Lumena Global Advisory
The Operational Diagnostic

Know exactly where your business is exposed before an investor, acquirer, or auditor does.

A 90-minute diagnostic with a senior operational advisor. You bring the business. You leave with a direct read on what is sound, what is at risk, and what has to be resolved before you raise, scale, or sell.

WBENC

Certified

20+

Years Operating

U.S. & LATAM

Operating Experience

How this works

Founder-led businesses rarely stall from a sales problem. They stall from a structure problem — and most founders don't see it until a deal, an investor, or an audit forces it into view.

What you are actually buying

This works the way a consultation with a specialist attorney works.

You bring the situation. You get a direct, qualified read on it from someone who has seen it many times inside real founder-led businesses. You leave with a diagnosis you can act on immediately.

Execution is a separate decision, and it stays entirely yours. Nothing in the room is a pitch for a larger contract.

01

You bring the business

Your stage, your goals, where you sense exposure. No prep deck required.

02

You get a senior read

Not an associate running a script. The advisor who does the work is in the room.

03

You leave with a diagnosis

Structured findings you can act on the same week, in the format investors use.

04

You decide what comes next

No retainer built in. No upsell in the room. The diagnosis is the product.

The structure problem

Revenue hides what the next stage reveals.

Reactive operations. A business that only runs when you run it. Compliance exposure nobody is tracking. None of it shows up on a P&L. It shows up when an investor walks, when a deal stalls in due diligence, or when an expansion breaks under its own weight. What carried the business this far will not carry it to the raise, the sale, or the scale.

79%

In $1M to $5M founder-led businesses, roughly four in five deals are closed personally by the founder — making the founder a direct revenue risk the moment they step back.

42%

When close to half of revenue runs through the founder's personal network, founder dependency stops being a management issue and becomes a valuation issue.

The diagnostic

One conversation. A complete read on where you stand.

The diagnostic runs on the Lumena Lens — a proprietary framework built across years of operational work inside founder-led businesses. It examines five dimensions of operational readiness: the same territory investors and acquirers examine in diligence.

90 minutes with a senior advisor

Not an intake associate. The person doing the diagnosis is in the room from the start.

A direct read on your exposure

Where the business is at risk, how exposed, and what an investor would find if they looked today.

Executive Summary you keep

Structured findings in the format diligence uses. Yours to act on immediately.

Clear order of operations

What to fix first. What can wait. What is already sound. No ambiguity.

No obligation to engage further

The diagnostic is the product. What you do with it is your decision.

The Lumena Lens framework

Five-dimension diagnostic built inside real businesses, not adapted from a corporate template.

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The framework

The Lumena Lens examines five dimensions every investor evaluates.

01

Structure

Entity, governance, ownership — built for what comes next or built for what worked before.

02

Compliance

Workforce classification, contracts, regulatory exposure. What's documented. What's not.

03

Workforce

Team design, accountability, and whether the business runs without the founder in the room.

04

Execution

Delivery consistency, process documentation, and capacity for more volume without more chaos.

05

Growth Readiness

Financial clarity, market position, and what the business can actually support at the next stage.

Start here

Every engagement starts with the diagnostic.

There is no long onboarding and no discovery phase billed as strategy. You book the session, you sit with a senior advisor, and you leave knowing what is working, what is exposed, and what your business needs before it can raise, scale, or sell.

It is the same read investors and acquirers build in diligence — delivered before they are the ones building it.

1

Book a 90-minute session with a senior advisor

2

Bring the business — your stage, goals, and where you sense exposure

3

Receive a structured read across five operational dimensions

4

Leave with an Executive Summary you can act on the same week

Book Your Diagnostic
Why Lumena

A senior read, delivered straight.

01.You talk to the person doing the diagnosis.

No intake rep, no associate running a script. The first conversation is the advisor who does the work.

02.The diagnosis is the product.

You are paying for the read, not sitting through a sales call disguised as one. What you do next is a separate decision, and it is yours.

03.Built on the Lumena Lens.

A five-dimension framework developed inside real, founder-led businesses — not adapted from a corporate consulting template.

04.Cross-border operating experience.

Twenty-plus years across the U.S. and Latin America, spanning HR, compliance, and international operations. The perspective is built in, not subcontracted.

Led by

Steph Michelle Pimentel, Founder

A Dominican American entrepreneur with 20+ years working directly alongside CEOs of large enterprises across HR, compliance, and international operations in the U.S. and Latin America.

Steph founded Lumena to give founders the honest operational read most companies only get after the cracks become a crisis. WBENC Certified.

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Steph Michelle Pimentel — Founder, Lumena Global Advisory
Common questions

What founders ask before they book.

What is an operational diagnostic for a business?+

A structured 90-minute session with a senior advisor who evaluates your business across five dimensions of operational readiness. You leave with an Executive Summary detailing what is working, what is exposed, and what to resolve before you raise capital, scale, or sell.

Who should get a business operational diagnostic?+

Founder-led businesses preparing to raise capital, scale past a revenue plateau, expand into new markets, or position for acquisition. If a deal or significant growth event is on the horizon in the next 6–18 months, a diagnostic should happen before it — not during it.

Is this a sales call for a larger contract?+

No. The diagnostic is the product. You are paying for an honest, direct read on your business. What you do with the findings is entirely your decision. There is no retainer built into the session and no upsell in the room.

What is the Lumena Lens framework?+

A proprietary five-dimension diagnostic framework developed from years of operational work inside founder-led businesses. It examines structure, compliance, workforce, execution, and growth readiness — the same territory investors and acquirers evaluate in due diligence.

How long does the session take?+

90 minutes. You bring the business — your stage, what you are preparing for, and the areas where you sense exposure. The advisor conducts a structured read and delivers findings directly in the session, followed by an Executive Summary.

What does operational readiness mean and why does it matter for funding?+

Operational readiness is the degree to which your business's structure, compliance, workforce, and execution can support its next phase of growth. Investors and acquirers evaluate it during due diligence. Businesses that identify and resolve gaps before a raise negotiate from strength — not from a defensive position.

Book the diagnostic

Before you raise, scale, or sell —
know where you actually stand.

One flat fee. One 90-minute conversation. A senior read you can act on the same week. No retainer, no upsell built into the room.

Book Your Diagnostic

Not ready to book yet?
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