Africa's core infrastructure is still being built. Not the roads and power grids people usually picture when they hear that word, but the invisible systems underneath everyday life, how money moves, how people get from one place to another, how a family finds and finances a home, how a patient gets treatment, how food gets from a farm to a table.
We think it won't be built by companies designed for someone else's market and lightly adapted for ours. It'll be built by founders who start from African conditions and work outward, not founders adapting a Silicon Valley or European template with the edges filed off.
The five systems we back
We work across five sectors, and we don't think of them as five separate bets. They're the systems every African economy actually depends on.
Fintech. Companies like Paystack and Moniepoint solved the plumbing, moving money and data between systems reliably. But plumbing isn't the same as inclusion. Most Africans remain unbanked or underbanked, and closing that gap takes founders focused on access itself, not just faster rails underneath a system that still leaves people out.
Mobility. Western ride hailing and logistics platforms took market share here without ever understanding the market. Nigeria isn't a smaller version of anywhere else, it runs on its own logic, and the founders who win are the ones building from that logic rather than importing someone else's playbook.
Proptech. Housing is broken at nearly every step, finding a real house, verifying it's what it claims to be, financing it. This touches nearly every adult trying to build a life here, and nobody has solved the whole chain end to end.
Health tech. Telemedicine, diagnostics, records, insurance, and drug supply chains are technically being worked on by a handful of companies, but the market is nowhere close to solved relative to the actual need.
Agritech. Agriculture is Africa's most valuable and least exploited technology opportunity. Founders applying real technology, not a thin app layer, to processing, packaging, storage, and delivery are sitting on the largest untapped sector on the continent.
Why this matters now
The founders who win in these sectors aren't the ones with the best idea. They're the ones who understood the market well enough to know which problem was actually worth solving.
That's the filter we use when we decide who to back, and it's why we co-build, invest in, and scale alongside the founders we work with rather than writing a check and stepping back.
If you're building something in one of these sectors, we want to hear about it.