What we do

Services

End-to-end fintech advisory for Latin America — from strategy and market entry to regulatory intelligence, compliance, and digital assets.

Service

Strategy & Planning

Turn ambition into a roadmap that works in LatAm

We help fintech founders and executives design strategies built for Latin America's realities — anticipating regulatory shifts, competitive dynamics, and market timing to maximize growth potential. From a single market entry to a multi-country rollout, we build plans that survive first contact with the region.

What you get

  • Market entry roadmap with phased milestones
  • Regulatory readiness assessment per target market
  • Competitive landscape and positioning analysis
  • Resource and partnership requirements plan

How we work

01

Situation Assessment

Understand your current position, goals, constraints, and competitive landscape across target LatAm markets.

02

Market Analysis

Evaluate regulatory readiness, competitive dynamics, and growth potential for each priority market.

03

Strategic Roadmap

Build a clear, phased plan with milestones, resource requirements, and risk mitigation strategies.

04

Execution Support

Stay alongside you as you execute — adapting strategy as market conditions and regulatory environments evolve.

Who it's for

  • Fintechs planning their first LatAm market entry
  • Companies pivoting or repositioning in the region
  • CEOs and founders navigating critical inflection points
  • Investors evaluating LatAm fintech opportunities

Where we apply it

Payments & Payment Infrastructure Banking & Neobanking Crypto & Digital Assets Consumer & Embedded Finance Venture Capital & Private Investment Capital and Securities Markets
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Service

Business Development

Open the doors that matter most

We open the doors that matter for fintech businesses in Colombia — bank account access, payment network scheme registration, PSP and SEDPE licensing pathways, and open banking commercial alliances. Our network across Bancolombia, Banco de Bogotá, Grupo Aval, Mastercard, and Visa is the shortcut that typically takes years to build on your own.

What you get

  • Vetted partner and banking counterparty shortlist
  • Bank API and fund dispersion contract negotiation
  • Payment network registration (Mastercard, Visa, Transfiya)
  • Commercial term sheet and deal closure support

How we work

01

Opportunity Mapping

Identify the highest-value partnerships, distribution channels, and commercial relationships for your model.

02

Partner Sourcing

Leverage our network to source and vet banks, payment networks, BaaS providers, and commercial partners.

03

Relationship Facilitation

Make introductions, support negotiations, and help you position compellingly with prospective partners.

04

Deal Closure Support

Navigate term sheets, due diligence, and onboarding to get agreements live faster.

Who it's for

  • Fintechs seeking banking access and payment rails
  • Companies building embedded finance products
  • Platforms entering LatAm needing distribution partners
  • Teams looking to accelerate partnership pipelines

Where we apply it

Payments & Payment Infrastructure Banking & Neobanking Crypto & Digital Assets Consumer & Embedded Finance
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Service

Regulatory Intelligence

Know what's changing before it changes your business

A structured monthly briefing covering regulatory, tax, FX, and digital asset developments across Colombia and LatAm — versioned, color-coded for impact, and paired with advisory access for follow-up questions. The same standing deliverable that has been running for active fintech retainer clients for years.

What you get

  • Monthly Matriz Normativa — versioned regulatory tracker
  • Impact assessments for material regulatory changes
  • Coverage across SFC, BanRep, DIAN, UIAF, and Congress
  • Ad-hoc advisory access without opening a new matter

How we work

01

Scope Setup

Define the regulatory areas most relevant to your business — payments, digital assets, tax, FX, corporate — and calibrate monitoring depth.

02

Monthly Briefing

Receive a structured, versioned briefing covering developments across target markets with a clear signal on what requires action.

03

Impact Assessment

For material changes, receive a tailored analysis of how the development affects your specific business model or compliance obligations.

04

Advisory Access

Raise questions on any development directly — briefings come with access to follow-up without opening a separate engagement.

Who it's for

  • Fintechs and crypto companies on monthly retainers
  • Legal and compliance teams without in-house LatAm expertise
  • CFOs and executives tracking regulatory risk
  • Companies preparing for regulatory filings or banking due diligence

Where we apply it

Payments & Payment Infrastructure Crypto & Digital Assets Banking & Neobanking Consumer & Embedded Finance Online Gaming & Regulated Entertainment Capital and Securities Markets Venture Capital & Private Investment
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Service

Regional Expansion

Expand across LatAm with confidence

Multi-market expansion requires deep local knowledge. We guide you through country selection, regulatory mapping, partnership strategy, and go-to-market execution across Colombia, Chile, Mexico, Peru, and Argentina — including nominee incorporation, multi-bank account opening, and bilingual documentation for foreign legal review.

What you get

  • Country-by-country regulatory and licensing map
  • Nominee incorporation with milestone fee structure
  • Multi-bank account opening (up to 3 banks simultaneously)
  • Bilingual entity documents for foreign legal team review

How we work

01

Market Prioritization

Evaluate target countries based on regulatory readiness, competitive landscape, product-market fit, and growth potential.

02

Regulatory Mapping

Identify required licenses, key regulators, and compliance milestones in Colombia, Chile, Mexico, Peru, and Argentina.

03

Partnership Strategy

Source and vet local partners, distributors, and banking relationships necessary to operate in each market.

04

Go-to-Market Execution

Support launch with on-the-ground advisory, entity standup, stakeholder introductions, and ongoing guidance.

Who it's for

  • Fintechs expanding beyond their home market
  • Global companies entering LatAm retail or B2B
  • Payment companies seeking regional coverage
  • Companies building multi-country operations

Where we apply it

Payments & Payment Infrastructure Banking & Neobanking Crypto & Digital Assets Consumer & Embedded Finance Online Gaming & Regulated Entertainment
Schedule a call
Service

Taxes & Efficiency

Optimize your structure for the region

We structure fintech and digital asset companies to minimize Colombia's financial transactions tax (GMF), defend VAT exclusions for digital services, and navigate DIAN audits. From cross-border holding design to transfer pricing and the minimum tax rule under Ley 2277/2022, we reduce tax drag without creating regulatory exposure.

What you get

  • GMF (4x1000) exemption documentation under Art. 871 ET
  • Cross-border holding and intercompany structure design
  • Transfer pricing arm's-length analysis and documentation
  • Crypto and digital asset tax classification opinions

How we work

01

Structure Review

Analyze your current corporate and operational structure across LatAm jurisdictions for tax exposure and inefficiencies.

02

Optimization Mapping

Identify opportunities through entity design, holding structures, and cross-border flow restructuring.

03

Regulatory Alignment

Ensure proposed structures comply with local tax regulations, transfer pricing requirements, and DIAN expectations.

04

Implementation Guidance

Coordinate with local tax advisors and legal counsel to execute structural changes efficiently and without gaps.

Who it's for

  • Fintechs with multi-country LatAm presence
  • Companies preparing for fundraising or M&A
  • Foreign groups establishing LatAm holding structures
  • CFOs seeking to reduce the operational cost base

Where we apply it

Payments & Payment Infrastructure Crypto & Digital Assets Consumer & Embedded Finance Venture Capital & Private Investment Capital and Securities Markets
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Service

Compliance

Build compliance that earns trust

We design AML/CFT programs built for Colombia's specific framework — SAGRILAFT risk assessments, UIAF reporting procedures for virtual assets, travel rule compliance, and crypto-client onboarding protocols. Programs that satisfy regulators and unlock the banking partnerships your business depends on.

What you get

  • SAGRILAFT risk matrix and AML/CFT policy suite
  • UIAF Reporte 75 procedures for virtual asset operations
  • KYC, EDD, and sanctions screening frameworks
  • Independent effectiveness test before regulatory review

How we work

01

Risk Assessment

Define your customer risk profile, product risk, and geographic exposure across target markets.

02

Policy & Program Design

Draft AML/CFT policies, KYC procedures, and due diligence frameworks aligned to Colombian law and FATF standards.

03

Technology & Controls

Evaluate and configure KYC, transaction monitoring, and sanctions screening tools appropriate for your scale.

04

Training & Testing

Train your team and run an independent effectiveness test before regulatory review or banking partner due diligence.

Who it's for

  • Fintechs building compliance programs from scratch
  • Companies preparing for banking partner due diligence
  • Teams responding to regulatory findings or audits
  • Compliance officers seeking specialist support

Where we apply it

Payments & Payment Infrastructure Crypto & Digital Assets Banking & Neobanking Consumer & Embedded Finance Online Gaming & Regulated Entertainment
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Service

Digital Assets & Crypto

Operate legally at the frontier of digital finance

We help crypto-native businesses — exchanges, stablecoin issuers, OTC desks, and payment platforms — navigate Colombia's regulatory framework, structure compliant operations using mandate/agency architectures, and build the AML/CFT programs that open banking relationships require. Including multi-jurisdiction structuring across Colombia, Mexico, and Bermuda.

What you get

  • Regulatory classification opinion (VASP, PSP, or unregulated)
  • Mandate/agency structure to minimize invoicing and tax exposure
  • Stablecoin issuer/distributor separation and token documentation
  • UIAF Reporte 75 and FATF travel rule compliance protocols

How we work

01

Regulatory Perimeter

Define whether your business model is regulated, by whom, and what it takes to operate legally — without over-licensing.

02

Structural Design

Structure your Colombian entity using mandate/agency frameworks, issuer/distributor separation, and cross-border arrangements to minimize tax and invoicing exposure.

03

AML/CFT Program

Design UIAF virtual asset reporting, travel rule compliance, and crypto-client onboarding protocols aligned to FATF standards.

04

Ongoing Compliance

Monthly regulatory monitoring so your team knows what's changing in Colombia's digital asset framework before it affects operations.

Who it's for

  • Crypto exchanges entering Colombia or expanding in LatAm
  • Stablecoin issuers and token platforms
  • OTC desks and remittance operators
  • Fintechs with crypto-adjacent products seeking banking access

Where we apply it

Crypto & Digital Assets Payments & Payment Infrastructure Banking & Neobanking
Schedule a call

Ready to enter Latin America?

Let's talk through your regulatory, banking, and growth strategy across the region.