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Clients rate Business Modeling specialists
Rating is 4.8 out of 5.
4.8/5
based on 774 client reviews
  • $50 hourly
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your revenue model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Proposal Writing
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $150 hourly
    🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. Advised over𝟭𝟬𝟬+ 𝘁𝗲𝗰𝗵 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀 and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for her clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty is subscriptions ( SAAS), e-commerce, Tech, Real estate .✨ 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 5 𝙤𝙪𝙩 𝙤𝙛 5 𝙎𝙏𝘼𝙍 “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘:I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast​ , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Financial Statement
    Financial Projection
    Financial Management
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Mergers & Acquisitions
    Pricing
    Pricing Strategy Consulting
    Financial Modeling
    Valuation
    Startup Consulting
    SaaS
    Fundraising
    Venture Capital Consulting
  • $175 hourly
    Your B2B business is growing but you don't feel in control. You want to launch a new product or startup but are unsure of the next steps. Growth is uneven. I’ve been there too. It's often about bringing Clarity to Clutter! TESTIMONIALS FROM SOME OF MY CLIENTS: “George has been an outstanding partner in developing a well thought out and effective business plan” “He has been a valuable advisor and coach for my business. George has helped me think through and put in place systems for realizing more predictable growth and managing more growth profitably.” “George was great to work with. He has great business knowledge and had awesome ideas and insights.” “Excellent business writer, very knowledgeable and extremely communicative.” NOT MANY FREELANCERS HAVE SUCH DIVERSITY OF EXPERIENCE AND ABILITY TO DELIVER VALUE... Business leaders need partners that can bring a seasoned perspective but also deliver what’s needed today. You need help to focus on what’s most important today, fix it, and then move on to the next area. My clients have built momentum for a new product or new business launch. They have turned their operations around to regain the growth and profit momentum they once had. For the last three decades, serving as an operating executive and consultant, I’ve learned that leaders know when they need help. The bigger problem can be defining the problem and identifying the right help to address it. When stuck, you need perspective and insight. Someone that has been where you are, that can quickly see what you’re facing, and offer valuable input. But, having only advice doesn’t always move the needle. You need value delivered to help regain or build momentum. Here are a few examples: •Writing a business plan –for a startup, restructuring or launching a new product begins with grasping the vision, considering all elements that contribute to or inhibit success, modeling financially, and then constructing a story that simply and realistically communicates this to investors, partners, customers or employees. •Startup plans – keep it simple, testable, and flexible until customer value is identified, with a low-cost, scalable business model. •Investor presentations – tell a compelling, understandable and emotional story that resonates. •Market research – identify the market segments and customer influence points before launching. For non-profits its developing campaigns that target all the constituencies. •Go to Market plans – taking a product or service to market needs well-designed marketing and sales programs that are cost-effective and coordinated. •Operational improvement – identifying what’s working and what needs changing, positioning for growth or stability, declaring the key metrics that indicate progress. •Financial projections - modeling change that manages cash flow and projects profits aligned with the vision. For non-profits, it’s starting from the beginning each year to identify the funds needed. Your business needs constant care and continuous change. Staying focused on what’s most important until it’s addressed is one of the biggest challenges you face. My broad perspective helps me keep you laser-focused. I could go on and on. I am a student of business and love to dig deep and share ideas. But I'd rather hear about what you’re facing today... To be candid, I stay busy and rarely have time to take on a new client. Even then, I screen very carefully to make sure it's a good fit. So if you need something in a rush, done cheap, or doesn’t require much thinking, please look elsewhere. It will save us both time and energy. Otherwise, feel free to contact me using one of the buttons at the top of the page, and I'll do my best to get back to you ASAP. Best, George
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    B2B Marketing
    Corporate Strategy
    Business Analysis
    Business Writing
    Startup Consulting
    Business Planning & Strategy
    Business Coaching
    Business Plan
    Financial Analysis
    Management Consulting
  • $175 hourly
    I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Private Equity
    Fundraising
    Financial Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
  • $40 hourly
    I perform process evaluation, documentation, procedure writing, process mapping, Process Improvement testing and implementation of Strategic as well as BAU Business Process Solutions that will enable Business areas to function more effectively, manage process risk, process costs, productivity, process improvement and customer service. I also do project management. I am proficient in MS application like Word, Excel, PowerPoint, Access, Visio, Publisher, Project Plan I have 8 years of experience in various profile as Customer services, Data Entry, Typing Work, Project Management Officer etc. I will do whatever is necessary to help you manage and accomplish project/task needed for your business. I take pride in my work and therefore, I try to show good levels of initiative and integrity through accomplishing my duties effectively and efficiently. I will feel happy to assist you in your project/task. Please contact me to discuss the project/task. This is to ensure that both parties have made an agreement.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Process Design
    Business Process Management
    Business Analysis
    Process Engineering
    PRINCE2
    Project Plans
    Lean Consulting
    ProcessMAP Document Management
    Business Process Modeling
    Customer Support
    Six Sigma
    Project Management
    Process Improvement
    User Acceptance Testing
    Data Entry
  • $80 hourly
    Ex-IFC, Goldman Sachs investment banker currently working in private equity/venture capital. I can provide a wide range of services to both entrepreneurs and investors. For entrepreneurs, I can provide business model advisory, financial modeling, pitch deck development, and fundraising support. I am comfortable working with tech-enabled startups, including fintech, in which I have specialized industry experience. To the extent required, I can also advise on investment negotiations such as term sheet, SHA, or SPA drafting in conjunction with the company's lawyer. On the other hand, for investors, I can also provide investment due diligence services such as market research and business/financial model validation. For funds in the process of formation, I can provide fund structuring and pitch deck development support.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Corporate Finance
    Mergers & Acquisitions
    Business Strategy
    Investment Research
    Private Equity
    Business Valuation
    Financial Accounting
    Asset Management
    Venture Capital Consulting
    Investment Banking
    Company Valuation
    Financial Modeling
  • $85 hourly
    Business Plans | Financial Models | Investor Pitch Decks | Management Consulting - Startup Consulting - Fin-tech- Private Capital Markets - Blockchain - Financial Modeling - Real Estate - Private Equity - Investor Packages - $250 million in seed, equity & debt capital raised An accomplished professional with 15 years of experience in Asset Management, Private Equity, Limited Partnerships, Real Estate, Re-positioning strategies (Leveraged buyouts & Debt Restructuring), Fintech start-ups (Prop-tech & Mortgage tech), & Blockchain research for exempt market dealers and private capital markets. Consultation Methodology Discovery - Develop a deep understanding of your vision, processes, business needs, project scope & timelines Analysis - Structure the deliverable based on analysis, solutions, strategic overhauls needed for successful completion of the project Recommendation - Provide data-driven insights and justifications for recommendations. Gather feedback and implement changes Advisory - Empower you to implement and execute with on-demand advisory services. Key deliverables include Strategy consulting ( Business plan creation, market penetration strategies, capital stack, financial modeling and forecasting, business development & sales, KYC/AML for Money Service Businesses, Crowdfunding - OSC 45-108) Business model design and consultation (SaaS, Marketplace, Freemium, Subscription, Bundling, Product to Service to name a few) Customer Acquisition Strategies Financial modeling Market Research, White papers for STO’s, blockchain offerings. Pitchbook design and investor packages. Sector Focus Real Estate Development (Mixed-use, multi-family, Student housing, Long-term Care Residences, Hospitality), Land Banking, Development Pro-forma, Valuations, Capital Stack Advisory Financial Services / Fin-tech - Prop Tech and Mortgage Tech, Payment Technology, Mobile-only banking models, Commercial Banking Professional services / Franchisee models Technology start-ups (SaaS financial models)
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Financial Writing
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Microsoft PowerPoint
    Business Writing
    Financial Report
    Research Papers
    Financial Modeling
    Financial Presentation
    Real Estate
    Financial Analysis
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $150 hourly
    Dana is a rare breed of strategic thinker and hands-on worker with 25 years of consulting experience. Dana effectively blends project management and structure to obtuse, and often difficult, problems to solve. Taking a big problem, and dividing into smaller, manageable pieces, without getting off-track is the value Dana brings to a team. Specialties: • New Venture Definition and Business Plans • Complex Financial Models • Analyst for Blockchain Investment Fund • Business Requirements and Strategic Plans • Forward and Reverse Logistics • Change Management and Training • Project Management • Executive Communications Dana developed her general business expertise during twelve-years of consulting experience at Accenture, in the Strategy Practice. Dana worked with a diverse group of companies including Dow Chemical, Lend Lease, American Home Products, The United States Postal Service, NationsBank (Bank of America), Cingular Wireless, and International Paper. Subsequent to her time at Accenture, she has pursued independent business consulting with AT&T Mobility in Supply Chain, writing numerous business plans, serving as interim President of a technology start-up, creating financial models, and go-to-market strategies. She also pursued business development opportunities for a small software company and a technology startup. She can work with both boot-strapped and corporate budgets. Dana is the former Vice President of Operations at PodPonics, Inc., a technology-based hydroponic farm. While there she grew operational revenue from $50K to $100K monthly over a four-month period. Dana designed and led day-today operations of a 25+ person team, process definition, plant R&D and protocol design, business requirements definition for software technology direction, business case development, Food Safety Primus GFSI certification (obtaining a Superior rating, adding a Farm Crew Audit, and GAP audit, and additional products). She was responsible for International Supply Chain Management, Process Facility business design, Farm Operations business design, business case preparation, and strategic procurement. She initiated preliminary HR policies while formal policies were under development. She also prepared the strategic plan for a pending partnership with a Global 2000 Company. Finally, she began preparations for an Integrated Disease Management Plan. Dana graduated with a B.S. in Economics from The Wharton School, University of Pennsylvania and an M.B.A. from The Fuqua School of Business, Duke University. She was honored as a Fuqua Scholar (graduated in the top 10% of class). She participated in adventures including hiking the Grand Canyon, hiking the Inca Trail, summiting Mount Kilimanjaro, participating in one month total immersion language school in Costa Rica, attempting the summit of Mt. Elbrus (Russia), and volunteering on a working horse farm. She authored From Laptop to Mountaintop: Lessons they didn’t Teach you in Business School. Dana is formerly NASD Series 3 qualified, and registered with National Futures Association (NFA).
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Supply Chain Management
    Startup Consulting
    Financial Modeling
    Entrepreneurship
    Management Consulting
    Agriculture & Forestry
    Business Operations
    Project Plans
    Project Management
    Business Plan
  • $125 hourly
    Hello, 你好, Buongiorno! Are you looking for strategic help with your project or portfolio? Rigorous, dynamic business or financial consulting? I am here to help you achieve your business and investment goals! Background Highlights: - Former equity research analyst (Goldman Sachs, JPMorgan, WRHambrecht) - Fully fluent in English, Chinese, and Italian - Lead analyst for TSMC landmark ADR listing while at Goldman Sachs - Helped raise $20bn for technology companies as part of JPMorgan tech team - Trusted source for top tier institutional investors on IC and related stocks - 25 years of personal investment experience - Consulted for startups in software, food tech, mobile app, and solar - Created global media brand with 4 mn followers from scratch - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Plan
    Industry Research
    Business Consulting
    Investment Research
    Marketing Strategy
    Financial Analysis
    SaaS
    Pitch Deck
    Market Analysis
    Startup Consulting
    Equity Research
    Venture Capital
    Business Valuation
    Proposal Writing
    Content Writing
    Financial Writing
  • $30 hourly
    ✅5000+ hours on Upwork ✅100% Job Success Score 🌟5 star reviews from majority of clients 🚀 4+ years Experience as a Data Analyst and Visualization Expert Hi, My name is Jahan Zaib Zafar, an Aspiring Data Enthusiast learning new technologies and methods to extract data driven insights and visualizing those in Power BI and Tableau. I develop dashboards and reports to provide data analysis, automate reports, gather data from exterior sources, and specialize in building Business Intelligence dashboards that prioritize the businesses' strategic objectives. I have a deep knowledge of securing data using different technologies like DAX, Power Query, Power Pivot, Advanced Excel. Programming Languages and tools I have extensive experience in include: 🔹Python(including Django and Flask) 🔹SQL/NoSQL 🔹AWS 🔹Google Big Query 🔹DBT 🔹Excel VBA I have built multiple customized Power BI dashboards from varied niches including sales, Productivity measures, Stocks analysis and etc. Delivered 100% assigned tasks within the agreed budget. If you have any questions, then please don't hesitate to inbox me!
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    AWS Lambda
    TypeScript
    Automation
    API
    Flask
    Django
    Data Warehousing
    ETL
    MySQL
    Business Intelligence
    Tableau
    Data Analysis
    Python
    Microsoft Power BI
    SQL
  • $85 hourly
    KPMG experienced financial consultant skilled in Business Planning, Operational Excellence and Performance reporting. Expert-Vetted by Upwork making 1% of Top freelancers on the platform. I am proficient in MS Office tools and Tableau software, providing high value analysis which serve as a basis for decision making. Relevant experience includes conducting various financial/business analysis, financial modelling and forecasts for different projects and purposes, design of management reporting packages and visualisations.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Microsoft Excel
    Financial Report
    Data Analysis
    Tableau
    Business Plan
    Business Intelligence
  • $75 hourly
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Financial Analysis
    Business Plan
    Financial Writing
    Investment Research
    Financial Modeling
    Business Valuation
    Financial Planning
    Microsoft Excel
    Data Analysis
    Report Writing
  • $125 hourly
    ✅ Exceptional Quality ✅ Passionate Commitment ✅ Prompt Communication I am an Expert Business Consultant (Ex-Bain & Co., MBA, CFA) with 9+ years of experience catering to 300+ global clients. On Upwork, I am a TOP RATED PLUS, EXPERT VETTED Professional with 5-star ratings from all of my 250+ global clients. My specializations are: 📌Market Research and Analysis 📌Business Plan and Pitch Decks 📌Financial Modeling and Analysis 📌Business Transformation and Automation through AI 📌Startup Growth Strategy 📌Online Training and Course Development 📌Go-To-Market Strategy 📌Investor Presentations My clients love me for owning the work completely, being communicative, adhering to timelines, and being their go-to consultant. Take a look at what my clients say about me: "I am immensely satisfied with Aanchal's in-depth market research, comprehensive analysis, and inclusion of financial models showing me a representation of a real-world financial situation. Her professionalism, expertise, and dedication to delivering high-quality work make her an invaluable asset." (June 2023) “Aanchal is our go-to consultant when it comes to business management. Right from research, analysis, content to visualizations, her work and dedication are incredible.” (March 2023) “Aanchal’s attention to detail is keen! We have hired her for many projects because of her superior project management. She will inundate all of your expectations.” (Jan 2023) “Aanchal was amazing! She has a real passion for what she does and literally went above and beyond the job requirements - it felt as though she treated the work as her own. I am so confident that she will not only meet your expectations but exceed them so much so that if you find you are not 100% happy, I will pay for your project with her.” (Nov 2022)
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Organizational Behavior
    Curriculum Development
    Financial Report
    Elearning
    Academic Content Development
    Industry Research
    Chartered Financial Analyst
    Management Consulting
    Employee Onboarding
    Company Research
    Procedure Manual
    Training & Development
    Equity Research
  • $100 hourly
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $60 hourly
    As a seasoned IT Business Systems Analyst with an MBA, I bring a unique blend of technical expertise and business acumen. With over eight years of experience in this field, I deeply understand how technology can be leveraged to streamline operations, improve efficiency, and boost profitability. My approach to business systems analysis is founded on a deep understanding of the client's needs and goals. By working closely with stakeholders, I can identify pain points and inefficiencies in the current systems and develop innovative solutions that address these challenges. Whether implementing new software systems, improving existing processes, or developing custom applications, I am passionate about using technology to drive business success. My skills include analyzing complex information and data to identify trends and patterns, identifying, and solving problems related to technology, systems, and processes, understanding the technical aspects of software development, database design, and other IT-related tasks, gathering requirements from various stakeholders, document them, and manage them throughout the project lifecycle, mapping out business processes, identify inefficiencies, and make recommendations for improvements. As an Upwork freelancer, I pride myself on my professionalism, reliability, and commitment to delivering high-quality work. I am a strong communicator and collaborator, always striving to exceed my client's expectations. If you're looking for a Business Systems Analyst who can help take your business to the next level, look no further. Let's work together to transform your systems and drive growth and success for your organization.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Project Scheduling
    Documentation
    User Acceptance Testing
    Project Requirements
    Process Flow Diagram
    Status Reports
    Data Visualization
    Project Analysis
    Business Process Modeling
    Requirement Analysis
    User Stories
    Agile Project Management
    Business Analysis
  • $35 hourly
    I’m a highly experienced, versatile, and strategic business and data analyst with over 15+ years of experience as a Lead Business Analyst for a range of clients. I have been implementing large-scale business solutions mainly for Core Banking, CRM (Salesforce, Oracle, and Microsoft), Internet, and Mobile banking along with various other projects in Financial Services. An experienced business analyst with a unique combination of business and technical knowledge and strong delivery experience to turn business needs into technology solutions that can be effectively communicated to senior leadership. I've worked for large global organisations (10+ years) and global consulting companies (5+ years) throughout my career and have worked in both onshore and offshore models around the world delivering business value projects. * Temenos T24 Core Banking * Salesforce.com CRM * Core and Retail Banking * Payments Ecosystem * ITIL Service Management * Digital Banking * Business Requirements Gathering * User Stories, Epics, and MVP definition * Business Process Mapping * Data mapping, cleansing, and migration * Data warehousing * Project Management & Coordination * Reporting and Analytics * Data Modelling
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Requirement Analysis
    Business Process Automation
    Testing
    Project Management Professional
    Business Analysis
    Technical Writing
    User Stories
    Data Analysis Consultation
    Data Migration
    API Documentation
    Requirements Specification
    Software Testing
    Digital Business Modeling
    Agile Project Management
  • $100 hourly
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Private Equity
    Business Valuation
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $240 hourly
    I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • $125 hourly
    Expert-Vetted in the top 1% on Upwork ✅ As a Product/Project Manager and Certified Scrum Master, I help companies and teams build better products and services - SaaS, Platforms, Marketplaces, FinTech and InsurTech, Blockchain, ChatBots, AI, RPA Feedback from some past clients: - "Nothing but a pleasure working with Mitko, we would have no hesitation in recommending him for future roles. His knowledge, experience and attitude are extremely unique and valuable to any business." - "Mitko was a huge asset to our team. In addition to being great to work with, his attention to detail really stands out as one of his strength." - "The cooperation with Mitko is easy and straight forward. " About me: I'm a Senior Technology Executive and Product Management consultant with more than 10 years of experience leading digital projects across the world. Past roles include CTO, IT Director, Innovations Director, Senior Consultant, Agile Project Manager, Product Manager, Scrum Master and Business for boutique consultancy firms and technology companies. As a Product Manager and Certified Scrum Master, I help companies and teams build better products and services - SaaS, Platforms, Marketplaces, FinTech and InsurTech, Blockchain, ChatBots, AI, RPA Over the years, I've helped more than 500 companies from startups to large international enterprises. I have conducted business in the US, UK, Switzerland, Belgium, Germany, Qatar, Dubai, Japan, Hong Kong, Singapore and the Philippines. I'm an Energetic, highly motivated, and accomplished Technology Executive with a track record of success in managing complex IT modernization, outsourced and system integration projects. Sophisticated software development and engineering skills with a genuine enthusiasm for resolving business challenges through technical innovation. Solutions driver who bridges the gap between business and technology while envisioning the bigger picture. Devises strategies to align multiple disciplines, coordinating efforts between business groups and driving complex systems integration for robust, high-quality systems that solve business problems, provide business results and organizational improvement. Key areas where I'm able to help: - Product Manager and Certified Professional Scrum Master - working with high performant teams - Business and Digital Transformation Solutions - M&A and Technology Due Diligence - PMO and Project management - I have a master degree in PM and more than 10 years of experience working with multiple methodologies (Agile, SCRUM, Lean, Six Sigma, PMI) - Technology Advisory and Consulting available both remote and onsite - Business and Growth strategy development for E-commerce, SaaS, Subscription services and Productized businesses - Business Analysis - Strategic Planning - Team Collaboration, Coaching, & Motivation - Product road mapping and Go to market strategy (Detailed Market Research, User Personas and Product-Market fit) - Market Research and Managed Services (I have my own companies and team working in this field) Do not hesitate to contact me, I'm always looking to connect with new clients and help them grow their business. Contact me for a Free 30-minute Consulting call - Send me a note with a bit about your company, your current priorities, and your project details. If it seems like a good fit, we’ll schedule a time to talk to see what's the best way to help you meet your goals.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Planning & Strategy
    Ecommerce Website Development
    UX & UI
    Product Roadmap
    Business Consulting
    Product Development
    Business Coaching
    Wireframing
    Startup Consulting
    Strategy
    Organizational Plan
    Business Analysis
    Business Change
    Management Consulting
  • $100 hourly
    Hello, I'm Kelin, a Vancouver-based professional specializing in creating customized business plans, pitch decks, and financial models. With over a decade of experience, I have helped numerous clients secure substantial funding from financial institutions, totalling over $1 billion. My expertise lies in crafting compelling business plans and pitch decks that effectively communicate a business's value and potential. I have a proven track record of assisting clients in raising investment capital, securing bank loans, and obtaining immigration visas for business purposes. By combining a meticulous attention to detail with a deep understanding of financial strategies, I deliver professional documents that make a lasting impact. My focus is on helping businesses globally achieve their goals and secure funding for growth. If you're seeking to attract investors, expand your business, or secure funding, I can tailor comprehensive plans aligned with your unique goals. I offer a results-oriented approach backed by a solid understanding of market trends. Let's connect to bring your vision to life and achieve your business objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Pitchbook
    Business Writing
    Financial Modeling
    Financial Planning
    Business Valuation
    Financial Analysis
    Valuation
    Business Plan
  • $35 hourly
    My focus is to define client needs, clarify requirements, provide solutions, visualize and document them. This narrow list of services allows my clients to feel confident about receiving what they expect as a result of software development. 🚀My expertise includes:🚀 🔥 Translate product strategy into product requirements 🔥 Defined product key selling features 🔥 Identified and described in detail all the necessary features of your product 🔥 Write user stories, SRS and BRD 🔥 Build project roadmap and backlog 👨🏻‍💻Problems I help to solve: ✅ Endless scope (features) ✅ Meet the cost you didn't expect ✅ Not defined and measurable project expectations ✅ Missed market launch Deliverables you could expect from me: 👉 SRS 👉 BRD and FRD 👉 Use Case and Process Flow Diagrams 👉 User Stories Sound like exactly what you need? Feel free to get in touch about your project and see how I can help you 👍🏻 🧰 Tools: Figma, Notion, Miro, Draw.io, Jira, Confluence, Whimsical, Clickup, LucidChart, MS Visio, Asana, XMind, Trello. 🧰 Domains: E-Commerce, FinTech, Logistics, Warehouse, Supply Chain, Trucking, Transportation, Healthcare, E-learning, Wellness and Beauty, AdTech, Retail, Real Estate, CRM, SaaS, ERP. 🧰 Skills: Requirements Gathering, User Story, Scope Management, Product Roadmap, Product Backlog, Change Management, Competitor Analysis, Feature Definition, Stakeholder Analysis, Functional Requirements, Non-Functional Requirements, Business Requirements, Market Research. 🧰 Tech: MVP, Prototype, Agile, Scrum, Kanban, SDLC, SWOT.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Business Process Modeling
    Software Specifications
    Requirement Analysis
    Product Requirements Document
    Technical Documentation
    Software Documentation
    User Stories
    Requirement Management
    Requirements Specification
    Product Strategy
    Product Roadmap
    Product Backlog
    Product Management
    Business Analysis
  • $75 hourly
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Balance Sheet
    Bank Reconciliation
    Managerial Finance
    Bookkeeping
    Content Writing
    Financial Prospectus Writing
    Corporate Finance
    System Automation
    Business Valuation
    Financial Accounting
    Financial Management
    Business Analysis
    Financial Modeling
    Business Plan
    Financial Analysis
  • $375 hourly
    I have 18 years experience in strategy consulting and loyalty/rewards marketing, and have created several successful businesses. I've consulted to numerous startups and NFT projects at various stages from concept/pre-seed through Series D. I have a strong breadth of industry expertise having completed projects and built businesses in web 3/NFTs, travel, financial services, real estate, retail, grocery, gas. I've created reward and membership programs around the world and managed Membership Rewards partnerships at American Express as well as the Black, Platinum, and Gold Cards and developed a portfolio-wide strategy. I have my MBA from Yale University and my BA from Cornell University. I pride myself on multitasking ability (I used to have a day "corporate" job with four of my own successful businesses on the side), reliability, and loyalty/transparency. I believe in developing a tight plan up front for every project and really focus on iterative development. I'm particularly good at taking complex problems and turning them into data-driven clarity. I'm also a game theory expert so I always very much focus on the competition and making sure the businesses I advise on are positioned appropriately. Personally, I'm a lifelong athlete (basketball, football, soccer, tennis), avid traveler (100+ countries and counting), and love food. I also used to be a professional poker player which paid for both college and grad school. - Hablo español - Je parle français
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Microsoft PowerPoint
    Corporate Strategy
    User Experience Design
    Brand Consulting
    Gamification
    Loyalty Marketing
    Corporate Brand Identity
    Marketing Strategy
    Microsoft Excel
  • $160 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $175 hourly
    𝗤𝗨𝗜𝗖𝗞 𝗙𝗔𝗖𝗧𝗦 🏆 8+ Years of Financial Leadership and M&A Experience 🏆 $12+ Billion in Completed M&A Transactions 🏆 $50+ Million in Managed Client Cash Flows 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗙𝗢 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Budgeting & Forecasting ✅ Cash Flow Management & Modeling ✅ Financial Reporting & Analysis ✅ KPI Implementation & Monitoring ✅ Financial Infrastructure & Tech Stack ✅ Capital Raising & Advisory 𝗠&𝗔 𝗔𝗗𝗩𝗜𝗦𝗢𝗥𝗬 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Business Valuations (LBO, DCF, Multiples, Precedents, etc.) ✅ Marketing Materials (Teaser, CIM, Management Presentation, etc.) ✅ Due Diligence Support (Buy-Side / Sell-Side) ✅ Data Room Preparation & Management ✅ Process Execution ✅ Structuring & Negotiations 𝗢𝗧𝗛𝗘𝗥 𝗦𝗘𝗥𝗩𝗜𝗖𝗘𝗦 ✅ Financial Modeling ✅ Strategic Planning ✅ Start-Up Consulting ✅ Pitch Decks ✅ Data Analytics ✅ Market Research 𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘 🎯 Manufacturing 🎯 Business Services 🎯 Paper, Plastics & Packaging 🎯 Food & Beverage 🎯 Transportation & Logistics 🎯 Consumer Products 🎯 Cannabis 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘 I have 8+ years of experience across multiple financial leadership and M&A advisory roles. In January 2023, I founded SellSideCFO, a boutique fractional CFO service that provides financial management and M&A advisory services to businesses with less than $25 million in revenue. Prior to SellSideCFO, I served as the Director of Corporate Strategy for Mammoth Distribution, a leading cannabis company in California with more than $70 million in annual revenue. While at Mammoth Distribution, I led strategy development, revamped financial reporting capabilities, evaluated M&A opportunities, integrated the acquisition of Spacestation, and served as a liaison to institutional investors. Prior to joining Mammoth Distribution, I was the Director of Finance & Operations for Spacestation, the world’s largest contract manufacturer of cannabis beverage products. While at Spacestation, I professionalized the company’s financial management and operational capabilities leading to a record year for revenue and profitability. I was also responsible for leading the company’s multiple 8-figure sale to Mammoth Distribution. Prior to joining Spacestation, I was an Associate at Rothschild Global Advisory, a leading global investment bank. While at Rothschild, I worked on 25+ mandated M&A transactions that comprised more than $12 billion in completed deal value. I graduated magna cum laude from DePaul University (Chicago, IL) with a double major in Finance and Economics. I currently live in Florida where I enjoy training for triathlons, playing golf, and escaping to the beach in my free time.
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Decision Making
    Due Diligence
    Business Valuation
    KPI Metric Development
    Startup Consulting
    Business Writing
    Financial Projection
    Business Planning & Strategy
    Business Presentation
    Process Improvement
    Data Analysis
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Management Consulting
  • $125 hourly
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
    vsuc_fltilesrefresh_TrophyIcon Business Modeling
    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Process Improvement
    Product Design
    Product Management
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