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#63 by ARRSao Paulo, BRcloudwalk.io ↗

CloudWalk

AI-driven fintech behind InfinitePay and JIM, selling card acquiring, digital banking and credit to small and micro merchants in Brazil and the US.

ARR
$1.2B revenue (est.)
as of Oct 2026
Employees
688
as of Oct 2026
Valuation
$2.2B
1.8× ARR
ARR / employee
$2M
revenue efficiency
About CloudWalk

CloudWalk builds InfinitePay, a Brazilian acquiring and digital-banking platform with card machines, Tap to Pay, Pix, business accounts and AI-underwritten credit. It also runs JIM, a phone-as-POS app for the US. Its customers are small and micro merchants, over 5 million of them in Brazil by 2025. It earns mainly from merchant discount fees on card transactions, plus interest on loans. It reported about US$1.2B in annualized revenue and US$128M in annualized net income in 2025. It raised a US$150M Series C at a $2.15B valuation in 2021 and raised large debt financings in 2025–2026.

Investors · 8

LeadCoatueHedge / crossover fund14 partners on file
BoardCoatueHedge / crossover fund· Michael Gilroy (Coatue representative; listed as board member on Crunchbase (exact title not confirmed))14 partners on file
InvestorA* (A-Star)Venture capital
InvestorDST GlobalVenture capital15 partners on file
InvestorFISVenture capital3 partners on file
InvestorNewView CapitalVenture capital
InvestorPlug and PlayAccelerator6 partners on file
InvestorThe Hive BrazilVenture capital
InvestorValor Capital GroupVenture capital3 partners on file
41 partner contacts across these firms, emails and LinkedIn are in Investor Contacts for paid members.

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