Why should VCs be investing in Brazil right now?

About this episode

The episode discusses the current investment landscape in Brazil and why it's an opportune time for venture capitalists to invest in the region.

👉 Send questions or vote on the next topic: https://forms.gle/iGfVfiBHELzpAeVf6 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…

People in this episode

Host: Rodrigo Baer

Topics covered

• venture capital
• Brazil
• startup ecosystem
• investment opportunities
• founder development
• LATAM market

Keywords

• Brazilian VC
• capital scarcity
• founders
• startup experience
• investment returns
• LATAM opportunities
• emerging talent

Mentioned in this episode

Places: Brazil, LATAM, Silicon Valley

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