Methodical Asia Roadshow Snapshot

Historical Q1 2026 trip plan · not current outreach authority

Executive Summary

This is a private historical Methodical roadshow snapshot. Use it to understand the January 2026 Asia itinerary, city clustering, and availability constraints; do not use it as live fundraising status without refreshing the current tracker, bridge/confidential-project status, and Andrew/Lirui/Frank context.

Audience / Access Contract

Primary UsersMethodical founders, Transcend portfolio operators, and approved fundraising support reviewers.

Allowed UseRoadshow reconstruction, meeting logistics review, and historical counterparty context.

Not HereLive outreach authority, current deal status, LP-facing updates, or legal/travel booking instructions.

Source Freshness

Reviewed May 20, 2026 against Methodical profile, investment thesis, Series A asks synthesis, Asian publisher asks, and Affinity org 286410530 notes. The itinerary and lead scores remain a Dec 30, 2025 planning artifact; any renewed outreach requires the live Methodical pipeline tracker and fresh GP/founder confirmation.

High Probability Leads

7 of 8

VNG (HCMC) separate trip

Medium Probability Leads

11 of 12

NetMarble needs reschedule

Total Leads in Pipeline

19 with scheduled meetings

Historical Window

Jan 5–24

Past planning window; refresh before use

Lead Distribution by City

23 total leads across 7 Asian cities. Adjacent cities grouped for efficient travel.

Priority Score: 0-100 rating from Frank & Elijah based on likelihood to invest and strategic fit. ● 80-100 (High) ● 50-79 (Medium) ● 0-49 (Low)

🇰🇷 Seoul(6 leads)

NeoWiz (100) NetMarble (70) Shift Up (70) Krafton (50) KIP (50) Nexon (20)

🇯🇵 Tokyo(5 leads)

Shochiku (100) Bandai Namco (70) EnFi (70) MiXi (70) Sega (?)

🇨🇳 Shanghai(4 leads)

Hypergryph (100) IDG (80) Bilibili (50) Moonton (10)

🇭🇰🇨🇳 HK + Shenzhen(4 leads)

~1hr cross-border

Tencent (80) Kepler (80) Horizon Ventures (50) G-Bits (?)

🇨🇳 Beijing(3 leads)

~2hr flight from Shanghai

IDG Beijing (80) SNK (60) Hero Games (60)

🇻🇳 Ho Chi Minh(1 lead)

VNG (100)

Separate trip?

Route Map

Week 1: China Week 2: Japan Week 2: Korea Optional

January 2026 Timeline

China

Japan

Korea

Travel/Rest

SH Shanghai BJ Beijing HK Hong Kong SZ Shenzhen SEL Seoul TYO Tokyo ✈ Flight 🛬 Arrive/Acclimate

Sat

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Sun

Mon

Tue

Option A ★ Recommended

✈

🛬

✈

🛬

HK/SZ

✈

SEL

✈

🛬

TYO

✈

Option B (Same route, departs Tue)

✈

🛬

✈

🛬

✈

HK/SZ

✈

SEL

🛬

SEL

✈

TYO

✈

Key Availability Constraints

🎮

Hypergryph · Shanghai

Prefers early Jan — game launches Jan 21

🎮

NeoWiz · Seoul

2nd week of Jan onward for in-person

🎬

Shochiku · Tokyo

Available Jan 16

📺

Bilibili · Shanghai

Proposed Jan 7–8

🎮

Bandai Namco · Tokyo

Week of Jan 19 preferred; Jan 19 + AM Jan 22

🎮

NetMarble · Seoul

Week of Jan 19 or Jan 26

Dinner Meeting Logistics

Assign one company per dinner slot. Selections save automatically.

🇨🇳 Shanghai

Dinner 1

Dinner 2

🇨🇳 Beijing

Dinner 1

🇭🇰 HK / Shenzhen

Dinner 1

🇰🇷 Seoul

Dinner 1

Dinner 2

🇯🇵 Tokyo

Dinner 1

Dinner 2

Travel Options Comparison

Option A

Jan 5 – Jan 24, 2026

Week 1 · China Circuit

Jan 5–6

✈️ Travel + Acclimate

Fly from US (Sun), recover Mon

Jan 7–8

🇨🇳 Shanghai

Hypergryph (100) IDG Shanghai (80) Bilibili (50) Moonton (10)

Jan 9–10

🇨🇳 Beijing

IDG Beijing (80) SNK (60) Hero Games (60)

Jan 11–13

🇭🇰 HK + 🇨🇳 Shenzhen

Tencent (80) Kepler (80) Horizon Ventures (50) G-Bits (?)

Week 2 · Korea

Jan 14–15

✈️ Travel + Acclimate

Fly HK→Seoul (Tue), rest Wed

Jan 16–17

🇰🇷 Seoul

NeoWiz (100) Shift Up (70) Krafton (50) KIP (50)

Jan 18–19

🛬 Weekend Rest

No meetings scheduled (Sat-Sun)

Week 3 · Japan

Jan 20–22

🇯🇵 Tokyo

Shochiku (100) Bandai Namco (70) EnFi (70) MiXi (70) Sega (?)

Jan 23–24

✈️ Return

Fly Tokyo→US (Thu-Fri)

HIGH Probability Coverage 7 of 8 (88%)

MEDIUM Probability Coverage 11 of 12 (92%)*

Total Meetings Possible 19

Cities Visited 6

📋 MEETINGS TO ADJUST

NetMarble: Request move from "week of Jan 19" to Jan 16-17 (Seoul window), or add return trip Tokyo→Seoul
Shochiku: Available Jan 16 — now scheduled Jan 20-22 (needs confirmation)

*VNG (HCMC) not included — recommend separate trip. All Beijing leads (IDG Beijing, SNK, Hero Games) now covered.

Option B (Same route, departs Tue)

Jan 7 – Jan 25, 2026

Week 1 · China Circuit

Jan 7–8

✈️ Travel + Acclimate

Fly from US (Tue), recover Wed

Jan 9–10

🇨🇳 Shanghai

Hypergryph (100) IDG Shanghai (80) Bilibili (50) Moonton (10)

Jan 11–13

🇨🇳 Beijing

IDG Beijing (80) SNK (60) Hero Games (60)

Jan 14–15

🇭🇰 HK + 🇨🇳 Shenzhen

Tencent (80) Kepler (80) Horizon Ventures (50) G-Bits (?)

Week 2 · Korea

Jan 16–17

🇰🇷 Seoul

NeoWiz (100) Shift Up (70) Krafton (50) KIP (50)

Jan 18–19

🛬 Weekend Rest

No meetings scheduled (Sat-Sun)

Week 3 · Japan

Jan 20–22

🇯🇵 Tokyo

Shochiku (100) Bandai Namco (70) EnFi (70) MiXi (70) Sega (?)

Jan 23–25

✈️ Return

Fly Tokyo→US (Thu-Sat)

HIGH Probability Coverage 7 of 8 (88%)

MEDIUM Probability Coverage 11 of 12 (92%)

Total Meetings Possible 19

Cities Visited 6

📋 MEETINGS TO ADJUST vs Option A

Hypergryph: Prefers early Jan — now Jan 9-10 (borderline, needs confirmation)
Bilibili: Proposed Jan 7-8 — now Jan 9-10 (needs reschedule request)
Shochiku: Available Jan 16 — now Jan 20-22 (needs confirmation)

✓ Same coverage as Option A — only difference is departure day and resulting schedule shifts

Planning Assumptions

📅 Scheduling Rules

Weekend rule: no meetings on Saturday/Sunday; reserve for rest/travel.

Arrival rule: one acclimation day after long-haul flights.

Domestic travel rule: same-day travel where feasible.

Priority buffer rule: hold buffers before Hypergryph and Shochiku.

🛫 Travel Logistics

Shanghai-Beijing flight: about 2 hours.

Beijing-Hong Kong flight: about 3 hours.

Hong Kong-Seoul flight: about 3.5 hours.

Seoul-Tokyo flight: about 2.5 hours.

🎯 Meeting Assumptions

Daily meeting cap: two meetings per day maximum.

Dinner cap: one dinner per night with 2-4 companies.

High-priority treatment: dedicated slots for top companies.

Co-investor grouping: IDG and Horizon can be grouped.

⚠️ Not Included

VNG side trip: Ho Chi Minh should remain separate.

NetMarble reschedule: Jan 19+ preference required a new ask.

Nexon optionality: low-priority meeting only if time permitted.

Raw Data Reference

Complete lead data used to construct this planner. Edit these values to update the dashboard.

Company	City	Score	Priority	Availability Constraints
NeoWiz	Seoul	100	HIGH	2nd week of Jan onward
Shochiku	Tokyo	100	HIGH	Available Jan 16
Hypergryph	Shanghai	100	HIGH	Early Jan preferred (game launches Jan 21)
VNG	Ho Chi Minh	100	HIGH	Separate trip recommended
IDG Shanghai	Shanghai	80	HIGH	—
IDG Beijing	Beijing	80	HIGH	—
Tencent	Shenzhen	80	HIGH	—
Kepler	Hong Kong	80	HIGH	—
NetMarble	Seoul	70	MEDIUM	Week of Jan 19 or Jan 26
Shift Up	Seoul	70	MEDIUM	—
Bandai Namco	Tokyo	70	MEDIUM	Week of Jan 19; Jan 19 + AM Jan 22
EnFi	Tokyo	70	MEDIUM	—
MiXi	Tokyo	70	MEDIUM	—
SNK	Beijing	60	MEDIUM	—
Hero Games	Beijing	60	MEDIUM	Low priority city
Bilibili	Shanghai	50	MEDIUM	Proposed Jan 7-8
Krafton	Seoul	50	MEDIUM	—
KIP	Seoul	50	MEDIUM	—
Horizon Ventures	Hong Kong	50	MEDIUM	—
Nexon	Seoul	20	LOW	—
Moonton	Shanghai	10	LOW	—
Sega	Tokyo	?	LOW	—
G-Bits	Shenzhen	?	LOW	—

Priority Scoring: HIGH (80-100) = likely to invest, MEDIUM (50-79) = strong interest, LOW (0-49) = exploring
Last Updated: Dec 30, 2025

Welcome

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Methodical Asia Roadshow Snapshot

Executive Summary

Audience / Access Contract

Source Freshness

Lead Distribution by City

Route Map

January 2026 Timeline

Key Availability Constraints

Dinner Meeting Logistics

Travel Options Comparison

Planning Assumptions

Raw Data Reference

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