About Optiks: capital strategies for scaleups

Optiks (Optiks S.A.S.) is a capital strategies firm for technology scaleups with more than US$5M in revenue in Latin America and the United States. It advises them on raising equity or debt, selling the company and making internal capital decisions with a fractional CFO and FP&A, from its offices in Bogotá and Monterrey. Its Director is Juan Pablo Donoso.

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US$500M+raised by Optiks clients
US$1.2B+raised by Juan Pablo Donoso, Director at Optiks
100+companies advised by Juan Pablo Donoso

What we do

Four lines, one team from preparation to close:

FoundersSeries ASeedESOP

01Raise equityRound readiness before the first meeting (the model, the data room and the story investors check), then advice through term sheet and close.Learn more →

02Raise debtVenture debt and credit facilities sized to your cash cycle, so growth gets funded without giving up more equity than it should.Learn more →

DCF

Comps

Precedents

03Sell your tech companySell-side M&A for tech founders: valuation, buyer map, negotiation and closing.Learn more →

DAYS TO CLOSE THE MONTH

04Internal capital strategiesFractional CFO, FP&A and reporting: capital allocation, pricing and the numbers your board and investors expect every month.Learn more →

Who we work with

CEOs and CFOs of technology companies with more than US$5M in revenue, in Latin America and the United States, preparing a round, a debt facility, a sale or a stronger finance function. Most of our clients are fintech and SaaS companies, along with other tech businesses.

US$5M+in annual revenue

CEO · CFOthe decision makers

Fintech · SaaSand other tech businesses

LatAm · USthe markets we cover

How we work

1One team, start to finishYou get the model, the process and the network of people who have done it from the inside.

2Advice built on live numbersEvery 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.

3Your decisions, your agreementsWe prepare and advise; the conversations with investors, lenders and buyers are yours.

4We start with your numbersA 30-minute call and your latest financials: we tell you where you stand before proposing anything.

Who leads Optiks: Juan Pablo Donoso, Director

Juan Pablo Donoso, Director at Optiks. His experience includes Rappi's finance team, with US$1.2B+ raised and 100+ companies advised.

LinkedIn profile →

“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

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

Andrés Bilbao · Co-founder, Rappi · Founder, 30X

Offices and markets

BogotáEdificio Capital Park 93, Calle 93 #11A-28Capital advisory in Colombia →

MonterreyIOS Offices Arboleda, Av. del Roble 660, San Pedro Garza García, NLCapital advisory in Mexico →

From both offices we cover Colombia, Mexico, the rest of Latin America and the United States (Latin America).

Contact: hola@optiks.com.co

Events and talks

The round is won before the pitch

The round is won before the pitch: Optiks' event series for founders since August 2026, with an edition at Colombia Tech Week (Bogotá).

GOFEST 2026: talks by Sebastián Ruales, CEO of BIA (“Raising capital for hardware when VCs only want software”); Stephanie Gómez, CEO of Bacu (“Dilute or borrow? Taking on debt the responsible way”), and Aaro Castells, Founder & CEO of Aló Credit (“On a motorbike to store #15: why the early days are so fragile”).

BBVA Spark: panel “From funding to profitability”, with Juan Pablo Donoso.

Latam Fintech Market, Barranquilla, September 2026: Juan Pablo at the event.

Clients

Optiks clients include Bia Energy, Cobre and Bacu in Colombia, Kredi in Mexico, and Solvento, Yuno, Ontop, TUL, Laika and Morado.

See clients, testimonials and press →

FAQ

Common questions

What is Optiks?

Optiks (Optiks S.A.S.) is a capital strategies firm for technology scaleups with more than US$5M in revenue in Latin America and the United States. It works in four lines: raise equity, raise debt, sell your tech company and internal capital strategies (fractional CFO and FP&A).

Is Optiks related to optical stores or eyewear?

No. Optiks S.A.S. is a financial advisory firm for technology scaleups, based in Bogotá. It does not make or sell optical products.

Who leads Optiks?

Juan Pablo Donoso, Director at Optiks. His experience includes Rappi's finance team, with US$1.2B+ raised and 100+ companies advised.

Where are Optiks' offices?

In Bogotá (Edificio Capital Park 93, Calle 93 #11A-28) and Monterrey (IOS Offices Arboleda, Av. del Roble 660, San Pedro Garza García). From there it covers Colombia, Mexico, the rest of Latin America and the United States.

What companies does Optiks work with?

Technology companies with more than US$5M in revenue, especially fintech and SaaS, preparing a round, a debt facility, a sale or a stronger finance function.

What is “The round is won before the pitch”?

Optiks' event series for founders. It started in August 2026 with an edition at Colombia Tech Week (Bogotá).

Do you raise the capital for us?

No. We prepare your company and advise you through the process. Your conversations and agreements with investors are yours: Optiks does not act as a broker and does not offer or sell securities.

How do I start working with Optiks?

With a 30-minute call and access to your latest financials. We tell you where you stand before proposing anything.

Planning a round, a debt facility or a sale? Let’s look at your numbers first.

In a 30-minute call with our team:

→We review where your company stands today.
→We tell you if and how we can help.
→You leave with a clear next step, with or without us.

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