Julio Vasconcellos brings one of the most operator-heavy VC backgrounds in LatAm as a former founder/CEO who scaled Peixe Urbano to over 1,000 employees and nine-figure revenues, and he uses concrete scaling lessons on hiring, organizational design, and marketplace unit economics to advise founders rather than taking a purely financial approach. He co-leads Atlantico's widely cited Latin America Digital Transformation Report, where he synthesizes macro data into a long-term thesis that frames LatAm as structurally advantaged for global tech rather than just catching up to other markets.

• A strong conviction in the Latin American and specifically Brazilian tech markets. The core belief is that while Brazil is a highly challenging environment, navigating it successfully builds deeper moats and generates stronger returns than US benchmarks. An excellent specific to bring up is the observation that focusing on bottoms-up company fundamentals rather than top-down macro noise is what led to massive historical returns like those seen with Nubank.
• Deeply interested in the evolution of artificial intelligence and its shift toward hyper-individualized applications. The main takeaway is a thesis that software is transitioning from being built for millions of people to being built specifically for a single user on demand. Pointing out a shared fascination with how companies are creating disappearing single-use AI apps, like the technology developed by Dreamer, would be a great way to show alignment with this vision of the future.
• Focused on relationship-driven venture capital that prioritizes long-term partnership and humility over quick transactional wins. The central message is that enduring success in investing comes from treating founders as lifetime partners rather than just deals to be squeezed. Mentioning an admiration for capital allocators who play the long game and back repeat founders over decades, similar to the praise given to Thrive Capital and Durable Capital, will strongly resonate.
• Passionate about cultivating supportive company cultures and maintaining deep empathy for founders. Having previously been a founder, the goal is to operate a boutique fund that acts as a true ally in the trenches. You can easily connect on this topic by referencing the philosophy of enlightened hospitality, specifically the idea that putting employees first creates a system of compounding trust that ultimately delights founders and drives better business outcomes.
• Drawn to resilience and the willingness to tackle incredibly difficult challenges. The overarching theme is that hard work and persistence are non-negotiable requirements for massive success. A memorable way to connect on this is to reference an appreciation for taking on near-impossible tasks simply because they are hard, much like the ethos of the historic space exploration speeches regarding traveling to the moon that the author actively revisits every year.