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The Trajectory Africa
Tayo Akinyemi
45 episodes
4 months ago
The Trajectory Africa is a “pop-up” podcast exploring the trajectory, or pathway, of venture capital and startup formation in Africa. With the unique African landscape—market characteristics, business environment, goals, and culture—as a starting point, The Trajectory Africa aims to identify a destination for African tech, as well as the sign posts that signal direction of travel. It’s modeled on the concept of a mixtape, in which each episode, or “track” will feature a conversation with a “guest artist”, and a playlist for inspiration.
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Investing
Business,
Entrepreneurship
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All content for The Trajectory Africa is the property of Tayo Akinyemi and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Trajectory Africa is a “pop-up” podcast exploring the trajectory, or pathway, of venture capital and startup formation in Africa. With the unique African landscape—market characteristics, business environment, goals, and culture—as a starting point, The Trajectory Africa aims to identify a destination for African tech, as well as the sign posts that signal direction of travel. It’s modeled on the concept of a mixtape, in which each episode, or “track” will feature a conversation with a “guest artist”, and a playlist for inspiration.
Show more...
Investing
Business,
Entrepreneurship
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Premium "Informal" Retailers: How Sarafu Captures Value in B2B E-commerce
The Trajectory Africa
1 hour 4 minutes
7 months ago
Premium "Informal" Retailers: How Sarafu Captures Value in B2B E-commerce

This episode of The Trajectory Africa features Firas Ahmad, CEO of Sarafu, a B2B e-commerce platform, and AzamPay, a payments platform, both in Tanzania. Firas shares his approach to running a digital commerce business—focusing on delivering premium service to customers who are willing to pay, running data-driven operations, and turning cost centers into revenue generators. He also explains why informal markets are more optimized than they appear, why making analog processes digital isn't enough to win, and how you balance value creation with value capture. 

[00:00] - Introduction
[02:00] - Corporate intrapreneurship and digitizing last mile distribution
[11:43]  - Monetizing price transparency and efficiency and serving premium informal retailers
[33:28] - Asset-heavy vs. asset-light strategies
[41:23]  - Viability of pure play B2B e-commerce businesses and Sarafu’s business model
[53:05] - Sarafu’s ecosystem approach
[59:00] - First principle (value creation vs. value capture)


Recommendations:

  • Chasing Outliers: Why Context Matters for Early Stage Investing in Africa. A report I co-authored on VC investing in Africa. 

Connect on social media:

  • Firas Ahmad on LinkedIn and @ahmadfirask on X
  • The Trajectory Africa on LinkedIn @trajectoryafrica.bsky.social on Bluesky
  • Tayo Akinyemi on LinkedIn, X, and @TayoAkinyemi.bsky.social on Bluesky
The Trajectory Africa
The Trajectory Africa is a “pop-up” podcast exploring the trajectory, or pathway, of venture capital and startup formation in Africa. With the unique African landscape—market characteristics, business environment, goals, and culture—as a starting point, The Trajectory Africa aims to identify a destination for African tech, as well as the sign posts that signal direction of travel. It’s modeled on the concept of a mixtape, in which each episode, or “track” will feature a conversation with a “guest artist”, and a playlist for inspiration.