How to Invest in Latam Startups: A Post 2021 Financial Bubble Analysis

🎙 In this podcast, we interview Paulo Passoni ex Softbank Latam Fund Manager about:
0:00 Intro
02:15 Transitioning from Private to Public Investments
05:48 Understanding the Dynamics of Private Equity and Venture Capital
07:56 Insights into LatAm’s Growth Ecosystem
11:55 Reflecting on Investment Lessons and Market Dynamics
22:18 The Role of Local vs. Global Investors in LatAm
29:31 Regulatory Changes and the Rise of Fintech in Brazil
39:11- Rethinking Business Models and Capital Efficiency
55:18 The Impact of AI on Business Models
👤 Paulo Passoni is Managing Partner at Valor Capital Group, a venture capital and growth equity firm investing across Brazil, LatAm, and the US.
Before Valor, Paulo played a protagonic role in developing LatAm’s growth equity ecosystem as a Managing Partner at SoftBank, managing their $8 billion LatAm Fund. Paulo invested and acted as a board member of several Brazilian unicorns including VTEX, Loggi and Creditas. He also invested over a decade in Latin America’s public and private equities at Third Point Management and Eton Park.