Maasai VC

01 / 06

Confidential: 2026 Vintage

The
Infrastructure
Era of Africa.

In 2021, you bought the hype.
In 2026, you buy the rails.

STRICTLY PRIVATE

@maasaivc

The Thesis

02 / 06

Vintage of a Decade

The "Reset" Discount

Median deal values reset to $1M. The "Blitzscaling" premium has vanished. We acquire 2021 growth at 2018 prices.

The Survivor Premium

Founders survived the 2-year winter. They are lean, group-profitable, and possess real unit economics.

The Maturity Signal

63 acquisitions in 2025. The M&A engine is now operational. We aren't waiting for hypothetical IPOs.

Capital Flows

03 / 06

New Corridors

Silicon Valley is out. The East is in.

GCC

Saudi & UAE

$40B+ Pledged

Not looking for apps. Seeking Food Security, Logistics, and Energy via Vision 2030 initiatives.

JPN

Japan (TICAD 9)

$5.5B Pivot

Shift from donor to investor. Heavy appetite for Deep-tech, Mobility and Blue Economy.

The Opportunity

Maasai VC structures deals that satisfy sovereign risk appetites, acting as the ground partner for these new flows.

Portfolio Construction

04 / 06

Atoms over Bits

Cleantech & Logistics 60%

Regulated Fintech 25%

B2B SaaS 15%

Tangible Assets

Licensed IP

Targeting Predictable Cash Flows

Liquidity

05 / 06

The Great Consolidation

Grooming assets for Super-Conglomerates.

Regional Aggregation

Selling to TSG, Moniepoint, & Network International. Vertical integration is the new IPO.

Secondary Liquidity

Leveraging GCC liquidity for < 5 year exits via secondary sales rather than 10-year hold periods.

06 / 06

"The market has bottomed and is now rebounding with discipline."

Maasai VC is the only fund built specifically for the 'Post-Startup' era.

investors@maasai.vc

Portfolio Includes Alumni From

PAYSTACK • MONIEPOINT • FLUTTERWAVE

This document is strictly confidential and intended solely for the person to whom it was addressed. Past performance is not indicative of future results.

The Infrastructure Era of Africa.