Financial Due Diligence for AI Business Investment

Posted 4 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

I'm evaluating an investment in an AI services business and am looking for an experienced Fractional CFO, finance executive, or investment analyst to independently evaluate the financial opportunity. I'm less interested in accounting and more interested in determining whether the business model, economics, and return on investment are realistic. This investment for me presents many practical benefits for my schedule, family, and general interests in AI, but I want to temper emotions and understand the risks vs rewards. Here is the opportunity: Website -- https://www.getelevateagency.ai/ About -- https://pages.getelevateagency.ai/about-us Contract and Other -- https://drive.google.com/drive/folders/1pNMfaZWaRb5bjyLyj0q5AC8IC1K1Zr_v?usp=drive_link I'd like your assessment of: Overall financial attractiveness of the opportunity Revenue model, margins, and cash flow assumptions Working capital and capital requirements Best, expected, and downside financial scenarios Break-even and ROI assumptions Key financial risks and assumptions that should be validated Additional financial questions I should ask before investing Bonus (not required, but helpful): Compare this opportunity against a "do nothing" scenario of investing the same capital in a diversified index fund (e.g., S&P 500) or other common alternatives, considering both financial return and risk. After we begin I will provide as many assumptions and known constraints I have for your analysis. Deliverables: Written assessment (2–5 pages) Simple financial model or sensitivity analysis (if helpful) Recommendations for additional information I should request from the seller and any financial or contract changes that could better protect me or reduce investment risk 60-minute review call Please describe your experience with small business acquisitions, startups, SaaS, agencies, investment analysis, or financial due diligence.

  • $250.00

    Fixed-price
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Financial Analysis
Business Analysis
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:2 days ago
  • Hires:
    1
  • Interviewing:
    0
  • Invites sent:
    3
  • Unanswered invites:
    2
About the client
Member since Jun 26, 2018
  • United States
    Beaverton5:31 AM
  • $26K total spent
    57 hires, 2 active
  • 740 hours
  • Individual client

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