Bicycle Capital
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These are the SoftBank Latin America dream team who actually got stuff done before Vision Fund went sideways. Claure brings serious operator credibility - he actually built and sold companies, not just wrote checks. The guy turned around Sprint and engineered a $195B merger, so he knows how to make shit happen. Nyatta is the investing brain with McKinsey/JPMorgan pedigree who co-built SoftBank's LATAM funds from scratch. They're not tourists - this is their home turf and they have real conviction about the region's potential. The $500M fund size is perfect for growth-stage deals without the crazy valuations that killed their former employer. But here's the thing: they're ex-SoftBank, which means they've seen what happens when you move too fast and burn too much money. That could be wisdom or it could be baggage.
- —Best for: Series B+ LATAM companies needing operational expertise and global connections
- —Watch out for: High expectations - these guys have seen unicorns and expect portfolio companies to scale big
- —Known for: Deep LATAM networks, hands-on board involvement, and not just writing checks
Bicycle Capital believes Latin America has exceptional founders addressing large markets yet lacking reliable capital for scale, focusing on partnering with select growth-stage companies at fair prices to build resilient, world-class businesses. They seek innovation that empowers, includes and endures.
They invest $20-50M in Series B and later rounds, targeting 10-15 companies from Series B to IPO. Their notable investments span Brazil and US, with portfolio companies including Cayena (B2B food marketplace), Mottu (motorcycle rentals), and Glean (enterprise search). They focus on technology-driven sectors including e-commerce, fintech, and consumer internet, primarily in Brazil and Mexico.
Founder & CEO of Claure Group, former CEO of SoftBank Group International where he launched $8B Latin America Funds, and led Sprint's turnaround and $195B merger with T-Mobile. Built Brightstar from small distributor to world's largest wireless distribution company and is well-known to Latin American founders.
Former SoftBank Vision Fund Partner and Managing Partner at SoftBank Group International, co-founding SoftBank's Latin America Funds and SB Opportunity Fund. Previously investment banker at JPMorgan and consultant at McKinsey, with broad investing experience across semiconductors, AI, genomics, marketplaces and fintechs globally.
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