International business development and strategic advising for private capital funds and clean-energy ventures — building the investor relationships that institutional BD firms miss.
Specialized advisory for investment firms and capital allocators seeking to build presence, pipeline, and relationships in Latin American markets.
For U.S.-based investment firms seeking to build presence and develop deal flow in Colombia, Mexico, and broader Latin America.
Warm introductions and relationship facilitation with active private wealth and family office networks across key LATAM and U.S. gateway markets.
Actionable market intelligence, LP prospect identification, and strategic advisory for firms navigating emerging market expansion.
Currently retained as Strategic Consultant at Firsthand Capital Management and Strategic Advisor at H2Unity (Accelerate Hydrogen Energy), providing international business development and strategic advising across private capital and clean-energy ventures.
The through-line across both: building investor intelligence infrastructure where none exists — translating raw conference data, warm introductions, and open-source research into actionable LP profiles, outreach sequences, and fundraising strategy.
A decade of grounded sales and operational experience across banking, project management, international medtech sales, and multi-unit business operations brings an operator's perspective to work most advisors approach purely theoretically. Bilingual English/Spanish — available for retained consulting, advisory board positions, and international BD engagements across LATAM, Europe, and the Middle East.
60+ warm family office contacts · 218+ LP profiles built across six conferences — Monterrey, Bogotá, Miami, Mexico City, San Diego & Honduras
Nexivant — a proprietary, purpose-built investor-intelligence platform: 218+ LP profiles with conflict screening, priority tiers & 60-day strike lists, deployed across current engagements
Economics of Blockchain & Digital Assets — Wharton (2022) · Blockchain in Business — Columbia Business School (2022)
Family office relationships in Latin America are not built through cold email. They're built through physical presence, cultural trust, and consistent follow-through over time.
Whether you're an investment firm exploring LATAM, a fund building out your BD function, or someone looking to connect — I'd like to hear from you.
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Experiments. Concepts. Things not yet ready for the world.
Something is forming. Not ready to be named yet.
Something is forming. Not ready to be named yet.
Something is forming. Not ready to be named yet.
Something is forming. Not ready to be named yet.
Something is forming. Not ready to be named yet.
Something is forming. Not ready to be named yet.
This document contains proprietary business intelligence. Enter your email address to access the full briefing. Your access will be logged and the PROCEDA team will be notified.
"The procedure-level delivery data linked to outcomes is something we cannot get from any EHR source. At 500 cases with 12-month follow-up, this would be relevant for our program."
— Senior Director, Oncology Clinical Science · Major pharma · [name withheld]| Tier | Source | Trigger | Cost / Device | Hospital IT Required |
|---|---|---|---|---|
| Tier 1 — Device API / DICOM RT | Linac, CyberKnife, da Vinci, HDR afterloader | Procedure close or plan approval event | $0 | None |
| Tier 2 — Edge Hardware | RFA / MWA generators, OR environmental sensors | RS-232 at 1 Hz · buffers offline | $110 | None |
| Tier 3 — HL7 ADT / ORU | EHR outcome feeds (OR time, EBL, LOS, 30-day readmit) | Standard HL7 interface — existing hospital feed | $0 | Minimal |
| Tier 4 — Human Input | Clinical judgment only (histology, margin, conversion) | Post-procedure clinician entry — avg 8 fields | — | N/A |
| Vertical | Status | Sites | Auto Fields | Procedure Volume | Revenue Contribution |
|---|---|---|---|---|---|
| IORT | Live · M0 | 6 | 84 | ~50K procedures/yr globally | Anchor stream |
| SRS / SBRT | Live · M3 | 8 | 142 | ~600K procedures/yr | Largest pharma dataset |
| HDR Brachytherapy | Live · M6 | 5 | 96 | ~200K procedures/yr | Late-toxicity dataset |
| Robotic Surgery | Live · M9 | 5 | 210 | 2M+ procedures/yr (da Vinci alone) | Largest volume vertical |
| Thermal Ablation | Ready · M18 | — | 78 | ~400K procedures/yr (RFA+MWA) | Edge hardware revenue |
| FUS / MRgFUS | Ready · M24 | — | 118 | ~80K procedures/yr · growing 30% CAGR | SDR grant fundable |
| Stream | Buyer | Unit Price | Unit | Y1 Target | Y3 Target |
|---|---|---|---|---|---|
| Site Licensing (SaaS) | Hospital / Research Centre | $45K – $120K | Annual per site · tiered by case volume | 24 sites | 90 sites |
| Pharma Data Licensing | Pharma / Biotech RWE teams | $180K – $750K | Per dataset access · vertical + outcome scope | 3 contracts | 14 contracts |
| Device Partner Revenue Share | Device OEMs (Zeiss, Siemens, Intuitive) | 10 – 20% | Revenue share on outcomes data from their installed base | 2 OEMs | 6 OEMs |
| Research Grants (Non-dilutive) | NIH · PCORI · DoD · EU Horizon | $250K – $1.2M | Per grant · SDR/FUS and HDR late-toxicity datasets | 2 grants | 6 grants |
| Year | Sites | Site SaaS | Pharma Data | Device Rev Share | Grants | Total ARR | EBITDA % |
|---|---|---|---|---|---|---|---|
| Year 1 | 24 | $1.1M | $1.4M | $0.4M | $0.3M | $3.2M | −18% |
| Year 2 | 52 | $2.8M | $4.6M | $1.6M | $0.8M | $9.8M | +6% |
| Year 3 | 90 | $5.4M | $11.2M | $4.2M | $1.9M | $22.7M | +31% |
| Year 4 (exit) | 148 | $9.1M | $26.4M | $9.8M | $3.7M | $49M | +42% |
| Round | Raise | Use of Funds | Milestone Unlocked |
|---|---|---|---|
| Seed (current) | $2.5M | Expand to 30 sites · close first pharma contract · hire 2 physics engineers | 500 IORT cases · pharma LOI convert |
| Series A · M12 | $8M | Robotic surgery rollout · ablation hardware build · 2 additional pharma contracts | 4 verticals live · $9.8M ARR run-rate |
| Exit or Series B · M36 | $400–700M | Acquisition by strategic acquirer (see Exit Thesis) | $49M ARR · 6 verticals · 148 sites |
| Acquirer | Strategic Rationale | Comparable Transaction | Est. Multiple | Probability |
|---|---|---|---|---|
| Owkin | Federated oncology ML infrastructure. PROCEDA's procedure-physics data fills their imaging-only gap. Active conversations per founders. | Owkin raised $180M (2021) specifically to build federated clinical data infrastructure | 10–14× | High |
| Roche / Flatiron Health | Flatiron playbook applied to procedure-level data. Roche paid $1.9B for structured oncology EMR data. PROCEDA's device-delivery data is the next layer down. | Flatiron ($1.9B, ~12× ARR). Foundation Medicine ($2.4B). Both Roche purchases of structured oncology data assets. | 12–14× | High |
| Varian / Siemens Healthineers | PROCEDA data is sourced entirely from Varian/Siemens devices (linacs, HDR afterloaders). Acquiring the registry gives them an outcomes layer over their installed base — turns them into a data company, not just a device company. | Siemens acquired Varian for $16.4B (2021). Outcomes data layer dramatically increases the value of that installed base. | 8–10× | Medium |
| Intuitive Surgical | Robotic surgery vertical gives PROCEDA access to da Vinci log data. Intuitive has the most to gain from an outcomes registry that proves their system's superiority — and the most to lose from one they don't control. | Intuitive acquired Orpheus Medical (OR analytics) in 2019. Pattern of acquiring OR data companies to strengthen installed-base stickiness. | 8–12× | Medium |
This document contains proprietary business intelligence. Enter your email address to access the full briefing. Your access will be logged and the Lucreativity team will be notified.
| Phase 1 — Construction | Phase 2 — Permanent | |
|---|---|---|
| Lender | Retail creditors ($100+) | Banks, CDFIs, institutions |
| Term | 3–4 years (with early exit options) | 15–25 years |
| Return / Rate | 15–20% total at completion | 5–7% annually |
| Risk profile | Construction risk — no collateral yet | Operational — fully collateralized |
| Collateral | None during build | Building, equipment, revenue stream |
| Exit | 4 liquidity windows | Loan maturity or secondary sale |
| Lucreativity role | Originator + platform + liquidity provider | Syndication desk + placement agent |
| Exit Point | Approx. Timing | Return on $500 | Mechanism |
|---|---|---|---|
| Secondary market | Any time | Market price | Peer-to-peer sale |
| Foundation poured | ~6 months | ~$525 (+5%) | Evergreen Fund buyout |
| Steel frame complete | ~14 months | ~$540 (+8%) | Evergreen Fund / milestone |
| Exterior sealed | ~22 months | ~$558 (+11.5%) | Evergreen Fund / milestone |
| Interior fit-out | ~30 months | ~$572 (+14.5%) | Evergreen Fund / milestone |
| Bank buyout at completion | ~36 months | $575–600 (+15–20%) | Bank placement — full return |
Instead of 'invest $100 and wait 3–4 years,' the proposition becomes: invest $100, exit at any construction milestone for a proportional return, or hold to completion for maximum return. Your impact certificate stays with you either way, updating forever with the story of what your money helped build. No lock-in. No forced patience. No exit anxiety.
"Legacy Holder Status": when a project's loan is fully repaid, the certificate transitions permanently. The financial relationship is closed. The impact relationship is permanent. A Legacy Holder certificate continues updating every metric for the operational lifetime of the facility — potentially a century. There is no equivalent to this in any financial product currently in existence.
| Parameter | Detail |
|---|---|
| Retail investor expectation | ~4.7% annualized — full return at completion or proportional return at any milestone |
| Institutional acceptance rate | 3.5–4% annually on proven, de-risked infrastructure assets |
| Fund spread (illustrative) | 0.7–1.2% on AUM plus milestone exit spread capture |
| Structure | Reg A+ — allows both retail and institutional participation |
| Dual function | Liquidity provider to retail investors AND portfolio builder for institutional sale |
| Year | Milestone | Revenue focus |
|---|---|---|
| Year 1 | $2M total project funding. Single flagship. | Listing and contribution fees only |
| Year 2 | $10M across 3–5 projects. Evergreen Fund established. First Phase 2 buyout. | First syndication revenue |
| Year 3 | $50M AUM across 10+ projects. CDFI certification. | First institutional Evergreen Fund sale |
| Year 5 | $200M+ AUM. Balance sheet lending begins. | ~$2M+ ARR from Evergreen Fund spread alone |
| Year 10 | Community development bank. Full charter or acquisition on mission-preserving terms. | Full interest spread + placement fees |
| Pathway | Detail |
|---|---|
| Reg CF — FINRA portal | Up to $5M annually from unaccredited retail investors. Fastest path to market. |
| Reg A+ — Evergreen Fund | Up to $75M annually. Retail and institutional participation. Powers the exit ladder. |
| Loan-based structure | Lending regulations rather than securities law. Significantly reduces compliance complexity. |
| CDFI certification | US Treasury certification. Government grant access, tax credits, institutional credibility. |
| Regulatory sandbox | SEC, CFPB, OCC, UK FCA innovation programs. On-chain transparency is direct sandbox argument. |
| Phase | Timeline | Status |
|---|---|---|
| Reg CF portal | Year 1–2 | Single flagship. Asset-light. Fee revenue only. Prove model. |
| Marketplace + Evergreen Fund | Year 2–4 | Reg A+ Evergreen Fund live. All four exits operational. Syndication desk active. CDFI certification. |
| Balance sheet lender | Year 4–7 | Select loans held on Lucreativity balance sheet. Full interest spread not just placement fee. |
| Community development bank | Year 7–10 | Full banking charter or strategic acquisition. Mission-preserving partner selected on Lucreativity's terms. |
A person who invested $100 in 2024 and exited at the foundation milestone six months later still holds a certificate in 2054 that has tracked half a million patient treatments, thousands of cancer surgeries, and hundreds of lives saved. They held for six months. The impact is forever.
— That is not a financial product. That is a new category. · Lucreativity · Confidential · v3.0
