The best investment opportunities are often second-order effects. Regulation creates compliance, but it also creates entirely new infrastructure markets. That’s where long-term value is built.
@DebolaOmololu, CEO of our portco @GFunded_Africa
Article https://t.co/zTWrXe9e5I
Eid Mubarak from @odbavc
Wishing our founders, investors, partners and broader community a peaceful and meaningful Eid al-Adha.
May this season bring reflection, gratitude and renewed generosity to communities and families around the world.
Nigeria's Q1 2026 real GDP print of 3.89% reads as a directional signal more than a statistical headline. The economy has registered a second consecutive first-quarter expansion above 3.80%, with sectoral breadth widening to 38 of 46 tracked segments, up from 36 in Q1 2025. The broadening of participation matters as much as the headline pace.
Services, expanding at 4.30%, anchored the growth story. Infrastructure-linked activity in ICT, construction, transportation and real estate registered the fastest cluster acceleration. The Nigerian capital market crossing the $100bn threshold for the first time since February 2008, closing the quarter at roughly $114bn, reinforces the view that sovereign credibility is recovering, if unevenly. Real GDP rose to N51.26trn from N49.34trn a year earlier.
Decision makers should hold this optimism with discipline. Human-capital activity was the only broad cluster to decelerate, signalling a productivity exposure that aggregate figures will obscure in the short term, but that structural competitiveness will eventually price in. Inflation, while easing within the 15% to 16% band, remains elevated by any global benchmark. The US-Iran geopolitical overhang adds a commodity-price sensitivity that a net oil producer under fiscal pressure cannot treat as background noise.
The reforms are working, but the durability of the recovery remains contingent on fiscal discipline, intermediation recovery, and human capital reinvestment. In this review by @Econassociates-Proshare, we read the Q1 2026 GDP print through cyclical and structural lenses.
Read more: https://t.co/F3zAZBFqSG
Entertainment is no longer just content.
The strongest gaming and consumer platforms are becoming ecosystems around attention, culture, and community.
A key theme from our GP @GOduneye’s discussion at the @londonvcnetwork Summit.
#VentureCapital#ConsumerTech
Today we welcomed our new GC chair, H.E. Amb Clare Kelly @CKellyNZ of New Zealand - trusted, respected and known for her calm and clarity of purpose. I look forward to working with you. We said goodbye to H.E. Amb Saqer Almoqbel of Saudi Arabia, our former GC Chair, whose wisdom, generosity of spirit and thoughtfulness were commended by every Member. Thank you for your warmth and collegiality during your time as GC Chair. Wishing you the very best. @gaft_sa
At UK Fintech Week, one shift is clear
African fintech is entering a new phase.
Innovation drove the first wave. It won’t define the next.
Now it’s about:
→ trust
→ distribution
→ market infrastructure
Capital doesn’t follow stories. It follows structure.
#Fintech#Africa
🚀 Brilliant to have Gbite Oduneye, Managing Partner at ODBA, leading a recent Executive VC Fellowship session, tackling an essential skill for any investor: writing investment memos.
We were kindly hosted at the offices of Jones Day, where Sage Revell gave our Fellows a brief overview of the firm and its work supporting venture-backed companies and funds.
Gbite then led an extended, practitioner-led session that went well beyond the fundamentals. He took our Fellows through the full anatomy of an investment memo:
- The core building blocks: methodology, key metrics, and how to approach valuation with rigour
- How to structure a memo that builds conviction and communicates clearly to an investment committee
- What separates a good memo from one that actually drives a decision
- Lessons learned from his own journey as an investor, including the mistakes that shaped how he evaluates opportunities today
This was one of our most in-depth sessions to date, with Gbite generous with his time and open about the personal side of developing investment judgement.
Our Fellows brought sharp questions on how to balance quantitative analysis with qualitative considerations, and how memo-writing discipline evolves as you mature as an investor.
A huge thank you to Gbite for an extended and candid session, and to Sage Revell and Jones Day for hosting us.
🎓 Explore LVCN Education Programmes: https://t.co/T8PSl6Xoyy
🤝 Meet the Fellows & join us at the London VC Summit on 15 May 2026: https://t.co/r8vLHFaM7G
Lusophone Compact Steering Committee, convened under the leadership of @AfDB_Group SVP @ML_AkinOlugbade, and @IFC_org Regional VP for Africa, Ethiopis Tafara, met in Washington D.C. on 15 April to enhance cooperation among members and partners.
➡️https://t.co/NPJIJyEAXe
@odbavc joined the @londonvcnetwork Investor Breakfast this week on the UK’s position as a venture market.
Our GP @GOduneye, contributed to a discussion on capital, market structure & competitiveness, as the focus shifts from early-stage strength to scaling and retained value.
Water projects financed by @AfDB_Group have already delivered safe #water and sanitation to more than 105 million people across the continent, transforming lives and communities.
See what Jeanne-Astrid Ngako De Foki, Division Manager for Water Security and Sanitation at the Bank Group, has to say about what it truly takes to deliver lasting impact in the water and sanitation sector. 👇
Representatives of Africa’s financial ecosystem gather in Abidjan today for a Consultative Dialogue on the New African Financial Architecture (#NAFA).
Organised by the @AfDB_Group under the high patronage of Côte d’Ivoire President @AOuattara_PRCI, the Abidjan Dialogue marks a decisive step towards a coordinated system to transform how Africa mobilises and deploys capital.
Details: https://t.co/VyCTu6GvE0
Africa’s investment story is not a capital problem.
It is a structuring and execution problem.
Our GP @GOduneye moderated a panel at the @AfricanBChamber to discuss the next phase of investment into Africa.
Capital exists. Alignment is the constraint.
#InvestInAfrica
Had a very interesting fireside chat with Prof. Dan Esty of Yale Law School on
Africa’s Role in Shaping WTO Reform for a Sustainable and Inclusive Future, a session on the sidelines of MC14. Many thanks to Prof. Dan Esty and his team, including our very own Dr. Jan Yves Remy for their Remaking Trade Project under whose auspices this well-attended panel was held.
New @AfDB_Group Country Manager for #Zimbabwe, Eyerusalem Fasika, met Finance Minister @MthuliNcube01 on 9 March to discuss economic reforms, climate-resilient agriculture, private sector development, and advancing Zimbabwe’s arrears clearance and debt resolution roadmap to unlock international financing. #AfDBinZimbabwe
London is inportant for investors & founders building across Africa, Asia, & Latin America
Join for the Emerging Markets VC Hour, hosted by @OrbitVenturesVC x @airwallex
Our GP @GOduneye Didier Quiroz Ceballos (500 Global) & Farhan Lalji (LTV Capital) moderated by Oscar Ramos
The @AfDBPresident, Dr Sidi Ould Tah, yesterday delivered the inaugural address at the 50th General Assembly of the Federation of African National Insurance Companies (#FANAF), which is being held in Abidjan from 9 to 11 February.
Addressing more than 1,500 delegates from African and international insurance and reinsurance companies, Dr Ould Tah presented his strategic vision for Africa's economic transformation backed by a New African Financial Architecture (#NAFA).
👉A new quarterly benchmark to assess African technology companies.
Welcome to the Indexa Exchange Group’s Africa Tech Index (AT50) – a rules-based benchmark for Africa’s most scaled private tech companies.
More on AT50: https://t.co/hfRU76RXYW
#MarketOpen#AfricaTech
Join our GP @GOduneye at @riseupsummit in Cairo.
Workshop: From Private Scale to Public Markets
Listing readiness is built early, governance, reporting discipline, unit economics, capital markets literacy, not in the final sprint.
Live at the @MuseumEgyptian#innovation
In #Rwanda, a $33.64 million @AfDB_Group investment is strengthening #healthcare through skills development and innovation.
See how we’re helping to build a stronger health sector workforce: https://t.co/BQ0nH9eyNE