Phoenix Holdings is a family office in Vietnam, focusing on both traditional finance and tech-driven ventures. Phoenix operates across the full financial services spectrum, including a commercial bank, consumer finance, asset management, and securities. These "Brick & Mortar" businesses work alongside tech-backed ventures like Timo (Digital Bank), Kredivo (BNPL), and Advance (EWA). The firm emphasizes the convergence of Fintech and conventional finance, with a strong focus on regulatory compliance and long-term growth. The portfolio also spans F&B, including McDonald’s, and tech platforms such as Moca and First AI.- Conducted comprehensive research on over 20 PE&VC funds across Southeast Asia and the U.S., focusing on analyzing their investment strategies, key portfolio companies, and overall market positioning. - Researched and evaluated the business models, financial performance, and management teams of multiple startups in SEA. - Actively contributed to the deal sourcing process for M&A opportunities, identifying potential targets and creating detailed presentations. - Performed thorough comparable ratio analysis for companies in industries such as digital banking and waste management, collecting global data and calculating key valuation metrics using S&P Capital IQ. - Compiled and summarized daily news and relevant industry information on financial services, venture capital, private equity, and family offices, keeping the team informed of major market developments.