PISA IELTS

PISA Education and Communication Joint Stock Company is a leading provider of IELTS/PTE/SAT test preparation courses for middle and high school students in Quang Ninh province. The company is a Diamond Partner of IDP and a Gold Partner of the British Council.

With core values focused on customer satisfaction and a consistent and clear educational philosophy, PISA aims to become one of the leading educational providers in the market over the next five years.

About the project: Enhance leadership and middle management capabilities, gain insights into the team through in-depth interviews, propose solutions to address challenges, strengthen the core competencies of the Accounting and Finance Department, the Human Resource Development Department, establish financial strategy and risk management, and build strong relationships with investors throughout PISA’s development journey.

Establish a Board of Directors with clear roles, responsibilities, and organizational structure. Implement a joint-stock company structure, including share issuance and standardized meetings, to safeguard shareholder rights and interests, and recognize the contributions of individual investors and financial shareholders.

By understanding PISA Ielts’ needs and working alongside them, Equitix Investing will help them optimize their management skills and business model. We also will identify a business strategy that aligns with investor expectations, create professional and compliant offering materials, and strengthen internal factors before seeking investment. Additionally, they will help PISA Ielts define a 3-7 year vision for a future IPO roadmap.

Once PISA Ielts is ready, Equitix Investing will package and prepare the company’s profile and valuation for presentation to suitable investors within our extensive network of over 300 investors, targeting deals ranging from $1 million to $50 million.

Swiss Vita

Swiss Vita Co., Ltd., established in 2015, is a team of experts dedicated to researching and distributing the most reputable health supplements and cosmetics for the Vietnamese market. With the motto “FOR A HAPPY AND HEALTHY LIFE”, Swiss Vita strives to provide the highest quality, most reputable, and effective products to promote comprehensive well-being for all Vietnamese.

Swiss Vita is a leading distributor of health supplements and cosmetics. Their products are sourced from reputable suppliers in Europe, including France, Germany, Italy, Switzerland, Poland, the United Kingdom, and Spain. The company is committed to providing our customers with the highest quality products to support their health and well-being.

Equitix Investing has worked closely with Swiss Vita to optimize its management capabilities and business model, identify a business strategy that aligns with investor standards, prepare professional and compliant offering documents, and optimize internal factors before seeking investment from various rounds of investors. Equitix has also helped Swiss Vita define a 3-7 year vision for its future IPO roadmap.

Equitix Investing’s Scope of Work:

• In-depth interviews: Conduct deep interviews with the Swiss Vita team (BODs, department heads, employees, target customers, and competitors).
• Business assessment report: Prepare a comprehensive business assessment report that outlines the current state of Swiss Vita’s operations, including: organizational structure and work environment, human resources, information technology, process overview, data and reporting systems, and financial accounting. 
• Develop a comprehensive plan to identify, address, and eliminate current issues and challenges within the company.
• Formulate tailored financial and business strategies for each department, outlining clear action plans, responsibilities, timelines, resource requirements, and success metrics.
  • Develop and implement comprehensive business strategies using frameworks such as EFE, IFE, IEM, SWOT, and QSPM.

  • Financial Strategy and Capital Raising:

    • Formulate a detailed financial strategy for the next five years, incorporating historical financial data.
    • Collaborate with stakeholders to establish financial targets and determine capital requirements after considering reinvestment, depreciation, and capital usage costs.

  • Governance and Capability Framework:

    • Establish a robust governance framework using the Balanced Scorecard (BSC) and Key Performance Indicators (KPIs) or Objectives and Key Results (OKRs).
    • Implement a 3P compensation and benefits system to attract and retain top talent.
    • Develop and implement standardized operational procedures to ensure consistent and effective business processes.

  • Technological Enhancements and Pre-Funding Preparations:

    • Analyze existing operational procedures and identify opportunities for technological enhancements.
    • Incorporate these technological advancements into the company’s operations before seeking funding and valuation.

After finalizing preparations, the company will package its offering and approach suitable investors for a targeted valuation of $3 million.

DENIS

Denis is a footwear brand that has captured the hearts and minds of GenZ customers, becoming one of the top-selling brands on online platforms.

With a focus on creating comfortable and easy-to-wear sandals, the Denis team is constantly innovating and developing their essential product line. Inspired by the beauty of sports, they infuse their designs with youthful energy and a sense of style that resonates with young consumers. Their standout products include slides and sandals.

By providing Denis with in-depth surveys, interviews, and a comprehensive business diagnosis, Equitix Investing equipped the company with valuable insights and actionable recommendations to address its challenges and pursue growth opportunities. The challenges include:

a. Organizational structure and working environment
b. Human resources
c. Information technology
d. Process overview
e. Data and reporting system
f. Financial accountant

– By implementing these tailored solutions and effective tools, Equitix Investing empowered Denis to effectively address the identified issues in accordance with the company’s current stage and situation.

– Following the in-depth analysis and tailored solutions, Equitix Investing embarked on the next phase: crafting comprehensive financial and business strategies for each department within Denis. These strategies were meticulously designed to align with the company’s overall objectives (revenue, cost, and profit) and pave the way for sustainable growth. The strategies include: 

a. Business Strategy & Business Model: EFE, IFE, IEM, SWOT, QSPM, SPACE.
b. Financial strategy and capital sources for the next 5 years combined with input data from previous years.
c. Discuss and finalize targets for each year to agree on the capital source to call after reinvesting, depreciating and paying the previous year’s capital usage costs.
d. Building a management capacity framework: BSC – KPI, 3P salary system, technological system and operation procedures for the company. (Calculate the execution capacity of the existing team.)
e. From the company’s operation procedures, build and add technological features before calling for capital and pricing.

– Then package and offer to suitable investors.

Learn more at equitixinvesting.com

Viet Air Filter., JSC

Established in 2008 in Binh Duong, VAF has specialized in filtration and cleanroom equipment solutions. With a steadfast commitment to innovation and quality, VAF has garnered a reputation as a trusted partner for businesses across diverse industries.

Since its inception in 2008, VAF has embarked on a remarkable journey of growth and innovation, relentlessly expanding its scale, technological prowess, and manufacturing processes to meet the evolving air filtration needs of its esteemed clientele. The company’s product portfolio encompasses a diverse range of solutions, including cleanroom equipment, pre-filters, HEPA filters, carbon filters, and more.

VAF’s unwavering commitment to excellence has propelled it to the forefront of the air filtration and cleanroom equipment industry, establishing itself as a market leader with an annual production capacity exceeding 100,000 units. From its humble beginnings with a mere 11 employees, VAF has grown into a thriving enterprise with over 100 team members operating across its head office, manufacturing facility, and a network of distributors and branches spanning the nation.

VAF’ core values: Prestige – Professionalism

VAF are driven by an unwavering vision to revolutionize Vietnam’s cleanroom industry. Their commitment to innovation and excellence is deeply rooted in the desire to provide customers with world-class cleanroom solutions, meticulously crafted by their team of Vietnamese engineers and scientists.

Equitix has partnered with Thanhs, a consulting firm with 22 years of experience in brand strategy, business strategy, and corporate governance, to collaborate with VAF on the following tasks:

A) Survey and evaluation of business strategy & business model: EFE, IFE, IEM, SWOT, QSPM.

B) Financial & Capital Strategy Phase 1

C) Financial & Capital Strategy Phase 2

D) Organizational restructuring strategy & brand strategy

• Implementing organizational restructuring and brand development strategies.
• Providing training in BSC-KPIs and salary 3P system.
• Assessing readiness to apply ERP technology, including 14 aspects.
• Measuring, evaluating and adjusting.

FOUNDERS FORUM PRIVATE 100

Founders Forum Private 100 is an exclusive community of founders designed for candid conversations and discussions on:

• Best practices, management strategies, and business models.
• Perspectives on macroeconomics, informed decision-making for businesses, and behind-the-scenes stories in the financial markets that impact business operations.
• Beyond business topics, the group provides a space for personal connections and lighthearted moments, allowing founders to unwind and connect on a deeper level.
• Common lifestyles and drives to make a significant impact, creating a supportive environment where they can learn from and inspire each other.
• The exchange of information, opportunities, and support, encompassing both business and personal endeavors.
• Well-being, with opportunities for relaxation and rejuvenation amidst demanding schedules.

The core values ​​at Founders Forum are

1. Respect: 

Members respect positions, hierarchies, differences, perspectives, and personal privacy

2. Practicality:

• Practical in content and information: The information provided should be useful, relevant, and actionable. It should be something that the recipient can use to make a decision or take action.

• Practical in the value brought to each other: Values related to health, spirituality, management experience, business, and investment.

• To be practical, it is important not to be complaisant.

3. Mutual Care and Support:

• Unconditional feedback and support: We are committed to providing each other with unwavering feedback and support. If we are unable to do so for any reason, we must communicate this openly and respectfully. We understand that there may be delicate situations that require discretion, but we will not let fear of offending or damaging relationships prevent us from providing honest and constructive feedback.

• A collective of influential individuals: We aspire for Founders Forum Private 100 to be a gathering of highly influential individuals who share a common vision, values, and aspirations for building businesses, fostering robust ecosystems, and cultivating meaningful relationships.

Lost Birds – Crafted & Seasonal

Lost Birds, a new Thao Dien cocktail bar by a Founders Forum Private 100 member, opened in December 2023. It offers handcrafted cocktails and a vintage vibe, aiming to be a place to unwind and connect.

Inspired by the metaphorical journey of “lost birds,” Lost Birds presents a unique cocktail bar experience that blends handcrafted creations, seasonal ingredients, and a captivating vintage ambiance. The bar’s exterior exudes a weathered charm, while its interior unveils a warm and sophisticated haven, designed to foster meaningful connections and provide respite for weary souls.

Lost Birds is currently embarking on a comprehensive market research, laying the foundation for its expansion into a full-fledged entertainment complex. The business has identified the HENRYS (High Earners but Not Rich Yet) as a key target market for its expansion plans. This demographic comprises individuals with high incomes but not yet at the level of ultra-wealth, representing a significant and growing segment of the population.

Lost Birds is also a frequent destination for entrepreneurs and founders of the Founders Forum.

AUMY WINE CELLAR

Nestled beneath the bustling streets of Saigon, AuMy Wine Cellar occupies a prime location steeped in history. Once a vault for the State Bank of the former regime, this expansive 400-square-meter cellar boasts a rich heritage. Constructed with utmost resilience by past administrations, its meter-thick concrete walls and sturdy cast-iron reinforcements exude an aura of enduring strength.

Despite its robust construction, the cellar boasts an exceptional ventilation system that ensures optimal air circulation. Its subterranean location contributes to its inherent coolness, while a comprehensive fire suppression system and two spacious emergency exits further enhance its safety and security.

This unique architectural design renders the cellar an ideal haven for discerning wines, which demand a cool, dimly lit environment. As is well known, fine wines, while masterpieces of Western culture, face the challenge of Vietnam’s hot and humid climate, with excessive light exposure causing these exquisite bottles to deteriorate within a mere one to two years of storage.

Premium wines require a minimum of five to ten years in the bottle to fully develop their exquisite qualities. Vietnam’s climate, particularly in Saigon, accelerates this deterioration if proper storage conditions are not met. AuMy Wine Cellar stands as the sole sanctuary, offering a cool, romantic, and sophisticated haven for discerning wine enthusiasts to enjoy themselves.

Patrons can embark on a delectable journey through the world’s finest wines, carefully curated from renowned wine-producing regions such as France, Italy, the United States, Spain, Portugal, Germany, and Russia. These exceptional wines are perfectly complemented by various great foods crafted by our esteemed five-star Chef.

Learn more about AuMy Wine Cellar at: hamruouaumy.com

Vietnam Australia Auditing Company

Established in 2007, Viet Australia Auditing Ltd. is a fully licensed and independent audit firm.

Viet Australia specializes in providing the following services:

• Financial statement audits and related services
• Project completion statement audits
• Tax advisory
• Accounting
• Business valuation
• Business consulting and solutions
• Representative offices
• Virtual offices
• Training and recruitment

Viet Australia maintains its headquarters in Ho Chi Minh City and has a network of three branches, including one in Australia, and ten representative offices.

Leveraging its extensive network and profound experience working with both domestic and international clients, Viet Australia has developed a deep understanding of the unique business characteristics across diverse industries.

Viet Australia’s team of over 120 professionals comprises European experts, Vietnamese and Australian CPAs, all with extensive experience at leading global auditing firms. This team possesses in-depth knowledge of domestic economic activities, market entry policies and procedures, and a comprehensive understanding of Vietnamese tax, accounting, auditing, legal, and consulting regulations.

Viet Australia has earned the trust of over 500 enterprises and financial institutions, successfully delivering services to them, and has conducted audits and valuations for over 2,000 projects.

Viet Australia’s accolades include the prestigious Golden Cup Award for Outstanding Enterprise in the Auditing-Tax-Accounting Sector in 2008, bestowed by Saigon Giai Phong Newspaper and the Vietnam Businessmen’s Association, and the Trusted Quality Supplier 2012 certification from NQA – National Quality Assurance, the United Kingdom’s international quality management system certification organization.

Learn more about Viet Australia at: vietaustralia.com

DUVA

Duva is a brand specializing in cargo jeans for women aged 31 to 55. The average order value is VND 550,000.

Duva is a team of 30 passionate young individuals driven to establish a D2C fashion brand with a 30-day return policy for any reason.

Over four years of dedication and growth, Duva has expanded its presence to two markets: Vietnam and Cambodia.

Duva’s young and insightful founding team recognizes the importance of a culture of happiness and service as the foundation for the company’s growth and strategic direction. Structured governance, technological adoption, stringent financial management, and a customer-centric approach are the hallmarks of Duva today.

Equitix Investing collaborates with Duva on the following initiatives:

– In-depth interview survey – interview with the team: (BODs/Deputy Head, employees, target customers, competitors).

– Corporate health check report: identifying current operational activities.

a. Organizational structure and working environment
b. Human resources
c. Information technology
d. Process overview
e. Data and reporting system
f. Financial accounting

– Develop a plan and identify methods and tools to address existing issues and root causes, considering the company’s current situation and timeframe.

– Conduct comprehensive analysis to develop tailored financial and business strategies for each department. Outline detailed action plans, assigning responsibilities, timelines, and resource requirements to achieve established goals (including revenue, expenses, and profit targets). Create a comprehensive development roadmap to present to potential investors.

a. Business Strategy & Business Model: EFE, IFE, IEM, SWOT, QSPM, SPACE.
b. Financial strategy and capital sources in the next 5 years combined with input data of the previous years.
c. Discuss close annual targets to agree on the capital to call after reinvesting, amortizing, and paying the cost of capital of the previous year.
d. Building a framework of management capacity: BSC – KPI, salary 3P system, applying technology, and building operating procedures for the company. (Calculating the execution capacity of the existing team)
e. From the set of operating procedures applied in the company, build and add technology features before raising capital and pricing.

– Then pack and offer valuation to suitable investors.

The overall goal is to raise the valuation (sexy enough) to offer to investors.

Learn more at: equitixinvesting.com

IDEAL FOOD

Ideal Food is a Vietnamese company dedicated to providing fresh, locally grown mushrooms to health-conscious consumers throughout the nation.

Ideal Food’s commitment to innovation extends beyond fresh mushrooms. The company has established itself as a leading provider of frozen and ready-to-eat mushroom products, offering a wide array of convenient and delectable options for consumers. Recognizing the vast potential of mushrooms, Ideal Food actively collaborates with domestic and international mushroom producers and researchers to develop new, even more flavorful, enticing, and nutritious mushroom varieties for the future.

Ideal Food’s founder, a former high-earning public relations executive, courageously left his corporate career to launch an entrepreneurial journey. With a steadfast belief in the culinary and health benefits of mushrooms, he embarked on a mission to introduce this versatile ingredient to a wider audience and encourage its incorporation into everyday family meals. Today, Ideal Food stands as a testament to the founder’s vision, providing fresh, high-quality mushrooms to consumers across Vietnam.

Equitix Investing has identified Ideal Food’s robust business model, high-quality products, and strong core values as key differentiators in the “Made in Vietnam” Fresh and Organic Mushroom market. Recognizing Ideal Food’s immense potential, we partnered with the company to provide strategic guidance and support, leading to the following notable achievements:

– In-depth interviews and surveys with the team: (BODs/Deputy Head, employees, target customers, competitors).

– Reports identifying current problems with the company, including:

a. Organizational structure and working environment
b. Human resources
c. Information technology
d. Process overview
e. Data and reporting system.

– Plans outlining strategies, methods, and tools to rectify existing problems and address underlying issues within the company.

– Analyses of the industry and opportunity cost and action plans to achieve revenue, cost, and profit goals.

Learn more at: equitixinvesting.com

WEBKETOAN

20-year-old accounting community

Webketoan is the leading professional accounting community in Vietnam, specializing in providing specialized knowledge and organizing community connection activities.

After 20 years of establishment and development, Webketoan has built a professional and ethical accounting community, and provided opportunities to access knowledge and leading experts in the profession to support customer career advancement in accounting, finance and business.

Webketoan’s products:

• Tax agency services
• Practical accounting training
• Support services for SMEs
• Accounting services

Webketoan’s target customers are small and medium-size enterprises. Solutions to help businesses manage accounting and finance at Webketoan include:

• Bookkeeping and tax declaration services;
• Chief accountant and consulting services;
• Management accounting services;
• Consulting services for applying technological solutions in business administration;
• Training and coaching services;
• Accounting human resource consulting services.

Webketoan’s founders boast extensive experience in various accounting areas, including tax, management accounting, and business management.

Learn more at: https://webketoan.com.vn/

TAM AN

Tax accounting services/Chief accountants/Reviewing the correctness of financial report

Tâm An is a specialized provider of accounting, company establishment, and business license change services for small and medium-sized enterprises (SMEs) across diverse industries.

Tam An’s products include:

• Chief accountant services 
• Accounting – Taxes
• Management accounting services
• Accounting review services
• Labor and salary services

In addition to core services, Tâm An offers quarterly tax reporting (months 1, 4, 7, 10), year-round recordkeeping for annual financial reports, tax reconciliation, legal tax minimization consulting.

Tâm An is proud of its dedicated and highly qualified team of accountants and professionals. With over a decade of extensive experience in the accounting industry, their team has successfully guided over 898 companies through our comprehensive range of 15+ accounting services. As a result of their unwavering commitment to excellence, Tâm An has consistently ranked among the top 10 accounting service providers in Vietnam.

Learn more at: https://tamanketoan.com/

METAFLUENCE

Metafluence is a revolutionary blockchain-based project that envisions a decentralized virtual city within the Metaverse, governed by social media influencers. This immersive platform empowers users to create their own unique Metaverse identities and engage in a plethora of enriching experiences, such as showcasing and selling NFTs, hosting virtual events, establishing MetaCommerce Stores, acquiring virtual properties, and becoming neighbors with brands and influencers.

Some highlights of the Metafluence project:
– Metahuts: This is a personalized space customized by owner. Users can monetize their influence and engagement in the Metafluence ecosystem.
– Metaclans: Influencers can participate in various events, including family gatherings, public functions, and exclusive VIP events.
– Events: Leveraging their reach and influence, influencers can earn from their following while offering fans exclusive and personalized experiences, fostering a strong and connected community among influencers, brands, and their audiences.
Branding: Metafluence prioritizes metaverse advertising, direct influencer relationships, and event sponsorships. Brands gain access to influencer discovery, campaign performance analytics, and keyword monitoring tools.

Metafluence’s team comprises blockchain enthusiasts with extensive experience in B2B, digital, and finance. The Metafluence project addresses current industry challenges regarding branding and possible audience, empowering influencers to thrive in the future of Web 3.0.

Equitix Investing partnered with VietUnicorn to jointly invest in Metafluence’s Private Sale round. The project has successfully completed its Initial DEX Offering (IDO) on Gate.io, Mexc, BitMart, Pancakeswap, and other exchanges.

Metafluence’s current market cap is 9.38 Mil USD. Information updated on August 15, 2022.

Learn more at: metafluence.com

LAVESTA

Lavesta specializes in crafting delicate and affordable fashion accessories for women. The company’s strategic focus on this underserved market segment presents a significant opportunity to establish a strong brand identity in the burgeoning fashion accessories industry.

Lavesta is pioneering a Direct-to-Consumer (D2C) business model to deliver its exquisite fashion accessories directly to female customers aged 20-35. By leveraging technology-driven platforms like TikTok, the company’s website, and e-commerce marketplaces, Lavesta seamlessly connects with its target audience and streamlines the shopping experience.

Lavesta is powered by a young and energetic team with strong skills in digital marketing. They use the latest online marketing tools to sell their products and plan to improve their delivery system (logistics) as their business grows.

From its inception, Equitix Investing has been a unwavering supporter of Lavesta, providing crucial funding during the seed round. Throughout Lavesta’s remarkable transformation, Equitix Investing has witnessed the brand’s evolving vision, enhanced capabilities, expanding scale, surging revenue, optimized expenses, and growing profitability. As a result, Lavesta has emerged as a formidable competitor in the market.

Currently, Lavesta has a vision towards the Southeast Asian market, which is with a population of up to 700 million people, and promises to become a very promising startup in the market.

Goal: Value the company to $500,000.

CHARME

Charme, a fashion brand that initially catered to a feminine and elegant style, is undergoing a transformation to be a friend of modern career women, providing them with practical and versatile pieces. Remarkably, this brand, which began as a zero-capital startup, has successfully built a strong financial foundation and achieved significant sales within a year.

Recognizing the need for continued growth, Charme is focusing on strengthening its leadership capabilities and developing a strong mid-level management team. This, alongside improved governance practices and a clear strategic vision, will prepare them to attract investment and expand their market share.

Equitix Investing recognizes the challenges faced by Charme, stemming from past experiences and restructuring efforts. However, these challenges also present opportunities for Equitix to provide valuable support during Charme’s development journey.

By acknowledging Charme’s distinct strengths in manufacturing, brand positioning, and market presence, Equitix Investing provides strategic guidance to Charme with the following objectives:

• Build the company’s business model.
• Develop a feasible business plan for the next 3-5 years based on historical data in previous years
• Conduct company valuation
• Make a capital allocation plan based on selected business targets
• Build a warehouse of documents to support the audit/disbursement phase. (Ready to call for capital)
• Set up the company’s financial accounting process.
• Recruit Chief Accountant and General Accountant.
• Survey/Adjust the company’s financial statements: Profit and Loss/Balance/Cash Flow.
• Analyze investment opportunities and capital management methods.
• Connect with investors and the ecosystem that suits Charme’s aspirations and investment strategy.
• Access the right way to enter the Global market in South East Asia.

Goal: make Charme a 5 million-dollar company

KOKODA

Kokoda, a prominent logistics company specializing in round-trip cargo transportation between Phu Quoc Island and Ho Chi Minh City, stands out in the market due to its exceptional service, skilled personnel, strong leadership, streamlined operations, and competitive compensation package in the restaurant and hotel trucking segment.

Kokoda is seeking investment capital to fuel its expansion plans. The company aims to optimize its presence in Phu Quoc, where it currently faces 40 competitors, and expand its reach to 2-3 additional provinces and cities with strong tourism industries. Ultimately, Kokoda envisions establishing a presence in 30 major tourist destinations across Vietnam.

Kokoda’s primarily blue-collar workforce, which is a typical characteristic of the Logistics industry, and demanding operations necessitate a strong leadership team. While the current leadership possesses industry expertise, to achieve Kokoda’s vision of becoming a leading logistics player, the senior management team requires academic knowledge and leadership development. This will prepare them for the company’s 5-year expansion plan, enhance core team leadership and management capabilities, and meet the stringent governance requirements of future investors and board members.
 
Leveraging deep industry knowledge and a collaborative approach, Equitix Investing will empower Kokoda’s growth journey by optimizing management capabilities, refining the business model, and identifying investor-aligned strategies. This comprehensive support includes crafting professional offering documents, optimizing internal operations for investment readiness, and charting a 3-7 year vision for a future IPO.

Equitix Investing will be responsible for:
– Team in-depth interview: (with BODs/Head of Department, employees, target customers, competitors)
– Enterprise Health Check Report, outlining current operational activities:

• • Organizational structure and working environment
  • Human resources
  • Information technology
  • Process overview
  • Data and reporting systems
  • Finance and Accounting

– Plans, methodologies, and tools to address existing defects and root causes within the company.
– Financial and business strategies for each department, outlining the tasks to be done, who is responsible, deadlines, required resources, and approaches for achieving the set goals (revenue, costs, and profits).

• • Business Strategy & KD Model: EFE, IFE, IEM, SWOT, QSPM.
  • Financial strategy and capital for the next 5 years combined with the input figures of the years already available.
  • Annual financial targets, which is used to determine the required capital raise after considering reinvestment, depreciation, and capital usage costs from the previous year.
  • A management capacity framework: BSC – KPI / OKRs, 3P system salary, technology application and operational process development for the company.
  • Intergration of technological features (before raising capital and pricing).

– The promotion of offers to suitable investors

Goal: 3 million dollars.

MASS RECRUITMENT

Mass Recruitment operates as a digital bridge between businesses and candidates. Utilizing an innovative online affiliate platform, Mass Recruitment streamlines the recruitment process, connecting employers with the right candidates efficiently and effectively.

Mass Recruitment boasts a team of dedicated professionals with extensive experience in the HR and administrative domains. Our team members hail from leading recruitment and headhunting firms, bringing their expertise in large-scale recruitment, particularly for positions in the FMCG and F&B sectors (kitchen staff, waiters, security guards), as well as logistics (dispatchers, warehouse workers, delivery personnel, sales admins).

Equitix Investing has identified several compelling strengths in Mass Recruitment’s business model, customer base, target audience, and approach to addressing the needs of the mass labor recruitment market. Based on this understanding, Equitix Investing has partnered with Mass Recruitment to achieve the following outcomes:

– An efficient financial accounting department

• Build business models and strategies.
• Develop a viable business plan for the next 3-5 years based on historical data.
• Evaluate the company
• Plan the use of capital according to the scenario of selected business targets.
• Build the financial process accounting department.
• Calculate break-even point, fixed cost demarcation, fee variable.
• Train to build a company’s financial statements: Profit loss/Balance sheet/Cash flow.

– An attractive company profile for investors

– Negotiation for major contracts and strategic partnerships.

Target: 5 million dollars

Chevalier Business Review (CBR)

CBR applies knowledge based on the management theory of the Doctoral Thesis of Professor Nguyen Huyen Linh (PHD, ACCA) – Kingston University, United Kingdom to help SMEs businesses accelerate from tens to thousands of billions per year. In addition, CBR also combines science and innovation from Mr. Phung Le Lam Hai – Chairman of the Academy to apply this knowledge to suit businesses and business owners for the following groups:

– CEO Coaching: Individuals with no prior business experience will gain insights into formulating a vision, roadmap, and overall framework to grasp comprehensive knowledge of the foundational principles involved in starting a business.

Chevalier Business Review (CBR) offers a targeted program designed to equip aspiring CEOs with the necessary skills to tackle complex challenges and excel in their leadership roles. The program focuses on building a strong foundation for business operations, including structuring efficient systems, defining a clear vision and mission, identifying the optimal business model, understanding industry value chains, and most importantly, crafting a detailed one-year business plan to drive tangible results and propel the company towards long-term success.

The course also features a Q&A session where participants can seek guidance on real-world business challenges, ranging from strategy to operations. Case studies will provide in-depth business insights, while expert advice will address the key factors for successful fundraising. This session has been a resounding success for CBR, leaving a lasting impression on over 300 participants across Vietnam.

– CEO Marketing: The course delves into crafting customer experience, developing comprehensive marketing strategies aligned with brand strategies, conducting market research and building market research questionnaires, brand positioning and product launches, pricing strategies, and creating impactful slogans that convey core messages for marketing campaigns. Additionally, the CEO Marketing course equips participants with the skills to measure marketing metrics within specific 6- to 12-month marketing strategies.

After training nearly 300 CEOs and business owners on these two topics, CBR has identified a need to restructure its product offerings. Delivering a large volume of knowledge in a 2-3 day training format is not as effective in providing practical value and enabling businesses to implement the learnings. Therefore, CBR will grant exclusive distribution rights to Thanhs to distribute these training products, allowing them to reach business communities more effectively.

After cooperating with Thanhs, these training products will:

• Be 6-12 month online course provides comprehensive guidance to business owners on management strategies, marketing systems, and sales techniques through a team of expert instructors. All sessions are recorded and can be reviewed at any time.
• Be delivered on a technology platform and can be shared with up to four team members from the registrant’s company.

Capitalizing on its event management and program organization expertise, Thanhs will assume responsibility for delivering these training modules on behalf of CBR. This partnership will guarantee that the business community has access to high-quality training programs specifically designed for smaller businesses that may not have the financial resources to hire specialized consultants.

THANHS

With 22 years of experience, Thanhs is a consulting firm specializing in brand strategy, business strategy, and management strategy, partnering with business owners to achieve their goals. Thanhs caters to SMEs with annual revenue ranging from VND 100 billion to VND 500 billion. Businesses turn to Thanhs for management restructuring and guidance on achieving more efficient and scientific growth.

Equitix Investing is an investment fund company that partners with business owners to enhance their company’s valuation through optimizing business models, financial strategies, building human resource teams, and assessing the feasibility of visions. They also offer various business plans and scenarios to businesses before fundraising. With its extensive network of over 300 investors, including individual investors, domestic and foreign investment funds, ecosystems, and large corporations, Equitix Investing helps businesses increase their chances of finding investors aligned with their culture and management style.

Equitix Investing specializes in fundraising, accounting and financial consulting, financial management enhancement, and mergers and acquisitions for companies. Our comprehensive range of services includes:

• Outsourced Chief Financial Officer
• Business planning
• Raising money – Finding investors
• Mergers and Acquisition – M&A
• Pre-existing examination of management and business strategy
• IPO roadmap consultancy

Over the past 22 years, Thanhs has guided numerous businesses and projects towards significant growth, transforming them into major players in their respective industries. These established companies serve as a valuable network for Equitix Investing, providing insights and expertise for developing corporate strategies. Additionally, their investment appetite makes them potential partners for funding startups and SMEs seeking capital.

EMOBREAKER

By Direction EMOB – Merger to keep artistic DNA

EMOBREAKER is a creative studio that specializes in brand strategy and positioning at the international level. The team consists of experts and CEOs with a proven track record of success in transforming business models from brand strategy to brand identity. This expertise has earned EMOBREAKER numerous international awards for design excellence in the realm of brand identity, including:

2019:

– Idol Kid – AIGA (America)

– SAADO Global – World Brand Design (UK)

 2020:

– Packaging of the world (US) 

– Rokume World Brand Design (UK): (Rokume featured on Packaging of the world)

– SEUN Vietnam

– Ben Thanh Invest

Following the successful merger with By Direction, EMOBREAKER has transitioned into By Direction EMOB, marking the beginning of Phase 2. This strategic partnership entails the transfer of EMOBREAKER’s expertise in brand strategy, identity, and creative services to By Direction. This collaboration allows both startups to leverage each other’s expertise and expand their capabilities in the brand development landscape.

By Direction, a Hanoi-based branding studio with a strong business acumen, has partnered with EMOBREAKER to form By Direction EMOB. This merger represents the culmination of their shared vision, blending artistic creativity, aesthetic excellence, and a deep understanding of business principles, economics, and investment strategies. By Direction EMOB is uniquely positioned to cater to clients seeking brand development and potential investment opportunities through Equitix Investing.

LAM VU GROUP 

Lam Vu Group – The world of street food

Lâm Vũ Group is a franchising company that operates four brands: Hamburger Ông Tây, Bánh mì que Đà Nẵng, Bánh mì Cô Ba Sài Gòn, and Buổi Sáng Tuyệt Vời. The company plans to expand its portfolio with new product lines, including fried chicken and sticky rice. Lâm Vũ Group’s vision is to become the leading breakfast food chain in Vietnam, recognized for its expertise in the franchising model.

These products will be developed using the know-how of how to build a franchise company and strategies for growth in stages from 0 to 10, 10 to 100, 100 to 500, 500 to 1,000, and 1,000 to 2,500 outlets.

The company’s rapid growth in the early years has led to concerns about maintaining momentum and identifying its ambitious five-year vision.

Recognizing the challenges faced by Lâm Vũ Group, Equitix Investing and Thanhs collaborated on the project under the guidance of Mr. Phùng Lê Lâm Hải, Chairman of Equitix Investing International Development Corporation, Investment Director of Equitix Investing, and Market Development Director of Thanhs. This partnership yielded the following successful outcomes:

– Pre-hiring interviews for 50 positions within the company Chairman, CEO, CMO, Sales Manager, Sales Set up, Warehouse, Market Officer.

– A comprehensive business health assessment, identifying 38 management-related issues for Lâm Vũ Group, including:

• Organizational structure and working environment.
• Culture.
• Executive.
• Decentralization.
• Human resources.
• Information technology.
• Process overview.
• Data and reporting systems.
• Competitiveness.
• Current business models being implemented by Lam Vu

Seeking to establish a supply chain and manufacturing facility for franchise outlets and build a technological foundation, Lâm Vũ Group recognized the need to integrate technological features and an ERP system as a competitive advantage for the parent company. To achieve this, we advised Lâm Vũ Group to transition into a Holdings Company for F&B franchise products, with Equitix Investing managing capital through the following steps:

• Organizing CEO classes on franchise F&B
• Investing in business knowledge of management and governance
• Accompanying the business in the development process
• Financial Investment, Know – How to grow to 3000 
• Capitalizing on existing distribution and sales outlets to rapidly expand into regional and international markets (Southeast Asia), leveraging Equitix Investing’s future expertise.

Target: 10 million dollars.

MOTO CAFE

Motorcycle-based coffee powered by innovative fintech and logistics solutions.

Despite its low-cost and high-margin business model, Moto Cafe faces challenges in scaling up, replicating its business model, and adapting to a large-scale operation of over 1,000 motorcycles.

Equitix Investing assisted Moto Cafe in: 

– Pre-hiring interviews for 40 positions in the company, including: Chairman, CEO, COO, Sales Manager, and Point-of-Sale Staff.

–  Corporate Health Check Report: Identifying Current Operations at High, Medium, and Low Levels, including; 

• Organizational structure and working environment
• Human resources
• Information technology
• Process overview
• Data and reporting systems.

– Based on this assessment, Equitix Investing provides tailored solutions and tools to address specific issues and rectify underlying problems within Moto Café. For example: 

• Rebuild the entire brand strategy and position the brand.
• Build a new brand identity and logo for Moto Café.
• Develop a feasible business plan projection for the next 3-5 years based on historical data.
• Evaluate the company and raise funds
• Plan the use of capital according to the selected business targets.
• Offers streamlined point-of-sale and inventory management, effortless registration for Moto Cafe branded mobile coffee partners via apps, facilitating seamless payments and accelerating customer reach.

Target: $3 million

UPFI.NETWORK

UPFI Network is a stablecoin project issued on the Solana platform. UPFI Network is designed and created with the purpose of helping users create a highly stable, decentralized and scalable money and income stream. At the same time, it also helps to create a source of liquidity for DeFi ecosystems, especially Solana DeFi.

In the future, the project’s algorithms will help UPFI become a major provider of decentralized stablecoins, gradually replacing digital assets with fixed supply. From there, the gap between cryptocurrencies and real-world applications will narrow, transaction costs almost zero.

The development team of UPFI Network are all long-term, experienced and knowledgeable in finance and blockchain. This is also the team that won the first prize in the Solana Season Hackathon – Nation Vietnam.

The UPFI Network is considered a stable currency, partially backed by collateral, and algorithmically stable. In addition, this type of collateral can be used for redemption, helping to maintain price stability.

Equitix Investing combined with VietUnicorn to invest in a Private Sales round in the UPFI Network project and now the project has IDO on exchanges: Panda Cappital, CSP Dao, MoonWhale, OIG, Dutch Crypto Investors, EX, AnhReview Capital…

Learn more at: upfi.network

HOLOLOOT

Hololoot – The project introduces the world’s first AR NFT code generator, market and Metaverse designed for widespread adoption. Hololoot combines the latest developments in automated 3D modeling with the unique properties of NFT to create a powerful and easy-to-use concurrent application.

Advantages of Hololoot:
– User can be used to create AR NFT from any compatible 3D model.
– Hololoot will create a native AR NFT trading channel and be connected to the Enjin X marketplace and other vendors. Market standard commissions will allow users to easily generate profits.
– Users can create and modify AR assets, mint NFTs and participate in the market without any supporting platform. This functionality is a glaring hole in the current augmented reality market, and Hololoot’s solution will position them as a pioneer in bringing this technology to mainstream.

Hololoot Founder team is one of Poland’s leading VR/AR pioneers, having participated in many VR/AR R&D projects, launched many VR/AR labs in different universities and leads several large-scale commercial VR/AR projects, has many years of experience in the technology field as a researcher, fundraiser, trainer, product owner, etc.

The current market capitalization of Hololoot is 2.48 Mil USD. Information updated on August 15, 2022.

Learn more at: hololoot.io

COM NIEU THIEN LY

Com Nieu Thien Ly, a Vietnamese restaurant that started as an individual business, struggled with management and developing a long-term business plan when they wanted to expand. To raise capital successfully and become a joint-stock company, they had to address concerns about the cost calculations for professional operations and how attractive their profit margins would be to investors.

Outcomes achieved after collaborating with Equitix Investing:

• 3-year business strategies with 19 bullet points on development strategies and 5 bullet points on defense and risk management strategies
• Financial strategy to 2025 (funding P&L)
• Brand strategy and positioning
• Vision, mission, and core values 
• Field visits to each store to identify management problems and assess readiness for management activities
• Dine with the CEO, Branch Managers, and Deputy Branch Managers of 7 restaurant branches to get to know each other.
• Clearly define the annual vision for revenue, expenses, profits, and allocate specific targets to each of the 7 restaurants, as well as a timeline for opening new restaurants this year, aligned with the company’s internal resources and core capabilities.
• Set/Assign KPIs for each key restaurant personnel.
• Launch new project, trial new product line, explore reasons for Thiên Lý restaurant’s longevity and potential for export, as well as international expansion.
• Implement timekeeping, payroll, and shift scheduling software to address common pain points in the F&B industry.
• Implement data synchronization software to generate additional financial reports (balance sheet and cash flow statement) for company management.

Target: 5 million dollars.

DAT HOP

Dat Hop: One of the leading providers of solutions and tools in the fields of Surveying, Hydrography, Probiotics, and Bio-fertilizers.

Dat Hop operates in several areas, including selling and leasing surveying and hydrographic equipment, repairing and calibrating instruments, and offering consulting and microbial products for wastewater treatment in environmental and aquaculture sectors. They also develop biofertilizers for agriculture. Seeking partnership with Equitix Investing, Dat Hop aims to achieve environmental safety compliance and manage water usage within regulations. However, the company faces challenges in boosting sales, improving management, establishing a compensation system, developing annual business strategies, and creating a brand for their new microbial products.

Achievements from partnership with Equitix Investing:

– Developing a brand strategy and brand positioning for dat hop’s microbial products

– Developing a business strategy

– Establishing a governance capability framework: bsc – kpi, 3p system compensation

– Training sales staff on market research, conducting fieldwork, and developing market research questionnaires.

– Interviews and pre-readiness assessment with two parts:

• • Management restructuring project and qualitative assessment
  • Assessment of how the company is ready to use ERP system

– Conducting marketing and management training for Group Leaders, Deputy Group Leaders, CEOs, Chief Accountants, and Sales Managers in the Surveying, Hydrography, Probiotics, and Microbiology Industries.

Target: $5 million