Capital Raise Advisor with Active Investor Network — $500K FinTech/AI Pre-Seed
Only freelancers located in the U.S. may apply.U.S. located freelancers only
Maxsis AI is preparing to raise approximately $500,000 in pre-seed capital and I am looking for an experienced fundraising professional who can help us reach and engage qualified investors. Maxsis AI is a financial intelligence platform designed to transform accounting data into governed, CFO-quality financial analysis and board-ready reporting. The product has reached an Investor-Ready V1 reporting state and has been validated using real/sanitized accounting data. The core product is substantially built. This raise is intended to accelerate commercialization, including QuickBooks Online integration, hosted SaaS infrastructure, AI narrative/Q&A capabilities, customer onboarding, and go-to-market execution. Maxsis AI is not a concept or prototype. We have a functioning, end-to-end product that has been validated using real/sanitized QuickBooks financial data and produces governed, deterministic financial analysis and board-quality reporting. The core product is substantially built. This raise is primarily about commercialization—not funding the initial invention. You can review the company/product at: MaxsisAI.com What I already have This is not a project to start fundraising from scratch. I already have: Investor deck Investor teaser and one-pager Financial model and use-of-funds model Competitive research Investor FAQ Demo script Initial investor targeting/research Outreach materials Working product and investor demo Initial Tennessee/Southeast investor targets I am not looking to pay someone primarily to build another investor list, rewrite my deck, or send hundreds of automated cold emails. What I need I am looking for someone who can materially improve our probability of getting in front of appropriate investors and closing the round. The ideal person will: Have existing relationships with pre-seed/seed investors, angel investors, family offices, micro-VCs and/or FinTech/B2B SaaS investors. Identify which investors in your existing network are genuinely appropriate for Maxsis. Make credible warm introductions where possible. Help prioritize and sequence investor outreach. Help prepare for investor conversations, objections and diligence. Advise on fundraising strategy and positioning where necessary. Help manage follow-up through the fundraising process. Potentially assist with negotiation and closing, subject to applicable securities laws and registration requirements. Ideal background Strong preference for candidates with demonstrated experience raising capital for: FinTech Financial software B2B SaaS AI/software companies Accounting/finance technology Pre-seed or seed-stage companies Experience working with companies outside Silicon Valley, particularly in the Southeast, is also useful but not required. Important Please do not apply if your primary service is investor-list building, lead scraping, mass email campaigns, or selling access to an investor database. I already have the ability to perform extensive investor research internally. The primary value I am looking for is relationships, introductions, fundraising judgment and execution. If you propose transaction-based or success-based compensation, please clearly disclose: Whether you are currently FINRA-registered. Your CRD number and associated broker-dealer, if applicable. The legal basis under which you believe you may receive transaction-based compensation for this engagement. Any success-based compensation arrangement would be subject to appropriate legal review before engagement. About the founder I am a finance executive with 25+ years of CFO-level and financial-management experience, Bachelor's and Master's degrees in Accounting, and experience across both for-profit and nonprofit organizations. Maxsis was built from firsthand experience with the gap between accounting reports and the financial intelligence management teams actually need. Current raise Stage: Pre-Seed Target: Approximately $500,000 Instrument currently contemplated: SAFE Use of capital: Commercialization and market entry rather than development of the core concept. Additional investor materials, including the deck, financial model and product demonstration, will be provided to serious candidates during the interview process.
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- ExpertExperience Level
$75.00
-
$200.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:5 to 10
- Last viewed by client:6 days ago
- Interviewing:6
- Invites sent:15
- Unanswered invites:12
About the client
- United StatesKnoxville3:39 AM
- $220 total spent5 hires, 0 active
- Finance & AccountingIndividual client
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by