而在我们投资之前还没有太多人关注这个行业。”周晔说。

开头提到的智阳网络利用SaaS交易平台连接起了全国各类小型的人力资源外包服务商,在它成立之前,人力资源行业一直在进行残酷的价格战。

创始人王颖娜说,她在人力资源行业做了很多年,自然想到了用SaaS来改造产业。不过,在和周晔的交流中,她才发现人力资源真正的潜力。

“周博士显然不仅仅将目标放在SaaS工具上。他从一开始就认定,围绕着工资的各项服务都和钱相关,最终将成为金融服务。”周晔对她说,人力资源比银行、电商更加靠近客户,所以有潜力在未来成为各项金融服务的入口。

至于为什么会有这种超前的认知,周晔对邦哥说了两点:独立思考判断和积累行业人脉。

从理工男到投资人

实际上,假如回顾周晔的成长经历,比起现在老辣的投资人形象,他一直都是一个高智商的理工男。

上中学期间,周晔是搞竞赛的。高中时他进入了上海市华师大二附中的全国理科班——教育部直属的试点班级,制度非常灵活,不用参加高考。

周晔在高一上学期就学完了整个高中物理的内容,期末时在高考试卷的测试中拿到140多分获得了免修资格,高一下学期学完了大学普通物理的课程。

本科他被保送进入清华大学电子系,在大学几年一直都是班里成绩第一的“学霸”。值得一提的是,美团创始人王兴当时是他在清华大学电子系的师兄。

毕业后,他被加州大学伯克利分校以全额奖学金入学攻读电子工程和计算机系博士。在美国期间,周晔自己第一次创业。

当时Facebook刚刚兴起就风靡全美,一度成为国内创业者竞相模仿的对象。相比王兴在国内搞的校内网,当时身为伯克利华人学生会主席的周晔则在美国做了一个留学生版的Facebook。

虽然后来公司被红杉资本投资的一个公司收购,但周晔回忆这段创业历程说那并不算是一次特别成功的创业,对他而言更多算是一段不错的经历。

由于这段创业经验,周晔在腾讯美国帮助其进行类Facebook的产品规划工作,后来腾讯也曾邀请他回深圳总部做内部孵化创业工作。然而,当时周晔觉得,作为一个理工男,自己缺少商业上的系统化训练,这可能会对自己未来的发展造成限制。

于是,他决定去麦肯锡做战略咨询。

周晔告诉邦哥,在麦肯锡他接触到了很多不同的行业,掌握了如何在短时间内快速学习、分析并理解一个行业的能力。他个人也很快从一名咨询顾问升职成为带领咨询团队的项目经理。那时,他面临了人生第二个职业生涯的十字路口。

最终他在2011年选择了软银中国,然后才有了现在的软银中国合伙人周晔。


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