Thrasio (we sold a brand to them in 2020) is going bankrupt after raising $3.4 billion and ALMOST making it to IPO 😵
several people asked me, "will there be good opportunities to try to buy their assets?"
here's why the answer is no, and 3 factors that killed their business.
韓国VCが東南アジア投資のために現地VCとのco-GPモデルとること増えてる。Golden EquaterとKIP、KejoraとIntervest、KBとMDI、Golden GateとHanwhaなど。韓国政府はVC向けのFund of Fundsを運用しており、海外投資を推進している。それもあり最近の韓国勢の動きはとても活発。