We are thrilled to back bem.ai, our bet on the future of reliable, real-world AI.
At a time when AI dominates headlines and hype cycles, we’re focused on a quieter, but more enduring story: the infrastructure layer that makes AI actually work.
Everyone’s racing to deploy AI agents. But there’s a catch.
AI systems, especially those built on large language models, are not deterministic. That means they don’t always produce the same output for the same input. In an enterprise environment, where compliance, precision, and repeatability are non-negotiable, this is a massive limitation.
That’s where bem.ai comes in.
Bem is building AI-native infrastructure that transforms unstructured data—PDFs, emails, audio, video, you name it—into clean, structured, auditable data with 99.999% precision. That kind of performance isn’t nice to have; it’s table stakes for deploying AI in critical processes like finance, logistics, or customer service.
We see bem as the missing layer between today’s messy inputs and tomorrow’s autonomous systems.
We invested in bem because we believe that:
But most importantly, we backed Antonio Bustamante and Upal Saha, a world-class founding team. Antonio brings a rare combination of deep technical expertise and operational experience scaling companies from zero to Series C in the US. Upal is a seasoned builder with the chops to architect this kind of complex infrastructure.
This is not their first rodeo, and they’re tackling a first-order problem in the AI stack with clarity and discipline.
We see AI as a powerful tool. The winners will be those who solve real problems with reliable systems at sustainable margins.
We don’t believe AGI is around the corner. We don’t believe massive general-purpose models will solve every task. And we don’t believe companies that bleed money with every user interaction are building for the long term.
What we do believe is this:
To our LPs, many of whom are high-net-worth individuals, family offices, and corporates across Latin America, this investment represents what we aim to do at every stage:
Bem aligns with our thesis: when the hype fades, what remains is infrastructure.
This investment doesn’t mark a shift in strategy. We continue to focus on foundational technologies, deep technical teams, and emerging market tailwinds. But bem broadens our aperture, reinforcing that the best ideas are borderless, and the infrastructure being built today will serve the globe tomorrow.
We’re proud to be early supporters. If you're building something ambitious at the edge of AI and real-world complexity, we’d love to talk.
