))
[Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentum
Manage episode 349001148 series 3378375
Content provided by Pat Alex. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Pat Alex or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this episode Pat sits down with Robin Butler, Partner and Head of Impact at frontier investment firm, Sturgeon Capital.
Robin eloquently unpacks the $300bn opportunity in frontier markets in Central Asia, Bangladesh, Pakistan and Egypt and how you can combine profit and impact making a lasting impact on growth and innovation in these markets.
You will learn about:
- Sturgeon's thesis and why these markets
- How Robin thinks about the challenges in frontier ecosystems in terms of dealflow depth and breadth as well as capital pools
- The impact of the Airlift story going south and what is means for the Pakistani ecosystem going forward
- How to align impact and profit in a venture firm
You can follow Robin on LinkedIn here, make sure to check out the piece on Sturgeon Capital in the Generalist and their very own Substack Terra Incognita
Chapters
1. [Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentum (00:00:00)
2. Robin's way into VC (00:02:48)
3. Sturgeon's thesis around frontier markets (00:04:32)
4. How do you generate dealflow (00:10:17)
5. Is there a critical mass of deals? (00:13:22)
6. The issue of follow-on investments and liquidity (00:23:48)
7. Optimising for profit and impact (00:32:58)
8. Trends in frontier markets (00:35:56)
9. Fast speed round (00:43:23)
80 episodes
Share
