Hire the Best Corporate Strategy Specialists in Lisbon, PT

15 years of experience in financial modelling, M&A, valuations, business planning, financial due diligence, funding sourcing and pitch presentation. Former Deloitte Senior Manager (M&A and corporate finance division) and entrepreneur and business founder. My professional path: ✅Helped more than 300 clients ✅Advised on more than USD 1 billion deals ✅Performed more than 200 valuations and financial models ✅Jobs ranging from SME to large international groups ✅Was FP&A top director of a major healthcare group ✅I am an entrepreneur and business founder (I know your struggles!) Project's portfolio: ✅Financial modelling ✅Valuations (enterprise & assets) ✅Business plans & feasibility studies ✅M&A (both buy and sell side) ✅Confidential information memorandum (CIM) ✅Financial due diligence ✅Independent business reviews (IBR) & reestructuring ✅Fractional CFO ✅FP&A advisory ⚡I am 100% committed with client satisfaction and in bringing value to you. ⏩ Want to take your business to the next level? Message me to get started!

Turn your business ideas into professionally managed realities. I help new and established companies, consortiums, and organizations launch successful business initiatives through strategic planning, financial modeling, compelling presentations, and professional project management. 𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎 𝐍𝐞𝐰 𝐕𝐞𝐧𝐭𝐮𝐫𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 & 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐥𝐚𝐧𝐬 - Complete business plan development for new ventures and expansions - Market analysis, competitive positioning, and go-to-market strategy - Financial modeling and revenue projections - Risk assessment and mitigation planning 𝐒𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐀𝐥𝐢𝐠𝐧𝐦𝐞𝐧𝐭 & 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭 - Board presentations and investor pitch decks - Stakeholder workshops and alignment sessions - Grant applications and funding proposals - Sales presentations and partnership proposals 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐢𝐧𝐠 - Joint venture structuring and partnership strategies - Digital transformation and tech venture launches - Business case development for new initiatives - Strategic recommendations and implementation roadmaps 𝐑𝐄𝐂𝐄𝐍𝐓 𝐒𝐔𝐂𝐂𝐄𝐒𝐒 𝐒𝐓𝐎𝐑𝐈𝐄𝐒 - Real Estate Consortium: Developed joint venture marketplace strategy and pitch deck. Secured stakeholder alignment across 4 companies and successfully presented to sponsors. - Educational Venture: Currently helping establish real estate brokerage school. Creating business plan, financial models, and pitch materials for launch. - Non-Profit Expansion: Wrote grant applications for new program launches, securing funding for innovative community initiatives. - Corporate Innovation: Led business case development for tech optimization projects at Fortune 500 companies during Deloitte tenure. 𝐈𝐍𝐃𝐔𝐒𝐓𝐑𝐈𝐄𝐒 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇 - Real Estate: Development, brokerage, property management, PropTech ventures - Tech Startups: SaaS platforms, marketplace development, developer tools, B2B software - Retail: E-commerce expansion, omnichannel strategy, retail technology ventures - Public Sector & Non-Profit: Grant applications, program expansion, social ventures, government partnerships - Professional Services: Consulting firms, PR agencies, marketing services, educational ventures 𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐆𝐄𝐓 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 - Clear vision and mission alignment across stakeholders - Comprehensive market and competitive analysis - Realistic financial projections and business modeling - Implementation roadmap with milestones and KPIs 𝐂𝐨𝐦𝐩𝐞𝐥𝐥𝐢𝐧𝐠 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬 - Executive summaries and pitch decks for investors/boards - Grant applications and funding proposals - Sales presentations and partnership materials - Stakeholder alignment workshops and facilitation 𝐈𝐦𝐩𝐥𝐞𝐦𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 - Go-to-market strategy and sales approach - Partnership structuring and joint venture agreements - Risk management and contingency planning - Ongoing strategic advisory as needed 𝐖𝐇𝐘 𝐂𝐇𝐎𝐎𝐒𝐄 𝐌𝐄 ✓ Big-4 Training: Deloitte background in business case development and strategic consulting ✓ Cross-Industry Experience: Real estate, non-profit, corporate, and tech venture expertise ✓ Stakeholder Whisperer: Expert at aligning diverse groups around common vision ✓ Results-Driven: Focus on presentations that secure funding and business plans that work ✓ Fast Turnaround: Complete projects in weeks, not months 𝐏𝐞𝐫𝐟𝐞𝐜𝐭 𝐅𝐨𝐫 - Established companies launching new business lines or ventures - Real estate firms expanding into new markets or services - Non-profits seeking funding for new programs or social ventures - Professional service firms developing new offerings or educational programs - Consortiums and partnerships needing alignment and strategic direction 𝐑𝐄𝐀𝐃𝐘 𝐓𝐎 𝐓𝐔𝐑𝐍 𝐘𝐎𝐔𝐑 𝐕𝐈𝐒𝐈𝐎𝐍 𝐈𝐍𝐓𝐎 𝐀 𝐅𝐔𝐍𝐃𝐄𝐃 𝐑𝐄𝐀𝐋𝐈𝐓𝐘? 𝐌𝐄𝐒𝐒𝐀𝐆𝐄 𝐌𝐄 𝐖𝐈𝐓𝐇: - Your organization and the new venture opportunity - Your biggest challenge (strategy, funding, stakeholder alignment, or market entry) - Your timeline and immediate needs "We had the pieces but couldn't put them together into a compelling story. He facilitated our strategy, aligned our partners, and created a pitch that got us funded." - Real Estate Consortium Leader

Jackie is a former Bain & Company consultant and experienced strategy leader who has spent the past five years as an independent consultant. She has delivered projects for Fortune 500s, PE-backed companies, and high-growth ventures, with a focus on large-scale transformations, growth strategy, pricing, market entry, and M&A due diligence. At WeWork, she launched the transformation to close a $1B EBITDA gap, led entity restructuring that delivered $100M in savings, built new revenue streams, and developed the company’s first enterprise data strategy. Her recent work spans: Transformation & Turnaround – enterprise restructuring, KPI standardization, planning, and QBR design. M&A & Due Diligence – commercial and operational diligence, post-merger integration, and portfolio strategy. Growth Strategy – market sizing, new business models, GTM strategy, and pricing/packaging optimization. AI & Emerging Tech Impact – financial modeling of AI’s market and internal effects, including market sizing, competitive mapping, GTM opportunities, and ROI-driven business cases. Jackie holds an MBA from Columbia University.

Investment banking services for startups and SMEs so founders and C-level can concentrate on managing their business. - Fundraising & Investment Banking: guidance throughout the fundraising journey, preparing for the next funding round, and offering strategic support for different types of transactions. - Fractional CFO: 1) senior level support in corporate finance & strategy, 2) financial modeling & valuation, 3) board, lender & investor engagement, 4) diagnosis of financial health & performance improvement, 5) expansion strategy & M&A advice Nicolás is a seasoned professional in growth equity, impact investing, and banking, with over a decade of experience at global institutions such as Rabobank and the IFC (private arm of the World Bank Group). He has worked across Mexico, LatAm, and the Iberian Peninsula, partnering with 30+ companies, from early-stage startups to publicly traded corporations. His expertise spans M&A, private debt, and private equity, with a total exposure exceeding USD 1.5 billion. He holds a B.Sc. in Industrial Engineer with a minor in Business Administration / Entrepreneurship from Universidad de los Andes (Colombia), and passed CFA Level II.