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Adaptive Insight Freelancers
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Bob G.
Deerfield, United States
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.
- Strategic Plan
- Business Plan
- Mergers & Acquisitions
- Business Valuation
- Startup Consulting
- Process Improvement
- Business Coaching
- Capital Markets
- Budget Management
Peter K.
Sausalito, United States
◼️ BACKGROUND
With over 15 years of entrepreneurial experience, I am a seasoned business consultant with a proven track record of transforming concepts into fully operating businesses. Having been in your shoes, I understand the challenges of launching and growing a business and am here to help you execute your vision.
I’ve partnered with over 300+ startups and numerous others through referrals, guiding companies from pre-seed to Series C typically. I know how to capture investors' attention and meet their expectations, ensuring your business story resonates.
I’ll take you through my refined, step-by-step process to build compelling investment materials that will drive capital raises and accelerate growth.
I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy and biking around Northern California's Bay Area.
◼️ TESTIMONIALS
"Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects."
"Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!"
"Peter and his team crushed it!!! The best freelancer on Upwork"
◼️ EXPERTISE
Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding
Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story
Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships
Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z
Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation
Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline
◼️ INDUSTRIES SERVED
AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al
◼️ TIMELINE
Pitch deck: 2 - 3 weeks (max)
Pitch deck and financial model: 3 weeks (max)
Business plan, pitch deck, and financial model: 4 weeks
1 pager: 7 days
◼️ MORE ABOUT ME
Entrepreneurial
Extremely organized
Detailed oriented
Great communicator and listener
Patient
◼️ BENEFITS
Work with an expert
Receive investor-ready material
Save time and headache
A proven process that works
Easy to work with
Send me a message and let's have a discovery call.
- Startup Consulting
- Venture Capital Consulting
- Fundraising
- Financial Management
- Pitchbook
- Pitch Deck
- Financial Modeling
- Sales Presentation
- Presentations
- Financial Projection
- Financial Model
- Business Plan
- Business Consulting
Courtney M.
Saint Johns, United States
Is your business ready for growth and clarity?
As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making.
At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI).
With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes.
One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve.
If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
- Microsoft Excel
- Financial Accounting
- Financial Modeling
- Business Valuation
- Startup Consulting
- SaaS
- Venture Capital Consulting
- CPA
Sergei M.
Kyiv, Ukraine
💼 🇨🇦 Canadian CFA Charterholder | Fractional CFO | $1B+ Raised | 2 x IPO | Top Rated Plus | AI-Powered Financial Models
Need an investor-grade model that stands up to VC scrutiny? Want to apply systems thinking to your business through financial modeling? Want to translate your business strategy into a compelling, data-driven financial story for your Seed, Series A, or beyond?
You're in the right place.
As a Canadian CFA charterholder based in Europe (flexible for U.S. time zones), I bring Western business fluency with global cost-efficiency. I’ve built institutional-grade, AI-enhanced financial models that helped raise over $1BN for startups across the U.S., Canada, and Europe, and optimize business performance through systems thinking. I'm also a Top 100 finalist in the Financial Modeling World Cup and proudly Top Rated Plus on Upwork, with 290+ clients and over $1M earned.
🎯 I help founders and CEOs:
✅ Raise Seed to Series B capital with models that anticipate investor questions and present a clear path to scale.
✅ Optimize strategy and operations with KPI-driven dashboards and data models (Power BI, Excel, SQL).
✅ Establish scalable finance functions—migrating from messy spreadsheets to professional, automated systems.
✅ Defend valuations in high-stakes settings, from 409A reports to expert court testimony and exit planning.
🛠 Core Services:
Investor-Ready Financial Modeling (3-statement, SaaS, E-commerce, Real Estate)
Fractional CFO Services (Budgeting, Forecasting, Strategic Finance)
Valuations (409A, Cap Table Modeling, M&A, Litigation)
BI & Financial Automation (Power BI, Excel/VBA, Python, SQL)
Due Diligence & Transaction Support (Buy-side, Sell-side, Investor Reports)
🧠 Trusted By:
Sony, Novo Nordisk, Unilever and hundreds of fast-scaling startups. I combine Wall Street rigor with startup speed.
⚡ Tech Stack:
Excel | VBA | Power BI | SQL | Python | R | Google Sheets | AI-enhanced FP&A
✅ Let's Talk
You need precision. I deliver clarity and capital-ready confidence.
Send me a brief—let’s get your strategy funded and future-proof.
- Financial Analysis
- Financial Modeling
- Investment Research
- Data Science
- Real Estate Financial Modeling
- SQL
- Blockchain
- Microsoft Power BI
- Budget Management
- API Integration
- Economics
- Chartered Financial Analyst
- AI Consulting
- Machine Learning
- Artificial Intelligence
Allen M.
Woodland Park, United States
I hold a BS in Physics from the University of Colorado and a Master's equivalent in computer science and physics with an emphasis in data science. I have expertise in numerical analysis, modeling, and machine learning.
I have a diverse mathematical and programming skillset and specialize in Python, Julia and Mathematica development. I can build complex applications in a broad range of domains based on my experience and learning methodology. My strengths are in problem-solving, analysis, and communication.
- Python
- Statistical Analysis
- Data Science
- Machine Learning
- Algorithm Development
- Forecasting
- Data Extraction
- Julia
- Physics
- Artificial Intelligence
- Mathematica
- Database Design
- Mathematical Modeling
- Financial Modeling
- API Development
Leo R.
Buffalo, United States
ABOUT ME:
- 25 years of professional experience
- MBA Finance / Real estate financial modeling / Pitch decks
- Civil engineer / Real estate development / Feasibility studies
Welcome to my profile!
I am a finance professional with a civil engineering background and 25 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following:
- Helping developers structure their projects to attract investors
- Assist investors with market analysis and real estate acquisitions
Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction.
I possess strong written and verbal communication skills with a high degree of work ethic and commitment.
I look forward to working with you.
.
Best regards,
Leo
- Construction Management
- Construction Estimating
- Commercial Lease
- Pitchbook
- Financial Analysis
- Real Estate
- Cash Flow Modeling
- Cash Flow Analysis
- Financial Modeling
- Real Estate Investment Assistance
- Microsoft PowerPoint
- Pro Forma Statement
- Real Estate Financial Modeling
- Corporate Finance
- Quantitative Analysis
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