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Capital strategies for scaleups in LatAm & the US

Optiks is a boutique capital strategy firm for scaleups with US$5M+ in revenue in Latin America and the United States. We work in four lines: raise equity, raise debt, sell your tech company, and internal capital strategies (fractional CFO, FP&A and board reporting). Companies that have worked with Optiks include Bia Energy, Cobre, Bacu and Kredi, and together they have raised US$500M+. Our Director, Juan Pablo Donoso, has raised US$1.2B+ and advised 100+ companies. Offices in Bogotá and Monterrey. Optiks provides financial advisory services and is not a registered broker-dealer.

  • Min project size
    $10,000+
  • Hourly rate
    $100 - $149 / hr
  • Employees
    2 - 9
  • Year founded
    Founded 2022

Service Lines
Financial Consulting
40%
Fractional CFO Services
35%

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