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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.
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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
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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.
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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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