Portfolio Monitoring
5 portfolio companies across 4 countries
Total Invested
$21.5M
Current Portfolio Value
$46.0M
114.0%vs last period
Unrealized Gain/Loss
+$24.5M
Active Companies
4
Investment vs. Current Valuation
- Invested
- Current Value
Portfolio Companies
Mara Agritech
Agritech 路 馃嚢馃嚜 Kenya
Invested
$1.5M
Current Value
$4.0M
Ownership
8.0%
Multiple
2.67x
Rev TTM:$800K
ARR:$1.1M
Burn:$65K/mo
Runway:18mo
Team:24
CloudLyon
SaaS 路 馃嚦馃嚞 Nigeria
Invested
$8.0M
Current Value
$22.0M
Ownership
20.0%
Multiple
2.75x
Rev TTM:$5.2M
ARR:$6.8M
Burn:$220K/mo
Runway:20mo
Team:65
TradeFlow Africa
Logistics 路 馃嚳馃嚘 South Africa
Invested
$3.0M
Current Value
$2.0M
Ownership
12.0%
Multiple
0.67x
Rev TTM:$1.1M
ARR:$1.3M
Burn:$190K/mo
Runway:6mo
Team:38
Sahara Solar
Clean Energy 路 馃嚥馃嚘 Morocco
Invested
$4.0M
Current Value
$6.0M
Ownership
10.0%
Multiple
1.50x
Rev TTM:$2.1M
ARR:$2.4M
Burn:$120K/mo
Runway:22mo
Team:31
PayHive Nigeria
Fintech 路 馃嚦馃嚞 Nigeria
Invested
$5.0M
Current Value
$12.0M
Ownership
15.0%
Multiple
2.40x
Rev TTM:$3.2M
ARR:$4.5M
Burn:$180K/mo
Runway:14mo
Team:42
Fund Performance
| Fund | Asset Class | Committed | Deployed | IRR | MOIC | DPI | TVPI |
|---|---|---|---|---|---|---|---|
| Helios Africa Growth Fund I | Growth Equity | $220.0M | $180.0M | 18.5% | 1.40x | 0.30x | 1.60x |
| Dragonfly Tech Ventures II | Venture Capital | $60.0M | $35.0M | 22.0% | 1.60x | 0.10x | 1.80x |
| Sahara Resources Fund III | Real Assets | $450.0M | $320.0M | 15.2% | 1.30x | 0.50x | 1.50x |