Need help?

Profitable FinTech Company Investment Opportunity in São Paulo, Brazil

Multi-bank AI platform used for streamlining credit and investment operations seeking investment for expanding operations.
This Business is on a Premium Plan
Established 1-5 year(s)
Employees 10 - 50
Legal Entity Private Limited Company
Reported Sales USD 22 thousand
Run Rate Sales USD 77 thousand
EBITDA Margin 40 %
Industries FinTech + 1 more
Locations  São Paulo
Local Time 7:10 PM Etc / GMT+2
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 52 thousand for 5.0% stake (Native Currency: BRL 280,000)
Reason: The investment will be used to expand our operations, accelerate the onboarding of brokers and finan... View More
Includes physical assets worth USD 6.4 thousand
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Available after connect
User Verification
Documents
Business Overview
- Established just 2 years ago in São Paulo, our business has already connected with over 180 national and international financial institutions, showcasing rapid expansion and global reach in the application software industry.
- Offering a comprehensive multi-bank platform designed to streamline credit and investment operations, our technology empowers financial agents to generate proposals efficiently and accelerates internal processes for banks through automation technologies.
- Our dynamic revenue model, which includes success fees, broker subscriptions, and technology licensing, positions us for scalable growth and diversified income streams, appealing to forward-thinking investors.
- Operating with a lean team of 16 dedicated employees, we maintain agility and innovation as core strengths, enabling quick adaptation and implementation of new technological advancements.
- By leveraging the founder's extensive experience of over a decade in financial markets and business development, we continue to build strategic partnerships with top banks and venture advisors, setting the stage for robust future growth.
- Our platform was recognised at Web Summit Rio as a leading emerging fintech, underscoring our potential to redefine financial operations and establish a strong foothold within the AI-driven fintech sector.
- With current pilot projects underway with financial institutions and plans to scale broker onboarding, we are actively seeking investors to drive the launch of our next AI-driven platform version, promising enhanced features and expanded service offerings.
Products & Services Overview
We offer a multi-bank platform for financial agents to structure credit and investment operations, along with automation technologies for banks.
Agents use it to originate proposals, while financial institutions use it to accelerate internal processes.
Assets Overview
The organization's tangible assets comprise facility equipment and related operational infrastructure.
Facilities Overview
We operate in a commercial space with corporate office infrastructure. The space includes private meeting rooms, workspaces, and expansion capacity. Our facilities support remote and hybrid work models for greater scalability and operational flexibility.
Capitalization Overview
The business is self-funded. There are no outstanding loans or debts. There are 3 owners, with equity stakes split 42.50% / 42.50 / 5%.
Recent Activity
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct. Note that SMERGERS is not liable for any loss, damage, costs, claims and expenses whatsoever arising from transacting with any other user from the website. The final responsibility of conducting a thorough due diligence and taking the transaction forward lies with the users. Please read best practices on SMERGERS.
Contact Business
8 Investors already contacted this Business. Register below to connect now!
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
You might also be interested in these businesses
    Frequently
    Asked
    Questions
    • Why can’t I see the business’ name or contact number? How do I contact the business?
    • What level of due diligence does SMERGERS conduct on the businesses/member?
    • How active are the business profiles listed on SMERGERS?
    • How does SMERGERS rate business profiles?
    • Do I need to pay to connect with a business?
    • Show more