We invest in mission-critical software companies and develop them alongside their founders, with permanent capital, a unique growth platform, and cutting-edge applied AI.
That is the kind of company, and founder, we look for: someone who knows their industry from having lived inside it, who built something that became mission-critical to their customers' operations, and who is looking for a true partner for the next phase of growth.
We believe these founders deserve more than capital. That is why we built a growth platform specialized in vertical software, made by and for entrepreneurs in Brazil. We work side by side with you to accelerate your business.
We are a permanent capital holding company, meaning when we invest, it is forever. Your brand stays, your team stays, your customers keep being served. Your company gains access to our platform across applied AI, go-to-market, fintech, product development, operational efficiency, M&A, and a community of operators who have scaled software companies before.
We move fast, we respect your time, and we structure every investment differently – always seeking alignment with what works for you.
We would love to meet you and hear more about what you have built.
Sincerely,
The best products are not built for everyone – they are built for someone. Mission-critical vertical software has exceptional retention, customers who cannot operate without it, and moats horizontal software will never have.
Regulatory complexity, along with tax, cultural, and demographic particularities, creates barriers that protect Brazilian vertical software. We know this terrain because we operate in it.
AI is reshaping every industry. We believe that those who have customer trust, access to unique data, and mission-critical software are well positioned to win. We invest in these companies and empower them with cutting-edge technology and talent.
Your product is the backbone of your customers' operations, in a vertical where domain expertise matters.
Recurring revenue, a long-standing customer base, and clear opportunities for long-term growth.
Supported by disciplined, capital-efficient growth.
Customers stay because your software is critical to their operations. Removing it would make their daily work measurably harder.
AI is transforming the software market. We make that a tailwind, by building AI-first products and automating workflows. We are building our own AI infrastructure and will bring that platform into our companies.
We strengthen your sales engine, optimize pricing, and refine your go-to-market strategy to unlock the next stage of growth.
Payments, credit, and financial products embedded in your software. This is one of the fastest levers for revenue and margin expansion for VMS in Brazil.
Expand through acquisitions and consolidate your vertical with our capital, sourcing capabilities, and M&A expertise.
Support to streamline finance, accounting, HR, and reporting, bringing efficiency to every process, so your team can focus on the product and the customer.
Product leaders who understand your market and engineers who work in your codebase. We help you modernize the architecture and accelerate delivery.
Join a community of founders and operators who have built, acquired, and scaled software businesses. Learn from shared experience and proven playbooks.
A decade helping entrepreneurs scale high-growth tech companies in Brazil, from living the day-to-day operations at Remessa Online (R$1.3bn Exit) to investing at Hedosophia and Rise Capital.
A confidential, no-commitment call. We want to understand what you have built and what you want for the next chapter.
With an NDA in place, we review the numbers and present an indicative proposal in weeks, not months.
A straightforward process, run by a team that has sat on both sides of the table. Every deal is designed around the founder.
Your brand, your office, and your team stay. We start the growth plan together.
// ABSOLUTE CONFIDENTIALITY AT EVERY STEP
If you know a great vertical software company in Brazil, we would love to hear about it. We pay a competitive referral fee for introductions that lead to an investment.
indicacoes@confluencia.groupEven if now is not your moment yet, we would love to meet you and hear about what you have built.
leonardo@confluencia.group rohan@confluencia.groupSão Paulo, Brazil
