Your trusted financial advisor to grow the value of your company

Financial round readiness, structure your financial department, sell/buy your start-up or growing business.

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Why Optiks

The perfect combination between corporate finance and start-up financial strategy. With more than US$1 Bn in capital raisings, M&A and financial advisory in both traditional corporate as well as start-up and VC backed companies, we have developed a methodology to help you grow your company through financial strategies.

Our Services

We deliver top tier financial services for startups and growing businesses. Take your financial sophistication 5 years ahead and have total clarity of your business.

Always keep focus

Always keep the right coordinates, always keep focus

Financial Round readiness

Let us share and execute the best tools and strategies we have learned from working at Rappi and other top startups where we have participated in processes for over US$1Bn.

The CFO Methodology

Structure your financial department with the best tools and strategies from top start-ups. We will execute and give you the best in class tools so that you can have full financial optiks to manage your business whether you are a CFO or a CEO.

Tech M&A (sell or buy your tech company)

Selling/buying your company is probably the most important professional decision an entrepreneur can make. Let us give you the best practices to buy or sell your tech company at the best price.

CFO as a service products

Wether your a are a CFO and need horse power to execute critical matters or a CEO with a small team we can help you on your financial needs.

Our Clients

Our clients have a combined funding of ~US400 MM

Sebastian Ruales

Sebastian Ruales

CEO, BIA

"Optiks was key in advising us on advanced financial strategies that propelled our business forward."

US$26+ MM raised
Read more about BIA
Oscar Herrera

Oscar Herrera

CFO, Rappi

"JP was a key asset to our financial team at Rappi. I have no doubt that Optiks will be invaluable to growing companies and startups, sharing valuable financial learnings."

José Gedeon

José Gedeon

CEO, Cobre

Optiks's deep understanding of advanced financial strategies made a significant impact on our startup's growth and success.

US$25+ MM Raised
Read more about Cobre
Stephanie Gomez

Stephanie Gomez

CEO, Bacu

"Thanks to Optiks, we navigated complex financial strategies with ease and achieved remarkable success."

US$8+ MM Raised
Read more about Bacu
Javier Aldape

Javier Aldape

CEO, Kredi

"Optiks provided the crucial expertise we needed to leverage sophisticated financial solutions, helping us grow with their fast, plug-and-play strategies."

Raised US$2+ MM
Read more about Kredi
Sebastian Pozo

Sebastian Pozo

Head of Finance, Solvento

"Optiks advisory and technical expertise have been instrumental in helping us design effective growth strategies. Their deep understanding of the startup ecosystem has provided us with invaluable insights. I highly recommend them for startups and scale-ups seeking sophisticated financial planning to acelerate their growth."

Contact Us

Let us understand your financial goals and show you how Optiks, your trusted financial advisor, can help grow the value of your company.