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RCP #4 Bridging Africa, LatAm & Asia with $800m+ for fintech, with Johan Bosini [Quona Capital]
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/
View all episodes
By Kyane KassiriJohan 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/