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Rating is 4.8 out of 5.
4.8/5
based on 359 client reviews
  • $150 hourly
    • 4.9/5
    • (98 jobs)
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
    Featured Skill Business Plan or Pitch
    Growth Strategy
    Mergers & Acquisitions
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Venture Capital Consulting
    Presentations
  • $100 hourly
    • 4.9/5
    • (67 jobs)
    As a go-to expert for startups, SMBs, investment management firms, and consulting firms, I offer a wide range of services, including: - Pitch decks - Business plans - Financial models - LinkedIn Thought Leadership - Real estate underwriting models - Business analysis - Offerings memorandums - Market research - Marketing strategy - Financial content writing I also specialize in immigration business plans and pitch decks for United States, Canada and UK, including E-2 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP and Start-up Visa for Canada, and UK's Founders Visa. have also worked in Risk & Compliance advisory, working with large Canadian banks on EDD reviews of High Risk Customers, PEP, as well as compliance audits. Let me help you navigate the financial landscape and achieve your business goals. Contact me today to learn more.
    Featured Skill Business Plan or Pitch
    Anti-Money Laundering
    Immigration Business Plan
    Business Report
    Financial Planning
    Industry Research
    Microsoft Excel
    Equity Research
    Financial Reporting
    Investment Research
    Financial Analysis
    Pitch Deck
    Business Plan
    Financial Projection
    Company Research
    Report Writing
  • $40 hourly
    • 4.9/5
    • (16 jobs)
    🚀 Got an idea and need to bring it to life? I turn early concepts into real, working products. The goal is simple—save time, cut costs, and move forward with clarity and momentum. 🌟 How I Can Help You: 🔍 Product Ideation & Business Strategy: - Comprehensive market research to uncover clear opportunities. - Practical financial modeling and strategic roadmaps. - Actionable insights to solidify your market position and competitive edge. ⚙️ MVP Development & Technical Expertise: - Rapid MVP development using advanced AI technologies such as multi-agent systems, large language models (LLMs), and voice interfaces. - Efficient development via no-code/low-code platforms: Bubble, Cursor, Make, and n8n. - Custom development for mobile apps and web applications tailored precisely to user needs. ✔ Real-World Validation & Market Testing: - Identifying and engaging early adopters for rapid product validation. - Data-driven iteration using customer feedback and analytics. - Ensuring strong alignment with real market demands. 💼 Fundraising & Investor Preparation: - Clear and professional investor pitch decks that resonate with investors. - Precise financial forecasts and strategic presentations to confidently convey business potential. 💡 What I Can Build for You: - LangGraph-Based AI Agents – AI assistants, task managers, or workflow agents with custom UI - LLM-Powered Apps & Chatbots – AI chatbots with RAG memory, API tools, and context awareness for onboarding, support, or research - Custom MVPs (Mobile/Web) – From scratch to demo: iOS apps, web-based SaaS tools, dashboards. - AI-Powered Process Automation – Multi-agent coordination systems that streamline operations, boost speed, and reduce manual work. - Investor-Ready Materials – Strategic pitch decks, market research, business plan, and financial models. 📈 Results & Achievements: - 💰 Raised over $8M for startups. - ✅ Delivered 50+ projects from concept to launch. - 📊 Created 300+ investor-ready materials and strategic business plans. - 📉 Developed 500+ market research and business case. 🎯 Who I Work With: - Entrepreneurs seeking a partner with deep technical and business expertise. - Startups aiming for rapid, cost-effective launches. - Businesses seeking practical solutions and clear investor communication. 📚 Expertise: AI Development (Multi-Agent Systems, Chatbots, Voice Interfaces) | MVP Development (Web & Mobile App) | No-Code/Low-Code Solutions | Data Analytics | Machine Learning (ML) | Market Research | Financial Modeling | Investor Pitch Decks & Business Plans | Strategic Planning | Prompt Engineering 🔧 Technical Toolkit: Python • Multi-Agent Systems (LangChain/LangGraph/LLM/RAG) • API Integration • Telegram Bots/Slack UI Integration • Bubble • Make • n8n
    Featured Skill Business Plan or Pitch
    Business Strategy
    Product Offering
    Management Consulting
    Business Modeling
    Fundraising
    Financial Modeling
    Business Plan
    Pitch Deck
    LangChain
    Market Research
    Prompt Engineering
    AI Agent Development
    Chatbot
    Minimum Viable Product
  • $50 hourly
    • 5.0/5
    • (10 jobs)
    Marketing and Business Strategist with an MBA specializing in business analytics. +10 years of experience working with clients across a variety of industries including Fortune 500 clients. I specialize developing data-driven strategies and creating brands that effectively connect and align with target audiences. My expertise lies in market research, business writing, and creating clear communication strategies, particularly for tech and B2B clients. I deliver actionable insights that drive business growth and keep companies ahead of industry trends. From developing business plans and go-to-market strategies to brand narratives and targeting strategies, I’m committed to delivering results that matter.
    Featured Skill Business Plan or Pitch
    Presentations
    Go-to-Market Strategy
    Marketing Plan
    Market Research
    Brand Strategy
    Marketing Strategy
    Thought Leadership Content
    Business Plan
    Industry Research
    Competitor Research
    Persona Development
    Competitive Analysis
    Consumer Research
    Market Analysis
    Research & Strategy
  • $75 hourly
    • 4.8/5
    • (27 jobs)
    Are you a founder aiming to raise capital without the usual struggles or burnout? We exclusively work with ELITE 1% of founders to secure $1M-$100M in funding through a Done-For-You fundraising solution that takes the guesswork out of the process. With over 40 years of team experience experience and a proven track record of helping startups raise over $400M, we specialize in creating investor-ready pitch decks, detailed financial models, and crafting fundraising stories that speak directly to what investors are looking for. Then, by leveraging our extensive network of venture capital and investment banking partners, we will help you connect with investors who are truly interested in your business. What makes my approach different? ✅ Tailored Fundraising Strategy: Your story, aligned with investor expectations, backed by insights from my years in venture capital, M&A, and investment banking. ✅ Investor-Grade Materials: High-quality pitch decks and financial models that inspire confidence and clearly demonstrate your business potential. ✅ Exclusive Investor Network: Get connected to capital partners who are actively looking to invest in innovative companies like yours. ✅End-to-End Fundraising Support: From building a compelling narrative to investor outreach and deal negotiation, I guide you through the entire fundraising journey. ✅Pitch Coaching & Investor Relations: Refine your pitch with personalized coaching, and nurture relationships that convert into real funding. Whether you're a pre-seed founder navigating your first raise or a scaling business looking to grow, we are here to help you secure the capital you need. Ready to raise capital without the stress? Let’s schedule a call to discuss how I can support your fundraising journey and connect you with the right investors.
    Featured Skill Business Plan or Pitch
    Pitchbook
    Fundraising
    Business Plan
    Strategic Plan
    Financial Modeling
    Sales Presentation
    Financial Management
    Startup Consulting
    Business Consulting
    Strategy
    Financial Planning
    Financial Analysis
    Financial Projection
  • $95 hourly
    • 4.8/5
    • (117 jobs)
    Helping Businesses Secure Funding & Achieve Growth Hi, I’m Kelin, a business plan and financial modelling expert specializing in investor-ready business plans, detailed financial models, and high-impact pitch decks. Over the past decade, I’ve helped startups and established businesses secure over $1.6 billion in funding, including SBA loans, private investments, and immigration-related approvals. How I Can Help - Investor-Ready Business Plans – Designed for lenders, investors, and strategic growth. - Financial Modelling & Projections – Precision-driven models that align with funding requirements. - Immigration Business Plans – IRCC & USCIS-compliant plans for startup and investor visas. - Tailored Funding Strategies – Positioning your business for success. I bring 10+ years of expertise across industries, helping businesses refine their strategies, attract investment, and navigate complex financial landscapes. Let’s turn your vision into a compelling, fundable roadmap for success. Ready to take your business to the next level? Let’s talk!
    Featured Skill Business Plan or Pitch
    Pitchbook
    Business Writing
    Financial Planning
    Business Valuation
    Valuation
    Business Consulting
    Forecasting
    Investment Preparation
    Business Planning & Strategy
    Pro Forma Statement
    Financial Analysis
    Financial Modeling
    Financial Model
    Elevator Pitch
    Pitch Deck
    Loan Approval
    Immigration Business Plan
    Business Plan
    Business Plan Writing
  • $26 hourly
    • 5.0/5
    • (10 jobs)
    INDUSTRIAL & Manufacturing ENGINEER | AMAZON & SUPPLY CHAIN SPECIALIST | ANSYS | Product Hunting with own Tools | Amazon & eBay Product Sourcing |PPC Expert | Facebook Marketing | A-Z Business Supply Chain management | A-Z Business Planning | Sales Specialist | Maestro in Data Analysis | Production & Project Management | Vendor Quality Manager | Time Manager
    Featured Skill Business Plan or Pitch
    PPC Campaign Setup & Management
    Supply Chain Management
    Project Management
    eBay PPC
    Product Research
    Amazon Listing Optimization
    Product Sourcing
    Amazon FBA
    MATLAB
    Lean Manufacturing
    Product Development
    Manufacturing & Construction
    Agile Project Management
    Business Plan
    SolidWorks
  • $25 hourly
    • 5.0/5
    • (13 jobs)
    Welcome to my Upwork profile! Get ready to unlock the success of your business! 🏆 I am an ACA and Fractional CFO with more than 15 years of professional experience in Accounting Bookkeeping and Financial modeling, 7 of those years spent with PwC. My professional knowledge of accounting concepts ensures that financial records are current, accurate, and compliant. I am also knowledgeable in financial analysis and modeling, offering financial modeling and analysis to assist owners and executives in meeting their goals and making wise business decisions. ✅ I have served more than 300 businesses. As a full-time freelancer, I specialize in Accounting, bookkeeping, business feasibilities, financial projections, market research, financial modeling, and startup fundraising. 🔵 Here's what I can help with: - Predicting future finances and creating models to illustrate them - Accounting/ Bookkeeping - Preparing and analyzing financial statements - Assessing investment values using methods such as DCF and CCA - Conducting business performance analysis and cost assessment - Budget planning and cost control - Conducting extensive market research and analysis - Providing strategic guidance for growth and maximizing profitability in business planning - Business valuation projections - Operational and expenditure planning - Creating investor presentations 🔵 When I create models for you, they'll be: - Flexible, allowing for adjustments in revenue and expenditure assumptions - Based on thorough research - Capable of showing various potential outcomes and their business impacts - Well-designed with clear, easy-to-understand charts and graphs - Rigorously checked to ensure accuracy 🔵 I've developed models for businesses in these sectors: - Supply chain - Blockchain - Retail - Real estate - IT I excel at explaining complex financial concepts to diverse audiences, including clients, executives, and investors, thanks to my strong communication skills. 🔵 Bookkeeping and Accounting Expertise: ✅ Expert in maintaining accurate financial records and ensuring compliance with accounting standards ✅ Proficient in QuickBooks Online and other accounting software ✅ Efficient in managing accounts receivable and accounts payable ✅ Skilled in bank reconciliations and ledger management ✅ Strong attention to detail and organizational skills to manage financial data effectively ✅ Experienced in preparing monthly, quarterly, and annual financial reports ✅ Ability to streamline bookkeeping processes and improve financial accuracy 🔵 Specialized in Financial Management & CFO Services: ✅ 15+ years of experience in large organizations ✅ 300+ businesses served ✅ Information Memorandum for Businesses ✅ IFRS/Accounting Expert ✅ Business Projections & Financial Modeling Expert ✅ Development of Policies & Procedures ✅ Business Process Improvement and Profitability Optimization 🔵 Experienced CFO Offering Fractional CFO Services: ✅ Budgeting & Forecasting ✅ Business Planning ✅ Cashflow Management ✅ Investment Management ✅ Financial Insights, Reporting, and Dashboards ✅ Business Valuations Let's work together to achieve your business goals and ensure your financial success!
    Featured Skill Business Plan or Pitch
    Tax Accounting
    Financial Projection
    Financial Analysis
    Accounting Basics
    Intuit QuickBooks
    Payroll Accounting
    Accounts Receivable
    Business Plan
    Bank Reconciliation
    Accounts Payable
    Financial Modeling
    Finance & Accounting
    Bookkeeping
  • $85 hourly
    • 5.0/5
    • (2 jobs)
    Highly accomplished finance professional with over 20 years of experience in strategic financial planning, analysis, and accounting leadership within manufacturing, software, and service industries. Proven ability to manage financial operations under IFRS & US GAAP, drive business improvement initiatives, and build strong stakeholder relationships. Expertise in ERP implementations (SAP B1, SAP Hana, IFS, Totvs), cost optimization, and M&A activities.
    Featured Skill Business Plan or Pitch
    Business Development
    Marketing
    Microsoft Power BI
    Sales Operations
    Forecasting
    Strategy
    Managerial Finance
    Business Plan
    Financial Reporting
    Management Consulting
    Strategic Plan
    Financial Presentation
    Cost Management
    Business Planning & Strategy
    Microsoft Excel
  • $50 hourly
    • 5.0/5
    • (90 jobs)
    ⭐ +120 5-Star Review 💰 +$45M Funds Raised 🎯 100% Customer Satisfaction Rate "If I could give Ali 10 stars, I would! ⭐⭐⭐⭐⭐ He is extremely intelligent 💡, responsive 📞, quick ⏩, and thoughtful with his work 🎨. He went above and beyond for my project 🌟 and taught me so much along the way 🧠. I highly recommend working with him 🤝; his level of knowledge and professionalism is unmatched 🏅. Thank You!" – Nicole Patrick, Founder of Rescue Spot 👋 I help Pre-Seed → Series A SaaS & AI ventures raise $500k–$10M USD through: 📈 Proven Fundraising Strategy ($45M USD Raised) 🛠️ Done-for-you fundraising materials production 🎤 Done-for-you pitching and outreach (For Eligible Projects) 🎯 This service is a perfect match for you if: 🧑‍💼 You’re one of these two founder types: 📊 Domain Expert Founder (e.g., Senior Banker starting FinTech) 💻 Tech Founder (Technology expert with full software product lifecycle capability) 🔭 You have a 10-year end-game vision and direction. 🎯 You clearly understand the problem your project solves. ⚙️ You’re ready to step into the operator seat or have it filled full-time during fundraising. 📋 Successful fundraising rounds we’ve completed include: 🖥️ Pitch Deck Development 📊 Financial Modeling & Forecasting 🎯 Ideal Investor Profile Shortlisting & Contacts 📅 Investor Outreach and Pitch Meeting Booking 🎙️ Narrative and Pitching Technique 🚀 Done-for-you pitch (For eligible projects) 🏆 Results: 🏥 Aimedis: +$2M IDO + $30M Series A 🎵 A-Reality: $2.6M Seed 🦷 EndoWeld: $1.8M Patent Commercialization deal ⛓️ Blockchain project: $10M MarketCap 🔑 Areas of Highest Influence: 😇 Angel Investors 💼 Venture Capital 🔗 Blockchain (IDO/ICO) 📩 Please leave me a message so I can send you the details about my process.
    Featured Skill Business Plan or Pitch
    Marketing Management
    Lean Startup
    Startup Consulting
    Investment Strategy
    Pitch Deck
    Growth Strategy
    Business Strategy
    Business Plan
    SaaS
    Go-to-Market Strategy
  • $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
  • $135 hourly
    • 4.9/5
    • (17 jobs)
    Hi! With extensive experience in the startup landscape, I've worked with numerous companies in Toronto in preparing business plans, pitch decks and one-pagers to get them off to the right start with potential investors. You can learn more about my experience on my Linkedin: @gursharn I’m a native English speaker and have done a few gigs on Upwork related to startup and research. I'm a detail oriented fast worker. Of late, I've also worked with many clients in creating professional resumes, CVs and Linkedin profiles. Need something a little different? No problemo! Reach out and I’m sure we can work something out :)
    Featured Skill Business Plan or Pitch
    Pitch Deck
    Business Editing
    Business Operations
    Business Proposal
    Business Coaching
    Business Plan
    Presentations
    Editing & Proofreading
    Proposal Writing
    Pitchbook
    Proofreading
    Venture Capital Consulting
    Grant Writing
    Writing
  • $135 hourly
    • 4.8/5
    • (32 jobs)
    I am a Business & Management Consultant with over 25 years experience in venture capital, M&A, equity and debt analysis and investing, contract negotiation and capital raising. For the past 6 years I have been managing private credit vehicles, focuses on residential and commercial real estate. I have researched over 250 companies for equity or debt analysis and been involved with at least 55 venture capital deals. Key Deliverables: - Investment Analysis (Research, Analysis, Financial Modeling, Forecasts, Valuation), - Business Planning (Write Business Plans, Preparing Financials, Forecasting, Budgeting), - Venture Capital/M&A - Capital Raising, Investor targeting, Valuation, Contract Negotiations, Deal Negotiations. Broad Industry experience working with: - Banks, wealth managers, asset managers, funds, - Real Estate companies - valuation and investment advice, - Industrial companies - valuation and investment advice, - Consumer companies, including advertising, emerging CBD companies, and retail - capital raising, operational experience, valuation, investment advice. University experience: BA - MBA - CFA - Completed Level II of the CFA Program I’ve successfully guided clients through to success on over 100 projects throughout North America, Europe, Asia and Australia In private credit I have funded and administered and managed hundreds of files, including several very challenging work outs, successfully.
    Featured Skill Business Plan or Pitch
    Private Equity
    Real Estate Financial Modeling
    Investment Banking
    Financial Presentation
    Management Consulting
    Startup Consulting
    Business Consulting
    Financial Modeling
    Business Plan
    Company Valuation
  • $175 hourly
    • 5.0/5
    • (7 jobs)
    I am an enthusiastic, versatile, hands-on and strategic senior executive with experience in financial management, quality assurance, governance, and operations management for private and public companies in many industries, sized from very small to extremely large, and across 3 continents. I partner with businesses to help them grow and succeed; people working together toward a common vision accomplish more. Several clients have derived the greatest value from jointly analyzing their business, identifying easily achievable adjustments, key business drivers to track, and achieved efficient growth, even in difficult economic conditions, without the need for complex sales or marketing. On a team, effectively engaging all members, developing and mentoring, and encouraging effective communication contribute to bottom-line performance and employee engagement. I specialize in 3 areas: ▶ CLARITY, VISIBILITY and EFFICIENCY: I implement accounting and finance systems, or reengineer existing reports and statements, create metrics and charts to highlight and analyze performance, trends and strategies. Clarity of cash flows is an area I consider to be especially important. For a public manufacturer, I analyzed performance in detail (including product, customer, and department) and created tools for daily cash management to achieve a radical turnaround and profitable emergence from bankruptcy. For a power generation company and a public IT and SaaS company implementing new ERP systems and enhanced internal, external and board reporting highlighted performance, improved profitability over 200%, improved cash management, and created efficiency in the preparation and filing of reports. ▶ FUNDING, CORPORATE TRANSACTIONS and DUE DILIGENCE: I create business plans, financial models, investor information sheets and packages for raising debt, equity and grant funding, as well as for acquisition, restructure and disposal of entities and assets. When desired I accompany clients in meetings and manage data rooms for due diligence. For a construction company I closed two government grants and 7 debt instruments to fund capital projects. In aerospace I renegotiated, and later redeemed, all secured debt, raised new funding through unsecured lines of credit, two equity raises, two government grants and a large interest free loan. For an oilfield service group I negotiated and closed on the sale of a subsidiary, and in logistics merged entities. ▶ PROFITABILITY and RISK: I develop strategies for profitable business and for identification and management of risk. I drove growth and strategic realignment, added clients 2.5 times larger and doubled ongoing services in a financial service group. For a not-for-profit entity and a public company I introduced a risk assessment process reported to the boards of directors. For an international public group I development and implemented policies and procedures to ensure consistent standards, reporting and practices among subsidiaries (including bribery, corruption, privacy standards and international law). I renegotiated 26 insurance policies and created methodology to minimize risk and cost. I also have extensive experience in: ▶ Systems and processes ▶ People development ▶ Financial mentor and training ▶ Dashboards for strategic, board of directors, executive, operational or tactical purposes ▶ Strategic planning ▶ Development and implementation of financial policies and procedures ▶ Project tenders ▶ Project management My services include: • Fractional CFO (or FD) - ongoing, Interim, or Part-Time • Financial management • Cash Management • Management, Public and Board Reporting • Company Dashboard or KPI Creation and Enhancement • Financial Systems Assessment and Improvement • Forecasting, Budgeting and Business Planning • Financial Planning and Analysis • Investor and Funder Presentations • Process Design and Re-engineering • Turnarounds, Mergers, Acquisitions and Divestment support • Due Diligence • Corporate and Board Governance • Independent Director • Policies and Procedures • Risk Management and Business Continuity Planning • Fundraising Support • Pitch decks and raises • Business Proposal and Grant Writing • Contract Negotiations • Project Management • Accounting System Setup and Upgrades • Chart of Accounts Setup and Improvements My industry experience includes: ▶ Aerospace ▶ Computer software, hardware and SaaS ▶ Food manufacturing ▶ Health insurance and service ▶ International trade ▶ Manufacturing ▶ Medical services ▶ Not-for-profit ▶ Oil and gas ▶ Oilfield services ▶ Payroll and benefits service ▶ Power generation ▶ Professional services ▶ Transportation and logistics (intermodal) ▶ Utilities, and ▶ Many others. FREE If you would like to send me a copy of your financial statements I will provide you a complimentary initial assessment and recommendations for improvement. Please contact me to discuss your project.
    Featured Skill Business Plan or Pitch
    CPA
    Business Transformation
    Change Management
    Growth Strategy
    Continuous Improvement
    Process Improvement
    Financial Reporting
    Performance Optimization
    Financial Management
    Management Consulting
    Business Plan
    Compliance
  • $70 hourly
    • 5.0/5
    • (12 jobs)
    I have 6+ years of experience in •⠀Financial Modeling, Projections and Cash flow modeling •⠀Company valuation •⠀Secondary Market research across industries •⠀Advisory reports and presentations I can prepare complex cashflow models with macros which is easy to use & interpret by even a non-finance background person. I have worked with Royal Bank of Canada, Toronto and SBI Capital Markets, Mumbai and have built numerous financial models for debt and equity financing.
    Featured Skill Business Plan or Pitch
    Business Plan
    Valuation
    Accounting Principles & Practices
    Forecasting
    Venture Capital Consulting
    Business Writing
    Business Modeling
    Microsoft Excel
    Financial Projection
    Spreadsheet Software
    Financial Analysis
    Financial Modeling
    Data Analysis
    Presentations
  • $125 hourly
    • 5.0/5
    • (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
    Featured Skill Business Plan or Pitch
    Startup Consulting
    Pro Forma Statement
    Capital Markets
    Financial Modeling
    Financial Presentation
    Budget Management
    Financial Analysis
    Financial Projection
    Pitchbook
    Business Plan
    Cash Flow Modeling
    Business Planning & Strategy
  • $95 hourly
    • 4.9/5
    • (28 jobs)
    Expert Vetted and Available for limited clients, Make the right choice the first time around saving you money and time. Commissioner and Founder at NEST Incorporated. bringing an Esports event organization into one of the fastest growing corporations in Canada, and developing 9 other subsidiaries. NEST is the 2nd largest corporation in Canada of its kind. CFO at Davannic Imports Corporation, an ecommerce business in which I am partnered with the CEO to develop an online store which has already made over $300,000 in the first 2 years. High level expertise dealing with management level reporting and decision making. Solid experience in vast and various industries. (Political, Private, and Public Sector) Able to quickly adapt and execute effective action plans for your business. Business & Management Planning Recruitment Development (Pipelines, connections, and processes) Mentorship and Training HR Staff Retention Efficiency Audits Staff Evaluation and Feedback Management and Operations Consultation (Processes and restructuring) Corporate Governance (Rules, Limits, Vision, Direction) Public Relations Strategies Marketing Strategies
    Featured Skill Business Plan or Pitch
    Price & Quote Negotiation
    Business Change
    Political Art
    Budget Management
    Logistics Management
    Business Development
    Executive Coaching
    Recruiting
    Business Plan
    Staff Recruitment & Management
    Business Management
    Event Management
    HR & Business Services
    Business with 10-99 Employees
  • $45 hourly
    • 5.0/5
    • (5 jobs)
    Need help with time-consuming administration or HR tasks that slow down your business? -talent acquisition -onboarding for new hires. -administrative work -general or project based support Accomplishments include: full-cycle recruitment, onboarding programs, and reporting/analytics. WHY HIRE ME? Over 15 years HR Ops, recruitment and administrative experience. Talent Acquisition & HR Ops Experience – Managed job postings, scheduled interviews, processed background checks, and facilitated onboarding processes. Applicant Tracking System (ATS) Knowledge – Experience working with ATS and HRIS platforms such as Greenhouse, BambooHR and Jobvite. Proficiency in HR Administration – Skilled in maintaining candidate records, handling offer letters, and organizing employee data. Tech-Savvy & Detail-Oriented – Proficient in MS Outlook, Word, PowerPoint, and Excel, ensuring accuracy and efficiency in HR operations. My skills: Business Management Support Employee Onboarding Programs Administrative Support HR Management Talent Acquisition Strategic Report Writing Standard hourly rate: $50/hour Retainer rate: $45/hour for 20+hours/month Let’s discuss how I can provide consistent, reliable support for your business. #talentacquisition #onboarding #culture #admin
    Featured Skill Business Plan or Pitch
    LinkedIn Development
    Budget Management
    Financial Reporting
    Business Writing
    Business Plan
    Marketing
    Change Management
    Marketing Strategy
    Human Resource Management
    Marketing Advertising
    Brand Management
    Executive Support
    Administrative Support
    HR & Business Services
  • $40 hourly
    • 5.0/5
    • (40 jobs)
    Are you looking for a seasoned financial modeling and business valuation expert? If yes, then you have come to the right place. I am a Chartered Accountant (CPA) with Big 4 experience and over 7 years of industry experience in financial modeling and analysis. I am also among the top-ranking financial modeling freelancers on Upwork, with a Job Success Score of 100%. I am an Excel expert as well. I can help you with: 💡 Financial Modeling: I can create robust and dynamic financial models for business valuation, financial statements, projections, forecasting, and investor decks. I have built financial models for startups and established companies across various industries such as SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, IT, and others. Types of Financial Modeling I've built include: 💡 Financial Modeling for Startups (SaaS, e-commerce, web3, retail sectors). 💡 Sales Forecasting financial modeling for Inventory management. 💡 Budgeting financial modeling. 💡 Real-estate financial Modeling. 💡 3-statement (P&L, balance sheet, and cash flow) financial modeling. 💡 Equity waterfalls (GP/LP, promotes, splits) and debt structures (senior and mezzanine debt). 💡 Merger and LBO financial modeling. 📝 Business Plan and Investor Deck: I can create a comprehensive and customized business plan and investor deck for your startup or existing business. I can conduct market research, competitor analysis, SWOT analysis, and risk assessment. I can also craft a compelling executive summary, mission statement, value proposition, and marketing strategy for business plan and investor deck. 💰 Financial Analysis: I can analyze and present financial data using advanced Excel skills, such as Power Query, V-lookups, and pivot tables. I can also create Excel automation and dashboards to help you monitor and improve your business performance. 👨‍💼 Virtual CFO Services: I can provide you with strategic guidance and advice on how to achieve your financial goals and grow your business. I can also offer business intelligence reporting, outsourced finance department, and offshore accounting services. If you believe my skills are a good match for your project or need further information about my capabilities, please don't hesitate to contact me.
    Featured Skill Business Plan or Pitch
    Business Proposal Writing
    Business Writing
    Investment Research
    Business Analysis
    Business Plan
    Startup Consulting
    Business Proposal
    Financial Modeling
    Business Valuation
    Financial Analysis
    Financial Projection
    Microsoft Excel
  • $50 hourly
    • 5.0/5
    • (2 jobs)
    Leveraging my experience and expertise to support the next wave of VCs and Founders. As a partner of my own Venture Fund (actively deploying capital) and a C-Suite executive at a successful Product Development Company, I have created an ecosystem for Startups that begins with discovery and guides them through product development all the way to securing capital. Raised on the East Coast of Canada but now based in Toronto, my unique experience in Financial Services, Private Equity/Venture Capital and Product Development has positioned me to understand both sides of the discussion between growing companies in need of cash and the organizations that finance them. Additionally, the MBA I earned from a globally ranked Business School has equipped me with all the tools needed to manage a successful business. Having created and reviewed hundreds of business plans and pitch decks, the services I humbly offer include: 1) Consulting and Advisory (Strategy, Fundraising, Product) 2) Business Plan Creation and/or Review 3) Pitch Deck Creation and/or Review (For subject clients or opportunities they may be pursuing) 4) Financial Modelling 5) Financial Valuations (Both Pre and Post Revenue) 6) Market Research (Competitive Landscape, Market Sizing, etc.) 7) Pitch Presentation Advisory (Story Telling, Structure, Mannerisms, etc.) Additionally, my affiliations and extensive network provide me access to technical solutions as needed: 1) Product Development (Discovery, Research, Functional Requirements, etc.) 2) Software Development (Mobile, Desktop, Integrations, API, Prototyping, etc.) 3) Product and App Design 3) Accounting Support 4) Marketing Support Primary Focus: Startups --> Pre-Seed, Seed, Series A (will occasionally consider growth stage) Venture Funds --> Agnostic Should an opportunity exist that would benefit from my skill set, I would happily welcome the discussion to learn more and progress the conversation. Ultimately, my perspective is that making money is important, but finding enrichment in the process and working with genuine people you enjoy spending time with is invaluable.
    Featured Skill Business Plan or Pitch
    Financial Modeling
    Presentations
    Company Valuation
    Market Research
    Product Management
    Financial Analysis & Valuation
    Product Development
    Business Strategy
    Pitch Deck
    Startup Consulting
    Fundraising
    Startup Company
    Venture Capital Consulting
    Business Plan
    Management Consulting
  • $110 hourly
    • 5.0/5
    • (13 jobs)
    I can draw on my experience as both a Fractional CFO and as someone who has founded and scaled their own eCommerce businesses to help you make better financial decisions as you drive your company forward. We will get up to speed quickly with your business and bring a structured approach to help you navigate its most pressing strategic and financial questions, and will deliver strategic counsel that is also practical and actionable in your day-to-day operations. Areas that my team can help with: Financial Health Check -- where can you improve your margins and profitability? Forecasting and Budgeting -- what's your business' trajectory? Improving Cash flow and Working Capital Improving your Organizational Design -- what roles do you need in place to achieve your goals? Sizing and assessing new opportunities Product assortment analysis and optimization Supply chain review Investor relations and external financial reporting Capital structure planning and raising debt Acquisitions, divestures, post-merger integrations Industries that our current clients operate in include: eCommerce SAAS VC-funded Tech Hospitality Food & Beverage CPG Building Materials Distribution Look forward to connecting!
    Featured Skill Business Plan or Pitch
    Cash Flow Modeling
    Management Consulting
    Business Strategy
    Strategy
    Strategic Planning
    Business Operations
    Financial Analysis
    Operational Planning
    Organizational Design & Effectiveness
    Financial Modeling
    Business Plan
  • $35 hourly
    • 5.0/5
    • (1 job)
    As an experienced recruiter and HR professional, I enjoy creating, editing, and formatting resumes, cover letters, and helping to build a social media presence. As a recruiter for a reputable search firm, I helped place over 200 candidates into positions. Now as an HR professional, I still enjoy helping individuals build their portfolio to prepare for job applications and interviews. All content that I create will include keywords that will guarantee visibility in recruiter searches in your field, be concise and free of errors, and highlight your skills and who you are. Contact me with your existing documents or information to get started and docx files will be provided
    Featured Skill Business Plan or Pitch
    Press Release
    Speech Writing
    Business Plan
    Article Writing
    Content Writing
    LinkedIn Profile
    Editing & Proofreading
    Cover Letter
    CV
    Resume
  • $50 hourly
    • 5.0/5
    • (0 jobs)
    Do you want to secure your dream job with an ATS compliant resume that leaves a lasting impression? Look no further. Look no further. I will deliver a top-notch resume writing service tailored to meet your specific needs and secure the interview! My services extend beyond just resume writing. I understand that a good resume needs an equally compelling cover letter, which is why I also specialize in crafting personalized cover letters that will ensure your application stands out from the crowd. To boost your online professional presence, I also offer LinkedIn Optimization services. LinkedIn is a crucial platform in the job market, and with my help, your profile will be fully optimized with the right keywords to attract the right audience. The services I offer include: 1. Professional Resume Writing 2. Customized Cover Letter Writing 3. LinkedIn Profile Optimization For those who already have a resume but need an update, I also provide Resume Editing services. No templates are used - every document is crafted from scratch. Each letter, every resume, is written with precision, guaranteeing maximum impact and success in your job search. Invest in your career today. Let's take the next step together!
    Featured Skill Business Plan or Pitch
    Financial Analysis
    Business Analysis
    Letter of Recommendation
    Letter of Intent
    Job Description Writing
    Job Search Strategy
    CV/Resume Translation
    Resume Writing
    Resume Screening
    Resume Design
    Career Coaching
    Letter
    Resume
    Cover Letter
    Business Plan
  • $35 hourly
    • 5.0/5
    • (0 jobs)
    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!
    Featured Skill Business Plan or Pitch
    Go-to-Market Strategy
    Market Analysis
    Growth Strategy
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Sales Analytics
    Sales
    Business Plan
    Business Planning & Strategy
    Business Analysis
    Strategic Plan
    Financial Planning
    Management Consulting
    Analytical Presentation
  • $75 hourly
    • 4.8/5
    • (483 jobs)
    Trusted by 480+ clients worldwide Created and/or revamped 12K+ slides Doing this professionally for 10+ years My biggest work so far is when I re-designed presentations for Upwork’s Senior VP-Marketing FUNDS RAISED USING MY SLIDES? During the last 12 months, I have helped startups (Reno Run, MarketPlace.city Oplant, Phonism, TherOzone USA Inc, Roam Robotics.) in Canada and the US with combined Seed, Angel, and Series A fund investments of 20+ Million USD. WHAT MY CLIENTS SAY ABOUT ME? "If I could give Joy 10 stars, I would. She picks up instantly on what is needed, creates a great user experience, and delivers professional work on schedule and budget every time." - Michael Reed (Siemens Technologies), USA "Joy did excellent work, responded to feedback quickly and professionally and turned around a terrific deck for a key pitch meeting. I would strongly recommend her services." - Edmund Zagorin (Bid Ops), USA "Wow - this was a brilliant experience and Joy was a pleasure to work with! I would definitely recommend Joy. Timely, professional and the work looked great. Thank you Joy!" - Jen Celer (Electricity Smart), UK "Really enjoy working with Joy - willing to make necessary changes where required and comes back with amazing alternatives. I will be continuing my work with Joy for all my projects." - Diana Cormie (Tempus Wealth) , Australia "Joy's communication and responsiveness were really good and continue to be excellent. This was her 4th task and we were satisfied as in all last times." - Moshe Dagani (Emoze), Israel
    Featured Skill Business Plan or Pitch
    Adobe XD
    Presentations
    Layout Design
    Business Plan
    Graphic Design
    Pitchbook
    Keynote
    Presentation Design
    Google Slides
    Business Presentation
    Microsoft PowerPoint
    Branding Template
    Sales Presentation
  • $80 hourly
    • 4.9/5
    • (319 jobs)
    I specialize in immigration business plans for United States and Canada, including L-1, E-2, EB-5, EB-1 for US applications as well as Owner/Operator LMIA, BC and Ontario PNP, C-11, NAFTA Investor and Start-up Visa for Canada. I have provided corporate and marketing strategy consulting for SMEs and large enterprises. My portfolio of clients include technology entrepreneurs, SMEs, international corporations and non-profit organizations. I have over 14 years of experience in business plan development and have assisted more than 1,250 companies in developing winning business plans. I have a Bachelor degree in Engineering and MBA Finance that further round out my qualifications and provide my clients with a comprehensive strategy for their businesses.
    Featured Skill Business Plan or Pitch
    White Paper Writing
    Business Consulting
    Business Writing
    Grant Writing
    Project Management
    Business Plan
  • $35 hourly
    • 4.7/5
    • (3 jobs)
    Amanda Burton is applying her economic development expertise and services to the world of freelance writing, where she has enjoyed a long successful career. She specializes in conducting research and developing first-class reports and communications materials, proposals, presentations, strategies, and developing winning business plans, and writing articles. Amanda has recently completed the Community Economic Development program at Simon Fraser University and is completing the Economic Development Program at Calgary University in pursuit of her Ec.D designation. Amanda is a member in good standing of both the Economic Developers Association of Canada (EDAC), and Economic Developers of Alberta (EDA).
    Featured Skill Business Plan or Pitch
    Business Plan
    Curriculum Development
    Article Writing
    Research & Strategy
    Brand Design
    Branding
    Annual Report
    Graphic Design
    Data Analysis
    Economic Analysis
    Survey Design
    Strategic Plan
    Report Writing
    Adobe InDesign
    Market Research
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