“Optiks was key in advising us on advanced financial strategies that propelled our business forward.”
Sebastián RualesCEO, BIA01
Raise equity in Mexico
We get your company investor-ready before the first meeting, then advise you through term sheet and close, whether it is a Series A or a growth round. You get a three-to-five-year driver-based model, 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, depending on how ready your numbers are.
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 in Mexico: venture debt and credit
If your company already has predictable revenue, not every capital need calls for a new round. We size, structure and negotiate debt that fits your cash cycle: venture debt, credit facilities and working capital lines to fund inventory, receivables or a loan book without giving up more equity than you should. The lender map covers banks, venture debt funds and private credit in Mexico, the region and the US, with rate, tenor, warrants and covenants side by side. Typical timeline: 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 tech company in Mexico
Whether a buyer has approached you, you plan to sell in a year or two, or you want to know what the company is worth, we start with valuation: DCF, trading comparables and precedent transactions. Then we prepare the company, map strategic and financial buyers in Mexico, the region and beyond, and stay with you through LOI and SPA negotiation to closing. If the company is a fintech authorized by the CNBV under Mexico's Fintech Law, or holds another financial license, buyers will look at that first, so the process prepares it before due diligence. A competitive sale process typically 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$50M
BUYERS35 mapped
04
Fractional CFO and FP&A in Mexico
When the monthly close takes too long or the board asks for numbers you build by hand, we run the finance function with your team: monthly close and reporting, budget and forecast, KPI dashboard, board package, pricing and capital allocation, and regular sessions with a senior CFO. For many companies it replaces a full-time CFO until the business needs one in-house; for others, it adds capacity to the CFO they already have. If you run several entities or countries, such as Mexico and Colombia or a US holding company, we consolidate them into one monthly package. We work with NetSuite, QuickBooks, Odoo and other ERPs, and the process is in place within the first 90 days.
Deliverables
See Internal capital strategies →- Monthly close and reporting
- Budget and forecast
- KPI dashboard
- Board package
- Pricing and capital allocation
- Strategic sessions
MONTHLY REPORTING · US$MILLUSTRATIVE
REVENUE4.82+6.1% vs budget
EBITDA0.6112.7% margin
CASH7.4019 mo runway
OPEN ITEMS3to review
CLOSE6 days
ENTITIES4
BOARD PACKMonthly
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.
Working across Latin America? See our Latin America page →
FAQ
Common questions
Which firms advise scaleups in Mexico on raising capital or selling the company?
Optiks is one of them. From its office in Monterrey, it advises technology scaleups with more than US$5M in revenue on raising equity or debt, selling the company and adding a fractional CFO. Its clients in Mexico include Kredi.
What is a fractional CFO, and when does a scaleup need one?
A senior CFO who works with the company part-time, without a full-time hire. It makes sense when the monthly close drags on, the board asks for numbers built by hand, or the company opens new entities or countries.
What is venture debt, and when is it a better fit than an equity round?
Debt for growing technology companies, often with warrants attached. In Mexico it comes from venture debt funds, specialized units at some banks and private credit providers. It fits when revenue is predictable and the capital is needed to grow, fund receivables or inventory, or extend runway without excess dilution.
How does a Mexican scaleup get ready for a round with US investors?
Early: ideally three to six months before meeting investors. US funds look for a financial model consistent with the metrics, cohorts and unit economics, an organized data room and a story built on the numbers, all in US dollars.
How do you sell a tech company in Mexico, and who buys?
Through a competitive process: valuation, materials and data room, confidential outreach to buyers who sign an NDA, offers, negotiation, due diligence and closing, in about six months. Buyers can be strategic (companies in the sector, in Mexico or abroad) or financial (funds), from the region, the US or other markets.
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.
Does Optiks have an office in Mexico?
Yes, in Monterrey (IOS Offices Arboleda, San Pedro Garza García). From there it works with companies across Mexico, such as Mexico City or Guadalajara, as well as Colombia, the rest of Latin America and the United States.
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.