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A Message From
Our Founder

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Jaime Sousa

Founder & CEO

Welcome to J. Sousa Ventures - a firm that I founded out of my Boston apartment nearly three years ago with the goal of democratizing advanced financial models and analytics. Since our inception, we have worked with many incredible investors and business leaders across the country to turn their data into actionable insights (I recommend checking out our projects page to see some of the work we have completed). 

To give you a brief overview of myself, I started out my career working at a financial planning firm where I analyzed individuals' financial situations and crafted roadmaps for major life events such as having kids, retiring, etc. This was a great introduction in to the entirety of personal finance but was definitely not where I wanted to spend my career. 

By a stroke of luck, I ended up connecting with an entrepreneur in Boston who needed some projections put together to bring to seed investors. I gladly offered up my services crafting the gambit of financial analyses including market projections, proforma financial statements, product pricing, etc. This is when I began to realize that bringing financial models to the masses could have some real business implications, both for myself and for the clients I engage with. The next day I started JSV.

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Since then, we have gone on to work with start-ups, individuals, family offices, large corporations, and even political campaigns across nearly every industry you can think of. I personally have become involved in the founding of multiple other businesses including an apparel brand (The Venture Syndicate) and a FinTech startup (Frictionless Financial Technologies) where I currently serve as the Chief Analytics Officer and am on the Board of Directors.

During this same time period, I went on to receive my Master of Business Administration and Master of Finance degrees from Auburn University, graduating with a 4.0 GPA in both programs. I am also pursuing the CFA designation, having passed the Level 1 exam in November 2022.

At the end of the day, I love everything about finance and entrepreneurship. The good, the bad, and the ugly. I would welcome the opportunity to hear about your journey and see how we can help you get more out of your business.

Jaime Sousa

Founder, J. Sousa Ventures LLC

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