Episodes
Overview: Today, we’re going to explore eTranzact - the African payments and switching platform. We’ll discuss the story across the following areas:
First, Nigerian payments context
Second, eTranzact's early history
Third, Product & monetization strategy
Fourth, Competitive positioning
Fifth, Overall outlook
This episode was recorded on Feb 11, 2024
Companies discussed: eTranzact, Interswitch, Unified Payment Services Limited (UPSL), Systemspecs (Remita), Paystack,...
Published 02/16/24
Overview: Today, we’re going to explore Moove, the mobility fintech. We’ll discuss the story across the following areas:
African mobility and transportation context
Moove's launch & early history
Product & monetization strategy
Competitive positioning & potential exit options
Our overall outlook.
This episode was recorded on Jan 14, 2024
Companies discussed: Moove, Uber, Lyft, Autochek, Cars45, GoKada, Creditas, Swvl, Lori, Sendy & FairMoney
Business...
Published 01/23/24
Overview: Today, we’re going to explore AFEX, the African commodities exchange. We’ll discuss the story across the following areas:
African Agriculture context
AFEX's launch & early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook.
This episode was recorded on Dec 24, 2023
Companies discussed: AFEX, EAX (East African Commodity Exchange), Tony Elumelu Foundation, Heirs Holdings, Apollo Agriculture, NCX,...
Published 12/31/23
Overview: Today, we’re going to talk about Nomba (formerly known as Kudi) , the FinTech payments solutions provider. We’ll explore the story across the following areas:
African & Nigerian SME context
Nomba's early history
Product & monetization strategy
Competitive positioning & potential exit options
Our overall outlook.
This episode was recorded on December 3, 2023
Companies discussed: Nomba (Kudi), MoniePoint (TeamApt), Yoco, Kuda Bank, Flutterwave,...
Published 12/11/23
Overview: Today, we’re going to explore TymeBank - the South African neobank. We’ll discuss the story across the following areas:
African & Nigerian banking context
TymeBank's launch, early history, growth & fundraising
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook.
Companies discussed: TymeBank, African Rainbow Capital (ARC), MTN, Kuda Bank, Chipper Cash, FairMoney, Carbon, Discovery Bank, Branch,...
Published 11/13/23
Overview: Today, we’re going to explore Carbon, the credit-led Neobank. We’ll discuss the Carbon story across the following areas:
African lending & consumer credit
Carbon's founding & early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook
This episode was recorded on Oct 15, 2023
Companies discussed: Carbon (PayLater, One Credit, OneFi, One Finance), Diamond Bank, Cafe Neo, Kaizen Venture Partners,...
Published 10/19/23
Overview: Today, we’re going to talk about FairMoney, the credit-led Neobank in emerging markets. we’ll explore the FairMoney story across the following areas
African lending & consumer credit
FairMoney's founding & early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook
This episode was recorded on Oct 1, 2023
Companies discussed: FairMoney, Branch, PalmPay, Kuda Bank, Carbon, 54Gene, GTBank, Access...
Published 10/06/23
Overview: Today, we’re going to talk about Branch, the FinTech lending company and Neobank. We’ll explore the story across the following 5 areas:
African lending & consumer credit
Branch's founding early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook
This episode was recorded on Sep 10, 2023
Companies discussed: Branch, Kiva, Kuda Bank, Chipper Cash, Earnin, Paga, FairMoney, MFS Africa, GTBank,...
Published 09/14/23
Overview: Today, we’re going to talk about Sabi, the B2B retail & supply chain services platform. We’ll explore the story across the following areas:
Africa’s and Nigeria’s informal retail sector
Sabi’s early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall Outlook.
This episode was recorded on July 23, 2023
Companies discussed: Sabi, Rensource, TradeDepot, Twiga Foods, Wasoko (Sokowatch), Omnibiz, Alerzo, &...
Published 07/27/23
Overview: Today, we’re going to talk about TradeDepot. We’ll explore the story across the following areas:
Africa’s and Nigeria’s informal retail sector
TradeDepot's early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall Outlook.
This episode was recorded on June 25, 2023
Companies discussed: TradeDepot, Twiga Foods, Wasoko (Sokowatch), Omnibiz, Alerzo, Marketforce, Sabi, Multipro, FMCG Distributions Limited &...
Published 07/01/23
Overview: Today, we’re going to talk about Wasoko (Sokowatch) We’ll explore the story across the following areas:
Africa’s and Kenya’s informal retail context
Wasoko's early history
Wasoko's Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook.
This episode was recorded on June 11, 2023
Companies discussed: Wasoko (Sokowatch), Twiga Foods, TradeDepot, OmniBiz, Alerzo, mPharma, Nestle, Unilever, Multipro, Marketforce,...
Published 06/16/23
Overview: Today, we’re going to talk about Twiga Foods. We’ll explore the story across the following 6 areas
Africa Agricultural context
Kenya farming & market access context
Twiga Foods’ early history
Twiga Foods’ Product & monetization strategy
Twiga Foods’ Competitive positioning & potential exit options
Future outlook.
This episode was recorded on May 28, 2023
Companies discussed: Twiga Foods, Apollo Agriculture, Vendease, Kibanda, Kellogg, Tolaram,...
Published 06/02/23
Overview: Today, we’re going to talk about Yoco, the South African Point-Of-Sale FinTech company. We’ll explore the story across the following areas:
South African payments context
Yoco’s early history
Yoco’s Product & monetization strategy
Yoco’s Competitive positioning & potential exit options
Overall outlook.
This episode was recorded on Apr 9, 2023
Companies discussed: Yoco, Square, Flutterwave, PayFast, PayThru, PayU, DPO, Flutterwave, Paystack, Stripe,...
Published 04/14/23
Overview: Today, we’re going to talk about DPO Group. We’ll explore the story across the following areas
African payments context
DPO group’s early history
Product & monetization strategy
Competitive positioning & potential exit options
overall outlook.
This episode was recorded on Mar 5, 2023
Companies discussed: DPO Group, Network International, Apis partners, Flutterwave, Paystack, Interswitch, Safaricom, MTN, Airtel, Takealot.com, Superbalist.com, Safaricom, Yoco,...
Published 03/11/23
Overview: Today, we’re going to talk about MFS Africa. We’ll explore the MFS Africa story across the following 5 areas:
African payments context
MFS Africa’s early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook.
This episode was recorded on Jan 29, 2023
Companies discussed: MFS Africa, Safaricom (M-Pesa), Opay, Flutterwave, Paystack, MTN, Airtel, Orange, Chipper Cash, Ecobank, Safaricom, Homesend, TransferTo,...
Published 02/03/23
Overview: Today, we’re going to talk about M-Kopa, the African asset financing platform. We’ll explore the M-Kopa story across 5 areas:
African electrical power context
M-Kopa's early history
Product & monetization strategy
Competitive positioning & exit options
Then we'll end with our views on its overall outlook.
This episode was recorded on Jan 15, 2023
Companies discussed: M-Kopa, Safaricom (M-Pesa), d.light, Zola Electric, Transsion, Samsung, Nokia (HMD global),...
Published 01/19/23
Overview: Today, we’re going to have a creator roundtable to discuss the African tech ecosystem. We’ll discuss the biggest 2022 moments in Africa Tech & our hopes for the tech ecosystem in 2023. This episode was recorded on Dec 10, 2022
Companies discussed: Flutterwave, FTX, 54gene, Swvl, Chipper Cash, TeamApt (Moniepoint), QED, Binance, Remitly, Brimore, Shoprite, & Jumia
Business concepts discussed: Economic recessions, fundraising, bootstrapping, Cryptocurrency, M&A,...
Published 12/18/22
Overview: Today, we’re going to talk about Reliance Health, the African HealthTech company - we’ll explore the Reliance Health story across the following areas:
African health context
Reliance Health's early history
Product & monetization strategy
Competitive positioning & potential exit
Overall outlook
This episode was recorded on October 30, 2022
Companies discussed: Reliance Health, Y Combinator (YC), Hygeia HMO, CribMD, AXA Mansard, RedCare & BIMA...
Published 11/03/22
Overview: Today we’re going to talk about African Insurtech. We’ll discuss the consumer insurance landscape & analyze InsurTech players. This episode was recorded on October 17, 2022
Companies discussed: Reliance Health, BIMA, Naked Insurance, Pineapple Insurance, Amenli, Creditas, Minutos Seguros, Acko, Policy Bazaar, Casava Insurance, Lami, Curacel, Turaco, Amanleek & Avidea
Business concepts discussed: New product development, consumer market penetration & pricing...
Published 10/26/22
Overview: Today, we’re going to talk about Thrive Agric, the Nigerian Agricultural technology company - we’ll explore Thrive Agric's story across 5 areas:
First we'll start with some context about African agriculture
Thrive Agric's launch & early history
Product & monetization strategy
Competitive positioning & potential exit options
Overall outlook
This episode was recorded on September 25 2022
Companies discussed: Thrive Agric, Apollo Agriculture &...
Published 09/30/22
Overview: Today, we’re going to talk about Apollo Agriculture, the Kenyan AgTech company - we’ll explore the Apollo story across the following areas
African agriculture context
Apollo's launch & early history
Product & monetization strategy
Competitive positioning & exit options
Overall outlook
This episode was recorded on Aug 21, 2022
Companies discussed: Apollo Agriculture, The Climate Corporation (WeatherBill), Pula, FarmDrive, Monsanto, FairMoney & Kuda...
Published 08/28/22
Overview: Today, we’re going to talk about Swvl, the Egyptian and Dubai based mobility platform. We’ll explore the Swvl story across 5 areas:
Egypt transportation context
Swvl's early history
Product & monetization strategy
Swvl's SPAC public offering
Overall outlook.
This episode was recorded on July 17, 2022
Companies discussed: Swvl, Careem, Uber, Treepz & Rocket Internet
Business concepts discussed: Mobility strategy, Ridesharing, Bus sharing, Public...
Published 07/22/22
Overview: Today, we discuss Konga, the Nigerian e-commerce company. We’ll explore the Konga story across 5 areas:
We'll give some context about the Nigerian e-commerce sector
Konga's early history
Product & Monetization strategy
Konga sale
Overall outlook
This episode was recorded on July 3, 2022
Companies discussed: Konga, Jumia, Naspers, Kinnevik, Jiji, OLX, Amazon, Takealot, Yudala & Zinox
Business concepts discussed: Ecommerce, marketplaces, classifieds,...
Published 07/08/22
Overview: Today, we’re going to talk about OLX - the classifieds & marketplace platform. We’ll explore the OLX Africa story across 4 areas:
OLX's early history
OLX's growth in other emerging markets
OLX Africa's early history & Naspers acquisition
Naspers OLX exit from Africa
This episode was recorded on June 5, 2022.
Companies discussed: OLX, Jiji, Craigslist, Konga, Naspers, Kalahariads, Dealfish, Pricecheck, Mocality & Tradestable
Business concepts discussed:...
Published 06/14/22