Overture
August 2026
Note 02
Four streams. Not everything.
Dear Investor, Dear Partner,
A short note on the company streams we will form against — and what we will refuse to call a stream.
The list
Overture Residency is not an open brief. Founders can arrive without an idea. They cannot arrive without a problem set. The four streams are work, transition, connectivity and local market productivity. Each has a situation, a wedge, and a definition of evidence.
Work is unemployment in South Africa, attacked with AI that makes labour exist, get done and get paid. Transition is job change without the fiction of a certificate. Connectivity is useful access on prepaid and intermittent signal. Local markets is the operating system of a small firm — formation and operations, not another lender.
What is not a stream
Job boards. Learnership mills. Another LMS. A fibre pitch. A neobank. A dashboard nobody operates. “We will partner with a telco” with no product. Impact, as a word, standing in for a buyer.
If a founder brings an adjacent problem, it can enter. It has to be as concrete as these four. We would rather do four things that can produce a company than twenty that produce a workshop.
How we will update this
Later letters will report on the streams as they are used: which problems founders actually picked, what customers said, what continued after Residency. Until then, treat this as the map, not the score.
If you sit on one of these problems — as a bank, a network, an employer, a technology company — the useful conversation is which stream you can put customers or constraints into. Not a logo on a wall.
With thanks
Overture
21 August 2026. Internal / investors and partners.