Gobi Partners
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
5
// PORTFOLIO VALUATION (TRACKED)
$15.2B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
15
// THREAT LEVEL DISTRIBUTION
- TERMINAL HYPE3 · 60%
- DANGEROUS1 · 20%
- ARMED1 · 20%
Based on 5 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Gobi Partners.
Master the entire 2,033-investor intelligence network.
Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
Acquire Intel →// 5 TIERS · PAYPAL SECURED
// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
5 companies · $15.2B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Airwallex | fintech | $8B | SERIES_B | 2018 | DANGEROUS |
| Mogu | ecommerce | $3B | SERIES_C | 2016 | TERMINAL HYPE |
| Carsome | automotive | $1.7B | SEED | 2015 | ARMED |
| Tujia.com | hospitality | $1.5B | SERIES_A | 2012 | TERMINAL HYPE |
| Amber Group | asset management | $1B | SERIES_B | 2021 | TERMINAL HYPE |
// RECENT ACTIVITY
- CarsomeSERIES_E2021$290M
- Amber GroupSERIES_B2021$100M
- CarsomeSERIES_D2020$150M
- CarsomeSERIES_C2019$50MCO-INVESTORS
- AirwallexSERIES_B2018$80MCO-INVESTORS
// WOWL ASSESSMENT
Gobi Partners built a $15.2B portfolio hunting early-stage opportunities across emerging Asia markets — China, Southeast Asia, India. The fund's thesis bet on regional digitization wave from 2015-2020, capturing Airwallex early before the fintech giant scaled globally. That single hit carries the entire portfolio: 60% miss rate reveals systematic overvaluation in second-tier Chinese consumer platforms. The portfolio is frozen — no exits, no public companies, Mogu and Tujia trapped in terminal decline while Amber Group navigates crypto winter.
Airwallex ($8.0B) validates the core thesis — caught the company at seed stage before the cross-border payments opportunity became obvious to Sand Hill Road. Mogu ($3.0B) represents the opposite outcome: overvalued social commerce platform that failed to differentiate from Taobao, now trading as penny stock after NASDAQ debut collapse. Tujia.com ($1.5B), China's Airbnb clone, never escaped Airbnb's shadow and faces zero exit path. Amber Group ($1.0B) raised at cycle peak in 2021 crypto mania — survival now depends on crypto markets recovering.
// THREAT LEVEL: ARMED
VERDICT: One genuine predator catch (Airwallex) carrying a portfolio of stranded bets on second-tier platforms that peaked in 2018-2019.
// WHY WOWLS WATCHES
The fund picked Airwallex correctly but built the rest of the portfolio on the assumption that China would produce infinite consumer winners — that thesis died in 2021. Portfolio exit drought signals limited LP returns despite paper gains.
// SIMILAR FUNDS
// PACK DEBATE
// PACK DEBATE — be the first to weigh in
Google account required — no spam, no nonsense
// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
// ENGAGE THE FULL ARSENAL
Done reading on Gobi Partners?
Unlock the entire 1,032-company hitlist and 2,033 investor contacts.
Full portfolio breakdowns. Founder dossiers. VC outreach data. Threat level intel updated continuously.
→ Deploy 5-Tier Order Form// ARBAN · ZUUN · MINGHAN · TUMEN · KHAN