Investment Sectors

Five High-Impact Sectors Driving Africa's Transformation

Concentrated capital across Africa's fastest-growing industries — where technological innovation, massive market gaps, and favorable demographics create exceptional opportunities.

Fintech

Democratizing Financial Access

Kenya's M-Pesa revolution proved Africa can leapfrog traditional banking. Now, second-generation fintech companies are building on that infrastructure to serve 350 million unbanked adults.

Investment Themes

  • Mobile payments & digital wallets
  • Peer-to-peer lending platforms
  • Blockchain & cryptocurrency solutions
  • Digital identity & KYC infrastructure
  • SME financing platforms
350M unbanked
adults
$5B+ market
size
95% mobile
penetration
60%
CAGR

Target Returns

Check Size: $5-15M
Hold Period: 5-7 years
Target IRR: 25-30%
Target MOIC: 4-6x

Pharma / Health Tech

Building Regional Health Resilience

COVID-19 exposed Africa's healthcare vulnerability. Local pharmaceutical manufacturing and health tech can reduce import dependence by 20% while improving access for 100M+ people.

Investment Themes

  • Pharmaceutical manufacturing
  • Telemedicine & e-health platforms
  • Diagnostics & medical devices
  • Health infrastructure & clinics
  • Health insurance technology
$259B market by
2030
99% import
dependence
1:5,000 doctor
ratio
30% cost
reduction

Target Returns

Check Size: $10-20M
Hold Period: 7-10 years
Target IRR: 20-25%
Target MOIC: 3-5x

Smart Agriculture

Feeding Africa's Future

Africa imports $60B in food annually despite having 60% of the world's arable land. Smart agriculture can transform the continent from food importer to net exporter.

Investment Themes

  • Precision agriculture & IoT
  • Agricultural inputs & financing
  • Cold chain & logistics
  • Value-added processing
  • Export-grade production
60% of world's arable
land
$1T food
sector
200M smallholder
farmers
20-40% yield
gains

Target Returns

Check Size: $5-12M
Hold Period: 6-8 years
Target IRR: 22-28%
Target MOIC: 4-5x

Manufacturing

Industrializing the Continent

The Africa Continental Free Trade Agreement creates a 1.3 billion-consumer market. Combined with rising Asian labor costs, Africa is positioned to become a major manufacturing hub.

Investment Themes

  • Special Economic Zones
  • Automotive parts & assembly
  • Consumer goods manufacturing
  • Textiles & garments
  • Industrial supply chains
$1T AfCFTA
opportunity
1.3B
consumers
10-15% wage
advantage
300M middle class by
2030

Target Returns

Check Size: $15-25M
Hold Period: 7-10 years
Target IRR: 18-23%
Target MOIC: 3-4x

Real Estate

Building Tomorrow's Cities

Africa is urbanizing faster than any continent in history. Nairobi, Lagos, and Addis Ababa need 50 million housing units by 2030.

Investment Themes

  • Affordable housing development
  • Smart city infrastructure
  • REITs
  • Commercial & industrial properties
  • Urban logistics facilities
$1.6T housing
deficit
40% urbanization by
2030
50M units
needed
15-20%
IRRs

Target Returns

Check Size: $10-30M
Hold Period: 5-8 years
Target IRR: 18-22%
Target MOIC: 2.5-4x
Criteria

What We Look For in Every Sector

Market Size

Total Addressable Market

>$500M annually

Growth Rate

Sector CAGR

>15% annually

Tech Enablement

Digital/tech solutions

Core to business

Unit Economics

Contribution margin

>40% at scale

ESG Impact

Social/environmental benefit

High potential

Exit Opportunity

Strategic buyer or IPO

Multiple paths
Apply

Building the Next Big Thing in Your Sector?

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