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 you know deeply.
Recurring revenue, a consolidated customer base, and an expansion trajectory.
A business that grows with capital efficiency.
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, not a headwind, building AI-first products and automating workflows. We are building our own AI infrastructure and bring that platform into our companies.
We professionalize the sales structure, optimize pricing, and work on the GTM strategy to take the company to the next level.
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.
Capital and expertise to consolidate your vertical. You know the competitors and adjacencies, we structure and fund.
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.
Entrepreneurs and operators who have scaled software companies, working with you on a weekly basis.
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
