The tax preparation industry in Latin America is experiencing significant growth as businesses increasingly recognize the importance of compliance and tax efficiency. Companies range from startups offering innovative digital solutions to established firms providing traditional accounting services. Noteworthy trends include the rise of fintech solutions and automation tools that streamline tax processes for both individuals and businesses. This shift towards technological integration is transforming how tax services are delivered, paving the way for a more competitive and efficient industry. As market demand for easier tax management grows, the sector continues to evolve with promising opportunities for investment and development.


The list highlights 18 prominent tax preparation investors based in Latin America, including venture capital and corporate firms. These investors, with significant presences in São Paulo, Quito, and Heredia, operate with varying team sizes and deal counts. Founded between 2005 and 2020, many show robust activity by participating in numerous funding deals in 2024. Among them, Monashees and BuenTrip Ventures stand out, showcasing a strong commitment to funding innovative tax solutions in the region, indicating a thriving investment ecosystem focused on this vital sector.


Top 18 Tax Preparation Investors in Latin America


1. bossa invest

  • Website: bossainvest.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2011
  • Headcount: 11-50
  • Number of deals in 2024: 56
  • LinkedIn: bossainvest

Bossa Invest is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm specializes in investing in innovative startups, particularly in the technology sector, and has made 56 investments in 2024 alone. Bossa Invest provides capital, strategic guidance, and access to a network of co-investors, while also offering educational resources to empower entrepreneurs. Notably, Bossa Invest has participated in funding rounds for companies like TaxBit, which raised significant capital for its cryptocurrency tax and accounting automation software, indicating a clear interest in the tax preparation industry. Additionally, their investments in Tributi and Tributei suggest a focus on tax-related services, further solidifying their relevance in this space.


2. Thomson Reuters Costa Rica


Thomson Reuters Costa Rica is a corporate investor based in Heredia, Costa Rica, and is part of the larger Thomson Reuters organization, which was founded in 1977. The company provides a wide range of legal services and information technology solutions, including legal research tools and tax compliance software. Their clientele includes legal professionals, accountants, and businesses across various sectors, all of whom rely on Thomson Reuters' products to improve efficiency and ensure compliance. In recent years, Thomson Reuters has made several strategic acquisitions to bolster its tax preparation capabilities. Notable transactions include the acquisition of TaxWorks in 2013, SurePrep in 2022 for $500 million, and CrossBorder Solutions in 2007. These acquisitions reflect their focus on tax automation and compliance solutions, further integrating these services into their existing offerings. Additionally, the acquisition of Sabrix, a provider of transaction tax management software, demonstrates their commitment to enhancing their Tax & Accounting business. Overall, Thomson Reuters Costa Rica plays a significant role in the tax preparation industry through its innovative software solutions and strategic acquisitions.


3. Kaszek

  • Website: kaszek.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2011
  • Headcount: 11-50
  • Number of deals in 2024: 17
  • LinkedIn: kaszek-ventures

Kaszek is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm focuses on investing in and supporting entrepreneurs across Latin America, providing capital and strategic guidance to startups in various technology-driven industries. Notably, Kaszek has invested in Contabilizei, an online tax filing and accounting service, through multiple funding rounds including Seed, Series A, and Series B. These investments highlight Kaszek's commitment to fostering innovation in the tax preparation sector, alongside their broader goal of nurturing a vibrant technology ecosystem in the region. In 2024, Kaszek has been active with 17 investments, showcasing their ongoing engagement in the startup landscape.


4. boostLAB Powered by BTG Pactual


boostLAB Powered by BTG Pactual is a consulting firm based in Sao Paulo, Brazil, founded in 2018. The firm specializes in providing mentorship and financial services to startups, helping them navigate growth challenges and access credit lines. Among their notable investments, boostLAB has supported companies like Dootax, which offers tax solutions, and Regcheq, which also operates in the financial and tax preparation space. These investments highlight boostLAB's engagement with the tax preparation industry, alongside their broader mission of fostering startup growth.


5. BuenTrip Ventures

  • Website: buentrip.vc
  • Type: Corporate
  • Headquarters: Quito, Pichincha, Ecuador
  • Founded year: 2019
  • Headcount: 1-10
  • Number of deals in 2024: 7
  • LinkedIn: buentrip-ventures

BuenTrip Ventures is a venture capital firm based in Quito, Pichincha, Ecuador, founded in 2019. The firm specializes in investing in early-stage software startups across various sectors in Latin America, including FinTech, Logistics, eCommerce, HealthTech, and EdTech. In 2024, BuenTrip Ventures has made seven investments, one of which is particularly notable in the tax preparation context: Taxo, a Mexican tax automation platform that raised a pre-seed round of US$1.2 million. This investment highlights BuenTrip's engagement in the tax preparation industry, as Taxo aims to significantly grow its user base and enhance tax declaration processes. Additionally, they have invested in ContApp, although it is not directly related to tax preparation, it showcases their broader interest in software solutions.


6. Magma Partners

  • Website: magmapartners.com
  • Type: Venture Capital
  • Headquarters: Providencia, Santiago, Chile
  • Founded year: 2014
  • Headcount: 11-50
  • Number of deals in 2024: 6
  • LinkedIn: magma-partners

Magma Partners is a venture capital firm based in Providencia, Santiago, Chile, founded in 2014. The firm specializes in investing in early-stage startups across Latin America, with a strong focus on sectors such as fintech and insurtech. They have backed over 125 companies, aiming to tackle significant regional challenges and support scalable technology businesses. Notably, Magma Partners has invested in Heru, a Mexico City-based AI tax platform, which raised $6 million in seed funding in 2022, and $1.7 million in a pre-seed round in 2020. This investment highlights their engagement in the tax preparation industry. Additionally, they have invested in Zenfi, a financial health platform, further showcasing their commitment to fintech solutions that may intersect with tax preparation services.


7. Monashees

  • Website: monashees.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2005
  • Headcount: 11-50
  • Number of deals in 2024: 18
  • LinkedIn: monashees-capital

Monashees is a venture capital firm based in Sao Paulo, Brazil, founded in 2005. The firm specializes in investing in technology-based companies across Latin America, providing not only funding but also support in areas such as talent acquisition and fundraising. Among their notable transactions, Monashees has invested in ContaAzul, a Brazilian startup that offers an accounting and invoicing platform aimed at helping businesses manage their financial operations. ContaAzul has raised multiple rounds of funding, including Series A, B, and C, with the latest round aimed at further developing its platform and launching specialized tools for Brazilian accounting firms. This involvement highlights Monashees' commitment to enhancing financial technology solutions, which are integral to the tax preparation industry.


8. Igah, Ventures.

  • Website: igahventures.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2011
  • Headcount: 11-50
  • Number of deals in 2024: 2
  • LinkedIn: ebricks-ventures

Igah Ventures is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm specializes in seed and early-stage investments in innovative startups across various sectors, including technology, healthcare, and finance. Notably, Igah Ventures has invested in Contabilizei, an online tax filing and accounting service, participating in multiple funding rounds, including Series A and Series B. This involvement highlights their interest in the tax preparation industry. Additionally, they have supported other companies like Avenue Securities, which focuses on diversifying financial products and technology, further showcasing their commitment to fostering growth and innovation in Brazil.


9. Beta Ventures LLC


Beta Ventures LLC is a venture capital firm based in Sao Paulo, Brazil, founded in 2016. The firm specializes in providing angel investments and mentoring to startups across Brazil and Latin America, with a focus on innovative founders in various sectors, including FinTech and Health Tech. Among their notable transactions, they invested in Contabilizei, a company that raised funds in 2016 and operates in the accounting and tax preparation sector, indicating a direct connection to tax preparation services. Additionally, they have participated in funding rounds for Morada Uno and Beacon Founders, although these companies do not have a clear link to tax preparation. Overall, Beta Ventures LLC supports startups in navigating funding challenges and growing their businesses, with a notable investment in the tax preparation space through Contabilizei.


10. Mindset Ventures

  • Website: mindset.ventures
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2016
  • Headcount: 1-10
  • Number of deals in 2024: 7
  • LinkedIn: mindset-ventures

Mindset Ventures is a venture capital firm based in Sao Paulo, Brazil, founded in 2016. The firm specializes in early-stage technology investments and provides capital and strategic support to startups across various sectors, including financial services and healthcare. Mindset Ventures focuses on helping these companies grow by offering business development assistance, mentorship, and access to valuable networks. Notably, they invested in Neo.Tax, which raised an undisclosed amount in a Series A round on July 27, 2023, indicating their engagement in the tax preparation industry. Additionally, they have participated in significant funding rounds for companies like FundGuard and Brex, which, while not directly related to tax preparation, showcase their active role in the financial services sector.


11. LASP Capital

  • Website: laspcapital.com
  • Type: Corporate
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2020
  • Headcount: 1-10
  • Number of deals in 2024: 3
  • LinkedIn: lasp-capital-llc

LASP Capital is an investment management firm based in Sao Paulo, Brazil, founded in 2020. The firm specializes in global growth investing in publicly-traded equities and early-stage investments, focusing on high-quality growth companies to generate substantial returns for its clients. Their investment strategy emphasizes a long-term horizon and a unique approach to managing risks associated with market volatility. Notably, LASP Capital has invested in Velotax, a company that raised funds in a Seed Round in January 2021. This investment highlights LASP Capital's engagement in the tax preparation industry, as Velotax operates within this sector, thereby aligning with their investment strategy of supporting growth-oriented companies.


12. Caravela Capital

  • Website: caravela.capital
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2019
  • Headcount: 11-50
  • Number of deals in 2024: 5
  • LinkedIn: caravelacapital

Caravela Capital is a venture capital firm based in Sao Paulo, Brazil, founded in 2019. The firm focuses on backing entrepreneurs and early-stage companies, providing funding and mentorship to help startups grow and succeed across various industries, particularly in technology and innovation. Notably, Caravela Capital participated in a significant funding round for Contabilizei, which raised $125 million in October 2024. Contabilizei is a prominent player in the accounting and tax preparation sector, indicating Caravela's involvement in this industry. Additionally, they were involved in the Series A funding for Franq, a Brazilian Fintech, which, while not directly related to tax preparation, showcases their interest in financial technology. Overall, Caravela Capital's investment strategy includes a focus on companies that can innovate within the tax preparation space, making them a noteworthy investor in this category.


13. Solum Capital

  • Website: solumcapital.com.br
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2017
  • Headcount: 11-50
  • LinkedIn: solumvc

Solum Capital is an investment management firm based in Sao Paulo, Brazil, specializing in private equity and venture capital. Founded in 2017, the firm focuses on providing financial and strategic support to growth companies across various sectors in Latin America. Their investment strategy is characterized by a hands-on approach aimed at fostering innovation and entrepreneurship. Notably, Solum Capital was involved in a transaction with BPtax, which raised an undisclosed amount in a private equity round on February 1, 2020. This investment highlights their engagement in the tax preparation industry, showcasing their commitment to supporting companies that enhance tax-related services and solutions.


14. Canary

  • Website: canary.com.br
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2017
  • Headcount: 11-50
  • Number of deals in 2024: 23
  • LinkedIn: canary-venture-capital

Canary is a venture capital firm based in Sao Paulo, Brazil, founded in 2017. The firm specializes in early-stage investments across Latin America, supporting entrepreneurs with capital, co-founding assistance, and a strong community of builders. In 2022, Canary led a seed investment round in SAKS, a Brazilian Digital Private Pension Broker, which raised BRL 26 million. This investment highlights Canary's engagement in the financial services sector, which is closely related to tax preparation. Additionally, Canary has been active in various sectors, including e-commerce with Cross Commerce and fintech with Clara, indicating a diverse investment portfolio that may include companies relevant to tax preparation.


15. Harvard Angels do Brasil


Harvard Angels do Brasil is a not-for-profit angel investment network founded in 2012, based in São Paulo, Brazil. It comprises alumni from Harvard Business School who aim to support early-stage startups through financial investments and advisory services. The organization is dedicated to enhancing Brazil's innovation ecosystem. Notably, they participated in a seed investment round for Jusfy, a legal tech startup that received R$ 7 million to expand its business model and invest in new tools. This investment is particularly relevant as legal tech solutions often intersect with tax preparation services, indicating their potential interest in this sector. Additionally, they were involved in a significant funding round for Incentiv, which aims to improve technology for social projects, showcasing their broader investment strategy.


16. Omie

  • Website: omie.com.br
  • Type: Corporate
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2013
  • Headcount: 1001-5000
  • LinkedIn: omie

Omie is a technology company based in Sao Paulo, Brazil, founded in 2013. It specializes in providing an online ERP management system tailored for small and medium enterprises (SMEs) and larger businesses. Omie's offerings include sales management, financial control, and inventory management solutions, aimed at streamlining operations and improving efficiency. In recent years, Omie has made significant acquisitions to enhance its service offerings. Notably, in November 2021, Omie acquired Banco Digital Linker for R$120 million, which allows them to expand their banking services and customer base among SMEs. Additionally, in August 2022, Omie acquired ErgonCredit, a credit company, to integrate credit solutions into its existing software platform, with a goal of originating R$ 500 million in credit within 12 months. These strategic moves indicate Omie's commitment to providing comprehensive financial services, which are essential for effective tax preparation and management for their clients.


17. Invisto


Invisto is a venture capital firm based in Florianopolis, Santa Catarina, Brazil, founded in 2002. The firm specializes in investing in technology and innovation startups across Brazil, providing not only venture capital but also consulting services and networking opportunities to entrepreneurs and investors. Invisto aims to foster growth in the startup ecosystem by connecting local entrepreneurs with potential investors. Notably, Invisto has invested in Ottimizza Sistemas Contábeis, a startup focused on accounting systems, which received a R$ 4 million investment to enhance its hiring, product development, and marketing efforts. Additionally, they invested in CashWay, a startup that focuses on cloud banking services, indicating their interest in financial technology. These transactions highlight Invisto's engagement in sectors that are relevant to tax preparation and accounting, making them a significant player in this space.


18. Kinea Investimentos

  • Website: kinea.com.br
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2007
  • Headcount: 51-200
  • Number of deals in 2024: 2
  • LinkedIn: kinea-investimentos

Kinea Investimentos is an investment management firm based in Sao Paulo, Brazil, founded in 2007. It operates under the Itaú group and offers a diverse range of investment funds, including private equity, venture capital, and real estate. Kinea caters to both individual and institutional investors, providing tailored investment solutions to help clients achieve their financial goals. Notably, Kinea led a seed investment in Saks, a Brazilian digital private pension broker, which raised BRL 26 million. This investment highlights Kinea's involvement in the financial services sector, particularly in areas that may relate to tax preparation and pension planning. Additionally, Kinea has invested in Nagro, an agro fintech startup, raising $49 million, showcasing its diverse investment strategy across various sectors.



Tax Preparation Insights: Key Investors in Latin America


InvestorHeadquarterSizeFoundedDeals 2024
bossa investSao Paulo, Sao Paulo, Brazil11-50201156
Thomson Reuters Costa RicaHeredia, Heredia, Costa Rica51-20019774
KaszekSao Paulo, Sao Paulo, Brazil11-50201117
boostLAB Powered by BTG PactualSao Paulo, Sao Paulo, Brazil1-1020184
BuenTrip VenturesQuito, Pichincha, Ecuador1-1020197
Magma PartnersProvidencia, Santiago, Chile11-5020146
MonasheesSao Paulo, Sao Paulo, Brazil11-50200518
Igah, Ventures.Sao Paulo, Sao Paulo, Brazil11-5020112
Beta Ventures LLCSao Paulo, Sao Paulo, Brazil1-1020160
Mindset VenturesSao Paulo, Sao Paulo, Brazil1-1020167
LASP CapitalSao Paulo, Sao Paulo, Brazil1-1020203
Caravela CapitalSao Paulo, Sao Paulo, Brazil11-5020195
Solum CapitalSao Paulo, Sao Paulo, Brazil11-5020170
CanarySao Paulo, Sao Paulo, Brazil11-50201723
Harvard Angels do BrasilSao Paulo, Sao Paulo, Brazil51-20020121
OmieSao Paulo, Sao Paulo, Brazil1001-500020130
InvistoFlorianopolis, Santa Catarina, Brazil1-1020022
Kinea InvestimentosSao Paulo, Sao Paulo, Brazil51-20020072


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