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Free reads on African markets.

Shorter, faster takes on funding, fintech, and market shifts — free for anyone. For the full paid research archive, see The Beat.

Africa Has Raised $1.3B in Startup Funding in 2026. Read the Fine Print.

The headline number looks strong. But deal count dropped 50%, equity is being replaced by debt, and local VCs are quietly exiting African cap tables. Here's what H1 2026 actually tells founders.

Kenya Has Dethroned Nigeria as Africa's Top VC Destination. Here's What the Data Actually Shows.

Kenya raised $984M in startup funding in 2025, overtaking Nigeria for the first time. But 82% came from just 5 companies. Here's what the shift actually means for African founders — and who it doesn't.

The $50M Infrastructure Bet That Could Reshape African Cross-Border Payments

NALA secured a $50M credit facility to pre-fund stablecoin payment corridors across Africa and Asia. This is not a crypto play — it's a liquidity problem solution. Here's why it matters.

Why 68% of Nigerian SMEs Get Rejected for Bank Credit (And What the Data Actually Shows)

₦199 billion in SME credit spread across 39 million businesses works out to ₦5,102 per business. The problem isn't access to credit — it's the absence of financial records that make businesses lendable.

OPay's $4B IPO: What It Actually Means for African Founders

Citi, Deutsche Bank, and JPMorgan are now underwriting African fintech for a US public listing. The implications go beyond one company's valuation.

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