Por Arnaldo Faissol
15, June 2021

The efficient management of resources is one of the biggest challenges in the contemporary world for any country. Society increasingly demands sustainable solutions for its housing, food, transport and consumption needs. Investors place ESG (Environmental, Social, Governance) guidelines and practices on the order of the day for the capital markets.



However, on the supply side, which are companies, growing with environmental sustainability and rational use of natural resources, respecting their employees, customers and other stakeholders, reaching high levels of satisfaction among these individuals, is still an enormous challenge. Being sustainable in everything you do is not just another option, it has become an obligation. It is a prerequisite to stay in the market.


One of our fundamental theses is to invest in technologies that enable companies to have an accurate view of the use of increasingly critical inputs. Know how much and how much water, electricity, gas, transport is consumed, seeking efficiency and avoiding unnecessary losses.


Among all the technologies, the Internet of Things (Iot) has stood out for presenting great potential for change in the forms of production, mainly due to the remote monitoring capacity it provides.

This transformation is complex because it depends on the integration in networks of sensors and systems, capable of processing huge volumes of data in analysis and alarms, so that managers can take effective measures to rationalize consumption and investments.

It's also a transformation that depends on building an infrastructure of sensors, routers and measurement equipment – ​​making it capital intensive, something startups are rarely able to fund.


However, when we manage to combine the capacity of building monitoring infrastructure with integrated software-as-a-service platforms, there is a gigantic disruption in the companies' resource allocation, which becomes driven by real-time data in massive amounts.

Some industries in the country have already adopted this combination internally, based on the software of their production lines equipment – ​​the electronics and automotive sectors are good examples.


This is because the IoT allows the management and integrated control of information obtained through different connected devices that provide customized results, targeted to each specificity.


The opportunity we see is the creation of open platforms for managing equipment by remote management and remote metering. By enabling the connection of any sensor on a given machine, or even designing sensors compatible with the platform and equipment, a new layer of efficiency in the use of resources is created, in line with the sustainability goals that all stakeholders currently demand.


An example of this would be in the sanitation sector, which, by relying on intelligent consumption meters throughout the distribution network, could detect leaks and consumption outside the normal range in real time and in increasingly precise locations - greatly reducing the loss of common water in these companies.


Applications are unlimited. We believe that with the results of the IoT materializing and consolidating as a new paradigm of management and efficiency in the use of resources, the demand for so-called open telemanagement and telemetering systems will grow.

Motivated by this vision, we invested in Modulus One – a Brazilian IoT startup with world-class technology. Its open IoT platform is already being applied with great success in public lighting networks.



With clients such as Ambev, Cola-Cola and PetroReconcavo, the company offers sustainable and scalable solutions, delivering energy efficiency, control and savings in processes for industries, but also retail and supermarket chains, logistics and distribution centers, concessionaires, road concessions, airports, ports and even cities.


When we look at the advent of 5G so close to being implemented in the country, we are even more excited that the applicability of this IoT concept will be even greater. By being able to transmit high definition images on the network, telemetering and remote management devices will be able to be equipped with cameras and empowered with computer vision and artificial intelligence solutions.


The level of resource management may include factors such as pollutant identification, accident risks and defect visualization, to mention just a few examples. In addition, the cost of implementing the infrastructure will continue to fall, expanding the market for more and more applications.


We hope that more and more companies like Modulus One will emerge.

Artigo de
Arnaldo Faissol

Investidor com ampla experiência em finanças, empreendedorismo e tecnologia.