Treinta的赌注：免费账本赢得拉美非正规商店；500万用户，6300万美元，反向转型

做的是什么生意

Treinta is a free, offline-capable Android app for Latin American microbusinesses: shops manage inventory, sales, expenses, credit and supplier invoices in a digital ledger, then add payments via its own low-cost card reader.

启动资金：US$63M raised since the August 2020 launch, including a US$46M Series A in April 2022 with PayU, Prosus, Liontree, Ethos VC, Ten13 and Enea Capital plus earlier backers Luxor Capital, Goodwater, Soma, Commerce Ventures and FJ Labs.

起因

Two Barcelona-born consultants, Lluís Cañadell and Man Hei Lou, moved to Bogotá in 2020 and launched Treinta after seeing how many of Latin America's microbusinesses ran entirely on paper and pencil; the company entered Y Combinator as it scaled.

经过

Treinta grew mainly by word of mouth among Android users and raised $63M, reaching ~350 employees and launching a marketplace that generated about $3M. As venture capital tightened, the founders reverse-pivoted: they closed the marketplace, cut marketing spending, and refocused on software plus payments — launching a low-cost card reader (COP$120,000, promo COP$85,000, 2.99% per sale) in July 2022 because 95% of platform transactions were still cash.

结果

Still running and expanding: 1.8M+ active users across 18 countries per the 2025 Startup Colombia directory, a team of 100+ across LatAm, and a public target of 2.5M active users as Treinta pushes financial-inclusion products.

可借鉴之处

免费工具获取了现有企业忽视的非正规经济，但超高速增长可能跑赢产品市场契合度：Treinta关闭了沉重的市场，保留软件，并在账本之上销售支付。