Strategic Investments

Curated opportunities in venture capital, technology, and intelligent mobility platforms

A 3CN identifica e estrutura oportunidades de investimento em setores de alto crescimento, conectando investidores a projetos com potencial transformador. Nosso portfólio inclui venture capital de alta convicção e plataformas de tecnologia com impacto real nas cidades.

Venture Capital

Accretion Capital Partners, LP

Operator-Led Venture Capital — Investing with Proprietary Networks and Institutional Underwriting

Investment Strategy

Accretion deploys a disciplined, relationship-driven approach to early-stage venture investing. The system combines proprietary access, relationship intelligence, and institutional underwriting to drive asymmetric entry into high-conviction opportunities.

Early Identification

10-15 investments of $500K-$2M before broad institutional attention

Conviction Scaling

3-5 investments of $5M-$15M into breakout companies

Ownership Concentration

Highest conviction concentrated in 1-2 core categories

Target Sectors

Media, Gaming & Sports Software, Data & AI Digital Platforms Consumer Networks

Fund Structure

$75M Target Fund Size
$1M Min LP Commitment
20% Carried Interest
5 Years Investment Period
10 Years Fund Term
$2.5M GP Commitment

Selected Principal Investment Outcomes

Illustrative prior investments by GP principals, not Fund I track record

48.1x TVPI
23.4x DPI
24.7x RVPI
CompanyInvestedTotal ValueMOIC
PrizePicks$154K$58.0M378x
Genies$150K$5.6M38x
STIC$250K$7.5M30x
Groq$100K$1.4M14x
Splash Sports$150K$1.2M8x
Felix$775K$2.3M3x

Institutional Underwriting

01

Weighted Composite Assessment

Structured scoring across team, market, financial quality, product, competitive position, execution, and risk

02

Stage-Specific Diligence

Different stages require different standards of evaluation and conviction thresholds

03

Risk Allocation by Category

Different sectors carry different risk burdens requiring tailored allocation strategies

04

Fund-First Discipline

Core opportunities prioritized for the fund with disciplined capital deployment

Service Providers

LegalCooley LLP
BankingUBS
Back OfficeRadeeza Services
Intelligent Mobility

GUIPA

Smart Solutions for Smart Cities — Intelligent Mobility Technology Platform

The Platform

GUIPA is a technology company that has developed a proprietary intelligent mobility platform. Operating a fleet of electric motorcycles equipped with state-of-the-art hardware, GUIPA integrates high-resolution LED displays, artificial intelligence, License Plate Recognition (LPR), and video telemetry systems — transforming every route into actionable data for cities, brands, and government agencies.

Three Technology Pillars

AdTech Engine

High-resolution LED displays, remote content management, and precision audience measurement powered by AI

Video Telemetry

Real-time monitoring of driver behavior, braking patterns, speed, and fleet geolocation for logistics operators

Smart Security (LPR)

Automated License Plate Recognition generating public safety data for law enforcement agencies

Market Opportunity

OOH (Out-of-Home) is the 3rd largest advertising medium in Brazil, with the market growing from 9% share in 2020 to 12% in 2025. The total addressable market via agencies reached R$ 28.9 Billion in 2025, with OOH representing R$ 3.51 billion and growing at +15.5% annually.

R$ 3.51B OOH Market (2025)
+15.5% Annual Growth
13.3M+ Impacts (SP Circuit)

Business Model

01

Digital OOH Circuit

Multiple advertisers share motorcycle groups through slot-based inventory across predetermined urban zones

02

Special Projects + OOH

Guerrilla marketing with branded convoys and geo-targeted sampling campaigns for direct consumer interaction

03

Last-Mile + OOH

Integrated logistics delivering Last-Mile services and OOH Media simultaneously on electric fleet

04

Retail Media

Marketplace partners with embedded monetization-ready media infrastructure for incremental revenue

Growth Trajectory

Phase 1 - Current
220 Total Assets
R$ 40.5M Projected Net Revenue
R$ 18.4M Projected EBITDA
45.34% Net Margin

Sao Paulo (120 units) + Rio de Janeiro (60 units)

Phase 2 - Expansion
890 Total Assets
R$ 118.8M Projected Net Revenue
R$ 54.7M Projected EBITDA
46.01% Net Margin

Expansion to 12 major Brazilian cities

Phase 3 - Global
Global Expansion
Europe Target Market
LATAM Target Market
USA Target Market

AdTech, Smart Security, Video Telemetry (SaaS/DaaS), Decarbonized Last-Mile

ESG Impact

Zero Carbon Emissions

100% electric fleet eliminating 713kg of CO2 per 5,000 km vs. combustion motorcycles

Social Impact

Enhanced worker financial outcomes through reduced operating costs and driver support infrastructure

Governance

Rigorous compliance policies, LGPD-aligned data governance, and transparent fleet monitoring

Roadmap

Q2 2026 Launch of Sao Paulo and Rio de Janeiro Circuits
Q4 2026 Phase 2 Launch — Brasilia and Goiania Circuits
Q1 2027 Deployment of Campinas and Curitiba Circuits
Q2 2027 Deployment of Porto Alegre and Belo Horizonte Circuits
Q3 2027 Deployment of Florianopolis and Salvador Circuits
Q4 2027 Deployment of Recife and Fortaleza Circuits