Digital is both an asset class and a lever. As an asset class, it is some of the most investable infrastructure on the continent: fintech and payment rails, broadband and connectivity, data centres, and the platforms that ride on them. As a lever, digital and data, increasingly powered by AI, are what make every other investment perform better and reach further, from credit decisions to portfolio monitoring to the way a programme reaches the last mile.
We work both sides. We help investors prepare, structure, and grow digital-infrastructure investments, and we help institutions and the companies they back use data and AI to widen access, sharpen decisions, and create value.
How we work
On the investment side, we bring the same readiness and value-creation discipline we bring to any sector, with a clear view of the unit economics, regulation, and infrastructure that make digital assets bankable. On the capability side, we help teams put data and AI to work responsibly inside real workflows. The test is the same as everywhere else: did it move capital, performance, or access, not just attention.
- Digital infrastructure
- Broadband connectivity
- Data centres
From payment rails to platforms
Digital public infrastructure is the rail; inclusion happens on the platforms that ride it. We help build both sides, the shared infrastructure and the services that turn access into usage.
What is shaping Digital Economy
Mobile money has made Africa the center of gravity for digital payments
Africa processed US$1.4 trillion in mobile money transactions in 2025, roughly two-thirds of the global total, with 1.2 billion registered accounts on the continent and merchant payments and bank-to-wallet interoperability now scaling fast.
The transaction volumes are real and concentrated in Africa, but value is migrating from simple person-to-person transfers toward merchant payments, interoperability, and embedded financial services. Sponsors and investors that can underwrite the next layer of use cases, rather than the wallet itself, are positioned where the growth and the margins are moving.
Instant payment systems and interoperability are becoming public infrastructure
36 inclusive instant payment systems are now live across 31 African countries, collectively processing 64 billion transactions worth nearly US$2 trillion in 2024, with half of these systems now interconnecting banks, mobile money operators, and fintechs across domains.
Digital public infrastructure is shifting from national pilots toward integrated, cross-domain, and increasingly cross-border rails. For governments this is a financeable infrastructure mandate, not just a policy reform, and for investors it changes the competitive map by lowering the cost of reaching customers across previously fragmented systems.
Capital is back, but it is more selective and increasingly debt-led
African tech funding rebounded to US$4.1 billion in 2025, up 25% year on year, with venture debt surging 63% to a record US$1.6 billion and investors hardening expectations around governance, profitability, and clear paths to exit.
The era of growth at any cost is over. Digital businesses now have to demonstrate revenue quality, governance, and a credible route to profitability to access the non-dilutive and structured capital that is growing fastest. That raises the bar on diligence for investors and makes board-readiness and value-creation discipline a precondition for both raising and exiting.
At the infrastructure level, we led a flagship continental digital-economy initiative, originating upstream engagements with governments, DFIs, and private sponsors that unlocked more than $900 million of digital-infrastructure investment, national backbone networks, metro and long-distance fibre, mobile towers, data centres, and cloud. Alongside that programme work, we have originated and structured advisory and investment deals across telecom, media, and technology, finding the bankable opportunities, running the project preparation and structuring the solutions that get them financed.
We take that same discipline into individual portfolios and sector reform. We led the commercialisation advisory on a regional broadband project, running it from bid design project supervision, and we have advised on the privatisation and commercialisation of incumbent state assets, including mobile operators and wholesale broadband providers.
Upstream, we prepare the operations that carry this investment forward, leading the diagnostics, concept notes, stakeholder consultations, and appraisal work behind three digital-acceleration operations, and embedding digital pillars into lending operations across urban development, mobility, health, and education. It is the unglamorous preparation that turns digital ambition into financed, delivered infrastructure.
Let's move your next investment forward.
Tell us what you are preparing, growing, or strengthening, and we will tell you how we can help.
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