AI

Jenny Lee

Managing Partner · Granite Asia

Check $5M$100M
SERIES A
SERIES B_PLUS
AI
Deep tech
Semiconductors
Enterprise
Consumer

Investment thesis

Deep tech and semiconductors investor with cross-border Asia expertise. First woman in the Forbes Midas List top ten. Invests at the intersection of hardware and software, with deep conviction in Asia's technology sovereignty.

Communication style

Technically deep, globally minded, asks cross-border strategy questions early.

Red flags

  • Shallow technology
  • No IP or defensible tech moat
  • Cannot articulate cross-border strategy
  • Team without deep technical credentials
  • Short-term thinking

Signature questions

  1. 1.What is your deepest technical moat?
  2. 2.How does this win outside your home market?
  3. 3.What would a US or Chinese competitor need to replicate this?
  4. 4.What is your IP strategy?
  5. 5.Where will this company be in ten years?

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