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Slide 10 of 25: Operating Thesis
OPERATING THESIS

Three sectors. One conviction: build the systems everything else depends on.

POWER
600 GW
SSA GENERATION DEFICIT
POWER
Generation, transmission and distributed energy assets. The precondition for everything else.
MOVEMENT
$1.9T
INTRA-AFRICAN CORRIDOR · '24–'35
MOVEMENT
Freight, ports and logistics corridors. Trade only exists where movement is reliable.
PRODUCTION
31%
POST-HARVEST LOSS
PRODUCTION
Agricultural infrastructure, processing and storage. Where raw output becomes economic output.
POWER · SSA DEFICIT600 GW +4.1%
MOVEMENT · CORRIDOR$1.90T '24-'35
PRODUCTION · LOSS31.0% post-harvest
SME CREDIT GAP$331B IFC
VENTURA · SECTORS3 LIVE Y1
POWER · SSA DEFICIT600 GW +4.1%
MOVEMENT · CORRIDOR$1.90T '24-'35
PRODUCTION · LOSS31.0% post-harvest
SME CREDIT GAP$331B IFC
VENTURA · SECTORS3 LIVE Y1
VENTURA · INVESTMENT & DEVELOPMENT
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