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  4. (Current) Financial Prospectus Writers
  • $200 hourly

    • 4.5/5
    • (128 jobs)
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for pitch decks, financial modeling build-outs, financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $90 hourly

    • 4.7/5
    • (72 jobs)
    I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley MDV, co-founder of boutique VC firm Fast Ventures, and founder of Jackson Steiner, a micro hedge/alternative asset investment fund. Combined, this amounts to 25+ years of experience in investment banking and venture finance. Today, a few years into early retirement, I help clients create high-level (i) business plans and financial models, (ii) investor pitch decks to support Seed, Series A-D, and venture round fundraising, and (iii) investment memoranda (Reg. D), regulatory filings, and reporting to drive success in their strategy setting, product development, marketing, and fundraising. Recent Client Successes: • Wander.com secured a combined $30 million in its Seed, Series A, and venture rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also procured a $100 million line of credit from Credit Suisse on Dec 1, 2022 . • Wander Atlas launched the first and only vacation rental REIT (Real Estate Investment Trust) raising $100 million in an exempt Reg D offering in Q1 2023. • CoinPanel closed its £10 million Series A round in Q1 2023. But don’t take my word for it; feel free to look them up (e.g., on Crunchbase, Forbes, Bloomberg). Other clients I worked with include Anthem Gold, BMW Group, CoinPanel, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Viddoze, Wander.com, and many others. I would love to hear from you to discuss your project. I'm a native English speaker. I'm fluent in German and proficient in French. So, how about it? I’m looking forward to speaking. Karl A. Mohr
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Presentation
    Business Planning & Strategy
    Financial Presentation
    Presentation Design
    Strategic Plan
    Storytelling
    Pitchbook
    Strategy
    Financial Modeling
    Business Plan
    Startup Consulting
    Venture Capital Consulting
    Business Modeling
  • $75 hourly

    • 4.9/5
    • (83 jobs)
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Balance Sheet
    Bank Reconciliation
    Managerial Finance
    Bookkeeping
    Content Writing
    Corporate Finance
    System Automation
    Business Valuation
    Financial Accounting
    Financial Management
    Business Analysis
    Financial Modeling
    Business Plan
    Financial Analysis
  • $60 hourly

    • 5.0/5
    • (80 jobs)
    Not so long ago, a pitch I wrote for a company I co-founded won the Global Entrepreneur of the Year award at the annual Pitch@Palace event at St James Palace, London. Today, I develop pitch decks for business operators everywhere. I collaborate on all aspects of a pitch deck, including content, storytelling, graphic design, financials, and deal structuring. It's an art form and a passion of mine. The range of documents I create includes business plans, financial models, investor pitch decks, enterprise valuations as well as company presentations. Many clients have retained my services to work on all their presentations. You can see 40+ case studies on my profile page below, and I am happy to send you my full portfolio. Some recent projects delivered successfully include: (1.) Full suite of investor documents for a US-based PE firm. (2.) Investor presentation for an angel investment fund in London. (3.) Investor presentation and financial model for a housing fund in Luxembourg. (4.) Confidential information memorandum for a Los Angeles-based mid-market M&A firm. (5.) Seed round investor pitch deck for a crypto services firm (USA). (6.) Information memorandum to sell a fire protection company based in Norway. (7.) Seed round investor presentation for a US-based Life Sciences company. (8.) Series A investor presentation for a cloud computing company in the UK. (9.) Series A investor presentation for an FMCG goods company based in Florida, US. (10.) Seed round investor presentation for a mental health tech platform in the UK. Regarding my background, I was raised in New Zealand, educated in Australia, and worked across the world as a career ex-pat for multinational companies. Today I reside in Palma de Mallorca, Spain. I have a Bachelor of Commerce degree with first-class honours, a GPA of 6.0, and 28 years of international work experience. I have served as a board director for the last ten years. Concerning my own entrepreneurial endeavors, in 2013, I co-founded a company that turns plastic waste into low-cost modular homes, schools and medical clinics. I raised USD10m in capital for this venture; it has 160+ shareholders and is an Australian unlisted public company. It's a lot of fun building businesses, and I thoroughly enjoy helping others do the same. On a personal level, I have a deep interest in businesses that improve lives or the world we live in. I think there is a lot to be said about companies that do well by doing good. Please drop me a line and let me know your needs to raise funding or grow revenues. Yours sincerely, Hayden
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Presentation
    Management Consulting
    Pitch Deck
    Fundraising
    Competitive Analysis
    Business Modeling
    Pitchbook
    Company Profile
    Mergers & Acquisitions
    Investor Overview
    Business Plan
    Fundraising Presentation
    Private Equity
    Presentation Design
  • $150 hourly

    • 5.0/5
    • (92 jobs)
    --MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers Association
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Content Writing
    FinTech Consulting
    AI Content Creation
    Cryptocurrency
    Journalism Writing
    Search Engine Optimization
    Information Technology Strategy
    Content Strategy
    Blog Writing
    White Paper
    Creative Writing
    Financial Writing
    Ebook
  • $60 hourly

    • 4.7/5
    • (125 jobs)
    A few Client testimonials are listed below: "Akshata helped me in rendering an idea into a workable plan and I am very happy with the outcome. It is usually challenging to lay out ideas into cogent plans especially by others. For us it was a walk into the park, in fact, they were helping refresh my vision, fine-tuning my ideas into a plan that was more than I expected. I enjoyed working with Akshata." "Akshata was awesome to work with. I am so happy with the work done and will gladly recommend her to any and everyone." "Really impressed with the level of services provided by this contractor. She always responded promptly to my enquiries and spent considerable time discussing my needs and requirements. Would certainly recommend her." "Excellent job on my business plan. I would highly recommend her to anyone needing high quality in a friendly and timely manner. I am very excited about the work. I have needed a good business plan for a long time." _________________________________________________________________________ Are you considering to sell a stake of your unique start-up to Investors or seeking a bank loan to scale your operations or evaluating an opportunity to make an investment? I can help you!! 1. Background: Being an Investment Banker with over 15 years of experience of successfully closing transactions worth over $200M, I understand what an Investor or a Bank wants to see in a business plan, financial model or a Deck to make an investment. While a transaction may seem highly favourable, however a detailed analysis of market trends, business model, demographics, risk factors, the valuation must be carried out prior to concluding it. 2. Services: I enjoy supporting start-up founders to build incredible businesses that reflect their aspirations and goals. I have worked with startups across diverse sectors globally to build their businesses from the ground up or overcoming their funding and cash flow challenges. My services are customized to meet the specific needs of the start-up and the investors: ✅ Carry out a detailed financial due diligence to unveil the actual state of the business, its positioning and potential. ✅ Develop user-friendly & customized multi-year financial forecasts (Income statement, Balance Sheet, Cashflow statements, Working Capital statement, Debt & Equity schedule, Asset schedule etc.) to help you understand the real growth potential of the business. Assumptions are suitably marked enabling user to make changes to see the impact in real time; ✅ Investment Analysis (Ratio Analysis, Break-even, Sensitivity Analysis); ✅ Business Valuation (DCF, Comps, Precedent Transactions) to provide you with a logical starting point when negotiating terms or seeking to buy or sell a business (or a part of it). ✅ Write a Financial Plan; ✅ Design appealing charts; ✅ Review and write customized investor grade Business Plans and Investment Memorandums. 3. Experience: A highly successful track record of advising over 250 clients across diverse business sectors and geographies. ✈️ Regions ✅ Americas (USA, Canada, Latin America) ✅ Europe (Switzerland, UK, Germany, Russia, Italy, France, Spain, Cyprus) ✅ Asia (India, Singapore, Thailand, Myanmar, Vietnam, Nepal, Indonesia, Japan, China) ✅ Middle East (Saudi Arabia, UAE, Kuwait, Israel, KSA, Bahrain, Qatar, Turkey, Israel) ✅ Africa (Nigeria, DR Congo, Tanzania, Ethiopia, Ghana) ✅ Australia 🏢 Sectors • Technology (Cloud Computing, IOT, Website & Mobile App Development, Software, agri-tech, ed-tech, IaaS, SaaS, PaaS, health-tech, e-Commerce) • e-Commerce (Grocery, Medicine, Furniture, FMCG, Clothing, Hotels, Jewelry, Travel) • Healthcare (Pharma, Diagnostics, Medical devices, Homecare, Hospital, Air ambulance) • Energy (Conventional, Renewable, Energy Storage) • Hospitality (Hotels, Restaurants, Food Truck, Juice Bars) • Professional Services (Tailoring, Salon, Home Repair, Appliance Repair, Gardening) • Telecom (Infrastructure, Services, ISP) • Agri-business (Urban Farming, Vegetable Oil production, Onion, Poultry, Mechanized Farming, Hydroponics) • Entertainment (Amusement Park, TV Shows, Film Production & Distribution) • Banking & Financial Services (Insurance, Supply Chain Finance, Factoring, AML) • Real Estate & Infrastructure Development • Natural Resources & Mining (Copper, Gold, Zinc) • Automotive & Aviation • Electronic Goods (Tablets, Smartphones, Sensors, Security Systems) • Engineering Goods & Services, Materials • Design Studios • Defence & Aerospace • Social Ventures, and Non-profits Let's speak! Though I am based in India, I can speak/work at a mutually convenient time.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Modeling
    Business Modeling
    Business Valuation
    Business Writing
    Venture Capital Consulting
    Business Proposal Writing
    Dashboard
    Financial Analysis
    Business Plan
    Business Analysis
  • $15 hourly

    • 4.8/5
    • (151 jobs)
    I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas: A. CPA & Bookkeeper Functions: 1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB) 2. Corporate Finance (CFO Level) a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Modeling
    Technical Analysis
    Xero
    Business Valuation
    Accounting Report
    Accounts Payable Management
    Financial Management
    Management Consulting
    Accounts Receivable Management
    Financial Analysis
    Bookkeeping
    Tax Accounting
    GAAP
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Month-End Close Assistance
    Intuit QuickBooks
  • $225 hourly

    • 5.0/5
    • (21 jobs)
    Greetings: I am a tenured financial professional/investment banker and former PWC CPA specializing in 506c/CF and private equity offerings. I am a veteran investment banker and private equity expert with over 25 years of experience. I have served at firms including Bear Stearns, Thomas Weisel Partners, and PaineWebber and headed the investment banking department of three boutique investment banks. I have a record of successfully executing over 250 investment banking transactions and raising more than $3 Billion in debt and equity financing, in addition to leading multiple M&A transactions. I have served as a trusted advisor to hundreds of C-level teams. I have authored countless offering memorandums and investor presentations and structured hundreds of private equity investments. I have worked closely with the country's top venture capital firms and presented my clients’ businesses and capital offerings to thousands of institutional and retail investors. I am also an expert at helping C-suite officers present their companies and their capital offerings to investors in a highly professional and compelling way. Having held a FINRA series 24, 7. 63, and 79 for over 15 years, I am intimately familiar with the rules and regulations pertaining to SEC and FINRA compliance. Early in my career, I also served for several years as a CPA at PricewaterhouseCoopers, an international accounting and consulting firm. I hold an MBA from Northwestern University and a bachelor’s degree in finance and accounting from the University of Iowa. I have spent my career assisting entrepreneurs and helping them to reach their goals. I look forward to helping you reach yours. Mark Finckle CAPITAL RAISING/INVESTMENT BANKING SKILLS: Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations CFO SKILLS: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization TECHNICAL SKILLS: Expert presenter & Public Speaker Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42, and other retail-focused POS Video Editing (Camtasia, et al, multiple technical YouTube videos online) TEFL Certification
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Analysis
    Sales
    Coaching
    Presentation Design
    Teaching
    Venture Capital Consulting
    Investment Banking
    Business Presentation
    Private Equity
    Employee Onboarding
    Startup Consulting
    Presentations
    Financial Planning
    Data Visualization
    Training
  • $40 hourly

    • 4.7/5
    • (358 jobs)
    Analyst - business writer - projections - research - terms and conditions, report writing (literature reviews, essays, research reports, trend reports etc.). Copywriting, blog writing, SEO. CV/Resumes, cover letters, introduction letters, complaint letters. Creation of briefs and motions, trusts, financial and business administration, editing, proofreading. Strategist, creative out-of-box thinking.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Legal Writing
    Copywriting
    Microsoft PowerPoint
    Academic Writing
    Contract Drafting
    Business Proposal Writing
    Business Planning & Strategy
    Blog Writing
    Article Writing
    Cover Letter Writing
    Company Profile
    Real Estate
    Business Analysis
  • $75 hourly

    • 4.9/5
    • (633 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $135 hourly

    • 4.1/5
    • (65 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $40 hourly

    • 4.9/5
    • (1,910 jobs)
    I have assisted clients with raising millions in funding by preparing by business plans, financial models and pitch decks. This is what sets me apart from other freelancers in the business planning category: ✅ Unlimited revisions without any additional charges ✅ Multiple design templates to choose from ✅ Free consultation regarding fundraising ✅ Mulitple versions (for banks and VCs without any additional charges) ✅ Meetings with investors if required. ✅ Prepared more than 1,400 successful business plans, pitch decks, and financial models.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Writing
    Business Plan
    Business Analysis
    Business
    Financial Presentation
    Financial Modeling
    Business Valuation
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $550 hourly

    • 4.9/5
    • (355 jobs)
    Get 2X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Presentation Design
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Pitch Deck
    Fundraising
    Investor Roadshow
    Management Consulting
    Pitchbook
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
  • $150 hourly

    • 4.9/5
    • (87 jobs)
    Raising money as a startup is hard work! The amount of collateral required (one-pager, pitch deck, business plan, financial projections) is massive. And if that's not enough the knowledge required to actually approach and close rounds with angels and VCs is another huge hurdle. With 13 years of entrepreneurial experience and 3 exited startups, I know what investors are looking for when analyzing startups. Whether it be a business plan, pitch deck, financial model, or term sheet, I'm here to help you create the collateral that will get investors' attention. You only get one chance to impress an investor, don't waste it! Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. I have completed pitch decks and fundraising (Pre-Seed to Series C) for over 300 companies including my own funded and exited startups. I specialize in knowing what accelerators are looking for (Y-Combinator, TechStars, TechCrunch Disrupt, 500 Startups, SOSV). I am an extremely detail-oriented and fast worker. Additionally, I am a growth hacker who can help you acquire and cater to your first users by putting together completely customized marketing plans and helping you execute them out. I specialize in: - Business Consulting - Business Plan Writing - Pitch Decks - One Pagers - Financial Projections - Pre-launch Feasiblity Studies - Venture Capital Strategy - Marketing & User Acquisition Plans - Market Sizing - Competitor Analysis. I'm looking forward to connecting with you and helping you on your journey to startup growth and success!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Venture Capital Consulting
    Pitchbook
    Startup Consulting
    Business Plan
    Fundraising
    Management Consulting
    Business Modeling
    Financial Modeling
  • $250 hourly

    • 4.9/5
    • (88 jobs)
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $165 hourly

    • 4.9/5
    • (228 jobs)
    Hello. Are you launching a startup? Looking to propel your company? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, and business plans. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one investors stand up and take notice. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of early-stage tech powerhouses. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your startup journey unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Projection
    Investor Overview
    Strategy
    Venture Capital Consulting
    Financial Writing
    Corporate Finance
    Business Plan
    Business Coaching
    Management Consulting
    Presentations
    Startup Consulting
    Financial Modeling
  • $150 hourly

    • 4.9/5
    • (311 jobs)
    I have 15 years of progressive income tax experience for both individuals and business entities. Before moving to South Carolina to work as a Tax Manager for a regional CPA Firm in 2012, I spent 10 years in Syracuse, NY working to legally minimize my clients' tax obligations. I've since left public accounting and now work as the Chief Financial Officer for a Foundation operating on an $18MM annual budget. Our organization operates in QuickBooks Online and I have previously developed and instructed a computerized accounting course at a local University that focuses on QuickBooks, MS Excel, and Xero. Whether you need help navigating the ever increasing complexities of our tax law, help with your organizations payroll, are looking for an outsourced CFO, or just need some general accounting consulting, then let's connect so I can help you grow your business! I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Property Tax
    Intuit QuickBooks
    Corporate Tax
    Tax Law
    Payroll Accounting
    Tax Preparation
  • $30 hourly

    • 4.7/5
    • (25 jobs)
    Accomplished accounting professional with more than twenty years’ experience in fiscal operations, accounting, cash flow management, variance preparation and analysis, A/P and A/R and quarterly or year-end closing. Managed multi-jurisdictional accounting standards. Strategic planner with the ability to develop frameworks and standards that align with organizational goals, strategy, and governance. Extensive experience in research, business, and equity valuation of publicly traded and private equity firms. Expert with fundamentals, quantitative & qualitative analysis, DCF valuation, metrics, financial statement analysis and financial ratio interpretations including financial modeling and business planning. Utmost integrity and trustworthiness combined with solid interpersonal skills with the ability to develop internal and external relationships. Positive and proactive with the ability to function across all organizational levels. Enjoy being part of, as well as managing, motivating, and training a successful and productive team. Thank you.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Google Sheets Automation
    Search Engine Optimization
    Data Entry
    Forecasting
    Company Research
    Data Visualization
    Business Valuation
    Quantitative Analysis
    Financial Modeling
    Article Writing
    Valuation
    Investment Research
    Financial Analysis
  • $40 hourly

    • 5.0/5
    • (108 jobs)
    Professional content services for businesses and startups, specializing in data-driven storytelling for white papers, pitch decks, and web copy. Affordable, dependable, and results-oriented.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    White Paper
    Technical Writing
    SEO Keyword Research
    Blockchain
    Blog Development
    Cryptocurrency
    WordPress
    Finance & Accounting
  • $70 hourly

    • 5.0/5
    • (59 jobs)
    20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Management Accounting
    Financial Modeling
    Business Valuation
    Cash Flow Modeling
    Data Analysis
    Business Modeling
    Financial Analysis
    Financial Reporting
    Business Analysis
    Budget Management
    Microsoft Excel
  • $175 hourly

    • 5.0/5
    • (34 jobs)
    I am an expert in building business models and financial plans, specializing in small businesses and startups. I honed my skills through 20 years of hands-on experience managing complex projects for large, international companies like Heineken and M&M/Mars. My specialties include: - Revenue projections - Cost Analysis - Fractional CFO/Controller - Cash Flow forecasting - Financial Modelling - Business Plans - Valuations - Sales Tax - Startup Advisory - ecommerce consulting - Microsoft Excel expert with VBA programming - CARES Act (PPP) - NetSuite Administrator - Certified Quickbooks Advanced Online Accountant I am a Chief Financial Officer/Controller with an MBA in Corporate Finance and am a Certified Management Accountant.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Intuit QuickBooks
    Corporate Strategy
    Internal Control
    Ecommerce Website Development
    Business Modeling
    Startup Consulting
    NetSuite Administration
    Financial Modeling
    Microsoft Excel
    Business Plan
  • $160 hourly

    • 5.0/5
    • (326 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $125 hourly

    • 5.0/5
    • (366 jobs)
    I am a seasoned financial modeler and accountant with a focus on preparing financial reports and valuations for B2B companies preparing for mergers. My expertise in financial modeling includes analyzing existing books, performing corporate finance valuations, creating scenario and sensitivity simulations, and advising on growth strategies. I have successfully developed over 250 financial models and 75 business plans with a portfolio valued at over $10 million. My specialties include three statement models, discounted cash flow models, merger models, IPO models, leveraged buyout models, valuation models, project finance models, budgets, forecasts, option pricing models, due diligence reports, and Monte Carlo simulations. In addition to financial modeling, I am also a licensed IRS PTIN holder and authorized to sign tax returns in my capacity. I have extensive experience in tax preparation, including forms 1120, 1120S, 1065, 990, 990-PF, 990-T, 1040, 1040EZ, 1099, W-2, and state taxes. I have also maintained portfolios for clients with monthly turnovers over $50 million, with experience in Xero, QuickBooks, Sage UK and USA, Oracle, Freshbooks, Wave Apps, Oddo ERP, MS Dynamics, and SAP Business One. I am also available for spreadsheet review and can train your team in building robust, flexible, and transparent financial models using FAST (Flexible, Appropriate, Structured, and Transparent) modeling principles. My services include project finance modeling, enterprise reporting model, consultancy, fixing broken models, error checks, and data analysis. Client Testimonials: "Ilyas is a seasoned professional who possess great financial modeling and analysis skills. I enjoyed working with him on two projects for 10 days. He's very courteous, responsive, and cooperative. His exemplary dedication enabled me to complete my projects on time. Thank you, Ilyas :)" "Fantastic consultant who is VERY talented at taking Quickbooks information and formatting it into a marketing-focused P&L. We hired Ilyas for a small project, and it grew into creating all financial documentation for our data room for PE firms and investors. He is incredibly talented, and I highly recommend him. Also, he is a CPA, so he truly understands financials." "I hired Ilyas to help me produce a 5-year financial business plan for a TV and media production company. He was available immediately on call and extremely responsive. He understood what was needed without needing too much information from me. He turned it around in three days and did a handover debrief of all his projections and models." "I would highly recommend him and look forward to working with him again." "It was great working with Ilyas, he seems like a great person. From the first moment, he was very helpful, always willing to teach and help me using the work he was doing for me. Always available. I would completely recommend him." Don't hesitate to reach out if you're in need of a trusted financial modeling and accounting professional. I look forward to working with you! Best regards, Ilyas Anis
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Valuation
    Real Estate Financial Modeling
    Cash Flow Modeling
    Xero
    Business Plan
    Financial Modeling
    Corporate Finance
    Microsoft Power BI Data Visualization
    Presentation Design
    US Taxation
    Real Estate Appraisal
    Microsoft Excel
    Tax Preparation
    Financial Projection
  • $60 hourly

    • 4.9/5
    • (319 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $28 hourly

    • 4.9/5
    • (83 jobs)
    Objective To lead a team of skilled personnel providing support to organizations in all aspects of Finance, Investing, Auditing, Statutory compliance, Tax filing, Banking and other IT Enabled Financial Services Ability Business analysis evaluating cross border business/ investment opportunities Proven track record in setting up new ventures, establishing new clients, client relationship management, delivering outsourced projects & achieving results in diverse business lines. Experience 32 years in Banking, Stock Broking, Wealth Management, Equity research, Forex Management, Risk Management, IPOs, Loan Placements, Off Shoring, Software Development & Information Technology Enabled Services, Management consultancy Skills & Exposure in Book keeping, General Banking, Investment & Merchant Banking, Forex Management, Derivatives, Credit, Project Appraisal, Rehabilitation, Equity Research, Stock Trading, Portfolio Management, Stock Broking, Onsite Software Consultant Management, Software Design & Development, Parcel mapping, 2 D Drafting & Digitization, Back Office Support Services, Taxation, FEMA, Secretarial & Statutory Compliance, Costing, International Bids / Request For Proposals in GIS.Software knowledge Good Dbase III & IV, Foxpro 2.6, Visual Foxpro 6, Visual Basic 6, MS Access, Crystal Reports, Auto CAD 2002, AutoCAD Map 5, MS Office, MS Project 1998Working MapInfo, MapX, ArcView, ER Mapper, Vertical Mapper, MicroStation, Auto digitization Software, Adobe PhotoShop 6, Oracle, C++, C, Lisp, MS Windows 9x, NT & 2000, Networking, Browsers- accounting Packages QuickBooksPro (including Payroll, Order/ Inventory Modules), QuickBooks, Unilink (Writeup*32, GL*32), Creative Solution Accounting (Write-up Solution, Payroll Solution, Trial Balance Solution), Tally, NISE, Bancs 2000, Lacerte, Turbo Tax
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Project Management
    Visual Basic
    Microsoft Access
    Data Entry
    Recruiting
  • $150 hourly

    • 4.3/5
    • (208 jobs)
    Currently, Managing Director & CEO at Ruskin Felix Consulting LLC RFC is a global management consulting firm with a presence in 10 countries. We have worked with over 2,000 clients, raised more than $72 Million for our clients and worked in 160+ countries. Our 50 Member team specializes in specific divisions across different service verticals. As a global firm with a focus on Market Research, Business Planning, Strategy Formulation, Valuation and Investment Banking. Please visit our corporate website for further information on our operations. I am a Chartered Management Accountant and a fellow member of CIMA(UK) an AICPA(US), also a Certified Financial Planner (CFP) .
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Planning & Strategy
    Valuation
    Blockchain
    Game
    Startup Consulting
    Financial Modeling
    NFT
    Cryptocurrency
    Business Strategy
    Real Estate Financial Modeling
    Marketing Strategy
    Business Analysis
  • $89 hourly

    • 4.8/5
    • (451 jobs)
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well thought out business model were present.") I will build your customized Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish or once your payment method is verified by Upwork, whichever is sooner. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $89 /hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand the details of your business planning. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Business Valuation
    Financial Modeling
    Business Modeling
    Financial Report
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