Juan Diego Bernal Plata Lawyer

Co-lead of sourcing

Angeles Investors

Oct 2024 - Current (1 year 7 months)

Conducted financial analysis, valuation modeling, and market diligence on 100+ early-stage startups, supporting funding decisions for a 700+ angel network. Developed investment memos and portfolio summaries for the selection committee, integrating risk, return, and impact metrics. Strengthen investor relations and syndication efforts by coordinating reporting, data rooms, and communications between entrepreneurs, co-investors, and the selection committee.

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Finance and Strategy Consultant

Revby

Oct 2024 - Current (1 year 7 months)

Advised small businesses through municipal and state economic development programs across the United States, helping mobilize $5M+ in public-private capital across equity, debt, and grant structures. Designed financial models, impact reports, and funding strategies, supporting portfolio tracking and investor alignment with socioeconomic development objectives. Delivered performance and risk analyses to city and state partners, enhancing data-driven decision-making for inclusive economic initiatives.

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Business Analytics & Finance Associate Intern.

Coliving Cashflow

May 2024 - Current (2 years)

• Performed financial underwriting of 50+ properties in the Boston area for financial ROI analysis that guaranteed the offering of properties with IRR and cash-on-cash returns of more than 10% for potential investors. • Provided strategic support for the pitch deck of the company, presenting its business plan, go-to-market strategy, and investment thesis, as well as presenting before investors a real state fund of $25 million for property acquisition, adaptation, and selling for co-living usage with a guaranteed 10%-12% return for investors. • Led the process of the company’s newsletter and investor management as part of the business development strategy to provide 3+ weekly investment property options and provide educational content towa

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Financial Specialist Representative – Intern

VISE BRIDGE Financial Services

May 2024 - Jul 2024 (3 months)

• Implemented holistic strategic financial planning and revenue optimization techniques for achieving an 8% improvement in free cash flow for clients through effective cash flow management, operation, and budgeting enhancement. • Conducted comprehensive research on financial products and industry trends to position clients for success in their market. • Designed and updated the content of a cash flow and financial management course for over 300+ English and Spanish-speaking entrepreneurs and business owners.

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Business Consultant

IXL Center Center for Innovation Excellence and Leadership

Mar 2024 - May 2024 (3 months)

Participated as Business Strategy Consultant for the LISC Digital Growth Accelerator Program, where I envisioned and created a digital business strategy for an SME in the Boston Area. The program allowed me to identify business strengths, opportunities for improvement, and digital brand strategies for increasing awareness and loyalty. As well, It also allowed me to suggest new income sources and their strategic implementation, budgeting, and forecasting, for their current implementation. The business plan included the identification of strategic partnerships, pricing strategy, and business and financial strategy for volume and revenue improvement for a 1 million revenue objective.

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Committee Member

ALPFA Boston

Jan 2024 - Current (2 years 4 months)

Committee member of Financial Literacy, Student Affairs, and Corporate Partnerships committees (2025) Committee member of Social Media and Coaching and Mentorship Committees (2024).

Entrepreneur

Hult Prize Foundation

Dec 2023 - Mar 2024 (4 months)

Member of the 2nd place entrepreneurship team for the Hult Prize competition 2024 with the product Powder Shield, in the Hult Boston campus competitions. Elaborated jointly with a multicultural team a comprehensive market research, strategic analysis of competitive advantages and market attractiveness, business model, budgeting and pricing, and creative project model ideation to present before the Hult Prize competition. Being selected as second place among the more than 20 entrepreneurship ideas from the different undergrad and postgraduate students from all over the world.

MBA

Hult International Business School

Oct 2023 - Current (2 years 7 months)

Took specialization courses in Monetization, pricing & Bidding excellence, Mergers and Acquisitions, Venture Capital, and Global Strategic Valuation.

Consultant

Superintendencia de Industria y Comercio

Sep 2022 - Mar 2023 (7 months)

legal advising for the Consumers Protection Delegacy of the SIC in drafting of administrative requests and investigations over companies or individuals that breach the consumers protection statute in Colombia.

Independent Consultant

TOMi inc

Sep 2022 - Sep 2023 (1 year 1 month)

• Executed business, legal, and venture capital advising, emphasizing innovation and problem-solving. • Delivered privacy policies ensuring regulatory compliance across jurisdictions, utilizing market analysis. • Led business operation advice, driving change management and decision-making for regulatory alignment.

Senior Lawyer

DaVita Kidney Care

Apr 2022 - Sep 2023 (1 year 6 months)

• Oversaw M&A project transactions, due diligence, and deal strategy negotiations, contributing to the successful completion of 3 acquisitions that generated 115% of the expansion objectives. • Handled internal and external project management with multidisciplinary teams, including their budgets, for OKR achievement, like the data privacy self-audit project for country operation according to GDPR, assessing all areas of the company. • Provided business and legal advice for over 30+ clinics countrywide, negotiating and drafting contracts that facilitated the opening of 4 new clinics, enhancing service delivery and operational capacity. • Built the risk assessment matrix with mitigation and process improvement strategies for the company’s

Legal Associate

Brigard Urrutia

Jul 2021 - Dec 2021 (6 months)

• Strategically planned and executed M&A assessments for various corporate transactions, ensuring alignment with business objectives and regulatory compliance. • Led strategic negotiations of contracts, leveraging strong negotiation skills and stakeholder management to secure favorable terms and agreements. • Fostered cross-functional collaboration by structuring corporate governance frameworks, promoting effective communication and alignment across departments.

Legal Manager

Ayenda Hoteles

Feb 2021 - Jul 2021 (6 months)

• Directed and coordinated multidisciplinary projects with multicultural teams assessing multinational deal strategies negotiations towards the company’s OKRs on client retention, quality warranty, profit increase, billing, and profit generation. • Managed Business and legal operations in Colombia and Peru on internal, and external clients, and suppliers for adequate and timely execution of operation strategies of the largest low-cost hotel chain in Latam with more than 200 hotel owner allies. • Assessed and adjusted business models to comply with local requirements, resulting in successful market entry and regulatory compliance in three jurisdictions.

Specialized Attorney

Ms legal

Feb 2019 - Jan 2021 (2 years)

• Executed data privacy assessments for multinational companies, achieving 100% compliance with local and GDPR standards, and reducing potential data breaches by 20%. • Negotiated the first public-private venture for loan warranties during the COVID-19 Pandemic. • Formed and coordinated strategic projects, including business and legal concepts for innovative fintech products, addressing risk management related to financial and current business compliance. • Executed client relationships over strategic business projects, achieving 100% satisfaction and successful project completions in the fintech, real estate, and consulting industries.

Associate

baker mckenzie

Aug 2018 - Jan 2019 (6 months)

• Handled corporate advising, integrating business and financial analysis for public bidding participation. • Managed contract review and drafting, emphasizing on accurate communication.

Legal Analyst

Coca-Cola Femsa

Feb 2017 - Aug 2018 (1 year 7 months)

Delivered strategic legal advising, ensuring compliance with corporate governance standards and regulatory requirements. Managed stakeholder relationships, facilitating effective communication and collaboration across departments. Conducted risk assessments and implemented risk management strategies to protect the organization's interests.

Juan Diego Bernal Plata

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Juan Diego Bernal Plata