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4.8/5
based on 8,235 client reviews
  • $175 hourly

    • 4.9/5
    • (157 jobs)
    With over three decades of experience, I am a seasoned attorney specializing in PATENT, TRADEMARK, and CONTRACT law. My extensive expertise includes: - Drafting Artificial Intelligence (A/I); Machine Learning; Neural Network; & Natural Language Processing patent applications, as well as those for all manner of device and system embodiments especially including medical devices. - Crafting effective patent strategies - Conducting thorough patent searches - Skillfully composing patent applications - Navigating the intricacies of patent application prosecution - Conducting meticulous trademark searches - Preparing precise trademark applications - Skillfully handling trademark application prosecution Furthermore, I bring a wealth of CONTRACT law experience, encompassing various types of agreements, such as licensing agreements, contractor agreements, non-disclosure agreements, employee agreements, manufacturing agreements, and product development agreements, among others. I have a particular affinity for collaborating with individual inventors, small inventor teams, and startup enterprises. Throughout my career, I've assisted numerous clients in successfully launching their products and ideas into the market. I am eager to extend my expertise to assist you with your endeavors. Currently, I am actively soliciting patent work in the RENEWABLE ENERGY tech space. This is an area of passion for me that I would like to help advance for my clients.
    Featured Skill Business Plan or Pitch
    Tech & IT
    Science
    Patent
    Wireless Communication
    Patent Law
    Business Plan
    Intellectual Property Law
    Contract Law
    Contract Drafting
    Trademark Consulting
  • $45 hourly

    • 5.0/5
    • (13 jobs)
    🌟 TOP RATED Freelancer 🌟 Are you seeking a seasoned financial professional to manage your accounting, bookkeeping, and financial analysis needs? Look no further! I am a Chartered Accountant (Indian CPA), QuickBooks Certified, and a financial analyst with over a decade of experience in providing comprehensive financial services to clients worldwide. How I Can Assist You: My extensive expertise encompasses a wide range of financial and accounting services: 📈 Setting up new companies tailored to your business requirements. 📊 Establishing precise Charts of Accounts. 📜 Creating and managing Customers and Vendors Lists. 📦 Setting up Inventory items and linking them to the Chart of Accounts. 🏦 Managing Banks and Credit Cards. 🔍 Thorough Bank and Credit Card Reconciliation. 💼 Recording transactions accurately. 🔄 Creating bank rules in Accounting softwares. 💰 Efficient Payroll Management. 📚 Meticulous Bookkeeping. 🔀 QuickBooks Cleanup. 📉 Resolving accounting discrepancies. 🖥️ Expertise in QuickBooks Online or Desktop, Zoho, Xero, Google Spreadsheets, Excel, and more. 🌎 Currently serving clients from USA, Australia, UK, Canada & India. Financial Analysis and Modeling Expertise: I excel as a financial analyst and modeler, synthesizing and analyzing financial data to improve a company's finances. I develop financial models for companies, conduct in-depth business studies, create forecast models, and provide valuable financial insights. If you require assistance with business analysis, assignments, or a professional outlook, I can help with: 💼 Preparation of Cap Tables. 📊 Analysis of business projects. 💰 IRR, NPV, FV calculations. 📈 Balance Sheets, P&L, forecasting. 💸 Working Capital Management. 🧾 Invoice templates. 📉 Cash flow statements. 📋 Schedules supporting financial statements. 💳 Loan amortization schedules. 💱 DCF analysis. 📊 Ratio analysis. 🎯 Sensitivity analysis. Why Choose Me: 🌟 Client Reviews: I prioritize providing value and earning my clients' trust, as evidenced by the reviews and feedback on my profile. 🌟 Over-Delivering: I believe in exceeding expectations, ensuring my clients say "WOW." 🌟 Responsiveness: I maintain open lines of communication, ensuring timely responses. 🌟 Resilience: I'm known for tackling issues and finding solutions, no matter the challenge. 🌟 Kindness: I treat everyone with respect and genuinely seek to improve my clients' situations. 🌟 Flexibility: I'm adaptable and can work according to your time zone. Let's collaborate to meet your financial and business needs. I am eager to provide reliable, consistent, and high-level solutions. Please reach out to discuss how we can work together to achieve your goals!
    Featured Skill Business Plan or Pitch
    Xero
    Business Plan
    Financial Planning
    Financial Reporting
    Intuit QuickBooks
    Bookkeeping
    General Ledger
    Cash Flow Analysis
    GAAP
    Data Entry
    Cash Flow Statement
  • $25 hourly

    • 4.6/5
    • (82 jobs)
    "Farhan Patel Has done a fantastic Job. He was able to go above and beyond what was requested. He also made plenty of welcomed suggestions on how I could improve the task. I will use him again." "Highly diligent qualified accountant who is a number genius and looks to maximize client's returns. I hired Farhan to deliver his expertise with a business plan. His skills were superb in balance sheet, P&L statement and cashflow forecast. He spent copious amount of time explaining the numbers, and how they were calculated. Thank you and I'll be coming back to you for more work." "Farhan did a great job for me, i would recommend him for anything in his interest." These are a few testimonies from my valuable clients on Upwork. I love playing with numbers and passionate about my work. Being a certified chartered accountant (ACCA, UK), having nine years of practical experience, I can be a complete accounting solution for your business. My objective as an Accountant is to save my client's tax money and critically analyze the outcome to ascertain the actual position. I'm a person who believes in smart work, utilizing my proficiency in MS Excel and finding ways to implement controls and streamline financial discrepancies with consistently strives to boost the business's productivity. I am QuickBooks ProAdvisor, Xero Certified User, and Wave ProAdvisor. I do everything to provide excellent services to my clients using the above applications on an ongoing basis. Apart from accounting and bookkeeping, I have got proven experience in the following fields: 1. Internal Audit 2. Projections & Cashflow 3. Financial Modeling 4. Business Plan 5. Reconciliations 6. Collection & Recovery 7. Financial Analysis 8. E-Commerce 9. Real Estate 10. QuickBooks / Xero / Wave Setup 11. 1099 Reporting 12. Tax Filing
    Featured Skill Business Plan or Pitch
    Visual Basic for Applications
    Data Analysis
    Google Docs
    Bookkeeping
    Xero
    Financial Analysis
    Business Writing
    Business Plan
    Wave Accounting
    Intuit QuickBooks
    Balance Sheet
    Bank Reconciliation
    Financial Audit
    Microsoft Excel
  • $165 hourly

    • 4.9/5
    • (295 jobs)
    Expert-Vetted, Top-Rated with 15+ Years of Branding, Marketing and Business Consulting Experience I've helped 100’s of organizations launch and grow including: ecommerce companies, startups, local service businesses and large corporations. I actively listen to understand your needs and the goals of your business. It’s this skill that allows me to provide branding, marketing and business growth services that are truly rewarding for you and your clients. I'm extremely well-organized, maintain great communication, and work well with in-house teams and other third-party providers. You can rely on my experience working with B2B and DTC brands across a wide range of industries from technology to health and wellness, and real estate to security. I use the latest AI tools to enhance the strategies and content that I deliver. When you hire me for your project, you’ll benefit from a truly global perspective grounded in the latest research and best practices for your specific industry, geography and audience. Based in West Chester, Pennsylvania, I’ve consistently proven my ability to deliver high quality work on time and within budget to clients throughout North and South America, Europe, Asia, Africa and the Middle East. If you are considering a project, don’t hesitate to contact me. I'm always happy to listen and learn how I can help you express your brand to the world! Learn more at: upwardarrow.com ------------------- More about me: I hold a degree in Linguistics from the University of Pennsylvania, which offers additional benefits to international businesses that want to connect with English-speaking audiences here in the United States and around the world. I have a background in technology and continue to explore new technology that's on the horizon. I've authored two books, including one on how to achieve greater results with remote work. I'm a dedicated, husband, father and friend. ------------------- More information on the services I provide: I provide services for B2B, B2C, D2C companies and nonprofits across a wide range of industries including health and wellness, technology, security, private equity, real estate and human resources. I use the latest AI tools to enhance my work and deliver the greatest quality and efficiency to you. Here are some of the services I offer to help launch and grow your business: - Brand strategy, brand storytelling, brand safety, extensive brand guidelines and branding briefs - Brand naming, brand messaging and brand tone of voice - Trademark and naming research and due diligence - Audience research and persona development - Market research and competitor analysis - Marketing strategy, audits, implementation and comprehensive marketing plans - Business growth strategy and detailed business plans - Copywriting for websites, email campaigns, business articles, and voice overs - Social media strategy, profile creation, posting and growth - Press release writing and distribution - Editing and proofreading to improve existing content - Design, content creation and editing of pitch decks, presentations, case studies, white papers, PDFs and eBooks - Audio and video storyboarding, production and editing - Website design, development and maintenance including troubleshooting plug-ins and refining responsive themes with custom CSS
    Featured Skill Business Plan or Pitch
    Website
    Storytelling
    Brand Strategy
    Brand Consulting
    Brand Marketing
    Corporate Brand Identity
    Brand Research
    Content Writing
    WordPress
    Business Writing
    Business Coaching
    Social Media Marketing
    Brand Identity & Guidelines
    Marketing Strategy
    Business Plan
  • $40 hourly

    • 4.8/5
    • (79 jobs)
    I am a Qualified Chartered Accountant along with bachelor degree in Business administration with post qualification experience of 8 years in Bookkeeping, Accounting, Excel Functionalities, Data Analysis, Financial Modeling, Crypto Accounting, Budgeting and Projections, Tax Returns and Research, Audit and Company secretarial Services. I possess excellent computer skills that include but not limited to QuickBooks, Xero, Wave Accounting, MYOB administration, G Suite, Microsoft Office Applications (i.e Microsoft Word, Microsoft Excel etc), Data Analysis and projection of trends. For the crypto accounting I have excellent practical experience working on cointracking.info, cointracker.io and koinly In addition to that, I hold certification in QuickBooks pro advisor and Xero certified advisor. I am well versed with bill.com and Expensify, which are cloud-based software that automates back-office financial operations for small and mid-sized businesses Further, currently, I am running my own accounting firm wherein I Provide Accounting and Auditing services to 60+ E-Commerce, Real Estate, Start-Ups, Health care, Manufacturers, Wholesalers and Stockiest Clients. I also worked for a well known chartered accountant firm for 4 Years. The exposure of working for 4 years in a well known chartered accountant firm plus working in my own firm made me skilled adapting to new Situations, People, Culture, Scenario, Constantly changing business environment and government policies. With skillset I Possess, I aim to provide you with excellent outsourcing services, which will help you to improve efficiencies, reduce cost, take accurate business decisions in business planning and meeting deadlines. Treat Upwork as a free consultation, Get to know me, feel free to ask the questions and how I can help your business. I Look forward to speaking with you to see how we can assist each other to reach our business and life goals
    Featured Skill Business Plan or Pitch
    Cryptocurrency
    Business Plan
    Startup Consulting
    Management Consulting
    Financial Modeling
    CPA
    Data Analysis
    Microsoft Excel PowerPivot
    Xero
    Intuit QuickBooks
    Bookkeeping
    Internal Control
    Account Reconciliation
  • $160 hourly

    • 5.0/5
    • (339 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    Featured Skill Business Plan or Pitch
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $180 hourly

    • 4.9/5
    • (75 jobs)
    I have 25+ years experience as a startup engineer and executive. I studied engineering and entrepreneurship at Stanford under a fellowship from and mentorship of Don Valentine, the founder of Sequoia Capital. Since then, I have participated in over a dozen startups (4 went public) and consulted with hundreds more. Just in 2022, the companies that I have worked with raised $80M and acquired over 5 million customers. I have in-depth knowledge of the defense, oil and gas, renewable energy, education, fashion, semiconductors, software, government, and many other sectors. My engineering background encompasses mechanical engineering, electrical engineering, structural engineering, industrial engineering, nuclear engineering, naval architecture, marine engineering, fluid dynamics, controls design (Hardware, Software, and PCBs), thermodynamics, risk and decision analysis, 3D CAD and software. I was the head R&D engineer for Northrop Grumman Marine Systems, and wrote the machine-learning-based semiconductor yield enhancement software for several companies, including Applied Materials. Based on my business background, I consult with companies teaching them how to plan their engineering, marketing, sales, management, accounting, and fund raising. I write business plans, proposals, pitch decks, pro forma and help with fund raising. For several years, I wrote major defense project proposals of Northrop Grumman. The business plans and proposal I wrote in 2022 raised $80M in capital. Additionally, I have 30+ years of experience in the construction, power and energy industries, including engine, power plant, and ship design (steam, reciprocating piston, gas turbines, nuclear and solar thermal), waste-to-energy systems, bio-, and syn-fuel production (Green Atmospheric Methanol and Ethanol Plants), hydrogen production (SMR, electrolysis, and storage) for an onsite hydrogen refueling station, and emissions control systems. I have 20+ years of analytical consulting skills with machine learning, data mining, expert systems, statistics, decision analysis, risk analysis, big data, including data visualization.
    Featured Skill Business Plan or Pitch
    Consumer Electronics
    Marine Engineering
    Naval Engineering
    Product Design
    Autodesk Inventor
    Startup Consulting
    Mechanical Engineering
    Electrical Engineering
    Control Engineering
    Engineering & Architecture
    Business Proposal Writing
    Technical Writing
    Industrial Engineering
    Structural Analysis
    Business Plan
  • $240 hourly

    • 4.9/5
    • (120 jobs)
    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.
    Featured Skill Business Plan or Pitch
    Communications
    Business Plan
    Marketing Strategy
    Corporate Strategy
    Corporate Brand Identity
    Business Modeling
    Business Coaching
    Business Management
    Product Marketing
    Product Management
  • $50 hourly

    • 4.9/5
    • (240 jobs)
    I will create a professional business plan for your funding needs that will include all the essential components expected by Every Investor, Banks and Financing Institutions. My Business Plan is complete and professionally done and consists of an Executive Summary, Company Description, Products or Services, Marketing Analysis, Operational Plan with Management & Organization Structure, Sales Strategies & Projection, Break-even Analysis, and Financial Projections. I've created winning plans that have allowed businesses to secure funding of over $500,000. My plans prove the long term viability of your business, showcase how your business is going to bring in revenue, and highlight how you're going to use the money you raise. Message me to have a detailed discussion of what I can do to help make your project a success.
    Featured Skill Business Plan or Pitch
    Marketing Strategy
    Business Coaching
    Business Services
    Executive Summary
    Business Planning & Strategy
    Financial Accounting
    Business Analysis
    Content Writing
    Financial Projection
    Business Plan
    Financial Planning
  • $95 hourly

    • 5.0/5
    • (27 jobs)
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    Featured Skill Business Plan or Pitch
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • $125 hourly

    • 4.8/5
    • (357 jobs)
    Specializing in SBIR program review and applications #SBIR #DOE #NIH #NSF#USDA #FederalGrantWriter Highly qualified Senior Grant Writer with more than 20 years of demonstrated experience in business plans and grants specializing in medical, environmental, and green energy. 1) Grant Searches 2) Grant Writing 3) Grant Submission Projects include: Federal grants, SBIR grants, technical writing
    Featured Skill Business Plan or Pitch
    Nonprofit Organization
    Business Writing
    Federal Acquisition Regulations
    Internet Marketing
    Business Plan
    Grant Writing
  • $181 hourly

    • 5.0/5
    • (54 jobs)
    Are you an entrepreneur that wants to take it to the next level? 100% of my coaching clients have shared they are more clear, inspired and energized after working with me. Let me help you find your mojo! I am a Top Rated Plus Business Coach on Upwork with 100% satisfaction score, contact me today! ⚡︎I can help you if you are struggling with these challenges: ● "I have no idea on how to get started with my startup" ● "Life has been chaotic and I need to get clear on my direction " ● "I don't have the energy or motivation right now to grow my business" ● "I want to get to the next level and I am not sure how to get there" ● "I'm starting a new chapter in my life and I need someone to hold me accountable" ● "HELP! I'm overwhelmed and I don't know what to do next" I focus on working with entrepreneurs with startups or small businesses. The process: Who are you? You are the main factor in your success. Why should your business exist? A purpose. How do you do things? Something that makes you unique. What do you offer? Your product or service. All success revolves around the answers to these four questions. All failure comes from a lack of understanding these questions. This is my method. It does not matter if you are a startup or an existing business, this is the core of your work and journey. A client had dozens of business ideas, I helped him launch just one. A client stopped chasing 3 different startups and now is an executive in a new business. One client grew from 5 to 50 employees in just two years. Let's get on a call today! We can set up an initial zoom call in a free 30 min consultation and I will explain how my process will get you the results you are wanting. Best regards, Brian **If you’re interested in working with me hit the Invite Freelancer button and send me a short description about you and your project.
    Featured Skill Business Plan or Pitch
    Career Coaching
    Business Analysis
    Business Consulting
    Personal Development
    Business Plan
    Business Modeling
    Leadership Development
    Startup Company
    Startup Consulting
    Growth Strategy
    Innovation Strategy
    Business Coaching
    Entrepreneurship
    Business Development
    Life Coaching
  • $250 hourly

    • 5.0/5
    • (2 jobs)
    Fractional CFO Services for clothing, fashion, footwear, beauty & ecommerce brands Helping founders maximise cash flow, profits & dividends, whilst creating visibility & reducing anxiety • CFO & Exec Advisory Services for Founders • Forecasting, Projections & Goal Setting • Cash Flow Forecasting & Planning • Margin/Channel Analysis & Improvements Experienced advisor to omni-channel brands, including D2C ecommerce, retail stores, wholesale & marketplaces. Have you got ambitious growth plans for your clothing, fashion, footwear or beauty brand? Do you know how much extra cash you'll need to invest in inventory and ad spend to hit them? Do you know when your brand needs external financing or investment to continue hitting those targets? How does that cash run rate change if you need to hire a key role or outsource to a 3rd party distribution warehouse? Do you sleep soundly knowing that your business can cover your operating expenses next quarter? Growing a brand isn’t easy. You need to balance creativity, quality, and customer demand, while managing your costs, inventory and cash flow. However you don’t have the time to gain mastery in every area of the business. How do founders achieve this balance without sacrificing either creative vision or profits? • They lack the financial expertise to create systems and processes that lead to profits and cash flow. • The only financial support they receive are historic numbers from their accountant and bookkeeper, which doesn't help with strategic decision making. • They do not have the budget for a full time CFO with experience in these sales & marketing channels and funding challenges. Major CFO Consulting was created to provide this very solution, through Fractional CFO Services for ambitious, growth focused, clothing, fashion, footwear & beauty brands between £1m-£15m revenue. As a former CFO/FD who has spent almost 2 decades working in fashion, luxury and consumer brands, I understand your priorities, your sales and marketing channels and funding challenges, so I speak your language and communicate in a way that you as a founder understand. Benefits you can expect from working with me: • You will have a clear and accurate picture of your current financial situation and future projections, so you can make informed and confident decisions. • You will have a strategic partner who understands your industry, your challenges, and your goals, and who can advise you on the best course of action for your business. • You will have more time and energy to focus on what you do best: creating amazing products and delighting your customers. Want to leverage some of what I know to increase your profits, solve cash flow issues, and develop a long-term forecast to start planning confidently for ambitious growth? Schedule a free call or send me a message and let’s chat!
    Featured Skill Business Plan or Pitch
    Business Plan
    Business Analysis
    Financial Planning
    Financial Analysis
    Financial Projection
    Financial Modeling
    Business Consulting
    Streetwear
    Financial Presentation
    Retail
    Financial Consulting
    Ecommerce
    Consumer Goods
    Fashion & Apparel
    Retail & Consumer Goods
  • $150 hourly

    • 4.1/5
    • (61 jobs)
    I am an experienced executive leadership professional and a high-level administrator with expertise in the for-profit business, non-profit, government, and legal sectors. I have raised millions through grant writing and fund development. I have extensive experience managing complex organizations with complex funding, programmatic, organizational, staffing, and management structures. Therefore, I bring a multifaceted array of skills that will benefit your business and/or non-profit in multiple ways. Below is a summary of my areas of expertise. -Economic/Community Development Expert, Non-profit and Small Business Strategist with expertise in human/social services; neighborhood and property revitalization; legal analyst and policy development, organizational capacity building; and fund development/grants administration. -Fund development and grants administration including sourcing, writing, and management; Human resources and fiscal administration; Board relations and strategic planning; General day-to-day business administration; Advocacy, public policy, community, and public relations; Client centered programs and services development and implementation. -Fundraising and fund development; Organization and program oversight and monitoring; Workforce and educational programs and services development; System-wide strategic analysis, policy development; and operational planning; Fiscal planning, budget development, and expenditure monitoring. -Community Revitalization including, Community Development; Economic Development; Neighborhood Revitalization, and Property Development. -Capacity building in the areas of organizational day-to-day management; program and services assessment, design, development, and enhancement; short and long-range operational, tactical, and strategic planning; needs assessments and organizational enhancement planning; system evaluations and improvement; staff assessment and development planning; and policies and procedures development. -Writing and document production including policy documents; white papers; business plans; SWOT (Strength, Weaknesses, Opportunities, and Threats) analysis. and Community Needs Assessments.
    Featured Skill Business Plan or Pitch
    Organizational Development
    Business Consulting
    Business Writing
    Management Skills
    Legal Research
    Community Strategy
    Nonprofit Organization
    Grant Proposal
    Program Management
    Strategic Plan
    Policy Development
    Business Plan
    Grant Documentation
    Prospect List
    Grant Writing
  • $75 hourly

    • 4.9/5
    • (438 jobs)
    I AM THE GHOST AT YOUR KEYBOARD! You have the spotlight of authorship. I'm the ghost no one suspects was at your keyboard. BOOKS: Non-fiction and business topics range from all aspects of business, lead generation, how-to books, education & training, economics, geopolitical & social topics, personal development & spiritual growth, inspiration & motivation, autobiographies & memoirs. BUSINESS DOCUMENTS: Grants, RFP proposals, professional profiles. Customized business plans for first-time and repeat entrepreneurs in most sectors and activities, including non-profits.
    Featured Skill Business Plan or Pitch
    Book Writing
    Memoir
    Ghostwriting
    Business Coaching
    Business Writing
    Business Strategy
    Proposal Writing
    Startup Consulting
    Business Plan
  • $25 hourly

    • 5.0/5
    • (12 jobs)
    HIGHLIGHTS: 1) Business Development o Successful BD Campaign: Acquisition of KQ by STEC via the ZFS port on Linux Campaign (Primary target: North America, South America, EMEA, Asia Pacific) o Lead Generation, Demos & Sales Closure: data storage & application development services o Expanded Rishabh Software’s RPO services market to EMEA o Business Plan & Strategy for a IoT startup o Penetrated Global markets & developed channel partner relationships for a Database company (Db - NoSql database) 2) Sales a) Automation Anywhere – Sales Executive • First sales hire & exec at Automation Anywhere • Delivered high conversion rates. Activities involved contacting inbound leads, demonstrations, POCs, Proposals, CXO conversations & sales closures. • Increased sales rev (Q2Q) exponentially – rev of over $150K generated Q2Q (this is during AA’s startup phase) • Initiative to target the Asia Pacific market & major client acquisitions • (top fortune companies as well as gov sector) – closed major client deals & helped with market penetration. Client’s converted list includes Dell, E&Y, Amdocs (OEM), govt. of Aus, KP, and many more. b) B2B SaaS company Startup – Sales Consultant • B2B SaaS software for ecommerce companies • Profile: Inbound/Outbound sales, client onboarding, demonstrations & sales closure. Selling both software & services, upsell/crossell during account management • Q2Q revenue generated & carried over from Under 20,000$ to over $100K MoM c) B2B Enterprise OpenSource Software Startup – Sales consultant • Design & develop the sales strategy & collateral • Reach out to incoming leads, technical discussions, proposal writing & sales closure • Target achieved: o 346% revenue growth YoY for the company o Major clients included government, top fortune companies (Multi-Billion $ revenue) and one of the core sectors was Healthcare o Revenue well over $ 500K Q2Q for the company, instrumental in growing it from just 2 people org to over 25 people organization • Plan & Implement future sales strategy & lead generation strategy 3) Product Management & Marketing o Two successful product launches o Comprehensive product marketing management (From UI design to whitepapers) o Presenting at Flash Summit KEY SKILLS: Business Development, Sales, Marketing, Program Management, Account Management, Technical support, Application Development, Web Development, Technical Writing 15 years of experience in Global IT Product Management, Program Management, Business Development, Marketing Sales & technical Support (Expertise in both products as well as services sales), Lead Generation, Marketing, Market Research & Analysis, Business Development, Business Analysis and IT Support. Catered to US, EMEA (Europe, Middle East & Africa) & Asia-Pacific customers. Strong understanding of various IT Verticals, right from Web Services to Data Storage domain. Have catered to clients from various industry verticals ranging from BFSI to Healthcare. Educational Qualification: Bachelor of Electrical Engineering, Master of Information Technology (Networks & Security) As a client success manager, involved in program management for Qwiklabs (Google vendor). Managing a staff of 96 associate cloud engineers providing support for a cloud based product, delivering high value with high customer satisfaction ratings (over 95% with over 3000 tickets per week). Working with this company, I grew the team size by adding over 60 headcount in a space of 9 months. I have worked with 3 Start Up companies in the US & 3 publicly listed companies at NASDAQ. Played a pivotal role in getting one of the start up companies acquired, while I was the acting Business Development Manager for the start up company. Have successfully launched products in the markets, generated leads for the same as well as written product roadmap. Love team games, contributing in whichever way I can - even if am working as a program manager, I do try to give my creative inputs to the product team or keep an eye for any business opportunity. Right from working as a Network support engineer & a Systems Engineer to launching Products & managing Product marketing to Consulting Small Medium Businesses for Business Devleopment & Lead Generation, in these years of experience, I have amassed a mutli-faceted experience in the field of Sales & Business Development and Product Management And Marketing with a touch of customer support (networking, systems, application support), Am passionate about what I do and more than willing to go an extra mile to help the clients. Together we will & together we can is what I always say :)
    Featured Skill Business Plan or Pitch
    Sales Strategy
    Sales Consulting
    Inside Sales
    Account Management
    Sales & Marketing Collateral
    Customer Service
    Marketing Management
    Business Proposal Writing
    Business Plan
    Customer Satisfaction
    Sales Leadership
    Sales Call
    Business Development
    Sales Management
    Relationship Management
    Sales Development
    Sales
    Lead Generation
  • $65 hourly

    • 4.4/5
    • (18 jobs)
    I am a critical and detailed thinker who loves to find solutions to problems. As an Excel guru I have detailed knowledge of creating complex spreadsheets for cash flow modelling; financial analysis; data visualisation; pivot tables; dashboards; project management; pricing/return/net present value calculations. I have an Ivy League MBA in Finance (Columbia, USA) and a degree in Economics & Accounting (Bristol, UK). I also have 20+ years experience with top tier, European Investment Banks at the sharp end of complex finance transactions across many different asset classes ✅ Dynamic, integrated, 3-statement financial model (P&L, balance sheet, cash flow) to provide intuitive financial insight into your company ✅ DCF valuation ✅ Sensitivity, variance and scenario analysis ✅ Model the returns and valuation of any type of asset (fixed income, loan, mortgage etc.) ✅ Identify KPIs in conjunction with senior management to identify, measure and manage the drivers of your business ✅ Develop Process management to minimize costs, reduce wastage and ultimately improve profitability ✅ Elegant, actionable solutions provided in a user-friendly format ✅ Review of existing models ✅ I would be happy to have a free zoom call to discuss how I may help.
    Featured Skill Business Plan or Pitch
    Finance & Accounting
    Capital Markets
    Financial Analysis & Valuation
    Derivatives Trading
    Bloomberg Terminal
    Financial Risk
    Cash Flow Analysis
    Risk Management
    Finance
    Business Plan
    Microsoft Excel
    Financial Modeling
  • $54 hourly

    • 4.9/5
    • (216 jobs)
    I have written thousands of proposals, grants, and investor-focused business plans for 300+ organizations over a 17-year career in development. An American living abroad in South America, I love to write and work for positive social change all over the globe. I have an MA in Environment and Natural Resources and International Studies as well as BAs in English and Political Science, am academically published, and have diverse experience in dozens of different fields. My favorite projects are holistic by design, cross-cutting in innovative ways to achieve sustainability across multi-disciplinary fields. My specialties are in climate resilience, ecology, agriculture, entrepreneurship, women, indigenous rights, youth development and education. I have worked in big tech, AI, health, and energy among other areas as well. I write content and appeals along with more technical proposals and have worked on every continent (save Antarctica!).
    Featured Skill Business Plan or Pitch
    Business Plan
    International Development
    Environment
    Fundraising
    Grant Writing
    Grant Objectives & Methodology
    English
    Article Writing
    Nonprofit Organization
    Grant Proposal
    Writing
    Grant Research & Prospect List
    Proposal Writing
    Grant Application
    Content Writing
  • $50 hourly

    • 4.9/5
    • (149 jobs)
    I hold a PhD in Leadership, am a multi-skilled academic writer (business, humanities and social sciences), Business Consultant, HR Generalist, Recruiter, and One on One Coach
    Featured Skill Business Plan or Pitch
    Qualitative Research
    Change Management
    Performance Management
    Strategic Planning
    Recruiting Process Consulting
    Article Writing
    Personal Development
    Elearning LMS Consulting
    Career Coaching
    Technical Writing
    Business Coaching
    Management Development
    Organizational Development
    Human Resource Management
    Academic Writing
  • $43 hourly

    • 5.0/5
    • (39 jobs)
    As a former 𝗗𝗲𝗹𝗼𝗶𝘁𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 & 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁, with accreditations from top business schools (ESSEC & ESADE), I deliver high-impact investor presentations, McKinsey-style pitch decks, and corporate strategy decks that turn complex ideas into clear, persuasive narratives. I’ve worked with global financial institutions (BNP Paribas, Bank of Africa, Nordea, Dubai Government), funded Silicon Valley startups, and high-growth businesses across various industries. This means I understand exactly what investors, board members, and decision-makers expect in pitch decks, corporate presentations, and business strategy materials. If you're seeking clarity and impact in your presentations, I will work closely with you to build the structured, visually compelling decks you need to secure funding from lenders, influence stakeholders, and drive strategic decisions with executives. 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 📌 Need a high-impact investor pitch deck that captures attention? 📌 Need a board-level corporate strategy presentation with McKinsey-style visuals? 📌 Need a polished, professional business presentation that persuades key stakeholders? With deep expertise in strategy consulting, storytelling, and presentation design, I create decks that combine data-driven insights with compelling visuals. A recent client, the CEO of a conglomerate group, shared their feedback: “Alex is an incredibly reliable and knowledgeable professional. I requested a business plan, and what I received exceeded my expectations—it was outstanding!” Want to see past work? Browse my portfolio at alextapio.com I have examples of investor decks, corporate presentations, and strategy slides. Everything I deliver is 100% my own work. 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗪𝗵𝗲𝗻 𝗬𝗼𝘂 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 ✅ Investor Pitch Decks: I craft polished, high-impact decks that present your business, market opportunity, and financials in a clear, compelling format—designed to capture investor interest and drive funding decisions. ✅ Corporate Presentations: I create visually engaging, logically structured strategy decks that distill complex data into clear, persuasive visuals—perfect for board meetings, leadership presentations, and executive briefings. ✅ Business & Sales Presentations: I design branded, professional slides that effectively communicate your value proposition, business model, and competitive advantage—ideal for internal strategy discussions, client pitches, and corporate events. 𝗛𝗼𝘄 𝗪𝗲 𝗪𝗼𝗿𝗸 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿 ✔️ I begin work as soon as our Upwork contract is established. ✔️ If needed, I’m happy to sign an NDA before starting. ✔️ All work time is tracked via Upwork, with weekly reports for full transparency. ✔️ If you're not familiar with delivering presentations, I provide a tutorial video, Zoom call, or detailed guide to help you present confidently. Revisions: I offer free adjustments within 14 days after project completion to ensure your presentation is perfect. 𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽𝘀 If you need a bulletproof investor pitch deck, a high-impact McKinsey-style presentation, or a corporate deck that commands attention, let’s talk. Send me a message, and I’ll provide a free proposal and an initial strategy call—no commitment, just clarity. Cheers, Alex P.S. Even if your business is in a niche market or has unique requirements, I’d love to hear about it. I enjoy tackling complex, high-stakes challenges.
    Featured Skill Business Plan or Pitch
    Investment Strategy
    Cash Flow Analysis
    Valuation
    Financial Model
    Business Plan
    Management Consulting
    Business Strategy
    Business Consulting
    Pitch Deck
    PowerPoint Presentation
    Business Presentation
    Microsoft Excel
    PPTX
    Presentation Design
    Data Analysis
  • $150 hourly

    • 5.0/5
    • (8 jobs)
    Summary of Qualifications • Strategic results-driven accomplished CFO, CEO, COO, CIO, consultant, independent contractor, C-Suite coach, & project manager providing innovative strategic solutions based on deep understanding of business needs, values and objectives, resulting in improved efficiency, mitigated risk, and increased employee and customer satisfaction. • Professional business & financial consulting services with over 30 years of experience in a wide variety of industries & systems doing viability and turnaround Pareto Analysis delivering insightful nimble budgeting and forecasting systems, strategic planning, project management, business viability review and analysis, and increasing systems efficiency. • Custom development of my proprietary Living ForecastingTM, Rolling ForecastingTM, and Decision Support Systems that effectively financially forecast the future with enough time for management to respond and correct; to avoid catastrophic cash flow issues and take advantage of short-term opportunities. • Experience in business analysis, finance, and performing statistical analysis. Strong experience in data modeling and mining, and able to provide easy to understand executive dashboards, sales pipelines, ad hoc data analysis for clients. Recognized for clear presentation and communication of complex issues and solutions to financial, and non-financial stakeholders. • Board of Directors presentations of financial and objectives results, with live Executive Dashboards • Auditor, Tax, SEC 10Q/K, and multilanguage world-wide financial presentations and reporting • Employee Engagement for increased employee satisfaction and bottom-line performance • Demonstrates strong leadership, team building, collaboration and facilitation skills with excellent organization, people, communication, writing, and visual presentation skills. • Data modeling, validation, accuracy and integrity testing, data risk analysis, and probability of outliers. • Extensive experience in technical writing corporate policies applied to field and Information Technology (IT) particularly in all facets of software and hardware specifications. • Experienced with state-of-the-art OLAP & WEB financial planning, reporting, analysis & metrics tools. • Wide business process and systems re-engineering and efficiency analyst. Ability to create automated systems that substantially reduce time and ensure completeness and accuracy. • Expert Advanced Excel Power User and knowledgeable of MS Office solutions. Experience with of a number of scalable databases such as PowerBI, TM1, PowerOLAP, SQL, Oracle, Access, SAP, XLQ and with Excel front ends for terabytes of data. Including analysis of what system is best for the application and creation of new more useful datasets and marketing pipelines. • Team Leader Vision Holder via clear staff objectives, training, accountability, & performance reviews • Experience in global operations, manufacturing & trade between US, UK, China, Korea and Australia. • Data and statistical analysis, technical writing, web development, forecasting the cost of projects. • Team Lead in the design and prototyping new systems for the purpose of enhancing business processes, operations and information process flow. • Creative thinker; Strong analytic, negotiating, problem solving, and resolutions skills and abilities. • Seasoned Leader and Change Agent and with strong interpersonal skills that can see the big picture and still manage complex details leading cross functional and cultural teams to effectively develop new and better systems, processes; delivering results in fast paced ambiguous environments under tight deadlines.
    Featured Skill Business Plan or Pitch
    Business Cases
    Tax Strategy
    Supervision
    Company Valuation
    Business Plan
    People Management
    Investment Strategy
    Corporate Governance
    Shareholder Relationship
  • $52 hourly

    • 4.5/5
    • (125 jobs)
    Agricultural professional with 15 years experience in consultancy, research and education. I have an MSc and PhD in agricultural economics, with experience of teaching at undergraduate and masters level. I have experience in research and consultancy in agricultural economics and farm and agribusiness management. I have written and contributed to research reports and papers on a wide range of agricultural topics, such as sustainable farming, agricultural labour, animal health, the demand for animal proteins.
    Featured Skill Business Plan or Pitch
    Agriculture
    Agriculture & Mining
    Market Research
    Business Planning & Strategy
    Business Proposal Writing
    Academic Research
    Pitchbook
    Quantitative Analysis
    Technical Writing
    Data Analysis
    Business Management
    Management Consulting
    Agriculture & Forestry
    Financial Analysis
    Business Plan
  • $150 hourly

    • 5.0/5
    • (80 jobs)
    I'm a finance professional with over 10 years of experience in real estate investment with specialty of hotel investments, and few years of venture capital investment and structuring. What really drives me is helping entrepreneurs, developers, and investors bring their visions to life. I invest in real estate myself, so I understand the excitement of finding a great opportunity and the hard work required to make it successful. I have worked with developers and investors looking at all kinds of things from small boutique luxury hotels to large portfolio deals with multiple joint venture partners. I have worked on new fund structures and investing into existing funds, both in venture and real estate. My passion lies in collaborating with driven individuals who are doing something interesting. I'm also passionate about impact investment, sustainable finance, and using my skills to drive positive change. Whether it's affordable housing, social enterprises, or green finance projects, I'm excited to contribute my expertise. I work remotely with clients worldwide, offering a blend of technical financial modeling skills and a genuine enthusiasm for helping you achieve your goals. If you're an entrepreneur, developer, or investor seeking a collaborative finance partner, I'm ready to dive in and support your success. Let's make interesting things happen!
    Featured Skill Business Plan or Pitch
    Visual Basic for Applications
    Real Estate
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Hotel Design
    Microsoft Power BI
    Hospitality
    Hospitality & Tourism
    Financial Modeling
    Business Plan
    Microsoft Excel
    Financial Analysis
  • $85 hourly

    • 4.4/5
    • (75 jobs)
    Hi there! I'm a Grant Research and Writing expert with experience writing federal & government proposals for nonprofits and for profit organizations, designing marketing collateral, and researching leads for business development. I've worked for the following markets: Construction, Information Technology, Security, Finance, Education K-12, Colleges & Universities, Medical, Hospitality and Municipal clients. I have 8+ years of experience in preparing and securing funding from various federal agencies including, but not limited to, NIH, NSF, DOD, DoED, DOE with a specific focus on SBIR/STTR (Phase I, Phase II, and FastTracks). Since starting Walters Consulting, in 2015, I have secured $50M+ in non-dilutive funding (e.g., Various federal funding agencies like NSF, DOD, NIH, etc.). I am an I-corp mentor, SBA SCORE mentor, advisor, pitch competition judge, grant reviewer, and evaluator. My content is always 100% plagiarism-free. I check every of my content with more than two plagiarism tools. I always handle writing projects with keen attention, so you will notice no grammatical errors in every content I deliver. Let's get started. If you have any questions, pls don't hesitate to ask. Best, Stella.
    Featured Skill Business Plan or Pitch
    Grant Proposal
    Nonprofit
    Fundraising
    Request for Proposal
    Proposal Writing
    RFP Writing
    Business Proposal Writing
    Grant
    Capital Grant
    In-Kind Grant
    Grant Application
    Business Plan
    Grant Documentation
    Grant Research & Prospect List
    Grant Writing
  • $100 hourly

    • 5.0/5
    • (254 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. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    Featured Skill Business Plan or Pitch
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $95 hourly

    • 4.8/5
    • (160 jobs)
    If you are a startup or early-stage founder with a compelling business opportunity but under-capitalized and want to seek funding options, let's talk. I understand, very specifically, what institutional investors want to see to consider your opportunity. Or, as well-known Venture Capitalist Marc Andreesen once said, "The difference between a vision and a hallucination is others will see your vision". I have 20+ years experience in capital markets, both as a founder and working with other founders in successful funding events exceeding $ 450 million. The plan that drives a cap raise begins with a cogent, well-organized, and executable roadmap. Where you are today? How will a capital infusion from an outsider willing to take on the risk allow you to get to the next level? Here is how I start: - Funding readiness: Are you operationally ready? If you're ready, I will tell you. If you’re close but not quite there, I’ll tell you. If you have a lot of work to do before investors will consider you, I'll tell you where the gaps are and let you decide what comes next. - Investor Book: If you're (close to) investor-ready, it's time to build a strong Investor book, guided by your industry and what portfolio investors in your space want to see. - Investor Targets: Investor book is underway. In tandem with, we begin investor due diligence to build a targeted investor list. We look for connections and referrals to partners, analysts, or anyone who can open doors to the target investor. Many believe this is a quick & easy process. You need to know the investors you'll be pitching as if you've worked with them before. If what I've shared makes sense, let's connect, either by direct message or you may invite me to a job you posted on the platform. We can briefly discuss your goals and how I can be of material value if there's a fit. To your success, Mike
    Featured Skill Business Plan or Pitch
    Venture Capital Consulting
    Investor List
    Sales Management
    Fundraising
    Corporate Strategy
    Investor Roadshow
    Forecasting
    Startup Consulting
    Business Continuity Plan
    Valuation
    Company Valuation
    Business Coaching
    Management Consulting
    Business Development
    Business Plan
    Strategic Plan
  • $250 hourly

    • 5.0/5
    • (183 jobs)
    🏆 "Highly recommended A+++” I help business leaders and teams to define and achieve their business financial goals. We do this with CFO Reviewed Financials™ to develop plans and review progress. 🔜 Message me to discuss your project/needs. As a consulting CFO who offers fractional CFO retainer options, I focus on building and implementing financial models/plans that guide business leaders in growing their business, and I provide support as needed. Most often, I help to: 1⃣ secure funding, 2⃣ grow efficiently, and 3⃣ engineer an exit. ▶️ We start with CFO Reviewed Financials™, where I analyze up to 60 months of the company’s income statements, balance sheets, and statements of cash flows. If available, we compare the results against previous forecasts and budgets. Next, I record my observations and generate visualizations of the data. From this, I prepare a report sharing my key insights and recommendations, including key performance indicators as appropriate. To help achieve your business financial goals, we meet monthly to discuss your CFO Reviewed Financials™, new opportunities, and other developments; and to determine the proper changes to implement. To help define and track progress against these goals, I build a Comprehensive Financial Model™ to develop forecasts and adopt them as budgets. All of this is tracked in your customized Financial Management Plan. My successes include: ✔ Secured $1 million pre-seed funding and co-founded innovation platform Ideator. ✔ Secured $500k seed round for medtech software startup 4D Healthware. ✔ Built the first financial model that enabled a healthcare payments company to raise $29.3 million in venture capital over four funding rounds. ✔ Built the first financial model and supported negotiations for $1 million growth funding for an NIH backed biotech startup. ✔ Developed and landed supply chain funding strategies for adtech startup Promo Drone. ✔ Expanded multinational commercialization and closed $10 million seed funding for fintech Paybook/Syncfy. ✔ Led the capital raise process to secure $20 million in expansion funding for 3D printer manufacturer UNIZ Technology. ✔ Turned around the financial operations and recalibrated growth for digital marketing agency O8. ✔ Turned around the North American distribution of CITIZEN® brand calculators from a $1.5 million loss to a $500,000 profit. ✔ Restructured corporate financing and increased net profit margin by 9%, ROA by 1%, and ROE by 11% for medical device distributor CITIZEN Healthcare. ✔ Improved financial reporting, planning, and analysis for a $15 million real estate services firm. ✔ Improved financial reporting, planning, and analysis for nationwide restoration services company HomeCleanse. ✔ Corrected financial reporting for a $130 million international distributor of consumer products. ✔ Strengthened financial management and led a $10 million private equity owned consumer products brand to profitability. ✔ Overhauled financial reporting and led a tax-free reorganization to save more than $250k in taxes and professional fees for a $25 million global ecommerce company. ✔ Cured statutory deficiencies and flipped a Swiss regulated payments company into a new US holding company. ✔ Established financial systems and supported the negotiation and sale of a telehealth startup for $5 million plus contracts. ✔ Built the financial model that enabled the IPO for American Brewing Company. ✔ Built the financial model and supported negotiations for the sale of an insurtech startup to a nationwide law firm. 🏆 “Jeremy is one of the best professionals I’ve ever worked with. He supported our fast growing startup as our fractional CFO from our first customer all the way to our acquisition.” – Sina Arham, Co-Founder at Fridays 🏆 “[F]abulous ongoing strategy advisor!! Awesome results!” – Parker Harris, Founder & President at Junto Global 🏆 “In his practice he leverages [his] experience to find the most efficient path to success for you. If you have a need in his wheelhouse, definitely seek his advice. He is always open to sharing.” – Brian Jessup, Co-Founder of Reuleaux.skin, powered by Cybele Microbiome 🏆 “His guidance has been invaluable as we scale, and he's been a great person to work with—always approachable and on point.” – Josh Leonardi, Co-Founder at BALTINI 🏆 “I can't imagine how my startup would have looked like without Jeremy being involved in every financial aspect of the company.” – Bishoy Mikhael, Founder and CEO of The Pay Holding Company My management consulting services include: ✴ Consulting CFO (hourly and project) ✴ Fractional CFO (retainer) ✴ Financial Modeling ✴ Forecasting & Budgeting ✴ Financial Planning & Analysis ✴ Financial Management ✴ Cash Management ✴ Management & Board Reporting ✴ Investor Presentations / Pitch Decks / Pitchbooks ✴ Fundraising Support ✴ Business Plans ✴ KPI Development ✴ Supply Chain Planning and Optimization ✴ Turnarounds ✴ Strategy Advisory ✴ Executive Coaching
    Featured Skill Business Plan or Pitch
    Forecasting
    Finance
    Business Presentation
    Business Plan
    Financial Analysis
    Corporate Finance
    Strategy
    Financial Management
    Startup Consulting
    Financial Modeling
    Venture Capital Consulting
    Growth Strategy
    Financial Projection
    Budget Management
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