Investment focus
Where we put conviction, capital, and time.
A focused thesis lets us be useful from the first conversation. Here's where Kinus invests, the stages we lead at, and what isn't a fit for us today.
Sectors
Artificial intelligence
Foundational tooling and applied AI products with clear paths to revenue and defensibility.
B2B SaaS & vertical software
Workflow software for industries underserved by horizontal tools.
Fintech & embedded finance
Payments, credit, banking, and infrastructure for SMBs and consumers.
Marketplaces & commerce
Two-sided networks, transactional platforms, and commerce enablement.
Cross-border tech
Latin American companies expanding into the U.S. — and vice versa.
Developer & data platforms
Tools and infrastructure that make modern software faster to build.
Stages
Pre-seed & seed
Primary check sizes that match how seed rounds are actually constructed today.
Selective angel
Earlier or smaller checks where the team or thesis is exceptional.
Follow-on
Reserves for our highest-conviction companies as they scale.
Geographies
Kinus invests across the United States and Brazil. We're particularly comfortable with cross-border companies — Brazilian teams entering the U.S., or U.S. teams scaling into Latin America — and bring network and operating support on both sides.
What isn't a fit (today)
- Capital-heavy hardware with no software-defined leverage.
- Pure consumer apps without a clear retention or commerce engine.
- Crypto/web3 protocols (we look at infrastructure case-by-case).
- Regulated verticals where Kinus cannot meaningfully add value.