Jose R.

Jose R.

FairportNY
Job Success
Top Rated

Angel Investor and Startup Consultant, ex-Investment Banker

-Newchip Accelerator Mentor -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B
Rating is 5 out of 5.
5.00 Feb 19, 2023 - Feb 21, 2023

"Jose was extremely honest, straightforward and diligent. He did exactly what he said he would, all very efficiently. I would not hesitate to hire him again the future. His background/experience along with his network were all extremely valuable for my business' current stage."

Private earnings
Rating is 5 out of 5.
5.00 Jan 26, 2023 - Feb 1, 2023

"He booked me many appointments with qualified investors in no time. will hire again! Very efficient"

Private earnings
Rating is 5 out of 5.
5.00 May 19, 2022 - Nov 2, 2022

"Our partnership with Jose was highly successful. Jose went above and beyond his duty to ensure client satisfaction. Always available to offer advice. Jose builds an mentoring environment with his client to best understand what their needs are and how he can best help them."

Private earnings
Sep 3, 2022 - Sep 6, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Aug 18, 2022 - Sep 3, 2022

"A beyond exceptional Consultant. The most proficient Executive that I have worked with through UpWork thus far. Jose moves with incredible efficiency and economy; the output was tangible and right in the bullseye of what this company needed to accomplish related to liaising with the investor community. Tremendous value for the money, Jose is more than capable of handling a variety of complicated activities contemporaneously in order to maximize the worth of every dollar spent within the engagement. This is an easy hire..."

Private earnings
Rating is 5 out of 5.
5.00 Mar 15, 2022 - Sep 3, 2022

"Jose is great to work with!"

Private earnings
Aug 9, 2022 - Sep 1, 2022

This feedback has been removed

Private earnings
Jun 3, 2015 - Jun 17, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Feb 28, 2022 - May 17, 2022
Private earnings
Rating is 5 out of 5.
5.00 Feb 14, 2022 - Apr 11, 2022

"High end Angel/VC expert with real world experience and top level connections. This is the guy who can guide you through doing a fintech raise better than anyone I ever met on Upwork. Will hire again!!!"

Private earnings

Jose R. has more jobs. Create an account to review them

Portfolio

Please refer to the files in my portfolio which include market updates, company overviews, and business valuations,
Investment Banking Sample Portfolio
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Jose R.

Jose R.

FairportNY
Job Success
Top Rated
81
Total Jobs
714
Total Hours

View profile

Angel Investor and Startup Consultant, ex-Investment Banker

Specializes in
-Newchip Accelerator Mentor -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B
Rating is 5 out of 5.
5.00 Feb 19, 2023 - Feb 21, 2023

"Jose was extremely honest, straightforward and diligent. He did exactly what he said he would, all very efficiently. I would not hesitate to hire him again the future. His background/experience along with his network were all extremely valuable for my business' current stage."

Private earnings
Rating is 5 out of 5.
5.00 Jan 26, 2023 - Feb 1, 2023

"He booked me many appointments with qualified investors in no time. will hire again! Very efficient"

Private earnings
Rating is 5 out of 5.
5.00 May 19, 2022 - Nov 2, 2022

"Our partnership with Jose was highly successful. Jose went above and beyond his duty to ensure client satisfaction. Always available to offer advice. Jose builds an mentoring environment with his client to best understand what their needs are and how he can best help them."

Private earnings
Sep 3, 2022 - Sep 6, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Aug 18, 2022 - Sep 3, 2022

"A beyond exceptional Consultant. The most proficient Executive that I have worked with through UpWork thus far. Jose moves with incredible efficiency and economy; the output was tangible and right in the bullseye of what this company needed to accomplish related to liaising with the investor community. Tremendous value for the money, Jose is more than capable of handling a variety of complicated activities contemporaneously in order to maximize the worth of every dollar spent within the engagement. This is an easy hire..."

Private earnings
Rating is 5 out of 5.
5.00 Mar 15, 2022 - Sep 3, 2022

"Jose is great to work with!"

Private earnings
Aug 9, 2022 - Sep 1, 2022

This feedback has been removed

Private earnings
Jun 3, 2015 - Jun 17, 2022

No feedback given

Private earnings
Rating is 5 out of 5.
5.00 Feb 28, 2022 - May 17, 2022
Private earnings
Rating is 5 out of 5.
5.00 Feb 14, 2022 - Apr 11, 2022

"High end Angel/VC expert with real world experience and top level connections. This is the guy who can guide you through doing a fintech raise better than anyone I ever met on Upwork. Will hire again!!!"

Private earnings

Jose R. has more jobs. Create an account to review them

Portfolio

Please refer to the files in my portfolio which include market updates, company overviews, and business valuations,
Investment Banking Sample Portfolio
Want to see more? Create Account
More than 30 hrs/week

< 3 days response time