Capital advisory for tech scaleups

Capital strategies for scaleups.

Capital strategies for technology companies with more than US$5M in revenue, in Latin America and the United States.

Schedule a strategy call Our clients

US$1.2B+raised by our Director

100+companies advised by our Director

US$500M+raised by Optiks clients

01Raise equitySeed to growth rounds
02Raise debtVenture debt and credit facilities
03Sell your tech companySell-side M&A
04Internal capital strategiesFractional CFO and FP&A

CLIENTS

What founders say.

Sebastián RualesCEO, BIAUS$26M+ raised

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

Andrés BilbaoCo-founder, Rappi · Founder, 30X

“Juan Pablo and his team know what investors look for. They are who I would trust to get a company ready.”

Stephanie GómezCEO, BacuUS$8M+ raised

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

José GedeonCEO, CobreUS$25M+ raised

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

Javier AldapeCEO, KrediUS$2M+ raised

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

Sebastián PozoHead of Finance, Solvento

“Optiks advisory and technical expertise have been instrumental in helping us design effective growth strategies. I highly recommend them for startups and scale-ups seeking sophisticated financial planning to accelerate their growth.”

SERVICES

Four ways to move your capital.

One team from preparation to close. You get the model, the process and the network of people who have done it from the inside.

FoundersSeries ASeedESOP

Raise equity

Round readiness before the first meeting: the model, the data room and the story investors check, then advise you through term sheet and close.

Prepare my round →

Raise debt

Venture debt and credit facilities sized to your cash cycle, so growth gets funded without giving up more equity than it should.

Explore debt options →

DCF

Comps

Precedents

Sell your tech company

Sell-side M&A for tech founders: valuation, buyer map, negotiation and closing, with someone in your corner who has sat on both sides.

Talk about an exit →

P&LActualBudgetVar.

Revenue1.241.18+5%

Gross margin61%58%+3pp

Opex0.920.88−4%

Internal capital strategies

Fractional CFO, FP&A and reporting: capital allocation, pricing and the numbers your board and investors expect every month.

Structure my finance team →

HOW WE WORK

Advice built on live numbers.

Every mandate runs on our own reporting technology. We consolidate your entities into one monthly package, so every decision on a round, a facility or a sale rests on current numbers, not last quarter's spreadsheet.

→ Multi-entity, multi-country consolidation
→ Connects to NetSuite, QuickBooks and Odoo
→ Investor-ready KPIs and variance analysis

Monthly closeSep 2026 · 9 entitiesPublished

Revenue4.82+6.1% vs budget

EBITDA0.6112.7% margin

Cash7.4019 mo runway

Open items3to review

EntityRevenueEBITDAStatus

Colombia1.920.31Closed

Mexico1.150.12Closed

Panama0.880.09Review

Costa Rica0.870.09Closed

Illustrative example. Figures in US$M.

LEADERSHIP

Juan Pablo Donoso, Director of Optiks

Juan Pablo built his career between large investment banks and Rappi's finance team. He knows how large companies and their investors think, and how a scaleup actually runs. That is how he helps founders build the company they set out to become, with more than 100 companies advised and more than US$1.2B raised.

“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.”

Oscar Herrera · CFO, Rappi

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