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Chronicles

The story behind the story

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SoftBank says it is struggling to find startups in Latin America ready for major investments and has completed only two new deals over the past two years

SoftBank Group Corp. is struggling to find startups in Latin America ready for major investments, underscoring how sharply the tech boom …

Bloomberg

Context & Ripple Effects

SoftBank entered Latin American technology investing in 2019 with a dedicated Innovation Fund and later indicated plans to expand its regional commitment. The current slowdown therefore marks a sharp contrast with its earlier strategy of supplying large-scale growth capital across the region.

The development also fits SoftBank’s broader turn toward stricter investment criteria after its investment pace fell materially in 2022. It matters because a major source of oversized regional checks is signaling that its investment threshold is not being met.

First-order effects

  • Latin American startups seeking major late-stage commitments from SoftBank face a smaller near-term pool of available capital from the firm.
  • SoftBank’s regional deployment shifts from broad expansion toward a far more selective posture, with only two new investments completed over the past two years.

Second-order effects

  • Companies that had expected SoftBank-sized rounds may need to pursue smaller financings, adjust growth plans, or seek a wider group of investors.
  • Other regional investors may gain leverage in negotiations for mature startups, while facing pressure to decide whether they can fill financing gaps left by a less active SoftBank.

Third-order effects

  • If this persists, Latin American tech financing could become less dependent on large, concentrated growth-equity checks and more dependent on proof of business maturity before capital scales.
  • The pattern points to a market in which investor selectivity, rather than the availability of dedicated regional funds, increasingly determines which startups can reach late-stage scale.

The trend: This is one data point in the shift from aggressive geographic expansion by major technology investors toward more selective, maturity-driven deployment of growth capital.

Discussion

  • @business @business on x
    SoftBank is struggling to find startups in Latin America ready for major investments, underscoring how sharply the tech boom there has cooled since attracting record levels of venture capital only a few years ago https://www.bloomberg.com/...