In this episode of the Frontier Markets Podcast, we have a conversation with Eliot Pence; previously Head of International @Andruil, International Fellow at the Council on Foreign Relations, and a founding partner at Tofino Capital, a venture fund investing in technology companies in Frontier Markets.

In this episode, we discuss:

• Overrated and underrated themes for startup investing in frontier markets. Spoliers - Overrated: Fintech/Point-Solution Productions. Underrated: Security Tech!
• Portfolio construction for early stage VC firms in frontier markets.
• Iconic companies and technologies worth studying in frontier markets.
• The DC <> Africa Corridor (IMF/USAID) vs China in Africa Corridor (Belt and Road)
• How to add value to portfolio companies in frontier markets.

I deeply enjoyed recording this episode - and I hope you will as well.