Mekong Capital
Consultant, Business, and Investment in District 1, Ho Chi Minh City, Vietnam
WE ARE PIONEERS IN ONTOLOGICAL PRIVATE EQUITY
We used to do Private Equity like everyone else. We thought that giving our investee companies solutions and knowledge would help them excel, but it did not make much impact. In 2007, we embarked on a 3-year transformation journey and invented a new approach to adding value to our investee companies.
Our approach, Ontological Private Equity, is in the domain of transformation. It focuses on who people are being, and how situations occur for them, as access to delivering results. This leads to breakthroughs in performance, and ultimately the achievement of the investee companies’ visions.
WE CONSISTENTLY ADD VALUE FROM VISION DRIVEN INVESTING FRAMEWORK
In the early years, we applied value-addition programs focusing on best practices such as Six Sigma, Lean Manufacturing, manuals of best practices, etc. We had lots of ideas that we thought would help the investee companies. However, no matter how great our ideas were, this had little or no impact.
In 2009, concurrent with Mekong Capital’s own transformation, we developed a new Vision Driven Investing framework (VDI). VDI requires that our partnership with every investee company begins with their own committed vision for their future. Starting from their committed vision, the VDI framework is essentially 15 perspectives to look from. Each company can continuously discover what works for them towards fulfilling their breakthrough vision.
THAT CORRELATE TO OUR PORTFOLIO PERFORMANCE
Since 2009, we have seen an extremely strong correlation between the performance of each investee company and the degree to which they implement the VDI framework. This however is no coincidence as the VDI framework has been continuously revised based on what’s working best, or not working, at our investee companies.
In other words, the companies that have achieved the greatest mastery of the 15 VDI spaces are the same investee companies that have been the most successful in our portfolio.
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