Raise equity: walk into your round prepared.

We get your company investor-ready before the first meeting, then advise you through term sheet and close.

Schedule a strategy callHow it works
WHO IT'S FORTech companies preparing a Series A or growth roundUS$5M+ in revenue, in Latin America or the USPlanning to raise in the next 6 to 12 months

WHEN IT MAKES SENSE

The round is won before the pitch.

01

You plan to raise in the next year

The best time to prepare is before investors ask. Rounds move faster when the numbers are ready.

02

Investors ask for numbers you build by hand

Cohorts, unit economics and projections should come from one model, not from a new spreadsheet each meeting.

03

You want to raise on your terms

Preparing early lets you choose timing and investors instead of raising under cash pressure.

WHAT YOU GET

Everything an investor will check, ready before they ask.

We build the materials with your team and advise you at every stage, from the first meeting to the closing documents.

Financial model

Three to five years, driver-based, consistent with your metrics.

Data room

Organized and complete for due diligence.

Investor narrative

Equity story and deck review, built on your numbers.

Valuation and round structure

Size, instrument and dilution scenarios.

Investor landscape

Which funds fit your stage, sector and geography, so you know who to approach.

Term sheet review

We help you evaluate terms and prepare for due diligence.

HOW IT WORKS

From first call to signed term sheet in about 20 weeks.

Typical timeline. It depends on how ready your numbers are when we start.

STARTW5W10W15W20
1

Diagnose

We review your numbers, metrics and story against what investors will ask.

W1–4
2

Prepare

Model, data room and narrative, built together with your team.

W3–9
3

Advise

Preparation for each investor meeting and its follow-up questions.

W9–17
4

Close

Term sheet review and due diligence support.

W17–20
GOFEST 2026 · Raising capital for hardware when VCs only want software.

FROM OUR CLIENTS

“Optiks was key in advising us on advanced financial strategies that propelled our business forward.”
Sebastián Ruales
Sebastián Ruales
CEO, BIA · US$26M+ raised
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FAQ

Common questions

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.

When should we start preparing?

Ideally three to six months before you plan to meet investors. That leaves time to fix what the numbers show before anyone else sees them.

Do you replace our finance team?

No. We work with your team and leave the model and processes in place so they keep running after the round.

Which markets do you cover?

Tech companies in Latin America and the United States, from our offices in Bogotá and Monterrey.

What do you need from us to start?

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

Planning a round? 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.
Schedule a strategy call

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