Investor-operator · Ciudad de México
Building companies in Mexico.
Rebuilding them when it matters.
I help LatAm founders and boards find out whether their AI is a company or a demo. Where AI actually makes money: statute, workflow, residue.
- CEO · GPO VallasOperator
- Co-Founder · Everdeen CapitalAllocator
- Managing Partner · Y Innovation HubAllocator
- Deloitte Digital · Linio · EasyTaxiBuilder
- CEMEX · Bain · A.T. KearneyDiligence
- MIT Sloan · Endeavor · IAB MéxicoNetwork
Ventures
All ventures-
Co-founder and Managing Partner
Everdeen Capital
M&A and principal investing in Mexico’s mid-market media, advertising and entertainment.
More on Everdeen Capital -
CEO
GPO Vallas
Out-of-home advertising across eight countries, from the United States to Argentina.
More on GPO Vallas -
Managing Partner
YIH (Y Innovation Hub)
An innovation and marketing-tech hub that helps Latin American companies adopt AI, automation and proven technology fast.
More on YIH (Y Innovation Hub) -
Managing Director
Tec de Monterrey / EGADE
Center for Corporate Venture and Entrepreneurship.
More on Tec de Monterrey / EGADE -
Managing Partner
NURA Partners
A private advisory firm for entrepreneurs, family offices and capital allocators in moments of growth and transition.
nurapartners.com -
Board member
Cunico
Building ventures around the Chespirito IP.
More on Cunico
Also on the boards of Crosscut Ventures and Xira
Statute. Workflow. Residue.
The thesis
- 01Statute · SAT, CNBV, BanxicoAI commoditizes it. Fast. Not a moat.
- 02Workflow · timbrado, SPEI, cobranzaWins or loses adoption. Integration is the wedge.
- 03Residue · exceptions, trust, the regulatorWhere the margin settles.
Writing
All writingNº 001
First note coming soon.
Notes from the field on AI, venture building and corporate renewal, written from Mexico for anyone building in Latin America.
Elsewhere · Latest from LinkedIn and X
On the record.
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A crime group just ran an AI team against 400+ Latin American banks. How many agents does your security team run? Straiker published a report on October 21 on CyberCartel, a group that has targeted the region's financial institutions since 2012, operating under a front company…
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Nu Mexico is now a bank. The rank is the least interesting number. CNBV just published August data, the first month after Nu switched from a sofipo to a bank on 6 August: • Assets: MXN 112,638M, 24th of 54 banks, 0.68% of the system • Deposits: MXN 97,184M, close to 1% of the…
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Mexico has readers and it has crowds. What's missing is the room in between. INEGI's 2025 reading survey finds 62.5% of literate Mexicans 12 and older read a book in the past year, and 89.1% of 12 to 24 year olds read something. FIL Guadalajara drew a record 953,112 people in…
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La ley no decide dónde muere el efectivo. Lo decide Hacienda. El Senado aprobó la Ley de Economía Digital con 72 votos. Hacienda tendrá 15 días hábiles para elegir los sectores donde solo se pagará digital. En LatAm el regulador es un socio que no elegiste. #Fintech #México
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Domingo de operador: en pagos, el 98.6% es el demo. El 1.4% es la empresa. Según Borderless, SPEI completó 98.6% de los pagos fondeados con stablecoins en el tercer trimestre. Alguien persigue el resto. ¿Quién atiende en tu empresa el pago que no llegó? #Fintech #México
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953,112 people showed up to FIL Guadalajara. Silent Book Club CDMX has 227 members. Mexico doesn't have a reading problem. It's missing a weekly format. The business is the 51 weeks between book fairs.
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Newsletter · Substack
One question before your next round.
Notes from the field on AI, venture building and corporate renewal, written from Mexico for anyone building in Latin America. Practical, first-person, no hype.