RCP #4 Bridging Africa, LatAm & Asia with $800m+ for fintech, with Johan Bosini [Quona Capital]
Delusional Podcast4 Huhti 2024

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/

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#14 A healthy and balanced founder is less likely to build a massive company, w/ Sheel Mohnot [BTV]

#14 A healthy and balanced founder is less likely to build a massive company, w/ Sheel Mohnot [BTV]

Sheel Mohnot is the co-founder of Better Tomorrow Ventures, one of Silicon Valley's favorite fintech investors. Previously, he built FeeFighters [acquired by Groupon], Innovative Auctions, and Thistle...

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#12 Ringing the NASDAQ IPO bell [$1b] to building the 'OG' fintech VC firm, with Jake Gibson [BTV]

#12 Ringing the NASDAQ IPO bell [$1b] to building the 'OG' fintech VC firm, with Jake Gibson [BTV]

Jake Gibson is a co-founder and GP at Better Tomorrow Ventures, Silicon Valley's coolest early stage fintech VC firm. Previously, he co-founded NerdWallet, a $1b publicly listed company.Timestamps:00:...

27 Marras 202538min

RCP #12 The African AI pioneer who sold his company for $700m, with Karim Beguir [InstaDeep]

RCP #12 The African AI pioneer who sold his company for $700m, with Karim Beguir [InstaDeep]

Karim Beguir is the co-founder and CEO of InstaDeep, a Tunisia/Africa-born company that grew into a global deep-tech AI powerhouse and got acquired by german biotech giant BioNTech for $700m.Timestamp...

24 Elo 202550min

RCP #11 Backing Uber, Airbnb, Spotify (w Man Cap) then going all-in on Africa, with Hisham Halbouny

RCP #11 Backing Uber, Airbnb, Spotify (w Man Cap) then going all-in on Africa, with Hisham Halbouny

Hisham Halbouny is a managing partner at P1 Ventures, a $50m Africa-focused fund who's often referred to as contrarian. Hisham was previously a partner at Man Capital, the family office of Egyptian Bi...

24 Heinä 202519min

RCP #10 Selling Expensya for $100m 😱💰, with Karim Jouini [ThunderCode]

RCP #10 Selling Expensya for $100m 😱💰, with Karim Jouini [ThunderCode]

Karim Jouini is the founder of Expensya, an expense management platform sold to Medius Group for $100m. Karim is now building his second company called ThunderCode: an AI testing agent for software te...

25 Maalis 20251h 2min

RCP #9 From building Go1 [$3B] to leading Breega [$700m AUM] in Africa, with Melvyn Lubega

RCP #9 From building Go1 [$3B] to leading Breega [$700m AUM] in Africa, with Melvyn Lubega

Melvyn Lubega is a Partner at Breega, one of Europe's fastest-growing VC firms ($700m) which recently launched its first Africa-dedicated fund.This episode was recorded in October 2023.Timestamps:00:0...

20 Helmi 202521min

RCP #8 Inside the mind of Saudi's leading early-stage investor, with Wael Nafee [Raed Ventures]

RCP #8 Inside the mind of Saudi's leading early-stage investor, with Wael Nafee [Raed Ventures]

Wael Nafee is a General Partner at Raed Ventures, the leading Saudi early-stage VC firm with $450m in AUM.This episode was recorded in October 2023.Timestamps:00:00 - In this episode00:49 - Introducti...

18 Tammi 202523min

RCP #7 Setting the cornerstones of a fintech powerhouse, with Jacques Marco [Axis Pay]

RCP #7 Setting the cornerstones of a fintech powerhouse, with Jacques Marco [Axis Pay]

Jacques Marco is the founder and CEO of Axis Pay. The company raised a $8m seed round and is now one of Egypt's fastest-growing fintechs. Timestamps: 00:00 - In this episode 00:46 - Introduction 01:2...

12 Marras 202427min

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