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 story References: 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/JohanBosini Where to find Kyane: Linkedin: https://www.linkedin.com/in/kyanekassiri/ Twitter: https://twitter.com/kyanekassiri Learn more about Rally Cap: https://techcrunch.com/2022/05/05/ral... Check out our Climate Newsletter: https://rallycapclimate.medium.com/