Mubai Xiao | 肖慕白

About Me

Education

The Chinese University of Hong Kong
M.Sc. in Finance | 2024–2025
Quantitative Methods, Python, M&A, PE&VC

CUHK-Shenzhen
B.B.A. in Finance | 2020–2024
Corporate Finance, Portfolio Analysis, Behavioral Finance

Investment Philosophy

我更关注 AI 底层和复利层：基础模型、数据、Infra、后训练/微调，以及真正降低部署成本的工具链。

相比短期应用热度，我更看重技术深度、分发能力、商业验证和长期复利结构。

Professional Toolkit

Finance & Modeling

DCF ValuationComparable AnalysisFinancial Modeling Sensitivity AnalysisDue DiligenceInvestment Memo

Tech & Data

PythonRStataMatlab Claude CodeNotebookLMSQLVibe Coding

Soft Skills

Bilingual (EN/CN) TOEFL 106GRE 326 Roadshow & Pitching

Experience

2025.12 — Present

CVC · AI

Investment Analyst

Empyrean Global Investment (Dreame Technology's CVC)

AI Sector Coverage

主导或协助完成 4 个项目投资，覆盖人形机器人、金属 3D 打印及两个清洁机器人项目
负责前期沟通、尽调、Datapack、估值分析、投决上会、交割，并协助企业推进政府返投与产业落地

Investment Execution

Led bilingual fundraising materials — pitch decks, one-pagers, deal pipelines
Sourced 100+ institutional LPs via Pitchbook/Preqin across HK, Singapore, Middle East & Europe
Sourced a European distributor group with USD 1M committed intent; led dedicated fund roadshows

2025.05 — 2025.12

PE

PE Investment Analyst

Qianhai Ark Assets Management · Received Return Offer

Full-cycle participation in low-altitude economy (aircraft, flight control, avionics, communication, data) and cleaning robotics projects
On-site executive interviews & DD for 4 projects; authored 2 investment proposals with datapack, financial models, and industry research
Post-investment: managed 100+ portfolio companies, identified support needs (factory siting, client resources, repurchase triggers)

2024.08 — 2025.03

IR

Investor Relations Intern

Fortune CaiZhi (DaChen) Venture Capital · Received Return Offer

M&A Strategy: Proposed "shell acquisition + asset injection + HQ relocation" exit strategy — adopted by partners, leading to a new M&A team
Digital Transformation: Led OA system optimization, reducing 2–3 headcount workload through automation
Independently managed AMAC/CSRC compliance for 30+ funds

Focus Areas

实时知识库

AI 每日情报库

每日跟踪 AI 产业链中的产品、Infra、模型训练、融资、关键人物、开源生态与前沿应用。

每日简报AI Infra市场信号

项目负责人

某泳池清洁机器人项目

因保密要求隐去项目名称。该项目属于泳池清洁机器人方向，持续跟踪后在融资开启第一时间签下 TS，主导前期追踪、高管访谈、Datapack、估值分析、上会、交割及政府返投协调。

清洁机器人交易执行估值分析保密项目

AI 全产业链覆盖

覆盖 AI 从底层到应用的完整链条：基础模型、数据层、后训练/微调、AI Infra、企业服务、具身智能与智能硬件。

LLM Infra数据层后训练具身智能

Low-Altitude Economy

Deep-dive research and project execution across the low-altitude industry chain — aircraft manufacturing, flight control & avionics, communication systems, and data acquisition.

eVTOLFlight Control AvionicsData Acquisition

Market Perspective

SOE Capital Dominance

80%+ of domestic LP capital comes from state-owned entities, carrying dual mandates of financial returns and local economic development. This reshapes GP strategies and portfolio company trajectories.

USD Fund Headwinds

USD funds in China face declining AUM and deployment, driven by regulatory shifts and geopolitical dynamics. This creates both challenges and unique cross-border opportunities.

Personal Commitment

Fully dedicated to building a career in primary market equity investment. Curiosity-driven, resilient under pressure, and committed to earning trust through consistent, quality work.

Beyond Work

Photography

Mountaineering

Badminton (University Team)

Breaststroke (University Team)

30+ cities explored

Esports & Poker

5 years of Western cooking

Get in Touch

Open to opportunities in PE/VC investment. Based in Shanghai, also considering Shenzhen/Hangzhou. Let's connect.

[email protected] +86 135-0836-9112 LinkedIn