I am an investor
GPs, state-owned platforms and government guidance funds - move portfolio monitoring from spreadsheets to a live dashboard, and turn holdings into cash returned.
Post-Investment · Realising the value of hard-tech assets
Turning money invested into money returned
Grow the projects · Manage the fund · Exit the assets
First call free · about an hour · no contract needed
I am a company
Growth-stage hard-tech companies - turn a prototype into a product you can ship, fill key roles, and get ready for the next round and an exit.
What we do
Three things, one relay
Growing the projects produces operating data, managing the fund keeps that data in order, and the exit uses it to prove value. Clients can start with any one of the three and bring in the other two.
- Grow the projectsGrow · Lab to ProductionTurn a lab prototype into a product you can ship. Our industrial platform builds, we support you throughout; it starts with a production feasibility diagnosis.
- Manage the fundManage · AdvisoryNo dedicated post-investment team? It can still run on a fixed rhythm. Our advisors set the rules, track key terms and hold quarterly reviews, and the IVMC system records every step; it starts with a portfolio review.
- Exit the assetsExit · M&A or IPOTurn paper valuations into cash returned. We lead and prepare the groundwork, licensed work is done by our securities partner; it starts with an exit path diagnosis.
Related services
Grow · Lab to Production
When the prototype is done, the production plan is already set
Portfolio companies often get stuck at three hurdles - prototype, yield and production. Our industrial platform builds and we support throughout, taking a lab result to a product you can ship in six steps.
Hurdle 01
No working prototype
The principle is proven, but there is no engineering team, equipment or design-for-manufacturing experience.
Stage 01
Design and pilot
Steps 1–2: design for manufacturing, pilot line
Manufacturability flaws fixed early, the process proven in small batches, and a yield baseline set.
Hurdle 02
Yield will not rise
There is a prototype, but the process is unstable and costly, so it fails the pilot run.
Stage 02
Supply chain and yield
Steps 3–4: BOM and supply chain, first article
Qualified suppliers and a supply chain you can deliver with; yield from ramp-up to stable.
Hurdle 03
Production does not scale
Small batches work, but consistency and capacity break down at scale, and there are no orders to absorb the output.
Stage 03
Orders and knowledge assets
Steps 5–6: first orders, knowledge assets
Real purchasing demand brought in; patents and R&D data kept as evidence for financing and the exit.
Backed by partner manufacturing bases and a contract manufacturing network, with R&D insurance, R&D loans and key hires; every step is recorded in the IVMC system.
IVMC System
From portfolio spreadsheets to a live dashboard
We teach you to use AI, set the system up for you, then improve it with you year by year. It starts with two days of AI agent training.
- Project records
- One file per company, look-through ownership, and reminders of key terms such as ratchets and buy-backs.
- Portfolio monitoring
- Financial anomalies, media changes and missed milestones trigger red and amber alerts.
- Valuation and DPI
- IRR, TVPI and DPI calculated automatically, with multi-scenario valuations and exportable working papers.
- Exit pipeline
- IPO progress, M&A target matching and S-share transfers, flagging exit windows 18 months ahead.
Case studies
Selected work
Clients are anonymised at their request.
Lab to production
Automated pipetting robot: from concept to small batch
A medical hardware team · Biomedical equipment
- Challenge
- The product combined mechanics, fluidics and software, and the team lacked engineering and prototyping resources.
- Solution
- A cross-disciplinary team delivered the structure, hardware and software, built prototypes and organised a small production run.
- Results
- From concept design to a delivered batch of five units.
Executive search
Head of a new-energy research institute
A leading Chinese new-energy company · New energy
- Challenge
- The institute's head was retiring; the role needed a senior leader able to run the whole institute, and candidates were senior and bound by non-compete terms.
- Solution
- We mapped battery and related R&D leaders, followed key candidates over time and organised three interview rounds.
- Results
- Search completed in about two months; the hire started within a month.
- 34
- candidates approached
- 8
- presented
- 1
- hired
Portfolio management
Governance after investment
A Series B AI company · Artificial intelligence
- Challenge
- Rapid growth after the round left governance behind; key agreement terms were not being followed through ahead of the next due diligence.
- Solution
- We deployed IVMC to turn agreement terms into trackable actions, helped build the governance and organisation structure, and supported implementation with our advisors.
- Results
- The governance framework was in place within about six months, and the company passed due diligence for its next round.
- ~6 months
- governance in place
- 1 round
- due diligence passed
Our team
Who you will work with
Amy Zhang
Head, Post-Investment
- Renmin University of China graduate
- Certified Management Consultant (CMC)
- Certified HR manager
- MIIT innovation mentor
- Co-founder of the IVMC value-creation methodology
Zhang Ao
Head, Qingyuan Innovation
- Bachelor's and master's degrees from Tsinghua University
- Shenzhen local leading talent and Tsinghua entrepreneurship mentor
- Links technology sources, manufacturing bases and industrial capital through a venture-studio model
Li Rui
Chairman, Youwang Investment
- Graduate of USTC and CUHK-Shenzhen
- Former Lenovo executive
- Chairman of the Yonggeng Charity Fund (Siyuan Programme)
- Focus on linking industrial capital
Strategic partners
- Industrial platformDesign for manufacturing, pilot runs and first orders
- Licensed securities partnerValuation and capital transactions
- Investment partnerIndustry LPs and M&A buyers
- Insurance partnerR&D insurance and insurance-backed lending
How to start
Step one: a conversation
The first call is free, takes about an hour with the person who leads the work, and needs no contract.
- 01
First call
We contact you within one working day. In about an hour we point out two or three key issues.
- 02
Diagnosis
A production feasibility or exit path diagnosis, quoted to scope; the IVMC system starts with two days of AI agent training.
- 03
Plan and roles
Goals, deliverables, milestones and fees, and who signs, who delivers and who is paid.
- 04
Kick-off
Work moves milestone by milestone, recorded in the IVMC system so you can follow it.
For the first call, it helps to have: the basics of the company or fund, where you are stuck (drawings, prototypes, yield, the portfolio or exit plans) and what you want to achieve.
Questions
Frequently asked questions
Can't find your answer? Call +86 400-009-0406 or leave a message below.
Is the first call free?
Yes. The first call takes about an hour with the person who leads the work and needs no contract. A full diagnosis (production feasibility or exit path) is quoted to scope.
How long does it take to get a prototype?
It depends on the product. We respond to a new request within one working day; relatively simple parts can be delivered in about 30 days. The plan gives the actual schedule.
Can IVMC be bought on its own?
Yes. IVMC is sold separately, as SaaS or on-premises, and also works alongside our advisory services.
How is executive search priced?
As a share of the role's annual salary, paid in stages (offer, start date, end of the guarantee period). The rate depends on the role and the type of search.
Who are your clients?
Investors such as VC / PE firms, government guidance funds, funds of funds and corporate funds, and the hard-tech companies, university labs and corporate R&D teams they work with.
Send us a message
Contact
Choose a topic and leave your details. We reply within one working day. The first call is free, takes about an hour and needs no contract. You can also call our hotline or add us on WeCom.
- Phone
- +86 400-009-0406
- Address
- Room 1707, Building T2, Yuehai City, Luohu District, Shenzhen
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