Frontier Markets Podcast

Eliot Pence - Tofino Capital, Frontier Markets, Emerging Technologies (Frontier Markets Podcast #15)

2023-07-28 · 08:00 UTC ·Frontier Markets Institute ·1 min read

Brief

Eliot Pence, founding partner at Tofino Capital and former Head of International at Anduril, argues frontier-market investors should be skeptical of mainstream fintech/point-solution plays and instead consider security tech as an underserved, high-impact sector. The conversation covers portfolio construction for early-stage VC, concrete ways to add operational value, and how the DC<>Africa (IMF/USAID) corridor compares with China’s Belt and Road influence in shaping opportunities.

Source evidence

title: Eliot Pence - Tofino Capital, Frontier Markets, Emerging Technologies (Frontier Markets Podcast #15)
author: Frontier Markets Institute
contenttype: podcast
publication: Frontier Markets Podcast
published: 2023-07-28T08:00:00+00:00
sourceurl: https://frontiermarkets.captivate.fm/episode/eliot-pence-tofino-capital-frontier-markets-emerging-technologies-frontier-markets-podcast-15

word_count: 125

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.