Carlos Ramon is a Partner, Chief Financial Officer, and Chief Compliance Officer at Roo Capital, where he plays a key leadership role in both the firm’s investment and operational strategy. He is an active member of the Investment Committee, contributing to investment evaluation, due diligence, and deal structuring.
Post investment, Carlos works closely with portfolio company management teams to drive value creation, advising on financial strategy, capital allocation, and acquisition initiatives. His hands-on involvement ensures that Roo Capital’s portfolio companies are strategically positioned for growth and operational excellence.
In addition to his investment and portfolio responsibilities, Carlos oversees all traditional CFO and CCO functions for Roo Capital, including accounting, tax, compliance, and financial reporting across the firm and its portfolio entities.
Prior to joining Roo Capital, Carlos was Director of Finance at Claure Group, the family office of ex-SoftBank executive Marcelo Claure, where he managed financial operations and strategic investments across a diversified global portfolio. Earlier in his career, he spent over a half-decade at PwC, specializing in Transaction Advisory for private equity and venture capital fund sponsors.
Carlos is a Certified Public Accountant and holds both an MBA in Finance and a BS in Accounting from Bentley University.