Diego Ortiz - Investment Manager, Independent Consultant

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Work Background

Bright IncStructured Finance

Nov. 2022Mexico · Remote

ClaraHead of Corporate Finance

Nov. 2021 - Oct. 2022• Worked side by side with founders in closing Series B raising USD 70m at USD 1Bn valuation; achieving unicorn status • Led and closed Clara's 1st warehouse debt facility of USD 150m with Goldman Sachs • Oversaw financial operations launch in Mexico, Brazil, and Colombia • Thought partner for Product in determining pricing, risk, cost, structure and features

ClaraFinance Lead

Oct. 2020 - Nov. 2021• 1st finance hire/14th of the company • Worked side by side with founders in closing Series A raising USD 35m • Built the finance function from scratch (accounting, treasury, capital markets, AP/AR, and strategic finance) • Developed the finance team from 0 to 15 employees

Beel Infrastructure PartnersInvestment Associate

Jan. 2019 - Oct. 2020Mexico City Area, MexicoAlternative asset manager with a focus in real assets • Execution and origination of M&A and Strategic Capital advisory work • Structured and raised a USD 90m investment vehicle (CKD) for an infrastructure & energy private debt fund • Manage and supervise the preparation of investment memoranda, management presentations, marketing pitches and other presentations

Gemex CorporativoInvestments

Jan. 2020 - Oct. 2020Mexico City, Mexico

DeloitteInvestment Banking Analyst

Sep. 2017 - Dec. 2018Mexico City Area, Mexico · Hybrid• Financial modeling for project finance and company valuation (DCF, LBO & Comps) • Assist in Sell-Side and Buy-Side transactions • Preparation of pitch materials, confidential information memoranda, and valuation reports • Company and Industry research • Target Screening

Mercedes-Benz Financial Services USA LLCFinance & Data Analytics Intern

Aug. 2016 - Mar. 2017Greater Detroit Area• Built a dashboard of expense indicators for senior management • Designed a budget model for IT compliance expenses • Developed a statistical model to track performance across Latin America • Budget and data analysis for Latin American subsidiaries • Acted as a liaison between Latin American IT departments and regional CIO • Coordinated meetings for team and senior management • Assisted with rollout of new application for Daimler Financial Services Mexico • Shadowed the risk department within MBFS