RCP #3 Rare European VC success in emerging markets, with Enrique Martinez-Hausmann [Speedinvest]
Description
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/@TheRallyCapPodcast
Where 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
Jacques Marco is the founder and CEO of Axis Pay. The company raised a $8m seed round and is now one of Egypt's fastest-growing fintechs.
Timestamps:
00:00 - In this episode
00:46 - Introduction
01:21 - Lawyer dad and an intuitive grasp of regulations
02:59 - Non-fintech folks building...
Published 11/12/24
Amir Farha is a prominent figure in MENA VC. Having previously co-founded the first and largest early-stage VC firm in the region [BECO Capital, $500m AUM].
Timestamps:
(1:49) Building a second VC firm
(3:02) What does 'strong founder' even mean?
(4:29) Investing in underdogs
(6:15) Aren't we...
Published 08/06/24