CAI: Mobile Internet "two startups" completely embrace the new trend of investment

Source: Internet
Author: User
Keywords Mobile Internet CAI investment Internet entrepreneurship


Grassroots origin, Webmaster started, the two unique experience of the Chinese venture into the most legendary warrior. But why did he choose his own revolution when it came to the most important harvest of his life?

if it is not an English report in the Wall Street Journal, few people know what country TTG is, what it does, and no one will associate it with CAI. With November 27 officially landed on the Australian stock Exchange, TTG finally unveiled his own mystery: It came from Shenzhen, China, to make bank card coupons business, the IPO day value of 480 million Australian dollars (about 2 billion yuan). In short, this is China's first successful IPO O2O enterprise.





Yes, its angel investor is Cai. So far, TTG is the first one to go public since Cai has invested in Angel investment. At the same time, his early investment in the Storm audio and video has been in the domestic newspaper, waiting in line, and the page tour platform 4399 this year's revenue has stabilized more than 1 billion, is one of the most likely to be listed in 2013.





is a proud transcript for any angel investor, especially for CAI. He is not born in Beijing, Shanghai, Shenzhen and other front-line cities of the first-line companies, no root without foundation, plainly, he came from the circle outside. He is not a prominent graduate of the returnees, he even did not read the high school, when the other people's starting point is Java, C + +, his starting point is Hanyu Pinyin A, O, E (from the pronunciation, this "basic course" to today Cai also did not pass).





1993, when Cai from the small mountain village in Quanzhou, Fujian, when I went to Southeast Asia, no one thought that even the Mandarin-speaking young people would someday be connected to a business called the Internet; the locals will be able to accept all kinds of shoe kings, such as Anta, special steps, and Hong Xing, which sweep China. Even the real estate tycoon, who has been in the top ten for years in the Forbes list, is the Rongmao of Quanzhou, a digital symbol in the eyes of the local people. Doing traditional business, and then discovering the opportunities that others cannot find, is the "Entrepreneurial Bible" in this place. Everything is so natural.





In a way, Cai is a "traitor" to faith. If it wasn't for the afternoon of 2000, he saw in a Hong Kong newspaper that a domain name named "Business" had sold 7.5 million of dollars, and maybe today in the corner of some of China's unknown third-tier cities, you would see a clothing chain that looked like a special cottage, His boss is the CAI that you can't search on the Internet; if he had not made a navigation website called 265 and sold it to Google (the internet giant's only acquisition in China), you might have seen a small webmaster who was shuttling back and forth in Beijing's major internet venues, with a feeling of silk and a middle-aged man. , he handed a business card, it said "Cai wins", and perhaps an English name, such as Mike Cai.





Anyway, he has not inherited Quanzhou (Jinjiang) People's wealth logic, also did not copy their success path ...





of course, it's all just if. It happened that he saw the domain name business that day, it happened that he found the game gate of China's Internet arena-traffic, he happened to have made and achieved his first bucket of gold, the first confidence, he happened to like the angel investment.





"Cai in Quanzhou, Jinjiang area is also very famous, but he belongs to the heterogeneous entrepreneur, differs from there businessman, entrepreneur, he plays the internet to play a name, this is a lot of people do traditional business difficult to do." "Cai-Sheng's fellow friends, famous collectors Cai said.





in fashionable words, this is called "Cross-border". From selling clothes, doing real estate intermediary, investing in stocks, to reselling domain names, self-built websites, digging and investing in internet grassroots entrepreneurs, cai a step by step to subvert the business model of Quanzhou. If it comes down to one thing, it's the traditional internet that allows Chua to discover and hold the chance. But this is "yesterday's story"-with the advent of the mobile internet era, whether cattle or cock silk, are back to zero, put on the same starting line: Because the battlefield is transferred from the PC to the mobile phone.





game rules changed completely, Mike Cai is no longer cai.





"Cai webmaster" and "Cai Angel"





seems to be doomed.





TTG founder Chunco The earliest business is not coupons, distance O2O is 108,000 miles. He has done music downloads, mobile phone e-commerce. In the music download station, he is also the leader of the same field in China, at least in Shenzhen, the eldest. But the internet climate in Shenzhen has not been very good, at least in 2006. So, that year suddenly received a letter from Xiamen invitation, he was a little surprised: Shenzhen did not know a few peers, the field actually have attention to us.





letter is exactly Cai wins, when he began to organize webmaster Assembly, Hope Chunco as a representative of Shenzhen to attend the meeting. At that time, many participants were the most famous people in the Future China Internet Circle: 2005 Webmaster General Assembly photo, Lei and Zhou is sitting side by shoulder; it is in this Congress, Lei and Lee Colling after a long talk, decided to invest him, at the same time, Zhou 祎 know the strange tiger Webmaster and acquired the site; By the year 2007, 酷6网 founder Shanyou's personal profile at the webmaster meeting sounded like "xx excellent workers"--one of the top ten new sharp stationmaster.





that belongs to Ding Lei, Charles Zhang, Li's era, even Lei, Zhou finished veteran have crowded into the webmaster's team, Chunco "stream" and calculate what? but Cai take them seriously. Even the grassroots entrepreneurs, also have the opportunity to speak, pointing to the lake, yy future. This is in line with the host's personal origins: the hero does not ask the source. At the 2006 conference, Chunco met Cai, the former impression of the latter is: the courtesy of everyone is very high, no shelves, but Mandarin sounds laborious.





in 2007 webmaster meeting, Wood Ant founder on stage speech, the first sentence is to thank Cai Win, make Cai win fog. Originally a few years ago when he had to find Cai help, asked if can send a server, CAI also really sent, but later put it all forgotten.





through webmaster Assembly, Cai to Xiongke Miao's team has a more comprehensive understanding, that year it was invested. Over the next two years, Xiongke's team has been trying new directions, and in 2008 finally established with the bank card cooperation coupon mode (at that time O2O concept has not been popular in the country), that is, the dispersed business coupons unified to credit cards, so that vouchers become vouchers, greatly reduced the traditional coupon business of the uncertain link. Afterwards Cai to Chunco said, you know I bought the first domain name? It's called "One Card".





For "Cai Webmaster", there is a problem is not difficult to explain, that is why he knew so many grassroots webmaster. The reason is very simple, he does the domain name business, all day is to deal with strange URLs, the Web site is the webmaster, at the same time, do 265 web site, but also need to constantly update the list of websites, this is not to contact with the various sites and webmaster.





So, "Cai Angel" is how to refine it? This requires "CAI Webmaster" to explain. The so-called angel investors, not the money, not even the vision, but the source of the project, that is, how to ensure that the project is a steady flow of the present in their eyes. And as the king of the Cai win, in a very long time have two magic weapon: 265 and China Webmaster Station (Webmaster House). The former can tell him that which site traffic in the surge, which small stations suddenly come out, this is quantitative analysis, the latter will let him know that the flow of the station and its behind the webmaster is not reliable, that is, the webmaster home played a circle of "key person role", this is a qualitative analysis.






left hand with a knife, the right hand fork, this is "cai stationmaster" Change Body "Cai Angel" of the secrets. In the past nearly 10 years, if say as an angel investor's Cai wins has the competition threshold, that is gathers in his side many other people simply cannot see the grassroots stationmaster.




Suguang, founder of
and Master of Zhuo Masters, is a typical example. Zhuo Master just got Baidu's B-round investment, it's a round of investors are June-Lian capital. And in the June Lian before, is Cai wins first discovered and invested in Suguang liters.





do these two products before, ad copy of Suguang had joined the SP industry and quickly amoy the first bucket of gold. Then he made a Saipan forum out of hobby, namely opda.cn, Nokia's application software to download, his own three years have invested 600,000, the site to do the industry second. Old shouting Symbian Net.





one day in early 2009, Suguang suddenly received the phone Cai wins, said he wanted to talk to him. At this time Suguang just remembered, oneself saw Cai wins. It was 2003, Suguang to accompany a webmaster friends to Beijing a courtyard to participate in the stationmaster get-together, this bureau is CAI wins organization, so will be impressed by this person. But Cai long ago did not remember him, in the words of Suguang Sheng, the party he is "soy sauce."





And Cai from the home founder Yau Jianjun there two Symbian BBS do well, a call Saipan network, another is OPDA. In fact, Cai Vision of the Symbian Network team, later found Suguang sheng.





Cai and Suguang were talked about three times and eventually decided to invest in the latter. That is a Saturday morning, Cai to Suguang sent a text message, said you give me your account number, I will give you the money to call. Suguang, also said to his wife, you see this thing is reliable? His wife said that the account first to the people, not hit you will not lose anything. In this way, Suguang a row of very good bank card number to Cai hair in the past, the digital domain name is extremely sensitive CAI webmaster back to a word: This number is very auspicious ah!





the next Suguang just like all the people. Soon Cai sent a text message, ask the money received No. Suguang not yet. At the urging of his wife, he checked the afternoon, suddenly found that the balance behind a lot of zero. Obviously, this scene is very easy to remind people of "Dahua West Tour" in a classic line: wife, come to see God!





for Cai Angel, this kind of project is called the Sow and reap the fruit. And the story is just beginning.
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