Sector memos
Each memo follows the same structure: why now, valuation regime and comparables, category definition, regional market map, seed-to-Series A pipeline, growth-stage proof points, exit comparables, ticket fit, and the diligence questions I would actually ask. Every memo is dated and lists its sources.
Energy Transition and Industrial Software in the Andes
Written from the operator's side: what a diversified Andean industrial group actually buys, what it builds in-house, and where a venture-backed company can win.
Housing Finance and Proptech in Chile and Mexico
Where housing finance actually breaks in two of the region's most bankable markets, and which models survive a rate environment the 2021 cohort never priced.
Cross-Border Payments and FX Infrastructure in Latin America
Why the margin in LatAm payments is moving from the storefront to the FX and settlement layer — and which seed-to-Series A companies sit in that path.