The Trajectory Africa’s second series, The Engine of African Venture: A Return to First Principles, is a two-part exploration of what powers fundamental value creation and investability in sectors that drive African VC opportunities. The eleven episodes of Part I were focused on fintech, exploring fintech’s subsectors—from market opportunities to business models—to tease out why they are (or aren’t) destinations for venture capital.

Part II is focused on digital commerce and logistics and its foundations—infrastructure, business models, and core beliefs about how problems are solved and value is created.