Carol Ortega is a highly accomplished consultant, investor, CFO, and global venture capital expert, with decades of experience in finance, capital markets, and strategic advisory. She has successfully advised over 50 companies across multiple jurisdictions, helping mobilize more than USD $270 million through her corporate finance, M&A consultancy, and international investment networking platforms.
With more than a dozen successful exits, Carol’s firm has become a trusted partner to accredited investors, venture capital funds, family offices, and financial institutions, offering expert guidance on due diligence, risk assessment, tax structuring, and portfolio diversification.
Carol also played a pivotal role in regulatory development: she co-authored the accounting and financial reporting standards that aligned Colombia’s national regulations (US GAAP) with international accounting frameworks (IFRS). As an active member of regulatory bodies in Colombia and the United States, her insight has been instrumental in shaping legislation and policy for the financial and accounting professions.
At the academic level, Carol is a highly esteemed professor of accounting, recognized for her deep command of U.S. GAAP and IFRS standards. She has contributed extensively through academic conferences, lectures, and peer-reviewed publications, advancing global understanding of accounting theory and practice.
Beyond finance, Carol is a respected philanthropist and policy advocate in the legal medicinal cannabis and psychedelics industries. She served on Colombia’s national cannabis regulatory committee, where her efforts helped draft legislation focused on public health, sustainable peace, and economic growth opportunities for the region.
A Recognized Voice in Investment Thought Leadership
Carol Ortega is a respected LinkedIn influencer and leading authority in finance and investment strategy. Her bi-weekly newsletter reaches over 8,000 professionals on LinkedIn, alongside more than 10,000 curated subscribers through her exclusive “See Carol Invest” blog & platform.
Her readership spans ultra-high-net-worth individuals (UHNWIs), CEOs, institutional investors, family offices, private equity firms, venture capitalists, fund managers, financial institutions and government officials across the Americas.
Carol’s newsletters and articles are trusted as authoritative resources in the areas of investment strategy, due diligence, business valuation, accounting, AI, crypto, longevity, medtech, and legal psychedelics. Her influence and insight position her as a top-tier financial thought leader and strategic advisor shaping the next era of capital allocation and M&As.
