Welcome To Our Company



At POTENCIA, our vision is to be the leading provider of a best-in-class advisory services platform, empowering our clients with seamless and borderless interactions. We aim to deliver unparalleled efficiency, accessibility, and global connectivity, enabling our clients to access our services anywhere in the world. By leveraging innovative technologies and a forward-thinking approach, we strive to redefine the way businesses engage and thrive in the global landscape.


At POTENCIA, we strive to seamlessly connect the realms of technology and business, enabling our clients to unlock their full potential. Our dedicated team combines quantitative analysis, economic insights, and international business acumen to identify and tackle the toughest and most complex challenges faced by our clients. With our deep expertise in both technology and business, we are committed to delivering tangible value by capitalizing on innovative solutions that drive success in today's rapidly evolving landscape.

Core Values

At POTENCIA, we embody a set of core values that define our purpose and drive our consulting services. These values serve as the compass for our work, guiding us towards success and creating lasting value for our clients:

Ethics, Transparency & Integrity

We hold ourselves to the highest ethical standards, ensuring transparency and integrity in all our engagements. We believe in honest and open communication, maintaining confidentiality, and acting with integrity in every decision we make.


We are committed to delivering efficient and effective solutions to our clients' challenges. We optimize processes, streamline operations, and identify opportunities for improvement to maximize productivity and achieve tangible results.

Global Reach & Expertise

With a global perspective and diverse expertise, we offer our clients a unique advantage. Our team of seasoned consultants brings a wealth of knowledge from various industries and markets, allowing us to navigate complex challenges and deliver solutions tailored to each client's unique needs.

Quantitative & Scientific Data-Driven Methodologies

Our consulting methodologies are rooted in quantitative analysis and scientific rigor. We leverage data-driven insights to make informed decisions, identify patterns, and develop actionable strategies that drive sustainable growth and success.

Bridging the Gap between Technology and Business

We recognize the importance of integrating technology and business strategies for optimal results. We specialize in bridging the gap between cutting-edge technology advancements and practical business applications, helping our clients harness the power of technology to achieve their strategic objectives.

Our Partners

Pat Santos

Intellectual Property, Economics, Technology

Pat is a long-time technologist with over thirty (30) years of experience in identifying and implementing competitive advantages and business opportunities for his clients. Pat can survey technical and industry contexts in the software, computer hardware, and cloud services spaces, ideate technical and business options, and implement practical and measurable business solutions. Recent projects include applying mathematical methods to drug/clinical trials, surveying semiconductor level cybersecurity and privacy features, implementing project management services for a hydrogen injection technology for diesel engines, surveying the state of the art for Charging-as-a-Service for a public company, and reviewing the economic basis for a proposed cryptocurrency.

Areas Of Expertise
  • Technology strategy
  • Technical Surveys/Taxonomies
  • Technical Review and due diligence
  • IP-centric joint development and partnering
  • IP due diligence
  • Standards group establishment and representation
  • Open-source centric partnerships and custom licenses
  • Technology-centric business ideation
  • Architecture & development of software systems
  • Blockchain

Karim Taher

Business Strategy, Operations, Technology

Karim has an accomplished 20+ year career in leadership roles with operational management responsibilities in large global and specialized, niche companies and governmental entities. During his career, Karim has developed a pragmatic understanding in the realignment of business models to meet market needs and the development of strategic visions and performance drive solutions for multi-million operations. He is especially agile in leading company turnaround, establishing governance and process management as well as technology integration and development of products and systems. He has extensive knowledge of logistics, aviation, complex operations, project and project management offices, process and operational efficiencies, systems, and related infrastructures.

Areas Of Expertise
  • Executive roles (CEO, CIO, & MD)
  • Board of Directors BOD advisor, member & chairman
  • Leading restructuring plans
  • Establishing & review business plans
  • Operational reviews
  • Project and program management (PMO)
  • M&A pre(evaluation) and post(integration)
  • Strategic advisory consultant
  • Aviation, logistics & transport
  • Processes, procedures & governance champion

Annette Russell

Accounting, Finance, and Business Operations

Annette Russell is Potencia’s Chief Financial Officer and the Accounting , Finance, and Business Operations Practice Lead. She is responsible for the firm’s finance strategy and manages the firm’s administrative functions.

Annette’s career began in public accounting with Deloitte & Touche. There she supplied audit and assurance services for large and mid-size companies. After leaving Deloitte, she gained extensive experience in corporate accounting, SEC reporting, ERP implementations, and financial planning for Fortune 500 publicly traded companies. Her most recent experience includes helping small businesses and startups build their accounting and operations processes from the ground up.

Areas Of Expertise
  • Fractional CFO services and Finance strategy
  • Accounting and Book-keeping
  • Financial Planning
  • Audit preparation and compliance
  • Payroll
  • City and State Tax compliance
  • Small business operations setup (Incorporation, Human Resources, IT Support)
  • Software implementations

Consulting Beyond Reports

Reports and recommendations alone do not improve a business. Your challenges will benefit from the fresh and unbiased perspective of our experienced team, truly understanding your unique operations and goals is the foundation of our consulting practice.

That’s why we offer support through the implementation by partnering with you to assure that solutions are offered, and tasks are executed. We’ll serve as your advisors, board members, or even c-suite and become an extension of your team to propel your business to the next stage.

If you are ready to receive the support needed to scale your business, contact us today.

Representative Engagements

Business Strategy Advisory

  • Business Operations: Providing actionable solutions for establishing, sustaining, and scaling clients’ business operations through our global perspective and logistics services.
  • Board Advisory Services: Supporting founders and investors through executive-level experience and industry knowledge.
  • Business Planning: Corporate & entrepreneurial experience in establishing and managing complex operations; coordinate/vet budget, operations, marketing, and corporate structures to ensure they fit with clients’ objectives and timelines.
  • Project Management (PM) Services: Establishing a dedicated program management office (PMO) to support clients in specialized and/or critical projects.

  • Digital Transformation: Enabling companies with “non-connected” products to expand into smart and connected platforms and marketplaces.
  • Startup Advisory Services: Delivering a customized go-to-market strategy for many early-stage companies with technologies ranging from social media and cybersecurity to medical and augmented reality.
  • Funding Advisory: Assisting in preparation of materials, valuation, prepare or review pitch/documentation and in negotiations.
  • Business Establishment Planning: Advising on establishing the launch budget, business plan, marketing, operations, and sales needs to enable a go-to-market strategy and product validation.
  • Rearchitecting Internal Reporting Structures: Ranging from intellectual property (IP) due diligence and asset/risk valuation to post-transaction standard operating procedure (SOP) drafting and implementation.

Technical Services

  • Technical Advisory: In-depth subject matter expertise to provide technical review and validation for the launch and assessment of technology opportunities, products, and ideas.  Example subject matter includes blockchain internals, machine learning model development, and distributed systems.  A recent example includes performing a vendor evaluation for a IOT platform for a public water infrastructure company.
  • Manufacturing Support: Advising international tech-hardware manufacturers in identifying features for CPUs, boards, and software libraries for the incorporation and enhancement of on-chip cybersecurity/privacy features specific to telecommunications.
  • Machine Learning: Designing software architectures for a drug discovery platform, and for standards group testing and validation.

  • IP Mining & Safeguarding: Protecting your existing IP and ideas from execution and the competition, and maximize their value; salvage/repurpose products, tech, IP, and ideas from underperforming projects.  A recent example includes performing invention harvesting and ideation for a tier one US telecom.
  • Taxonomy/Technology Landscaping: Developing and deploying technology landscapes to drive identification of opportunities, risks, and associated courses of action.  A recent example includes providing acquisition guidance to an electric charging company based on a custom developed technical landscape.
  • Architecture & Development: Supplement client software development efforts with technical project management at all levels of complexity and coding ranging from proofs of concept to production.  Engaging with stakeholders/clients and developing a software design specification and project plan around a causal inference engine.
  • IT Strategic Plan: Development setting the IT strategy to deploy the required systems and aligning them to the business needs.  A recent example includes designing and deploying development operations infrastructure taking into account specific client methodologies.
  • Blockchain: Developing applications and smart contracts ecosystems.

"Providing the Technical and Business foundations to successfully launch into today’s evolving market."