Jota, a Brazilian B2B fintech that integrates AI and banking services within WhatsApp, has successfully closed a R$ 150 million (US$ 30 million) Series A funding round. The investment was led by Haun Ventures and values the company at approximately US$ 185 million. This capital injection will fuel the development of its proactive AI financial assistant for entrepreneurs.
A Landmark Investment for Conversational AI
The round marks the first investment in Brazil for Haun Ventures, a firm founded by former Andreessen Horowitz partner Katie Haun. Existing investors HOF Capital and Alter Global also participated with follow-on investments, demonstrating continued confidence in the company's vision. Newcomer Greyhound Capital and a group of global investors also joined the cap table.
Diogo Monica, a general partner at Haun Ventures, highlighted the product's seamless integration into users' daily routines as a key factor in their decision. He described Jota as one of the most promising products he has seen in the conversational finance space. This endorsement signals strong international validation for Jota's innovative approach to financial services.
Fueling the Next Generation of Financial Assistance
Founder and CEO Davi Holanda explained that the funding initiates a new phase called "Jota 2.0," representing a fundamental product evolution. The platform is shifting from a reactive assistant to a proactive agent that autonomously organizes finances and delivers insights. Early tests of this new model have shown engagement rates up to five times higher than the previous version.
With the new capital, Jota plans to accelerate its AI infrastructure and expand its assistant's functions, bringing long-term goals into the present. A key area of development is the offering of contextual credit, where the AI identifies the precise moment a client requires liquidity. This will further embed the platform into the daily financial operations of small businesses.
Impressive Growth and Ambitious Targets
In just over a year since its launch in January 2025, Jota has demonstrated remarkable traction, attracting 300,000 customers. This user base, composed mainly of small businesses and independent professionals, has driven an annualized total payment volume (TPV) of R$ 3.5 billion. The company's growth was built on organic adoption rather than extensive advertising.
Jota's strategy is centered on a low barrier to entry, allowing users to access core features for free on WhatsApp. Its FalaTap solution, which transforms a smartphone into a voice-activated payment terminal, has become a primary revenue source. This model effectively competes with traditional point-of-sale devices from established players.
Looking ahead, the company has set ambitious goals for the remainder of 2026, aiming to more than triple its user base to over one million customers. Concurrently, Jota plans to significantly increase its annualized TPV to exceed R$ 10 billion. These targets reflect the company's high expectations for its next phase of growth.
This significant Series A investment positions Jota to solidify its leadership in the conversational finance market for Brazilian entrepreneurs. The funding will accelerate its mission to simplify financial management and empower business owners to focus on growth instead of administrative tasks. As CEO Davi Holanda states, the ultimate goal is to "retire the notebook" for a new generation of businesses.