Provide strategic guidance to this investment firm focused on cross-border opportunities between the UK and LatAm:Advise on deal pipeline strategy, offering insights to optimize the sourcing, evaluation, and prioritization of investment opportunities.Collaborate with the investment team to identify high-growth sectors and structure investment theses.Leverage my experience in LatAm markets to expand Capricornio’s network of partnerships and uncover new opportunities.

- Leads fundraising efforts, including business plans, financial modeling, and investor negotiations.- Oversees product development using design thinking, A/B testing, and customer feedback to achieve product-market fit.

- Built the go-to-market strategy, managing partnerships, marketing campaigns, and team hiring.- Directed offline and digital marketing efforts, resulting in sustained customer engagement.- Transformed the integrated beauty clinic into a profitable business, reaching break-even within two years through strategic pivots.

In this executive role, I supported the CEO in driving company-wide strategic initiatives and fostering operational excellence across the firm.Strategic Alignment: Formulated comprehensive roadmaps and implemented OKRs across departments, ensuring alignment with company goals and improving overall operational efficiency.Project Management: Directed cross-functional initiatives, including internal process redesigns and innovation sprints, that directly contributed to revenue growth and operational improvements.Team Leadership: Led a team of 50+ personnel, ensuring effective communication and coordination across departments to meet organizational objectives.Cultural Transformation: Introduced agile methodologies at the leadership level to streamline decision-making processes and foster a culture of innovation and accountability.Communication Enhancements: Revamped internal communication strategies, fostering transparency and collaboration across all levels of the organization.

As Head of Research at DXA Invest, I led the firm’s private equity and venture capital analysis efforts, playing a pivotal role in investment decisions and portfolio management.Investment Management: Directed the allocation of BRL 80M+ across eight portfolio companies spanning diverse sectors, including crypto, agritech, retail, and consumer goods.Deal Pipeline: Managed a robust pipeline of 500+ inbound opportunities annually, implementing evaluation frameworks to streamline sourcing, financial modeling, and risk analysis.Strategic Partnerships: Built alliances with top-performing private equity and venture capital fund managers, enhancing deal flow by 30% and expanding access to high-quality investment opportunities.Negotiations & Valuation: Led valuation processes and negotiated key terms for multiple deals, ensuring alignment with DXA’s strategic objectives and delivering long-term value to investors.Team Leadership: Supervised and mentored a team of six analysts, developing rigorous investment frameworks and fostering professional growth within the team.

Worked closely with the leadership team to develop strategies that shaped Quanto’s growth in the open banking space:Designed value-based pricing strategies to optimize profitability and align with Quanto’s positioning as a pioneer in open banking.Supported the establishment of the marketing department by crafting objectives, a hiring roadmap, a social media plan, and wireframes for the company’s new website.Proposed negotiation tactics for the commercial team to secure favorable partnerships and increase deal success rates.

Played a key role in building operational foundations during Quanto’s early growth phase:Designed the customer support process for both end-users and business partners, ensuring scalability and efficiency.Created Quanto’s comprehensive playbook, detailing its business plan, organizational structure, methodologies, and policies for open banking and data security.Developed internal communication strategies and endomarketing initiatives to foster team alignment and engagement during the company’s rapid expansion.

Improved marketplace KPIs by optimizing logistics strategies for 150,000 drivers in the East Region in Brazil.Led the implementation of a national driver loyalty program, boosting retention and engagement metrics.Conducted investment analyses for new mobility solutions (e-bikes, scooters), influencing $500M+ global investment decisions.Created engagement campaigns with measurable ROI, including mass communication channels that reached 90,000+ drivers per video.

Analysed 100+ investment opportunities, developing financial models and strategic rationales.Enhanced operational efficiency in portfolio companies by redesigning supply chain models and integrating distribution centres.

Advised this family-owned dental clinic chain on strategy, finance, and marketing, driving modernization and growth:Led the transition from paper-based systems to a new ERP for CRM, inventory, and financial control, improving efficiency.Directed a complete rebranding, including a new logo, brand book, and marketing materials, enhancing market positioning.Designed and launched the company’s first website with an SEO strategy, boosting online visibility and patient inquiries.Regularly collaborated with clinic managers to optimize workflows, resulting in higher customer satisfaction and retention.