Skip to main content Start main content

Entrepreneurship Nurturing Series│From Business Plan to Fundraising – A Start-up’s Roadmap (Class 3: Fundraising Strategy: How to Talk to VCs and Raise Your First Round)

Training / Workshop

1000 X 450 event banner_roadmap
  • Date

    22 Aug 2025

  • Organiser

    Knowledge Transfer and Entrepreneurship Office

  • Time

    15:30 - 17:30

  • Venue

    BC402  

Summary

💡PolyU Entrepreneurship Nurturing Series💡From Business Plan to Fundraising – A Start-up’s Roadmap (Class 3: Fundraising Strategy: How to Talk to VCs and Raise Your First Round)

理大創業培育系列 從商業計劃到募資—初創全方位指南 (第三課:募資策略:如何與創投對話並完成首輪募資)

日期 Date:22/8/2025

時間 Time15:30 – 17:30

地點 VenueBC402

Language: English (with Chinese subtitles) 語言:英語(設中文字幕)

 

  • VC mindset: what makes a startup investable at the seed stage
    創投思維:種子階段新創企業的投資價值關鍵
  • Fundraising process, investor targeting, and term sheet basics
    募資流程、投資人鎖定與條款清單基礎
  • Common pitfalls and how to prepare for due diligence
    常見陷阱及如何準備盡職調查
  • Venture Funding Management Philosophy
    風險投資管理哲學

 

Speaker: Mr Fred Li, Managing Director, Gobi Partners and the teams

Fred has over 13 years of experience in private market transactions, management operations, and turnaround. He graduated from the University of Hong Kong with a Bachelor of Business Administration in Accounting and Finance. He is a certified HKICPA Certified Public Accountant (CPA) and Certified ESG Analyst (CESGA). 

Fred began his career as a restructuring specialist at Deloitte Financial Advisory Services. Later, he gained full-cycle deal experience and served on the board of directors of portfolio companies during his positions at VC and PE firms, including Senior Associate at Ocean Equity Partners (MFO), Vice President at CITIC’s CLSA Capital Partners, and Executive Director at Hywin International. He also acquired practical experience in business management, successful turnaround, and digital transformation as Group General Manager at Gaia Group, a 1,000 task-force company in his previous portfolio. 

Fred has accumulated valuable experience across technology and business operations, with a focus on university spin-offs, Healthcare & Biotechnology, GreenTech, Enterprise Solutions, and more. He has served as the Lecturer, advisory committee, vetting panelist, trainer, and mentor for ecosystem partners such as Hong Kong’s Universities, BIOHK, HKSTP and Cyberport.

 

講者:李冠樂先生(戈壁大灣區董事總經理)及團隊

李冠樂先生擁有逾13年私募市場交易、管理營運和企業重整的經驗。他畢業於香港大學,並持有工商管理學士學位(主修會計及財務)。同時他也是香港會計師公會(HKICPA)的註冊會計師和認證環境、社會和管治分析師(CESGA)。

李先生的事業生涯始於德勤財務顧問服務部擔任重組專員。此後在多家創投和私募股權基金任職期間,積累了全週期交易經驗並擔任投資組合公司董事,包括灝信資本(MFO)資深投資經理、中信里昂資本(CLSA Capital Partners)副總裁以及海銀國際(Hywin International)執行董事。

 

作為先前投資組合公司Gaia Group(一家擁有1,000名員工的企業)的集團總經理,李先生成功實現了企業轉型與數字化變革,積累了實戰商業管理經驗。

 

李先生在科技投資與商業運營領域經驗豐富,尤其專注於高校技術轉化項目、醫療和生物科技、綠色科技、企業解決方案等領域。他長期擔任香港各大學、香港生物科技學會(BIOHK)、香港科技園(HKSTP)及數碼港等生態合作夥伴的講師、顧問、評委及導師。

 

 

Your browser is not the latest version. If you continue to browse our website, Some pages may not function properly.

You are recommended to upgrade to a newer version or switch to a different browser. A list of the web browsers that we support can be found here