The Caatinga has sun, wind and land in abundance. What it lacks is modern technology. The businesses, clinics and public services of the semi-arid run on software from another era, and the companies that modernize them, built to a global bar by local engineers, can become category leaders far beyond the region.
Before talking about solar panels to cut a supermarket’s energy bill, talk about its inventory, logistics and HR systems. The fastest gains in the semi-arid come from replacing broken software, and every business here needs it.
Clean energy generation will happen with or without us. The value is in the intelligence layer: software and AI that forecast, balance and spend energy and water better than anyone else.
The region already has talented developers, but they work alone and rarely meet the bar of the world’s best teams. Bringing them together under high standards is how the semi-arid builds its own champions.
Every company we back should move at least one item from the right column to the left.
We invest from pre-seed to Series A, and we follow on in the companies that become regional anchors.
Companies whose core is software or AI, solving a real operational problem for businesses, clinics, farms or governments in the semi-arid.
Teams that hold themselves to the engineering, product and design standards of the best companies in the world.
Founders building in, or for, Brazil’s semi-arid, who hire and grow local engineering talent.
Products that every underserved market, from the rest of Brazil to the Sahel, the Middle East and Central Asia, will also buy.
We concentrate where universities, talent and customers already exist, then build outward.
One of Brazil’s strongest computer science traditions, and the natural home for the region’s engineering community.
Irrigated agriculture on the São Francisco river: a living lab for agritech, supply-chain and water-management software.
Ports, logistics and energy-intensive industry that need software to manage operations, energy and trade.