5 Investment Themes for 2025
Investment thesis Felix F. Frenzel Investment thesis Felix F. Frenzel

5 Investment Themes for 2025

2025 is here, and innovation is more exciting than ever. At Kadan Capital, we’re looking for bold founders tackling big challenges and building the next wave of B2B fintech and AI-driven startups. As early-stage investors, we focus on funding high-growth companies in Southeast Asia, providing the capital and support they need to scale. Here are the five areas we’re most excited about this year!

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Unlocking long-term value in AI
Investment thesis Felix F. Frenzel Investment thesis Felix F. Frenzel

Unlocking long-term value in AI

At Kadan Capital, we see huge potential in application layer AI to solve major challenges both locally and globally. In early 2024, we worked with Jachin Cheng to develop our AI investment thesis, focusing on three key pillars—the “3Ds” of AI investing: Data, Distribution, and Demographics. These factors guide our approach to backing early-stage AI startups with the potential to scale and drive real impact.

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