ICYMI: What February Moved
Capital Deployment Across Healthcare, Industrial Infrastructure and DeepTech
February reflected disciplined capital deployment across healthcare, mobility, and frontier technology. Gobi backed healthcare data infrastructure in Malaysia, supported consolidation in automotive aftersales, and saw portfolio exposure to brain-computer interface technology gain global media coverage.
Beyond investments, the firm published research on Malaysia’s venture capital development and Hong Kong’s biotechnology sector, while expanding cross-border engagement through an institutional delegation to Doha.
Gobi Invests in Valiance Health to Drive Malaysia’s Shift Towards Value-Based Healthcare
Gobi led a pre-seed investment in Malaysia-based AI healthcare startup Valiance Health through its SuperSeed II Fund, marking its first healthcare AI investment in Southeast Asia. The investment expands the firm’s thesis on data standardisation as the foundation for value-based healthcare.
Valiance is building Malaysia’s first large-scale standardised healthcare data platform. The infrastructure improves cost transparency, operational efficiency and clinical outcome measurement across hospitals and insurers. Without a unified data architecture, value-based care cannot scale.
Founders Dr Lutfi Fadil and Dr Ridhwan Hassan developed the platform following extensive research into healthcare system fragmentation and gaps in outcome measurement.
Malaysia’s Automotive Aftersales Platform ServAuto Raises New Funding
ServAuto raised US$6 million from investors, including Gobi, to modernise Malaysia’s automotive after-sales market.
Despite high vehicle ownership, the aftersales segment remains fragmented and operationally inconsistent. ServAuto sources parts directly from manufacturers and distributors and equips workshops with proprietary operating standards and digital systems.
Founded in 2024 by former CARSOME executives Han Mei, Yong Hao Phoy and Tan Guan Yu, the company introduces supply chain discipline and margin visibility into a structurally under-digitised sector.
PolicyStreet Reports Over US$1 Million Profit, More Than Doubles Revenue
Kuala Lumpur-based insurtech PolicyStreet reached profitability in 2025, posting over US$1 million in profit after tax, with net revenue growing 2.5 times year on year.
The company credited growth to embedded insurance partnerships in Malaysia and other Southeast Asian markets. It also expanded its regional presence with new partnerships, including telecommunication providers, travel experience marketplaces, and digital economy platforms. PolicyStreet plans to continue building its leadership team, while accelerating regional growth and investing in underwriting capabilities
Gestala Founder on the Vast Potential of China’s BCI Industry
TechCrunch interviewed Gobi portfolio company Gestala’s founder, Phoenix Peng, in a feature on the scale of China’s brain-computer interface (BCI) industry.
Peng highlighted healthcare applications as a potential multibillion-dollar opportunity as insurance coverage expands. He added that progress in China is driven by policy support, clinical resources, manufacturing capabilities, and strategic investment in the sector.
Malaysia’s Venture Capital Market Reaches Structural Maturity
Gobi’s Kuala Lumpur team examined the evolution of Malaysia’s venture capital ecosystem from the early 2000s to today. Value Creation Manager Wai Chun (Wayne) Chan, Managing Partner Jamaludin Bujang, and Value Creation Senior Manager Zuain Azni tracked the industry’s evolution from the early 2000s to its current stage.
While Malaysia’s reported deal flow is smaller than some Association of Southeast Asian Nations (ASEAN) peers, its committed capital base is among the strongest in the region. This allows investors to identify undervalued founders early across sectors, including semiconductors, sustainability, and AI-enabled industries.
Driving Innovation, Creating New Hope: The Cell and Gene Therapy Revolution in Hong Kong
Fred Li, Jackson Chung, and Yutong (Tori) Luo from the Gobi Greater Bay Area (GBA) Research Team examined how Hong Kong became a hub for cell and gene therapy (CGT), one of the most significant developments in Asia’s biotechnology landscape. The article outlined the city’s regulatory framework, market access, talent development, and investment activity supporting CGT.
Gobi has invested in companies including GenEditBio, Immuno Cure, Base Therapeutics, and Great Bay Bio, aligning with its strategy in defensible life sciences innovation.
Gobi Partners and GUIDE launch the Delegation Series in Doha, Qatar
In early February, Gobi and GUIDE spearheaded a delegation of 18 startups to Web Summit Qatar. As an official summit partner, Gobi brokered high-level engagements with prominent investors and sovereign wealth funds, including HSBC, Qatar Development Bank (QDB), Lesha Bank, QInvest, Qatar Investment Authority (QIA), Qatar Financial Centre (QFC), and Invest Qatar. These strategic connections laid the groundwork for long-term collaborations with the Middle East as Gobi continues to deepen its footprint in the region.