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Our thesis on Lorry: how a data-first, CPK financing model is reshaping fleet economics across LatAm, and why we underwrote the conviction.
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Our thesis on Lorry: how a data-first, CPK financing model is reshaping fleet economics across LatAm, and why we underwrote the conviction.
Private credit is one of the fastest-growing asset classes in the world, yet it still runs on spreadsheets, document-heavy workflows, and fragmented servicing systems.
An in-depth look at how a data-driven insurtech is reshaping Mexico’s auto insurance market—and the strategic rationale behind our investment conviction.
A strategic look at how Finmaq’s digital lending platform expands capital access for underserved entrepreneurs and the core factors driving our investment thesis.
Insights into Wild Foods’ innovation in the natural snacks category and the scalable market dynamics that underpin our conviction in its growth potential.
A focused overview of Foodology’s tech-enabled approach to food discovery and the structural opportunities that led to our inaugural investment.
Our thesis on Lorry: how a data-first, CPK financing model is reshaping fleet economics across LatAm, and why we underwrote the conviction.
Private credit is one of the fastest-growing asset classes in the world, yet it still runs on spreadsheets, document-heavy workflows, and fragmented servicing systems.
An in-depth look at how a data-driven insurtech is reshaping Mexico’s auto insurance market—and the strategic rationale behind our investment conviction.
A strategic look at how Finmaq’s digital lending platform expands capital access for underserved entrepreneurs and the core factors driving our investment thesis.
Insights into Wild Foods’ innovation in the natural snacks category and the scalable market dynamics that underpin our conviction in its growth potential.
A focused overview of Foodology’s tech-enabled approach to food discovery and the structural opportunities that led to our inaugural investment.
Private credit is one of the fastest-growing asset classes in the world, yet it still runs on spreadsheets, document-heavy workflows, and fragmented servicing systems.
Private credit is one of the fastest-growing asset classes in the world, yet it still runs on spreadsheets, document-heavy workflows, and fragmented servicing systems.
Artificial intelligence is quietly becoming one of the most influential forces shaping the next chapter of fintech. Its potential to enhance decision-making, personalize customer experiences, and strengthen risk management is considerable, though so are the questions it raises around data quality, transparency, and appropriate regulation. This piece offers a closer look at how these dynamics are unfolding.
Artificial intelligence is quietly becoming one of the most influential forces shaping the next chapter of fintech. Its potential to enhance decision-making, personalize customer experiences, and strengthen risk management is considerable, though so are the questions it raises around data quality, transparency, and appropriate regulation. This piece offers a closer look at how these dynamics are unfolding.
The macro backdrop that guided investors through the past decade is quietly giving way to something new. Monetary policy is tighter, supply chains are being reorganized around security rather than efficiency, and a set of structural forces — AI, geopolitical fragmentation, the low-carbon transition, aging populations, and the reinvention of finance — is beginning to define where the next cycle of returns will come from. In this context, broad market exposure is unlikely to be enough.
The macro backdrop that guided investors through the past decade is quietly giving way to something new. Monetary policy is tighter, supply chains are being reorganized around security rather than efficiency, and a set of structural forces — AI, geopolitical fragmentation, the low-carbon transition, aging populations, and the reinvention of finance — is beginning to define where the next cycle of returns will come from. In this context, broad market exposure is unlikely to be enough.
An in-depth look at how a data-driven insurtech is reshaping Mexico’s auto insurance market—and the strategic rationale behind our investment conviction.
An in-depth look at how a data-driven insurtech is reshaping Mexico’s auto insurance market—and the strategic rationale behind our investment conviction.