Market breakdowns, operating-partner playbooks, and interviews with regional founders. We publish rarely — only what we've battle-tested with residents.
Where pre-seed capital is concentrated in KR today, which funds entered the region in 2025–2026, and which segments are still empty. Built on 60+ deals and interviews with regional fund GPs.
Why we don't hire a CFO in the first 6 months, which templates we hand to residents, and what should be ready by the end of Q1. Ordo's full playbook.
Alt-data scoring, BNPL for merchants, and embedded credit inside marketplaces. Thesis, niches, regulatory notes, and three cases from the alliance portfolio.
Kyrgyz, Uzbek, Kazakh, and Tajik are barely represented in the major models. Where we see the wedge and which moats actually hold at the early stage.
Taxes, rates, currency control, services exports, and hiring nuances. A comparison table and a template for a dual-country structure.
Three pivots, one investor pass, and a decision to switch ICP. Bakhriddin shares what worked and what cost the team months.
What GPs from Almaty, Tashkent, and Dubai expect in the first 60 seconds. Slide structure plus three mistakes that kill your follow-up odds.
New posts will appear here soon — we're cooking the next breakdown.
A short digest of deals, playbooks, and team notes. No noise — lands every other Wednesday.
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