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
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...
Published 04/04/24
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...
Published 03/03/24