wen | 《zhongguoqiyejia》jizhe zhangwenjing
编辑 | 米娜
jigeyueqian,diaoyebazijizuodeyanjingxiangmutingdiaole。
diaoye,benmingmengxing,shiafujingyou、diaoyeniunan、santikongqijinghua、xuepankaochuan、helijiadenghenduopinpaidechuangshiren,tayeshixiaofeihehulianwangquandechuangyemingxing。
2022nian,tazuoleyigexinxiangmu——dongxisuyanjing,zhizaizuo“5000yuanyanjing”depingti。yinianduoyiqian,diaoyehaiduizheigexiangmuxingzhibobo。tarenwei,putongyanjingdiandeyanjingdoushi“laji”。zenmeyinglini?“zheibujiushidanglaobandelequma?jiushizheimefeng!”tayongtiancaichuangyezhebandeyuqishuo。
今年8月,雕爷坦言,这个项目结束了,“因为眼镜项目本身是一个消费升级方向的产物,未来几年可能完全找不到属于它的生态位。”
过去半年多,他最深的感受是,永远不要和趋势作对,哪怕是壮士断腕、忍痛赔钱离场。他后悔没有早看到一句话,“你只需富一次”。
这是巴菲特十多年前在一次股东汇报上说的,给他带来的启示是:如果你已经开始变富,后面所有的冒险都必须要控制好风险,如果借用了杠杆,且风险无法控制,财富很可能会清零。
suoyi,tabuzaimaoxian,tingdiaoyanjingxiangmu,bingcongquniankaishihuigouafujingyouguquan,“jitouzirenhaiqian”。
diaoyemeiyoutidaodeshihelijia——tayu2014nian3yuechuanglidexianshangmeiyefuwupingtai,cengbeitarenweishizuizhongyaodeyicichuangye,shikenenggaibianrenmenshenghuofangshidechuangye。lianggeyueqian,diaoyeshuoyaokongzhihaofengxiandeshihou,helijiadefengxianyijingwubuzhule,yiboyouyiboshouyiren、xiaofeizhe、yuangongshangmenxianghelijiazhuitaoqiankuan。
《zhongguoqiyejia》huoxi,tamenxianghelijiazhuitaodeqiankuan,bujinbaokuoshouyirenfuwufei、yuangongxinzi、xiaofeizhetuikuan,haiyoushouyiren、yuangongkouzhongde“jindingjihua”、baiyibutiejileisixiangmutouzizijin。“shaozeshuwanyuan,duozejishiwan,zuiduodeyouliangbaiduowan。”yiweishouyirencheng。
jinri,《zhongguoqiyejia》jiuhelijiamuqianqingkuang、jiejuefangan、zijinquxiang、shangshijidagudongdengwenti,lianxihelijiaceoliangjiqing(huaming“zhongping”)。10yue25ri,helijiatongguogongguangongsixiang《zhongguoqiyejia》falaihuifuhan,duixiangguanwentijinxinglehuiying。
helijiacheng,gongsizaineibujichazhongfaxianyouweiguicaozuo、shuadanxingweideng,zhuanqugongsiewaijilifeiyong,yincigongsizaijichadetongshi,duocidiaozhengshouyirenfuwufeiyongzhifuzhengce,yidingchengdushangranghelijiachengshoulezhengchangjingyingfanchouneibuyingchanshengdefankuanyali。
helijiayefourenle“touzi”zhishuo,cheng“jindingjihua”shiduishouyirenfazhanxinkehujiarupingtaijiyudefanyongjiangli。“wosizaicishengming,helijiaconglaimeiyousuoweiderongzi、chuzhi、mujizijindexiangmu,yemeiyourenhechengnuotouzihuibaodexingwei。”
muqian,helijiashouyiren、yuangong、xiaofeizherengzaixunqiugezhongtujing,xiwangnengzhuihuihelijiaqiankuan。helijiachuanglizhichu,chuangshirendiaoyecengshuo:“zheijianshibixuyaozuo,helijiaganchenglewojiutashile,ganshulewoyetashi。”xianzai,diaoyezaoyiconghelijiadeguanlizhongdanchu,2023niantajieshoucaifangshicheng:“jinbaoliugudongshenfen,buzaicanyuguanli。”helijiaxiang《zhongguoqiyejia》biaoshi,muqianhelijiadedagudongshialibaba。
yanxiadewentishi,ruguo“ganshule”,sheilaiweihelijiadejiejumaidan?
01 上门追讨欠款
9月25日,一些手艺人、员工彻夜难眠,这是当月河狸家承诺还款的最后截止日。
在河狸家平台上,化妆师、美甲师、按摩师等被称为手艺人,他们向河狸家支付押金后即可入驻平台,通过平台接单并完成服务,河狸家按比例抽成,再向手艺人支付服务费用。也有一些手艺人拥有自己的线下门店,与河狸家签署合作协议后,入驻平台。
由于河狸家迟迟未能支付欠款,手艺人上门追讨。9月份,河狸家拿出了一份协议,其中承诺,2024年9月至2025年4月,每个月9日至25日,河狸家按历史手工推广费总额的10%至15%向手艺人支付。
但在9月25日之后,她们意识到,这份协议形同废纸。
据一位手艺人透露,到了9月25日,包括她在内的很多手艺人并没有收到来自河狸家的任何款项,也有一些人收到了,但仅几十元、几百元,相对于河狸家拖欠他们数十万元、数百万元的款项,几乎可以忽略不计。
9月14日,位于北京东北四环的河狸家北京公司,一位员工百无聊赖地坐在前台,公司内员工不多,显得空荡荡的。两位员工在门口沟通手艺人上门追讨欠款deqingkuang,bingbubihuiwairen,sihuxiyiweichang。
helijiaqianyuangongwangtiangaosu《zhongguoqiyejia》,2024nian5yuekaishi,meizhoudouyouyiborendaogongsitaoyaoqiankuan。dao9yuechu,tiantiandouyourenshangmen。
shouyirenlileiyu2022nianchuruzhuhelijiapingtai。yizhiyilai,helijiatuixing“t+7”zhengce,jishouyirenwanchengfuwu7tianhou,jikejianggaibifuwusuohuoyongjintixian,bingjinrushouyirengerenzhanghu。dan2024nian2yuekaishi,lileifaxian,helijiapingtaiwufatixianle。tazhaodaohelijiayunying,duifangyigezhongliyoutuituo。
dengdao2024nian4yue,henduoshouyirenyishidao,gongsikenengchuxianwenti,zhijieshangmentaoyaoqiankuan,danzuihou“qianyebufa、gongsibanzoule”。lileigaosu《zhongguoqiyejia》,muqianhelijiashangtuoqiantayongjinjiyajinyue1wanyuan。
helijiashangshuduifufangandeshijiduifuqingkuangruhe?xieyizhong“shougongtuiguangfei”jutibaokuoshenmekuanxiang?helijiabingweizhengmianhuiying,jinxiang《zhongguoqiyejia》biaoshi,gaifanganshizhendui2024nian9yue1riqianweifafangdefeiyongyue。
duiyu2024nian9yue1rizhihoudedingdansuochanshengdeshangmenshouyirenfeiyong,helijiachengtuichulelishishangzuikuaidetuiguangfeifafangfangan,pingtaihuizai3rineijiesuan,“muqiangaifanganzaigedikaishiluoshituijin,shouyirenjieshouduhenhao。”danyoushouyirenhehelijiaqianyuangongcheng,muqianbingweiduixian。
2024niangangruzhihelijiadewangtian,bujiuhoujiufaxianlebumiao,“meiyouyigeyuedegongzishizhunshifade”。weici,gongsijichule“huashi”liyou,biru“shouyirendapiliangtuikuan、gongsizhanghubeijianguan”“gongsijijiangshangshi,bunengyoutaidadezijinliudong”“fafanggongzidezhanghuyoualijianguan,fagongziliuchengxudedaoalishenpi”,zaidaohoulai,liyoubianchengle“xitongshengji”。
7yuekaishi,tameiyouzaishoudaorenhexinzi。aodao8yuedi,tatichulelizhi。muqian,helijiarengtuoqiantalianggeyueshuwanyuandexinzi。juqitoulu,bushaoyuangongyitiqizhongcai。shaoshuyuangongsuiranrengzaizhi,danbushaorenqingjia,yebuzaiqugongsishangban。
helijiazaihangzhou、beijing、chengdoudengduogechengshidegongsi,yintuoqianwuyezujin、dianfei,bangongshilihuorenquloukong,huobeiqiangzhitingdian。
danyixielaoyuangongshenzhibuganlizhi。yiweihelijiaqianyuangongxiang《zhongguoqiyejia》toulu,“tamendaduotouleqian。”tasuoshuodetouleqian,shizhi“jindingjihua”,yijileisixiangmu。
xiangbixinzi、yongjin,“jindingjihua”huoshihelijiadeyigegengdadekulong。
02 神秘的“金鼎计划”
zhangmingcengzaihelijiaduanzangongzuoguo,lizhihouzaiqiantongshidejieshaoxia,touzile“jindingjihua”。jiezhimuqian,rengyou15wanyuanshangweizhuitaohuilai。
zhangmingcheng,helijiafangmianguanyujindingjihuadeshuocishi,“weijiexialaideshangshizuozhunbei,zugoudadezijinliuhuiranghelijiadeshangshijinchenggengshunli。”
zaidangshizhangmingdeyanzhong,helijiashimeiyepingtaidedujiaoshou,beikaoali,qieyijingliduolunrongzi,conggefangmianlaikan,gongsiyinggaishikaopude。jiashangyiweizaigongsigongzuojin10niandetongshidetuijian,chuyuxinren,zai2022nianzhangmingkaishitouzi“jindingjihua”。
“zuikaishitajiujiao‘jindingjihua’,houlaihaiyoushenmebaiyibutieziyuanzhihuandengbutongmingcheng,danqishibenzhishangdoushiyiyangde,jiushibaqiantoujinqu,meigeyuedingqifanyidingbilideyongjin,tongchangshi1.5%。”zhangminggaosu《zhongguoqiyejia》,touzi“jindingjihua”bingweiqianhetong,junyouhelijiayunyingrenyuanzhijiejieshao,yaoqingcanjia。
duifanggaosuzhangming,tazhixuyaoshuaxinyongka,tongguoshuadandexingshijinruhelijiazhanghu。ciyue,helijiahuifanhuizheibizijin,rangzhangminghaixinyongka,daixinyongkayouleedu,zaijiangzheibiqianshuajinhelijiazhanghu。tamenjiangzheichengwei“gunzhang”,erzhangmingmeigeyuekeyihuode1.5%defanli。
zaiyinianduoshijianli,zhangmingmeiyuetouru10wanyuan。jinnian4yue,zhangmingxiwangchechutouzi。helijiatongshigaosuzhangming,helijiarujinfazhantaishibiyiwanggenghao,youmiaohuilehelijiameihaodeshangshilantu,jiertuijianlehelijiatuichudefandianda2.66%dexinhuodong。zhangmingzaicizhuijiale5wanyuantouzi。
dandaole7yue,yixiebumiaodejixiangkaishichuxian。shouxianshifanyongtuola,yuanbenyuedijiunengdaozhangdefanyong,zhidaociyuechudouwufadaozhang。yucitongshi,zhangmingfaxian,helijiajiangzijin“kandegenglaole”。ciqian15wanyuanbenjin,helijiameiyuedingqikeyiquanefanzhizhangmingzhanghu,daole7yue,quefenwei3bifanhai。ranerdao9yue,zheibizijinchedifanbuhuilaile。
xianxiamendianjingyingzhewangmeiyuzhangmingleisi,dantatouzideshi“baiyibutie”。
2021nian,wangmeidemendianyuhelijiaqianshuxieyi,bingruzhuhelijiapingtai。juqijieshao,tongguogaipingtaihuodededingdan,pingtaichoucheng20%。zaihelijiayudouyinhezuohou,youdouyintuiliuhuodededingdan,helijiahedouyingongfencheng51%,mendiankede49%。
houlai,helijiatuichu“youxuanmendian”huodong。2022nianqi,wangmeimeiyueyishuadanxingshixianghelijiazhanghuzhuanru10wanyuan,jikehuodetongchengsousuogengkaoqiandepaiming、liulianggenghaodeziyuanwei。buguo,dangshibingwurenhefanli,qiemeigeyuedounengzhengchangtichuzheibizijin。zheizhongmoshichixuleyinianduoshijian。
2023nian9yue,helijiayunyingrenyuangaosuwangmei,helijiatuichu“baiyibutie”,moshiyu“youxuanmendian”xiangtong,danmeigeyuekehuode1.5%delixi。
tongyangchuyuduihelijiadexinren,zaizhihoudeshuyuezhong,wangmeimeigeyuexianghelijiatouruersanshiwanyuan,zuigaofengshida50wanyuan。zhidao2024nian3yue,wangmeishuajin20yuwanyuan,houyingerenxuyao,xiwangtichuzheibizijin,quefaxianwufatixianle。helijiayunyingrenyuanjichudeliyoushi:“gongsiyinshangshishenhe,zijindongjiele。”
cihou,yuwangmeiduijiedeyunyingrenyuanhuanlehaojibo,zheibiqianqueyizhimeinengtuihuizhiwangmeizhanghu。
wangmeicheng,helijiayunyingrenyuangaosuta,“jindingjihua”yu“baiyibutie”benzhishangxiangtong,zhenduixianshangshouyirentuichudejiao“jindingjihua”,duixianxiamendiantuichudejiao“baiyibutie”。
helijiadui“benjin”“touziren”zhishuoyuyifouren。zaihuifuhanzhong,helijiacheng:
“‘jindingjihua’,shijishiduishouyirenfazhanxinkehujiarupingtaijiyufanyongjiangli。gaijihuademeiyiweicanyuzhehegongsiqiandingdedoushichengjiaodingdanfanyongjianglidehetong,hetongmingqueyuedingjiangliyijuweizhenshidejiaoyidingdan。gongsiyoushouyirenqiandingdehetongzuoweizhengjuzhengmingshangshushishi。”
“yincibingbucunzai‘touziren’he‘benjin’deshuofa。jindingjihuaguidingshouyirendachengyidingdegtv,bixushizhenshijiaoyibingweifashengtuikuandeqingkuangxia,pingtaigenjuhetongyuedingdeanzhaobutongdezhouqi(yuedu、jidu、banniandu)jiyujilifanhai。”
buguo,yixieshouyirenhehelijiayuangonggaosu《zhongguoqiyejia》,shijiqingkuangbingfeiruci。tamencheng,canyu“jindingjihua”de,bujinyoushouyiren,haiyouhelijiayuangong,shenzhiyuangongshenbiandeqinpenghaoyou,tourujinejiwanyuan、jishiwanyuan、shangbaiwanyuanbudeng。
yiweihelijiaqianyuangongbiaoshi,jindingjihuajiushiyigeshouyihengaodetouzixiangmu,yuelilv1.5%zhi2%。zaihangzhou,jindingjihuadayueyu2022nianzhongqidong,beijing、shanghaizekaishidebijiaozao。youyushouyida,jiazhiciqiangongsiyunzhuanzhengchang,youhenduohelijiayuangongyecanyuletouzi。henduo“jindingtouzi”canyuzheshenzhimeiyouqianhetong,“quankaoliyiyoudao”。
03 上市和大股东疑云
zaihelijiadeguanlizhong,“shangshi”he“dagudongali”beigaocengpinfantiji。
wulunshishouyiren,haishiyuangong,junxiang《zhongguoqiyejia》biaoshi,helijiayizhixuanchengjiangshangshi,“hanlehenduonian”。
zhangming、wangmeijuntidao,helijiaxiangtamentuiguangjindingjihua,jiushiyi“shangshi”weishuoci。“gongsishuoyaoshangshi,rangwomenshualiushui,zhangmianliushuiduo,gongsicaikeyirongzishangshi。”wangmeishuo。
2024nian4yue,youxiaoxicheng,helijiazai10zhounianshouyirenshengdianshangzhengshixuanbuqidongipo。
而后来,章鸣为自己4月份追加的5万元投资而后悔时,却发现,“不少人都在4月份被河狸家运营‘抓’回来,请他们帮忙冲业绩,继而陆续在这个时间节点又重新投资了‘金鼎计划’。”
同时,河狸家鼓励手艺人购买期权,或定期参与“金鼎计划”,奖励期权。
而在河狸家内部,上市同样迷雾重重。河狸家前员工林蔚告诉《中国企业家》,河狸家内部说是计划上市,已提交IPO,但真实性未知。最初,他对于河狸家所宣传的上市深信不疑,也因此入职河狸家,但河狸家逐渐出现问题,他开始产生怀疑。
另一位河狸家员工对上市之说却嗤之以鼻,“我自身经历过公司上市,这个公司的所有情况都不是上市的前兆。”
duici,helijiahuiyingcheng,“yaoqiushouyirenduoshualiushui”weibushixiaoxi。
“ciqianwomenzaineibujichazhong,faxianshaoshuyuangongtongguoyindaoshouyiren,tongguoxinkaishedexujiaxiaofeizhezhanghuheshouyirenzijidefuwuzhanghu,zhizaoxujiajiaoyidingdandebihuan。ercongzheixiexujiadejiaoyizhong,dalianghuoqugongsidecuxiaojianglifeiyong。zheishiyizhongdianxingdeneibutanfuhezhiwuqinzhandexingwei,womencongweiyaoqiuyeyangejinzhigongsideyunyingrenyuanyaoqiushouyirenshuadan。”helijiazaihuifuhanzhongshuo。
然而耐人寻味的是,自称河狸家CEO梁吉庆多年微信好友的吴伟zai9yuechucengxiang《zhongguoqiyejia》fanying,qibangzhuliangjiqing“shuadan”beipian。
今年8月初,梁吉庆称“业绩有缺口”,请吴伟bangmangweihelijiatianmaodian“chongyeji”,chengnuo30tianhoufanhaizijin,bingjiyuyidingfandianjiangli。liangjiqingfalailianjiehou,tagoumaile1wanyuandehelijiafuwuka。danyigeduoyuehou,dangtazhaodaoliangjiqingyaoqiutuikuanshi,liangjiqingcheng,yizaizoutianmaotuikuanliucheng,haixujitiancainengtuikuan。zhihoushucicuihai,liangjiqingrengjichutongyigeliyou。julejie,zaitagongkaizhengquhou,helijiatuihailezheibizijin。
guanyuipo,helijiazehuifu,“youyugongsizhangchenghexiangguanzibenshichangguanlizhiduzhongdexinxipiluguiding,bubianjutipilu。”
chuleshangshi,helijiadelingyigeguanghuanlaiziyu“diyidagudongalibabajituan”。helijiaduoweiqianyuangonggaosu《zhongguoqiyejia》,tamenshibeihelijiadealibeijingxiyin,congerjinruhelijia。helijiaduiwaiyeyizhiyialiweigongsibeishu。
jubaodao,2014nian4yue,zaicongidgzibennadaotianshilunrongzihou,helijiagongjinglilesilunrongzi,touzifanghaibaokuokuandaizibencbc、qimingchuangtou、guangxinziben、maixingtouziguanli、lidingtouzidengjigou。2020nian8yue,alibabajituanduihelijiazhanlvetouzishuyiyuan,chengweihelijiadediyidagudong。
linyuzhiyan,helijiazaihangzhoudemingqi,zhuyaoshikaoali,yinweialishizuidagudong。“diaoyezhishichuangshiren,lingdaoduiwomenchuandadejiushi,alishizuidagudong。”dantajinjiezheyoushuo,“wangchuanalichezile,buzhizhenjia。”
erduiyuhelijiaciqianjichude“fafanggongzidezhanghuyoualijianguan,fagongziliuchengxudedaoalishenpi”zheiyiyanchifafanggongzideliyou,wangtianyegandaoyihuo,“congneibutingshuo,aliqueshitouziguoqian,danshizhihoujiumeiyouzaichixutouqianle,kenengzhitouguoneiyici。”
alibabajiujingshibushihelijiadediyidagudong?
tianyanchaxianshi,beijinghelijiaxinxijishuyouxiangongsi(xiacheng“beijinghelijia”)gongyou6mingziranrengudong,qizhongmengxing(jidiaoye)chigu72%,weizuidagudong、shijikongzhiren。hangzhouhelijiaxinxijishuyouxiangongsizeyoubeijinghelijiahehangzhouyouhaoneirongwangluoyouxiangongsifenbiechigu70%、30%,houzheyouziranrenzhengxiangyu100%chigu。
guanyudagudongqingkuang,helijiahuifu《zhongguoqiyejia》,“youyugongsichenglishi,touzirenzhongyouwaizijijin,suoyizaiguquanjiagoushangcaiyonglebiaozhundeviejiagou。zaizheigejiagouxia,helijiaxianggangyouxiangongsi100%konggubeijingmengxiangchengbaoxinxijishuyouxiangongsi,erzuoweijingneidewaiziqiye,beijingmengxiangchengbaoyoutongguoyixiliekongzhixieyi(baokuowaijiekandaodeguquanzhiyaxieyi),kongzhijingneijingyingshitibeijinghelijiaxinxijishuyouxiangongsi。2020nian8yue,alibabajituanjinxingzhanlvetouzi,chengweihelijiadedagudong。”
zaihelijianeibu,linyubiaoshi,queshinengkandaoyixielaizialideyingxiang,birushiyonghuaming,youbiruxiaofang“shuang11”,zaihelijiadazao“919”denggeleicuxiaojierideng。
danchucizhiwai,sihuzaiwugengduo。shishishang,wulunshihelijiaceoliangjiqing,haishichuangshirendiaoye,benshenyualipoyouyuanyuan。liangjiqingchushenyuali,cengrentianmaomeizhuangyurihuapinleidefuzeren。erchuangshirendiaoye,ju《caijing》zazhibaodao,yinweiduimayunhealimoshidechongbai,weizijiqule“diaoye”zheigehuaming。
04 资金“饥渴”
helijiadezijinwentihuocongqunianxiabannianjiukaishixianxianle。
zaihelijia,fuzeduijieshouyirenduandeshiyunying。helijiaqianyunyingrenyuanlinyucheng,2023nian9yue,jiuyoushouyirenfankuitixianchuxianyanchi。houlai,tazhujianjiedaoyuelaiyueduoleisidefankui。
“dao2023niandizuoyou,gongsichuxianleyizhongqiguaidexianxiang——yongqiantiqian,jiyifangmianbujishouyirentixian,lingyifangmianrangyunyingrenyuanzhaoshouyirenyaoqian,canyujindingjihuadenggezhonggaoshouyitouzi。”linyuxiang《zhongguoqiyejia》jieshi,“jugelizi,jiaruyiweiyunyingduijiedeshouyirena、b、c、d,yigongdaifafang5wanyuan,taxuyaolingzhaoyiweishouyirenetoujinlai5wanyuan,zheiyanga、b、c、ddeqianjiunenghenkuaidaozhang,fouzezhinengdengzhe。”
zaiciqijian,yunyingrenyuanmeitianchengdanjudadeyali。zheiyangdezhuangkuangyizhichixudao2024nianchunjiehou,tuoqianshouyirenshourudexianxiangyuelaiyueyanzhong。ciqianhenshaochuxiantixianchaoyigeyuehaiweidaozhangdexianxiang,danchunjiehouchuxianle,zhidao2024nian3yue,1yuefendetixian(ji12yuedeshougongshouru)rengweidaozhang。
yixieshouyirenkaishidaogongsitaoyaoshouru,yunyingrenyuanbeiyaoqiuchumianchuli。“danshishishang,womenbubishouyirenzhidaodeduoduoshao,gongsimeiyougaosuwomenrenhexinxi,meigeyuedouzhishuo,xiageyuejiuhuifuzhengchangle。”linyushuo。
2024nianshangbannian,gezhongjixiangdouxianshichuhelijiaduizijindejidukeqiu。
linyutoulu,chulejindingjihua,helijiahaituichuleyuemanyingka、qiquandenggeleihuodong,junshileisidegaoshouyixiangmu。“shibushituichuyigehuodong,rangyunyingrenyuanqugenshouyirentan。”
zuoweimeiyetoubuo2opingtai,helijiaweiheruci“queqian”?
zaoqi,diaoye“xiangkeleyaoyiyangqurongzi”,xishigufenyezaisuobuxi,bixuyilunlunrongxiaqu。tacengzai《mbajiaobuledechuangfuke》yishuzhongtidao,“helijiahenshaoqian,rijunliushuifengzhichaoguo1000wanyuan,keshigangkaishiyifenqiandelirundoumeiyou……zuopingtaitaiweixianle,conggailvshangjiang,nenghuoxialaidoushixiaogailvshijian。”
河狸家与滴滴、kuaidedechengzhangmoshijiweixiangsi,doushiyonggaoedebutiexiyinyonghuqianlaixiaofei。2015nian,helijiarengmeigeyuekuisun2000wanyuanzuoyou。
吴伟cengjingyeshio2opingtaichuangyezhe,conghelijiagangchenglishijiukaishiguanzhuzheijiaqiye。guoquduonian,daliango2opingtaidaobi,danhelijiajianchizhijin,qiechengweichuileitoubuqiye,tajuedepoweibuyi。
zaitakanlai,zheizhongmoshibenshenbingbukekong,rongyipaodan。yuchuxinghuowaimaipingtaibutong,meijiashi、huazhuangshidengshouyirentongguopingtaijiedan,yukehushuxihou,sixiajiedanjike,bubiwanquanyilaiyupingtai。“suoyi,helijiaduiyushouyirendeguankongnengliyaoqiuhengao。”
yiweihelijiaqianyuangongyerenwei,zheizhongmoshinanyizuoda。tatoulu,pingtaishanghuoyuedeshouyirenqunti,pingjunmeigechengshibudao200ren,shuliangbingmeiyouneimepangda。
taciqiansuozaidemeijia、meijiebankuai,shouyirenmeigeyuedaozhanggongzi,xiangchaoguo1wanyuanbingburongyi。ruguoshouyirenshourubugao,yiweizhepingtaisuohuodedeshouruyemeiyouxiangxiangdekeguan。zaitakanlai,zheibushigangxudexuqiu,yebingbushitebiegaopindexiaofei。
“congwosuozaibankuaiqingkuanglaikan,yingyeebuhuitaigao,bingbuzuyizhichenghelijiashangshi。”shangshuyuangongcheng。
eryanxia,helijiashouyirenheyuangonggengguanxindeshi:tamendeqian,daodiqunale?
05 隐去的创始人
buguanhelijiadiyidagudongshialihaishidiaoye,keyiquedingdeshi,diaoyesihuyijingwanquanconghelijiadejingyingguanlizhong“danchu”le。
duoweiyuangonggaosu《zhongguoqiyejia》,diaoyezaihelijiameiyourenhecunzaigan,genbenjiumeijianguozheigeren,yemeiyourenhuitizheigeren。2023nian5yue,diaoyezaijieshoumeiticaifangshiyebiaoshi,qizaihelijiazhibaoliulegudongshenfen,buzaicanyuguanli。
但最初并不是这样。
2013nian,dango2olailindeshihou,diaoyejuedezheishiyicilishixingdedajihui。tazhuomochu20duogekeyizhenghexianxiaziyuandeo2omoshi,zuizhongxuanzelemeijia。2014nian3yue,tachuanglihelijia。
河狸家本质上是一个O2O平台,客户通过APP下单,美甲师上门提供美甲服务。后来,河狸家的业务拓展至美甲、美容美睫、手足护理、化妆造型、美发、健身等。
最初的核心团队有很多人来自阿里巴巴,其中就包括联合创始人和CEO梁吉庆,她曾主导搭建天猫美妆,雕爷找上她时,她已经离开天猫,准备创业。
在《MBA教不了的创富课》中,雕爷讲过河狸家早期融资的故事,这个故事他在多个场合中讲过。
据雕爷讲述,2014年年初,他准备启动河狸家项目,就去找IDG的李丰做参谋。等他说完了,李丰说:“你的想法跟我一样。你必须让我投资,因为你的前两个项目我都错过了。”
当时,雕爷打算自己先拿几千万元试试水,并不想要他们的钱,只好随口开了一个天价,把这个仅仅存在于他脑海中的“想法”估值到1.5亿元人民币。本意是想吓跑李丰,没想到李丰比他还疯,爽快答应了。
diaoyecheng,2014nianqiutian,yijiazhimingfengxiantouzizaiblunrongziduihelijiadeguzhijiejin10yiyuanrenminbi。dao2015nian2yue,helijiawanchengclunrongzi,guzhijin3yimeiyuan。zheiyilun,tabenrenyegentoule750wanmeiyuan。“clunzhihou,wobenrenzaihelijiasuozhandegufen,jiuzhishengxiabaifenzhisishijile,sangshile‘jueduikonggu’diwei(dangran,xiangduikongzhirengranbubian)……”tashuo。
diaoyejuede,helijiashizijiyoushiyilaizuidagejudeyicichuangye,qianchedaoneimeduoshouyirendefanwanwenti,bixuzhuanzhutouru。suoyihelijiaqidonghou,tabaafujingyoujiaojibierendali,chulehuiqucanjialihui,qitashijianquanbujilehelijia。
tazuoguomeirong,zuoguoafujingyou,zuoguocanyin。zheixiechuangyegaibianletademingyun,rangtayongyoulecaifu,dantabingbuganxin。taxiwangliuxiayigecunzaiyuzheigeshijiedehenji,shenzhicongmouzhongchengdushanggaibianrenmendeshenghuofangshi,gaibianshijie。helijiacongmouzhongchengdushanglaishuo,chengzailetadeyexinhexiwang。
diaoyeqishibingbutaidongmeijia,duiyuqiyeguanlixijieyechangchangshouzuwucuo。helijiadeshijiguanliyunyingyouceoliangjiqingfuze,diaoyegengduoshizhidinggongsizhanlve、jiliyuangong。danbuzhicongshenmeshihoukaishi,diaoyechediconghelijia“yinshen”le。
diaoyeduizijiderenzhi,shiyigetianmaxingkongdechuangyezhe,erjuebushiyige“fadusenyan”dezhixingzhe。
tacengjianyinianqingren,yuqixiandugemba(gongshangguanlishuoshi)zaiquchuangye,haiburuxianquchuangye,dengyudaotianhuabanle,zaiqushangxueyuandugeemba(gaojiguanlirenyuangongshangguanlishuoshi)。yinweimbadesuoyoukecheng,doushizaixunlianrendelixing,danguodulixing,xiangxianglihexingdongliyidinghuixiajiang。mbadezuijiachulushizhiyejingliren。
chuangyezhe,zaitakanlaiyinggaishiyigekongxiangjia,anzhaoxiangxiang,huachutuzhi。gaihaofangzihou,denggaijinxingshiyonghuoxiushanle,jiulundaombamenchushoule。
tatanyan,tazaiguobuzhiyicigentouhou,caidongde,zijiconglaijiubushiyigedangceodeliao,“wogenbenbuhuizhixing”。jiranruci,neijiudangdongshizhanghaole,baceodeweizhijiaojizhiyejingliren。
diaoyebeihou,zhuizheyizhangchuanchuangyegongsidemingzi,tademeiyigexiangfajihudouzhuanhuachengleyigegongsi。raner,rujinzheixiegongsidaduoshudemingzidouyinruchenyanle。yexuzhengruhelijiayiweiyuangongsuoxingrongde,“sihutaderenwuzhishibazheigecaotaibanzidaqilai”。
文中人名均为化名
参考资料:
《MBA教不了得创富课》,机械工业出版社,雕爷
《“隐形独角兽”美业服务平台河狸家为何深陷拖欠款项等质疑?》,每日经济新闻,陈晴、杨卉
《雕爷孟醒:胡同串子“洗白”记》,《财经》杂志,陈庆春
《雕爷遇见孟醒》,南方人物周刊,黄剑
《雕爷自述:我把眼镜项目停掉了,人永远不要和趋势作对》,刀姐doris
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