US–China macro intelligence
The China signal
your deal memo
is missing.
CNY Trends provides institutional-grade China macro research for US VC and PE funds with Asia exposure. Weekly briefs. On-demand deal memos. Built for associates and VPs who need the signal, not the noise.
What we do
01
Weekly China macro brief
2–3 pages. Policy shifts, capital flow dynamics, sector-level risk. Delivered Monday, ready for your Tuesday IC meeting.
02
On-demand deal memos
You send us the target. We return a China-angle memo: regulatory exposure, supply chain risk, macro tailwinds, competitive landscape in-country.
03
AI-powered DD tool
Query our China macro database directly. Flag risks, surface comps, stress-test assumptions — in minutes, not days.
Built for
Not every fund.
The right ones.
CNY Trends is not a general macro service. We cover one axis: the US–China relationship and what it means for capital allocation. If that axis doesn't matter to your portfolio, we're probably not the right fit.
US VC or PE fund with portfolio companies with China supply chain or revenue exposure
Associates or VPs responsible for deal screening, DD, or portfolio monitoring
Funds actively evaluating Asia-exposed opportunities in tech, manufacturing, or consumer
Teams who need a China analyst but can't yet justify a full-time hire
The offer
Intro retainer
Research Access
$500–800 / month
Weekly China macro brief
1 on-demand deal memo included
AI DD tool access
Email Q&A on brief content
Full retainer
Research + Advisory
$1,500–2,500 / month
Everything in Research Access
2–3 deal memos per month
Quarterly strategy call
Custom sector monitoring alerts
Start with a free memo.
Send us a deal you're looking at with any China angle. We'll return a structured memo within 5 business days — no strings, no pitch. If it's useful, we'll talk about what an ongoing relationship looks like.