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“I love working with Daniel! He's great with deadlines, prompt in responding and is a talented writer.” “Daniel and his team deserves a six stars out of five.” “Great work and ahead of schedule!” “Thank you so much for all your help and great work.” “This is good. VERY GOOD! Thank you tons!” If you need help starting or expanding your small business, I’m the person for the job! I have years of experience developing business plans and leading companies through challenging expansions. I can help you refine and improve your ideas, keep everyone on the same page with strong business planning, and inspire investors by demonstrating a clear path to success. I’m a dedicated full-time consultant, and I love helping companies start up and expand. I know that launching a new business successfully hinges on partnering with the right people, so I’m with you every step of the way. From sales and marketing to research and development, I’ve got you covered. Too many consultants try to do everything, and end up doing nothing well. Instead of falling into that trap, I focus on what I do best (business plans and expansion documents), and have developed a network of business professionals to help with the rest. I know the value of ideas, so privacy and security always take top priority. I will never share your name, idea, or any part of the work I do for you without your permission. I pride myself on working ceaselessly until every client is happy on every project, and my reviews show how happy I’ve made my past clients. If you’re ready to get started, contact me today!

✨ Unlock Investor-Grade Business Plan Pitch Deck CIMs! ✅ view my Video for proof and references from ACTIVE US based PRIVATE EQUITY FUND MANAGER! I am the real deal here (not trying my luck, I raise capital for 24 years for private equities, as a Principal - not analyst) 🏆 $74M+ Raised year to date just in FY2026 alone | 60+ Startups | 24+ Industries 🏆 Trusted by Founders Raising $500K to $100M+ 🏆 Pitch Deck and Business Entrepreneur Mentor 🏆 Fund Manager of active Private Equity firm out of Texas, USA. 24+ years experience 🏆 Investment Banking & Private Equity Background
 🏆 Native English speaker advanced English reading, writing, speaking What I Offer: ✅ Investor-Ready Pitch Decks (content + design + graphics) ✅ Strategic One-Pagers and Teasers, Business Plans, & CIMs, Teasers ✅ Financial Models, LBO, Projections, and Valuations ✅ Content Research & Fundraising Narrative ✅ Grant Writing for Canada and US ✅ Full Fundraising Data Room Preparation ✅ Present LIVE to investors, negotiations, and getting you the REAL $$ funding approved with Term Sheets (I do this all day long for a living for 24 years, it is my habit to do business presentations and raise capital from markets) ✅ Bring NEW investors, lenders, bankers from my ACTIVE ROLODEX to get you the real money (equipment/fleet financing, cash flow financing, real estate financing) ✅ Customer Service, Proofreading, Interviews, Virtual Administrative Assistant, Sales/Marketing, Executive Assistant ✅ Canadian Business registration, HST GST setup, Wise/OFX set up, dormant corporations T2 filing, registered agent to setup new provincial and federal corporations 𝐒𝐨𝐮𝐧𝐝𝐬 𝐥𝐢𝐤𝐞 𝐚 𝐟𝐢𝐭? 𝐍𝐞𝐱𝐭 𝐬𝐭𝐞𝐩𝐬: 1) Press "..." button, then "Send Message" button in the top right-hand corner. 2) Or, invite me to your job posting. 🚀 Accelerate your business growth through Acquisitions, Growth Capital, Mergers, Business Valuation, Pitchbook, Financial Analysis, Business Research, Let’s elevate your vision to the next level! 📈💼 🚀 Master of Funding: I’ve orchestrated over $100M in structured financing, from debt, equity, banks, lenders, investors, private credit. 💼 Strategic Planning & Execution: Facilitating strategy workshops, SWOT analysis, and aligning goals with market opportunities. 💰 Financial Analysis & Planning: Assessing financial health, cash flow analysis, and risk management for sustainable growth. Financial Analysis, Financial Modeling, Financial Projections, LBO, Proforma Financial Due Diligence Quality of Earnings Report Sell-side and Buy-side Mergers and Acquisitions Advisory 🔽 The Premium Deliverables 🔽 📄 Business Plans & Proposals Craft detailed business descriptions, market analysis (TAM/SAM/SOM), competitive & SWOT analyses, go-to-market strategies, personnel plans, and robust financial projections to set your business up for success. 💼 Financial Models & Reports Develop complex financial models, budgeting, and forecasting tools. Provide 1-3-5 year projections, monthly P&L statements, pro-forma financials, and comprehensive reports using advanced Excel & Google Sheets techniques. 💡 Fundraising & Corporate Governance Advisory Create compelling pitch decks, executive summaries, and information memorandums. Offer expertise in company valuation, investor targeting, cap table management, exit strategies, and drafting key investment agreements. 🎯 Grant Documentation Prepare professional grant proposals, conduct eligibility assessments, ensure compliance, justify budgets, and compile detailed progress and final grant reports to secure essential funding for your initiatives. I will work with you to your success as I already had mine: I will interview you to understand your full scope idea and transpire it into a well curated funding $ secured business plan and materials that will get you to your goals. 𝐒𝐨𝐮𝐧𝐝𝐬 𝐥𝐢𝐤𝐞 𝐚 𝐟𝐢𝐭? 𝐍𝐞𝐱𝐭 𝐬𝐭𝐞𝐩𝐬: 1) Press "..." button, then "Send Message" button in the top right-hand corner. 2) Or, invite me to your job posting. Best, Sunny

🟢 𝐀𝐕𝐀𝐈𝐋𝐀𝐁𝐋𝐄 in the US & CANADA timezone 🇺🇸 🇨🇦 𝐔𝐏𝐖𝐎𝐑𝐊'𝐒 𝐓𝐎𝐏 𝟑% 𝐓𝐀𝐋𝐄𝐍𝐓 🚀 Raised $𝟑𝟎𝟎 𝐌 for founders in 𝐒𝐚𝐚𝐒, 𝐂𝐥𝐢𝐦𝐚𝐭𝐞-𝐭𝐞𝐜𝐡 & 𝐅𝐢𝐧𝐭𝐞𝐜𝐡 with 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐫𝐞𝐚𝐝𝐲 𝐝𝐞𝐜𝐤𝐬. I storyboard, design and deliver a 𝟏𝟓-𝐬𝐥𝐢𝐝𝐞 𝐝𝐞𝐜𝐤 𝐢𝐧 𝟓 𝐝𝐚𝐲𝐬 |📍 𝐅𝐑𝐄𝐄 𝐢𝐧𝐢𝐭𝐢𝐚𝐥 𝐝𝐫𝐚𝐟𝐭 within 𝟏𝟐-𝟒𝟖 𝐡𝐨𝐮𝐫𝐬 | 𝟏𝟎𝟎% 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭𝐚𝐢𝐚𝐥 & 𝐬𝐢𝐠𝐧𝐢𝐧𝐠 𝐍𝐃𝐀 | Integrating Your 𝐛𝐫𝐚𝐧𝐝𝐢𝐧𝐠 💡𝐖̳𝐡̳𝐲̳ ̳𝐂̳𝐡̳𝐨̳𝐨̳𝐬̳𝐞̳ ̳𝐌̳𝐞̳? • 100% confidential & signing 𝐍𝐃𝐀 • Incorporating your 𝐛𝐫𝐚𝐧𝐝𝐢𝐧𝐠 • 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 Analysis, 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐒𝐭𝐚𝐫𝐭𝐮𝐩 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 • Cash flow projections • Visual 𝐒𝐭𝐨𝐫𝐲𝐭𝐞𝐥𝐥𝐢𝐧𝐠 Expertise • 𝐂𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐢𝐭𝐲 Assurance • 𝟐𝟒-𝟒𝟖 𝐡𝐨𝐮𝐫𝐬 turnaround (very quick) • Pitch Deck 𝐀𝐮𝐝𝐢𝐭𝐢𝐧𝐠 and Optimization • 𝐀𝐧𝐢𝐦𝐚𝐭𝐢𝐨𝐧 and Transition Design Let’s turn your vision into a 𝒄𝒐𝒎𝒑𝒆𝒍𝒍𝒊𝒏𝒈 𝒔𝒕𝒐𝒓𝒚 that commands attention and drives action!🚀 𝐍𝐄𝐄𝐃 𝐀 𝐒𝐏𝐄𝐂𝐈𝐅𝐈𝐂 𝐒𝐄𝐑𝐕𝐈𝐂𝐄? 📌 Confidential Writing for Pitch Deck 📌 Creative Services for Pitch Deck 📌 Financial Modeling ,Analysis and Valuation 📌 Business Plan ready for SBA Loan, General Loan Application 📌 Pitch deck Content Writing 📌 Pitch deck review and optimization 📌 Consulting presentations (McKinsey, BCG, Bain) 📌 Webinar Presentation ✨ 𝐌̳𝐲̳ ̳𝐒̳𝐞̳𝐫̳𝐯̳𝐢̳𝐜̳𝐞̳𝐬̳ ̳𝐈̳𝐧̳𝐜̳𝐥̳𝐮̳𝐝̳𝐞̳: 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐏𝐢𝐭𝐜𝐡 𝐃𝐞𝐜𝐤𝐬: Design and content development that captivates investors and clearly communicates your value proposition. 📊 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧𝐬: Comprehensive presentations for board meetings, strategy sessions, and stakeholder updates. 🎯 𝐒𝐚𝐥𝐞𝐬 𝐃𝐞𝐜𝐤𝐬: Persuasive sales presentations that highlight your products/services and close deals. 🔍 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧: Transforming complex data into easy-to-understand charts, infographics, and diagrams. 🛠 𝐏𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐨𝐧 𝐀𝐮𝐝𝐢𝐭𝐬 & 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧𝐬: Expert reviews and strategic advice to refine and enhance your existing presentations. 𝐍𝐄𝐄𝐃 𝐀 𝐒𝐏𝐄𝐂𝐈𝐅𝐈𝐂 𝐒𝐋𝐈𝐃𝐄 𝐒𝐋𝐈𝐃𝐄? ▪ Team Slide for Pitch Deck ▪ Financial Model for Pitch Deck ▪ Business Model ▪ Executive Summary ▪ Competitor Research ▪ Preparing a Funding Slide ▪ Investor Slide for Pitch Deck ▪ Size and Market Opportunity Slide ▪ Customer Pain Points and Solutions Slide ▪ Traction Slide for Startups ▪ Ask or Funding Requirements Slide 𝐍𝐞𝐞𝐝 𝐚 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐅𝐨𝐫𝐦𝐚𝐭? ✅ Figma to PPT (powerpoint) ✅ Adobe illustrator to PPT (powerpoint) ✅ Canva to Google Slides ✅ Canva to PPT (powerpoint) ✅ PPT (powerpoint) to figma Pitch Deck for Seed Startup, y combinator, for Investors, for Startups, TV Show, Film, Digital Marketing Agency, Angel Investors, Consulting Services, Fundraising, Nonprofit, Pre-Seed Startup, VC, Seed Funding, Real Estate Investment, Fashion Brand, Technology Startup, Healthcare, Restaurants, Sustainability, Documentary, Short Film, Reality Show, Feature Film, Screenplay, Web Series, Business Idea, Selling a Company, Sponsorship, Investors, Social Enterprises, Hedge Fund, Idea stage, 1 page, Series b, Consulting, Feature film, Venture capital ,Podcast,, 12 slide, b2b, b2b saas, Mobile Apps, E-Commerce, Investor Presentations for Fintech, Corporate Annual Reports Presentation, Product Launch Decks for Tech Companies, Sales Decks for Small Businesses, Branding Presentations for Marketing Agencies, Crowdfunding Campaign Deck Design, Biotech pitch deck. Cybersecurity powerpoint presentation, Medical powerpoint presentation __________________ business plan pitch deck, pitch deck venture capital, presentation specialist, prezi presentation, , power point designer, power point template, , canva pro, canva presentation designer, canva presentation design, make google slides look better , canva to google slides, convert canva presentation to google slides, pitch deck writer, pitch deck specialist, pitch deck creators, pitch deck experts, pitch deck professionals, pitch deck writing services, mckinsey slide deck, Pitch deck design agency, pitch deck consultant, pitch deck design cost, best pitch deck design service,power point slide deck, jobs, , professionals, , freelance powerpoint presentation design services, powerpoint expert, powerpoint designers, creative powerpoint presentations, figma to powerpoint, , modern design, ppt presentation design services, presentation designers, freelance ppt presentation, hire freelance powerpoint presentation designer, I can help you with Financial modeling, chief financial officer, analyst advisor, real estate financial modeling, controller, manager, SAAS, modeller, analyst,, audit, assistant, CFA, personal financial Advisor, small business. Startup conltant, funding,, fundraising, funding , plan writing, analyst, consultatnt, coach , business proposal

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

I am an International business strategist with experience in advising organizations on business development and strategic growth. Work Experiences: - Buy-Side M&A & Private Equity - Management Consultant (Big 4, Strategy) - Non-Profit Advisor (Human Rights & AI) - Industries: Software, Healthcare (Public & Private), Mining, Food, Real Estate, Retail, Fitness Core Skills: ✅ Growth Strategy ✅ Financial/Operational Modeling ✅ Pitch Deck Development ✅ Business Plan (Start-up Consulting/Expansion) ✅ Go-To-Market Strategy ✅ Market Sizing Let’s connect and explore how I can support your next project!

I help startups and investors bring ideas to life through investor-ready pitch decks, business plans, and feasibility reports. Also, I will run your Graphic Design project from scratch to end, timely.