Often our highest performing investees have been more proactive and pioneering than their competitors in:

• building an optimal and scalable digital infrastructure organized around the company’s business goals;
• integrating online and offline in an omnichannel model, leading to a better customer experience;
• applying the Agile framework organization-wide to accelerate the pace of action and discovery, not only limited to IT initiatives;
• implementing a reliable data architecture and Business Intelligence reporting system that provides useful business insights.

Since 2018 we’ve maintained internal resources within Mekong Capital to assist investees to implement these initiatives. This has been well integrated into the Vision Driven Investing framework, which has specific elements to address Digital Transformation, Agile and Data Analytics / Business Intelligence.

Increasingly we are exploring how AI may best enable our investees to achieve breakthroughs in performance. Several of our investees, such as Gene Solutions and F88, were early adaptors of AI, particularly for data analytics. We are currently exploring how AI can best lead to improvements in performance among our wider portfolio of investees. At this stage we believe its important to separate the hype from how AI can enable core business processes to be more efficient or reliable.