Hire the Best BGL Simple Fund Specialists

I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.

🔷 Good financial models should do more than explain the past. They should help management decide what to do next - whether that means raising capital, protecting runway, adjusting the operating plan, or preparing for a board discussion. I help founders, investors, and management teams build decision-ready financial models and ongoing FP&A systems for fundraising, valuation, cash planning, performance management, and strategic decisions. 🟢 6 years of experience across investment funds and securities firms 🟢 Reviewed companies, forecasts, valuations, and management assumptions from the investor side of the table 🟢 CFA Level III passed I now bring that perspective to founders and operators. 🚀 𝗜𝗡𝗩𝗘𝗦𝗧𝗢𝗥-𝗥𝗘𝗔𝗗𝗬 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗠𝗢𝗗𝗘𝗟𝗦 I build fundraising, three-statement, valuation, acquisition, real estate, and project-finance models that connect operating assumptions to cash flow, funding requirements, valuation, investor returns, and downside scenarios. The work usually covers: ✅ Revenue and operating drivers ✅ P&L, balance sheet, and cash-flow forecasting ✅ Burn rate, runway, hiring plan, and use of funds ✅ Valuation, dilution, sensitivities, and scenario analysis ✅ Investor, lender, board, and management outputs 🔄 𝗢𝗡-𝗚𝗢𝗜𝗡𝗚 𝗙𝗣&𝗔 & 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗜𝗖-𝗙𝗜𝗡𝗔𝗡𝗖𝗘 𝗦𝗨𝗣𝗣𝗢𝗥𝗧 I also work with businesses on a recurring basis to turn the financial model into an operating management system. This can include: ✅ Annual budgeting and rolling forecasts ✅ Monthly budget-versus-actual analysis ✅ Cash-flow and runway monitoring ✅ Revenue, cost, headcount, and working-capital planning ✅ KPI dashboards and management reporting ✅ Board and investor reporting ✅ Scenario analysis and decision support 🔍 𝗠𝗬 𝗔𝗣𝗣𝗥𝗢𝗔𝗖𝗛 My focus is not simply to produce a working spreadsheet. I challenge the assumptions behind the numbers, identify where the operating plan may break, and translate financial data into clear decisions for management, investors, lenders, and boards. Every core engagement includes: 🎯 A plain-language summary of the assumptions that matter most 🎯 The key financial and operating risks 🎯 The questions investors, lenders, boards, or management teams are likely to raise 💡 Whether you need an investor-ready model for a specific transaction or an ongoing FP&A partner to help manage performance and cash, the starting point is the same: What decision do the numbers need to support?

Fractional CFO | FP&A | Financial Modelling | Commercial Finance I help founders, CEOs and growing businesses improve financial visibility, strengthen cash flow, and make better commercial decisions through practical Fractional CFO support, financial modelling, executive reporting and financial strategy. I bring over seven years' experience working in senior commercial finance and CFO roles, helping businesses build scalable finance functions, improve profitability, optimise working capital and develop reporting that supports confident decision-making. I've worked with businesses across hospitality, manufacturing, housing, property, aviation and professional services, partnering directly with founders and leadership teams to solve commercial and operational challenges. My work is practical and commercially focused. I don't just build financial models or reports—I help business owners understand what the numbers are telling them, identify opportunities, challenge assumptions and build finance functions that continue to support growth. Clients typically work with me when they need: ✅ Fractional CFO support for a growing business ✅ Financial models for investment, lending or strategic decision-making ✅ Budgeting, forecasting and cash flow planning ✅ Executive dashboards, KPI reporting and board packs ✅ Profitability, pricing and margin analysis ✅ Working capital optimisation and cash flow forecasting ✅ Commercial finance support and business partnering ✅ Scenario modelling and business case development ✅ Finance process improvement and reporting automation My background includes: ⭐ Over seven years' experience in Commercial Finance, FP&A and Fractional CFO engagements ⭐ Building executive dashboards and KPI reporting used by leadership teams to support strategic decision-making ⭐ Developing investor and lender-ready financial models, business cases and funding analysis ⭐ Designing finance systems and operational reporting frameworks for growing businesses ⭐ Supporting business owners with budgeting, forecasting, profitability analysis and long-term financial planning ⭐ Building integrated reporting across finance and operations to improve visibility and decision-making I can help with: ✔ Fractional CFO support ✔ Financial modelling ✔ Cash flow forecasting ✔ Budgeting & forecasting ✔ FP&A ✔ KPI dashboards ✔ Board reporting ✔ Management reporting ✔ Commercial finance ✔ Business partnering ✔ Business case development ✔ Scenario modelling ✔ Profitability & margin analysis ✔ Pricing analysis ✔ Working capital optimisation ✔ Investment appraisal ✔ Operational finance ✔ Reporting automation ✔ Excel modelling ✔ Power BI dashboards My approach I work as a strategic finance partner rather than simply producing reports. My focus is on helping business owners understand the commercial drivers behind the numbers, improve financial visibility and implement practical finance processes that support sustainable growth. Whether it's building a financial model for an investment decision, creating management reporting that provides meaningful insights, improving cash flow forecasting or designing scalable reporting frameworks, my aim is always to provide information that helps businesses make better decisions. If you're looking for a Fractional CFO who combines strong commercial finance experience with practical financial modelling, reporting and strategic support, I'd be happy to discuss how I can help.

For Small Business with Affordable Budget (hourly & fixed rate) I have experience in: - Australia Self-Managed Superannuation Fund (SMSF) Accounting - Bookkeeping, Payroll, AP/AR... - GST, IAS/BAS - Other Compliance/Admistrative Support. - Sofware: XERO, Quickbooks, MS Excel, Class Super, BGL Desktop, BGL 360 I am highly organized , fast learner, reliable, prompt and highly work commitment. I can also work under pressure and with minimum supervision. Much appreciate your time reading this article and I am looking forward to work with you! Sincerely, Tu H

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I am a financial analyst with 10+ years of experience at a top Wall Street bank and as an independent financial consultant. I specialize in building, managing, and maintaining financial models, and advising businesses through model-driven insights. I've completed more financial modeling projects on Upwork than any other freelancer: 500+ engagements, 100% Job Success, Top Rated Plus, over $1BN raised on my models. CFA Charterholder. Financial Modeling I build investor-grade 3-statement models from scratch for your business. I've supported raises from seed through Series B, including a unicorn and multiple $100M+ ARR companies, along with lender models, board models, scenario and sensitivity analysis, valuation, and 409A work. I've built models for 1,000+ companies across virtually every industry, with particular expertise in lending, SaaS, ecommerce, logistics, and energy, AI has changed financial modeling in two important ways. It has made it effortless to spin up amateur models, and it has made high-quality models even more valuable by expanding what they can do. A model built from the ground up to be operated by AI agents is the best of both worlds: institutional-grade structure, optimized for scale, user-friendliness, and auditability, with an architecture that lets tools like Claude and ChatGPT in Excel update data, run scenarios, and make changes reliably. My models are built to leverage AI agents and serve as a "financial operating system" for your business that is easily actualized with current data and adapted as your needs evolve.

Helping Entrepreneurs Raise $1, 000, 000, 000 + in Funding 🚀 Raising capital isn’t just about getting funding—it’s about finding the right investors, telling a compelling story, and executing a strategy that works. My mission is to help 1,000 entrepreneurs raise over $1 billion, and I’ll show you how to secure 6, 7, or even 8 figures for your company. How? Keep reading 👇 I launched my first Kickstarter campaign in college, turned it into a 6-figure e-commerce brand, and successfully exited. That experience taught me how to build, fund, and scale a company—knowledge I now use to help others do the same. Over the past 4 years, I’ve been digitalizing capital markets and leading some of the most successful crowdfunding and fundraising campaigns. I’ve helped startups raise over $85M, facilitating 50,000+ investment transactions across Wefunder, StartEngine, Republic, Kickstarter, and Indiegogo. Companies I’ve Helped Raise Millions For: ✅ Boxabl – $170M+ raised ✅ Phoenix Tailings – $50M Series B ✅ Watford – $9M+ ✅ Tribel & Caledonian Braves – $3M+ each ✅ Doorvest – $5M+ each ✅ Lit Motors & Popsmith, - $1.5M+ each ✅ FMFC Investments – $500K+ ✅ And many more… What I Can Do for You: ✔️ Equity & Reward-Based Crowdfunding (Wefunder, Kickstarter, Indiegogo, StartEngine, Republic) ✔️ High-Converting Pitch Decks That Get Investor Attention ✔️ Fundraising Strategy & Execution to Maximize Your Raise ✔️ Investor & Backer Databases for Outreach I’ve worked with some of the biggest crowdfunding campaigns and understand what it takes to get funded. If you’re ready to launch your Kickstarter, Wefunder, or capital raise, let’s make it a success. Let’s talk and get you funded! 🚀