How We Invest
Our Investment Strategy
LeapFrog makes an impact through private equity investments in high-growth, purpose-driven businesses in some of the world’s fastest growing markets.
An investment by LeapFrog is a commitment to true partnership. We actively employ our knowledge and experience, along with our capital, to support the leadership teams and boards of the businesses we back. We help leaders and owners to meet their ambitious growth, profitability and impact targets.
MARKET OPPORTUNITY
Standing at nearly four billion in number globally, emerging consumers represent a large and significantly untapped customer base. Emerging markets’ share of global consumption is forecast to increase from 32% to 47% by 2025, fuelled by rapid growth of average incomes, with a spending power of US $30 trillion by that same year.
DEAL SOURCING
Our experienced deal teams include former CEOs and senior executives from emerging markets, financial services and healthcare, who have a deep understanding of both the potential and pitfalls of these sectors and markets.
SPECIALIST EXPERTISE
Employing our management expertise, we help structure the efficiency and effectiveness of core operations within our partner companies.
ESTABLISHED FOOTPRINT
Bringing to bear our technical know-how, we help partner companies integrate new technologies with traditional approaches.
PROFIT WITH PURPOSE
Leveraging our internal knowledge, we help our partner companies design affordable, relevant and quality products for emerging consumers.
EXIT
Once we have set a partner company on an unassailable path to growth and impact, we take a responsible approach to exiting our investments. Whether we exit via an IPO, a trade sale, a sale back to a partner, or a management buyout, we look to leave an enduring legacy of Profit with Purpose.
Value Creation
LeapFrog believes that its operational capabilities help build resilience, governance, innovation, and impact into every one of LeapFrog’s deals, shaping future market leaders in Financial Services and Healthcare across the Fund’s fast-growing markets.
We have a team of value creation specialists who lend deep operational and management expertise to our partner companies. They share their skills and knowledge across a range of business functions.
STRATEGY & GOVERNANCE
LeapFrog creates business strategies, governance structures, strategic planning, and financial and social performance management.
EXAMPLE
LeapFrog helped miLife Insurance implement best practice governance, reporting and risk management.
CORE OPERATIONS
LeapFrog helps to structure the efficiency and effectiveness of core operations and processes.
EXAMPLE
LeapFrog helped Goodlife optimise procurement and supply chain management functions, including sourcing new import partners and retendering supplier contracts.
SALES & DISTRIBUTION
LeapFrog brings deep technical expertise in sales and distribution, integrating new technologies with traditional approaches.
EXAMPLE
LeapFrog helped ARM Life develop and implement an in-depth retail strategy.
PRODUCT, PRICING & REVENUE
LeapFrog designs affordable, relevant and quality products, built with the emerging consumer at the center.
EXAMPLE
LeapFrog helped BIMA design and rollout a 70¢/mo hospital cover product, now in 8 markets.
TECHNOLOGY
LeapFrog creates technology and data strategies and capabilities for higher performance in core operations and enhances customer experience.
EXAMPLE
LeapFrog helped Mahindra embed mobile technology into sales, marketing, and claims functions.
TALENT
LeapFrog supports recruitment, retention and development of world-class senior talent, drawing on our global networks.
EXAMPLE
LeapFrog runs our multi-stage Talent Accelerator Initiative for portfolio companies to improve staff outcomes.
