Team discussion

Gathering Wisdom · Walk Far Together

Founded in October 2021, jointly established by financial elites, industry leaders, and academic experts. Adhering to "Integrity First, Value Navigation," the cumulative profits from participated projects exceed 280 million RMB, covering new energy, hard technology, private equity, and REITs.

Navigator Zhao Chen: Top finance master's degree, former Goldman Sachs investment banking expert, honing global practical capabilities, building cross-domain resource landscape, and promoting the formation of a composite team.

Rigorous Operation · Dual Funnel

Only 5% of targets enter the team's recommendation pool

① Project Investigation Team

Deeply engaged in new energy, hard technology, and AI startups, on-site investigation of market potential. Footprint covers frontier tracks.

② Risk Analysis Team

CPA/Lawyers/CFA due diligence checklist of 120+ items, comprehensive penetration of finance, law, and qualifications.

③ Selected Recommendations

Dual verification pass rate is only 6%, entering the internal investment pool, member-exclusive co-investment channel.

Glorious Milestones · Precise Gains

2021

China Energy Conservation · Nova Power New Energy

+50 Million

Early layout in new energy, deep collaboration with industrial capital, laying the foundation for green investment.

2023

Co-investment with Hillhouse Capital

+80 Million

Standing side by side with top institutions to capture growth-stage leaders, validating collaborative capabilities.

2024

Hard Technology & New Materials Field

+150 Million

Heavy investment in semiconductors and aerospace materials, setting a team annual record.

2025

Frontier Layout · Ready to Go

In Preparation

AI startups, REITs IPOs, private equity deep evaluation, multiple projects have been added to the pool.

2026 · Frontier Focus

AI

AI Startups

AI infrastructure, vertical models, 8 companies have been researched, joint technical experts due diligence.

REITs

REITs IPO Subscription

Affordable rental housing, warehousing and logistics REITs, multiple projects have passed the review, capturing excess returns.

Private Equity

Private Equity Deep Evaluation

Healthcare, overseas dark horse funds, manager due diligence in progress, stay tuned.

Core Team · Walk Far Together

Zhao Chen
Zhao Chen
Founder & Leader
Former Goldman Sachs financial elite, top finance master's degree, building cross-domain resource landscape.
Zhang Yan
Zhang Yan
Co-Partner · Industrial Strategy
Former private equity partner, deeply engaged in hard technology and new energy, over 20 years of industry experience.
Chen Rui
Chen Rui
Hard Technology Expert
Li Min
Li Min
Risk Control Partner
Wang Lei
Wang Lei
Legal Compliance Advisor
Zhou Zheng
Zhou Zheng
Macro Strategy
Wu Tao
Wu Tao
Senior Analyst

Integrity First · Value Navigation

Walk far together, continuous breakthroughs. Focus on AI, REITs, private equity, preemptively positioning for members.

  • Integrity First — Information Transparency
  • Value Navigation — In-depth Research
  • Extreme Risk Control — Protecting Capital
chengsheng@value.cn
China · Beijing Financial Street
Member Hotline (Internal Access)