Hire the Best Investment Managers

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate, e-commerce, and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting

Need a CFA-certified financial modeler, with hands-on CFO experience building real finance functions from scratch, to help you raise capital, forecast growth, and make smarter decisions? You're in the right place. 📌 About Me With 10+ years in finance — including roles as Finance Manager, Financial Modeler, and Analyst at a leading asset management firm ($2B+ AUM), and most recently as CFO of an AI-driven biotech SaaS company (~$4M ARR, US & UK operations) — I don't just build models. I've lived inside the numbers, built the systems, and used the outputs to drive real business decisions. I specialize in clean, decision-ready financial tools: forecasting models, investor-grade dashboards, SaaS KPI frameworks, and valuation frameworks — built for founders, boards, and investors who need clarity, not spreadsheet noise. What makes me different: I've built production-grade, fully automated finance stacks (Supabase, PostgreSQL, Python, API integrations) and leveraged AI-assisted development to compress what normally takes a team into fast, finance-led execution. 💼 Services I Offer: ✔ 3-statement financial modeling (P&L, CF, BS, ratios, charts) ✔ Pro forma projections & forecasting ✔ Valuation modeling (DCF, comps, precedents) ✔ DCF, IRR & capital budgeting (NPV, payback, PI) ✔ SaaS KPI frameworks (MRR, ARR, ARPU, Churn, CAC, LTV, cohort analyses) — fully automated ✔ Investor-grade reporting packs & board-ready dashboards ✔ Marketing finance & channel analytics (ROAS, CAC by channel, conversion funnels) ✔ Dynamic dashboards (Excel, Google Sheets, Power BI) ✔ Investment risk & performance analysis (Sharpe, alpha, drawdown, etc.) ✔ Scenario & sensitivity modeling (base, bear, bull) ✔ Cap table modeling (dilution, ownership) ✔ Return distribution modeling (LP/GP, equity waterfalls, hurdle, promote) ✔ Multi-entity consolidation & FP&A (budgeting, rolling forecasts, variance analysis) 💡 Industries I've Worked With: - SaaS & AI/biotech startups - eCommerce - Real estate & investment firms - Manufacturing & servicing companies - Traditional investments & wealth management - Crypto asset management - Healthcare & private medical practices 🤝 Ready to build something that drives real decisions? Let's talk — I respond quickly and deliver with clarity, precision, and professionalism.

I’m an investment writer and analyst with more than 15 years of experience across portfolio trading, fund operations, fund product management, and capital markets commentary. Before becoming a full-time writer, I built my career inside the investment industry, working across several roles that gave me a deep, practical understanding of how financial products, portfolios, and markets operate. As a Client Portfolio Trader, I executed trades across tens of thousands of discretionary accounts in a single day. As a Portfolio Operations Manager, I helped manage multi-billion-dollar tactical asset allocation calls. And as a Product Manager, I was responsible for a group of flagship multi-asset class funds with more than $4 billion in assets under management, while also leading the launch of an innovative suite of index-tracking ETFs from concept through inception. That institutional background is the foundation of my writing. I don't approach financial content as an outsider. I understand how investment products are built, how portfolios are managed, and how sophisticated financial ideas need to be communicated to different audiences. Since transitioning into financial writing, I have produced more than 10,000 social media posts and authored more than 2,500 published articles, white papers, and thought leadership pieces for financial firms, fund managers, and newspapers, including Forge Global, Changebridge Capital, Ionic Capital, Toroso Investments, EB Wealth, GraniteShares, The Dallas Express, and Infrastructure Capital. I've held the CFA charter since 2017.

I am a private equity real estate professional with 11 years of experience working on institutional investment projects resulting in over €2.5 billion of closed deals. I provide premier real estate advisory, such as capital raising and capital deployment support, as well as investment management servicing. I have worked at renowned firms, such as Cerberus Capital Management (one of the 10 largest real estate fund managers in the world), Prologis (no. 1 logistics real estate investor in the world), and other world-class real estate investment firms. I started my career in Paris, analysing private debt real estate investments at ING Real Estate Finance, and co-managing an office and logistics portfolio comprised of 70+ assets scattered across France as part of the DTZ Investors team. I hold the Master of Science in Management degree from the Grande École programme at HEC Paris with an orientation in real estate, and am fluent in French, English, and Spanish, and intermediate in German.