luis@alpespartners.com · +52 449 186 7091
CFO-as-a-Service

Strategic financial leadership for companies ready to become institutional.

We are the executive finance layer that founders and boards install before the next round, the next transaction, the next stage of scale — thinking like investors, executing like operators.

Book a conversation Why strategic finance
01 Credibility

We don't point to logos. We point to the seats we've held — chief executive, chief financial officer, investor, director.

01 · Operators
Former CEOs & CFOs

Our partners have run companies and owned P&Ls — not advised from the outside, but decided from the inside.

02 · Capital
Private Equity & Banking

Fund operators and middle-market bankers who have raised, structured, and closed on both sides of the table.

03 · Governance
Board Members

Active directors across portfolio companies, fluent in the standard institutional capital expects.

04 · Reach
Cross-Border

A US–Mexico–Latin America footprint, and the operating experience to move capital and companies across it.

02 The Firm

Every company reaches a point where the numbers stop describing the business and start directing it. That is the moment we exist for.

Alpes Partners is a strategic finance firm. We install executive-level CFO leadership inside founder-led and private-equity–backed companies — as a layer of direction and interpretation, not another report.

A capable back office keeps the record straight. But growth introduces questions the ledger cannot answer: how to price a raise, when to take on debt, what a scenario really costs, whether the business is ready to be diligenced. Those are executive decisions, and they need an executive in the room.

We become that executive — thinking like the investors across the table, executing like the operators we have been, and communicating like the bankers who will one day underwrite the outcome.

Strategic finance operators Accountants Consultants Outsourced finance
03 Why Strategic Finance

A finance function evolves in stages. Most companies outgrow theirs before they replace it.

The gap between "we have someone doing the numbers" and "we have someone directing them" is where value is created — or quietly lost. Alpes fills it the day you need it, not the year you can afford a permanent hire.

STAGE 01
Founder

Instinct and spreadsheets. Every financial decision runs through one person.

STAGE 02
Controller

The record is clean and current — but backward-looking by design.

STAGE 03
Finance Manager

Budgets and variance. Process appears; strategy does not yet.

STAGE 04
VP Finance

Planning matures, but the capital and board narrative is still missing.

STAGE 05
Strategic CFO

Numbers become direction — capital, risk, and growth aligned. This is Alpes.

STAGE 06
Institutional Company

Fundable, governable, transactable — built to compound and to exit well.

We enter at Stage 05 and carry you to Stage 06 — without waiting for a full-time hire the business isn't ready to make.

/ 01
Converts vision into strategy

Bridges ambition and execution through financial roadmaps the whole company can run against.

/ 02
Leads institutionalization

Reporting, governance, and controls that scale with the business and satisfy capital.

/ 03
Unlocks capital & investor relations

Runs the raise end to end and keeps investor confidence between them.

/ 04
Strengthens profitability & liquidity

Optimizes cash flow, margins, and the financial resilience that buys optionality.

/ 05
Prepares for M&A & exits

Positions the business for transactions, succession, and clean diligence.

/ 06
Creates decision intelligence

Turns financial data into insight that makes decisions faster and sharper.

04 Services

The full mandate of a strategic CFO — engaged monthly or by project.

We deliver outcomes, not deliverables. Each engagement is scoped to what the decision in front of you actually requires.

S/01

Strategic Planning & Modeling

Integrated, dynamic financial models with scenario planning and KPI design — the operating brain of the plan, not a static forecast.

Outcome — a plan the board and the bank both believe.
S/02

FP&A & Decision Support

Planning, deviation analysis, and forward guidance that moves finance from reporting the past to directing the next quarter.

Outcome — decisions made on evidence, on time.
S/03

Capital Raising & Structure

Debt and equity strategy, investor materials, process management, and term-sheet support — the raise run like a transaction.

Outcome — capital on the right terms, at the right time.
S/04

Board & Investor Reporting

The reporting cadence, KPIs, and narrative that make a company legible to its board and credible to its investors.

Outcome — a board that trusts the numbers.
S/05

Cash Flow & Capital Allocation

13-week cash discipline and finance-led decisions on where every dollar of investment and resource is best deployed.

Outcome — liquidity protected, returns prioritized.
S/06

M&A & Institutional Readiness

Due-diligence support, governance design, and the structural work that makes a company ready to transact — or to be transacted.

Outcome — diligence-ready before diligence begins.
05 Our Difference

We take accountability for outcomes — not just for the reporting on them.

  • 01
    Operators, not outsiders

    We have sat in the seat. We own execution, not observation.

  • 02
    An investor's mindset

    Private-equity DNA on the inside of your business, on your side of the table.

  • 03
    Cross-border by default

    US–Mexico–Latin America experience, structured into how we operate.

  • 04
    Technology-enabled

    AI-assisted workflows and institutional reporting, built to scale with you.

06 Leadership

A senior partnership with real operating experience across private equity, investment banking, and the C-suite.

Manuel Borja

Partner
  • 26+ years across hospitality, transportation, and financial services.
  • Former CFO of Grupo Posadas and Mexicana de Aviación; partner at Banyan Tree Mexico.
  • Partner at Hospitality Fund, a private equity firm focused on the hospitality sector.
Industrial Engineering · Universidad Iberoamericana

Sergio del Valle

Partner
  • Managing Partner at Canvas Partners, a leading middle-market investment banking and private equity firm in Mexico.
  • Former Managing Partner and fund operator at Wamex Private Equity, leading investor relations.
  • Board member of Medix, Hoteles City, KUA Foods, Grupo QAR, and Muñelocos.
Industrial Engineering · Universidad Panamericana · AD, IPADE

Alejandro del Conde

Partner
  • Seasoned CFO and PE-backed operator across the US and Mexico; led the growth of Planet Fitness Mexico.
  • Former CFO of Warheads Candy (US), leading multiple M&A transactions and debt financings.
B.Sc. Finance · ITAM

Luis León Lara

Partner
  • CFO with experience in financial strategy, corporate governance, and operational finance across Mexico, the US, and Latin America.
  • Track record in FP&A, capital allocation, M&A, and building scalable finance functions.
Public Accountant · Universidad Panamericana
07 Insights

Playbooks for founders and boards navigating complexity.

View all
Capital Markets

Before the raise: what makes a company fundable, not just fundraising

The structural work that turns a pitch into a term sheet — and why it starts two quarters early.

CEO GUIDE8 MIN
Private Equity

Reading a company the way an investor reads it

The diligence lens applied inward — the questions to answer before someone else asks them.

PLAYBOOK6 MIN
Governance

The board pack that builds trust instead of consuming it

Designing reporting that answers questions before the meeting, not during it.

COMMENTARY5 MIN
08 Let's talk

Ready to install the finance leadership your next stage requires?

Tell us where the business is heading. We'll tell you, plainly, whether we're the right people to sit next to you on the way there.

Book a conversation Call the partners
Emailluis@alpespartners.com
Direct+52 449 186 7091
CoverageUS · Mexico · LatAm