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Investment Thesis

Tech adoption and rising incomes in emerging markets is creating a generational opportunity for new entrants.

New companies following business models proven in Western and developing markets (China and India) are restructuring traditional industries and taking a leading role in core economic sectors.

We Invest in B2B and B2B2C in Emerging Markets

Target verticals

Supply chain
Fintech rails

Target emerging markets

Africa & MENA + Turkey
South Asia
Latin America
Southeast Asia

Target natural regional monopolies or oligopolies

Two sided marketplaces with many participants on each side
Large economies of scale
Strong first mover advantage
National or regional market

Our Investment Strategy

The team has a record of success and experience through working and living in emerging markets