Led · Equity · Jul 2026

Brendi provides a paid platform that lets restaurants receive and dispatch orders over WhatsApp via text or audio, integrates digital menus and in-chat payments, and supports restaurants’ logistics by integrating with third-party couriers or in-house delivery. Founded in 2020 in São José dos Campos and pivoted to restaurant marketing in 2021, the company expanded its product after 2023 developments in large language models to automate conversational ordering. Today Brendi serves 7,100 establishments across roughly 1,300 Brazilian cities, with 85% of its base in municipalities under 800,000 inhabitants and weekly processed orders rising from 140,000 to 420,000 over the past 12 months. The company reports an ARR of nearly $5 million, projects $8–9 million in ARR by year-end, and targets $20 million ARR and 20,000 restaurant clients by end of 2027. Brendi’s gross margin exceeds 40% and its cash burn is about R$800,000 per month, and management plans to use the recent funding to accelerate growth and restaurant acquisition.

Led · Seed · Apr 2026

BOND operates as a full-service accounting provider combining contabilidade, fiscal and folha de pagamento with AI to automate operational workflows and augment accountants’ capacity. The company claims its AI can turbocharge accountants by up to 10x on complex tasks and offers features such as rapid dismissal simulations and one-click parceling of Guia do Simples. It targets a sizable underserved segment of Brazilian SMEs that sit between microbusiness offerings and legacy 2000s-era software used by many accounting offices. Coverage names founders Matheus Oliveira and Gabriel Jordão (gabiru) and positions BOND to capture demand from companies with revenues between BRL 3.6M and BRL 50M. The article does not disclose revenue, user metrics, or prior funding rounds.

Participated · Seed · Dec 2025

Opine offers a single, AI-powered platform where presales, sales, and post-sales teams collaborate on complex enterprise deals. The workspace consolidates disparate tools, data sources, and departmental workflows to surface deal risks early, automate repetitive tasks, and maintain a continuous record of customer commitments. In 2025, the company reported 10× year-over-year revenue growth, underscoring rapid market adoption. Customers cite faster answers, clearer opportunity insights, and reduced internal meetings—sometimes eliminating a 30-minute call with one query—after switching to Opine. Opine plans to invest heavily in workflow automation, real-time deal intelligence, and a unified data infrastructure. The new capital will also support an expanded go-to-market push as technical sales becomes increasingly strategic for modern B2B vendors. Founded in Raleigh, the company is trusted by leading B2B technology providers to manage sophisticated sales cycles with precision.

Led · Seed · Dec 2025

Founded in 2023, Safebooks has built Agentic Revenue Integrity (ARI), an intelligent automation layer that sits on top of existing quote-to-revenue systems to continuously monitor, reconcile, and remediate financial data. The platform uses a proprietary Financial Data Graph to link opportunities, contracts, invoices, billing records, and payments, delivering a unified, audit-ready source of truth without replacing current ERP, CRM, or billing tools. Safebooks reads structured and unstructured documents, validates them against system data, and auto-corrects discrepancies in real time, thereby eliminating manual reviews and accelerating deal cycles. Since launch, the company has monitored more than $40 billion in financial transactions and removed thousands of hours of manual reconciliation work for enterprise SaaS customers. By transforming revenue assurance from a reactive process to a proactive control, Safebooks aims to prevent revenue leakage and improve cash-flow predictability. Headquartered in San Francisco, the company positions itself as foundational infrastructure for CFO organizations seeking trusted, governed financial data at scale.

Participated · Seed · Feb 2025

Surus is an institutional-grade asset management and custody platform that equips builders to create, sell, and manage tokenized assets within a regulated legal structure. Powered by Surus Trust Company — a wholly owned subsidiary that received regulatory approval from the North Carolina Commissioner of Banks — the platform offers fiduciary asset management, custody for traditional and crypto-native assets, brokerage and payment system connectivity, compliance tools, and multichain tokenization capabilities. In Q1 2025 Surus said it will partner with companies to service three lines of business: reserve management for tokenized assets and stablecoins, digital asset trusts, and end-to-end tokenization with custom fiduciary services. The company positions itself to support tokenized financial products and settlement services, including customizable asset reserve management and settlement for stablecoins. Patrick Murck is the founder and CEO, and Castle Island Ventures partner Nic Carter said he is backing Surus and joining the board. The company is based in Asheville, N.C.