Kailash T.
Huntington Station, United States
100%
Job Success
Top Rated Plus
MBA | Top-Rated Plus | Business Strategy and Finance Advisory Expert
$95.00/hr
With 10+ years of experience in finance, investment advisory, corporate strategy, and M&A, I specialize in helping businesses secure funding, accelerate growth, and maximize value.
Key Industries:
Artificial Intelligence | SaaS | Media & Entertainment | Healthcare Tech | Industrials & Real Estate
Who I Work With:
Startups, small businesses, Venture Capital and Private Equity firms, Investment Managers, ex-NBA athletes, and industry leaders.
Core Services:
💼 Investor-Ready Documents
Pitch Decks, Business Plans, Executive Summaries, Investment Memorandums
💼 Financial Modeling & Analysis
Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support
🖋️ Strategic Research & Insights
Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing
Client Testimonials: ⭐⭐⭐⭐⭐
"Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding."
"Communication was phenomenal — he understood every detail of my business and translated it into a compelling plan and deck."
Career Highlights
- Top-Rated Plus Consultant on Upwork
- Former Google Cloud FP&A Lead (M&A and strategic growth initiatives)
- Advised on successful LBO transactions for private equity clients
- Developed multi-year financial forecasts and strategic growth models
Work history
Work history
Asset Management Investor Presentation, Investment banking background preferred
Feb 3, 2025
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Jun 7, 2025
"Amazing work. Very active communication, responds well to feedback.
Kai, saved my life, I was faced with a very high pressure/high stakes deadline. Very happy I connected with him."
Private earnings
Reformat pitch deck- Real estate
Feb 10, 2025
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Mar 25, 2025
No feedback given
Private earnings
Quarterly Budget + Market Analysis & Reports
Sep 27, 2023
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Mar 20, 2025
"Efficient and well spoken. Wrote professional reports from an unprofessional and ill-defined outline that I provided."
Private earnings
Business Model, PItch Deck and Pro Forma Revisions
Feb 22, 2024
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Jun 25, 2024
No feedback given
Private earnings
Boat Slip Financing Consult
Apr 25, 2024
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Jun 8, 2024
"Kailash helped create some ROI analysis docs for renting a boat slip. Kailash was very professional, would hire again!"
Private earnings
FinTech Financial Analysis
Nov 2, 2023
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Mar 26, 2024
No feedback given
Private earnings
Refine a financial model
Mar 19, 2024
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Mar 19, 2024
"Clear communication, quick delivery. Great to work with you!"
Private earnings
Financials
Dec 26, 2023
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Mar 5, 2024
"Would Hire again."
Private earnings
Business plan
Sep 18, 2023
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Jan 18, 2024
No feedback given
Private earnings
Additional Edits to Pro Forma
Sep 20, 2023
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Jan 9, 2024
Private earnings
Part-Time Senior Financial Analyst for SaaS Company
Feb 3, 2025
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Present
Job in progress
Private earnings
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Skills
Skills
- Business Cases
- Financial Analysis
- Accounting Principles & Practices
- Presentations
- Financial Projection
- Company Valuation
- Microsoft Excel
- Corporate Finance
- Financial Writing
- Executive Summary
- Business Writing
- Finance & Accounting
- Business Planning & Strategy
- Equity Research & Analysis
- Pitch Deck