Hire the best Business Cases professionals
Check out Business Cases professionals with the skills you need for your next job.
- $95 hourly
- 5.0/5
- (44 jobs)
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: ๐ผ Investor-Ready Documents Pitch Decks, Business Plans, Executive Summaries, Investment Memorandums ๐ผ Financial Modeling & Analysis Pro Forma & GAAP-compliant Models, LBO Models, DCF/IRR/ROI Analysis, M&A Support ๐๏ธ Strategic Research & Insights Custom Market Research/Due Diligence, Competitive Intelligence, Business Content Writing Client Testimonials: โญโญโญโญโญ "Kailash was a godsend... his work on our business plan and financials was critical in securing our seed funding." "Communication was phenomenal โ 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 modelsBusiness Cases
Pitch DeckEquity Research & AnalysisBusiness Planning & StrategyFinance & AccountingBusiness WritingExecutive SummaryFinancial WritingCorporate FinanceMicrosoft ExcelCompany ValuationFinancial ProjectionPresentationsAccounting Principles & PracticesFinancial Analysis - $120 hourly
- 4.9/5
- (36 jobs)
Top 1%, Top Rated and EXPERT VETTED Project Manager on Upwork - I have over 15 years of experience in Leading Teams and Projects in a variety of industries and on a plethora of platforms. I am a certified Project Management Professional (PMP) and Agile Certified Practitioner (PMI-ACP) with extensive experience in Business Operations and efficiencies. As one of the highest ranked Project Managers on Upwork, I provide quality 5 star service with every project. I consult and specialize in project development and execution to resolve your frustrations in your daily operations. We can join together and lead your business into growth, save money, and create an enjoyable workplace. Skills and actionable tasks: - Operational management (analysis, review, growth) - Business Planning (development & plans) - Project Risk Analysis (review & reduction plans/projects) - Capital Projects (development & implementation) - SOP + processes (development & implementation) - OSHA, DOT, CDL, AS, ISO knowledge - Microsoft Office - Word, Excel, Publisher, Project, etc. - Excellent customer service skills (ability to train, use, and audit) - Experienced Service Quality Assurance auditor - Super Users in Asana, Slack, MS Project, Trello, Monday.com, and Basecamp. I look forward to connecting with you and your company!Business Cases
Logistics ManagementEfficiency TestingTeam AlignmentHospitality & TourismProject ManagementProject ObjectivesCritical Thinking SkillsProject InsightProject Risk ManagementProject Management ProfessionalProject DeliveryRisk AnalysisProject Scheduling - $125 hourly
- 4.5/5
- (308 jobs)
I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.Business Cases
Sales & MarketingExecutive CoachingDue DiligenceMicrosoft ExcelMarketing StrategyMarket ResearchMarket AnalysisStartup ConsultingBusiness WritingBusiness StrategyFinancial PresentationValuationBudget ManagementFinancial PlanMergers & AcquisitionsFinancial WritingFinancial ModelingFinancial Analysis - $50 hourly
- 4.5/5
- (403 jobs)
I am financial analyst and expert in excel with proven track record in driving decision making process based on highly accurate excel models. For over 15 years, I am successfully helping companies optimize their performances, by leveraging my expertise and know-how. You can always improve your performances by analyzing your business. I focus on understanding every aspect of your company, every goal you want to achieve and build steps require to get there. Lets build successful businesses together! Some of my accomplishments in general: - Developed financial forecasting tool to enable more informed and accurate strategic decisions - Implemented customized financial modeling system that improved efficiency and enhanced accuracy of model outputs - Conducted in-depth financial analysis on potential investment opportunities and possible returns. - Helped companies secure investments and advised in M&A processes - Developed and presented actionable financial reports to senior management - Worked with online accounting system and imbedded them into excel models for easier tracking of performances (actuals vs forecast)Business Cases
Financial ModelingFinancial PlanningBudget ManagementBusiness PlanFinancial Projection - $35 hourly
- 4.9/5
- (150 jobs)
Emmanuel has worked with over 200 clients, created 2000+ business plans and investors documentations, and helped raised $500M+ in business funding, bank financing, SBA loan, and investor capital. With over 10 years experience in business plan writing and specialized industry experience with the SBA and conventional bank guidelines, I am the complete package to help you create a strategic business plan, to achieve your funding goals and objectives - Give me a chance. Over the last ten years, I have worked with small, medium, large, and global corporations to create EFFECTIVE BUSINESS PLANS that helped startups, new enterprises, and fortune 500 companies generate FUNDING OPPORTUNITIES through SBA loan, bank loan, government financing, grants, and minority opportunities First, let me share with you, what past clients said about me:: โข Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States โข Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? โข I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. โข I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. โข Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive an effective business plan that will help you raise the fund you are looking for. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included โข Executive Summary โข Company Description โข Business Overview and Summary โข Mission and Vision Statements โข Goals, Objectives, and Milestones โข Products and Services โข Industry Analysis and Summary โข Market Statistics and Reports โข Industry Summary, Facts, and Figures โข Economic Relevancy and Analysis โข Strategy and Implementation Summary โข Execution Strategy and Plan โข Marketing Plan, Social Media Plan, and Offline Plan โข SWOT Analysis โข Financial Analysis and Excel Spreadsheet I am available to jump on a call to discuss your project needs, business plan requirements, and expectations. Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, EmmanuelBusiness Cases
Pitch DeckMarket ResearchBusiness ConsultingGrant WritingMarketing PlanFinancial PlanInvestor OverviewExecutive SummaryBusiness WritingBusiness PlanBusiness StrategyBusiness Proposal WritingBusiness Planning & StrategyBusiness Plan Writing - $30 hourly
- 4.9/5
- (25 jobs)
I have more than 10 years of experience in Finance (banking related). I've done and achieved two degres, CPA and BBA and two masters: MBA and Master in Projects Evaluations. As a professional I'm currently working as a Head of Credit Risk Management in a national investment bank in Argentina. My areas of expertise covers: finnacial planing, financial decision making, forecasting, investments projects evaluations, credit risks analysis, balance sheet analysis, datailed analytical support, scorecards, dashborads, asset valuation, asset risk, credit and asset portfolio analysis. I can offer an extensively financial perspective in order to contribute clients to reach their goals. If you have any doubts do not hesitate on ask.Business Cases
Big DataModelingSQLPythonCredit ScoringProject FinanceBalance SheetFinancial ReportingFinancial ManagementBusiness ConsultingProject Risk ManagementFinancial ModelingMicrosoft ExcelFinancial Analysis - $10 hourly
- 3.8/5
- (91 jobs)
Being a TOP RATED PhD scholar and academic writer on Upwork, I have been offering my research writing services, including dissertations, term projects, assignments, and homework, for five years. I can provide research writing assistance in any field due to my diverse studies and experience. I have successfully completed more than 10,000 projects on various freelance platforms, including case studies, proposal writing, thesis writing, essays, term projects, and class activities. In addition, I hold a master's degree in business management from Europe, which has equipped me with strong technical research and writing skills. I have also provided online instruction to over 50 students, helping them grasp their subjects effectively. If you need any services for your research writing project, I invite you to invite me for a discussion. I can cover: โBusiness โEconomics โManagement โAccounting โFinance โMedical โConsumer behaviour โMarketing โHuman resource โSocial science โMedical Science Any research work not limited to that. I can do the following Formatting and reference styles โAPA โHavard โMLA โChicago โIEEE Why choose me? โExperienced Research writer / Academic Writer โProven record โExpert โTimely delivery โUnlimited revisions โQuality over quantity โ24/7 available to answer โGood communication Hire me now to get the job done. Will enjoy working on your project. Some Testimonials from my Previous clients "I also ask Naveen for assistance when I struggle with difficult assignments in different courses such as history, business & communication. He always manages to get it done at the right time and I end up getting a high grade. " '' Naveen went above and beyond to get the work done and that helped me to achieve more than I expected'' '' Naveen is an experienced person at Research writing, he did very good research and showed passion to work on my Thesis. His skills are very good I highly recommend his Academic writing services for Masters''. If you want to work with me or want to discuss never hesitate to contact me. I am your next academic writer.Business Cases
Proposal WritingOnline Market ResearchTopic ResearchAcademic WritingQualitative ResearchMarketingBusiness PlanBusiness ReportMarket ResearchBlog WritingFinancial PlanningWritingEducationMicrosoft Excel - $75 hourly
- 4.8/5
- (63 jobs)
Struggling with Financial Clarity - Let's Change That. NEW - AI Automation Services! (make.com, zapier, n8n, gpt & more) Iโm Mark Krickovich, a Seasoned Finance & Data Consulant. I pair financial leadership, data-consulting and problem-solving to create magic. I discover overlooked and future opportunities, turning raw data into smart strategy by blending finance, tech, and automation to answer the big questions: ๐ธ What channels are best โ and worst โ performers ๐ธ How do we scale profitably? ๐ธ Can you automate our repetitive work flows? ๐ธ Our churn is a problem โ can you help? ๐ธ Which KPIs should we track, and how often? ๐ธ Help us evaluate Customer Buying Behaviors? ๐ธ We need to measure Customer Lifetime Value and Retention Rates! ๐ธ Can you optimize our operations for cost savings? ๐ธ Can you help us visualize our operations into dashboards? ๐ธ Our Financial Data is everywhere, can you aggregate our scattered systems? ๐ธ How do we automate our repetitive processes? ๐ธ We have the data, but canโt see the trends, can you help? MY SERVICES: โฃ AI Workflows (NEW) โฃ Profitable Growth (Cash Flow, Cost Controls, Margin Studies) โฃ Pitch Decks: Investor Narratives & Financial Projections โฃ Financial Modeling, Forecasts, Budgets (Excel, Sheets, Python) โฃ Business Intelligence (Power BI, Tableau, Looker, Canva, LucidChart) * โฃ Process Automation (Zapier, Power Automate (AI Builder), Make, UIPath, Google) * โฃ Data Modeling & Pipelines (Docker, dbt, Spark, Snowflake, Prefect) * โฃ Database & Analytics (SQL Server, PostgreSQL, SQLite, Azure, Fabric) * โฃ Predictive Analytics (Python, ML) โฃ Finance System Upgrades * โฃ Systems: CRM, ERP, QuickBooks & more * โฃ Custom FP&A Tools (Power Apps, AppSheet, Airtable, Dataverse) โฃ Business Consulting & Startup Planning โฃ Valuation & Exit Modeling (*Some services may use vetted U.S.-based contractors.) MY BACKGROUND 30 years in Finance & Data, including 15 years in Business Valuation. Iโve helped public and private companies, startups, and investors. My specialty: solving financial problems by combining tech, data, and strategy โ without fluff. I work confidently with all stakeholders, from analyst to C-suite. Known for accurate, high-quality deliverables. 97% JSS, Top-Rated Plus. Letโs connect โ happy to offer a 30-minute consultation. โ MarkBusiness Cases
Google SheetsData AnalysisTableauMarket AnalysisBusiness ValuationMicrosoft AccessDashboardPythonData ScienceSQLCash Flow SoftwareMicrosoft Power BIFinancial ModelingMicrosoft ExcelFinancial Analysis - $40 hourly
- 4.8/5
- (709 jobs)
๐ฏ 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. โ 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 โ 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.Business Cases
Business PlanFinancial AccountingInvestment ResearchFinancial ManagementLegal ConsultingBookkeepingBudget ManagementBusiness AnalysisBusiness Valuation - $28 hourly
- 4.7/5
- (119 jobs)
With over 15 years of experience in Agile transformation, project management, and implementing tailored solutions for diverse teams, I help product and service organizations streamline operations, project management, and product delivery. I support embracing modern work practices like Scrum, Kanban, and Lean with the help of Jira, Jira Service Management, and other Atlassian eco-system tools. I blend traditional project management with agile frameworks. Since 2015, I have also been configuring Atlassian's Jira and Jira Service Management as an Atlassian Consultant who supports digital businesses in adjusting processes and having robust tools in place for projects and product planning, development, and delivery. With Atlassian's Jira and Jira Service Management, I provide the following services: Configure Jira workflows, permissions, projects, boards, fields, and more Design and manage complex Jira boards for efficient project management - Scrum, Kanban, and Hybrid configurations followed by process analysis and management challenges Design and configure custom Jira Dashboards that show KPIs, OKRs, and performance Provide comprehensive training and team onboarding for Jira Software Configure Jira Service Management with Customer Service Desk Tailor Jira Workflows to meet specific business requirements and figure out optimized processes for work Configure Tempo Timesheets, Rich Filter gadgets, Time in Status, Custom Charts for Jira and other 3rd party apps that extend Jira Software and Jira Service Management Design and deliver training sessions about agile ways of working, agile software development and modern ITSM practices. Iโve helped many teams in different industries, timezones, nationalities, through agile practices, facilitating effective communication between the team members, and ensuring that tasks are well-defined and completed while monitoring the progress of the project and providing guidance to team members to enable them to quickly identify problems and create solutions to proactively solve them using the Agile tools and techniques which made me an expert in Agile methodologies, team formation, and workflow mapping, backlog refinement, planning, committing the team to be working together effectively, and within the scope of the project to ensure that deadlines are met. Keywords: Atlassian Consultant, Jira Consultant, Atlassian Jira Consultant, Confluence Consultant, Atlassian Confluence Consultant, Jira Service Management Consultant, Atlassian Jira Service Management Consultant, Atlassian Expert, Jira Expert, Atlassian Jira Expert, Confluence Expert, Atlassian Confluence Expert, Jira Service Management Expert, Atlassian Jira Service Management Expert, Atlassian SME, Jira SME, Confluence SME, Jira Service Management SME, Jira migration, Jira Professional, Jira Workflows, Jira Screens, Jira Permissions, Jira Custom Fields, Jira Automation, Jira Architect, Jira Support, Jira Services, Jira Administrator, Jira Admin, Confluence Administrator, Confluence Admin, Automation for Jira, Atlassian Consultancy, Jira Consultancy, Confluence Consultancy, Jira Service Management Consultancy, Advanced Roadmaps, Jira Align, Bitbucket, Jira Product Discovery, Atlas, Scrum, Kanban, Agile, Requirements Gathering, SAFe, Scaled Agile, Optimize Jira, OpsGenie, a bit of api calls, Agile at ScaleBusiness Cases
Project Management ProfessionalTask CoordinationProject Management OfficeScrumFacilitationTeam FacilitationProject DeliveryScaled Agile FrameworkAgile Software DevelopmentJiraAgile Project Management - $30 hourly
- 5.0/5
- (18 jobs)
Hello and welcome! I'm a Chartered Accountant from the Institute of Chartered Accountants of Pakistan (ICAP) and a Top Rated Plus freelancer on Upwork with a passion for helping businesses grow and succeed. My expertise lies in financial modeling, business plans, and pitch decks, where I leverage my skills and experience to help clients achieve their goals. With over five years of experience in the finance industry, I have a proven track record of delivering high-quality work that has helped my clients to raise more than $8M+ through VCs and Angel Investors. Whether you're a startup looking for guidance on financial strategy or an established business in need of a comprehensive business plan, I have the skills and expertise to help you achieve your goals. When you work with me, you can expect clear communication, timely delivery, and a commitment to excellence. I pride myself on providing exceptional service and going above and beyond to ensure that my clients are satisfied with the results. Thank you for considering my services, and I look forward to the opportunity to work with you and help you achieve your business objectives. I specialize in the following: -Bookkeeping -Business Plans & Pitch Decks -Financial Modelling -Financial Statement (IFRS) -Financial Forecast & Projections -Business Valuation using various techniques (i.e. DCF, NAV, Revenue Multiple, EBITDA Multiple, IRR) -Virtual CFO or Finance ManagerBusiness Cases
Microsoft ExcelGoogle SheetsFinancial ModelBusiness Plan WritingPitch DeckBusiness PlanFinancial ReportFinancial ModelingFinancial PlanningFinancial ProjectionCompany ValuationBalance SheetManagement AccountingAccounting Principles & PracticesFinancial Analysis - $50 hourly
- 5.0/5
- (112 jobs)
Are you a startup founder navigating cash flow, fundraising, or financial chaos? Iโm Anshu, a Fractional CFO with 14+ years of experience supporting over 200 startups worldwide. I help early-stage companies become financially confident, fundraise effectively, and make data-driven strategic decisions. What I bring to the table: โ Investor-ready financial models โ KPI tracking dashboards โ Cash flow and burn management โ Business plan, Pitch deck financials and due diligence support โ Strategic forecasting and monthly CFO services Clients say: โAnshu is incredibly knowledgeable and proactive... she always delivers more than expected.โ โProfessional, sharp, and strategicโAnshu felt like part of our founding team.โ โTruly a top-tier consultant. She understood our startupโs needs and helped us raise capital confidently.โ โHighly professional, responsive, and detail-oriented. A pleasure to work with.โ Results I've delivered: ๐น Helped 50+ clients raise multi-million dollar funding ๐น Improved profit margins with cost-optimization strategies ๐น Built robust dashboards using Excel/Google Sheets + automation tools ๐น Saved 100s of hours with better financial processes I combine strategic thinking with hands-on execution to drive resultsโand I always keep the founderโs vision at the center. ๐ฉ Message me if you want clarity, confidence, and investor-readiness.Business Cases
Cash Flow ModelingBusiness Planning & StrategyGoogle Sheets AutomationBudget PlanningFinancial PlanningAccountingProject ManagementMarket ResearchBusiness ValuationVenture Capital ConsultingStartup ConsultingPitch DeckFinancial AnalysisFundraisingMicrosoft Excel - $100 hourly
- 5.0/5
- (6 jobs)
Hailing from Vienna, Austria, I am an experienced Business Controller passionate about financial planning, analysis, and the intricacies of controlling. My deep understanding of financial dynamics, combined with my knack for data-driven decision-making, allows me to thrive in fast-paced, results-oriented environments. Key Highlights: Financial Planning & Analysis (FP&A): My tenure at Adverity was marked by a robust approach to financial planning and analysis. This involved not only forecasting and budgeting but also diving deep into performance analysis to support informed business decisions. Controlling Expertise: My skill set extends to advanced controlling tasks such as variance analysis, profitability assessment, and cost optimization. These capabilities have been instrumental in aligning business operations with strategic financial goals. Cross-Functional Collaboration: Seamlessly working across departments, I've forged strong collaborations with sales, marketing, and product teams. This synergy often results in comprehensive insights into critical metrics, driving revenue growth strategies. Process Improvement & Automation: A notable accomplishment was the automation of the commission structure at Adverity, showcasing my commitment to driving process efficiencies and ensuring accuracy in financial operations. Reporting & Analysis: My forte lies in crafting insightful financial reports for senior leadership, spotlighting trends, variances, and areas of opportunity. Tech Proficiency: I am well-versed with industry-standard tools like Microsoft Office apps, Power Query, SAP FI/CO, Oracle Netsuite, and Salesforce/Hubspot, utilizing them to enhance financial processes and analyses. I am fueled by challenges and have an unwavering belief in the power of financial acumen to drive business growth. My dedication to excellence, combined with my collaborative spirit, positions me as a valuable asset for any team seeking financial mastery.Business Cases
FinanceCorporate FinanceCorporate StrategyBusiness PlanFinancial ManagementFinancial ReportingFinancial ModelingBudget PlanningBudgeting & Forecasting SoftwareForecastingFinancial AnalysisFinancial PlanningMicrosoft Excel - $35 hourly
- 4.9/5
- (56 jobs)
Helping startups & enterprises turn bold ideas into scalable, market-ready products With 20+ years of experience building MVPs, SaaS platforms, and AI-driven solutions, I partner with founders and executives to define product vision, execute strategy, and deliver measurable results. My expertise spans Healthcare Tech, LMS, CRM, ERP, and E-commerce, with a proven track record of launching 60+ products from concept to deployment. ๐น Industries & Solutions I Specialize In ------------------------------------------------- โ Healthcare Tech โ EMR/EHR systems, dental software, mental health platforms โ AI & Automation โ Advanced chatbots, content generation, voice AI (TTS/STT), LLM integrations (OpenAI, Claude, custom models) โ Enterprise SaaS โ CRM (Zoho, Odoo), ERP, LMS (Moodle), e-commerce (Shopify, OpenCart) โ Full-Stack Development โ Python, PHP, MERN/MEAN, AWS, DevOps ๐น How I Deliver Success ------------------------------- โ From Idea to MVP in Weeks โ Agile-driven development with tools like Jira, ClickUp, Asana โ End-to-End Product Leadership โ Roadmapping, team management, cost control, risk mitigation โ Scalable Tech Stacks โ Architecture designed for growth (cloud, APIs, microservices) โ Metrics That Matter โ 40% faster deployment, 30% cost reduction, 5x user retention ๐ Why Hire Me Over Others? ------------------------------------ โ Ex-CTO & Certified Product Leader (PgMP, PMP, PRINCE2, Agile/Scrum) โ Technical Depth + Business Acumen โ Bridge the gap between vision and execution โ Proven in High-Stakes Environments โ Healthcare compliance, enterprise security, AI ethics โ Transparent Process โ Weekly updates, milestone tracking, no surprises #cto #fractionalcto #mvp #saas #mern #technologyconsulting #consulting #lms #health #aiBusiness Cases
AI PlatformLow-Code DevelopmentNo-Code DevelopmentSaaSAPI IntegrationAI DevelopmentLearning Management SystemMinimum Viable ProductSaaS DevelopmentERP SoftwareCRM SoftwareHealthcare ITMoodleOdooProduct Development - $80 hourly
- 4.9/5
- (68 jobs)
Dynamic Executive Leader โ Program, Project, and Product Management Expertise Results-driven executive with 18 years of proven success in program/project management, product ownership, and marketing strategy. PMP and CSM certified, with an MBA in Marketing, bringing a comprehensive skill set in product lifecycle management, operations, market research, branding, digital marketing, business strategy, and offshore team leadership. Recognized for delivering impactful results in diverse industries, including Banking, IT, Healthcare, Fintech, Digital Advertising, and Branding. Adept at navigating complex subject matters and executing innovative strategies to achieve business objectives. Experienced in working with global organizations across the USA, Europe, UK, Middle East, Japan, and Australia. A strategic thinker with exceptional skills in competitive analysis, procurement, stakeholder negotiations, and cross-functional team collaboration. Demonstrated ability to lead large-scale initiatives, ensuring alignment with organizational goals and market trends. Looking for a challenging executive role where I can drive growth, innovation, and long-term value. Open to credible references and committed to establishing mutually beneficial professional relationships.Business Cases
Project Risk ManagementProject Management ProfessionalCross Functional Team LeadershipComplianceBusiness Planning & StrategyManagement ConsultingProgram ManagementProduct AnalyticsBusiness ManagementPricing Research - $200 hourly
- 4.9/5
- (5 jobs)
With prior experience in investment management at a regional venture capital firm, she built a B2B SaaS innovation arm for a Fortune 500 company and helped grow ventures valued over US$50 million. Passionate about startups, she now provides advisory and fundraising support to early-stage teams.Business Cases
Business ModelingMicrosoft PowerPointMicrosoft ExcelPitch DeckBudget ProposalBusiness ConsultingBusiness InnovationCompetitive AnalysisBusiness PresentationAgile Project ManagementMicrosoft WordBusiness PlanStrategyFinancial AnalysisBusiness Analysis - $250 hourly
- 5.0/5
- (190 jobs)
๐ค I partner with founders, executives, and finance teams to turn complex financial data into clear, actionable strategies. Using my proprietary CFO Reviewed Financialsโข and Comprehensive Financial Modelโข, I help you: โถ๏ธ Secure Funding ๐น Build investor-ready financial models and decks ๐น Lead capital-raise negotiations and due diligence โถ๏ธ Grow Efficiently ๐น Diagnose margin leakages and optimize cash conversion cycles ๐น Develop rolling forecasts & scenario plans to navigate uncertainty โถ๏ธ Engineer an Exit ๐น Structure M&A-ready financials and tax-efficient reorganizations ๐น Support buyer diligence, valuation modeling & deal execution ๐ MY 4-STEP PROCESS 1โฃ Discovery Call โ Align on your business goals, challenges, and data landscape โ Define success criteria, timelines, and key stakeholders for the engagement 2โฃ Deep-Dive Analysis: CFO Reviewed Financialsโข โ Review up to 60 months of P&L, Balance Sheet & Cash Flow statements and benchmark against budgets, prior forecasts and industry KPIs โ Analyze the data to surface trends, risks, and opportunity zones in custom dashboards โ and deliver a concise report with prioritized, data-driven recommendations 3โฃ Actionable Planning: Comprehensive Financial Modelโข โ Build a dynamic, driver-based financial model that becomes your monthly budget โ Define 3โ5 key performance indicators tied to growth, margin, and cash runway 4โฃOngoing Partnership โ Monthly strategy sessions to track progress and pivot as needed โ On-demand support for fundraising, board reporting, or turnaround interventions ๐ SELECT ENGAGEMENT HIGHLIGHTS โ $29.3M raised over four VC rounds with a healthcare payments platform โ $20M expansion funding for a 3D printer manufacturer โ $5M telehealth startup sale (plus contracts) โ Turned around a $1.5M loss to a $0.5 M profit in North American distribution for a global electronics brand โ Engineered a tax-free reorg saving $250K+ in taxes and fees for a $25M e-commerce company โ Secured $1M pre-seed and co-founded an innovation platform โJeremy is one of the best professionals Iโve ever worked with [โฆ] from our first customer all the way to our acquisition.โ โ Dr. Sina Arham, Co-Founder at Fridays โ๏ธ CORE SERVICES โช๏ธFractional & Interim CFO (monthly retainer) โช๏ธCFO Reviewed Financialsโข & Financial Health Assessments โช๏ธComprehensive Financial Modelโข, Driver-Based Financial Modeling & Scenario Planning โช๏ธForecasting, Budgeting & Cash Management โช๏ธFundraising Strategy, Investor Decks & Due Diligence โช๏ธKPI Development, Board & Management Reporting โช๏ธExit Readiness, M&A Modeling & Tax-Efficient Structuring โช๏ธTurnaround Strategy & Executive Coaching ๐ Ready to define and surpass your financial goals? Message me now to discuss your project/needs.Business Cases
ForecastingFinanceBusiness PresentationBusiness PlanFinancial AnalysisCorporate FinanceStrategyFinancial ManagementStartup ConsultingFinancial ModelingVenture Capital ConsultingGrowth StrategyFinancial ProjectionBudget Management - $129 hourly
- 5.0/5
- (149 jobs)
A data analyst and chartered accountant with an MBA, I have excellent finance, data analysis and data visualisation skills. My work is easy to understand and follow, and is therefore appropriate for both a technical and a non-technical audience.Business Cases
Chartered Global Management AccountantMarketing AnalyticsGoogle AnalyticsTableauManagement AccountingBusiness Planning & StrategyData VisualizationManagement ConsultingFinancial ModelingBusiness PlanBusiness AnalysisFinancial AnalysisStrategic Plan - $60 hourly
- 4.9/5
- (17 jobs)
โ Dynamic CEO, โ MBA, โ Master in Finances, โ Senior Business Developer, โ KPI Tracker, โ Dashboard & Google Sheets Pro, โ Financial Modeling, โ Valuation Expert. โ Venture Capital With a proven track record in financial advisory and business strategy, I specialize in guiding global enterprises towards sustainable growth. My expertise encompasses developing precise financial models and strategic business plans tailored to diverse industries, including Venture Capital, Oil & Gas, Health tech, Services, Wealth management, and SaaS. As the Head of Investments at a Venture Capital fund focusing on the Media and Entertainment sector, I spearhead the development of robust business models, meticulously assessing and valuing investment opportunities. My role involves analyzing assets such as films, series, video games, and E-Sports, along with modeling both equity and debt funds. My expertise bridges the creative realm with financial rigor, ensuring well-informed investment decisions that drive profitability and innovation. Specifically, I have led the development of business models for various video game ventures, from sub-publishing to game development. Moreover, my specialization in financial modeling and business valuation, utilizing methods such as DCF and EBITDA multiples, enables me to provide invaluable insights for informed decision making. I excel in conducting comprehensive due diligence, adeptly understanding business drivers, costs, and improvement opportunities. Why Partner with Me? โช๏ธ Strategic Business Development: Equipped to drive transformative results, I alleviate operational burdens, empowering organizations to focus on strategic priorities. โช๏ธ Unleashing Potential: With a discerning eye for optimization, I excel in uncovering untapped opportunities and maximizing profitability. โช๏ธ Entrepreneurial Insight: Leveraging extensive entrepreneurial experience, I possess a versatile skill set crucial for navigating modern business complexities. โช๏ธ Data-Driven Decision Making: Specializing in crafting bespoke business models and analytical tools, I empower informed decision-making and drive accelerated growth. Areas of Expertise: โช๏ธ Financial Modeling & Forecasting โช๏ธ Startup Consulting & Business Planning โช๏ธ Annual Budgeting & Reporting โช๏ธ KPI Tracking & Performance Dashboard Creation โช๏ธ Product Costing & Financial Ratio Analysis โช๏ธ Executive Strategy & Corporate Planning โช๏ธ Data Automation & Analysis Experience a) Social Media Agency Business Plan - Miami, USA Develop a comprehensive business plan and implemented a sales commission system to incentivize performance and drive revenue growth. b) Car Import Business Plan - Mozambique Assisted a car company in crafting a detailed business plan for importing cars from Japan to Mozambique. c) Argentine Product Importation - Los Angeles, USA Successfully facilitated the import of Argentine products to the United States, establishing partnerships with key stakeholders in Los Angeles. d) Cryptocurrency ATM Rental System - Chicago, USA Designed and implemented an innovative ATM machine rental system model tailored for cryptocurrencies in Chicago. e) Profit Coach and Business Analyst - Australia Served as a Profit Coach and Business Analyst at a prestigious consulting firm in Australia, collaborating with the founders to optimize processes and improve efficiency. f) Agricultural Lending Business Advisory - Brisbane, Australia Provided strategic guidance to an agricultural lending business, focusing on strategic growth and financial management across various business units. g) Wealth Consulting Firm Advisory - Canada Collaborated with a wealth consulting firm in Canada to develop tools and spreadsheets for clients, offering personalized advice on personal wealth management and business strategies. h) Crypto Mining & Oil Gas Model - El Paso, USA Designed a specialized business model combining crypto mining and oil & gas exploration for a prominent company in El Paso. i) Call Center Business Process Improvement - Global Guided a business agency through process optimization initiatives to drive scalable growth and operational efficiency. j) Health Tech Business Plan - Boston Developed a comprehensive business plan for a Health tech company, introducing new revenue streams and strategic initiatives to raise funds. k) SaaS Company Financial Director - Spain Served as CFO, overseeing financial operations and driving strategic initiatives to elevate the company's performance. Leveraged technology for data automation and real-time analysis to optimize resource allocation, enhance capital efficiency, and maximize profitability across business units. If you're ready to propel your business to new heights, let's foster a dynamic collaboration. Committed to cultivating long-term partnerships and customizing my expertise to align with your unique needs, I eagerly await the opportunity to work together. Thank you for considering my application.Business Cases
Business DevelopmentCorporate StrategyBudget ManagementForecastingValuationKPI Metric DevelopmentDashboardMicrosoft ExcelGoogle SheetsFinancial ReportFinancial PlanningFinancial ModelingFinanceBusiness ModelingBusiness PlanFinance & AccountingStartup Consulting - $125 hourly
- 5.0/5
- (398 jobs)
Get 2X-5X more investor meetings ๐ฆ $๐ฑ๐+ ๐ณ๐ฟ๐ผ๐บ ๐๐ผ๐ฝ ๐ฉ๐๐: ๐ฎ๐ญ๐ฒ๐, ๐ฆ๐ฒ๐พ๐๐ผ๐ถ๐ฎ, ๐๐ถ๐ด๐ต๐๐ฆ๐ฝ๐ฒ๐ฒ๐ฑ, ๐ง๐ถ๐ด๐ฒ๐ฟ, ๐๐ป๐๐ถ๐ด๐ต๐, ๐ฆ๐ผ๐ณ๐๐๐ฎ๐ป๐ธ + ๐๐ต๐ผ๐๐น๐ฎ ๐ 15+ years capital markets experience ๐ฅ #1 on Upwork worldwide ๐ The founders I work with are pitching at the high-stakes table. I help them crush it: โ "SoftBank is leading the round - $70M on 725 pre-money" โ โSequoia wants to lead the roundโ โ โOn our first Series A pitch, we got a verbal offer from Andreessen Horowitzโ โ "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. โก๏ธI cannot help everybody, but we may be a great fit if you are thinking: โ "There's millions on the line and I want the BEST" โ "Our story has changed since last round!" โ "I know how to run my business, but maybe I'm too close to it" โ "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" โ "The last pitch we did was embarrassing - I don't want that EVER again" โ "I need a full pitch package that I KNOW 100% will tell our companyโs story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) ๐ฆ Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will โ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy โ Put your best foot forward for your one shot with that Tier 1 investor โ Anticipate investor objections and pre-handle them โ Receive turnkey, investor-grade, futureproofed documents that raise capital โ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises โ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: โ ๐ฐ ๐๐๐๐๐ ๐'๐ ๐๐๐๐๐๐๐๐๐ ๐ฌ๐๐๐ ๐๐๐๐ - 100% ๐๐๐๐๐ ๐๐๐ ๐๐๐๐๐๐๐๐๐๐! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks โ ๐ป๐๐๐ ๐ ๐๐๐ ๐๐๐๐๐๐๐๐ ๐ $30๐ด ๐ ๐๐๐ & ๐ฐ๐ท๐ถ -Lead investor of Consumer business โ ๐ถ๐๐ ๐ ๐๐๐ ๐๐๐ ๐๐ ๐๐๐ ๐๐๐ ๐๐ ๐๐โ๐ ๐๐๐๐๐โฆ ๐๐๐ ๐บ๐๐๐๐๐๐ ๐ฝ๐๐๐๐๐ ๐ฝ๐ช๐ ๐๐ ๐๐๐๐๐๐๐ ๐ณ๐ถ๐ฝ๐ฌ๐ซ ๐ฐ๐ป... -Biotech CEO with $500M raised + 4 exits + 1 IPO โ ๐พ๐๐๐ ๐ฌ๐๐๐โ๐ ๐ ๐๐๐๐ ๐๐ ๐๐๐๐ ๐๐๐๐๐ -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: โ The company is struggling to pay salaries - canโt do that in good conscience โ โRespect for othersโ is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. Iโve also been an investor, advisor and director โ and now I run our inhouse VC - so Iโve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. ๐ข My stats: โ #1 globally on Upwork in Pitch Decks... and the entire Finance category โ $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz โ Clients raised $22M / week in 2023 on avg + 3 IPOs โ Over 2,000 Pitch Decks + Business Plans built โ Over 1K financial forecasts built from scratch โ Featured in Forbes, TechCrunch, INC, Business Insider + more ๐ฆ About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: โ Open mind, relaxed attitude โ Values integrity & relationships โ Focused on improving, lets their actions speak louder than words โ Knows our minimum scope, and wants the BEST ๐บ๐ธ Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: ๐บ Watch the videos on my Upwork profile and in my work examples ๐ข Press '...' button then โSend Messageโ button in the top right-hand corner ๐ฌ Write me a personalized note including why you think weโre a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor StrategyBusiness Cases
Presentation DesignBusiness WritingMicrosoft PowerPointBusiness PresentationPitch DeckFundraisingInvestor RoadshowManagement ConsultingPitchbookVenture CapitalVenture Capital ConsultingStartup ConsultingInvestor OverviewFinancial ModelingBusiness Plan - $45 hourly
- 5.0/5
- (440 jobs)
๐๐ฝ ๐ณ๐ฑ๐ฌ+ ๐๐ผ๐๐ป๐ฑ๐ฒ๐ฟ๐ ๐ต๐ฒ๐น๐ฝ๐ฒ๐ฑ ๐ฐ$๐ต๐ฌ๐ + ๐ถ๐ป ๐๐๐ฎ๐ฟ๐๐๐ฝ ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฟ๐ฎ๐ถ๐๐ฒ๐ฑ ๐๐ต๐ฟ๐ผ๐๐ด๐ต ๐บ๐ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น๐, ๐ฃ๐ถ๐๐ฐ๐ต ๐๐ฒ๐ฐ๐ธ๐, ๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ฃ๐น๐ฎ๐ป๐. ๐๐ฎ๐๐ฎ ๐๐ป๐ฎ๐น๐๐๐ถ๐ ๐ฎ๐ป๐ฑ ๐๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป. ๐ฉ๐ถ๐ฟ๐๐๐ฎ๐น ๐๐๐ข. 3๏ธโฃ๐ ๐๐ป๐๐ฟ๐ฒ๐ฝ๐ฟ๐ฒ๐ป๐ฒ๐๐ฟ ๐ฅ๐ฆ๐๐ฐ๐ฐ๐ฒ๐๐๐ณ๐๐น ๐๐ ๐ถ๐ ๐๐ป๐ฏ๐ฌ ๐๐ฒ๐ฎ๐ฟ๐ ๐ฒ๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ ๐ฎ๐ ๐ฎ๐ป ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ฏ๐ฎ๐ป๐ธ๐ฒ๐ฟ ๐ฎ๐ป๐ฑ ๐๐๐ข ๐ก๐๐ถ๐ป๐ฑ, ๐ง๐ฟ๐ฎ๐ป๐๐ฝ๐ฎ๐ฟ๐ฒ๐ป๐, ๐ ๐ฎ๐๐๐ฒ๐ฟ ๐ผ๐ณ ๐ณ๐ฎ๐ฐ๐ ๐ฐ๐ผ๐บ๐บ๐๐ป๐ถ๐ฐ๐ฎ๐๐ผ๐ฟ "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 ๐ 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 ๐ Hereโs a brief summary of how I help my clients most often: โ ๐ง๐ฒ๐น๐น๐ถ๐ป๐ด ๐๐ต๐ฒ ๐บ๐ผ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐ฒ๐น๐น๐ถ๐ป๐ด ๐๐๐ผ๐ฟ๐ ๐๐ผ ๐ถ๐ป๐๐ฒ๐๐๐ผ๐ฟ๐ through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. โ ๐๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ถ๐ป๐๐๐ถ๐๐ถ๐๐ฒ ๐ฎ๐ป๐ฑ ๐ฒ๐ฎ๐๐-๐๐ผ-๐๐๐ฒ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น๐ that allow them to run their business more effectively as small business owners. โ ๐๐ฑ๐๐ถ๐๐ถ๐ป๐ด ๐๐๐ฎ๐ฟ๐๐๐ฝ ๐ณ๐ผ๐๐ป๐ฑ๐ฒ๐ฟ๐ on growth, fundraising, proven investor strategies, and financial management best practices. โ Integrating, streamlining, and making sense of financial data from various sources like QuickBooks, Amazon, Shopify, etc. Why Iโm worth talking to: โ I've done this a few hundred times before. ๐ Iโll โgetโ your business model right away without you having to do too much explaining. ๐ต๏ธโโ๏ธ Iโll ask questions that you probably havenโt even thought about, so you may end up understanding your own business better. ๐ถ๐ฝโโ๏ธIโve 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 ๐ If youโre 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 "Hey Monica, just wanted to let you know investor group was extremely impressed witht he presentation and they funded the business! Thank you!!" - Jay Lax, CEO of Avalon ABA "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFitBusiness Cases
Investment ResearchFinancial AnalysisFinancial ManagementBusiness ModelingBusiness Proposal WritingCastilian SpanishFinancial WritingBusiness WritingBusiness Plan - $250 hourly
- 5.0/5
- (33 jobs)
โญ๏ธ M&A and capital raising expert with more than $10 billion in closed transactions โญ๏ธ 10 years IB and PE experience (LMM, MM and Wall Street) โญ๏ธ Extensive experience leading and executing buy and build investment strategies โญ๏ธ Active independent sponsor, private equity investor, and real estate investor โญ๏ธ Recently closed a personal deal raising $45m in debt and equity (December 2023) โญ๏ธ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: โ Comprehensive M&A and business buying support: strategy and services โ Capital Raising: debt and equity for initial acquisitions or addons โ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research โ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions โ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement โ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations โ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting โ Operational Analysis: customer and project databases, cohort and trend analysis โ Due Diligence Support: financial analysis, industry research, process management โ Search Fund Advising; Excel and PowerPoint Clean up; Market Research โ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistanceBusiness Cases
FundraisingFundraising PresentationFinance & AccountingCorporate FinanceCapital MarketsBusiness StrategyPersonal Finance & Wealth ManagementMicrosoft PowerPointInvestment StrategyInvestment ResearchFinancial Analysis & ValuationFinancial ModelingPrivate EquityMergers & AcquisitionsInvestment Banking - $45 hourly
- 4.9/5
- (504 jobs)
MBA from IIM Bangalore ( top business school in India), CFA with 11 years of experience in management consulting and investment banking firms. Expertise in financial modeling, startup assistance, data analytics and pitch decks.Business Cases
Financial WritingFinancial ReportingFinancial ModelingData AnalysisBusiness ValuationBusiness AnalysisBusiness Intelligence - $125 hourly
- 5.0/5
- (331 jobs)
โผ๏ธ 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. Iโve 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. Iโll 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 Valleyโs 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. โผ๏ธ 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" โผ๏ธ 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 โผ๏ธ 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 โผ๏ธ 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 โผ๏ธ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient โผ๏ธ 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.Business Cases
Business ConsultingBusiness PlanFinancial ModelFinancial ProjectionPresentationsSales PresentationFinancial ModelingPitch DeckPitchbookFinancial ManagementFundraisingVenture Capital ConsultingStartup Consulting - $100 hourly
- 5.0/5
- (264 jobs)
With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. ๐๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐: ๐๐ ๐๐ฒ๐ป๐๐ถ๐๐ฒ ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. ๐๐ฒ๐ฎ๐ฑ๐ฒ๐ฟ๐๐ต๐ถ๐ฝ: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. ๐๐น๐ผ๐ฏ๐ฎ๐น ๐ฅ๐ฒ๐ฎ๐ฐ๐ต: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. ๐๐ฑ๐๐ฐ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ฎ๐ฐ๐ธ๐ด๐ฟ๐ผ๐๐ป๐ฑ: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. โ ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐ข๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ฑ: ๐ฃ๐ถ๐๐ฐ๐ต ๐๐ฒ๐ฐ๐ธ๐: Creating visually appealing, data-driven presentations that effectively communicate your businessโs value and potential to investors. ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ ๐ผ๐ฑ๐ฒ๐น๐ถ๐ป๐ด: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. ๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป๐: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. ๐๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐ ๐ฒ๐บ๐ผ๐ฟ๐ฎ๐ป๐ฑ๐๐บ๐: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ฅ๐ฎ๐ถ๐๐ถ๐ป๐ด ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. ๐๐ผ๐ฐ๐๐บ๐ฒ๐ป๐๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐๐ผ๐บ๐ฝ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ: Ensuring all financial documents and investor communications meet regulatory standards and best practices. โ๐ช๐ต๐ ๐ช๐ผ๐ฟ๐ธ ๐ช๐ถ๐๐ต ๐จ๐? ๐ฆ๐ฒ๐ฎ๐บ๐น๐ฒ๐๐ ๐๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. ๐๐ผ๐น๐น๐ฎ๐ฏ๐ผ๐ฟ๐ฎ๐๐ถ๐๐ฒ ๐๐ ๐ฝ๐ฒ๐ฟ๐๐ถ๐๐ฒ: All work is audited by team members before submission, ensuring accuracy and high quality. ๐๐น๐ฎ๐ฟ๐ถ๐๐ ๐ถ๐ป ๐๐ผ๐บ๐ฝ๐น๐ฒ๐ ๐ถ๐๐: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. ๐ง๐ฎ๐ถ๐น๐ผ๐ฟ๐ฒ๐ฑ ๐ฆ๐ผ๐น๐๐๐ถ๐ผ๐ป๐: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. ๐ฃ๐ฟ๐ผ๐๐ฒ๐ป ๐ง๐ฟ๐ฎ๐ฐ๐ธ ๐ฅ๐ฒ๐ฐ๐ผ๐ฟ๐ฑ: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. ๐ ๐๐ป๐ฑ๐๐๐๐ฟ๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐๐ถ๐๐ฒ: ๐๐ฎ๐ฟ๐น๐-๐๐๐ฎ๐ด๐ฒ, ๐ฆ๐ฒ๐ฟ๐ถ๐ฒ๐ ๐, ๐ฆ๐ฒ๐ฒ๐ฑ, ๐ฃ๐ฟ๐ฒ-๐๐ฒ๐ฒ๐ฑ: Expertise in guiding startups through their initial fundraising rounds. ๐ฃ๐ฟ๐ถ๐๐ฎ๐๐ฒ ๐๐พ๐๐ถ๐๐ (๐ฃ๐) ๐ฎ๐ป๐ฑ ๐ฉ๐ฒ๐ป๐๐๐ฟ๐ฒ ๐๐ฎ๐ฝ๐ถ๐๐ฎ๐น (๐ฉ๐): Extensive experience in preparing businesses to attract PE and VC investments. ๐๐ฒ๐ฎ๐น๐๐ต๐ฐ๐ฎ๐ฟ๐ฒ, ๐ ๐ฒ๐ฑ๐๐ฒ๐ฐ๐ต: Providing specialized financial services for healthcare and medical technology companies. ๐ฆ๐ฎ๐ฎ๐ฆ, ๐ง๐ฒ๐ฐ๐ต, ๐๐ถ๐ป๐๐ฒ๐ฐ๐ต: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. ๐๐ฟ๐๐ฝ๐๐ผ ๐ฎ๐ป๐ฑ ๐๐ ๐ฃ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐๐: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. ๐ฅ๐ฒ๐ฎ๐น ๐๐๐๐ฎ๐๐ฒ, ๐ฅ๐ฒ๐ป๐ฒ๐๐ฎ๐ฏ๐น๐ฒ ๐๐ป๐ฒ๐ฟ๐ด๐, ๐๐ผ๐ป๐๐๐บ๐ฒ๐ฟ ๐๐ผ๐ผ๐ฑ๐: Offering comprehensive financial services across a variety of industries.Business Cases
Investment BankingReal EstatePitch DeckFundraisingStartup ConsultingStartup CompanySaaSBusiness CoachingCorporate FinanceBusiness ValuationValuationFinancial ModelingFinancial ProjectionMergers & AcquisitionsBusiness PlanFinancial Analysis - $85 hourly
- 4.9/5
- (552 jobs)
For Entrepreneurs Raising Funds and Investors Seeking Opportunities, my Forbes-Featured Fundraising and Investment Shop Delivers Proven Results: ๐ $1B+ Raised (Sequoia, Accel...) for 400+ Startups ๐ Assisted 100+ Investors (Tier 1, $10B+ AUM) with $900M+ ๐ #1 Consultant on Upwork (VC & PE) / Recognized by Forbes, Bloomberg... ๐ 10+ Years of VC and IB Experience / 100% Positive Feedback I provide personalized solutions that make the fundraising and investment process seamless and stress-free. Benefits for Entrepreneurs: ๐ฏ 3x investor meetings | ๐ฏ 2x faster round closures | ๐ฏ 70% reduction in fundraising costs Services for STARTUPS/BUSINESSES: โ Silicon Valley-level Pitch Decks, Business Plans, and Teasers โ Advanced Financial Models, Business Valuation, and Cap Tables โ Investor Sourcing and Fundraising Campaign Management โ Market Research and Competitive Analysis โ Virtual CFO Support and Strategic Financial Planning Benefits for Investors: ๐ฏ 60% lower due diligence costs | ๐ฏ 2x faster reporting | ๐ฏ 3x deal flow Services for INVESTORS: โ Mergers and Acquisitions (M&A) Support (including LBO) โ Investment Analysis and Equity Research โ Financial Analysis & Due Diligence โ Buy-side Financial Modeling & Valuation โ Deal Sourcing, Term Sheet Editing FRACTIONAL CFO Services: โ Financial Planning and Analysis (FP&A) โ Performance Measurement (Power BI Dashboards, Tableau...) โ Strategic Advice and Cash Flow Management โ Business Analysis and Financial Management โ Accounting and Bookkeeping ๐ Client Success Stories (400 out of 400 positive feedback received): "Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." โ FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs "Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" โ Managing Partner at NYC-based VC firm, $210M AUM "Having been through over a year of speaking to M&A brokers, VC firms, and other 'experts,' Giorgi stands apart from the rest by a mile." โ AI SaaS CEO, raised $35M Series B - unicorn "Giorgi did an excellent job! Very strong technically and excellent in communication. Could not recommend him more." โ VC Investor, $10B AUM ๐ Next Step: Message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________ About Me: With a strong background in venture capital and investment banking, I offer a 360ยฐ perspective on fundraising, financial analysis & modeling, and investment strategy. As a key member of the Investment Ark teamโa one-stop shop uniting fundraising and investment expertiseโI have helped over 500 businesses and investors achieve their financial goals globally. As a senior research analyst at a regional investment bank, I honed my financial modeling and industry research expertise, specializing in investment analysis across various asset classes, including private equity (PE). Crafting business plans, financial forecasts, and confidential information memorandums (CIMs) enhanced my ability to create compelling investment materials. Transitioning into venture capital as a senior financial analyst, I gained invaluable insights into the VC capital raising process, mastering pitch deck preparation and data room management. Evaluating numerous deals daily, I internalized successful strategies for investor sourcing (PitchBook) and outreach, reverse-engineering startup fundraising and investor research processes, and gaining invaluable financial due diligence skills. At Investment Ark, we specialize in: โข Financial Consulting: As your Fractional CFO or Financial Controller, we manage financial operations, provide financial planning, analysis, and strategic guidance. โข Fundraising and Business Development Consulting: Providing end-to-end startup advisoryโincluding capital raising, creating compelling data room materials, and managing the fundraising process. โข Investment Consulting: Offering investment analysis, investment research, company valuations, and financial due diligence services. โข Business Consulting: Crafting comprehensive business plans, conducting feasibility studies, financial projections, and business analysis to validate your business model. Industry Expertise: โข FinTech / SaaS โข Artificial Intelligence (AI) / Machine Learning (ML) โข Blockchain / Crypto โข Cybersecurity โข Oil and Gas / Renewable Energy / Solar โข E-Commerce โข Healthcare / BioTech โข Real Estate (Residential, Commercial), PropTech โข Consumer Goods / CPG / Manufacturing โข EdTech โข Transportation / EV / Automotive โข Financial Services โข Hospitality / Tourism โข Agriculture / AgTech Feel free to reach out to discuss your fundraising and investment goals.Business Cases
Financial PlanningMicrosoft ExcelForecastingCompany ValuationStartup ConsultingFinancial ModelingFinancial ProjectionBusiness PlanFinancial AnalysisPitchbookFundraisingPitch DeckMicrosoft PowerPointBusiness PresentationPresentation Design - $68 hourly
- 4.4/5
- (168 jobs)
Hello there! I'm a fully qualified, award-winning accountant from the UK, with over 24 years of practical experience. I specialise in providing excellent accounting, bookkeeping, and tax services to businesses and individuals. My services include everything from year-end accounts, and personal and business tax matters, through to payroll, accounts clean-up work, and detailed financial analysis. I also excel at budgeting, forecasting, and reporting. I'm AAT licensed and regulated, and a registered HMRC agent. My clients tell me Iโm approachable, responsive, and easy to talk to. I take pride in being able to explain financial data and concepts clearly - I'm always happy to answer questions, provide additional detail, or explain where your figures have come from. Beyond being friendly, Iโm great at what I do! I feel my job success score and customer feedback show that I love my work, and will go the extra mile to add value beyond the basics. If I have any ideas or suggestions as I'm working through a project, or encounter something unexpected, I will always provide feedback and, where appropriate, recommendations to help you. Tools and Expertise: I'm proficient in all industry-leading software, including Xero, QuickBooks, and Excel. Over the years, Iโve honed my skills in both chartered practice and industry roles, which means I bring a well-rounded perspective to the table. Iโve been the CFO for a ยฃ10m turnover group and have also worked closely with small businesses and sole traders. I specialised in Audit during my time in practice, which developed my ability to work quickly and accurately, as well as giving me a wide range of experience with business and financial systems and controls. This diversity of experience allows me to adapt my approach to businesses of any size or complexity. Why Work With Me? - Over 24 years of experience in accounting, bookkeeping, and tax services - Fully qualified accountant, licensed by the AAT - Registered HMRC agent with full professional insurance - Proficient in Xero, QuickBooks, and Excel - Skilled in budgeting, forecasting, and financial analysis - Hands-on, approachable, and focused on delivering results Thanks for taking the time to read this. If you're interested in working together, feel free to send me a message by pressing the button in the top right corner. Looking forward to connecting!Business Cases
Microsoft ExcelIntuit QuickBooksForecastingFinancial ModelingFinancial AnalysisBudget PlanningValue-Added TaxBank ReconciliationFinancial ReportingFinancial AccountingTax PreparationBookkeepingManagement AccountingAccountingXero Want to browse more freelancers?
Sign up
How it works
1. Post a job
Tell us what you need. Provide as many details as possible, but donโt worry about getting it perfect.
2. Talent comes to you
Get qualified proposals within 24 hours, and meet the candidates youโre excited about. Hire as soon as youโre ready.
3. Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
4. Payment simplified
Receive invoices and make payments through Upwork. Only pay for work you authorize.
How do I hire a Business Cases Freelancer on Upwork?
You can hire a Business Cases Freelancer on Upwork in four simple steps:
- Create a job post tailored to your Business Cases Freelancer project scope. Weโll walk you through the process step by step.
- Browse top Business Cases Freelancer talent on Upwork and invite them to your project.
- Once the proposals start flowing in, create a shortlist of top Business Cases Freelancer profiles and interview.
- Hire the right Business Cases Freelancer for your project from Upwork, the worldโs largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Business Cases Freelancer?
Rates charged by Business Cases Freelancers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Business Cases Freelancer on Upwork?
As the worldโs work marketplace, we connect highly-skilled freelance Business Cases Freelancers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Business Cases Freelancer team you need to succeed.
Can I hire a Business Cases Freelancer within 24 hours on Upwork?
Depending on availability and the quality of your job post, itโs entirely possible to sign up for Upwork and receive Business Cases Freelancer proposals within 24 hours of posting a job description.