A series of meetings with some of the largest funds of private equity From the world changed the recent history of G4 Education. It was in a non-deal roadshow With names like Blackrock that Tallis Gomes, co -founder and president of the company, gave up the idea of making an IPO to finance acquisitions. The reason? Artificial intelligence. Now, running the new action plan, the company will hit its first billion in revenues and want to triple the revenue by 2027.
In an interview with InfomoneyGomes says the conversation with the background representatives made him reflect on the next steps of the teaching and management platform for entrepreneurs. “I changed the pitch And I thought, ‘I won’t talk anymore that I want to do M&A (English for mergers and acquisitions)’ because I don’t think I need to buy software. ”He argues that it makes no sense to buy software companies while AI tools are able to create low investment proprietary programs.
“In the gold race, I prefer to go out selling the shovel; I’m here selling a tool for those in the gold race,” says the executive.
Free class
Investment Course
Learn strategies to win your first million
In six years of operation, the G4 has already “sold blades” to 55,000 companies and should win its first billion in revenues in the coming days, with cash generation of $ 100 million, according to Gomes. Overcoming this milestone, the next billions should appear faster. The company projects that another $ 1 billion will be collected by the end of next year and that only one year will be needed for the third billion in 2027.
“Free market for corporate solutions”
With a business model that attracts small and medium-sized owners for courses with other entrepreneurs and executives of high growth companies, G4 has recently taken an important step to consolidate as the most selling tools to Brazilian entrepreneurs. In January, the company launched the G4 Tools, which acts as a marketplace of business solutions.
“I am the free market for corporate solutions, but a free market that teaches what buyer should acquire because, at the end of the day, if the entrepreneur enters the G4 and earning more money, he continues with me,” explains Tallis Gomes.
Continues after advertising
To enter the G4 Tools, the products and services are tested by the G4 team and, when approved, are offered at a discount on the platform. The idea is that companies give up part of the margin to access the G4 base – which earns each closed sale – and gains scale. “My customer buys cheaper and the software company has a new channel that today has 55,000 plugged companies, it’s a win.”
Marketplace was born as the third solution of G4 Education. In addition to the courses, the company offers connection with other entrepreneurs to share experiences and problem solutions in common. Only in 2025, the G4 Tools should have revenues of $ 170 million: “This surprises me a lot because I didn’t think that, in less than a year, we would create a business that responds for one third of our company,” comments Gomes. For the next 10 years, the vision is clear: Marketplace will be responsible for half of the company’s revenue.
I was going to be “shocking”
When talking about the scale gain that artificial intelligence allowed your business, Gomes comments that the G4 Tools platform was created in just 12 hours, using tools like Lovable, which creates software from voice commands: “If it was three years, I would need about $ 50 million and a year and a half to create a more or less similar business;
Continues after advertising
The G4 set up its first AI cell in 2022, “before becoming fashion”, and developed proprietary software to optimize since the pitch sales to content production.
The result was a leap of brutal productivity. In 2022, the company earned R $ 132 million with 390 employees. This year, with revenue projected at $ 500 million, the staff increased in only 10 people, reaching 400.
“We are living an era of profound transformation in society and I believe we only lived something like that when humanity managed to start producing using electricity,” says the G4 co -founder.
Continues after advertising
No hurry for IPO
Despite non-deal roadshow And constant conversations with funds, Gomes states that there are no plans for capture. “I manage $ 100 million in cash, I will raise money for?” He says. The executive comments that proximity to institutional investors is important for any entrepreneur-“umbrella you buy on sunny day,” he says-and sees in conversations a way to “oxygenate the entrepreneur’s head.”
In addition to conversations with managers, high interest rates and the current government are factors that make G4 not consider an IPO now. “As long as Brazil does not have a transition to a more supervisioned government, it forgets the market.” An eventual round of investments by private equity It would only make sense, according to Gomes, to “add intellectually”, not for money.
Meanwhile, the focus remains in Brazil. The international expansion “goes through the head, but makes no sense in the coming years” for the G4, which reaches 55,000 companies in a universe of millions of CNPJs on the national scene. “I’m just starting. I have a huge love for Brazil and I believe the best contribution I can make is here,” concludes the company’s president.
