INVESTOR DECK

MACUCO
GROUP

Brazil's First Decentralized Autonomous Organization for Venture Capital in MarKommerce.

20 startups. 6 verticals. AI-native. DAO-governed.
Transforming Marketing, Advertising, Media & Commerce.

20
Portfolio Startups
6
Verticals
100%
AI-Native
DAO
Governance
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INVESTMENT THESIS

Why MarKommerce

Marketing, Advertising, Media and Commerce are converging into a single AI-driven ecosystem. Macuco Group is positioned at the center of this transformation in Latin America.

AI-First

Every portfolio company leverages generative AI as a core competitive advantage, not an add-on.

DAO Governance

Decentralized decision-making with transparent, token-based governance across the network.

MarKommerce

The convergence of Marketing + Commerce — our thesis vertical where all startups operate.

Full-Stack Integration

Startups complement each other, creating cross-sell opportunities and shared infrastructure.

Data Flywheel

Shared data insights across the portfolio amplify each company's competitive moat.

Platform Play

Building a platform of platforms — each startup is a node in a larger value network.

MARKET OPPORTUNITY

The MarKommerce Convergence

The global digital advertising market is projected to reach $1 trillion by 2028. AI is reshaping every layer — from content creation to media buying to commerce conversion. Macuco Group's portfolio covers the entire value chain, creating a unique integrated play in the fastest-growing market in Latin America.

$1T
Global Digital Ad Market by 2028
35%
CAGR of AI in Marketing
$45B
LATAM Digital Market
2x
Growth vs Traditional VC
PORTFOLIO

20 Startups. 6 Verticals.

A curated portfolio of AI-native companies across the MarKommerce ecosystem.

Mimo Live Sales

LIVE COMMERCE

Startup pioneira em live shopping na América Latina.

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Market4U

RETAIL TECH

Maior rede brasileira de minimercados autônomos em condomínios com 2.500 lojas. Plataforma de Retail Media.

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GOVERNANCE MODEL

The DAO Advantage

Macuco Group operates as a Decentralized Autonomous Organization — the first VC in Brazil to adopt this governance model. This means transparent decision-making, aligned incentives, and a network effect that traditional VCs can't replicate.

Transparent Governance

All investment decisions are documented and traceable. Stakeholders have visibility into portfolio performance.

Network Synergies

Portfolio companies share clients, data, and infrastructure — creating value that compounds across the network.

Aligned Incentives

Token-based governance ensures all participants — founders, investors, advisors — are aligned toward long-term value creation.

Scalable Structure

The DAO model allows Macuco to scale its portfolio without the overhead of traditional VC fund structures.

DAO Network
Pyr Marcondes
FOUNDER & CEO

Pyr Marcondes

One of the most influential figures in Brazilian marketing and media. 40+ years shaping the industry as journalist, author, entrepreneur, and investor.

Former VP of Meio & Mensagem, Brazil's leading marketing publication

Author of 8 books on marketing, media, and digital transformation

Founded and led ProXXIma, Brazil's premier digital marketing conference

Built a network spanning 500+ C-level executives across LATAM

Pioneer in identifying the MarKommerce convergence thesis

"Pyr tem contribuído para o desenvolvimento da indústria de marketing e mídia de forma sem igual. Sua visão de futuro é referência."

Fabio Coelho
Fabio Coelho
Ex-CEO Google Brasil

"Pyr está sempre conectado no futuro e tem uma curadoria precisa de suas investidas. Somos parceiros de algumas delas."

Gabriela Onofre
Gabriela Onofre
CEO do Grupo Publicis

"Nosso Pyr é dessas pessoas inspiradas que contaminam empreendedores e investidores com seu entusiasmo que combina objetividade e imaginação."

Marcelo Lacerda
Marcelo Lacerda
Co-fundador Terra Networks, F.Biz e Magnopus

"O Pyr une visão e propósito de forma rara. Sua capacidade de transformar tendências em negócios é admirável."

Márcia Esteves
Márcia Esteves
CEO-Sócia da LL/TBWA · Presidente da ABAP
ROADMAP

Strategic Roadmap

Phase 12023–2024

Foundation

DAO structure established
First 15 startups onboarded
MarKommerce thesis validated
Content Studio launched
Phase 22024–2025

Growth

Portfolio expanded to 20 startups
Cross-portfolio synergies activated
CONTAIN NOW movement launched
Investor Deck platform built
Phase 32025–2026

Scale

LATAM expansion
Strategic exits from mature portfolio companies
Second fund raise
Platform-of-platforms integration
Phase 42026+

Global

International DAO nodes
Public market positioning
AI infrastructure shared layer
MarKommerce standard-setting
DATA ROOM

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AI-POWERED INVESTOR RELATIONS

Talk to MacucoBot

Our AI knows everything about the fund thesis, portfolio, DAO architecture, and market opportunity. Ask anything — in English or Portuguese.

MacucoBot Investor

Investor Relations AI

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Welcome to Macuco Group Investor Relations. I'm MacucoBot Investor, your AI guide to the AI MARKOMMERCE DISRUP fund.

I can walk you through:

  • Fund Thesis — R$200M target, 50 companies, AI+H philosophy
  • Portfolio — 20 startups across 6 verticals
  • DAO Architecture — Brazil's first DAO-based VC
  • Founder & Team — Pyr Marcondes' 50+ year track record
  • Market Opportunity — Why MarKommerce, why now

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