Welcome to Season 4 of The J Curve đď¸
Kicking off this season with a must-listen episode featuring Paulo Passoni, one of the sharpest investors in Latin America. Paulo played a key role in SoftBankâs multi-billion-dollar investment in Latin Americaâs tech sector, serving on the boards of Quinto Andar, VTEX, and Creditas. Now at Valor Capital, heâs focused on backing and scaling the regionâs next generation of high-growth startups.
This conversation is a direct, tactical breakdown of what really matters when building and scaling in LatAm. Hereâs what we cover:
⢠Why M&A is a broken exit strategy for VCs in LatAm â and why startups need to think bigger.
⢠The hard truth about IPOs â If you donât hit $300M+ in revenue, forget about a public listing.
⢠Why the â$200M acquisition trapâ kills LatAmâs unicorn potential â and what founders should optimize for instead.
⢠How SoftBankâs cash wave reshaped the market â and the pricing mistakes that investors (including Paulo) made.
⢠The scarcity of growth capital in LatAm â what it means for startups at Series B and beyond.
⢠How to spot truly âcrazyâ founders â and why they are the only ones who build billion-dollar businesses.
⢠The game-changing role of AI in scaling startups faster with fewer people.
If youâre building or investing in LatAm, this is the playbook you need to hear.
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