Owl Finance & Strategy Consulting
Unshackle Your Potential
Growth Catalyst
Financial Roadmap
Strategic Blueprint
Unshackle Your Potential
You’re buried in burn-rate spreadsheets and investor questions.
I clean up the numbers and hand you an investor-ready dashboard.
You get back to building while I handle the finance story.
Your part-time CFO, ideal for early-stage startups.
Equip your startup with the tools to launch effectively, make data-driven decisions, and establish investor confidence.
Navigate expansion with confidence with robust financial insights, sound strategic planning, and financing support.
Drive long-term success with advanced financial oversight, strategic foresight, and expert support for large-scale funding initiatives.
| Deliverable | Launch | Growth | Scale |
|---|---|---|---|
| Cash-Flow Model & Forecast | 12-mo | Monthly + scenarios | 13-week rolling |
| KPI / Unit-Econ Dashboard | Manual update | Auto refresh | Real-time BI |
| Budget vs Actuals | Quarterly | Monthly | Monthly + alerts |
| Cap Table & Dilution | Static | Dynamic | Prefs + waterfall |
| Three-Statement Model | — | Included | Adv. scenarios |
| Valuation Snapshot | — | Annual | Quarterly |
| Deliverable | Launch | Growth | Scale |
|---|---|---|---|
| Go-to-Market Roadmap | 90-day | 12-mo | 18-mo |
| Competitive Analysis | Snapshot | Deep dive | Live tracker |
| Product Roadmap | 6-mo | 12-mo | 24-mo |
| Market Sizing | TAM | TAM/SAM/SOM | ROI model |
| Deliverable | Launch | Growth | Scale |
|---|---|---|---|
| Deck Support | Review | Rebuild | Investor-ready |
| Data Room | Kit | Build-out | Auto-indexed |
| Investor Updates | Template | Auto KPIs | Scripted email |
| Due Diligence Checklist | Standard | Custom | Dynamic |
| Timeline Tracker | Simple | Detailed | CRM-linked |
| Board Pack Prep | — | Pre-read deck | Auto KPI pack |
| Term-Sheet Review | Checklist | Dilution calc | Cap-table linked |
| Deliverable | Launch | Growth | Scale |
|---|---|---|---|
| CFO Calls | 1 / month | 2 / month | Weekly |
| Messaging Response Time | <24 h | <24 h | <4 h |
Targeted financial or strategic projects—clearing blockers fast.
Your sounding board and partner for confident decisions.
Simulate your pitch to investors and receive actionable feedback.
All pricing shown is for US-based companies.
Non-US-based companies should inquire about pricing for their region.
Not sure which service is right for you?
🎯 Find Your Perfect FitI am passionate about empowering individuals. With the professional world in perpetual change, entrepreneurship gives entrepreneurs the ability to gain agency and independence. My job is to ensure they have the right tools and insights to succeed.
I offer strategic and financial advice to Ohana, the first microfinancing company to drive social and economic development for Mexican families through binational microloans. It offers an alternative to remittances that strengthens communities and promotes financial inclusion.
In my previous life, I was an accomplished equity research and corporate strategy expert specializing in transforming insights into actionable investment theses. My professional journey is underpinned by nearly a decade of experience, during which I honed the intricacies of performing financial analyses, executing equity valuations, and developing corporate strategies.
“Mauricio, through Owl Finance & Strategy Consulting, blends analytical thinking, strategic leadership, and a deep commitment to purpose-driven growth.”
Victoria Díaz-Cuervo, CEO —
Ohana
Schedule a call and discover how you can accelerate your growth.
🚀 Schedule a CallSend me a message and I’ll get back to you within 24 hours.