AVV

AVV Partner Adrian Latortue spoke today at the Tech59 Summit Vietnam, organized by Tech59 | Vietnam’s Startup - Tech Community. The panel discussion on Vietnam's place in the Southeast Asia VC ecosystem included Lars Jankowfsky of GRADION, Navvin Kumar Kirupanandan, CFA of Gobi Partners, and Vanessa Ho of Global Finance & Technology Network (GFTN). Topics included the challenges holding back Vietnam's tech sector, whether or not Vietnamese founders are investor-ready, and Vietnam-specific realities that founders underestimate. Adrian, for his part, pointed out that "the biggest question in Vietnam's VC ecosystem is exits."

Calling all AI enthusiasts! Last chance to secure your spot at The Future of Artificial Intelligence: Chapter 4. In one month, 1,000+ founders, business leaders, investors, and #AI practitioners from across Southeast Asia will come together at TFOAI4, a flagship AI event co-organized by Capital JDI and HKBAV - Hong Kong Business Association Vietnam, with support from the NVIDIA AI Technology Centre (NVAITC) and Singapore Global Network (SGN). As an attendee, you will be able to build meaningful connections, discover new perspectives, and exchange ideas with professionals shaping the future of AI. AVV GP Binh Tran will speak at the event. Whether you're deploying AI, investing in AI, or exploring its potential for your business, TFOAI4 connects you with the leaders shaping what's next. Secure your spot now before the free tickets are gone! RSVP Today: https://luma.com/8dysqt5h Learn more at: https://ai.jdi.group/ ----------------------------------- 𝐄𝐯𝐞𝐧𝐭 𝐈𝐧𝐟𝐨 𝐃𝐚𝐭𝐞: Tuesday, 18 August 2026 𝐓𝐢𝐦𝐞: 08:30 – 18:00 (GMT+7) 𝐕𝐞𝐧𝐮𝐞: Riverside Palace, Ho Chi Minh City 𝐀𝐝𝐝𝐫𝐞𝐬𝐬: 360D Ben Van Don Street, Vinh Hoi Ward, Ho Chi Minh City, Vietnam 𝐋𝐚𝐧𝐠𝐮𝐚𝐠𝐞: English (with live Vietnamese interpretation)

Great to see our portfolio company Vaudit getting attention as focus turns to AI token spending.

Last year, Vietnam put #AI at the center of its national strategy for the first time. Resolution 57 set an ambitious target of being among the top three countries in Southeast Asia for AI R&D by 2030. Since then, the follow-through has been unusually concrete, with AI classified as strategic infrastructure, a national AI strategy in motion, and a proposed national AI development fund. Additionally, last week, Ho Chi Minh City piloted an AI-powered investment platform. That's real momentum, but policy tailwinds do not guarantee an outcome. What actually builds an AI ecosystem is founders shipping products that customers pay for, and we're seeing progress there thanks to dense talent, active stakeholders, and ambitious startups. https://lnkd.in/g5GUMpFB

In a year or two, the job of a VC partner will look different: less managing people, more curating what a bench of AI agents produces. The final piece in our three-part series on putting AI agents to work inside AVV is about where this is heading, and what we're keeping firmly human. The picture our team keeps circling: partners spending less time managing people and more time curating what agents produce. The frontier that interests us is rigor: agents that flag when a deal contradicts a process we've codified, market intelligence that refreshes itself, valuations a human signs off on rather than builds from scratch. What doesn't change is the judgment. The agents get you most of the way while the qualitative gut stays ours. Read the finale: https://lnkd.in/gCRubDS5 #VentureCapital #AI #AgenticAI #Vietnam

We're proud to be an investor in Hao Diep and TECHCOOP, and honored to be a partner of Investing in Women. Check out this case study on the benefits of gender lens investing.

DealStreetAsia has profiled Australian Development Investments in a piece exploring Vietnam’s “missing middle”, highlighting how ADI helps bridge the funding gap for growth-stage SMEs seeking between US$2 million and US$10 million in capital. The article features insights from Kate Wallace, Australian Consulate-General in Ho Chi Minh City, on why this gap matters as Vietnam advances its energy transition and climate adaptation priorities. In Vietnam, ADI invests in local fund managers, including Asia Business Builders (ABB), AVV and DO VENTURES, recognising that local market knowledge is critical to identifying SMEs with both growth high potential and the capacity to create lasting development impact. These fund investments in turn support SMEs across climate technology, renewable energy, financial inclusion, healthcare, and logistics. ADI’s technical assistance is central to this approach, helping fund managers and SMEs build the governance, ESG and climate capabilities needed to attract capital at scale. Vietnam accounts for roughly 40% of ADI’s portfolio, reflecting its importance to Australia’s development investment priorities across climate resilience, digital transformation and inclusive growth. For ADI and the Australian Department of Foreign Affairs and Trade, the focus is on the market behind the investment. Stronger local fund managers create clearer pathways to capital for SMEs, and a deeper pipeline for climate and inclusive growth in Vietnam. Read the full DealStreetAsia article and learn more about Australian Development Investments: 🔗 https://lnkd.in/gMDfECRi #AustralianDevelopmentInvestments #ADI #DFAT #AustralianAid #BlendedFinance #DevelopmentFinance #ImpactInvesting #ClimateFinance #Vietnam #MissingMiddle #PrivateCapital #InclusiveGrowth #EnergyTransition #ClimateResilience #TechnicalAssistance  

Southeast Asia's venture funding hit $7.4 billion in the first half of 2026, up 130% year-over-year. Enterprise infrastructure led the charge, surging 503%. June alone saw $3.75 billion raised, but through just 17 rounds. A handful of outsized, late-stage deals are driving the topline, while early-stage deal count remains thin. Why this matters for founders: - Mega-rounds don't trickle down. A $500 million growth round in Singapore doesn't change the math for a seed-stage team in Ho Chi Minh City or Jakarta. - Early-stage discipline still rules, with seed and Series A investors underwriting fundamentals. - Enterprise infra's 503% surge reflects genuine demand from AI workloads and the region's digital economy. Having invested through multiple cycles here, we read this as cautious good news: the capital returning is more selective, and selective capital builds better companies. The rest of 2026 will indicate which direction this goes in. https://lnkd.in/g6HiTKRQ

Partner Adrian Latortue is speaking at the Tech59 Summit Vietnam 2026 in two weeks. Vietnam recently ranked 50th in the 2026 Global Startup Ecosystem Index, its highest position ever. This reflects a market that global capital and operators are taking seriously.    The Tech59 Summit Vietnam 2026 features eight key topic tracks:   - Corporate and Tech Diplomacy - Gaming - EdTech - Venture Capital - AI - PropTech - Outsourcing and Talent - HCMC & Global Tech Ecosystems   This summit, organized by Tech59 | Vietnam’s Startup - Tech Community, focuses on how well the ecosystem connects capital, talent, infrastructure, and market access.   Event Details: Friday, 17 July 2026  8:00 AM – 4:00 PM  The Sentry Q, Orbital 2.0 Tower, Quality Tech Solution Complex, Ho Chi Minh City    Claim your free ticket here: https://tech59vietnam.com/