Investment Thesis

Africa's Credit Gap Is
The Opportunity

A $330B structural gap. A continent of 1.4 billion people. 0.3% of global private credit deployed. The most compelling private credit opportunity of the decade.

Every major impact and return theme in African private credit flows through the financial inclusion thesis.

We do not need to be a generalist to be diversified. We need to be a specialist in the right place. Africa's structural credit gap is not a temporary dislocation — it is the operating environment. Our thesis is built for it.

Specialist Focus
Structural Opportunity
Diversified Exposure
Investment Verticals
01CORE

Fintech & Digital Lending Infrastructure

Warehouse lines, working capital revolvers, and term loans to fintech lenders and digital credit platforms. Every $1M in debt capital enables 500–2,000 new loans to underserved borrowers. This is the engine of the thesis.

02CROSS-CUTTING

Gender Lens Investing

Women represent 55% of the global unbanked. Closing the gender credit gap is financial inclusion — executed with a gender lens. Facilities to women-led institutions and 2X Challenge-qualifying borrowers unlock DFI concessional capital.

03ADJACENT

Climate & Energy Transition

Pay-as-you-go solar, mini-grids, and e-mobility are delivered via mobile-money-enabled micropayments — a fintech model at its core. Clean energy access and financial inclusion are the same transaction. 600 million Africans without electricity.

04ADJACENT

Agricultural Finance

80 million African farmers receive agricultural payments in cash. Digitising agricultural supply chains via agri-fintech is the next frontier of inclusion — and a large, underserved credit market.

PGI Fund

The PGI Fund

PGI Fund is our institutional investment vehicle — a private credit fund deploying capital into senior secured debt facilities to fintech lenders and financial inclusion platforms across West Africa.

The Fund is structured for institutional LPs: quarterly reporting, independent administration, institutional-grade documentation, and a rigorous ESG and impact measurement framework.

Fund Type

Private Credit — Senior Secured

Geography

West Africa — Nigeria First

Currency

USD-Denominated Facilities

Target LP Base

Institutional, DFI, Family Office

Impact Framework

IRIS+, 2X Challenge, TCFD

Quarterly impact reporting to LPs

The Market

Nigeria First.
West Africa Next.
Pan-African by Design.

Nigeria is the largest economy in Africa, home to one-third of the continent's entire fintech market, and the most data-rich financial inclusion environment on the continent.

Our West Africa anchor reflects a deliberate sequencing strategy. We build deep expertise, relationships, and track record in Nigeria before expanding into neighbouring markets.

And the opportunity is not closing. The $330B structural credit gap across Africa grows with every new fintech that scales, every new smartphone that connects, every new mobile money account that is opened.

$9B

Unmet SME credit demand — Nigeria alone

IFC, 2022

1,000+

Fintech companies operating in Africa — nearly tripled since 2020

European Investment Bank, 2024

$65B

Projected Africa fintech revenue by 2030 — 13x growth from today

McKinsey & Company

475M

African mobile internet users by 2025 — expanding addressable market

GSMA, 2024

Understand how we structure the opportunity

Our approach translates this thesis into institutional-grade credit instruments.

Our Approach Investor Enquiry →