We were born to help entrepreneurs and make their dreams come true. We believe that artificial intelligence has the exponential potential needed to accelerate and transform billions of lives, so we believe in entrepreneurs who develop technologies that will positively transform our planet.
VCAI is powered by Reag Investimentos, the main independent asset manager in Brazil, with over $40B aua, and $35B aum.
Our board includes Kadu Guillaume, Thiago Domenici from Confrapar, a growth equity firm with 15 years experience, $100M aum and 16 exits as track record.
Our concept was created and is led by Leo Santos, the founder of Semantix, the first Latin American deep tech listed in Nasdaq, in 2022.
Silicon - the war is over and Nvidia has won.
Large Language Models - Red ocean, with powerful Big Techs clashing to determine who will be the winner.
Application layer - Will likely be protected by regulation, which in many countries already limit Big Techs from entering. We will focus on the strongest founding team, that have proven solutions with AI in its core. Important for them to have at least some level of Intelectual Property applied to the solution. If the startup does not have all of that, but is a very strong player in big data, and is willing to pivot and become an AI superpower, we are willing to work with you.
We invest in the application layer of Artificial Intelligence.
AI Native
•Main product based on AI
•Structured and robust database
•High investments in Research & Development
•Product application applicable to many markets
AI Ready
•Core product without AI
•Robust and structured database
•AI as an increment to the core product
•Application in one focus market
Despite being an industry-agnostic fund, we prioritize a few segments that have synergy with our team's and Reag's track record
The sector with the most immediate impact on society. It has one of the largest gaps in the application of technology in general, and especially AI
The demand for Energy, and specifically clean energy is demanding a full overhaul of this sector, generating billions of investment and a revolution. AI will play a center role in it
According to McKinsey's report in 2023, it will suffer a $350billion impact by AI applications in the next 3-5 years. The highest in any real economy sector
The last sector to remain with centuries-old practices. Latam has a large education gap, that can be bridged through AI applications
Besides being Reag's historic core business, Real Estate represents 6% to 8% of Latam's GDP, and shows a potential of over $110B in AI impact globally