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sandra nolasco

T2 · manager / operator

Former Santander executive (equities, strategic investments, project finance in energy/infrastructure) who joined Twinco to combine technology innovation with social impact in emerging-market manufacturing finance. Portuguese background, experience at Fortis Bank in commodity finance.

1 call·1 name·100% bull·last heard 3 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TWINCO-CAPITALTwinco Capitalposition

Twinco Capital finances $1B+ across 25 emerging markets with zero losses using purchase-order data

By financing from purchase order through delivery using real-time transaction data instead of financial statements, Twinco achieves near-zero default rates in emerging market manufacturing supply chains, unlocking a massive underserved market.

itnig2026-07episode →

most discussed · click a bar to filter

  • $TWINCO-CAPITAL

recurring themes

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1 total
$TWINCO-CAPITAL
Twinco Capital
HIGHsandra nolasco·itnig·3 months ago·Han financiado 1.000M$ sin una sola pérdida | Twinco Capital· position
Twinco Capital finances $1B+ across 25 emerging markets with zero losses using purchase-order data
By financing from purchase order through delivery using real-time transaction data instead of financial statements, Twinco achieves near-zero default rates in emerging market manufacturing supply chains, unlocking a massive underserved market.
"Nosotros hemos hecho ya más de 1000 millones de dólares de compra en 25 países distintos, todos mercados emergentes y no hemos tenido una única pérdida. Morosidad cero."
0:59
9
Fintechtailwind
Purchase-order financing at scale creates new asset class with near-zero defaults in emerging markets
Financing from purchase order through delivery using proprietary transaction-data underwriting — instead of financial statements — structurally lowers credit risk in emerging-market manufacturing, enabling a scalable, securitizable asset class with zero historical losses across 25 countries.
7
Fintechtailwind
AI amplifies proprietary risk models but does not replace domain expertise in credit decisions
Generative AI and ML boost productivity in processing transaction data and generating risk signals, yet the core credit logic remains rooted in decades of trade-finance expertise — AI is an accelerator, not a substitute for structural risk understanding.