Is Venezuela Back? We Went to Caracas to Find Out

Notes from a week on the ground in Caracas.

Jun 15 • SaaSholic, Vinicius Calasso, and Diego Gomes

17

3

6

Second Time, First Check

Once You’re Lucky. Twice You’re Good. We're looking to help second time founders on their next startup

Jun 10 • Diego Gomes, SaaSholic, William Cordeiro, Gustavo Souza, and Vinicius Calasso

2

2

Investing in the Man From the Future

A redacted version of our 1Q26 Letter from the GP

Jun 2 • SaaSholic and Vinicius Calasso

5

March 2026

Debunking the "Kingmaking" Myth

Debunking the "Kingmaking" Myth

Mar 16 • SaaSholic and Vinicius Calasso

6

1

SaaSpocalypse: We Have Met the Enemy and He is Us

A redacted version of our 4Q25 Letter from the GP

Mar 2 • SaaSholic and Vinicius Calasso

12

1

3

February 2026

The ARR Challenge: Does the Golden Metric of SaaS Fit the AI Era?

The shift from selling Access to selling Work. And why the old math breaks.

Feb 3 • SaaSholic and Pedro Jannuzzi

14

2

1

January 2026

Agency, Taste, Curiosity

In 2026, the one “soft skill” I want to get much better at spotting before we commit to a new investment is agency. I didn’t always have that word in my…

Jan 6 • William Cordeiro

12

2

November 2025

AI Might be a Bubble (and this Doesn’t Matter)

A redacted version of our 3Q25 Letter from the GP

Nov 27, 2025 • SaaSholic, Vinicius Calasso, Diego Gomes, William Cordeiro, Gustavo Souza, and Pedro Jannuzzi

8

1

Doing It Wrong, Again - Our Next Act

Our most ambitious act, with the same conviction

Nov 3, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, Vinicius Calasso, and Pedro Jannuzzi

11

3

1

July 2025

Great Returns Should be a Consequence… Enter cARR!

Turning Paper Marks into Real Performance

Jul 14, 2025 • SaaSholic, William Cordeiro, Diego Gomes, and Vinicius Calasso

6

June 2025

The Next Frontier: Super Intelligent Software

A redacted version of our 1Q25 Letter from the GP

Jun 16, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, and Vinicius Calasso

4

April 2025

Latam AI Benchmarks 2025: The Data We’ve Been Waiting For

A data-driven look at how 400+ startups are leveraging AI across Latin America

Apr 23, 2025 • SaaSholic, William Cordeiro, Diego Gomes, Gustavo Souza, and Vinicius Calasso

4