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03Portfolio

A curated portfolio.

Selected companies, by sector, and why they matter.

Andrade

Technology services

Microsoft solutions implementer.

A Microsoft-ecosystem channel within the portfolio.

Metafinanciera · Luca AI

Financial services · Mexico

AI-run lending, from origination to collections.

The anchor case for the operating model.

CPA Vision

Tax technology · Mexico

Tax data and AI services for large companies.

Scales with AI; relies on trust AI does not replace.

Bank 365 USA

Fintech · United States

Banking-as-a-Service technology.

Extends the portfolio into U.S. financial technology.

Anthropic

Artificial Intelligence

Frontier AI research company, maker of Claude.

Direct access to the foundation layer of enterprise AI.

Diamond Foundry

Advanced Materials

Lab-grown diamonds, from jewelry to semiconductors.

Exposure to the next generation of chip and thermal-management materials.

Rappi

Consumer Technology · Delivery

Latin America’s leading on-demand super-app.

Proven regional scale in logistics, payments and consumer data.

Yuno

Payments Infrastructure

Payment orchestration for global merchants.

Global payments infrastructure.

Selected Investments

Strategic relationships
KavakGrokBase PowerEndeavorCometa