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Rating is 4.8 out of 5.
4.8/5
based on 259 client reviews
  2. Finance & Accounting Talent
  3. Management Consultants
  4. (Current) Mergers & Acquisitions Specialists
  • US$300 hourly

    • 4.9/5
    • (234 jobs)
    A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry
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    Legal Writing
    Contract Law
    Tax Law
    Intellectual Property Law
    Legal Research
    Employment Law
    Legal Consulting
  • US$250 hourly

    • 5.0/5
    • (118 jobs)
    Clint's goal is to help clients find common sense legal solutions to their business needs. With 25 years of experience as a partner at large national law firms, he can deliver big firm expertise at a fraction of the cost. He understands that clients are looking for value and is committed to providing efficient and careful advice on a wide variety of corporate and transaction matters, including mergers and acquisitions, asset purchase agreements, stock purchase agreements, startup documentation, loan agreements, limited liability company agreements, NDAs, commercial contract drafting and review, corporate finance, venture capital finance, employment agreements, joint ventures and corporate governance matters. He serves as outside general counsel to multiple tech companies. Clint has a high degree of interest in the use of artificial intelligence and its applications to legal services. He is active in using AI to increase his productivity and the quality of the services he provides. Clint has worked on transactions of all kinds and sizes. He has deep experience in commercial finance matters, loan agreements, security documents, guaranties, forbearance agreements, loan modifications and intercreditor agreements. His finance expertise extends to debt restructuring, loan workouts, debtor-in-possession finance, project finance and real estate finance. He is an expert on all aspects of the Uniform Commercial Code. He often serves as local Utah and California counsel in the delivery of third-party legal opinions. He has worked on multiple international transactions over the years. He regularly works with clients on a flat fee basis and has a particular interest in the technology, outdoor retail and renewable energy industries. He is fluent in Japanese.
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    Document Review
    Corporate Governance
    Corporate Finance
    Japanese
    State Bar of California
    Utah State Bar
    Startup Consulting
    C-Corporation
    Limited Liability Company
    Corporate Law
    Real Estate
    Stock Option Agreement
    Contract Drafting
  • US$160 hourly

    • 5.0/5
    • (338 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.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Business Plan
    Strategic Plan
  • US$20 hourly

    • 4.9/5
    • (83 jobs)
    As a Business Consultant, I leverage my certification in Data Analytics and my postgraduate degree in Finance and Marketing to provide high-quality solutions for various clients across different domains. I have over 10 years of experience in research, finance, and project management, with a focus on feasibility studies, business plans, pitch decks, financial analysis, and underwriting of real estate properties. Currently, I am working on multiple projects that involve IT financial management, budget reconciliation, financial discrepancy identification, and project management for different clients. I also have experience in investor relations, fintech, and knowledge transfer software segments. My mission is to help clients achieve their business goals and optimize their performance through data-driven insights and strategic recommendations. Ongoing Projects 1. First-level underwriting of single-family and multi-family properties in the US for multiple clients. 2. Monthly ITFM (IT Financial Management) and Budget reconciliation for Signant Health. 3. Identifying financial discrepancies during the period of COVID for an e-education portal. 4. Project Management and research work for a client based in Germany. 5. Detailed tech research and content creation (white papers) for a client based in the US. 6. Preparation of multiple short pitch decks daily for a Will management company based in Australia. 7. Multiple short-term projects involving preparation of financial presentations and reports, pitch decks, business plans, project management, content creation, data analytics, research, feasibility reports, etc. I have an efficient and highly skilled team to assist in the execution of the above projects. Financial Analysis, Research, and Project Management Upwork · Freelance Aug 2013 - Feb 2021 · 7 yrs 7 mos Bengaluru, Karnataka, India · Remote • Project management and handling of a team underwriting over 80 single-family properties daily for a period of 3 months. • Project Management involving coordination with tech partners for implementation of fintech projects and Research Analysis involving high-level research of financial software. • Preparation of a Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. • Investor research and Account Management for a Private Equity firm engaged in sourcing investors for firms in growth - stage in the Silicon Valley. • Investor research and Account Management for a Venture Capital firm engaged in sourcing investors for firms in the seed/early stage. • First-level underwriting of single-family and multi-family properties in the US for multiple clients. (2019 onwards) • Research and content development for a corporate trainer. • Strategic and marketing advisory services for a blockchain firm. • Consultancy services for multiple start-up projects • Preparation of an Offering Memorandum for a property transaction. • Developed a financial model for an e-vehicle project. • Preparation of a Pitch Deck for a freelancing platform. • Equity-based research and client portfolio reporting. • Detailed study and report on the Foreign Portfolio Investor (FPI) segment in India. • Periodic composite ranking of stocks using customized software and backtesting. • Developed 200+ work plans in the Project Management and Marketing sectors. • Research on African Pharma Industry companies specialized in various segments based on certain specific criteria. • Quantitative and qualitative research on the MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries as part of a feasibility study being undertaken for a client interested in investing in convention centres in Africa. • Publication update – Updating 2017 information on 10 Asian countries concerning the MICE industry in terms of the general economy, top venues, their developments, top organizers, and MICE industry growth. In-depth research on all events organized in these countries concerning the number of exhibitors, visitors, exhibition area, YOY growth, etc. • Research on Food & Beverage wholesalers across various segments in Germany and updating the Food & Beverage industry figures of 15 countries from different government sources for various years. Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) Fortress Financial Services Ltd. · Full-time Jun 2007 - Aug 2009 · 2 yrs 3 mos Mumbai Area, India •Research on  real estate, road, airport, railways, and hospitality sectors in India  • Location Analysis, Commercial & Financial Feasibility of multiple projects • A Report on India: An Economic Power House  • Preparation of bid documents for Airport projects • Actively involved in M&A and JV assignments  • Successfully mentored 3 summer trainees on their summer internship projects • Preparation of business plans.
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    Microsoft Excel
    Infrastructure as Code
    Microsoft PowerPoint
    Financial Modeling
    Presentations
    Pro Forma Statement
    Financial Report
    Data Analysis
    Qualitative Research
    Business Valuation
    Real Estate Appraisal
    Finance & Accounting
  • US$150 hourly

    • 5.0/5
    • (15 jobs)
    🚀 On a Mission to Accelerate Your Business toward Financial Health & Success through Strategic Planning & Financial Management 📊 Countless Financial Models Created, $3B of Deal Flow Directly Managed, 500+ Businesses Evaluated 🛒 Comprehensive & Integrated Services - Take Care of Your Fractional CFO, CPA-Managed Bookkeeping, Tax, Payroll & Financial Reporting with a Single Partnership We are Industry Agnostic, QuickBooks Pro-Advisor-Certified and Ready to Support Startups & Small Businesses of All Sizes ✅ What Sets Us Apart: ⭐ Strategic Partnership - We Learn Your Company, Strengthen Your Business Plan & Work to Position You for Success. ⭐ Customizable - Tailored Packages Based on the Model You Need. ⭐ Insider Perspective - Deep Buy and Sell-Side M&A and Fundraising Experience. Owned and Operated Businesses from $0 to $500M in Revenue. Select Services: Fractional CFO | Financial Management | FMVA-Certified Financial Modeling & Analysis | Strategy & Corporate Development | Bookkeeping | Tax Preparation & Strategy | Payroll Processing | Financial Reporting | Startup Support | New Business Entity Setup | Exit Planning | Mergers & Acquisitions | Small Business Consulting *Please note that we only have capacity to bring on one additional client each month. We look for long-term relationships with growth-minded, collaborative clients. **FYI, this quoted $150/hour rate is for our CFO and consulting services. Our bookkeeping rate is $85/hour. Our financial modeling rate is $100/hour.
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    Financial Modeling
    Business Valuation
    Fundraising
    Corporate Strategy
    Financial Management
    Product Strategy
    Corporate Finance
    Business Modeling
    Program Management
    Team Management
    Investment Banking
    Management Consulting
    Business Analysis
    Strategy
  • US$245 hourly

    • 4.9/5
    • (44 jobs)
    Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
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    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Due Diligence
    Business Valuation
    Startup Consulting
    Financial Statement
    Valuation
    Strategic Plan
    Leadership Development
    Income Statement
  • US$300 hourly

    • 5.0/5
    • (13 jobs)
    Hello! I am a highly experienced lawyer and business operator with deep startup and public company experience. I graduated Stanford Law School in 1998, and 25 years later, I am a tech industry veteran with a broad base of experience including across hardware and software, and B2B and B2C, and with big public companies and nascent startups, alike. In addition to my day-to-day work, I enjoy taking on side projects where I can use my specialized skills and experience to help others. Below is a summary of my work experience. If you think that I can be helpful, just let me know! PROFESSIONAL EXPERIENCE HIGHLIGHTS SV Academy - Co-founder, COO, General Counsel (2015-Present) Hewlett-Packard - VP Operations & Strategy (2012-15) -Served as Chief of Staff to EVP of HP’s Software division. Autonomy, Inc. (acquired by Hewlett-Packard) - COO & General Counsel-US (2008-12); SVP, Business Affairs & General Counsel (2006-08); Associate General Counsel (2005-06) - Grew Legal org from 1 to 25 employees for public enterprise software company. - Responsibilities included management of business transactions; litigation/ADR; strategic alliances; employment; IP management; corporate governance; government contracts; regulatory compliance; license compliance enforcement; and international work. - Successfully managed multiple M&A integrations, including Interwoven ($775MM, 700 employees, 2009), Zantaz ($375MM, 300 employees, 2007) and Verity ($500MM, 500 employees, 2005). - Additional responsibilities included management of US Operations, including Inside Sales, Sales Operations, HR, Procurement, Facilities and Federal Business division. Brocade Communications Systems - Director, Legal Affairs (2004-05); Senior Corporate Counsel (2003-04), Corporate Counsel (2001-02) - Managed legal team and outside counsel for $2B storage technology hardware & software company. - Managed all business transactions, commercial litigation, merger and acquisition, regulatory compliance, and IP portfolio management. Provided legal support to all operating departments of 1,500 person multinational organization. - Drove and closed strategic business transactions, including key OEM sales deals with values in excess of $500MM+ each; a real property transaction valued over $100MM+; international manufacturing deals of over $2B, and M&A transactions valued up to $2B. - Managed open-source software integration and patent harvesting programs. Gibson, Dunn & Crutcher, LLP - Associate (1998-2000) - Successfully managed IP and general commercial litigation disputes for top-tier international law firm - Interviewed clients, drafted court briefs and strategy memoranda, and deposed witnesses. - Transactional work included IP licensing, M&A and employment contracts. EDUCATION McGill University - BA, Joint Honors, English & Philosophy (1994) Stanford Law School - JD (1998)
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    Contract Law
    Corporate Law
    Intellectual Property Law
    Employment Law
    Business Management
    Startup Company
    Business Operations
    SaaS
    Legal
    Enterprise Software
    Executive Coaching
    Legal Consulting
    Entrepreneurship
  • US$75 hourly

    • 4.9/5
    • (416 jobs)
    ✅ Honesty & Knowledge is on top priority for me to do task :) ✅ 8.5 years of experience ✅ Quick Responder Top Rated Freelancer ✅ Certified Google Cloud & Workspace Support Partner ✅ Microsoft, Google Cloud, GoDaddy, Zoho Official Support Partner ✅ Top Rated Freelancer on Upwork ✅ Google Workspace for Education Official Partner ✅ Google App Script Expert ✅ Cloud M Partner & Migrations Expert ✅ BitTitan Partner & Migrations Expert ✅ 24/7/365 Available for your service ✅ Quick turnaround time ✅ Fluent in English ✅ Google Workspace(Formally G Suite) Solutions - Google Workspace(Formally G Suite) Account Setup with Domain Name - 24*7*365 Google Workspace(Formally G Suite) Technical Support - 24*7*365 Google Workspace(Formally G Suite) Data Migration from any existing Server - Billing Issue Resolutions of Google Workspace(Formally G Suite) - Google Workspace(Formally G Suite) Remote Training ✅ Microsoft Office 365 Solutions - Office 365 Account Setup with Domain Name - 24*7*365 Office 365 Technical Support - 24*7*365 Office 365 Data Migration from any existing Server ✅ Zoho Email Solutions - Zoho Email Account Setup with Domain Name - 24*7*365 Zoho Email Technical Support - 24*7*365 Zoho Email Data Migration from any existing Server ✅ Website Migrations & Maintenance - Website transfer from Existing Server to New Server - 24*7*365 Website Maintenance Help - 24*7*365 Website's Database Backup & Transfer ✅ Hosting Server Transfer - Hosting transfer from Existing Server to New Server - 24*7*365 Hosting Maintenance Help - 24*7*365 Website's Database Backup & Transfer ✅ Customer Support Specialist - 24*7*365 E-Mail Support to your client with Fluent English - 24*7*365 Technical Support - 24*7*365 Remote Technical Support
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    Google Workspace Administration
    IT Compliance Audit
    Microsoft Server
    Domain Migration
    Data Migration
    Trigger Email Setup
    Multiple Email Account Management
    Google Workspace
    Email Deliverability
    Workspace
    Backup & Migration
    Google
    Migration
    Email Support
  • US$160 hourly

    • 4.9/5
    • (329 jobs)
    Simon Brody of Brody Law provides the experienced support businesses need -- in the areas of Intellectual Property, Mergers and Acquisitions, Contract Review and Negotiation, Trademark, Copyright, Terms of Service, Privacy Policies and much more. Simon Brody is top-rated and well-reviewed on UpWork. Simon Brody's comprehensive, attentive, and accessible services are the reason many clients have chosen Brody Law to serve as their Outsourced General Counsel. Nationally and internationally -- developers, websites, online service providers, start-ups, businesses of all sizes -- depend on Simon and Brody Law LLC to meet their legal needs as-needed or on an on-going basis. Brody Law LLC routinely provides the following services: • Drafting of Service Agreements, Asset Purchase Agreements, Terms of Service, NDA, and other routine business documents. • Design and creation of legal policies, terms & conditions, licensing agreements for your app, website or online business • Contract review, red-lining, revision, and negotiation. Comprehensive contract management services. • Trademark registration and assistance with USPTO processes, responding to Trademark infringement demand letters. • Assistance in Copyright infringement matters, drafting or replying to cease & desist notices, or serving as DMCA agent. • Business formation, drafting By-Laws and Operating Agreements, recording transfers of shares and ownership interests. Inquire today regarding availability. • Drafting of reviewing Letters of Intent (LOI), assisting with Diligence process, reviewing or drafting Purchase Agreements (APA, SPA) and providing M&A support. • Providing legal support for Amazon Sellers.​
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    Trademark
    Compliance
    Intellectual Property Law
    Copyright
    Trademark Consulting
    Legal Assistance
    The Missouri Bar
    Non-Disclosure Agreement
    Corporate Law
    Startup Consulting
    Contract Negotiation
    Contract Drafting
  • US$105 hourly

    • 5.0/5
    • (218 jobs)
    Member of the Bar Association. My experience includes working at various top-notch law firms; I am well conversant with Cryptocurrency(MSB registrations and Restricted Dealer status with CSA and provincial authorities) and the IT sector and its demands circling around the legal requirements. I specialize in: INTERNET: • Crypto regulations in Canada • MSB Registation • Restricted dealer registration for Crypto Firms/Companies in Canada • Terms of Use /Terms and conditions/T&C’s • CCPA & GDPR compliant Privacy Policies/ Data Policies • E-commerce and setting up small businesses online. BUSINESS: • Partnership Agreements • NDA/ Non-Compete • Asset Purchase Agreements • Shareholder/Investor Agreements • Supplier Agreements • Letters of Intent/Memorandums of Understanding • Buy/Sell Agreements • Residential/Commercial Leases • Real Estate Purchase Agreements • Employment • Independent Contractor Agreements • Business Contracts • Equity Share • FDD & Franchise Agreement • Corporate law Assistance • Terms of Use /Terms & conditions/T&C’s Other Legal Services provided: LEGAL SUPPORT SERVICES/ ▪ Proofreading Services ▪ Compliance Management Services ▪ Review of Terms of Use ▪ Support in other Corporate law matters. LEGAL DRAFTING SERVICES: ▪ Drafting of Commercial Contracts ▪ Drafting emails and other responses as per client’s requirements ▪ Drafting letters to clients ▪ Terms and Conditions for eCommerce platforms LEGAL RESEARCH SERVICES ▪ Operating online legal database ▪ Researching on another online public government database. ▪ Identifying and retrieving information that is necessary to support legal decision- making. I have drafted numerous Terms of Use /Terms and conditions/T&C’s for different eCommerce startups My response time is generally less than 60 mins, and you may get in touch with me for your legal concerns. I look forward to hearing from you!
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    Legal Assistance
    Contract Drafting
    Contract Law
    Privacy Law
    Data Privacy
    Contract Negotiation
    Corporate Law
    Contract Management
    Employment Law
    Legal Consulting
    Terms & Conditions
    GDPR
  • US$135 hourly

    • 4.1/5
    • (70 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.
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    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Financial Analysis
  • US$30 hourly

    • 5.0/5
    • (165 jobs)
    Greetings! I'm a certified Google Cloud Engineer and have 6 years of work experience in Google Workspace (G-Suite) and Google Cloud Platform. In Upwork I am focusing to deliver my services for clients who need help in Google Workspace implementation, migration & troubleshoot. Whether you need to do a small troubleshoot or enterprise level implementation or migration. I can help! below are some services I can offer to you. Google Workspace(Formally G Suite) Solutions - Google Workspace(G Suite) Account Setup with Domain Name - Help you to choose the correct plan for your company - Data Migration from any existing Server - Google Workspace(G Suite) Remote Training - Setup DNS and security records for efficient email (MX | SPF | DKIM) - Technical Support - Google for Nonprofits Thank you.
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    Cloudflare
    Google Workspace
    Google Workspace Administration
    Email Deliverability
    Data Migration
    Email Support
    Google Analytics
    Domain Migration
    Technical Support
    Google Sheets
    Workspace
    Office 365
  • US$100 hourly

    • 5.0/5
    • (36 jobs)
    I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
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    Web Development
    Microsoft PowerPoint
    Management Consulting
    Investment Banking
    Financial Statement
    Financial Modeling
    Microsoft Word
    Microsoft Excel
  • US$100 hourly

    • 5.0/5
    • (234 jobs)
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Business Plan
    Financial Analysis
  • US$17 hourly

    • 5.0/5
    • (48 jobs)
    💥💥 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 Odoo, Xero, QuickBooks Online Bookkeeping Expert 💥💥100% Satisfaction rate 🏆 👉𝐀𝐬 𝐚 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫, 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐢𝐭 𝐢𝐬 𝐭𝐨 𝐤𝐞𝐞𝐩 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬 𝐢𝐧 𝐨𝐫𝐝𝐞𝐫. 𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐞𝐫𝐞 𝐈 𝐜𝐨𝐦𝐞 𝐢𝐧 - 𝐈'𝐦 𝐚 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫, 𝐎𝐝𝐨𝐨, 𝐚𝐧𝐝 𝐗𝐞𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐰𝐢𝐭𝐡 𝐚 𝐩𝐚𝐬𝐬𝐢𝐨𝐧 𝐟𝐨𝐫 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 𝐥𝐢𝐤𝐞 𝐲𝐨𝐮 𝐬𝐭𝐚𝐲 𝐨𝐧 𝐭𝐨𝐩 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐚𝐦𝐞. 🏆𝗧𝗢𝗣-𝗥𝗔𝗧𝗘𝗗 𝗢𝗡 𝗨𝗣𝗪𝗢𝗥𝗞, 100% 𝗝𝗢𝗕 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗢𝗡 𝗨𝗣𝗪𝗢𝗥𝗞, Having expertise in following SOFTWARES🏆 👉QUICKBOOKS 👉ODOO 👉XERO 👉WAVE 👉SAP 👉Oracle NetSuite 👉ANY OTHER COMPATIBLE ACCOUNTING SOFTWARE 👇👇𝘾𝙡𝙞𝙚𝙣𝙩 𝙁𝙚𝙚𝙙𝙗𝙖𝙘𝙠👇👇 💥"When it says 100% Job Success, it's TRUE! Umer has been a very inspiring and hard-working individual who not only delivered as precisely as anticipated, he went above and beyond while exceeding my expectations!!! I shall be hiring him on an hourly and or contract basis in the future!!!!!! You will be satisfied with his professional approach!"💥 💥"I am delighted to provide a strong recommendation for Umer Raza for his exceptional ongoing long-term Odoo Bookkeeping and Accounting services. I have been continuously impressed with their expertise, attention to detail, and proactive problem-solving approach. Umer consistently delivers outstanding results, exceeding my expectations. Their excellent communication, reliability, and commitment to excellence make them invaluable long-term partners for any business. I am excited to continue hiring Umer and his team on this project, confident in their ability to consistently deliver exceptional service."💥 💥"Umer, is quality! He completed a financial model for my startup and educated me along the way. I am thankful for his time and expertise. I look forward to working with him again."💥 💥"A great job is done by Umer. He knows his domain really well for financial accounting, and startup businesses valuation process, and a high-quality deliverable is produced for this project. Excellent communication skills, business knowledge, and deep attention to detail. Strongly recommended."💥 Cheers!!! 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝗻𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱!!!
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Business Plan
    Financial Statement
    Stripe
    Finance & Accounting
    Xero
    Odoo
    Bookkeeping
    Balance Sheet
    Account Reconciliation
    Invoicing
    Accounts Receivable
    Accounts Payable
    Chart of Accounts
    Bank Reconciliation
    Intuit QuickBooks
  • US$200 hourly

    • 4.5/5
    • (134 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 - Always Your Side. 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. Let's chart a path towards success and adding value to your company or transaction. Reach out!
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
  • US$180 hourly

    • 5.0/5
    • (26 jobs)
    I love working on international projects and consulting beautiful minds. Expertise & Education: - CFO (+5 years) - Mergers & Acquisitions (+8 years) - Venture Capital Expert (+10 years) - Entrepreneure & Founder (+10 years) - PhD in International Tax Law in Germany (2017) - Studied Law and Economics in Germany, Australia and Spain (207-2013) Work Experience: - M&A consulting on national and international projects (incl. Market Research, Due Diligence, Company Evaluation and Share/Asset Purchase Agreement) - Venture Capital consulting on national and international projects (incl. Scouting and Profiling of Startups, Due Diligence, Financial Modeling and Shareholder/Investment Agreement) - Interim CFO of eCommerce and FinTech Startups (+50 FTE and +6M€ revenue) - Managing Director of Holding and Operational Companies in Germany - Tax consulting on international restructuring and tax optimization projects
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    Financial Planning
    Contract Law
    Startup Consulting
    Corporate Finance
    Venture Capital Consulting
    Legal Entity Structuring
  • US$100 hourly

    • 4.8/5
    • (49 jobs)
    With over 11 years as a Corporate Finance Advisor, Startup Fundraising Consultant, and Fractional CFO, I have extensive experience working directly with startups, SMEs and large enterprises, enhancing their financial strategies and fostering growth. My professional journey has placed me in key roles within executive teams, providing strategic oversight and driving financial success. For the last 8 years, I've been a Teaching Assistant in M&A and Investment Banking at Luiss Guido Carli University, blending academic theory with practical financial applications. Moreover, I co-founded a startup in food industry and managed it as the CEO; I led the business from its inception to a successful exit, securing funding from high-profile investors and executing comprehensive market strategies. List of Services I Offer: 1. Financial Planning and Analysis (FP&A): I provide in-depth financial analysis and data visualization to guide strategic decision-making, enhancing profitability and operational efficiency. 2. Financial Reporting and Analysis: Comprehensive financial reporting services, providing insights into financial health with custom reports that use data visualization to highlight trends and performance metrics. 3. Valuation Services and M&A Advisory: Accurate valuation assessments for mergers, acquisitions, and other strategic transactions, ensuring optimal capital structure and compliance with financial regulations. 4. Fundraising Support and Management: Expertise in raising funds for over 150 projects, from strategy formulation to final investor negotiations, leveraging market dynamics and financial analysis. 5. Operational Budgeting and Forecasting: Design of financial strategies that streamline resource allocation and enhance operational efficiency, ensuring budget compliance. 6. Risk Management Consulting: Development and implementation of strategies to mitigate financial risks, protecting company interests and ensuring long-term stability. 7. Business Plan Development & Financial Modeling: Creation of detailed financial projections and business strategies for startups and established companies, utilizing data visualization to clarify financial insights. 8. Pitch Deck Design and Information Memorandum Creation: Crafting compelling presentations and documents that communicate business value to investors and partners, integrating clear data visualization. I worked across a variety of industries, including aircraft, building, crowdfunding, digital, energy, food and beverage, financial services, renewable energy, green energy, ESG, healthcare, beauty & wellness, marketing, real estate, media & cinema, gaming and esports, retail and luxury, football, sport, entertainment, SaaS, Artificial Intelligence, EdTech, and tech
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    Business Modeling
    Analytical Presentation
    Business Strategy
    Canva
    Business Valuation
    Company Valuation
    Graphic Design
    Business Analysis
    Business Plan
  • US$260 hourly

    • 5.0/5
    • (134 jobs)
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating offering memorandum (OM) and pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • US$150 hourly

    • 5.0/5
    • (7 jobs)
    ✓ Experienced Silicon Valley software executive, founder and technologist ✓ 6 co-founder roles in venture-funded startups and 4 substantial exits ✓ Experience with bootstrap, angel and venture funding. Every new venture's journey is different, but the patterns and best practices repeat. Working with a startup advisor and executive coach will shorten your time to success, avoid wasted effort and accelerate your learnings. A small investment near the beginning of a project can have a huge impact on its trajectory and eventual success. Any directional decisions you make about your business, product and technology should be informed by a full understanding of your market and trends, and by an understanding of what works and why. In many business situations, experience is worth its weight in gold. Using agile processes, I work with founders and founding teams to create, evaluate and refine: Market Opportunity: identification, scoping and validation Product Strategy: ideation, needs analysis, competitive & partner landscape, prototyping, primary and secondary research and development Business Plan: multidimensional analysis, work breakdown, stage gate milestones Financial Strategy: pro forma modeling, monetization. debt and fundraising Pitch Development: targets, positioning, messaging, variants and testing Business Development: partnerships, channels, licensing, acquisitions Team: co-founders, stage appropriate executive staff, consultants, sensitivity and diversity in hiring, including headcount planning, sourcing, interviewing, nurturing and separating from team mates Software Technology: cloud, mobile and legacy architectures, AI/ML, tools and platforms, cloud services, user experience Marketing and Market Entry Strategies: segmenting and targeting early adopters, product-led marketing, digital and content marketing, word of mouth/net promoter scoring, organic and viral growth engines, brand development Legal: business formation and structure, contracts including funding, indemnification, compensation and options, trademark and patent IP protection Customer Success: self-service and online support, user communities, app instrumentation and analytics I work in close partnership with founders and founding teams and so can only work with a limited number of companies at any one time. My role is to help in both your professional and personal journey so complementary interpersonal style and chemistry is important to the process. My suggested approach is to have a short conversation about your project and see if there is a good fit.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Tech & IT
    Pitchbook
    Strategy
    Startup Consulting
    Executive Coaching
    Venture Capital Consulting
    Software Architecture & Design
    Business Strategy
    Fundraising
    Business Plan
    Marketing Strategy
    Product Strategy
  • US$999 hourly

    • 5.0/5
    • (23 jobs)
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Stock Issuance
    SEC Regulation
  • US$125 hourly

    • 4.8/5
    • (229 jobs)
    Who I am: ✅ Top Rated content and analysis for startups and financial services, focused on building your brand, your professional standing, and getting you clients and capital faster ✅ Founder of The Fund Marketing Group, boutique financial marketing agency for listed firms, Fintechs, asset managers, hedge funds, PE funds, VC funds, property funds ✅ First-hand experience in financial markets with 5+ at two UHNW family offices and 2+ years as an analyst for a Swiss Long Short Equity hedge fund. What I do: 🏆 Content marketing and branding for Fortune 500 companies, VC-backed Fintechs, multi-billion dollar investment funds 🏆Decks that have raised $350+ million for startups and funds over the last 5 years (including from Richard Branson and Roman Abramovich) 🏆 110+ satisfied clients We can do great things together if: ✅You are a top-notch investor/manager/entrepreneur but just don’t have the time to write content, articles, and decks yourself to stand out ✅You are not fully satisfied with your current marketing materials ✅ You need someone to nail 100% your company’s brand, product, and offers in a relatively short time When you work with me you will have content that will make it easier for you to: ✅Build your brand recognition and reputation ✅Raise capital and fine new investor leads ✅Become a leading voice and thought leader in your niche Please message me to learn more about my services and what I can do for you.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Blockchain, NFT & Cryptocurrency
    Asset Management
    Email Marketing
    Strategic Plan
    Business Plan
    Finance & Accounting
    Investment Research
    Business Analysis
    Emerging Tech Consultation
    Fundraising
    Financial Analysis
    Copywriting
    Advertising
    Business Writing
    Financial Writing
  • US$125 hourly

    • 4.4/5
    • (250 jobs)
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Financial Writing
    Financial Modeling
    Financial Analysis
  • US$145 hourly

    • 5.0/5
    • (98 jobs)
    18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Investment Research
    Startup Consulting
    Business Strategy
    Business Modeling
    Managerial Finance
    Business Writing
    Corporate Finance
    Investment Banking
    Business Management
    Business Valuation
    Business Analysis
    Financial Modeling
    Business Plan
  • US$125 hourly

    • 4.9/5
    • (74 jobs)
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Growth Strategy
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Venture Capital Consulting
    Presentations
  • US$90 hourly

    • 5.0/5
    • (15 jobs)
    I empower my clients to launch and scale their operations through business development, financial strategy, grant acquisition and management, and lean performance improvement practices. After years of working with firms like Ernst & Young and McKinsey, I now offer my services as a freelancer to reduce overhead costs and make top-tier consulting services available to my clients at a much more reasonable rate.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Grant Research & Prospect List
    Healthcare Management
    Grant Writing
    Market Analysis
  • US$200 hourly

    • 5.0/5
    • (15 jobs)
    I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Reporting
    Financial Presentation
    Chartered Financial Analyst
    Financial Management
    Due Diligence
    Corporate Finance
    Financial Modeling
    Financial Analysis
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