Bossa Invest

Bossa Invest is a venture capital firm based in São Paulo, Brazil, founded in 2011. The firm specializes in managing investment portfolios and providing asset management services across various sectors, including finance, technology, and real estate. Bossa Invest analyzes market trends to guide its investment decisions, with a particular focus on companies in the software as a service sector. Through its strategic investments, the firm aims to support the growth and development of innovative businesses.

Thiago Gomes Hilário de Oliveira

Partner

Guilherme Pepe

Investment Analyst

Past deals in CRM

EPOC Tech

Seed Round in 2024
EPOC TECH is a provider of innovative solutions and technology for foodservice and entertainment that transform customer service. EPOC TECH offers a wide range of products that cater to the evolving needs of the gastrobar segment. EPOC TECH ensures efficiency, information control, increased profitability, and fast service at any time for companies in various sectors. We are pioneers in the digital transformation of the food service and entertainment marketrevolutionizing the guest experience with top-tier technology and innovative solutions. Market leader of intelligent sales and customer relationship systems for bars, restaurants and nightclubs, that scale the revenue and business to higher levels. A OZ Technology delivers a series of integrated softwares that adapt to the ever evolving necessities of the food & beverages market, with a single goal: We empower the bar and restaurant community to amaze their guests, do what they were born to do and reach their true potential, while we handle all the rest.

TecPet

Pre Seed Round in 2024
TecPet is a developer of an automated management platform tailored for the pet market, focusing on enhancing customer loyalty and productivity for pet shops. The platform provides a comprehensive management dashboard that includes features such as team management, package management, and monthly plan automation. It facilitates automatic scheduling and notifications, streamlining the online scheduling process. Additionally, the platform incorporates a virtual assistant to help businesses stimulate new sales, generate reminders, and manage customer appointments effectively. By leveraging artificial intelligence, TecPet aims to create unique experiences for pet owners while fostering strong relationships between pet shops and their customers.

Hablla

Seed Round in 2024
Hablla is revolutionizing business communication with its platform that unifies omnichannel, CRM, and integration into a single tool. With conversational marketing automation, Hablla offers time savings, cost reduction, and a streamlined operation. We believe that efficient communication is the key to business success. Join us and achieve excellence.

PeopleXperience

Venture Round in 2023
PeopleXperience operates a platform designed to enhance customer experience management by integrating relevant data and providing actionable insights. The company focuses on developing effective customer relationship strategies that are fast, affordable, and customizable. Its offerings include customer journey mapping, personal mapping, and educational courses. The platform visually tracks all interactions between customers and employees, detailing key aspects of each client's experience and offering related tutorials. By streamlining the management of customer interactions, PeopleXperience aims to help businesses create accessible and profitable customer experiences.

Bússola Social

Venture Round in 2022
Bússola Social develops management software tailored for social projects, aiming to enhance social development by making technology accessible to professionals in the third sector. The platform provides essential tools such as a task manager, lead tracker, decision-making support, promotion capabilities, and a daily planner. These features are designed to improve the capacity and effectiveness of social welfare initiatives, enabling managers to efficiently track, manage, and control various projects. By facilitating better management of social programs, Bússola Social contributes to expanding access to education, health, culture, leisure, work, and income opportunities.

TeamMove App

Venture Round in 2022
TeamMove App is a Brazilian company headquartered in Criciúma that specializes in providing retail solutions through a communication platform. Established on May 21, 2018, the platform is designed to manage team activities in alignment with key performance indicators. It delivers information in a straightforward manner tailored to individual roles and profiles, offering a centralized view of operations. By streamlining access to essential management and operational software, such as ERP, POS, and CRM systems, TeamMove App enhances employee engagement and supports talent retention within organizations.

eKyte

Seed Round in 2022
eKyte is a pioneering solution for Digital Marketing Management. For business marketing departments or digital agencies. Beginners or experienced. With eKyte your team chooses strategy and plans campaigns for their digital marketing channels. Turns the plan into tasks with one click. Controls production, encourages collaboration, and uses models to accelerate productivity. Post ads, spread campaigns and integrate results. Finally, it optimizes results with objective indicators and valuable tips, generated by advanced calculations and artificial intelligence.

hubkn

Pre Seed Round in 2021
We develop AI to accelerate and optimize sales processes, giving agility in decision making for the company to bill in an assertive and qualified way.

BIK

Series A in 2021
BIK is the most intelligent e-commerce marketing platform. Helping Brands to increase their ROI. Our platform enables brands to do personalized marketing delivering higher conversions. Using our data driven broadcasting, chatbots, CRM & growth tools, we have enabled brands driving up to 66x ROI.

Omie

Series C in 2021
Omie is a Brazilian software company founded in 2013 and headquartered in São Paulo. It specializes in developing cloud-based enterprise resource planning (ERP) and financial services tailored for small and medium enterprises. The platform integrates various business processes, offering tools for accounting and customer relationship management, which include features for issuing fiscal notes, managing receivables, and monitoring daily operations. Omie's solutions promote collaboration between entrepreneurs and accounting firms, creating an ecosystem supported by consultants. The software is designed to be simple, intuitive, and affordable, making it accessible for micro and small businesses to effectively manage their operations and customer information.

Yalo

Series C in 2021
Yalo is a developer of an AI-based customer relationship management platform used to help businesses offer a delightful customer experience. It manages the digital workflow for sales and customer service through mini applications that run on top of messaging apps that allow customers to get what they want from businesses in a personalized way. It develops chatbots that enable businesses to sell and chat automatically with customers via Facebook Messenger, WhatsApp, and other such applications and handle customer requests to the point of payment and fulfillment, thus enabling brands to effectively communicate with their customers. Yalo was founded in 2015 and is headquartered in San Francisco, California.

Enable Us

Seed Round in 2021
Enable Us is a business software developer that offers a comprehensive platform designed for B2B sales, marketing, and customer-facing teams. The platform serves as a centralized workspace where teams can efficiently capture, organize, and deliver a variety of content, including product demos, sales decks, customer references, and onboarding materials. By providing tools to create personalized deal rooms with targeted content and streamlined workflows, Enable Us enhances the buying and onboarding experience for prospective customers. The platform allows for asynchronous communication with prospects and stakeholders, enabling businesses to engage effectively and drive revenue growth.

Distrobird

Pre Seed Round in 2021
Distrobird is an engagement tool that helps businesses manage their sales processes efficiently by consolidating various communication channels into a single platform. It offers functionalities for email and SMS sequences, inbound and outbound calls, shared inbox management, form tracking, and lead routing. By automating manual tasks associated with managing leads and closing sales, Distrobird enhances the productivity of sales teams and provides valuable insights into each prospect’s journey through the sales funnel. The platform also delivers prospect data and sales intelligence, facilitating improved customer engagement through various messaging formats, including emails, text messages, and social media posts. Distrobird aims to support small businesses in increasing revenues and optimizing their return on investment.

User Interviews

Series A in 2021
User Interviews, Inc. operates a platform that facilitates the recruitment of participants for product testing and market research. The company offers a flexible recruiting tool called Recruit, which caters to a variety of research needs, and Research Hub, a centralized system for managing research participants. Additionally, User Interviews provides a UX Research field guide that serves as a resource for researchers, designers, and product managers, regardless of their experience level. Founded in 2013 and based in Brooklyn, New York, User Interviews, Inc. was previously known as MobileSuites, Inc. and rebranded in August 2015. The platform simplifies the recruitment process by providing access to diverse demographics and professions, incorporating features such as screener surveys, calendars, incentives, and messaging tools. Users can also create a Research CRM at no cost for up to 100 contacts, enhancing the efficiency of participant management.

CustomerX

Pre Seed Round in 2021
CustomerX is a full customer success management platform that helps companies to growth reducing churn following your customers' engagement, monitoring their needs and selling more. A closed deal is good, keep the recurrence is even better. CustomerX allows you to follow your customers from the sale until the renewal or upsell/cross-sell. Build customers journeys, monitor what features they use and how is the engagement with your SaaS, make NPS survey, create automations to scale customer success operation and have an accurate customers health score.

Scratchpad

Series A in 2021
Scratchpad, Inc. is a Sacramento-based company that develops a workspace application designed specifically for sales professionals. Founded in 2019 by Pouyan Salehi and Cyrus Karbassiyoon, Scratchpad allows users to manage their Salesforce accounts efficiently by integrating tools for note-taking, task management, and workflow processing. The application can be utilized as a Google Chrome plugin or a web platform, providing sales teams with a centralized interface to organize notes, track deals, and access customer context, including emails and calendar events. This comprehensive approach aims to enhance productivity and streamline sales performance. Scratchpad is supported by notable investors, including Accel, Craft Ventures, Sound Ventures, and Shrug Capital.

SalesLoft

Series E in 2021
Salesloft, Inc. is a provider of sales information automation software, established in 2011 and headquartered in Atlanta, Georgia. The company develops a cloud-based Revenue Orchestration Platform that leverages artificial intelligence to assist sales and marketing teams in prioritizing their efforts and enhancing engagement throughout the sales process. Its software allows users to build and manage lists of sales leads, conduct prospect searches, and capture comprehensive information about potential customers, including contact details and social data. Additionally, Salesloft enables the integration of this data into customer relationship management (CRM) systems, facilitating effective communication and conversion of target accounts. With over 5,000 clients, including prominent organizations like Google, IBM, and Cisco, Salesloft aims to drive sustainable revenue growth and improve operational efficiency in modern B2B sales.

Pico

Venture Round in 2021
Pico is a software company that specializes in audience relationship management solutions for online businesses. Established in 2016 and headquartered in New York, it provides a comprehensive platform that includes pre-made templates and features like integrated Facebook and Google sign-in buttons. Pico's offerings cater to various sectors, including newsletters, e-commerce, subscriptions, memberships, and donations. The company aims to empower creators and small business entrepreneurs by equipping them with tools and insights necessary for transforming their social media audiences into viable business opportunities.

Captei

Venture Round in 2021
Captei is a real estate capture and fundraising platform designed to enhance the efficiency of real estate operations. The platform features a smart search capability for ads and property owners, along with a customer relationship management (CRM) system tailored for real estate agencies. Captei offers various data-driven tools aimed at supporting realtors and brokers, including lead generation, sales pipeline tracking, and property listing management. By providing these comprehensive solutions, Captei enables real estate agencies to improve their operational effectiveness and succeed in a competitive market.

Scratchpad

Seed Round in 2020
Scratchpad, Inc. is a Sacramento-based company that develops a workspace application designed specifically for sales professionals. Founded in 2019 by Pouyan Salehi and Cyrus Karbassiyoon, Scratchpad allows users to manage their Salesforce accounts efficiently by integrating tools for note-taking, task management, and workflow processing. The application can be utilized as a Google Chrome plugin or a web platform, providing sales teams with a centralized interface to organize notes, track deals, and access customer context, including emails and calendar events. This comprehensive approach aims to enhance productivity and streamline sales performance. Scratchpad is supported by notable investors, including Accel, Craft Ventures, Sound Ventures, and Shrug Capital.

Observe.AI

Series B in 2020
Observe.AI specializes in enhancing contact center performance through its advanced conversation intelligence platform. The company employs a highly accurate artificial intelligence engine to analyze 100% of customer interactions across various channels, including voice, email, and chat. By transforming these conversations into actionable insights, Observe.AI enables businesses to improve their frontline team performance through coaching and workflow automation. This real-time intelligence allows companies to respond swiftly and effectively, leading to increased sales conversions and improved customer retention. Notable clients, such as Bill.com, Public Storage, and Accolade, collaborate with Observe.AI to drive better outcomes across their operations.

Sonar

Venture Round in 2020
Sonar develops a customer relationship management software designed to manage changes in the CRM process. Sonar visualizes impact reporting on any object, field, process, custom or standard instantly, allowing users to have visibility into how the mission critical system operates and what changes can be made.

SmartMessage

Venture Round in 2019
SmartMessage is a technology company founded in 2005 and headquartered in Istanbul, Turkey, specializing in omni-channel marketing software solutions. The company provides both on-premise and cloud-based platforms that facilitate effective marketing engagement between organizations and their target audiences. SmartMessage's platform is designed to address challenges in digital transformation by delivering real-time data that enables brands to connect meaningfully with customers. This capability allows clients to respond to customer intent and actions promptly, ensuring relevant communications across multiple channels. As a result, businesses can confidently scale their marketing efforts to reach millions of customers in real time.

Omie

Series A in 2018
Omie is a Brazilian software company founded in 2013 and headquartered in São Paulo. It specializes in developing cloud-based enterprise resource planning (ERP) and financial services tailored for small and medium enterprises. The platform integrates various business processes, offering tools for accounting and customer relationship management, which include features for issuing fiscal notes, managing receivables, and monitoring daily operations. Omie's solutions promote collaboration between entrepreneurs and accounting firms, creating an ecosystem supported by consultants. The software is designed to be simple, intuitive, and affordable, making it accessible for micro and small businesses to effectively manage their operations and customer information.

Knewin

Series A in 2017
Knewin is a global solutions platform that specializes in big data analytics and artificial intelligence, offering real-time brand monitoring across more than 80 languages. The company boasts the largest media monitoring database in Latin America and provides comprehensive intelligence and data analysis solutions tailored for the communication and marketing sectors. Knewin's offerings include a media database, content distribution services, and customer relationship management tools specifically designed for public relations. By enabling clients to gain a strategic and comprehensive understanding of their brands in both traditional and new media, Knewin enhances their value, knowledge, and competitive edge.

SaleSIM

Seed Round in 2015
SaleSIM is a sales management company based in Sao Paulo, Brazil, focused on enhancing the efficiency of sales supervisors overseeing teams of more than ten vendors. The company has developed a platform that integrates with existing sales, ERP, and CRM systems to facilitate automated analyses and enable pre-scheduled actions. This technology aims to streamline the evaluation of commercial team performance, allowing supervisors to spend less time on report analysis while effectively recording and tracking feedback provided to vendors. SaleSIM has received multiple innovation awards and is part of ACE, a leading startup accelerator in Latin America. The company's approach combines method, discipline, and technology to support sales managers across various sectors, including automotive, franchising, and distribution.
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