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The Roadshow

Fintech

+6

Valu and the Discipline Engine

Jun 25, 2025

•

9 min read

Valu and the Discipline Engine

Inside Valu’s EGX debut: With Amazon now on the cap table, we unpack the model behind Egypt’s most disciplined fintech, covering product strategy, underwriting logic, unit economics, investor dynamics, and the operators running the machine.

Jamie Lane
Jamie Lane

Deep-dives

+1

A closer look at Saudi’s first e-commerce IPO

Feb 12, 2025

•

5 min read

A closer look at Saudi’s first e-commerce IPO

Nice One commands a 29% market share of the online beauty e-commerce landscape, but competition from giants is not far behind

Jamie Lane
Zoe O Dwyer
Jamie Lane, +1

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