Pergunte ao VC

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Insights:

O que mudou nas métricas para uma startup levantar capital agora com o mundo de AI? Neste vídeo, explicamos como o crescimento acelerado e os times enxutos estão redefinindo o perfil de startup que os investidores buscam hoje.

📌 Neste vídeo:

• Por que as métricas de crescimento tradicionais estão perdendo sentido.

• Como a AI permite crescer mais rápido com times muito menores.

• O desafio da defensibilidade em um mundo onde copiar ficou fácil.

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#venturecapital #startups #inteligenciaartificial #founders #aistartups #empreendedorismo #seed

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Insights:

Brazilian companies do have a reason to exist in an AI-driven market and not just to solve local problems. Silicon Valley builds products assuming there's a developer on the other end. That assumption holds true there, but not for 95% of the world. A steel mill in rural Brazil or the American Midwest doesn't have a dev on the team, and that creates a massive opportunity for those who know how to build for that context. 14B believes that Brazil's specificity will generate exportable products: front-end AI security (monitoring individual behavior, not just APIs), social engineering fraud prevention (the Brazilian pattern, distinct from Eastern Europe's hacking-focused fraud), and solutions for the WhatsApp economy — where Brazil already holds 7 to 8 years of advantage over the American market. Different contexts build different companies. And some of those companies will be global.

📌 In this video:

• Why the Brazilian context creates opportunities Silicon Valley overlooks

• The "assumed developer" problem and how it opens space for more accessible products

• Front-end AI security: why the risk lies with the employee, not the API

• Social engineering fraud as an exportable thesis from Brazil to the world

• Brazil's competitive edge in the WhatsApp economy• Which opportunities are local (tax, legal, logistics) and which can scale globally

• Why LATAM can lead AI solutions for markets without developers

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#venturecapital #latamstartups #artificialintelligence #founders #entrepreneurship #emergingmarkets #Brazil #LatinAmerica #AIstartups

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Insights:

Generating exits in Brazil remains one of venture capital's greatest challenges. With incumbents too small to acquire billion-dollar companies and local IPO markets suffering from adverse selection, 14B invests primarily in companies with global ambitions. By building products that integrate into international platforms — think Salesforce, SAP, or Visa — founders unlock access to larger acquirers and better valuations. This strategy has already proven successful: Auth0 (sold to Okta), Technisys (sold to SoFi), and Pismo (sold to Visa) exemplify the path forward. We discuss why selling "Brazil to the world" is preferable to building "HubSpot for Brazil," and how the best Latin American companies should target US listings or strategic M&A with global players rather than settling for local market exits.

📌 In this video:

• Why liquidity is scarce in Latin America and the billion-dollar acquisition bottleneck

• The limitations of selling regional products to local incumbents

• How global platform integrations create richer exit opportunities

• Examples of successful regional exits to international acquirers (Auth0, Technisys, Pismo)

• Why "jabuticaba" products struggle in US public markets

• The risks of adverse selection in local Brazilian IPO markets

• Strategic M&A versus IPO as the preferred exit path for LatAm venture companies

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#latam⁠ ⁠#fundraising⁠ ⁠#startups⁠ ⁠#investments⁠ ⁠#founders⁠ #venturecapital

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The 2012 vintage of Brazilian VC funds delivered outstanding returns—20% of those funds rank in the top 5% globally. That's no accident. Brazil is a massive domestic market with real scarcity of capital. Founders who raise capital find clean water and don't have to fight insane CAC to grow. The winners are sizable enough to deliver outsized returns.Fast forward 15 years. The game has completely changed. In 2012, we didn't have experienced founders or teams with startup experience. Today, we've trained hundreds of thousands of people on how to build and scale startups. They're coming back to build again. Combined with still-scarce capital availability, this is a massive inflection point for Latin America.You can now build teams that compete globally while arbitraging a very large market, scarce capital supply, and an abundance of emerging talent. Better deals. Better multiples. Better opportunity.

📌 In this video:

• Why the 2012 Brazilian VC vintage was exceptional.

• How founder and talent supply has evolved over 15 years.

• The arbitrage opportunity in LATAM vs. Silicon Valley valuations.

• Why now is the time for allocators to deploy capital in Brazil

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#latam #fundraising #startups #investments #founders #venturecapital

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Insights:

Diferentes estágios de maturidade exigem diferentes estratégias. Neste vídeo, analisamos como Brasil, Colômbia e México enfrentam desafios distintos no ecossistema de venture capital. Enquanto o Brasil se recupera com founders experientes e disciplina de capital, Colômbia e México lidam pela primeira vez com ciclos de contração. Exploramos como a experiência de crises anteriores molda a resiliência de um mercado.

📌 Neste vídeo:

• A diferença entre mercados em boom versus mercados em contração.

• Como founders experientes se adaptam mais rapidamente a cenários restritivos.

• O papel dos fundos locais versus regionais na disponibilidade de capital.

• Por que Argentina e Chile se destacam em disciplina e construção global.

• Sinais de recuperação no Brasil versus desafios continuados na região.

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#venturecapital #americalatina #startups #fundraising #founders #empreendedorismo #mercadosemergentes

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Insights:

Levantar capital é apenas o início de uma jornada complexa. Neste vídeo, exploramos um dos dilemas mais críticos para um founder: o produto foi testado, os recursos foram investidos, mas os resultados não apareceram. Devo devolver o dinheiro? Analisamos a diferença entre falhas técnicas e a inexistência de um problema real no mercado.

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#venturecapital #startups #fundraising #founders #empreendedorismo

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Insights: O que faz uma startup ser "irresistível" para um investidor? Neste vídeo, explicamos como os pilares de Time, Tese e Mercado variam conforme o tamanho e o perfil do fundo de Venture Capital.

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