SUMA

Latin America, Software & Services

Modern finance platform powering SMBs across Latin America.

“As we scale our platform across Latin America, we needed a partner that understood both the complexity of the region and the opportunity in building long-term solutions for underserved businesses. PFG has been that partner, supportive, flexible, and truly aligned with our growth.”

- Matt Cole, CEO, SUMA

SUMA provides mission-critical financial management software for small and medium-sized businesses across Chile, Mexico, and Argentina. Through its local brands—Nubox, Colppy, and Bind—SUMA delivers a comprehensive SaaS platform that includes accounting, electronic invoicing, payroll, and tax compliance. With more than 125,000 SMBs administrated on its platform, SUMA has become an important digital backbone for LATAM’s SMB economy. 

Capital to Scale and Consolidate 

PFG partnered with SUMA to support the company’s regional expansion and product development roadmap. The initial facility helped SUMA stabilize and scale its high-growth operations in Mexico and Argentina, while maintaining positive EBITDA in its core Chilean market. A follow-on facility provided additional liquidity for add-on acquisitions and enhanced strategic flexibility as the company continued to expand its footprint across Latin America. 

Backing a Market Leader 

SUMA’s growth has been underpinned by strong unit economics, with efficient CAC payback, growing ARPU, and a platform-wide strong ARR. The company is backed by Riverwood Capital. As a long-term partner, PFG is proud to support SUMA’s mission to digitize and empower Latin America’s underserved SMBs with modern financial tools. 

No compensation was received by any individual or company for their views and thoughts expressed. The individuals or companies are not investment advisory clients of PFG.

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