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Strategic Brief · 2026 Confidential · Not for distribution

Where there is no credit bureau, you sell your way to one.

We sold. We observed. We earned the trust. Now we want to underwrite.

Simma spent four and a half years formulating that sequence, turning cross border e-commerce into a creditworthiness layer for a country that has none. Cheap acquisition, item level behaviour, and a repayment record on every single delivery. Tested and validated in Iraq. Now it is time to apply the blueprint elsewhere.

$18.5M
Total transaction value
$3.1M
Settled through the Simma Wallet
520K
Registered users
300K
Orders analysed
18
Governorates covered
73%
Monthly repeat rate
01 — The blueprint

Four things have to exist before anyone can lend in such markets. We built all four.

The order is fixed. Nothing about it is specific to Iraq, which is what makes it a blueprint rather than a strategy.

01  SELL

A real, recurring use case

People transacting regularly, with real money, inside a digital medium. Not pilots and not intent surveys.

Orders 300,000
Value $18.5M
Monthly repeat 73%
02  OBSERVE

Behavioural data deep enough to underwrite

Item level, continuous, and paired with a repayment record because goods ship before money is collected.

History 4.5 years
Transacting users 70,000
Observed failures ~90,000
03  TRUST

The step that decides whether any of it works

Trust, not capital or licensing, is why financial institutions have struggled to convert this market. Getting a cash economy consumer to fund a wallet before they receive anything is the only reliable proof they will accept a financial product later.

Through the wallet $3.1M
Of transaction value 17%
Preloaded voluntarily
04  UNDERWRITE

Dependable collateral, the one commerce cannot produce alone

Behaviour tells you who someone is. It does not verify what they earn or give you a hold on it. That needs verified income and control over disbursement, which is Project Yllo.

Scoring engine built
Yllo hardware ready
Licence and capital partner
Applied in Iraq. Ready to be applied again
The same four steps unlock the next market.
See where it goes next
02 — What the data reveals

Just a transaction? Household composition, income, discipline, reachability, and a great deal more.

Household composition

Separate children's size bands alongside adult sizes give headcount, ages, and how the family grows.

Imputed income

Order value against cadence, brand tier and wallet preloads place a household in a bracket without a payslip.

Financial discipline

Voluntary preloading, combining orders to avoid fees, redeeming points. Literacy and organisation, observed.

Location value

A verified delivery address maps to a neighbourhood, and a neighbourhood carries property prices. A wealth read independent of the basket.

Spending behaviour

Category mix, seasonal spikes around Eid, baskets built and abandoned over months.

Payment behaviour

Cash on delivery makes every order a settled micro loan. Who pays, who stalls, who refuses at the door.

Reachability

Whether they answer, how fast, and whether they are there to accept the order. Contactability is a real collections variable.

Liquidity timing

A customer asking us to hold delivery until the salary lands has just disclosed their pay cycle and their cash position.

The half nobody has

A scorecard cannot be trained on people who always pay. It needs observed failures, and a collateral model never generates them. Roughly 90,000 orders were cancelled, refused at the door, or abandoned after placement, each attached to a phone number, a governorate, a device and a basket.

Specimen One customer, drawn from the file

A real Simma customer, anonymised. Everything in the left column was observed, never asked. Nothing was declared, supplied, or verified against a document. The right column is the picture assembled from it, ending in a limit and a risk grade. There are roughly 70,000 of these.

Customer A
Baghdad · Active since 2023
Observed signals
Device
iPhone 15 Pro Max
Current flagship. Strong upper income signal
Phone prefix
078 Asiacell
Private sector, urban demographic
Orders delivered
14 orders, $1,232
Zero rejections, zero defaults
Payment journey
COD to wallet
Migrated at order six. Trust signal
Wallet top ups
8 × avg 70K IQD
Preloads voluntarily. Financial stability
Order combining
3 × to save fees
Cost aware, financially organised
Sizes purchased
2–3Y, 5–6Y, W-M, M-XL
Two children in distinct age bands, two adults
Reorder cadence
Every 34 days
Monthly rhythm. Salary linked purchasing
Delivery reschedules
4 ×, always to the 1st–5th
Asked us to hold until payday. Pay cycle exposed
Contact responsiveness
Answers within 2 hrs
Reachable. A real collections variable
Delivery address
Same, 36 months
Established residential district. No relocation
Brands purchased
Shein, Zara, Adidas
Aspirational mix, disposable income
What they buy
Women's modest fashion36%
Children's clothing, ages 2 to 628%
Men's casual18%
Sportswear and footwear12%
Accessories6%
What Simma infers
Household of four, two children aged roughly two and fiveRead off the SKUs, not declared anywhere. Two separate children's size bands ordered on a repeating cycle, alongside consistent adult sizes.
Female primary account holder, 28 to 42Category dominance combined with modest wear preference. High confidence.
Privately employed, paid at month endFour reschedules into the first week of the month, a 34 day reorder cadence, and orders placed in business hours.
Income estimate $550 to $900 per month$88 average order value against monthly ordering, wallet behaviour, brand tier and district.
Organised, reachable, no distress signalsPreloading, fee avoidance, points redemption, and a two hour response time across three years.
Rule based engine v1 output
PRIME
$800 opening limit · Low default probability
03 — Project Yllo

Iraq's private sector is completely off the grid.

It is also most of the country. Salaries arrive as cash in an envelope, once a month, leaving no account, no record and no verifiable income for the majority of Iraqi workers.

5.7M
Private sector workers
2 in 3
Of the national workforce
3 in 4
Employees paid in cash
60%+
Working informally

Behavioural data can tell a lender who someone is and how they behave, but it cannot verify what they earn or give anyone a hold on it. Closing that gap needs data and control over disbursement. Yllo is the first infrastructure in Iraq built to deliver both.

Project Yllo · BaghdadBuilt and tested · Pilot agreed
Ready
Hardware built and tested
1,000
Employee private sector pilot in place
5
Units available for deployment
Baghdad
First installation

How it works

Installed at the employer. Payroll goes in as cash, the employee is verified biometrically and through the app, and the payment is released automatically. Income becomes verified and salary becomes a dependable point of control.

The hardware

Four IQD denomination cassettes, ATM grade validator and dispenser, biometric identification with app authentication. No PIN pads, no cards, no counter.

04 — Unlocking new markets

Unlocking new markets. A blueprint for consumer finance.

Syria is the clearest place to run it again, and the time is now.

Stage one

Simma goes in on commerce

Cross border e-commerce under the Simma brand, cash on delivery, no licence required and no balance sheet exposed. Build the user base, earn the trust, and start writing the credit file from the first delivery.

Stage two

The financial offering launches on top

Once the base exists and the data is deep enough, a full financial proposition goes live into customers who are already yours. Carried under the partner brand, or launched as a rebrand, whichever protects the mother brand better.

Why now
  • Sanctions repealed, December 2025
  • SWIFT access restored to Syrian banks
  • Visa and Mastercard authorised by the Central Bank, May 2026
  • noon opened in Damascus
  • Zain paid $747M for a mobile licence
  • Nobody holds the consumer layer

Syria is not the only option. Libya is the closest parallel and screens well on the same criteria, as do Algeria and Lebanon. All cash dominant, all without a functioning consumer bureau, and all within reach of the same operating team.

05 — What this becomes at scale

The blueprint works. The right partner multiplies it.

Two columns. What is already built and running, and what a partner needs to bring to it.

Simma brings
Built, running, and in market today
Consumer trust
A brand that consumers in Iraq choose to trust with their money.
Trust is the hardest asset to build in this market, and the easiest to destroy. Simma has a 73% monthly repeat rate across all 18 governorates, wallet adoption that is preloaded voluntarily, and consumers who have been coming back for four and a half years. In Iraq, that is not a metric. It is a reputation.
  • A four and a half year item level behavioural dataset, with a repayment record on every delivery
  • A negative file of roughly 90,000 observed non completions
  • Cross border supply across 50+ global brands
  • A wallet consumers voluntarily preload, carrying 17% of transaction value, earned not forced
  • A scoring engine built and ready to deploy
  • Project Yllo, with a pilot agreed
  • Nationwide delivery and cash collection at the door
The partner brings
The four things Simma cannot supply itself
  • Capital. Turns a scored decision into a written loan, at volume. The engine exists and has never had a book behind it
  • A licence. Lifts the ceiling on what can be offered and to whom, and brings every product under one roof
  • Distribution and standing. Replaces one consumer at a time with a network, and opens doors acquisition spend cannot buy
  • Simplified cross border money movement. Every order Simma sells has to be paid for abroad. Faster settlement and a better rate on the dollar reduce the working capital tied up in goods and feed straight through to margin, and to the price the consumer sees

The interesting part is not 300,000 orders. It is what four and a half years of dissecting them taught us, and what that can become with real financing behind it.

06 — Now is the time

Now is the time to act. Let's talk.

Regulation in Iraq is moving faster than it has in a generation, the Central Bank is issuing and executing rather than consulting, and the rails are being rebuilt around a market that has never had them. Windows like this do not stay open long.

Founder
Samer Tarazi, Co-founder & Chief Executive
Phone & WhatsApp
Website