Building 3–4 companies per year. Cashflow‑focused machines.
A repeatable loop. Six stages. 3–4 ventures a year.
A repeatable loop to launch 3–4 ventures per year and compound the winners for decades.
Research the wedge
find workflows where AI creates 10× advantage.
Partner with operators
domain experts + builders.
Build fast
small team, AI-powered core, rapid iteration.
Earn traction
real users, real revenue, honest signals.
Prove unit economics
LTV:CAC matters from day one.
Compound
scale profitably, build durable moats.
We met in 2024. Four operators from opposite angles: Jess and Andrea with inDinero ($100M+ ARR) out of SF; Amanda scaling Sigga to a 10× exit and Felipe at Bamboo DCM in Brazil. Same conclusion: Brazil has massive service-economy volume, underestimated senior engineering talent, and almost no pre-traction capital with operational depth. SP operates, SF brings playbook + capital.
Three of the ten rules we operate by.
Not values. Rules that constrain behavior — the decisions we have already made so we can spend operating time on the ones that are left.
First ticket or no ticket.
We are first-money-in or we do not invest. The studio's edge is at the founding moment.
3–4 ventures per year. No exceptions.
We deliberately cap throughput. Studios that scale faster than their stack matures debase the very advantage that justifies the model.
What we will not do is what we are.
A studio that cannot articulate its negative space cannot articulate its positive. Saying no is the discipline.
If you’re building,
find us.
Three doors. Pick the one that fits. Each opens to a person — not a form.
Founders.
Send the deck, the demo, or the codebase. Replies signed by a partner within seven days. We read every memo. Twice.
LPs.
We are open to LP conversations. Quarterly portfolio updates and operating dashboards available under NDA. We share more, not less.
Press.
For coverage on the firm or its ventures. We respond within 48h with the founder we’d like you to talk to instead of us.
Let's talk.
Whether you're a founder building or an investor looking for AI-native exposure in Brazil — we'd love to hear from you.