Unfair Advantage by Tin Men Capital

Southeast Asia’s growth story is compelling - but market growth alone does not guarantee strong venture returns. Murli Ravi sits down with Hugues Delcourt, Senior Advisor & Operating Partner at Delcourt, Kim & Associates and Limited Partner at Tin Men Capital, to unpack Southeast Asian ventures from an LP’s perspective. They discuss why choosing the right VC manager matters, what LPs should look for when backing a fund, and why track record, exits and a clear value-creation playbook can make t

Building an enterprise software startup across markets rarely follows a clean GTM plan. Wei Zhuang, Founder & CEO of Ailytics (a Tin Men portfolio company) shares how they’ve grown through trade shows, partner networks, and constant on-the-ground execution. We explore events as a source of market insight, not just pipeline; the realities of partner-led expansion and entering new markets; the role of mission trips; and why consistent presence often matters more than polished strategy. Unfair Ad

How do you tell the difference between an AI bubble and a long-term reset of how the world runs? Rajiv Menon, Managing Director at Cisco Investments and a 20-year veteran of the company, joins us to unpack how AI is actually showing up in enterprise technology—well beyond the headline frenzy. They explore what Cisco’s vantage point reveals about how the AI stack is evolving and why Southeast Asia remains a quietly powerful node in the global enterprise map.  Unfair Advantage explores how th

UiPath’s rise from startup to global powerhouse is one of tech’s most dramatic growth stories. Malina Platon, who helped build UIPath’s go-to-market engine in its early days, shares what hypergrowth gets right—and wrong. We explore AI as enabler, channel-first strategies, hiring mistakes that stall momentum, and why she chose to build her next chapter in Singapore—where Southeast Asia’s founders are shaping a more sustainable playbook for scale. Unfair Advantage explores how the people building

Two investors who bet on “boring but important” industries compare 2017 to now in Southeast Asia: why capital efficiency beats power-law heroics, how mid-market M&A delivers life-changing outcome, what local exchanges need to refine on rules and liquidity, and how public–private capital partnerships are reshaping early-stage funding. Plus, how parenting changes the way leaders make decisions. Unfair Advantage explores how the people building, funding, and transforming Southeast Asia’s next wave