Rodrigo Borges co-founded Buscapé, one of Brazil's earliest comparison-shopping startups, and personally led negotiations through multiple investment rounds before its $342 million sale to Naspers in 2009, then became a partner at Koolen & Partners where he backed unicorns like Hotmart, Loggi, and Gympass. He brings a disciplined approach to valuations shaped by living through multiple market cycles, publicly stating he's only seen very high valuations twice in his life (2000 and 2020) and believes the next similar window may not come until around 2040, while positioning AI as a baseline requirement for new companies rather than a nice-to-have feature.