Archive - Japan Business Insights

Japanese Software Industry: Current Perspectives & Observations

Including a brief overview of an increasingly Enterprise focused micro-cap software company with a catalyst-driven, highly asymmetric upside through…

Dec 10, 2023 •

Japan Business Insights

August 2022

Today's Software PE Opportunity in Japan: PIPEs > Growth Equity > LBOs...Tee'ing Up A One-Day "Roper of Japan"

An engaged "private equity in public markets" approach offers up the most sizable, scalable & actionable private equity opportunity today in Japan's…

Aug 7, 2022 •

Japan Business Insights

April 2022

The Globally Unique Opportunity For B2B SaaS Incubations in Japan

An acute tech talent shortage, still very low SaaS adoption, a maturing tech M&A market & few alternatives to "go-go" VC capital currently define the…

Apr 3, 2022 •

Japan Business Insights

December 2020

Demae-Can: The LINE "SuperApp" Backed Meituan, Doordash, & Just Eat Takeaway of Japan

Fully backed by "SuperApp" LINE, Demae-can is now set to "own" the domestic food delivery market & ultimately all local commerce logistics, aiming to…

Dec 7, 2020 •

Japan Business Insights

October 2020

tsukuruba: Building The Redfin - And Soon-To-Be Opendoor - of Japan

Overlooked & misunderstood by investors, tsukuruba is in the early stages of fully digitizing & redefining the end-to-end buying experience within the…

Oct 26, 2020 •

Japan Business Insights

Broadleaf: The Vertical SaaS Enabled E-Commerce Marketplace for the Japanese Auto Aftermarket

Its legacy software already the de-facto industry standard, Broadleaf is transforming itself into a data-driven, SaaS-based cloud platform to power its…

Oct 4, 2020 •

Japan Business Insights

September 2020

NGTG: Building The Danaher of Japan

Privately held NGTG is executing a buy-and-hold serial acquisition strategy focused on small to medium-sized manufacturing businesses. With a proven…

Sep 5, 2020 •

Japan Business Insights

August 2020

BASE: Japan's "All-In-One" Shopify, Etsy & Stripe

With Q220 aggregate GMV & sales increasing by 133% & 177%, respectively, & its valuation up ~9x since March 2020, this "gem" has been…

Aug 29, 2020 •

Japan Business Insights

Chatwork: Japan's SMB Focused Slack - Overview & Q220 Earnings Summary

Having launched its core Slack-like business messaging service in 2011, Chatwork has grown into a $575M publicly listed SaaS company in Japan

Aug 18, 2020 •

Japan Business Insights

The AfterPay (& Affirm) of Japan: Paidy

Before diving into the fun stuff, let's start with some clarifying background details... When thinking about the ways in which consumers pay for goods…

Aug 14, 2020 •

Japan Business Insights

July 2020

"Going Global": The Int'l Syndicate Investing In & Powering Late-Stage Japanese Startups Abroad

Summary The market for late-stage growth capital in Japan is nascent, though now emerging The Japanese startup ecosystem lags global peers re: building…

Jul 26, 2020 •

Japan Business Insights

First-Of-Its-Kind: A Japanese SMB Focused U.S. Listed SPAC

One thing you may notice when looking at the U.S. stock market of late - aside from the astronomical valuations of SaaS companies, the vertical stock…

Jul 6, 2020 •

Japan Business Insights

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