Jose R.
92%
Angel Investor and Startup Consultant, ex-Investment Banker
$140.00/hr
Work History
Fundraising Assistance for an early stage Startup
"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."
Fundraiser & capital connector
"He booked me many appointments with qualified investors in no time. will hire again! Very efficient"
Interim CFO
"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."
Cap Table Scenario Modelling
No feedback given
Capital Raise, 2nd Round of Funding ($1.5m at $5m pre money valuation)
"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..."
Raising Capital for Startup
"Jose is great to work with!"
Fundraising Consultant for a Co living property management Real Estate Company
This feedback has been removed
Stock Market Research Needed
No feedback given
Help creating Investor Pitch Deck
Wall Street Consultant Needed to Recommend Features for my App
"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!!!"
Consulting for a Startup
Job in progress
Fundraising consultant who knows PitchBook
Job in progress
Projected 3-5 Revenue and profit model for Metaverse related company
Job in progress
Board Advisor Agreement, Advisor presentation pack needed for Startup
Job in progress
Advisement and Investment Strategy
Job in progress
Business plan Start Up (Prepare for a raise)
Job in progress
Startup Brand in need of VC expert
Job in progress
Raising Capital for Tech Company
Job in progress
Business Plan - Pitch deck help - Supply and Logistics Technology business
Job in progress
Financial Consultant for FinTech Capital Investment
Job in progress
Jose R. has more jobs. Create an account to review them
Portfolio
Skills
- Pitchbook
- Startup Consulting
- Venture Capital Consulting
- Corporate Finance
- Fundraising
- Financial Analysis
- Financial Writing
- Financial Forecasting
- Corporate Strategy
- Business Valuation
- Investor Overview
- Financial Modeling
- Investment Banking
- Business Plan
- Company Valuation
Jose R.
92%
View profile
Angel Investor and Startup Consultant, ex-Investment Banker
Specializes in$140.00/hr
Work History
Fundraising Assistance for an early stage Startup
"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."
Fundraiser & capital connector
"He booked me many appointments with qualified investors in no time. will hire again! Very efficient"
Interim CFO
"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."
Cap Table Scenario Modelling
No feedback given
Capital Raise, 2nd Round of Funding ($1.5m at $5m pre money valuation)
"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..."
Raising Capital for Startup
"Jose is great to work with!"
Fundraising Consultant for a Co living property management Real Estate Company
This feedback has been removed
Stock Market Research Needed
No feedback given
Help creating Investor Pitch Deck
Wall Street Consultant Needed to Recommend Features for my App
"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!!!"
Consulting for a Startup
Job in progress
Fundraising consultant who knows PitchBook
Job in progress
Projected 3-5 Revenue and profit model for Metaverse related company
Job in progress
Board Advisor Agreement, Advisor presentation pack needed for Startup
Job in progress
Advisement and Investment Strategy
Job in progress
Business plan Start Up (Prepare for a raise)
Job in progress
Startup Brand in need of VC expert
Job in progress
Raising Capital for Tech Company
Job in progress
Business Plan - Pitch deck help - Supply and Logistics Technology business
Job in progress
Financial Consultant for FinTech Capital Investment
Job in progress
Jose R. has more jobs. Create an account to review them
Portfolio
Skills
- Pitchbook
- Startup Consulting
- Venture Capital Consulting
- Corporate Finance
- Fundraising
- Financial Analysis
- Financial Writing
- Financial Forecasting
- Corporate Strategy
- Business Valuation
- Investor Overview
- Financial Modeling
- Investment Banking
- Business Plan
- Company Valuation
Hours per week
< 3 days response time