Caio Braz Santos

Evaluator
DISC Type : scd

Partner at Urca Capital Partners

United States

Overview

Caio is a Partner at Urca Capital Partners with over 15 years in finance, specializing in capital markets, fixed income, and derivatives. He creates tailored financial solutions and manages real estate projects. People often call him competent.

He holds an Executive MBA from NYU Stern School of Business and has a passion for real estate development and asset management. He also has a post-graduation from FIA Business School.

Caio was involved in creating asset management platforms used by multiple banks and institutions for credit and payroll loan management.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Real Estate Funds
As CFO of Urca Real Estate Holdings Company and CIO of Urca Management Company, he's actively involved in real estate funds like URPR11 and URHF11.
Debt Structuring
He focuses on structuring debt instruments for private companies, real estate, and NPL, developing DCM business at Urca Capital Partners.
Asset Management Platforms
He developed platforms for managing structured debt and credit assets, used by over 15 institutions and 11 banks.

Media Appearances

Caio has no verified media appearances

Work History

8-2015
Partner at Urca Capital Partners
1-2014 - 8-2015
CEO and Partner at KMov»
1-2012 - 1-2014
Director New Business Development at Hand Tecnologia
3-2008 - 1-2012
IT Manager and Controller at Pop Promotora de Vendas (later Spin Off to Hand Tecnologia)
9-2007 - 10-2010
Managing Partner at MSBC Brazil

Education

8-2023 - 8-2025
Executive MBA from NYU Stern School of Business
3-2010 - 3-2011
Post Graduation from FIA Business School

More Information

Social Presence :

Prographics :

Exp : 21 Location : United States Job Level : N/A Designation : Partner at Urca Capital Partners
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Insights For Selling To Caio

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caio is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Caio

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Caio move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Caio take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Caio

Personality Compatibility


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