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For LPs

Strategic exposure to AI-native Brazil — through a studio with a 10× exit already in the ground.

This page is the public version of how we describe ourselves to LPs. The private version goes deeper on terms, vintage, and pacing — but the thesis, the structure, and the discipline are the same in both.

~50%6
Studio IRR (GSSN, 10-yr)
~19%6
Traditional VC IRR
10×
Sigga exit (Avante team)
$500M+
Deployed by founding team historically
The thesis

Three structural conditions that compound into LP-grade returns.

01

Brazil is the largest under-served services economy on earth.

$2.5T GDP, 70% services, ~90% of SMBs under-digitalized. The structural gap between volume and software penetration is unique among large markets globally.

02

AI infrastructure is now cheap enough to deploy without a Series A.

In 2026, a 4-person Brazilian team can ship an AI-native vertical product with the operating cost of a 2018 SaaS startup. The studio model captures that arbitrage with discipline.

03

The studio model historically outperforms VC by ~2.5×.

Operating depth at week one. Capital efficiency by design. Time spent on chosen ventures, not on losing competitive deal sourcing. Each compounds with every cohort.

Structure

How the studio is set up — at a public level.

Specific commercial terms are shared in a private LP conversation. The architecture below is what every conversation starts from.

  • 01Studio writes first-money-in across 3–4 ventures per year.
  • 02LPs gain exposure across the full cohort — not single-deal selection risk.
  • 03Operating partners hold studio economics; LPs hold capital economics. Aligned incentives, separated workload.
  • 04Reporting on a quarterly cadence with cohort-level NAV transparency and per-venture milestone notes.
  • 05Specific terms (target fund size, GP commitment, fee model, distribution waterfall) are shared in a structured LP conversation, not on a public page.
What we will not do

Discipline matters more than the pitch. Here is what is off the table.

  • × We will not share LP names or other LP identities. Each LP relationship is confidential by default.
  • × We will not provide financial advice, allocation guidance, or tax structuring. LPs engage their own counsel.
  • × We will not run a parallel co-investment vehicle without explicit governance for it. The studio is the studio.
  • × We will not launch ventures whose primary buyer is "the LP base." Customer markets are independent of capital markets.
For Investors

Welcome to the Avante ecosystem.

Beyond returns — strategic access to the AI revolution in Brazil.

01

Quarterly Expert AI Training

Exclusive workshops led by top AI practitioners. Stay ahead of the curve with hands-on learning from the best minds in AI.

02

Futureproofing.dev Priority

Priority access to our AI talent company. Hire vetted AI engineers before anyone else.

03

Access to Mahway Agents

Portfolio of custom AI agents for your business. Ready-to-deploy automation tools.

04

On-Demand AI Consulting

Personalized AI implementation consulting. Turn your operations into AI-powered workflows with expert guidance.

São Paulo + San Francisco

Worldwide Legal Advisors

Foley (USA)
Lefosse (Brazil)

Schedule an LP conversation.

First call is 45 minutes: thesis walkthrough, team's prior track record in detail, the LP terms document, your questions. We do not run roadshow calls — every conversation is structured and documented.

Request an LP conversation