Nossos cofundadores e co-CEOs, Marcelo Lutz e Roberto Biselli, participaram de um episódio especial do podcast The J Curve, apresentado por Olga Maslikhova, uma das vozes mais influentes do venture capital na América Latina. No papo, eles contaram como chegamos aos US$ 10 milhões em ARR, com 60% desse crescimento vindo de forma orgânica, e por que o crédito foi a escolha certa para entrar no mercado odontológico. Além disso, compartilharam como a parceria com fundos como QED Investors, Valor Capital Group, NXTP Ventures e Canary ajudou a moldar nossa estratégia de cap table — e o que significa construir uma empresa com visão de IPO em um mercado que ainda funciona, em sua maioria, no papel e caneta. #startup #healthtech #odontologia #fintech #TheJCurve #Capim
$10M+ ARR. 10,000+ dental clinics. 70,000+ procedures financed. All built in under three years—with one of the most dialed-in cap tables in Latin America: QED Investors, Valor Capital Group, NXTP Ventures, and Canary. That’s the story of Capim. This week on The J Curve, I sit down with Marcelo Lutz and Roberto Biselli, the co-founders and co-CEOs of Capim—a vertical SaaS + fintech company serving Brazil’s $14B dental market. Capim started as an MBA class project. Today, it’s one of the fastest-scaling vertical platforms in Latin America—now generating $10M+ in ARR and powering operations for 10,000+ dental clinics. Their story breaks every rule—and proves that in Latin America’s most fragmented industries, the smartest wedge isn’t software. It’s credit. Instead of trying to disrupt dentistry with a standard SaaS tool, Marcelo and Roberto built a credit product tailored to the reality of Brazilian clinics—and used it to embed deeply into clinic operations and scale a much larger platform. Here’s what we cover: 📊 Their path to $10M ARR with 60% organic growth 💸 Why credit—not SaaS—was the right wedge into dentistry 🦷 What it takes to win in a $14B market most banks ignored ⚙️ What 70,000+ procedures taught them about underwriting and operational risk 🔁 How QED Investors, Valor Capital Group, NXTP Ventures & Canary each played a role in their cap table strategy 📈 What building toward IPO looks like in a market still running on pen and paper This episode is also the first in a 3-part series ed by Amazon Web Services (AWS), spotlighting early-stage, high-growth startups in Brazil that are going from zero to millions in revenue—fast. 🎧 Listen / watch / read — link in first comment.