
Investment Thesis
BUILDING AI STARTUPS
FROM VIETNAM
Vietnam is becoming Southeast Asia’s best kept secret
for startup formation. With a high density of technical talent, cost-effective infrastructure, and growing cross-border trade dynamics, it’s the perfect place to build AI-native companies tackling emerging challenges across the region.

Key Insights
Vietnam: The Strategic Edge for High-Growth GenAI Startups




Vietnam ranks
2nd
in ASEAN in count of
GenAI startups, accounting for 27% of startups in the region (only behind Singapore)
AI Startup Funding
8x
increase from $10M to $80M (2023-2024)
Market Size
$45B
Digital economy market expected in 2025
AI Talent
70,000+
AI and data professionals in Vietnam, cost 3–5× lower than in Western markets
The Opportunity
Four AI Goldmines Poised for Disruption
Opportunity to build the next category-defining AI startup lies in SEA's infrastructure gaps




Resources to help you build from Vietnam

The Antler residency is a 6-week building sprint designed to help founders go from idea to launch with speed, focus, and clarity.
During the Antler Vietnam residency, founders gain access to Antler’s deep regional network, operators, experts, and partners who know what it takes to build and scale from Vietnam to the world. Whether you're an automation-native founder, a cross-border operator, or an AI builder, this is your launchpad.
This 6-week, in-person experience is designed for full-time founders or those ready to go all-in, looking to seize the moment and build in and for Southeast Asia.
From being your earliest backer to a long-term capital partner who provides follow-on funding and access to top VCs.
1. Initial Investment
If your startup passes our investment committee, we will invest $120,000 for 12% of your company via a SAFE agreement. This initial capital empowers you to build your product, attract early customers, and prepare for your next funding round.
2. Follow-on Funding (Next 9 Months)
As you raise capital from external institutional investors, we will match 50% of the amount raised, up to $250,000, at the latest valuation.
Example: If you raise $500,000 externally, we’ll invest an additional $250,000, bringing your total early-stage funding to $870,000 ($120,000 initial + $500,000 external + $250,000 matching).
This matching mechanism accelerates your growth while keeping terms founder-friendly.


Partner with the World’s Most Active AI Investor—From Vietnam to the World
Antler gives you the best of both worlds: deep local expertise in Vietnam and a global network across six continents. As a founder in our Vietnam residency, you’ll be supported by a team rooted in the local ecosystem with the connections, insight, and hands-on experience to help you validate your idea quickly, navigate the market, and sharpen your edge.
From there, you’re plugged into Antler’s global platform: 1,500+ portfolio companies, a worldwide investor network, and local teams ready to help you scale across Southeast Asia and globally.
Don't just watch Vietnam emerge in Southeast Asia's tech revolution.
Be the leader that defines it.
We're looking for:
✅ Cross-border ex-operators
that scaled trade, supply-chain, or manufacturing across markets
✅ Sales-org chiefs that led large, high-velocity revenue teams
✅ Automation natives like RPA builders, AI-orchestration and agent experts
✅ Fast, technical founders that ship quickly with a global ambition
Ready to build? Contact us.
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