~/portfolio / active / kapso
Kapso
WhatsApp for developers. The infrastructure layer that lets vibe-coders and autonomous agents ship on WhatsApp without re-implementing the API every time.
WhatsApp is the OS of LatAm. Building on top of it as a developer is still painful enough to ruin a weekend. Kapso is the infrastructure layer that fixes that, the way Stripe is for payments and Twilio is (sort of) for SMS, but actually built for the agent + vibe-coder cycle we’re in now.
Why I backed it
Andrés. I’ve been helping him with intros to VCs and angels and advising for a while now, and what he’s built as a solo founder is genuinely impressive, 4,000+ developers organic, full multi-tenant platform, observability, flows, the works. His AI-first bias is the right one for this moment, his founder style is the kind I want to keep working with for a decade, and the references I have from mutual friends are unanimous. I offered him a small angel check.
The vibe-coding stack tailwind. Lovable, Claude, Codex, Cursor (these are becoming the default way internal software gets built across LatAm. Every internal tool that gets vibe-coded into existence eventually wants to talk to a customer, and in this region that means WhatsApp. Kapso is positioned to be the native, drop-in infrastructure layer for every one of those apps. The buyer here is the developer, not the IT director) and the developer is increasingly an AI.
Personal autonomous agents in WhatsApp-first markets. In regions where WhatsApp is the economy’s OS (most of LatAm, India, much of Southeast Asia) autonomous agents (Claude Code, Open Claude, the next generation of personal agents) need an integration layer to act on a user’s behalf inside WhatsApp. Kapso is the obvious place that layer should live. There’s no incumbent here yet.
Tracked the space since Agentmail. I tried to get into Agentmail’s YC round and couldn’t, close-but-no-cigar. The fact that Kapso is the next move in roughly the same vector, with a founder I already know and a region I understand better than email, made the bet much easier the second time around.
The bet
Two stacking tailwinds, vibe-coded apps + WhatsApp-first agent users, both routing through the same infrastructure problem, both addressed by the same product, in regions where the buyer is technical and willing to pay. If Kapso becomes the default import * from kapso for any app that needs a WhatsApp surface, the company prints. Andrés has 4k organic devs already with no marketing engine; the wedge is sharp.
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