日本 SaaS 的现在与未来-浅田慎二.pdf

1、founded 2020 One CapitalCareer2020：One Capital Founder CEO2015：Salesforce Ventures Japan Head2000：Itochu Corp(+CTC&ITV)Education2012：MIT MBA2000：Keiko University BA in EconomicsIntroIntro2Shinji Asada Shinji Asada asada23Select portfolioSelect portfolio One CapitalInvestment Investment StrategyStrat

2、egyStageStageDomainDomainInvested Invested Amount Amount(as of Jun(as of Jun 2025)2025)SeedEarly(Pre-A,Series A)B2B SaaSAI/AutomationData IntegrationIoT/SecurityIndustry VerticalsCollaborationBlockchain/Web3B2C SubscriptionSmart HealthFinTech$124M/22 Companies3Japan LP56%Global LP44%$170M$170MLarges

3、t fund 1 in early stage Japan VC historyLargest fund 1 in early stage Japan VC historyLaunched fund 1 in 2020-$170 Mill.Launched fund 1 in 2020-$170 Mill.1.FX rate:1 USD=100 JPY for simplicityLP Base One CapitalLaunched Fund 2 in 2023-$180 Mill.Launched Fund 2 in 2023-$180 Mill.AlignedAligned fund s

4、ize with fund 1 fund size with fund 1Investment StrategyInvestment StrategyStageStageInvestmentInvestmentDomainDomainSeedEarlyB2B SaaS AI/Automation Data Integration IoT/Security Smart Health Industry Verticals CPaaS Blockchain FinTechHealthcareOverseas LP16%Domestic LP84%Total$180M$180M80%1.FX rate

5、:1 USD=100 JPY for simplicity4LP Base One CapitalOur investment focus is SaaS and HealthcareOur investment focus is SaaS and HealthcareCollaborationFintechAI/AutomationSmart HealthData IntegrationIndustry Verticals5Health CareHRESGDevelopment/Design80%SaaS20%Health-care$18B+$18B+Total portfolio comp

6、any valuation$500M+$500M+Cumulative fund raising of portfolio companiesNote:As of September 2025,excluding Spir,Wellday and Oura One CapitalBusiness Planning SaaSBusiness Planning SaaSSaaS DatabaseSaaS Database6We are also product buildersWe are also product buildersRecruiting SaaSRecruiting SaaSOur