CloudWalk Achieves Profitable Hypergrowth, Exceeding $1.2 Billion in Annualized Revenue
The era of AI-driven, profitable growth is here, and our portfolio company, CloudWalk, is leading the charge in financial technology. The company recently surpassed $1.2 billion in annualized revenue and $128 million in annualized net income, achieving a rare level of hypergrowth built on a foundation of operational profit.
This milestone is a direct result of CloudWalk's deep commitment to its AI-first approach. By embedding advanced AI agents—such as the sales agent Bela and the customer service agent Claudio Walker—across its operations, the company has driven unprecedented efficiency. This is best illustrated by the leap in revenue per employee, which nearly doubled in a year to reach $1.7 million. This level of productivity positions CloudWalk among the world's most efficient technology companies.
CloudWalk is now extending this internal mastery of AI to its consumers via its platforms, InfinitePay (in Brazil) and JIM.com (in the United States). The expansion, driven by what CEO Luis Silva calls "Self-Driving Finance," is quickly democratizing access to innovative financial tools for micro and small entrepreneurs.
As Luis Silva noted, "Tomorrow's trillion-dollar companies will be those that master both the cost to serve and the cost to build products... we are already moving rapidly in that direction." We believe this success validates our investment in tech leaders who use efficiency and scale to capture market share globally, especially within LATAM's massive SME segment.