Episodes
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Johan Bosini is a partner at Quona Capital, a $800 million pan-emerging-markets fintech VC firm.Timestamps:(1:58) Quona overview in numbers(4:05) Imposter syndrome and self-assessment(5:08) Investing in LatAm vs Africa: different mental models(8:07) Lose-lose situation: too many VCs backing a model/space(10:38) Africa & LatAm: similar [but delayed] growth trajectories(12:49) Do not expand across continents! [for most startups](13:49) Fintech 1.0, Fintech 2.0, Fintech 3.0(17:21) Thesis behind investing in Sava [Brex for Africa](19:25) Thesis behind investing in Orda [Toast for Africa](21:57) Not enough digital banks???(23:11) African multi-billion dollar exits: is the dream still alive?(24:09) Crazy founder storyReferences:Yoco - https://techcrunch.com/2021/07/27/south-african-payments-startup-yoco-raises-83m-series-c-led-by-dragoneer/Sava - https://techcrunch.com/2022/06/30/sava-a-spend-management-platform-for-african-businesses-gets-2m-pre-seed-backing/Orda - https://techcrunch.com/2022/11/29/orda-raises-millions-to-digitize-african-restaurants-with-its-cloud-based-operating-system/ Listen on all platforms:Youtube - https://www.youtube.com/@TheRallyCapPodcast
Spotify - https://open.spotify.com/show/3vUDH5yEH6pvRkqM1TVaxS
Apple Podcasts - https://podcasts.apple.com/ca/podcast/the-rally-cap-podcast/id1731710244
Where to find Johan:LinkedIn: https://www.linkedin.com/in/johanbosini/Twitter: https://twitter.com/JohanBosiniWhere to find Kyane:Linkedin: https://www.linkedin.com/in/kyanekassiri/Twitter: https://twitter.com/kyanekassiriLearn more about Rally Cap: https://techcrunch.com/2022/05/05/ral...Check out our Climate Newsletter: https://rallycapclimate.medium.com/
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Enrique Martinez-Hausmann is a principal at Speedinvest, a €1 billion European VC firm, with a stellar track record in Africa, the Middle East, and emerging markets at large.Timestamps:(1:54) Speedinvest's key success factors in emerging markets(5:54) Portfolio winners, in numbers(7:14) Using a different lens for emerging markets vs. Europe(9:18) Embracing lending models while others shy away from it(11:18) Funding predatory lenders?(13:26) Raising debt in emerging markets(15:26) The inherent risk of VC-backed lending businesses(17:47) Becoming a 'VC on steroids' by writing LP checks(18:48) Investing in an M-Pesa challenger(20:22) Too much VC money destroyed this vertical in Africa(23:07) Early career mistake?(24:09) Where to keep looking after 30 investments?References:Wayflyer - https://www.prosus.com/news-insights/...ShopUp - https://techcrunch.com/2021/09/06/com...Moove - https://techcrunch.com/2023/08/10/moo...Listen on other platforms:Apple Podcasts: https://podcasts.apple.com/ca/podcast...Youtube: https://www.youtube.com/@TheRallyCapPodcastWhere to find Enrique:LinkedIn: / enrique-martinez-hausmann-463220129 Where to find Kyane:Linkedin: / kyanekassiri Twitter: / kyanekassiri Learn more about Rally Cap: https://techcrunch.com/2022/05/05/ral...Check out our Climate Newsletter: / rallycapclimate
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Episodes manquant?
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Omair Ansari is the co-founder and CEO of Abhi, one of the fastest-growing fintech companies in South Asia and the Middle East.Timestamps:(1:36) Quick background on Omair and Abhi(2:32) Abhi's performance in numbers(4:12) Dirtiest MVP and figuring out the market need(6:12) Early Wage Access is a tax on the poor?(08:19) The moment when numbers went exponential(11:58) Does SME lending scale?(13:34) Key factor for a successful market expansion(15:44) Preferring mercenaries over missionaries(18:37) From equity to off-balance sheet lending(19:22) Structuring debt instruments in emerging markets(21:52) Winning market share in down markets(23:15) Early mistakes: no more missionaries(25:07) Bottleneck for growth and Abhi2.0References:Figopara - https://www.t-vine.com/turkiyes-risin...Creditas - https://techcrunch.com/2022/01/25/bra...LendingTree - https://www.cnbc.com/2014/08/01/lendi...Listen on other platforms:Apple: coming soonSpotify: coming soonWhere to find Omair:LinkedIn: / omair-ansari-40494329 Where to find Kyane:Twitter: / kyanekassiri Linkedin: / kyanekassiri Learn more about Rally Cap: https://techcrunch.com/2022/05/05/ral...Check out our Climate Newsletter: / rallycapclimate
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Lexi Novitske is a General Partner at Norssken22, who just launched Africa's second-largest VC fund. Timestamps:(1:05) How to raise a $205m fund during a global downturn(3:50) Current growth stage valuations and how to deal with unreasonable prices(5:38) Growth deals that require restructuring(9:44) Debt requirements for growth-stage companies(11:28) Norrsken's thesis in financial services(13:27) Thesis behind investing in Shara(14:18) Overfunded fintech models(15:53) Thesis behind investing in Sabi(18:37) Living in Lagos(20:36) Thinking like a growth stage investor vs. early stage investorReferences:Sabi - https://techcrunch.com/2023/05/19/afr...Shara - https://www.crunchbase.com/organizati...Listen on other platforms:Apple: coming soonSpotify: coming soonWhere to find Lexi:Twitter : / anovitske LinkedIn: / lexi-novitske-cfa-a5054a4 Where to find Kyane:Twitter: / kyanekassiri Linkedin: / kyanekassiri Learn more about Rally Cap: https://techcrunch.com/2022/05/05/ral...Check out our Climate Newsletter: / rallycapclimate
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