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FINTECH IMPACT INVESTING
SMB LENDING PLATFORM TO LATINO-OWNED BUSINESSES
Financial Intermediary - San Juan, Puerto Rico
U.S. Lending Operation - Domestic U.S.
Engaged to partner with founding billionaire investor / managing partner of a top 3 PE firm ($50B+ AUM) to explore and make recommendations on near- and off-shore growth opportunities between Puerto Rico and the United States.
Start-up Advisor | Concepting, Financial Engineering & Operating Strategy
Explored SMB lending platform making loans to Latino-owned businesses (LBO’s)—supporting the largest and fastest growing under-banked business segment in the U.S.
Advising includes entity structuring to maximize Puerto Rico tax incentives including city location for new center. Additionally, developed feasibility study including tech stack requirements, source and cost-of-funds, compensation analyses, and proforma P&L development.
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