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  • $165 hourly
    • 5.0/5
    • (170 jobs)
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    Featured Skill Acquisitions
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Private Equity
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $495 hourly
    • 5.0/5
    • (1,254 jobs)
    IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.
    Featured Skill Acquisitions
    Trademark
    Mergers & Acquisitions
    Post-Merger Integration
    Due Diligence
    International Taxation
    Corporate Law
    Business Plan
    Contract Drafting
    Licensing
    Brand Licensing
    Contract Law
    Legal Consulting
    Intellectual Property Law
    Financial Projection
  • $250 hourly
    • 4.9/5
    • (38 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    Featured Skill Acquisitions
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $795 hourly
    • 5.0/5
    • (24 jobs)
    Worldwide venture capital expert for startups & investors. Deal Architects. Growth Catalysts. Best-Selling Author. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    Featured Skill Acquisitions
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $200 hourly
    • 4.5/5
    • (146 jobs)
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?
    Featured Skill Acquisitions
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $85 hourly
    • 4.6/5
    • (56 jobs)
    𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: With over 15 years of experience, I empower startups, middle market businesses, Private Equity & Portfolio companies in the US, UK & EU. I help with 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗖𝗙𝗢 𝗿𝗼𝗹𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄, 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, & 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. I also have experience in providing managing Strategic projects like 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲, & 𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴. I am a consistently 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 (𝐏𝐥𝐮𝐬) contractor on Upwork (among the top 2%). 𝐌𝐲 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: I hold both Chartered Accountant degree (CPA Equivalent) and an MBA by qualification. 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟱𝟬 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, from diverse industries & countries from startups to businesses doing more than $3+ Billion in annual revenues. 𝗙𝘂𝗿𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗲𝗮𝗺: If you need, you can also have access to my team of seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how simple or complicated they may be. ____________________________________________________________________ 𝐌𝐘 𝐂𝐎𝐑𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐄𝐒 & 𝐎𝐅𝐅𝐄𝐑𝐈𝐍𝐆𝐒: - CFO Services (Cashflow Management, Budgeting, Team, Accounting oversight) - Budgeting & Forecasting, Financial Analysis, Departmental KPIs. - Financial Modelling, Projections, Microsoft Excel, Fund Raising & Investor communication - Month end close, Audit assistance & Compliance Oversight - Stakeholder management, Communication & Cross Functional Execution - Financial Reporting, Departmental Reporting, & Real-time Management Dashboards. - Real time analytics thru implementation of Microsoft Power BI & Tableau. - Business Strategy & Decision making 𝐒𝐄𝐋𝐄𝐂𝐓 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒: 1. 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, USA ($30Mn): Overhauled financial systems, boosting sales and margins. 2. 𝐒𝐨𝐥𝐚𝐫/𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐄𝐧𝐞𝐫𝐠𝐲, USA ($150M): Directed financial forecasting and managed M&A transactions. 3. 𝐂𝐏𝐆, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. 4. 𝐂𝐲𝐛𝐞𝐫 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲, UAE: Readied financials for fundraising and developed investor decks. 5. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. 6. 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, UK: Optimized budgeting processes and financial operations. 7. 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. 𝙇𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙥𝙧𝙤𝙟𝙚𝙘𝙩! Cheers, Sonabh
    Featured Skill Acquisitions
    Due Diligence
    Microsoft Excel
    Xero
    Data Analytics
    Microsoft Power BI
    Mergers & Acquisitions
    Private Equity
    Fundraising
    Financial Modeling
    Cash Flow Modeling
    Budget Planning
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Management
  • $75 hourly
    • 5.0/5
    • (26 jobs)
    🥇Over $375m raised across deals with funding success rate >90% 🥇75+ Investment Advisory Clients; AUM $3 billion average 🥇20+ Years of Qualified IB and VC/PE Experience in London, US, Canada and Europe 📈With over 60 years of combined experience, our team has demonstrable expertise in connecting entrepreneurs with funds, and investors with opportunities - scroll down to read just some of our glowing testimonials. Sector Specialities: 🌲Cleantech and Net Zero,👩‍💻Tech (Mining, Advertising, Marketing, HR, SaaS), 💡Renewables & Energy, 🛒eCommerce, 🎬Media, 👨‍🏫Consulting Top benefits noted by Entrepreneurs 🎯Cost-effective access to experienced CFOs 🎯Increased success in fundraising efforts 🎯Smoother transition from start-up to scale-up 🎯Financial models that bring clarity and confidence 📈Fractional CFO services include financial planning and analysis (FP&A), budgeting and forecasting, cashflow management, strategic planning and risk management, accounting and bookkeeping, and financial reporting. Top Strategic Clients: 💼Big Four (Deloitte, PWC) 💼Sequoia 💼BP Ventures 💼Unilever 💼Boost&Co 🏆“We were extremely pleased with the service received and for Jamie’s support through each stage of the process. Having grown the business from start-up it was critical for us to find the right partner to move forward with. Key to this was Jamie’s deep knowledge of the cleantech venture capital markets and his ability to introduce us to a number of potential investors who shared our enthusiasm and ambition for the market opportunity. We are extremely pleased to have CGF and Gulf as strategic investors and we look forward to hopefully working with Jamie again in the future” - MS, Indra Renewable Technologies 🏆 “We have worked with Jamie on a number of investment opportunities and his perspective continues to be a valuable asset for the Group; he is one of those rare straight-talking advisors who balances world-class business modelling, a critical, commercial mindset, and some good humour. All deliverables were created on time and within budget. Without hesitation, I would recommend Jamie and his team to leaders of any high-growth organization that wants to innovate and drive change – but needs capacity, expertise or both.” - AA, Meridian Media (Neom SPV) 🏆“Jamie did an outstanding job in helping us develop and articulate our strategy and operating model. His data-driven, insight-led approach allowed us to better position our overall business vs. our competitors, and his outputs were crisply presented, content-rich, and to the point. We especially valued Jamie's hands-on approach and highly collaborative working style, which made for a fun and engaging project. I would definitely recommend Jamie to anyone seeking a genuinely fresh perspective on their business from what I see as a tier-1 strategy boutique.” - QS, Modo Energy 📝NEXT STEP: I would be happy to talk to you about how I can assist you as a business owner or investor. Please send me a message and we can start the conversation. Reachable at jamie@corby.associates. Calendar at tidycal.com/corbyandassociates/newenquiry
    Featured Skill Acquisitions
    Commercialization
    Visualization
    Financial Reporting
    Strategic Planning
    Fundraising
    Competitive Analysis
    Business Plan
    Microsoft PowerPoint
    Financial Modeling
    Business Valuation
  • $275 hourly
    • 5.0/5
    • (33 jobs)
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    Featured Skill Acquisitions
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Due Diligence
    Capital Markets
    Investment Research
    Investment Banking
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $175 hourly
    • 5.0/5
    • (15 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
    Featured Skill Acquisitions
    Fund Accounting
    Private Equity
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $200 hourly
    • 5.0/5
    • (75 jobs)
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    Featured Skill Acquisitions
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Capital Markets
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $100 hourly
    • 4.8/5
    • (232 jobs)
    🏆 Get 10X more investor meetings🏆 $𝟗𝟎𝟎𝐌+ 𝐟𝐫𝐨𝐦 𝐭𝐨𝐩 𝐕𝐂𝐬: 𝐒𝐞𝐪𝐮𝐨𝐢𝐚, 𝐚𝟏𝟔𝐳, 𝐏𝐥𝐮𝐠 & 𝐏𝐥𝐚𝐲, 𝐀𝐜𝐜𝐞𝐥, 𝐀𝐧𝐝𝐫𝐞𝐞𝐬𝐬𝐞𝐧 𝐇𝐨𝐫𝐨𝐰𝐢𝐭𝐳 🌟+10 years capital markets experience 🥇 Top 1% on Upwork worldwide. 🟢 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐜𝐡𝐞𝐜𝐤𝐛𝐨𝐨𝐤𝐬? Let's keep it real here. 𝐘𝐨𝐮 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭 𝐎𝐍𝐄 𝐬𝐡𝐨𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, one wrong move in this process, and poof! All your hard work and time? Down the drain. 𝐈'𝐯𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐚 𝐰𝐞𝐥𝐥-𝐨𝐢𝐥𝐞𝐝 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐭𝐡𝐚𝐭: 📢 Gets you 𝟏𝟎𝐗 𝐦𝐨𝐫𝐞 investor meetings 📢 Saves your TIME by raising 𝟒𝐗 𝐅𝐀𝐒𝐓𝐄𝐑 📢 𝐒𝐓𝐎𝐏𝐒 𝐘𝐎𝐔𝐑 𝐒𝐓𝐑𝐔𝐆𝐆𝐋𝐄𝐒 and allows you to focus on your core business My clients have a LOT to say about me: ✅ 𝑾𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝒂𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒃𝒂𝒏𝒌 𝒇𝒐𝒓 𝒐𝒗𝒆𝒓 𝒂 𝒚𝒆𝒂𝒓 𝒂𝒏𝒅 𝒏𝒆𝒗𝒆𝒓 𝒈𝒐𝒕 𝒕𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆 𝒕𝒉𝒂𝒕 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒅 𝒇𝒐𝒓 𝒖𝒔 - AI founder with $200M raised + 3 exits + 1 IPO ✅ 𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒕𝒆𝒂𝒎 𝒘𝒂𝒔 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒊𝒎𝒑𝒓𝒆𝒔𝒔𝒆𝒅 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒘𝒐𝒓𝒌 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒅𝒖𝒄𝒆𝒅 -Series A founder who raised $12M in 10 weeks ✅ 𝑩𝒆𝒔𝒕 𝒅𝒆𝒄𝒌 𝑰’𝒗𝒆 𝒆𝒗𝒆𝒓 𝒔𝒆𝒆𝒏! - Lead investor of a Fintech business (ex-JP Morgan) ✅ 𝑰 𝒔𝒆𝒏𝒕 𝒕𝒉𝒆 𝒑𝒊𝒕𝒄𝒉 𝒅𝒆𝒄𝒌 𝒂𝒏𝒅 𝑰 𝒓𝒂𝒊𝒔𝒆𝒅 𝒐𝒗𝒆𝒓 𝒕𝒉𝒆 𝒑𝒉𝒐𝒏𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒅𝒂𝒚! 𝑮𝒖𝒓𝒈𝒆𝒏 𝒊𝒔 𝒎𝒂𝒈𝒊𝒄! - $20M raised with multiple VC backing in 8 weeks (Oversubscribed) Sound like a fit? Next steps: 📺 Watch the video on my profile and check out my portfolio 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
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  • $125 hourly
    • 4.9/5
    • (92 jobs)
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
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  • $160 hourly
    • 5.0/5
    • (340 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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  • $25 hourly
    • 3.9/5
    • (11 jobs)
    Hi there, My name is Eric, and I am a dedicated Virtual Assistant with a strong background in appointment setting and administrative support. With extensive experience in managing client relationships and organizing schedules, I am committed to helping businesses thrive through efficient operations and excellent service. ### My Expertise Includes: - **Data Entry & Management:** I am detail-oriented and proficient in accurately recording and maintaining client information, ensuring that all data is organized and up-to-date. This skill is crucial for effective appointment scheduling and client follow-ups. - **Online Research:** I possess strong research skills that allow me to identify potential leads and gather valuable information to support your business decisions. Whether it's market trends or competitor analysis, I can provide insights that drive growth. - **E-commerce Product Listing:** If you run an online store, I can assist in creating compelling product listings that attract customers. My experience includes writing engaging descriptions and optimizing listings for maximum visibility on platforms like Amazon and Shopify. - **Email Marketing Support:** I can help design and execute email campaigns that engage your audience and drive conversions. My attention to detail ensures that every email is crafted to resonate with your target market. ### Why Choose Me? - **Excellent Communication Skills:** I excel in written communication, allowing me to engage effectively with clients and leads through emails, chat, and messaging platforms—minimizing the need for phone calls while maintaining clear lines of communication. - **Customer-Centric Approach:** I am dedicated to providing exceptional customer service. My goal is to ensure that every interaction leaves a positive impression, fostering strong relationships that lead to successful outcomes. - **Reliable & Organized:** You can count on me to deliver high-quality results consistently. My proficiency with various scheduling tools ensures that appointments are organized and tracked efficiently. I am confident that my diverse skill set makes me an ideal candidate for roles requiring minimal calling but significant impact on your business operations. Let’s work together to streamline your processes, enhance your customer engagement, and ultimately drive your business forward. Thank you for considering my profile. I look forward to the opportunity to collaborate with you!
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  • $20 hourly
    • 4.9/5
    • (47 jobs)
    A disciplined & self-driven professional accountant with creative, objective & problem solving approach. My experience and skills include the following: ● Diverse experience of reorganization, restructuring, startups & new ventures. ● Conducted variety of SWOT, PESTEL, due diligence, financial/non-financial/Legal reviews & wrote multiple related reports. ● Wrote comprehensive business review reports & business plans along with making detailed financial models. ● Experience of acquisition, merger, JV, liquidation, project financing, infrastructure financing, investment appraisal, valuation, bid analysis. ● Carried out Multi-level consolidations for management pack, audit, budget, projection & segment reporting. ● Experienced in performance reporting, KPI writing, cyclic meetings, operational reviews & data mining. ● Experienced in SAP, Oracle R12, EnY Sidat Hyder ERP system, in-house ERPs, hospital management systems & multiple ERP implementations. ● Carried out different functions in tendering process, RFPs & Group insurance policy management. ● Skilled in management of finance, accounting, treasury, costing, auditing, taxation, SOPs & operations. ● Experienced Analyst of Global Equity, Commodity and Derivative markets with trading experience. ● Advance user of MS Excel, Google Sheets and Power Bi.
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  • $15 hourly
    • 5.0/5
    • (2 jobs)
    I am a Virtual Assistant, Customer Service Specialist, Document Translator, Cold Calling Agent, and Lead generator with a high experience in several fields for more than three years. Practical Areas: -Family Law (2 years experience) -Immigration Law (Highly Experience in Document Translations) -Real State (1 year Experience) -Personal Management (3 years Experience) Strong skills in different platforms, dialers, and CRMs. (My Case, Monday, Agile, Xencall, Zoom, Cadenly, Google Integrations, and many others...) Specialist in agenda management, customer relations, and customer service. Agility on the phone during the calls. Translation of legal documents. CRM development. I manage direct contact calls with customers or potential customers, sales, and purchasing, or any other that you will need for your business. From cold calling, to calls that required time, dedication, recollecting information, and being precise. I know I'll be the perfect match for your project. I like to learn from each call and that the customers learn from me, if they have a problem make them feel I am the solution. Easy to solve problems, empathetic, excellent customer service. ~First point of contact with customers, sellers, and buyers. ~Experienced in writing reports and notes. ~Agenda management. ~Excellent experience with clients in NJ, FL, TX, and OK. ~Handling important paperwork such as documents and agreements. ~ Experienced in creating invoices, and taking payment. Billing Assistance.
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  • $90 hourly
    • 5.0/5
    • (9 jobs)
    💼 $𝟭𝟭.𝟱𝗕 𝗶𝗻 𝗠&𝗔 𝗗𝗲𝗮𝗹𝘀 𝗖𝗹𝗼𝘀𝗲𝗱 | $𝟴𝗠 𝗶𝗻 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 | 𝟭𝟬𝟬+ 𝗛𝗮𝗽𝗽𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 🏢 𝟭𝟱+ 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 in Investment Banking, M&A, and Startups, with cross-sector expertise in E-commerce, Energy, and Media. 𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 Hello! I’m Artem, a seasoned finance leader with over 15 years of experience in investment banking, M&A, and corporate development. I’ve had the opportunity to work with some of the world’s top financial institutions and rapidly growing startups, including Bank of America Merrill Lynch and PwC. I’ve led transactions totaling $11.5 billion and raised $8 million in funding for my own startup. In my most recent role as Head of Deals for a Singapore-based rollup fund, I managed acquisitions for a portfolio of e-commerce brands with assets worth $120 million. My aim is to simplify the complex world of finance for your business and help you achieve measurable success. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗢𝗳𝗳𝗲𝗿 🔹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 I use sophisticated financial models to help you plan for sustainable growth, guiding you with data-backed insights and clear financial roadmaps. 🔹 𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 With a keen eye for detail, I conduct in-depth analyses to determine the true value of potential investments, helping you make informed decisions. 🔹 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 I specialise in structuring deals that benefit your business while minimizing exposure to financial risks. 🔹 𝗠𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄 I conduct comprehensive due diligence to ensure the viability and profitability of your investments before moving forward. 🔹 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 I have hands-on experience raising capital and can guide you in securing the right funding aligned with your business goals. 🔹 𝗠𝗲𝗿𝗴𝗲𝗿 𝗮𝗻𝗱 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 From deal sourcing to post-acquisition integration, I provide end-to-end support for smooth, successful M&A transactions. 🔹 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 & 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 I apply my corporate finance expertise to streamline operations and improve your company’s financial health. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 “Artem’s financial insights and deal structuring expertise were invaluable to our fundraising efforts. Highly recommend him!” – Founder, E-commerce startup “We engaged Artem for an M&A project, and his strategic thinking was instrumental in closing the deal smoothly.” – CEO, Private Equity Fund “His financial modeling skills are unmatched, and his ability to simplify complex data made all the difference.” – Director, Tech Startup 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 If you’re looking for practical financial advice and hands-on support with M&A, fundraising, or strategic financial planning, I’m ready to collaborate with you. Whether it’s creating a detailed financial model, raising capital, or evaluating a potential acquisition, I’m here to help you navigate every step of the process. Let’s discuss how I can add value to your business. 𝗖𝗼𝗿𝗲 𝗦𝗸𝗶𝗹𝗹𝘀 🔹 M&A Strategy & Execution 🔹 Deal Sourcing & Pipeline Management 🔹 Financial Modeling & Valuation 🔹 Due Diligence & Risk Management 🔹 Negotiation & Deal Structuring 🔹 Strategic Business Development 🔹 Capital Raising & Investor Relations 🔹 Team Leadership & Scaling Operations Let’s get in touch! I’m here to simplify your financial challenges and drive your business to success.
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  • $75 hourly
    • 4.9/5
    • (644 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE and HFZA-UAE. ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $900K+ earnings, 45,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
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  • $45 hourly
    • 5.0/5
    • (412 jobs)
    🙌🏽 700+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$90𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀, 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ 𝗧𝗲𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗼𝗿𝘆 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. ✅ 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆-𝘁𝗼-𝘂𝘀𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 that allow them to run their business more effectively as small business owners. ✅𝗔𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 on growth, fundraising, proven investor strategies, and financial management best practices. Why I’m worth talking to: ✅ I've done this a few hundred times before. 🔎 I’ll “get” your business model right away without you having to do too much explaining. 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better. 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you and can share what I learned. Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFit
    Featured Skill Acquisitions
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  • $40 hourly
    • 4.8/5
    • (707 jobs)
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
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  • $20 hourly
    • 4.9/5
    • (2,077 jobs)
    - 12 years of top performance on Upwork 🏆 - More than 2,000 satisfied international clients 😊 - 1,600 plus 5 Star reviews ⭐️ - Bespoke solutions for all industries 🤝 This is what sets me apart from other freelancers: ✅ Free consultation ✅ 24/7 support ✅ Experience in a wide range of industries ✅ Hands on experience in multiple financial tools ✅ Strong relationship with industry leaders
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  • $30 hourly
    • 3.7/5
    • (6 jobs)
    I have worked with Real Estate Investment for the past 7 yrs. I am a focused, self-educated, and self-driven individual with over 2 years of experience in Real Estate Cold Calling, Appointment setting; and moved towards acquisitions and dispositions/ closing for over 3 years. And I have been a Team builder for over 2yrs now. , Im passionate about Real estate when I first started I told myself this is what I'm supposed to do, Running COMPS, Closing Deals is what challenges me as every seller is unique and every situation is different. If you want QUALITY over QUANTITY appointments for your Real Estate team, or you want a LEADER to lead it, I'm the one!! Services for Real estate: Acquisition Specialist, Rockstar Cold caller, Quality Control, I help wholesalers start up their VIRTUAL Virtual Wholesaling Business, Text messaging blast campaigns Manager, Lead Generation, Skip Tracing, TOP TIER Quality Control Manager for your Real Estate Team, Help build you KPI Tracking, workflows, and more. As s real estate acquisitions specialist, I am responsible for property acquisitions, I find, analyze, negotiate, and process the purchase of investments for commercial real estate, or residential real estate properties. I also prepare financial and legal documents, investment reports, and paperwork for the benefit of the sale and act as an intermediary between buyers, attorneys, and sellers to ensure a smooth transaction. I was the Operations Manager for Swift Sell as well and I managed day-to-day operations for both acquisitions and dispositions. I also supervised the marketing team. So yes you can say I was helping get properties under contract and selling those contracts as well because everything goes through me. At the time each department under me was between 10-15 employees. I see that your also looking for a trainer or a coach that will help your VAs get more contracts with my experience I know I would be a great addition to your team. For the past two years, I have worked as a Consultant for several wholesale start-ups helping them get their business into motion by providing them with a team to help with Lead generation, acquisitions, dispositions, and marketing. I also build systems and process that fits their needs and supervise and train their teams to produce results and close deals.
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  • $150 hourly
    • 5.0/5
    • (177 jobs)
    Corporate, Contracts, Technology, Securities, Small Business Attorney, with current emphasis on Start-up and Emerging Growth Companies and IT-Related and other Commercial Agreements. I am admitted in good standing in New York, with more than 20 years of quality experience. Currently I am operating my practice remotely from the Research Triangle in Raleigh, North Carolina. The savings in much lower overhead is passed on to you. I was a corporate/SEC associate at three Am Law 100 law firms (i.e., 100 largest, most prestigious and profitable law firms in the US) in New York City and then started a sophisticated solo corporate practice. My clients range from start-ups to small businesses to long-term assignments for major companies such as PwC (technology consulting group), MasterCard (technology consulting group), TIAA-CREF, Fox-Pitt Kelton (investment bank), Investment Technology Group (financial services technology), United Technologies Corporation (supply chain and distribution), Bank of America (IT and vendor contracts), Wells Fargo (venture capital and private equity) and MetLife (M&A and technology contracts).
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  • $650 hourly
    • 5.0/5
    • (1,037 jobs)
    I have been practicing law for 40 years and hold an MBA. I have acted as legal counsel or advisor to over 2,500 startups and early-stage entrepreneurs. Looking at my client reviews, you will see almost exclusively 5-star reviews going back several years. I specialize in the following disciplines: General Business Law: -Contract Law -Contract and Deal Negotiations -Corporate Formation and Governance -Intellectual Property: Licensing, Copyright, Trademark -Employment, Independent Contractor and Services Agreements -International Law -Regulatory Law -Startup Law -Web Operator Disclosures (TOS/T&C, PP, GDPR) Securities and Finance -Offering Documents, PPM, Subscription Agreements -Convertible Notes, SAFEs, and other similar investment vehicles -Startup Financing -SEC exemptions: Regulations A+, Reg D (506b, 506c), Reg S, Reg CF - Mergers & Acquisitions --Asset Purchase Agreements --Stock Purchase Agreements -Legal Opinions/Howey Test Securities Law -The Securities Exchange Act of 1934 -The Securities Act of 1933 -Securities and Exchange Commission regulations and rules -State Blue Sky Laws -Financial Industry Regulatory Authority regulations and rules -North American Securities Administrators Association -Investment Company Act of 1940 --Investment Advisor Licensing I welcome further discussions regarding your needs. Richard Nacht, Esq.
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  • $80 hourly
    • 5.0/5
    • (6 jobs)
    As a seasoned analyst with a strong foundation in market research, financial modeling, and strategic planning, my expertise lies in leveraging data and analytical insights to drive business growth and competitiveness. My data-centric approach ensures that every decision is informed by evidence, leading to optimized financial performance and actionable strategies. My commitment to translating uncertainty into opportunities means I am dedicated to helping businesses thrive in dynamic markets. My skill set includes: • Customized analysis and modeling tailored to specific business needs. • Business intelligence solutions that transform raw data into actionable insights. • Exceptional communication abilities, enabling me to convey complex ideas in a clear and accessible manner. • Strategic planning and market strategy development to align business objectives with market trends. I am passionate about helping businesses unlock their full potential by navigating the complex landscape of modern commerce. With a proven track record in delivering results, I am ready to bring my expertise to your business and contribute to its success.
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  • $100 hourly
    • 4.8/5
    • (90 jobs)
    Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.
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  • $30 hourly
    • 4.3/5
    • (208 jobs)
    As a technology expert specializing in AI development, LLMs, and Neural Networks, I bring a wealth of experience in Full Stack Engineering, with deep knowledge of both Frontend and Backend development. I excel in building robust, scalable solutions using a wide range of programming languages and frameworks, including Python, Node.js, React, React Native, HTML, CSS, JavaScript, Solidity, and more. My expertise extends to creating intuitive and engaging user interfaces, leveraging tools like Figma for exceptional UI/UX design. Whether you need a state-of-the-art web application, a blockchain-based solution, or AI-powered tools, I deliver comprehensive services tailored to your unique needs. Currently, I serve as the Managing Director & CEO at Ruskin Felix Consulting LLC, a global management consulting firm. With a focus on technology and innovation, I lead a specialized team across AI, software development, and blockchain projects, bringing transformative solutions to over 2,000 clients worldwide. Feel free to reach out if you are looking for a partner who can help you leverage the latest in technology to drive your business forward.
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    Blockchain
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