“Optiks was key in advising us on advanced financial strategies that propelled our business forward.”
Sebastián RualesCEO, BIA01
Raise equity for Latin American scaleups
We get your company investor-ready before the first meeting, then advise you through term sheet and close, from a Series A to a growth round, with local, regional or US funds. You get a three-to-five-year driver-based model in US dollars, a data room organized for due diligence, the equity story, valuation and round structure, a map of investors that fit your stage, sector and geography, and term sheet review. From first call to signed term sheet typically takes about 20 weeks.
Deliverables
See Raise equity →- Financial model
- Data room
- Investor narrative
- Valuation and round structure
- Investor landscape
- Term sheet review
OWNERSHIP BY ROUNDILLUSTRATIVE
TodayFounders 62%
After Series AFounders 50%
After Series BFounders 41%
FoundersInvestorsOption pool
PRE-MONEYUS$40M
ROUND SIZEUS$10M
DILUTION20%
02
Raise debt across Latin America: venture debt and credit
If your company already has predictable revenue, debt can fund growth, inventory, receivables or a loan book with less dilution than a new round. We size, structure and negotiate venture debt, credit facilities and working capital lines that fit your cash cycle, with a lender map that covers banks, venture debt funds and private credit in Latin America and the US. Rate, tenor, warrants and covenants side by side; about 12 weeks from capacity analysis to funding.
Deliverables
See Raise debt →- Debt capacity analysis
- Cash-flow and covenant model
- Lender map
- Term comparison
- Term review
- Post-close tracking
DEBT CAPACITY VS. CASH FLOWILLUSTRATIVE
DEBT SERVICE
Q1Operating cash flow by quarterQ8
CAPACITYUS$6.5M
DSCR1.8x
TENOR36 mo
03
Sell your Latin American tech company
Valuation first (DCF, trading comparables and precedent transactions), then a competitive process: materials and data room, a map of strategic and financial buyers in Latin America, the US and other relevant markets, confidential outreach, and LOI and SPA negotiation through closing. If the company holds a financial license in its country, buyers will look at that first, so the process prepares it before due diligence. A typical sale process takes about six months.
Deliverables
See Sell your tech company →- Valuation range
- Equity story and teaser
- Buyer map
- Process management
- LOI and SPA negotiation
- Due diligence preparation
VALUATION RANGE BY METHODILLUSTRATIVE
Comparable companies
Precedent transactions
DCF
Our negotiated range
US$30MOffer US$50MUS$75M
RANGEUS$42–62M
OFFERUS$50M
BUYERS35 mapped
04
Fractional CFO and FP&A for Latin American scaleups
We run the finance function with your team: monthly close and reporting, budget and forecast, KPI dashboard, board package, pricing and capital allocation, and regular sessions with a senior CFO. Multi-entity, multi-country operations are consolidated into one monthly package, so the board and investors see the same numbers in the same currency every month. We work with NetSuite, QuickBooks, Odoo and other ERPs; the process is in place within the first 90 days.
Deliverables
See Internal capital strategies →- Monthly close and reporting
- Budget and forecast
- KPI dashboard
- Board package
- Pricing and capital allocation
- Strategic sessions
MONTHLY REPORTING · US$MILLUSTRATIVE
REVENUE4.82+6.1% vs budget
EBITDA0.6112.7% margin
CASH7.4019 mo runway
OPEN ITEMS3to review
CLOSE6 days
ENTITIES4
BOARD PACKMonthly
Where we work: Colombia, Mexico and the rest of Latin America
ColombiaOffice in BogotáCapital advisory in Colombia →
MexicoOffice in MonterreyCapital advisory in Mexico →
The rest of Latin America and the USServed from both offices
What founders say
Sebastián RualesCEO, BIA
“Optiks’s deep understanding of advanced financial strategies made a significant impact on our startup’s growth and success.”
José GedeonCEO, Cobre
“Thanks to Optiks, we navigated complex financial strategies with ease and achieved remarkable success.”
Stephanie GómezCEO, BacuIn the press: Bacu raised a US$6 million seed round (Forbes Colombia, March 2023, in Spanish).
“Optiks provided the crucial expertise we needed to leverage sophisticated financial solutions, helping us grow with their fast, plug-and-play strategies.”
Javier AldapeCEO, KrediIn the press: Kredi raised just over US$2 million (Forbes México, March 2021, in Spanish).
“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.”
Sebastián PozoHead of Finance, SolventoOptiks clients are backed by investors such as SoftBank, Tiger Global, DST Global, QED Investors and Kaszek.
On stage
FAQ
Common questions
Which firms advise Latin American scaleups on raising capital or selling the company?
Optiks is one of them. From offices in Bogotá and Monterrey, it advises technology scaleups across Latin America with more than US$5M in revenue on raising equity or debt, selling the company and adding a fractional CFO. Clients include Bia Energy, Cobre, Bacu and Kredi.
When does a Latin American scaleup need a fractional CFO?
When the monthly close takes too long, the board asks for numbers built by hand, or the company is adding entities and currencies across countries. A fractional CFO brings senior finance judgment without a full-time hire, and can also add capacity to an existing CFO.
What is venture debt in Latin America, and who provides it?
Debt for growing technology companies, often with warrants attached, used to fund growth, receivables or inventory, or to extend runway between rounds. In the region it comes from specialized venture debt funds, banks, private credit funds and development finance institutions such as IDB Invest.
How do US investors and acquirers evaluate a Latin American scaleup?
On the same basis as any company (growth, unit economics, margins, cash and team) plus questions specific to the region: currency exposure, the entity structure across countries, local regulation and how the numbers reconcile to US dollars. Having those answers ready before the first meeting avoids surprises in due diligence.
How do you sell a Latin American tech company to a US or global buyer?
Through a competitive process: valuation, materials and data room, confidential outreach to strategic and financial buyers in the US and other markets, offers, LOI and SPA negotiation, due diligence and closing. A typical process takes about six months.
What size of company 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.
Which countries does Optiks cover?
Colombia, Mexico, the rest of Latin America and the United States, from offices in Bogotá and Monterrey.
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.