Antonio B.
Expert strategic and financial advisor
Fractional CFO and strategic advisor to growing companies and investors. 20 years experience in Tech (Fintech, Healthtech, Edtech, SaaS, DTC), Energy, Media/Entertainment, Consumer, and across markets - North America, Europe, Asia and Middle East. Background from Strategy and Operations Consulting, Corporate Finance firms and Venture Capital. Fluent in English, French, Portuguese and Spanish. Offer both advisory and hands-on execution support in: Strategy: • Identifying and valuing strategies • Designing, developing and planning new propositions or products Operations: • Designing business operations, and launching and managing new business roll-outs • Designing and developing digital products and services Finance, capital and transactions: • Creating financial projections and plans, and developing and analysing scenarios • Improving performance, and aligning operations and costs with strategy • Producing investor documents and raising capital • Identifying and assessing acquisitions, strategic partnerships and joint-ventures Recent example engagements: Financial Modelling and Planning / Interim CFO • Interim CFO for: online travel platform, film production studio, online rental platform, membership community, retail/ecommerce company; marketing and merchandising company, mobile payments solutions company, organic skincare care company, bakery and restaurants chain; • Financial models for: medical device company, health and wellness company, games development studio, B2B lending platform, care homes operator; • Financial planning and restructuring plan for a wine producer; Capital Raising and M&A: • 10m growth capital raise for UK based landmark cultural venue and members club; • 0.5m pre-seed capital raise for AI assistant for software development; • 7m series A capital raise for payments company in travel sector; • 4m seed capital raise for activities listing and booking marketplace; • 5m seed capital raise for online lending origination and financial insights platform; • Merger of digital and mobile banking platform with B2B crypto payments platform; • Acquisitions targets mapping and screening for legal services and technology provider; • 300m acquisition of leading UK entertainment group by leading M/E media group; Venture Capital: • Portfolio analysis and investment strategy for London-based emerging VC investor (25m fund); • Medtech VC portfolio analysis and valuation (100m fund) for an investor (LP); • Investment strategy and screening for a London/New York based VC investor for multiple ventures in fintech, health sciences and gaming; • Strategy and investment memos for investments in natural resources for London-based VC - helium production, diamond exploration, medical cannabis production, energy operations; • Analysis of investment opportunities in robotics, fitness tech and cybersecurity, for San Francisco based Strategic Finance advisor; Strategy, Growth, Innovation • Business model and go to market strategy for Energy as a Service for global Energy Major; • Innovation and growth opportunities analysis for leading US wealthtech provider; • Pricing strategy as-a-service model for payments data security services company; • Performance analysis and pricing strategy of service operations for cash management technology provider;
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $396
Billed in all: $210,546$211k
$396 in the last 6 months
Earnings, last 30 days
Skill rankings: Top 27% in Business Modeling
Ranked by MRR among everyone on Upwork with the skill.
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