Gabriela Gonçalves /Namari: Pioneering Ecommerce Platforms in SEA and Venture Debt In Brazil

For this in studio episode I am thrilled to welcome Gabriela Gonçalves, founder and managing partner at Namari Capital; managing partner at Brasil Venture Debt, whose portfolio includes the likes of Exact Sales (acquired by RD Station), Solfacil and Digibee. Prior to that Gabriela was a co-founder and managing director at Rocket Internet-backed Lazada (acquired by Alibaba).

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Timestamps:

0:00 Intro
2:56 Joining Rocket Internet
4:10 What is Rocket Internet
5:00 The State of Commerce in SEA in 2012
5:31 Lazada story
7:03 Setting up cash-on-delivery at scale
9:37 What made Rocket Internet successful
11:46 Main learnings from Rocket Internet
14:26 What It takes to survive at Rocket?
18:00 Pioneering Venture Debt in Brazil
20:39 LP Fundraising Pitch about Brasil Venture Debt
24:50 Venture Capital vs Venture Debt
26:40 Criteria to raise Venture Debt
28:00 How is Namari Different from Brasil Venture Debt
32:00 Factors to influence the future of debt market in Brazil
34:49 How Fast Should a Startup grow to raise venture debt?
35:22 The favorite baby question
37:30 Rapid Fire

In today's episode we will discuss:

1. Inside Rocket Internet: what is it like to work at a startup clone factory and what does it teach you about business?
2. The founder's guide to venture debt: what is it and how it works? How is it different from venture capital?
3. Flying high through lows: why 2023 is the golden year for startup investing?
4. Present value: why financial literacy is a must for startup founders?
5. Overcoming sunk cost fallacy: fail fast, fail forward

Olga is an entrepreneur, venture capital investor, mentor at Techstars and founder at The J Curve, Latin America's leading English speaking podcast about tech builders. She's been investing in the USA, SEA and Latin America for over 13 years. Companies she backed include tech unicorn ClassPass (acquired by Mindbody) and Vitalk (acquired by Gympass).

[bm]

Great content! it really shows why venture debt is a growing business