Lucas W.
San Francisco, United States
100%
Job Success
Top Rated Plus
Ex Goldman Sachs Investment Analyst
$190.00/hr
My Background:
- Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant)
- Startup fundraising, both large and small raises
- Business consulting for startups in software, health care, technology, real estate, financial services, and more
- FINRA Series 7, 63, 86, 87
-25 years of personal investment experience
- Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy
Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing
Soft skills: presenting, communicating, teaching, listening, empathy, mentoring
I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
Work history
Work history
Business Plan, Brochure Teaser & Pitch Deck For 3 Different Scenarios
Aug 18, 2023
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Apr 25, 2025
No feedback given
Private earnings
Financial Consultant to review business plan and pitch deck
Feb 18, 2025
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Apr 25, 2025
"Lucas did a great job. He knew what questions to ask to gain a clear objective and accomplished that objective and ease."
Private earnings
Remote Patient Monitoring Pitch Deck Review
Apr 18, 2025
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Apr 21, 2025
"Lucas was extremely helpful in optimizing my company's pitch deck. He is insightful and offers advice that has great value."
Private earnings
60 minute consultation
Apr 13, 2025
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Apr 14, 2025
Private earnings
Research and consulting
Dec 15, 2023
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Apr 9, 2025
No feedback given
Private earnings
Revise Financials for Beauty and Wellness Platform
Mar 6, 2025
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Apr 3, 2025
"Lucas delivered an excellent financial plan for our SaaS company. It was clear, easy to understand, even without a financial background, and based on solid, realistic assumptions. His work shows…
Private earnings
60 minute consultation
Feb 12, 2025
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Feb 14, 2025
"Lucas is very informative and knowledgable. He is more than willing to go the extra mile and help you in whatever way he can. I highly recommend working with him…
Private earnings
Consulting Needed for Venture Capital
Apr 20, 2023
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Feb 14, 2025
No feedback given
Private earnings
ERMA Investor Deck
5.0
of 1 reviews
Dec 13, 2024
-
Jan 20, 2025
5.0
Jan 20, 2025
"Lucas provided invaluable financial guidance and assisted in constructing a pitch deck for my business. From the outset, Lucas demonstrated an exceptional understanding of both financial strategy and the nuances…
Private earnings
60 minute consultation
Nov 26, 2024
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Dec 13, 2024
No feedback given
Private earnings
1 Hour Call to Discuss Financial Model
May 8, 2025
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Present
Job in progress
Private earnings
Consulting CFA On Going Project Related to Public Security Portfolio Management For Family Office
Apr 25, 2025
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Present
Job in progress
Private earnings
Investment Research Report on ALT5 Sigma Corp. (NASDAQ: ALTS)
Apr 23, 2025
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Present
Job in progress
Private earnings
Financial Model Review and Critique
Apr 15, 2025
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Present
Job in progress
Private earnings
Interim CFO / MBA for Complex Financial Modeling
Mar 26, 2025
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Present
Job in progress
Private earnings
Financial Analyst
Feb 6, 2025
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Present
Job in progress
Private earnings
Consulting and Analysis for Saudi Energy Company
Jan 27, 2025
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Present
Job in progress
Private earnings
Hourly consulting for Luxury Property Development
Dec 22, 2024
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Present
Job in progress
Private earnings
Semi Sherp Training and Coaching
Nov 29, 2024
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Present
Job in progress
Private earnings
Build Sustainable Passive Income, Scale Business, Debt-free
Nov 11, 2024
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Present
Job in progress
Private earnings
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Skills
Skills
- Financial Writing
- Content Writing
- Proposal Writing
- Business Valuation
- Venture Capital
- Equity Research
- Startup Consulting
- Market Analysis
- Pitch Deck
- SaaS
- Financial Analysis
- Marketing Strategy
- Investment Research
- Business Consulting
- Industry Research
- Business Plan