Jose Garcia de Garza

Director Project Finance @Kumu

Mexico City, MX

Responsibilities:• Conduct financial analyses to assess the feasibility of projects.• Develop and optimize financial models adapted to the needs of each startup.• Collaborate with entrepreneurs to create business plans and financial forecasts. • Identify funding sources and assist startups in the fundraising process.• Provide advice on risk management and financial structuring.• Work collaboratively with other professionals to deliver a holistic package of services to clients.• Develop Key Performance Indicators (KPIs) and Key Objectives and Results (OKRs) that align with financial goals.Main Achievements:• FITNESS/WELNESS CENTER (Aug 2023 - current). I currently help a gym as interim head of finance and raised USD for its launch.• WELLNESS E-COMMERCE PLATFORM (Feb - Oct 2023). Interim Head of Finance and helped secure a USD investment with an additional conditional on the fulfillment of specific conditions.• REAL ESTATE PRIVATE DEBT FUND (Dec 2022 - Jun 2023). Led the effort in successfully securing a $5 million funding round.• MEXICAN CIGARS BRAND (Feb - Nov 2022). Developed the financial model and pitch deck for a new Mexican cigar brand for a USD $1 million pre-seed funding round.• CHEMICAL PLANT (Feb 2021). Contributed to a transaction value of USD $2.5 million, demonstrating financial forecasting and investment analysis for industrial projects.• PERSONAL CARE PRODUCTS BRAND (May 2020 - current). Conducted a valuation for a natural personal care products company during internal restructuring and continued to provide ongoing financial planning support.

Tecnológico de Monterrey

Bachelor's degree, Economics and Finance

Corporate Finance Institute® (CFI)

Financial Modeling & Valuation Analyst