Approach and R&D
The stages every investment project follows at Instfy, from thesis to operation, and the role of research and development.

How we work
Every project goes through the same stages, adapted to the sector, the scale and the procurement model.
- Research and thesis: Analysis of market, demand, regulation and context, from global to local, to determine whether the opportunity deserves to move forward.
- Feasibility and modeling: Technical, demand and economic-financial studies, scenarios, risks and revenue structure.
- Structuring: Legal and procurement model: PPP, concession, SPV, private contracts and fundraising with partners and investors.
- R&D and technology: Data, artificial intelligence, automation and proprietary solutions to operate better and with less risk.
- Execution: Coordination of teams, suppliers and schedule, with Instfy's integrated management.
- Measurement and ESG: Performance, carbon and impact indicators tracked from day one, with Carbon.
Research and development
R&D is not a separate step. It is what reduces uncertainty before the investment and increases efficiency after it.
| Demand studies and data | Models built on public and proprietary data to estimate usage, attendance, revenue and sensitivity to different scenarios. |
| Technology for operations | Management platforms, AI and automation for ticketing, maintenance, customer service and KPIs. |
| Energy and carbon | Energy efficiency, renewable sources, emissions inventory and offsetting built into the project. |
| Innovation incentives | Responsible use of incentives such as Brazil's Lei do Bem (Law 11.196/2005) and the R&D credit under Section 41 of the US Internal Revenue Code, where applicable. |
The Instfy ecosystem in every project
- Instfy Consulting: Discovery, strategy, financial modeling and project management.
- Carbon: Emissions inventory, offsetting and certification for events and operations.
- Data: Business and market data for context analysis and prospecting.
- AI: Customer service and automation agents for operations and relationships.
- ERP: Financial management, contracts, procurement, projects and teams on a single platform.
Frequently asked questions
Is Instfy an investment fund?
No. Instfy is neither a financial institution nor an asset manager, and it does not offer securities to the public. We structure and develop projects and, when it makes sense, connect the opportunity with qualified partners, investors and advisors.
Which projects do you evaluate?
Infrastructure projects, public-private partnerships and concessions, foreign trade, sports events, corporate aviation, energy and the energy transition, tourism and hospitality, and research and development initiatives related to these sectors.
In which countries?
Mainly Brazil and the United States, with a support network in other markets.