What does that mean in practice? What does that look like? What's going on there?

Yeah, so looking at the missing middle and the problem and that thesis that it's both a huge problem and it's a huge opportunity for people like us who are looking at it.

We like to say at Renew Capital that Africa doesn't have a technology problem.

It has a distribution of capital problem.

And as we look at many of the startups, They have built products, B2B SaaS products, and a whole range of things that are servicing small and mid-sized enterprises.

And so they're accumulating larger and larger sets of data.

Also, there's readily available data from other sources that can be added on into that.

What's your take on this shift? And is Renew shifting anything in its approach to capital deployment as a result?