Fortune | FORTUNE 09月18日
创始人退出,外卖巨头Deliveroo的创业与发展之路
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本文讲述了Deliveroo创始人Will Shu从一名投资银行家因深夜送餐需求未被满足而产生的创业灵感,到将公司发展成为价值数十亿美元的跨国食品配送公司。文章回顾了Deliveroo的成长历程,包括其早期遇到的挑战,如2021年不成功的首次公开募股(IPO),以及Shu“全力以赴”的创业哲学。Shu早期亲自送餐以深入了解业务,这种高度的投入和决心赢得了早期投资者的信任。文章还引用了早期投资者Martin Mignot的观点,他强调了创业者的洞察力、承诺和强度,并为有志于创业的年轻人提供了关于研究风投和全球化思维的建议。

💡 创业起源与愿景:Deliveroo的创始人Will Shu,曾是摩根大通的投资银行家,因其在100小时工作周中面临的深夜送餐需求未被满足而看到了商机,并于2013年创立了食品配送服务Deliveroo,旨在解决自身及他人的用餐难题。

🚀 成长与成就:经过十多年的发展,Shu成功将Deliveroo从一个满足个人需求的解决方案,打造成一家跨国食品配送巨头。近期,DoorDash同意以近30亿英镑(约40亿美元)的价格收购Deliveroo,Shu也将因其持有的6.5%股份获得约2.5亿美元的收益,并准备卸任CEO一职。

💪 创业哲学与实践:Shu的创业哲学核心是“全力以赴”,强调创业者需要100%投入并对自己的想法充满热情。他鼓励跳出舒适区,勇于承担风险,并从成功与失败中学习,培养即兴应变的能力。在公司早期,Shu甚至亲自骑自行车送餐,以第一视角理解业务和用户体验,展现了极高的承诺度。

📈 挑战与坚持:Deliveroo的成长之路并非一帆风顺,包括2021年首次公开募股(IPO)时股价暴跌30%的挫折。然而,Shu始终坚持其创业理念,这种坚韧不拔的精神也赢得了早期投资者的青睐。Martin Mignot,Deliveroo的首位投资者,正是看中了Shu的洞察力、承诺和创业激情,这使得他在30岁前成为百万富翁。

🌍 未来展望与建议:对于渴望追随Shu和Deliveroo脚步的年轻创业者,Mignot建议他们研究顶尖的风险投资公司及其近期投资,并采取全球化的视野,不局限于单一地域。他强调,当今时代信息获取更加便捷,鼓励创业者进行充分的尽职调查,并勇敢地参与其中。

As a former investment banker at JPMorgan in London, he was dismayed with the lack of late-night delivery options that could satisfy his appetite working 100-hour weeks. But instead of resigning himself to supermarket meal deals, he saw a business opportunity. That insight became Deliveroo, his food delivery service founded in 2013.

More than a decade later, Shu turned Deliveroo from a fix for his midnight cravings into a multinational food delivery powerhouse. Earlier this year, DoorDash agreed to buy the British rival for nearly £3 billion (around $4 billion). Now, Shu is preparing to step back as CEO—and walk away with about a $250 million windfall from his 6.5% stake.

“I have decided that now is the right time for me to step down,” Shu said in a statement to Fortune. “Taking Deliveroo from being an idea to what it is today has been amazing.”

Deliveroo’s path hasn’t been without setbacks, including a rocky initial public offering in 2021 in which shares plunged 30%. Still, Shu has been guided by a simple mantra: to go all in.

“When it comes to entrepreneurship especially, you can’t hedge yourself. You have to dedicate yourself 100% to your one idea and be the person that cares about it the most,” Shu told Raconteur in 2024.

“As part of that, you also have to step outside your comfort zone and take risks. You will learn from the successes and failures and hone your ability to improvise on the fly, which is one of the most important qualities in any entrepreneur.”

From 100-hour workweeks to building a $4 billion company

While Shu wasn’t someone who always had entrepreneurial dreams, his commitment to his idea was evident from the start. In the early years, he would personally hop on a bike and do deliveries himself to understand the company from the eyes of a driver.

“I would say, ‘hey I’m Will, I founded the company.’ No one ever cared. Because they just wanted their food, right? So they just shut the door in my face,” he told The Grocer in 2023.

Even though the company just had eight employees, a few thousand employees, and a not-so-great website, it was Shu’s level of commitment that impressed Martin Mignot, Deliveroo’s first investor

“When you see that level of insight and then of commitment and greed and intensity, it’s a no-brainer,” Mignot told Fortune earlier this year.

Mignot’s early spot of the company helped turn him into a multimillionaire by the age of 30. And for Gen Z looking to follow in his footsteps and find the next Shu and Deliveroo, his advice is simple: research the top 20 VC firms and make a list of their recent investments.

“We live in an incredible time where everything is getting more accessible,” Mignot said. “Don’t limit yourself to a single geography, think global, do your due diligence and just go along for a ride.”

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Deliveroo Will Shu 食品配送 创业 外卖 Food Delivery Entrepreneurship Startup
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