七年磨一剑：AnyMind 从广告科技到电商的豪赌，在东京 IPO 兑现

做的是什么生意

An end-to-end commerce-enablement company: brands and online sellers use its platforms for e-commerce management (AnyX), manufacturing sourcing (AnyFactory), logistics (AnyLogi), conversational commerce (AnyChat) and digital marketing, while publishers and creators monetize through AnyManager and AnyCreator. It began in 2016 as AdAsia Holdings, an advertising-technology company.

启动资金：About $91.7 million raised before the IPO: a Series B that grew from $13.4 million to $21.4 million and was reported to value the company at $200 million, plus a ¥5 billion (about $36 million) Series D in July 2022 from JIC Venture Growth, Japan Post Investment, Nomura SPARX, Proto Ventures and Mitsubishi UFJ Capital.

起因

Kosuke Sogo and Otohiko Kozutsumi, both veterans of Japanese ad-tech company MicroAd's Asia operations, founded AdAsia Holdings in Singapore in April 2016, starting with internet advertising before adding influencer marketing and publisher monetization. It rebranded as AnyMind Group in January 2018 as a signal it would move beyond marketing tech, and by early 2019 it said it had been profitable since 2017, with $26 million of 2017 revenue and a reported $200 million Series B valuation.

经过

The company then assembled a commerce stack through roughly ten acquisitions and new platforms: FourM (Japan, 2017), Acqua Media (Hong Kong, 2018), Moindy (Thailand, 2019) and GROVE (Japan, 2019) for media and influencers, then POKKT (India, 2020), LÝFT (Japan, 2020) and ENGAWA (Japan, 2021), alongside AnyFactory, AnyX, AnyLogi and AnyChat launches from 2020. It moved its headquarters to Tokyo in 2019 because a Tokyo Stock Exchange listing required a Japan base, and in July 2022 Sogo told TechCrunch AnyMind had received IPO approval but scrapped the listing in March 2022 as market conditions deteriorated.

结果

AnyMind listed on the Tokyo Stock Exchange Growth Market on March 29, 2023 under ticker 5027, with new shares priced at ¥1,000, about seven years after founding. Revenue kept compounding after listing — ¥33.46 billion in FY2023, ¥50.71 billion in FY2024 and ¥57.30 billion in FY2025, per figures compiled from securities filings — and the company remains publicly listed.

可借鉴之处

如果被收购的团队留任且产品共享客户，创业公司可以通过收购超越最初的细分领域；AnyMind 留任的创始人将广告科技利基拓展为电商基础设施。