Mission

Vision

Three verbs

Strategy

Three plays, one per verb

• 撬 · Relate: 大撬中，中撬小. Big names pull in the next tier, and the next tier pulls in the rising builders around them. Our access to top names goes to the top of the ladder: firesides with names like Fei-Fei Li (大) fill the researcher dinners (中), and those researchers bring the builders who come to hackathons and warm intros (小). Measured by O1: 100 top talents, 50% come back. Companies pay for the rooms and the hires (O1$).
• Preserve: 100% 数字化记录，复用. Every call, dinner and interview is recorded, tagged and filed in the Beta Archive within 7 days, then reused in insights posts, client reports, deal memos and LP updates. Unrecorded, a conversation pays once. Recorded, it pays every time it is reused, and it trains the BETA Brain project. Measured by O2: 100% digitized, 80% used. Brokerages and 研学 buyers pay for the insight (O2$).
• 跟投 · Invest. We follow the best lead investors into rounds instead of leading and pricing them. Co-investors bring the deals, the talent bar decides which ones we take, and every co-invest strengthens the tie that brings the next deal. Measured by O3: 10 bar-clearing portfolio companies, 25 active co-investors. Family offices fund the SPVs and the fund (O3$).

Key bets 2026

What we are NOT doing

Customer-value OKRs

Open items: settle by Nov 6

Workspace tools

Knowledge layer