The Enthusiast: Founders & VCs beyond the Valley

[Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentum

December 06, 2022 Season 4 Episode 1
The Enthusiast: Founders & VCs beyond the Valley
[Investor Journey] Robin Butler (Sturgeon Capital) investing at the frontier from Pakistan to Uzbekistan, ecosystem maturity, liquidity and creating momentum
The Enthusiast: Founders & VCs beyond the Valley
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Show Notes Chapter Markers

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 

Robin's way into VC
Sturgeon's thesis around frontier markets
How do you generate dealflow
Is there a critical mass of deals?
The issue of follow-on investments and liquidity
Optimising for profit and impact
Trends in frontier markets
Fast speed round