Fractional CFO · U.S. & Latin America
Most growing businesses in Florida between $1M and $20M+ have a bookkeeper and a tax accountant — but no one helping them think strategically about money. That's the gap we fill.
Sound familiar?
You check your bank account every morning to decide if you can make payroll. You have a good accountant — but they only show up in April. And when a bank, investor, or partner asks for financials, you scramble.
What we do
We work alongside founders and executives as a strategic partner — showing up every month, not just at tax time.
Monthly financial direction, cash flow management, KPI dashboards, and a strategic partner who knows your business inside out.
P&L models, cash flow projections, and scenario planning built for real decision-making — not just investor presentations.
SBA loan preparation, investor decks, due diligence support. We make sure your financials tell the right story when it matters most.
Legal and financial structure optimization for businesses operating in the U.S. and Colombia — including SAS formation and cross-border setup.
Advisory for businesses entering or growing in Latin America. We understand both markets — the numbers and the culture.
Business valuation, financial clean-up, and preparation for founders thinking about selling or bringing in a strategic partner.
Why Capella
Most CFO advisory firms are built by accountants. We're built by operators. Our founding team has managed commercial strategy, opened new markets, and turned negative EBITDA into positive — before ever advising anyone.
That's a different kind of financial partner.
The team
Capella was built by two operators who got tired of watching great businesses struggle with finances that didn't match their ambition — and couldn't find a financial partner who truly understood their world.
Industrial Engineer from Universidad de Los Andes. Former Commercial & Operations Manager at Provyser Logistics, where he led 30% YoY revenue growth and opened the company's most profitable location. Fluent in English and Spanish. Expertise in financial strategy, business development, and cross-border operations between Colombia and the U.S.
Former investment banking analyst at JP Morgan, where he worked on complex financial transactions and capital markets across Latin America. Co-founder of Capella Financial Advisors with deep expertise in corporate finance, capital raising, M&A structuring, and business advisory for companies operating across the U.S. and LATAM. Brings institutional-grade financial rigor to businesses that don't yet have a seat at that table.
Ready to talk?
No commitment. Just a 30-minute conversation to see if we're the right fit for your business.
Book a free call →