SaaSholic
SaaSholic, William Cordeiro, Gustavo Souza, Diego Gomes, Vinicius Calasso, Pedro JannuzziSaaSholic is a venture capital firm specialized in finding LatAm’s software winners early and growing them fast.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 389 | Subscribers | Read | blog.saasholic.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The ARR Challenge: Does the Golden Metric of SaaS Fit the AI Era?
For twenty years, the software industry operated on a unified theory of value. We had a standard playbook (T2D3) and a single North Star: Annual Recurring Revenue (ARR).
Agency, Taste, Curiosity
Agency (Study for a New Virtue), 2026 — an Art Deco homage to Lee Lawrie’s Rockefeller Center reliefs, one of my favorite outdoor works in NYC
AI Might be a Bubble (and this Doesn’t Matter)
Over the past months a common view has formed in the market: AI is in a bubble. Record rounds and valuations, circular financing, blue-chip stocks jumping 40% in a single day and unprecedented capex all reinforce that view. In this letter w...
Doing It Wrong, Again - Our Next Act
### At First Glance, Our Strategy Looks Flawed
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Authors
The writers behind this newsletter.
SaaSholic is an early-stage VC firm investing in the best Latam SaaS companies.
Managing Partner @SaaSholic, early-stage VC focused on LatAm B2B SaaS.
Managing Partner at SaaSholic, early stage VC focused on LATAM SaaS.
Diego Gomes is an entrepreneur and a founding partner at SaaSholic.
VC @ SaaSholic
Venture Capitalist @SaaSholic
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