About
I’m Sarviin Ageelen, an investor based in Kuala Lumpur, Malaysia. I work in investments at K3, a global private markets firm, where I research semiconductors and AI infrastructure, with a focus on GPU cloud, data centres and the compute supply chain.
Before K3, I invested in early-stage digital assets, enterprise and AI companies at Plug and Play APAC, and worked as a strategy consultant at Boston Consulting Group. I studied computer engineering at the National University of Malaysia.
Experience
K3 · Investments
- Research semiconductors and AI infrastructure: GPU cloud, data centres and the compute supply chain. Author of an investment thesis on market structure and technology shifts in the sector.
- Assess new investments through expert diligence, testing market size, product differentiation, technical assumptions, unit economics and financial performance, and present the findings in investment memos.
- Support portfolio companies on fundraising strategy and materials, senior hiring, customer introductions and market positioning.
Plug and Play APAC · Investments
- Sourced and screened early-stage investment opportunities through market, macro and technical research, and presented findings to deal teams and senior leadership.
- Led investment processes end to end: due diligence, financial modeling, valuation, deal structuring and closing.
- Built relationships across the Southeast Asian venture ecosystem with founders, co-investors and strategic partners.
Boston Consulting Group · Strategy Consultant
- Assessed the market positioning of an Indonesian telco’s corporate venture capital arm against regional VC and CVC peers, and set out best practices in fund economics (including carry) and LP–GP governance.
- Supported a diagnostic strategy review for a Southeast Asian bank, covering operations, culture and processes, and benchmarked its performance against the industry.
- Modelled the cost competitiveness of coal gasification against Chinese LNG imports for an Indonesian coal company, and advised on the regulatory support it would need.
Education
National University of Malaysia (Universiti Kebangsaan Malaysia)
Bachelor of Electronic Engineering (Computer Engineering), Faculty of Engineering. CGPA 3.90/4.00, top 10% of class.
Focus Areas
- Sectors: semiconductors, AI infrastructure, GPU cloud, data centres, enterprise software, digital assets.
- Diligence: technical due diligence across hardware and software; unit economics, including LTV and retention.
- Research tools: Bloomberg, PitchBook, Refinitiv, S&P Capital IQ.