The gap
Africa’s allocation gap is a coverage gap.
Every input an institution needs already exists.Almost none of it is comparable. So African exposure gets sized slowly, unevenly, and often not at all.
Where Africa stands
<0%
Africa’s share of $130T+ in global institutional AUM.
The continent receives less institutional capital than its fundamentals warrant. The gap is structural, and much of it is informational.
40-60%
longer deal evaluation than emerging Asia, where it runs 15-20%.
0%
of key indicators update monthly, against 70%+ in Latin America and Asia.
0x
higher forecast deviation where information is inconsistent across sources.
Sources: UNCTAD World Investment Report 2024, IFC, IMF, Open Data Watch, AfDB.
Risk, measured
Where risk is measured rather than assumed, the downside is overpriced.
0.0%
actual default in low-income markets, against the 31.1% implied by sovereign ratings.
>0%
sub-Saharan recovery, the highest rate of any emerging region.
0.0%
private-lending default, in line with non-investment-grade firms in advanced economies.
Sources: GEMs Consortium 2024 and 2025, IFC.
What it produces
The view that precedes deliberation.
The platform turns structured inputs into scored, ranked, and contextualized outputs. Concentration, formation, peer positioning, each measured against a threshold and traceable to the series it came from.
Macro / Regime scale
Macro Conditions Score
Private Capital / Mix
FDI vs Portfolio Positioning
Markets / Flow channels
Capital Flow Momentum
Who it is for
For the institutions shaping how capital moves to and across Africa.
Asset managers, sovereign wealth funds, pension funds, development finance institutions, endowments, family offices, investment banks, advisors, and research and policy teams. Whether they allocate capital, advise on it, analyze it, or shape the conditions around it, the work runs on the same standard.
One system for where capital should move, when conditions shift, and how African markets evolve.
Coverage
Five domains, each resolved for every market and comparable across them.
01
Macro
50+ indicators in every market
Regime strength, inflection risk, and directional bias within each economy.
02
Countries
full profile, every market
Investability, access conditions, and structural context within each country.
03
Sectors
9 sectors, every market
Sector composition, economic weight, and momentum across every market.
04
Public Markets
5 asset classes, daily
Equities, rates, currencies, and liquidity priced at peer-relative levels.
05
Private Capital
full cycle, 400+ funds
Development finance flows, venture activity, local institutional capital, and deal environment.