Independent structurer and distributor of corporate and structured credit in Brazil. Since 2022: R$900M+ across 25+ transactions, ~60% first-time issuers.
São Paulo, SP
Joined December 2021
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~60% of the issuers we structure for are doing their first institutional transaction.
Not because a bank passed. The prep work costs the same at R$5M as at R$200M, so on a small deal nobody does it.
We rebuilt that work around software, and we grow the market.
ALT Card reading: an entire tier of issuers never reaches the market. Below it, in green: not rejected, never prepared.
Three questions worth asking a coordinator before you hire one: is there demand for deals like mine? at what price and terms? what do I need to change to close?
Every coordinator has an answer. Not every answer comes from deals they actually priced.
ALT Deep navy card with a layered palimpsest texture blooming across the right side. A short green rule, then large white text reading "On a first issuance, you can't tell a good answer from a confident one." Beneath it, two smaller lines: "Both sound the same in a meeting. Ask which deals the answer came from." Bamboo DCM logo top left, bamboodcm.com bottom left.
Three roles get collapsed into one in Brazilian structured credit, and the confusion costs issuers.
The securitizadora issues. The gestora manages. The coordenador structures and places.
One firm can wear more than one. Which hat, on which deal, decides who owes you what.
There is a one-question test for whether a firm learned anything from its own deal history.
Ask what it predicted that did not happen.
Most cannot answer. Not because they were wrong rarely. Because nobody wrote the reasoning down at the time.
Three questions, and they work on any intermediary you are evaluating.
What did you decline that looked like this, and why?
What did the committee make you change last time?
What did you predict that did not happen?
Rural producers need working capital in 48 hours, not 48 days. Semeia built a solution—and just closed their first capital markets issuance.
R$7.6M CRA. First-time issuer. The thesis in action. bamboodcm.substack.com/p/sem…
Solfi built a clever credit feature: remote panel disconnect for delinquent accounts. Turns unsecured solar loans into something closer to equipment financing.
Their first capital markets deal: R$9M in Receivables Certificates.
open.substack.com/pub/bamboo…
Brazil's central bank (@BancoCentralBR) just signaled rate cuts starting March. After 7 months at 15%, the easing cycle is set to begin.
For companies planning debt capital markets access: issuance takes 3–4 months to prepare. The window is open now ↓
open.substack.com/pub/bamboo…
Bamboo DCM retweeted
Brazil's shift into large, structural trade surpluses is firing on all cylinders. There's obviously the productivity revolution in agriculture, which is an important driver (orange). But energy exports are also increasingly important (red). Brazil is rising...
And we're off. Great year ahead. 🎋🚀
Thanks @SoberLook for the graph, and thank you, @BancoCentralBR, COPOM and Roberto Campos Neto for your love ❤️ of business owners working to grow Brazil 😅🇧🇷. To all those looking for debt to sustain your growth - @BambooDCM is here for you
Bamboo DCM retweeted
Proud to partner with the @BambooDCM team and to publicly announce the first investment from our new fund @Atmancap — 📈🙏🏼
Bamboo DCM retweeted
If you're actually killing yourself, your life is like a bamboo tree.
Tons of nothing. Frustration, building roots.
Then one day boom multiple feet growth every single day. If you quit at any point you miss out on the spike.
Bamboo DCM retweeted
In Brazil this is exactly what @BambooDCM does. We lead and execute this process. Need to raise debt financing? Ping us!
One of the most common topics of conversation with entrepreneurs launching a new financial product is how to best strategize for their initial debt funding. We dive deep into the variety of structures and provide a framework for how to weigh your options. a16z.com/2022/10/10/launchin…
Bamboo DCM retweeted
In Brazil 🇧🇷 this is exactly what @BambooDCM does 🎋 - We lead and execute this process. 🚀 Need to raise debt financing? Ping us to turn raising debt into a seamless revolving process!
Bamboo DCM retweeted
Omg so true. Takes humility to start again at seed / pre-seed and have to convince people to join you as investors and associates. Peanuts as a salary is an added kick in the shin! 😂 @naval Corollary: To play a game of wealth 🏦 you have to resign from a game of status 😎.
Bamboo DCM retweeted
Super interesting time for the private credit space which is still open. We are busy at @BambooDCM 🏦🚀
