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- CFA charterholder - Private Equity / Investment Banking Senior VP - Ex-Credit Suisse and PwC - 10-year track-record in M&A and leveraged finance - International experience (Brazil, Europe and USA) Brief overview: Lucas is a CFA charterholder with a 10-year Investment Banking & Private Investments background. His career was developed at top-tier institutions such as Credit Suisse, Banco Votorantim and PwC. He holds a bachelor’s degree in business from FGV-RJ and speaks English, Portuguese (fluent); German (advanced) and Spanish (intermediate). Lucas’ contributions to society include: (i) a finance Youtube channel(1), through which he teaches finance to entrepreneurs and students; and (ii) finance-related lectures, classes and mentorship at universities, and finance schools and groups. Core skills include: - PowerPoint presentations (Information Memorandum, Pitchbook, business plan, etc.) - Financial analysis and modeling - Valuation - Strategic business advisory - Business Plan Writing - Deal presentation

You are immersed in your context, which means you know a lot. The challenge is how to distill that in the best way. I’m Stephanie, a strategic communications consultant and presentation designer with 9+ years of experience across startups and global consultancies in 10+ countries and 12+ industries. After years building strategies and operations from scratch, and communicating them to generate motion, my expertise nowadays is to help founders and leadership teams structure and communicate ideas, brands, business models, and strategic plans. I’ve designed executive, organizational, fundraising, branding and revenue communication assets and strategies across: - Accenture (executive alignment & transformation communications) - Alice Health (team enablement, training systems, operational narratives) - Arvo AI (sales storytelling & narrative positioning) - Chime (US) (internal leadership communication & culture/engagement messaging) - Rare Inc. (fundraising messaging & impact storytelling) - Founder-led startup companies (fundraising, pitch deck, partnerships, brand story, internal engagement, executive comms — slides and docs, market research) What I deliver: ✔ Executive communication & strategic messaging and final assets (slides, docs, pitch decks, etc) ✔ Team alignment & enablement materials ✔ Sales, fundraising, and organizational storytelling ✔ Narrative systems for internal culture and external brand How my working process looks like: I’m highly adaptable to your needs and stage. Over time, I developed my own framework: 1. Deep Dive I ask questions and dive deep on your business, story, or goal. You give me answers, information, previous materials and brand assets when available. 2. Strategy Before anything is designed and finalized, I make sure we're clear on the goals, audience and overall approach of the presentation or brand. This is the foundation to build something that actually works instead of just a final ineffective asset. 3. Storytelling Based on theoretical frameworks and my expertise over time, I create a story with whatever works best: golden circle, hero narrative, a slide-by-slide structure; I define core messaging, what from raw materials and original inputs supports it, and what new inputs are needed to effectively achieve the goals. 4. Design I develop visual design that serves the content rather than competing with it, creating a coherent piece of work with both the brand and the story and strategic goals involved. I use AI strategically, as a tool for: ✔ research synthesis ✔ narrative refinement ✔ decision-making clarity ✔ communication system design If your idea, venture, or organization needs to build decks, docs or other assets that align vision, message, and execution, let’s talk. Skills: Strategic Communications • Narrative Design • Executive Communication • Leadership Messaging • Organizational Communication • Change Management Communication • Internal Communications Strategy • Team Alignment • Culture Enablement • Storytelling for Business • Brand Narrative Development • Thought Leadership • Strategic Facilitation • Enablement Playbooks • Stakeholder Alignment • Strategic Deck Design • Fundraising & Impact Storytelling • Market Research Synthesis • AI-Augmented Content Strategy • Pitch Deck • Partnership Deck • Sales Deck • Market Research and Analysis • Business Analysis • Visual Design • Graphic Design

📈 Economics/Finance/ Fintech/ Equities 💱 Forex/Stock Market ⛓️ Blockchain/Crypto I help financial institutions, fintech companies, brokers, publishers, and digital platforms develop high-quality content and localization for Brazilian and international audiences. Financial content writer, EN/PT-BR financial localization specialist, and equity analyst with experience across traditional finance, personal finance, capital markets, trading platforms, fintech, and digital assets. Throughout my career, I have worked with companies and publications such as Octa, Mitrade, Seeking Alpha, Shopify, Remitly, FBS, and Cryptonews, delivering content and localization projects that support user acquisition, engagement, education, and brand credibility. My work includes market news, investment analysis, editorial content, and SEO-focused articles tailored to both global and local audiences. ✅ What I provide: • Financial content writing in English and Brazilian Portuguese • EN/PT-BR localization for financial products and platforms • Post-AI editing, revision, and optimization of texts, articles, posts, and courses • Editorial support for investor-facing, product-facing, and educational content • Alignment of terminology, tone of voice, and messaging with local market expectations 📚 Experienced in subjects such as: • Stocks, ETFs, and equity research • Personal finance and wealth-building content • Macroeconomics and market commentary • Forex, CFDs, and trading platforms • Financial journalism and investment-focused editorial work • Fintech, payments, and digital assets What differentiates my work is the combination of linguistic expertise and direct market knowledge. In addition to my background in writing and localization, I actively work with financial analysis and investment content, which allows me to approach complex material with the technical precision, commercial awareness, and contextual judgment expected in the financial sector. Despite being highly proficient in the Financial sector, you can rest assured that my experience and capability to deliver a professional EN/PT-BR translation within other fields are also guaranteed. ----- Tools: • Microsoft Office/Google Docs, Sheets • Phrase, Crowdin, MateCat, SmartCat, MemoQ • ChatGPT • WordPress • Canva • WordPress Translation plugins: WPML, Polylang, LocoTranslate

Economist from Fluminense Federal University, Brazil and Master in Business Administration and Finance from COPPEAD School of Business – Federal University of Rio de Janeiro, Brazil. I’m a CFA charterholder, having passed all three levels in the first attempt. Throughout my 13 years of experience working in the financial area, I have directly engaged in activities related to Corporate Finance and Financial Markets, as Portfolio Management, fundraising through capital markets, defining the optimal capital structure, modeling of the Balance Sheet, Income Statement, and Cash Flow, as well as multi-year budgeting, short and long-term cash flow projections, valuation, and M&A projects (investments and divestments). Education • CFA Institute (Chartered Financial Analyst) CFA charterholder - Completed in February/2025. • Master Degree Business Administration – Focus in Finance, COPPEAD School of Business – Federal University of Rio de Janeiro (March 2014 – August 2016) - concluded. • Bachelor Economics – Fluminense Federal University (March 2008 - December 2011) – concluded. Languages Portuguese: Mother tongue English: Upper Intermediate (B2-C1 Certified by Oxford House College -Toronto – November 2023) Spanish: Basic. Professional Experience Sulamérica S/A (Rede D’or São Luiz since December 2022) – December 2015 – July 2023 (Largest player in the Brazilian Healthcare sector –Hospitals and Insurance Company) Financial Manager (July 2019 – July 2023) As a Financial Manager overseeing teams of 5 to 10 people, I held responsibility for the Investment Portfolio of the largest healthcare company in Brazil (approximately R$ 20 billion). I used to make investment decisions in conjunction with the SulAmerica's Asset Management firm, allocating assets across a diverse range of Equity, Fixed Income, and Multimarket funds and monitoring market risk using VaR, Stress and Loss Stop metrics. I also served as the lead for fundraising through issuances in the Brazilian capital market and bank credit summing up to R$ 3.4 billion. I have always maintained direct contact with the management, regularly submitting materials to the Board of Directors. Additionally, I participated in Investment Committee meetings at SulAmérica S/A, alongside directors and the majority shareholder. After the acquisition of SulAmérica by Rede D'or, I played a direct role in the integration between the companies with a focus on synergies and took on responsibility for the Investment Portfolio of the Rede D'or group. Other responsibilities in this role: • Managing Indebtedness and Company Rating • FP&A of Investment Portfolio • Asset Liability Management (ALM) • Short-term cash management • Fulfill of regulatory needs (Brazilian Regulatory Agency for Private Health Insurance and Plans, Superintendence of Private Insurance of Brazil, Central Bank of Brazil, Securities and Exchange of Brazil) • IFRS 9, IFRS 16 e IFRS 17 (discount rate) • Multi-year budget • Footnotes related to investment portfolio and indebtedness Investment Consultant (March 2018 – July 2019) • Debenture Issuance of R$ 700 million • Relationship with rating companies; • Implement of Capital Plan (capital structure) • Long-term forecast of financial results Senior Financial Analyst (December 2015 – March 2018) • Cash Flow: actual x budget • Short- and Long-Term cash flow forecast • Equity transactions between companies of SulAmérica Group • Analysis of balance sheet, income statement and cash flow statement • Valuation • Cash Flow budget • Support on M&As projects • Implement of minimum cash rules CR2 Empreendimentos Imobiliários S/A – May 2010 – January 2014 (Real Estate Company) Investor Relations and Financial Planning Analyst (May 2010 – May 2012 as an Intern and May 2013 – January 2014 as an Analyst) • Forecast of balance sheet, income statement and cash flow statement • Economic feasibility studies • Earnings Release and footnotes • Managing of American Depositary Receipts • Relationship with shareholders and partners Treasury Analyst (May 2012 – May 2013) • Cash Management • Portfolio allocation • Equity transactions between companies of CR2 Group • Indebtedness management Opção Consultoria – June 2009 – May 2010 – Financial Consultant (Junior Firm of Economics from Universidade Federal Fluminense) Additional Information • English Course: Oxford House College, Toronto (Upper Intermediate); Cultura Inglesa and Corporate English (PROLEM – UFF) – Completed • CPA 20 Certification (Brazilian Association of Financial and Capital Market Entities) • Excel: Advanced • Bloomberg and Quantum Finance: Basic • Hyperion / Smart View / EPM Cloud • Accenture Risk Control • PeopleSoft

With over 10 years immersed in the banking world, my roles have included everything from data entry and administrative support to institutional management at the second-largest bank in the country. Subsequently, my journey as a trader has allowed me not only to understand market movements but also to develop an intuition for identifying opportunities and managing risks effectively. I analyze macroeconomic data and market trends to achieve above-average results in trading stocks and futures. Additionally, I love sharing my knowledge and passion for the financial market. As a content creator, I have the opportunity to simplify complex concepts and make them accessible to the public. Whether through an educational video or an informative article, my goal is always to provide engaging and enlightening experiences, fostering solid relationships. After all, at the end of the day, it all comes down to the people and the connections we make.

I build top-tier financial models that drive decision-making for companies, startups and funds. 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗺𝗼𝗱𝗲𝗹𝗶𝗻𝗴 - Entrepreneurial finance: business plans, pro-formas, cap tables, startup models, liquidity waterfalls - Real estate finance: residential, commercial, hospitality & resorts, leveraged acquisitions - Structured finance: asset-backed securities, consumer credit, corporate credit, data tape analysis - Investment banking: M&A, IPO models, valuation, debt restructuring - Private equity & venture capital funds: fund model, investment logs, exit analysis 𝗥𝗲𝗰𝗲𝗻𝘁 𝘄𝗼𝗿𝗸 𝗯𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱 - Venturama: currently leading a boutique M&A / financial advisory practice, having consulted over $100M+ in investments across multiple asset classes - Cambridge Global Executive MBA: currently pursuing an MBA at Cambridge, focusing on leadership, strategy, and venture capital within Silicon Fen. - Experian Ventures: led for 4 years Experian’s LatAm Corporate Venture Capital fund, managing $20M+ in investments and driving strategic innovation. If my expertise aligns with your needs, please the green ‘Hire/Invite’ button at the top of this page so we can get started.