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Rating is 4.8 out of 5.
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Based on 359 client reviews
William M.

Calgary, Canada

$100/hr
4.9
182 jobs

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. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. 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.

  • Business Plan
  • Financial Modeling
  • Financial Writing
  • Financial Analysis
  • Financial Consulting
  • Investment Research
  • Investment Banking
  • Chartered Financial Analyst
  • Valuation
  • Business Valuation
  • Private Equity
  • Venture Capital Consulting
  • Pitch Deck
  • Data Visualization
Ubaid R.

Mississauga, Canada

$29/hr
4.9
171 jobs

๐ŸŸข ๐€๐•๐€๐ˆ๐‹๐€๐๐‹๐„ in the US & CANADA timezone ๐Ÿ‡บ๐Ÿ‡ธ ๐Ÿ‡จ๐Ÿ‡ฆ ๐”๐๐–๐Ž๐‘๐Š'๐’ ๐“๐Ž๐ ๐Ÿ‘% ๐“๐€๐‹๐„๐๐“ ๐Ÿš€ Raised $๐Ÿ‘๐ŸŽ๐ŸŽ ๐Œ for founders in ๐’๐š๐š๐’, ๐‚๐ฅ๐ข๐ฆ๐š๐ญ๐ž-๐ญ๐ž๐œ๐ก & ๐…๐ข๐ง๐ญ๐ž๐œ๐ก with ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ ๐ซ๐ž๐š๐๐ฒ ๐๐ž๐œ๐ค๐ฌ. I storyboard, design and deliver a ๐Ÿ๐Ÿ“-๐ฌ๐ฅ๐ข๐๐ž ๐๐ž๐œ๐ค ๐ข๐ง ๐Ÿ“ ๐๐š๐ฒ๐ฌ |๐Ÿ“ ๐…๐‘๐„๐„ ๐ข๐ง๐ข๐ญ๐ข๐š๐ฅ ๐๐ซ๐š๐Ÿ๐ญ within ๐Ÿ๐Ÿ-๐Ÿ’๐Ÿ– ๐ก๐จ๐ฎ๐ซ๐ฌ | ๐Ÿ๐ŸŽ๐ŸŽ% ๐œ๐จ๐ง๐Ÿ๐ข๐๐ž๐ง๐ญ๐š๐ข๐š๐ฅ & ๐ฌ๐ข๐ ๐ง๐ข๐ง๐  ๐๐ƒ๐€ | Integrating Your ๐›๐ซ๐š๐ง๐๐ข๐ง๐  ๐Ÿ’ก๐–ฬณ๐กฬณ๐ฒฬณ ฬณ๐‚ฬณ๐กฬณ๐จฬณ๐จฬณ๐ฌฬณ๐žฬณ ฬณ๐Œฬณ๐žฬณ? โ€ข 100% confidential & signing ๐๐ƒ๐€ โ€ข Incorporating your ๐›๐ซ๐š๐ง๐๐ข๐ง๐  โ€ข ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ Analysis, ๐Œ๐จ๐๐ž๐ฅ๐ข๐ง๐  & ๐’๐ญ๐š๐ซ๐ญ๐ฎ๐ฉ ๐•๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง โ€ข Cash flow projections โ€ข Visual ๐’๐ญ๐จ๐ซ๐ฒ๐ญ๐ž๐ฅ๐ฅ๐ข๐ง๐  Expertise โ€ข ๐‚๐จ๐ง๐Ÿ๐ข๐๐ž๐ง๐ญ๐ข๐š๐ฅ๐ข๐ญ๐ฒ Assurance โ€ข ๐Ÿ๐Ÿ’-๐Ÿ’๐Ÿ– ๐ก๐จ๐ฎ๐ซ๐ฌ turnaround (very quick) โ€ข Pitch Deck ๐€๐ฎ๐๐ข๐ญ๐ข๐ง๐  and Optimization โ€ข ๐€๐ง๐ข๐ฆ๐š๐ญ๐ข๐จ๐ง and Transition Design Letโ€™s turn your vision into a ๐’„๐’๐’Ž๐’‘๐’†๐’๐’๐’Š๐’๐’ˆ ๐’”๐’•๐’๐’“๐’š that commands attention and drives action!๐Ÿš€ ๐๐„๐„๐ƒ ๐€ ๐’๐๐„๐‚๐ˆ๐…๐ˆ๐‚ ๐’๐„๐‘๐•๐ˆ๐‚๐„? ๐Ÿ“Œ Confidential Writing for Pitch Deck ๐Ÿ“Œ Creative Services for Pitch Deck ๐Ÿ“Œ Financial Modeling ,Analysis and Valuation ๐Ÿ“Œ Business Plan ready for SBA Loan, General Loan Application ๐Ÿ“Œ Pitch deck Content Writing ๐Ÿ“Œ Pitch deck review and optimization ๐Ÿ“Œ Consulting presentations (McKinsey, BCG, Bain) ๐Ÿ“Œ Webinar Presentation โœจ ๐Œฬณ๐ฒฬณ ฬณ๐’ฬณ๐žฬณ๐ซฬณ๐ฏฬณ๐ขฬณ๐œฬณ๐žฬณ๐ฌฬณ ฬณ๐ˆฬณ๐งฬณ๐œฬณ๐ฅฬณ๐ฎฬณ๐ฬณ๐žฬณ: ๐Ÿ“ˆ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ ๐๐ข๐ญ๐œ๐ก ๐ƒ๐ž๐œ๐ค๐ฌ: Design and content development that captivates investors and clearly communicates your value proposition. ๐Ÿ“Š ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐จ๐ง๐ฌ: Comprehensive presentations for board meetings, strategy sessions, and stakeholder updates. ๐ŸŽฏ ๐’๐š๐ฅ๐ž๐ฌ ๐ƒ๐ž๐œ๐ค๐ฌ: Persuasive sales presentations that highlight your products/services and close deals. ๐Ÿ” ๐ƒ๐š๐ญ๐š ๐•๐ข๐ฌ๐ฎ๐š๐ฅ๐ข๐ณ๐š๐ญ๐ข๐จ๐ง: Transforming complex data into easy-to-understand charts, infographics, and diagrams. ๐Ÿ›  ๐๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐š๐ญ๐ข๐จ๐ง ๐€๐ฎ๐๐ข๐ญ๐ฌ & ๐‚๐จ๐ง๐ฌ๐ฎ๐ฅ๐ญ๐š๐ญ๐ข๐จ๐ง๐ฌ: Expert reviews and strategic advice to refine and enhance your existing presentations. ๐๐„๐„๐ƒ ๐€ ๐’๐๐„๐‚๐ˆ๐…๐ˆ๐‚ ๐’๐‹๐ˆ๐ƒ๐„ ๐’๐‹๐ˆ๐ƒ๐„? โ–ช Team Slide for Pitch Deck โ–ช Financial Model for Pitch Deck โ–ช Business Model โ–ช Executive Summary โ–ช Competitor Research โ–ช Preparing a Funding Slide โ–ช Investor Slide for Pitch Deck โ–ช Size and Market Opportunity Slide โ–ช Customer Pain Points and Solutions Slide โ–ช Traction Slide for Startups โ–ช Ask or Funding Requirements Slide ๐๐ž๐ž๐ ๐š ๐ƒ๐ข๐Ÿ๐Ÿ๐ž๐ซ๐ž๐ง๐ญ ๐…๐จ๐ซ๐ฆ๐š๐ญ? โœ… Figma to PPT (powerpoint) โœ… Adobe illustrator to PPT (powerpoint) โœ… Canva to Google Slides โœ… Canva to PPT (powerpoint) โœ… 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

  • Pitch Deck
  • Fundraising Presentation
  • Pitchbook
  • PowerPoint Presentation
  • Presentation Design
  • Google Slides
  • PPTX
  • Figma
  • Canva
  • Graphic Design
  • Adobe Photoshop
  • Adobe Illustrator
  • Packaging Design
  • Branding
  • Brochure Design
  • Visual Presentation Design
  • Presentation Slide
  • Presentations
  • Illustration
  • GSLIDES
Sharn B.

Oakville, Canada

$80/hr
4.9
26 jobs

Founders hire me when they're preparing to raise and need more than a polished deck. I work with early and growth-stage companies on the full capital-readiness picture: pitch narrative, business plan structure, financial framing, and the investor logic that holds up under real scrutiny. Across a portfolio spanning Seed through Series A, I've supported founders who have collectively raised over $200M. My background is unusual for this work: I'm a 2x founder, a former COO of an enterprise data company serving Canada's major banks, a Contributing Writer at Fortune, and I ran Startup Grind Toronto for nearly a decade, hosting 70+ founder events and sitting inside hundreds of fundraising conversations. That depth means I don't just write, I pressure-test. I ask the questions investors will ask before they get the chance to ask them. What I typically help with: > Pitch decks (narrative structure, investor framing, slide logic) > Business plans and executive summaries > Capital strategy and raise sequencing > Financial narrative and unit economics clarity > Investor readiness coaching If you're raising in the next 3โ€“6 months and want a sharp, experienced eye on your materials, I'd love to take a look. Warmly, Sharn www(dot)linkedin(dot)com/in/gursharn

  • Business Plan
  • Writing
  • Grant Writing
  • Venture Capital Consulting
  • Proofreading
  • Pitchbook
  • Proposal Writing
  • Editing & Proofreading
  • Presentations
  • Business Coaching
  • Business Proposal
  • Business Operations
  • Business Editing
  • Pitch Deck
Kim W.

Calgary, Canada

$145/hr
4.9
261 jobs

Need help expressing your startupโ€™s potential? Are you tired of pitches falling flat? You need a strategic advantage. With 25+ years as a former VC and investment banker, I don't just build investor materials; I engineer investor conviction. I've seen hundreds of startups stumble, not from bad ideas, but from failing to speak the investor language. Here's the harsh truth: Investors see hundreds of pitches. They're looking for the 'why' behind the numbers and the story, the strategic edge that sets you apart. If your pitch doesn't ignite their interest in seconds, you've lost. Here's how I change that: - Investor-Grade Financial Models: Not just projections, but a roadmap investors trust. - Killer Business Plans and Investor Pitch Decks: Narratives that resonate, not just word and number dumps. - Insider Insight: I know what investors want before they ask. - Strategic Fundraising Coaching: Turn your pitch into a funding magnet. - My track record: I've co-founded a VC firm and an investment bank. I've been in your shoes, and I know what it takes to break through. The difference? I don't just prepare you; I equip you to dominate. I'll help you anticipate investor questions, dismantle objections, and showcase your vision with unwavering confidence. Ready to stop pitching and start growing? Don't let another opportunity slip away. Message me now, and let's turn your startup's potential into reality.

  • Business Plan
  • Financial Modeling
  • Startup Consulting
  • Presentations
  • Management Consulting
  • Business Coaching
  • Corporate Finance
  • Financial Writing
  • Venture Capital Consulting
  • Strategy
  • Investor Overview
  • Financial Projection
Faisal R.

Mississauga, Canada

$35/hr
4.8
75 jobs

Business Plans || Pitch Decks || Due Diligence Package || Quickbooks || Financial Analyst || Feasibility Studies || Report Writer || Research papers Expert || Dissertations || Proofreader || Deadline Oriented || Crypto Currency Analyst || Research Reports Writer || Business Plans Expert || Financial Models || Company Analysis || Financial writing || Case studies and writing || Deadline oriented || Professional Individual || Financial Plans and Solutions || Company Valuation || Top Expert || All jobs successfully completed. I have done MBA from Schulich School of Business, and I am a CFA Charter Holder with more than fifteen years of professional experience as a financial analyst and report writer. I have written many Business Plans, and I have constructed many complex Financial Models. I have a core focus on corporate finance and deals advisory. If you need a part-time/full-time consultant or advisor, I am your guy. I have been working with many firms as a financial advisor and financial consultant. In short, I can guarantee you: 1 - Fastest turnaround time 2- Quick and quality solution 3- Professional commitment I am available for full-time, part-time, and one-time projects.

  • Financial Modeling
  • Financial Planning
  • Corporate Finance
  • Managerial Finance
  • Finance Manager nVision
  • Financial Accounting
  • Financial Presentation
  • Venture Capital Consulting
  • Budget Management
Michele R.

Kelowna, Canada

$125/hr
5.0
28 jobs

I am an entrepreneur with a passion for helping start ups and growth companies. I have over 25 years experience in writing business plans, developing pitch decks and raising capital. My experience is a unique blend of finance and marketing strategy. I have a solid consulting services background and have worked extensively in technology including Saas, software, AI, and other rapid growth sectors such as renewable energy, cannabis, esports, healthcare and more. I have also worked for large corporations in senior finance roles including CFO and have raised over $30 million in capital for my clients and my own companies. If you are looking for reliable help with any of your business challenges -- from financial forecasting to market research or business plan development and pitch decks -- you have come to the right profile. Let's talk! Michele

  • Business Plan
  • Business Planning & Strategy
  • Cash Flow Modeling
  • Pitchbook
  • Financial Projection
  • Financial Analysis
  • Budget Management
  • Financial Presentation
  • Financial Modeling
  • Capital Markets
  • Pro Forma Statement
  • Startup Consulting

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