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Investing Approach Shared with Stanford Students
Sharing my investing approach with Stanford students was an unforgettable experience. Guided by Professor Nelson Koen, the class brought together bright minds eager to learn. The interactive session reflected the significance of education in the investment world.
Students asked thought-provoking questions, adding energy to the session and reaffirming the importance of sharing knowledge within the investment community. For more details, check my post on LinkedIn.
Presentation Highlights
- Focus: NuMundo Ventures’ investment philosophy, centered on pre-seed and seed investments across Latin America.
- Key Industries: Emphasis on PropTech and ConTech, sectors advancing at a rapid pace.
- Engagement: Students’ insightful questions and feedback created a lively atmosphere.
- Supportive Environment: Professor Koen fostered open discussions, enriching the experience.
NuMundo Ventures Thesis and Strategy
| Key Focus Areas | Details |
| Early-Stage Investments | Pre-seed and seed funding in Spanish-speaking Latin America. |
| Key Sectors | Fintech, PropTech, ConTech, and supply chain. |
| Hands-On Approach | Guidance and resources for startups from the start. |
| Non-Consensus Investments | Deep due diligence to identify unique opportunities. |
Investment Criteria Using Surfing Analogy
- The Wave: Market size and timing.
- The Board: Product and business model.
- The Surfer: Team strength, especially the CEO.
Insight: Success requires a balance of these three elements. A strong team (“the surfer”) needs a favorable market (“the wave”) and a solid product (“the board”).
NuMundo Ventures: Investment Strategy
NuMundo Ventures focuses on early-stage investments in sectors like fintech, PropTech, ConTech, and supply chain. By working closely with founders, we aim to overcome early challenges and drive growth across Latin America.
Key Elements of Our Approach:
- Hands-On Support: Building trust through personalized guidance.
- Deep Due Diligence: Identifying promising startups others might overlook.
- Silicon Valley/LatAm Network: Access to resources, mentorship, and collaborations.
Surfing Analogy in Investment Criteria
| Criteria | Description |
| The Wave | Represents market size and timing. Success depends on entering markets at the right moment. |
| The Board | Reflects the product and business model. A strong combination ensures sustainability. |
| The Surfer | Focuses on the team, especially the CEO, whose vision and leadership steer the startup. |
Buildpeer Investment Example
Buildpeer is a standout example of strategic investment success. NuMundo Ventures’ involvement helped the company achieve a remarkable 5X performance increase within a year.
Key Highlights:
- Impressive Growth: Buildpeer’s metrics surged fivefold, showcasing a solid business model.
- Leadership Excellence: CEO Mauricio Valdes shared insights into the company’s journey during the class presentation, sparking engaging discussions with students.
This investment demonstrates how early-stage support drives innovation and measurable results.
Conclusion
Sharing NuMundo Ventures’ investment approach with Stanford students highlighted the importance of collaboration and innovation in the startup ecosystem.
By focusing on early-stage investments and leveraging our unique criteria, we aim to create impactful changes in Latin America. The Buildpeer example underscores the potential for startups to achieve extraordinary results with the right support and leadership.
