The Team

Operators, Not Consultants

Every partner has built and run the systems we deploy for clients.

Thiago Rocha

Thiago Rocha

Managing Partner

LinkedIn
Bain & CompanyWharton MBALauder Institute
Value CreationPricing & ProfitabilityPE Portfolio Ops

PE-backed operator who leads value creation programs across pricing, operations, and commercial strategy. Combines top-tier consulting rigor with hands-on operating experience to deliver EBITDA results.

Background
Matrix SciencesSVP Transformation
MixamChief of Staff
Bain & CompanyStrategy Manager
Education
Wharton - MBA
Lauder Institute - MA International Studies
Selected Results
50% EBITDA uplift in 6 months30% revenue growth via GTM redesign80% reduction in reporting cycle time
Arthur Cruz

Arthur Cruz

Partner, Digital & Data

LinkedIn
Tissage FounderMonashees CapitalUSP
Data InfrastructureDigital StrategyGrowth Systems

Serial founder and data leader who has built and scaled 50+ digital products. Bridges technical execution with business outcomes, specializing in data infrastructure that drives commercial results.

Background
TissageFounder & CEO
Disco TecnologiaCOO & Co-founder
Monashees CapitalBusiness Analyst
Education
USP - Financial Accounting & Entrepreneurship
Selected Results
50+ projects delivered for top-tier brandsBuilt fastest-growing Shopify agency in BrazilSales automation platform for enterprise clients
Rodrigo Stevaux

Rodrigo Stevaux

Partner, AI & Architecture

LinkedIn
Roland BergerIME-USP (MS)Loft (Staff DS)
AI ArchitectureFormal VerificationOntology Design

Computer scientist specializing in reliable AI systems through formal methods. Builds production-grade platforms that scale without breaking, combining deep technical expertise with business pragmatism.

Background
TissageResearch Lead
LoftStaff Data Scientist
Roland BergerBusiness Analyst
Education
IME-USP - MS Computer Science (Formal Methods)
USP - Economics
Selected Results
BRL 250M+ in AVM-driven real estate purchasesBuilt equity management platform (enterprise clients)R$20M savings via pricing optimization

Why This Combination Matters

Strategy + Execution

Top-tier strategy thinking paired with operating experience. We know what good looks like and how to get there.

Technology + Business

Deep technical capability in AI and data, applied to real business problems. No science projects.

Speed + Rigor

Formal methods ensure reliability. Operating experience ensures velocity. Both matter in PE timelines.

Ready to Talk?

Whether you're evaluating a portfolio company or ready to move on transformation, we'd like to hear from you.

Start a Conversation