Big Bets
big_bets is a fund that invests exclusively in software-intensive companies, that is, in companies built around code and data. There is a very important belief behind everything we do: we believe that the destiny of every atom is to become an electron. And precisely when an atom is turning into an electron is when the grand investment opportunities emerge. Think about it, this occurred with media (all the money that once flowed into the atoms of magazines, newspapers, radios, and TVs is now in the electrons of social networks, search engines, e-commerces, etc.), with financial products (in the past, banks had a branch on every corner, but today there's a branch in everyone's pocket), with software (the older generation will recall buying software CDs at newsstands or having numerous servers within companies, today much of this is in the cloud), and with entertainment (no need to mention that books, music, and films have become apps on your phone) and so forth. It's precisely for this reason that our investment thesis is centered on identifying the largest industries currently transitioning from atoms to electrons and investing in and backing the entrepreneurs who are best equipped to accelerate this transformation. Therefore, our investments are highly agnostic, covering areas like financial services (Conta Simples, Ume, and Justos), identity (Unico), pharmaceutical industry (Menten AI and Pepper Bio), diagnostics (Huna), media (Festalab, Prota, and Newtail), primary education (Studdy), energy distribution (Lemon), devtools (Lazy AI, DataMilk, NuMind, Croct), among others. Per Crunchbase, big_bets has made 52 investments, 5 as lead investor across 36 portfolio companies, with 2 exits.
Investing activity
Big Bets has made 52 investments according to Crunchbase across 36 portfolio companies, and has led 5 rounds and seen 2 exits.
Big Bets appears in 2 AI deals tracked by the AI Lounge deals desk. The rounds are mostly Seed, with a median round size of $8M. The most recent are Segura (Seed, $8M, Apr 2026) and Core AI (Seed, $4.1M, Mar 2026).
Big Bets most often invests alongside Kaszek Ventures, Andreessen Horowitz, Assaf Wand and 14B Venture Capital, and the companies it backs on AI Lounge are mostly in AI.
Deals
Frequently asked questions about Big Bets
What AI companies has Big Bets invested in?
Big Bets's AI investments include Segura and Core AI. The 2 rounds on AI Lounge are listed on this page with amounts, dates and co-investors.
Where is Big Bets based?
Big Bets is based in São Paulo, Sao Paulo, Brazil.
What stage does Big Bets invest at?
In the rounds tracked on AI Lounge, Big Bets has invested at Seed, with a median round of $8M.
Who does Big Bets co-invest with?
Big Bets's most frequent co-investors on AI Lounge are Kaszek Ventures (1 deal), Andreessen Horowitz (1 deal), Assaf Wand (1 deal), 14B Venture Capital (1 deal) and BFF Ventures (1 deal).
How can founders reach Big Bets?
Founders on AI Lounge can see Big Bets's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with the firm under Warm Paths, and add Big Bets to their Investor Pipeline to track the conversation.