Frontier Impact Infrastructure & Minerals Fund I
Fund Size
$200M
Structure: 10-year Limited Partnership | Carry: 20% with 8% preferred return hurdle
Geography: East Africa (Kenya, Tanzania, Mozambique) & Central Asia (Kazakhstan, Kyrgyzstan)
Ticket Size: $5–15M per project | Stage: Active pipeline build ; LP Conversations Starting May
Investment Thesis
Across frontier markets, the largest inhibitors of economic growth are the absence of foundational infrastructure and the inability to refine and process local resources in-country. Inadequate transportation networks, unreliable energy systems, underdeveloped logistics corridors, and raw commodity export dependency trap economies below their productive potential.
MSIFS invests directly in these bottlenecks. By deploying capital into critical infrastructure and local resource refinement, we unlock compounding economic value: communities gain reliable connectivity and energy access, local industries capture more of the value chain, and investors benefit from the returns generated when previously constrained markets begin to function. Impact and return are the same transaction.
Three-Pillar Strategy
• Resource Development: Strategic investments in copper, lithium, cobalt, and rare earth projects with proven reserves requiring development capital.
• Infrastructure Enablers: Targeted energy, transport, and water infrastructure that unlocks mineral resource access — including port logistics and corridor assets.
• Value Chain Integration: Processing and beneficiation facilities to capture in-country value and build local supply chain capacity.
Impact Framework
5% of carried interest is contractually linked to impact targets (IRIS+ aligned, LPAC-verified). Impact metrics span job creation, CO₂ avoidance, community health, and governance improvement — with flow-through provisions embedded in all portfolio project/company agreements.
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