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Hire the best Business Plan or Pitch Freelancers in the United States

Check out Business Plan or Pitch Freelancers in the United States with the skills you need for your next job.
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Clients rate Business Plan or Pitch professionals
Rating is 4.8 out of 5.
4.8/5
based on 2,876 client reviews
  • $75 hourly
    • 5.0/5
    • (39 jobs)
    Want to give your business idea it's BEST shot at success? I've helped entrepreneurs raise millions from banks, investors and the SBA to help them realize their vision. Have a business and was to OPTIMIZE your profits? I've successfully run hotels, bars and restaurants and I'm happy to show you how to do the same. My clients are serious about taking their ideas from concept to reality, and I help them do just that! My personal favorite client quotes (check my portfolio below) ✅"Sam was very professional and thorough. He completed the job earlier than proposed. He was always available and very detailed. Great job!!" ✅"Hey Sam, just wanted to forward along the good news that the loan was approved today!" ✅"Sam was great to work with. He was always available and quick to respond with updates and revisions. His knowledge in the field was sound and was able to efficiently create an outline on which we were then able to collaborate towards my specific needs and goals. " My clients are able to confidently present their proposals anywhere and get the results they need. I can't help everyone, but we may be a good fit if you're thinking: ⚡️"I'm not an expert at writing proposals or making spreadsheets, and I don't have the time to mess around with it" ⚡️ I need a fresh set of expert eyes to help me see where I can improve my business ⚡️"My last business plan was an embarrassment, and I don't want that EVER again" ⚡️"I know how to run my business, but maybe I'm too close to it" ⚡️"I need a full business plan package that I KNOW 100% will tell my company's story right" Working with me you'll: ⭐️ A clear, concise game plan to help take your business to the next level ⭐️Stop struggling with Excel and spending hours on the Internet- I handle all FINANCIAL STATEMENTS, FINANCIAL MODELS, GRAPHS and MARKET RESEARCH ⭐️Put your best foot forward the FIRST time! ⭐️Get delivered TURNKEY, INVESTOR GRADE documents that raise capital. ⭐️SAVE MONEY by getting high quality work that you can reuse for your PowerPoint presentations My clients have a lot to say about me: ✅"Sam was a great business partner" ✅"Excellent, James knew his craft in producing a thorough business plan." always available and very detailed. Great job!!" ✅"communication was good, and he was open and receptive when I had feedback, and patient and knowledgeable" What I look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST Sound like a fit? Next steps: 📺 Watch the video on my Upwork profile 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together in your message. About me: Proven track record of optimal revenue performance: managing P&L, leading annual planning, driving monthly/quarterly analysis and reporting; Initiator of creativity and collaboration towards common goals by spearheading operational process redesigns from conception to implementation; Relationship-oriented leader diligently cultivating, maintaining established/potential partnerships, demonstrated success of supervising, unifying and motivating various teams to surpass targeted goals while maintaining quality performance
    Featured Skill Business Plan or Pitch
    Financial Modeling
    Social Media Marketing
    Business Writing
    Accounting Principles & Practices
    Email Marketing
    Microsoft Excel
    Business Plan
    Financial Analysis
    Forecasting
  • $160 hourly
    • 5.0/5
    • (129 jobs)
    I have 17-plus years of accounting and finance experience in a wide range of industries. Currently, I am heavily involved in the budgeting, forecasting and strategic decision-making for an international retail company with greater than $5B annual revenue. Previously, I held various senior manager and analyst roles at a sports media company and world-renowned hospital system. During my early years at a boutique public accounting firm, I earned by CPA license and was exposed to many industries. My skills include general accounting functions, business planning (budgeting, forecasting and analysis) and ad hoc financial modeling (sales, free cash flow, etc). My personal interests include cooking, traveling and spending time with my family. Please allow me to put my skills and expertise to work for your organization!
    Featured Skill Business Plan or Pitch
    Business Plan
    Business Analysis
    Financial Modeling
    Microsoft PowerPoint
    Budget Management
    Microsoft Excel
  • $150 hourly
    • 5.0/5
    • (23 jobs)
    I help B2B tech and services executives build board-ready strategic plans, go-to-market strategies, and M&A/exit roadmaps that actually get adopted and drive results. Whether you’re expanding into new markets, launching a new product, or presenting a major growth initiative to your board, I bring the research, frameworks, and storytelling to back it up. I’ve worked with 110+ founders, CEOs, and investors - from startups/scaleups to enterprise - solve high-leverage problems at the intersection of strategy, growth, and capital. Who I Work With: 🧠 Executive Teams & Boards (PE, VC, Founder-Led) - Commercial due diligence and strategic growth planning - Market expansion, product launches, or portfolio repositioning - Executive and board presentation development 🚀 High-Growth Startups - Go-to-market strategy & growth modeling - Positioning and pricing strategy - Investment narrative & pitch refinement Selected Results: $950M Acquisition: Built GTM & product strategy to commercialize an internal iPaaS for a PE-backed logistics company; became a key pillar of the $950M exit. $36M Exit: Led go-to-market transformation of a FinTech, increasing valuation 55% in 7 months. $2.4M ARR Growth: Developed a unified “Health Intelligence” platform strategy for a $20M HealthTech firm—exceeding growth projections by 2.4M in 12 months. $40M+ Raised: Helped early-stage companies craft investor-ready narratives, models, and decks that secured over $40M in funding. 75+ B2B Services CEOs: Scaled premium services firms to 70%+ margins, 7-figure deals, and defensible category leadership. Experience Across Industries: AI / ML | SaaS | HealthTech | FinTech | Infrastructure | Supply Chain | Web3 | IoT | Agencies | Tech-Enabled Services
    Featured Skill Business Plan or Pitch
    Strategic Plan
    Business Plan
    Fundraising
    Marketing Strategy
    Business Modeling
    Business Consulting
    Business Management
    Investment Preparation
    Market Research
    Market Analysis
  • $50 hourly
    • 4.5/5
    • (241 jobs)
    Hey everyone! I've always loved learning, so I obtained a bachelor's degree in Exercise Science, a master's in Organizational Leadership, and a master's in Adult Education. I had been helping friends with their research papers throughout college and subsequently became a polished writer. I signed up for UpWork, and my business took off! I love to write, and I love to help people. I thrive on thorough communication and will deliver exactly what you want, or else I'll let you know in advance! I'm an excellent writer, so I can adapt to most tones or styles needed. Let me know if I can help you out!
    Featured Skill Business Plan or Pitch
    Data Visualization
    Data Analysis
    Online Research
    SEO Strategy
    Elearning
    Ghostwriting
    Presentation Design
    Article Writing
    Education
    Academic Writing
    Pitchbook
    Instructional Design
    Microsoft PowerPoint
    Business Plan
    Adult Education
  • $200 hourly
    • 4.9/5
    • (43 jobs)
    I’m the CFO that founders, venture studios, and VC call when leadership, capital, clarity, and outcomes matter. 30 years. 4x founder. $500M raised. $5B in M&A. Built and exited SaaS, Clean Tech, and FinTech ventures worldwide. Scaled a product to $1B ARR. Architected $75M in CVC. Ex–Special Ops. I don’t do half-measures. If you’re looking for a spreadsheet jockey or an offshore bookkeeper with a CFO title, keep scrolling. If you want someone who pushes you, advises you, and moves the P&L, let’s talk. Who I Work With: → VC-backed SaaS, Clean Energy, Gen-AI, Biotech startups → Founders raising $2M–$50M → F1000 venture studios building at scale → Sovereign Wealth Funds → Businesses with $10M+ in revenues What I Deliver: • Capital efficiency • Investor-grade models & decks • Financial insight • Strategy that drives growth
    Featured Skill Business Plan or Pitch
    Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $40 hourly
    • 5.0/5
    • (181 jobs)
    Hello, I'm Elizabeth, and for over 8 years, my passion has been turning entrepreneurial dreams into funded realities. I specialize in securing substantial support from leading grant agencies, including NIH, NSF, DOD, DoED, and DOE. My core expertise is in SBIR/STTR (Phase I, Phase II, and FastTracks) grant funding. I have successfully secured over $10 million in non-dilutive funding since founding Prime Consulting in 2019. My extensive experience includes serving as a mentor for I-Corps, an SBA SCORE advisor, a pitch competition judge, a grant reviewer, and an evaluator. This background equips me to provide unparalleled guidance and support throughout the grant application process. My Services Include: 1. Customized Funding Strategies: I provide expert guidance in identifying and securing the most suitable funding opportunities for your unique needs. Whether you're advancing an existing project or launching a new venture, I tailor my approach to maximize your success. 2. Comprehensive Grant Application Management: My services cover the entire spectrum of grant application processes, from initial submissions to revisions and resubmissions. This includes full project management, meticulous copy-editing, detailed critiques, strategic advisement, and complete development support. 3. Business Plan Writing: I craft compelling business plans that not only support grant applications but also attract investors and stakeholders. My business plans are thorough, well-researched, and designed to present your vision clearly and convincingly. If you're ready to secure your next grant or need assistance with any grant-related matters, connect with me. Let's turn your funding goals into reality. Grant | Fundraiser, NSF, NIH & SBIR/STTR Grant, RFP, DoE, DoD | Business Plan Grant | Fundraiser, NSF, NIH & SBIR/STTR Grant, RFP, DoE, DoD | Business Plan Grant | Fundraiser, NSF, NIH & SBIR/STTR Grant, RFP, DoE, DoD | Business Plan Grant | Fundraiser, NSF, NIH & SBIR/STTR Grant, RFP, DoE, DoD | Business Plan Grant | Fundraiser, NSF, NIH & SBIR/STTR Grant, RFP, DoE, DoD | Business Plan
    Featured Skill Business Plan or Pitch
    Grant Writing Consultation
    SEO Writing
    RFP Writing
    Grant Application
    Grant Proposal
    Grant Writing
    Business Plan
    Article Writing
    Editing & Proofreading
    Business Proposal
    Pitch Deck
    Product Page
    Content Writing
    Website Content
    Web Content Development
  • $145 hourly
    • 5.0/5
    • (116 jobs)
    Ex-Partner at Starta VC, a $50M VC fund and accelerator in NYC with 250+ portfolio companies Harvard University executive program Management in Innovation & Technology I build relationships with venture capital, family offices and private equity funds and refer them qualified, stage- and thesis-aligned deal flow they actually want to see. Working with founders, I elevate the way you fundraise — from sharp, investor-ready materials to thoughtful outreach and efficient communication, building relationships that go beyond the fundraising round. “Elena helped us transform our pitch deck and was excellent to work with. We were feeling stuck and working with Elena helped us tremendously.” "Saved me a lot of time by learning through trial and error. Thanks Elena!" "The information she shared was priceless, and I’m looking forward to working with her again!" ___________________________________________________ Services: ✅ Pitch Deck (Angel / Pre-Seed / Seed round) & strategy ★ Pitch deck: structure, content, design ★ Fundraising strategy: who to target, how to approach, valuation and terms ★ How to pitch VC: coaching calls ★ Investor data room, fin models ___________________________________________________ ✅ VC Fundraising: ★ Investor research: list of VCs to approach for your industry and stage ★ Investor data room: speed up due dil and closing ★ Investor outreach → Investor calls → Term sheets to closing ___________________________________________________ ✅ Pitch Deck Review Consultation ★ DIY your slides + book my consultation for content review Expertise in: B2C, B2B, Consumer, DTC, hardware, apps, AI, luxury, sports, music, real estate, cybersecurity, VR, medtech and more ___________________________________________________ A few fun facts about me: I used to manage a hotel in Seychelles (East Africa) I hosted over 1,000 people on Airbnb in New York City I once bought and gifted a baby cow (named her Elena, of course!) to my local tour guide in Ecuador I dream about crossing Atlantic Ocean on a sailing boat one day Let’s connect—I’d love to hear your story and explore how we can work together.
    Featured Skill Business Plan or Pitch
    Pitch Correction
    Investor Roadshow
    Business Plan
    Presentations
    Presentation Slide
    Fundraising Presentation
    Entrepreneurship
    Financial Model
    Financial Modeling
    Presentation Design
    Venture Capital
    Startup Consulting
    Fundraising
    Pitch Deck
    Venture Capital Consulting
  • $35 hourly
    • 4.9/5
    • (151 jobs)
    Emmanuel has worked with over 500 clients, created 2000+ business plans and investors documentations, and helped raised over $500M in business funding, bank financing, SBA loan, and investor capital. Key Highlights:: ✅ Top 1% Business Plan Writer on Upwork, Financial Modelling Expert, and Pitch Deck Designer ✅ 100% Positive Client Feedback due to 99% Funding Rate via SBA Loan, Bank Financing and Investors ✅ Specialist Consultant for top 5 financial institutions in North America ✅ Proven Results with verifiable client remarks spanning over 5years on Upwork ✅ 97% Repeat Client Rate - "5/6 clients re-hire me for future projects" About Me:: First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? ✅ I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. ✅ I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. ✅ Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive a COMPLETE BUSINESS PLAN that will transform your vision into a lender-ready, investor-attracting document that eliminates red flags, builds credibility, and gives your startup the best shot at securing funding 📊📉📄. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
    Featured Skill Business Plan or Pitch
    Pitch Deck
    Market Research
    Business Consulting
    Grant Writing
    Marketing Plan
    Financial Plan
    Investor Overview
    Executive Summary
    Business Writing
    Business Plan
    Business Strategy
    Business Proposal Writing
    Business Planning & Strategy
    Business Plan Writing
  • $40 hourly
    • 5.0/5
    • (34 jobs)
    For the past 20 years, Andre Mouro has been the President and owner of International Business Partners, which provides the following services: Proposal writing and development for Government and Commercial RFP's Business development and related consulting services. Andre Mouro has 40 years of domestic and international experience in the management of business development, proposal preparation, sales, marketing, manufacturing, construction, finance, administration and strategic business planning functions. His background includes extensive knowledge in the management and administration of various USA and international divisions, subsidiaries and joint venture companies, with profit & loss responsibility. Past assignments include various USA locations, Europe and the Middle East, in various capacities including Contracting Engineer, Contracts Manager, Project Administrator, Vice President Sales / Marketing, and General Manager / Managing Director responsible for all sales, manufacturing and construction operations, finance and administrative departments. Andre graduated from the University of Massachusetts at Lowell with a degree in Civil Engineering.
    Featured Skill Business Plan or Pitch
    Business Writing
    Business Development
    Business Plan
    Request for Information
    Request for Proposal
    Proposal Writing
    Project Proposal
    Budget Proposal
    Management Consulting
    Business Proposal Writing
    Business Planning & Strategy
    Sales & Marketing
  • $38 hourly
    • 5.0/5
    • (25 jobs)
    🏆 TOP RATED TALENT 💯100 % JOB SUCCESS Need actionable insights to grow your business? I’m a proven market research analyst and business consultant with a track record of delivering 5.0-rated results for startups, e-commerce, and edtech clients. Specializing in market research, pricing strategy, go-to-market plans, and copywriting, I help businesses identify high-demand opportunities, optimize strategies, and tell compelling stories. Here’s what I bring to the table: ✅Market Research: Uncovered top-selling digital products for Teachers Pay Teachers and analyzed e-commerce trends (5.0-rated projects). ✅Business Consulting: Crafted go-to-market strategies for HR systems and provided pricing insights for startups (5.0-rated). ✅Copywriting: Delivered engaging case studies and content that drives results (active project with $250 budget). ✅Consultations: Provided high-value 30/60-minute strategy sessions with perfect client feedback (5.0-rated). Whether you’re launching a product, scaling a startup, or refining your HR strategy, I deliver data-driven solutions tailored to your goals. Let’s connect to discuss how I can help you succeed! Skills: ➕Market Research ➕Business Consulting ➕Pricing Strategy ➕Go-To-Market Strategy ➕Copywriting ➕Survey Research ➕Data Analysis ➕HR Consulting ➕Product Research ➕Startup Consulting Recent Portfolio: ➡️Market Research for Teachers Pay Teachers Conducted in-depth analysis to identify high-demand digital products for educators, helping the client target profitable niches. 🧑‍💼 Client Feedback: Ongoing project with strong collaboration. ➡️Go-To-Market Plan for HR Management System Developed a strategic plan to launch an HR system, including market positioning and pricing recommendations. 🧑‍💼Client Feedback: “Outstanding work, delivered actionable insights on time.” ➡️Market Analysis for E-Commerce Product (Glu Gun Holder) Provided competitive analysis and pricing strategies for a niche product, driving informed business decisions. 🧑‍💼Client Feedback: “Exceptional research, highly recommended.” ➡️Copywriting for Case Study Crafting a compelling case study to showcase a client’s success, blending storytelling with data-driven insights. 🧑‍💼Client Feedback: Work in progress with positive collaboration. ➡️Business Strategy Consultations (30/60-Minute Sessions) (5.0 Rating, Multiple Projects) Delivered quick, high-impact sessions) 🚩Business/Financial Planning and Marketing🚩 ✔I excel in developing strategic business plans, conducting market research, and crafting marketing strategies that drive customer acquisition and retention. ✔My experience includes creating RFPs, grant applications, and implementing effective business processes to enhance overall operational efficiency. ✔I have a deep understanding of eCommerce, SaaS, and technology sectors, enabling me to align business strategies with industry trends and best practices. 🚩Data Analytics and Visualization🚩 ✔Proficient in data analytics and using tools such as Excel and Google Sheets to extract valuable insights from complex datasets. ✔Skilled in data visualization techniques, I can create visually appealing dashboards and charts to communicate key findings and facilitate data-driven decision-making. ✔I have a keen eye for identifying patterns, trends, and opportunities hidden within data, enabling businesses to optimize their operations and drive growth. By combining my expertise in business planning, marketing strategy, and data analytics, I can help companies gain a competitive edge, improve financial performance, and make data-informed decisions. My collaborative approach, strong problem-solving skills, and commitment to excellence make me an ideal partner in driving business success. I am available immediately and flexible in terms of rate and working hours. Regardless of time zones, I am committed to building a long-term relationship and delivering exceptional results. Let's discuss how I can contribute to your business objectives.🎯
    Featured Skill Business Plan or Pitch
    Financial Plan
    Startup Consulting
    Nonprofit
    Pitch Deck
    Grant Writing
    Business Plan
    Business Report
    RFP Writing
    Customer Support
    Market Research
    Strategic Planning
    Business Coaching
    Digital Marketing
    Data Visualization
    Data Analysis
  • $70 hourly
    • 5.0/5
    • (144 jobs)
    I have over 12 years of EXPERTISE in Business Consulting, Sales Growth, and Marketing Strategy. My goal is to build a holistic, full-stack strategy to get in front of your customers and TRULY beat your competition. I run a full-court press on the following: - Paid and Organic (Google, Meta, TikTok, LinkedIn, X) - Search Engine Optimization - Email Marketing and Drip Campaigns - PR and Local News Campaigns - Dialing in Your Offer and Customer Journey - Ongoing Sales Coaching - Traditional: TV, Billboards, and Radio - Cold and Warm Calls Eyeballs = Leads = Sales $$$ More about What I Do: Social Media Marketing and Content Strategy. I have helped over 100 clients with customized digital presence solutions, gaining them measurable engagement growth, and developing innovative content strategies that convert. My aim is to transform your social media presence into a powerful revenue-generating engine. Here's what I offer: 1️⃣ Social Media Strategy Development: Expertise in crafting data-driven social media strategies across all major platforms (Instagram, TikTok, LinkedIn, X, Facebook) 2️⃣ Content Creation & Management: Skilled in developing engaging, brand-aligned content that resonates with target audiences and drives meaningful interactions 3️⃣ Community Building & Engagement: Creating authentic community engagement strategies that turn followers into brand advocates 4️⃣ Social Media Analytics & ROI: Comprehensive tracking and reporting of social media metrics to demonstrate clear business impact 5️⃣ Paid Social Campaign Management: Strategic planning and optimization of paid social campaigns for maximum ROI Key Achievements: 🔹 Proven Success: Successfully managed over 100 social media campaigns, achieving an average sales growth rate increase of 350% 🔹 Expert Vetted: Recognized as a top 1% marketing strategist on Upwork with 100% client satisfaction 🔹 Innovative Solutions: Developed viral content strategies that resulted in 10x follower growth for multiple clients Working Process: 1️⃣ Initial Consultation: We begin with a comprehensive social media audit and goal-setting session to understand your brand voice and objectives 2️⃣ Customized Strategy: I develop a tailored social media plan aligned with your business goals and target audience 3️⃣ Regular Updates: Weekly performance reports and content calendars keep you informed of progress and upcoming content 4️⃣ Ongoing Optimization: Continuous monitoring and optimization of your social media presence, ensuring sustainable growth and engagement Contact me and let's discuss how I can help you achieve your social media goals!
    Featured Skill Business Plan or Pitch
    Content Writing
    Business Writing
    Microsoft Excel
    Financial Analysis
    Business Plan
    Business Analysis
    Social Media Marketing
    Competitive Analysis
    Sales Strategy
    Sales
    Data Analysis
    Market Analysis
    Marketing Strategy
    Go-to-Market Strategy
    Market Research
  • $85 hourly
    • 4.8/5
    • (78 jobs)
    I help healthcare organizations navigate complex licensing, compliance, and operational challenges with tailored, results-driven solutions. As the Principal Consultant of CHCS Group, I bring over a decade of experience in regulatory compliance, SOP and policy development, and healthcare operations. With 75+ successful projects completed for providers across the U.S. including many on Upwork, I’ve supported startups and established organizations through licensure, operational launch and accreditation readiness. I hold an MBA in Complex Health Systems, which informs my strategic approach to healthcare operations, compliance frameworks, and systems improvement. What I Offer: • Healthcare Facility Licensing • Custom Policy, Procedure and SOP Manuals • Joint Commission and CARF Accreditation Survey Readiness • Business Plans, Market Research & Public Need Reports • Interim and Fractional Leadership Solutions • Workflow Optimization Why Clients Choose Me: • Top Rated with a 100% Job Success Score • Healthcare compliance subject matter expert • 75+ successful projects nationwide • Custom deliverables aligned with regulatory standards • Proven results with Joint Commission and CARF readiness Let’s Work Together Whether you're launching a new facility or preparing for your next survey, I’ll help you simplify compliance and move forward with confidence. Let’s connect!
    Featured Skill Business Plan or Pitch
    Licensing
    Policy Writing
    Business Plan Writing
    Business Plan
    Management Consulting
    Startup Consulting
    Business Consulting
    Compliance
    Business Operations
    Healthcare Management
  • $100 hourly
    • 4.9/5
    • (65 jobs)
    Hi, I’m Monica Poling—a marketing strategist and business communications expert with 20+ years helping organizations and entrepreneurs streamline marketing, grow leads, and communicate clearly to drive results. I specialize in crafting purpose-driven marketing strategies and automations that save time and build meaningful connections—whether that’s through email campaigns, lead generation, or systemized outreach. Alongside marketing, I excel at turning numbers into impactful stories through business plans, proposals, RFPs, financial documents, and M&A materials—ensuring your data not only informs but persuades your audience. What I bring: 🚀 Marketing strategy, especially AI-driven automation and email systems that deliver growth ✍️ Expertise in business writing: plans, proposals, reports, and financial storytelling ⚙️ Custom workflows that help you scale without burnout or losing your mission’s authenticity 🎓 Workshops and coaching to upskill teams and simplify marketing processes Industries I’ve worked with include: cultural and creative sectors, hospitality, tourism, non-profits, government, tech, M&A, and startups. If you need a reliable partner who can handle both your marketing strategy and business writing—bringing clarity and compelling storytelling to your numbers and messaging—let’s connect. I’ll help you clarify your message, automate your outreach, and position your organization for sustainable growth. Specialties 🎯 Marketing Strategy & Automation 📧 Email Marketing & Lead Generation 📊 Business Plans & Financial Documents 📝 Proposal, RFP & M&A Writing 📚 Training & Workshop Facilitation
    Featured Skill Business Plan or Pitch
    Content Writing
    Microsoft PowerPoint
    Case Studies
    Report Writing
    Website Content
    Business Writing
    Company Profile
    Business Proposal Writing
    Financial Writing
    Business Plan
    Artificial Intelligence
    Automation
    Arts & Culture
    Hospitality & Tourism
  • $45 hourly
    • 5.0/5
    • (4 jobs)
    I am a commercial real estate professional with in-depth experience achieved over fifteen years in the industry. I work well independently and with little oversight. I respond to requests from executives, colleagues, and clients in a timely manner and can prioritize multiple ongoing projects. My roles have charged me to provide strategic guidance at times under lean conditions and limited resources. I have worn many hats and have led independently or charged overseeing a team to manage multiple assets and areas that included: ▪ Office, retail, and multi-family complexes with an aggregate market value of over $900 million. ▪ Report financial performance of properties such as collections, detailed expense ledger including current rent roll, bank statement and bank reconciliation report, payables, CAM reconciliations. ▪ Developed and implemented KPIs, budgets, capital planning, and marketing strategies aligned with Business Master Plans. ▪ Directed a variety of projects ranging from space planning for a new lease to upgrading an entire elevator system and HVAC central plant. I am passionate about real estate and property management. I would love the opportunity to further discuss the value that I can contribute to your assets or projects. I look forward to hearing from you.
    Featured Skill Business Plan or Pitch
    Bank Reconciliation
    Accounting Basics
    Business Plan
    Software Maintenance
    Financial Report
    Resolves Conflict
    Forecasting
    Budget Management
    Management Skills
    Budget Proposal
    Customer Service
    Business Management
    Economics
    Data Analysis
  • $79 hourly
    • 4.9/5
    • (181 jobs)
    Pitch decks? You got it. One pitch deck I created secured $20M for an insurance startup, another generated $29M for a food startup. I have lots of consulting experience so I promise you some beautiful decks Excel and Google Sheets help? You got it, I created my first model 22 years ago and have since created hundreds of others. Business planning? Sure thing, I'll do your market research and I'll find stuff that nobody else can anywhere on the web, or through other, more... direct, methods. I will then craft a beautiful, visual, sound business plan with real feasible financials. How about Project Management? Well, I managed some Multi-million dollar projects in F500 companies (and startups), I am a certified Scrum Master, an MBA and I know processes creation and visualization in and out. If any of this resonates with you, let's talk.
    Featured Skill Business Plan or Pitch
    Financial Plan
    Pitch Deck
    Analytics
    Six Sigma
    Presentations
    Financial Modeling
    SQL
    Analytical Presentation
    Microsoft Excel
    Operational Plan
    Business Planning & Strategy
    Strategic Planning
    Business Plan
    Project Management
    Business Operations
  • $48 hourly
    • 5.0/5
    • (6 jobs)
    🏅 Upwork Expert-Vetted Business Strategist | 🚀 Cloud Architect & Business Strategy Consultant I am certified as a: • AWS Certified Solutions Architect • Google Cloud Professional Architect • Google Cloud Digital Leader • Chartered Financial Analyst I have helped: • Dozens of startups receive millions of dollars in funding by providing them with a comprehensive business plan and strategic operational models. • Federal agencies optimize their cloud infrastructure to cut costs by 40% • Fortune 500 companies build scalable AI-driven solutions that automate processes • Small businesses scale and manage their operations effectively 📩 Let’s talk about your project and how I can add value!
    Featured Skill Business Plan or Pitch
    Marketing
    Market Analysis
    Market Research
    Data Analysis
    Finance & Accounting
    Finance
    Strategy
    Business Analysis
    Business Strategy
    Financial Modeling
    Cash Flow Analysis
    Startup Consulting
    Feasibility Study
    Financial Analysis
    Business Plan
  • $200 hourly
    • 5.0/5
    • (38 jobs)
    👋 As a 5-time founder who advised 62 high-growth startups in 2024, I've learned a thing or two about building great companies. So here on Upwork, I share my knowledge with startup founders who want to launch, market & grow their new businesses in the most explosive ways possible. 🏆 Awards & Recognition - Featured on NBC News for leading the world’s first zero-waste health company. - Led OneTrue to a team of 30+ and $1.2 million valuation in 18 months. - Advised Untapped Strategies from $0 to $8.5k in monthly recurring revenue in 80 days. - Provided guidance & direction to 100+ founders and their teams. - Advised 62 companies in 2024, including 34 AI software startups. 🎓 Educational Background - Masters in Finance from the University of London (U.K.) [Summa Cum Laude] - Bachelor’s in Economics from the Ohio State University (U.S.) [Honors] 🔥 Areas of Expertise - Launch Strategy: How I launch my startups to maximize the chance of success - Growth Strategy: How I market my businesses, get customers, and raise capital. - Scaling Strategy: How I standardize, automate, and implement AI into my companies. 👨‍💼 Consulting Style I’m straight to the point, don’t use fancy words, and won’t be wearing a suit. My goal is to give you the most value I can in the shortest amount of time, and I’d rather teach you to fish than keep you hooked. If we were outside of this work setting, I’d hope to be a cool friend to you. 🤝 Let’s Work Together If you’re looking for guidance with your startup, send me a message. I’ll only work with you if I feel I can provide genuine value, and if I’m not the right fit for your startup I’ll find you the person who is. That’s my promise to you. Sound fair? If so, message me today.
    Featured Skill Business Plan or Pitch
    Lean Startup
    Business Plan
    Content Creation
    Web Design
    Social Media Strategy
    Digital Advertising
    Cash Flow Modeling
    Business Development
    Marketing Strategy
    Startup Consulting
    Business Analysis
    Branding & Marketing
    Business Modeling
    Entrepreneurship
    Sales & Marketing
  • $50 hourly
    • 5.0/5
    • (16 jobs)
    Unlock Funding Success with a Proven Grant Writer & Nonprofit Consultant. Are you looking for a seasoned grant writer, grant researcher, and business plan expert who can help you secure the funding your organization needs? You have come to the right place! With over five years of experience and a 75%+ grant-winning success rate, I have successfully raised over $1 million for 501(c)(3) nonprofits, startups, and small businesses across the USA, UK, and Europe. Whether you need assistance with grant research, proposal writing, business plans, or pitch decks, I bring a results-driven approach to every project. Why Work With Me? ✅ Proven Track Record – Over $1M raised through successful grants. ✅ Expert in Nonprofit Consulting – I guide individuals and organizations through the 501(c)(3) startup process, ensuring compliance and success. ✅ Diverse Funding Sources – Expertise in securing funding from government grants (grants.gov), corporate foundations, private foundations, and venture capital. ✅ Comprehensive Business Support – From business plans and startup strategies to small business loan applications and pitch decks, I provide full-scale support. ✅ Consulting for The Truth Quest Hub Inc. – I currently consult for Truth Quest Hub Inc., a nonprofit in Atlanta, Georgia, focused on youth development and feeding programs. My Areas of Expertise Include: ✔ Grant Writing & Research ●Federal & State Grants (Grants.gov, NIH, NSF, SBIR Phase 1 & 2, etc.) ●Corporate & Foundation Grants (Nasdaq Foundation, W.K. Kellogg Foundation, Dallas Foundation, American Honda Foundation, etc.) ●EIC Accelerator Funding (FastTrack) ●SBA Loan & Facebook/Google Small Business Grants ●Scholarship & Educational Grant Applications ✔ Nonprofit Consulting ●Starting & Structuring 501(c)(3) Nonprofits ●Developing Strategic Plans & Programs ●Compliance & IRS Filings ●Fundraising & Grant Strategies ✔ Business Plans & Proposals ●Startup Business Plans & Investor Pitch Decks ●Financial Projections & Market Analysis ●Unsolicited & Solicited Grant Proposals ●Request for Proposals (RFPs) ✔ Presentation & Funding Support ●PPT Presentations & Pitch Deck Design ●Investor & Stakeholder Communication Let's Work Together! If you are ready to take your nonprofit or business to the next level, I am here to help. Let’s turn your vision into a fully funded reality! Message me today, and let’s get started.
    Featured Skill Business Plan or Pitch
    Nonprofit Organization
    Business Proposal Writing
    Business Presentation
    Grant Proposal
    RFP Writing
    Request for Information
    Request for Proposal
    Business Strategy
    Business Plan
    Grant Writing
    Grant Application
    Grant Documentation
  • $40 hourly
    • 5.0/5
    • (24 jobs)
    Hi, I’m a Certified Valuation Analyst (CVA – NACVA, USA) and an FMVA® (CFI, Canada) with a Top Rated status on Upwork, a 100% Job Success Score, and a consistent 5/5 client rating. I specialize in business valuation, financial modeling, and strategic advisory across a broad range of industries in the United States. With a proven track record of delivering 50+ valuation engagements, I provide accurate, compliant, and insightful reports that support tax compliance, M&A, financial reporting, and venture funding decisions. As the founder of AJ Valuation Advisory, I’ve helped startups, established businesses, and investment professionals make high-stakes decisions by producing USPAP-compliant business valuations, 409A (IRC 409A / ASC 718) stock option valuations, and gift & estate valuations under IRS Revenue Ruling 59-60. My robust financial models cover 3-statement forecasts, scenario analysis, and valuation simulations, enabling clients to understand financial outcomes under various assumptions. ---------------------------------------------------------------------------------- Valuation Credentials: 🏆 CVA® (Certified Valuation Analyst, NACVA, Credential ID 1029415) 🏆 FMVA® Financial Modeling & Valuation Analyst, CFI (Canada) ---------------------------------------------------------------------------------- Core Services: 🏆 IRS-Compliant Business Valuations • 409A Valuations for stock-based compensation • Gift & Estate Tax Valuations (Rev. Rul. 59-60 compliant) • Reasonable Compensation Analysis 🏆 Financial Modeling & Scenario Planning • 3-Statement Models: Income Statement, Balance Sheet, Cash Flow • Sensitivity & Scenario Analysis for strategic decisions • Venture Capital-Ready Forecasts for startups 🏆 Valuations for M&A and Strategic Planning • DCF, Guideline Public Company, and Transaction Methodologies • Valuation Opinions for Buy-Sell Agreements, Litigation, Exit Strategy 🏆 Complex Securities & Fair Value Analysis • ASC 820, ASC 815, ASC 825, and ASC 470 Valuations • Share-based payments, convertible debt, and derivative instruments
    Featured Skill Business Plan or Pitch
    Pitchbook
    Microsoft PowerPoint
    PowerPoint Presentation
    Business Plan Writing
    Business Plan
    Financial Analysis & Valuation
    Company Valuation
    Feasibility Study
    Investment Research
    Financial Planning
    Financial Modeling
    Business Valuation
    Financial Projection
    Financial Analysis
  • $45 hourly
    • 4.8/5
    • (52 jobs)
    🤝 100+ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀, Financial Models & 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀 💸 $150𝗠+ 𝗶𝗻 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱! 📝 1 Published Book, 100+ 𝗮𝗿𝘁𝗶𝗰𝗹𝗲𝘀/𝗯𝗹𝗼𝗴𝘀 🚀 PPC/Social Media 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗿𝘁. 🏆 3𝗫 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗻𝗴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻𝘀 🎓 Purdue University | 🌍 Lived on 3 continents, traveled to 40+ countries. Explore my portfolio and samples below, to view the full range of my services and expertise! I’m a seasoned business financial consultant and published author (Misogyny Across Global Media, Rowman & LittleField) with a proven track record of guiding ventures to sustainable growth. Across my three successful companies, I’ve led sales and marketing strategies that secured millions in revenue, crafted impactful pitch decks, and helped raise $150M+ in funding. I also won a monetary prize at Missouri Startup Weekend, pitching to high-profile CEOs from Zapier, Equipmentshare, and HeliumVR. From targeted digital social media marketing, SEO, and lead generation to comprehensive business planning, my efforts have consistently driven measurable growth and boosted brand recognition. As an author, I also write eBooks, blogs, articles, investor letters, press releases, and business plans. My writing experience crosses technical & creative boundaries, being a published author writing about social causes, but also business & finance. 🎓 Education 1. BSc in Finance, Purdue University 2. Minor Computer Science, Oklahoma State University 3. International Studies, University of Cambridge, England 🚀 My Services 1: Creative & Technical Writing: As a published author, I excel at articulating complex ideas clearly and persuasively. Business Writing, CopyWriting, GhostWriting, Ebooks, Document Preparation all fall within my area of expertise. 2: Financial Modeling & Projections: Developing detailed financial models to forecast revenue, expenses, and cash flow. 3: Business Plans Consulting: Crafting customized, investor-focused business plans. Highlighting market opportunities, financial viability, and growth strategies. 4: Sales & Marketing: Developing & executing sales strategies that drive revenue growth. Crafting social media & PPC marketing campaigns that enhance brand visibility & customer engagement. Implementing SEO, sales & business development and lead generation techniques. 5: Pitch Presentation Design: Engaging, investor-ready pitch decks. Integrating financials, strategic insights, & key metrics to capture investor interest. 6: Content Creation for Marketing, that drives engagement and builds brand identity. This includes graphic design, video editing, and logo design 💼 Work Experience 1: As an executive of Byte Advisory, I lead a multidisciplinary team specializing in Business & Financial Consulting, Social Media Marketing, and Web & Mobile Development. 2: I also founded Software Solution International, a company specializing in Trademark Registrations and Ebooks, set to achieve $1 million in revenue in 2024. 3. Published Author: Misogyny Across Global Media, Published by Rowman & Littlefield Being a published author showcases my ability to engage with diverse audiences. My writing experience extends to nearly every industry, emphasizing my versatility. 4. Previously, as a Senior Financial Analyst at ACV, a multinational holding company operating across the US, the UK, Dubai and Europe, I spearheaded global financial strategies. Collaborating directly with founders, executives, and management teams, I transformed complex consolidated financial data into actionable insights that aligned business operations with financial goals. 5. Additionally, I took on the role of Project Manager, overseeing the development of internal systems to track KPIs & enhance operational efficiency. My key differentiator is my holistic approach—I don’t just deliver numbers; I provide clarity & structure to businesses. I currently serve as an independent Consultant to ACV, to aid in business growth, & sales strategy. 6. For years, I’ve successfully bridged finance & technology. Years ago, as the Director of Investments at an innovative Regulation D Startup Investment Fund, I co-led teams across UI/UX design, software engineering, and data analysis to gather & assess millions of data points, across several data sets. We stress-tested our product with more than two decades of historical data, benchmarking it against inflation, the S&P 500, Gold, and Treasury Bonds. Our efforts were recognized when we won a monetary prize at Missouri Startup Weekend. We successfully pitched to high-profile CEOs from companies like Equipmentshare, Zappier, and HeliumVR. I've successfully helped businesses secure funding, optimize operations, and achieve significant growth. I bridge the gap between complex financial analysis, strategic implementation, and effective communication. 🤝 Let’s Connect
    Featured Skill Business Plan or Pitch
    Business Writing
    Startup Consulting
    Financial Analysis & Valuation
    Business Development
    Social Media Marketing
    Marketing Automation
    Management Consulting
    Virtual Assistance
    Technical Writing
    Financial Consulting
    Writing
    PPC Campaign Setup & Management
    Financial Modeling
    Pitch Deck
    Business Plan
  • $75 hourly
    • 5.0/5
    • (33 jobs)
    Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com
    Featured Skill Business Plan or Pitch
    Private Equity
    Market Research
    Equity Research & Analysis
    Startup Consulting
    Venture Capital
    Google Workspace
    Investment Research
    Analytical Presentation
    Financial Modeling
    Investment Strategy
    Financial Projection
    Microsoft Office
    Business Plan
    Finance & Accounting
    Mergers & Acquisitions
  • $40 hourly
    • 4.8/5
    • (78 jobs)
    My name is Martha. I am a certified modern business plan writer with an excellent reputation for dynamic and detailed business plan writing for startups, pitching to investor roadshows, loan applications, grants, and joint ventures. I have developed several business plans for startup companies, large corporations, and existing businesses with the highest level of expertise that has inspired my clients with unadulterated gratification. I am committed to my client's business growth and expansion through a series of professional & presentable plans. I will only offer services that are of the best caliber and up to the highest professional standards, and they will be very reasonably priced. My pricing system is determined by what is available in this market. I'm eager to assist you in achieving your objectives. Why should you hire me? A professional Business Analyst and Grant Writer. I offer ironclad branding services, Business plan, Business Proposal, Financial Plan, Investors Business Plan, SBA Business Plan and Bank Loan Business Plan . I also have extensive experience in reviewing and analyzing business plans on behalf of banks and investors. Therefore, I REALLY KNOW what your plan should and should not contain. I have developed over 5000 business plans and proposals as well as investment packages in the last 15 years with an almost 100% funding success rate. I am an international adviser with expertise in finance, accounting, financial forecasting, and the creation of new company strategies. I've worked in strategy for firms of various sizes for over 22 years. My unique feature, as well as my business knowledge, forecast and financial projection ability, is my award-winning marketing status. This means that all of my business plans are very practically focused and detail exactly what needs doing, how and when, in order to make the whole plan a success. My plan WILL DO the exact job you want it to and you WIILL BE VERY HAPPY with it when receive it. I will provide a business plan writing service to build your full plan and finances bespoke and tailored to your needs. In essence, a balanced plan to help you raise finance if needed and drive your business forward. Your plan will include everything you would expect in a business plan. Everything will be bespoke and tailored to your business. My Complete Business Plan will definitely include but not limited to: Executive Summary Mission Statement Keys to Success Goals and Objectives Company Summary Products Services Industry Analysis Market Analysis Summary Competitive Edge and Analysis Competitive Summary Strategy and Implementation Marketing Plan Target Market Segment Strategy Personnel Plan SWOT Analysis Management Summary Important Charts and Graphs My complete financial plan includes: Start-up Summary Revenue Forecast Projected Profit and Loss Balance Sheet Cash Flow Break-even Analysis Graphs and Tables Free Cover Page Delivery in MS-Word, PDF and Excel formats for the premium plan only Quick response time Unlimited Revisions for the premium plan only. My Testimonials: 1. As an entrepreneur, your objective is to grow your business. Which seems so easy until you're seeking funding and they require a business plan and financial projections. So I want to thank Martha for his professionalism and attentiveness in helping me address my biggest challenge preparing "financial forecasts. Your expertise has helped us take our entrepreneurial goals to the next level. I highly recommend Martha to anyone who needs help preparing a BPLAN. Especially if you're a startup. (Premium Packaged Purchased) 2. Martha did her homework and came back with a comprehensive business plan for my company in few days. The document I requested was comprehensive in full detail. She took the time to understand my Challenges as well as my strengths. I am very satisfied with the outcome. Kindly message me and let's get started on your project! Kind Regards MARTHA
    Featured Skill Business Plan or Pitch
    Business Plan Writing
    Loan Approval
    Business Plan
    Business Consulting
    Business Proposal
    Business Analysis
    Business Planning & Strategy
  • $100 hourly
    • 4.9/5
    • (87 jobs)
    I equip startups, fintechs, and private funds with SEC-compliant fundraising infrastructure, combining regulatory expertise (Reg CF/D), Plaid-powered data integration, and automated KYC/AML workflows. With 45+ successful filings and zero deficiencies, I bridge the gap between capital strategy and compliance-ensuring your raise avoids delays, fines, or operational bottlenecks. Core Services Regulatory Compliance: Reg CF/D Filings: Form C/PPM drafting, accredited investor verification (Plaid Identity), and ongoing reporting templates. KYC/AML Tech: Plaid-integrated identity checks, transaction monitoring (Plaid Transactions API), and OFAC/Sanctions screening via platforms like ComplyAdvantage. Consumer Lending Compliance: TILA/APR calculators with Plaid Balance for real-time account validation. Whitelabel Fundraising Solutions: Embed Plaid Link for instant bank account verification and SEC-compliant share sales directly on your website. Custom investor portals with Plaid-powered transaction history dashboards and automated AML audit trails. Investor Materials: Financial Models: Scenario-based IRR analyses with Plaid-derived cash flow validation. PPMs/Decks: FDIC-aligned risk disclosures, including AML policy summaries and beneficial ownership structures. Due Diligence Kits: Plaudit-verified financials, KYC/AML compliance logs, and liquidity event comparables. Tech Stack Integration Plaid API: Bank account aggregation (Auth/Transactions), balance checks, and income verification for KYC/AML workflows. KYC Tools: Jumio (ID+biometrics), Alloy (risk scoring), and Chainalysis (crypto compliance). AML Automation: Solidus Labs for transaction monitoring + Unit21 for suspicious activity reporting (SAR). Why Clients Choose Me Speed: Reduced Reg D onboarding from 14 days to 48 hours via Plaid-powered KYC. Audit-Proof: Built a Reg CF portal handling 3,200+ investors with 100% Plaid-verified accounts. Cost: Slashed client AML operational costs by 60% using Plaid+ComplyAdvantage API bundling. Recent Projects: Integrated Plaid Auth/Identity for a $12M Reg D 506(c) real estate fund, automating 98% of investor KYC. Designed a whitelabel Reg CF platform with embedded Plaid Link, cutting issuer onboarding by 70%. Let’s turn compliance into your competitive edge-no theoretical jargon, just actionable systems to scale securely.
    Featured Skill Business Plan or Pitch
    Due Diligence
    Valuation
    Equity Valuation
    Investment Research
    Company Valuation
    Discounted Cash Flow
    Financial Analysis & Valuation
    Investment Banking
    Financial Projection
    Business Plan
    Financial Modeling
    Microsoft Excel
    Pitch Deck
    Blockchain
    Presentations
  • $45 hourly
    • 5.0/5
    • (14 jobs)
    I run Emerging Oaks Capital. Emerging Oaks specializes in private fund advisory and private fund management. I'm an investment professional with 5 years performing investment analysis covering private placement investments - examples include Private Equity, Venture Capital, Commercial Real Estate and Independent Sponsorships. I also have experience running publicly traded equity portfolios and producing expert quality research reports on target equity investments. I have clients that invest in these types of opportunities and clients that mange Funds themselves. If you need help learning how to raise capital, how to structure a fund, financial modeling, or performing diligence on an investment... I'm the perfect fit. Anything related to private investments (also known as "alternative" investments) falls within my realm of competence. A lot of these skills come from practice and cannot be taught in school. I have spent many years collecting big wins along with making mistakes and learning lessons so that you don't have to!
    Featured Skill Business Plan or Pitch
    Investment Strategy
    Financial Consulting
    Startup Consulting
    Sales Consulting
    Contract Negotiation
    Investment Portfolio Review
    Real Estate Investment Assistance
    Business Management
    Business
    Valuation
    Investment Research
    Contract Drafting
    Business Analysis
    Strategy
    Business Plan
  • $85 hourly
    • 5.0/5
    • (13 jobs)
    Hello! I am Amer, a seasoned and passionate financial analyst and writer with more than 7 years of experience specializing in private equity, CRE, and finance. My background includes extensive work in private equity, specializing in CRE, where I have honed my skills in financial analysis, real estate investment, analysis, and market research. I have earned my degree from the University of Michigan, majoring in finance, which has provided me with a strong academic foundation to support my professional career. I pride myself on providing high-quality, professional work to all of my clients. With experience across multiple asset classes, industries, and markets, I am able to tailor my work to fit the needs of all my clients, no matter the size. My dual expertise as a financial analyst and writer ensures that I am able to deliver clear, insightful, and data-driven results. Having worked in finance, real estate, and as a financial writer for almost 10 years, I have tremendous experience in: ✅Financial Modeling ✅Investment Research ✅Financial Writing ✅Pitch Decks ✅Forecasting ✅SBA Business Planning ✅Business Consulting ✅SWOT Analysis ✅Cash Flow Analysis ✅Balance Sheet ✅Breakeven Analysis And many More!
    Featured Skill Business Plan or Pitch
    Real Estate
    Pitchbook
    Investment Research
    SWOT Analysis
    Business Planning & Strategy
    Business Plan Writing
    Financial Analysis
    SEO Content
    Article
    Strategic Planning
    Financial Writing
    Business Consulting
    Article Writing
    Copywriting
    Business Plan
  • $40 hourly
    • 5.0/5
    • (24 jobs)
    🔍 Welcome to Your Go-To Expert for Funding and Business Growth! 🚀 Success doesn’t happen by chance—it’s the result of strategic planning, compelling storytelling, and flawless execution. That’s where I come in. With over 6 years of experience, I’ve helped businesses and nonprofits secure millions in funding and achieve transformational growth. Did you know that businesses with well-crafted plans are 2.5x more likely to succeed? Let’s make your next project the gold standard. 💼 Why Choose Me? 🌟 Proven Results: With over 6 years of experience, I’ve helped startups, nonprofits, and established businesses secure millions in funding through grants and business strategies. 🌟 Tailored Strategies: From innovative startups to scaling enterprises, my plans are customized to meet your unique goals and impress investors or grant committees. 🌟 SEO-Optimized Content: My expertise in incorporating top-performing keywords ensures your proposals stand out—visibility equals opportunity. 💡 What I Offer 📌 Grant Writing Mastery: I craft persuasive, funder-focused applications that win grants consistently. 📌 Investor-Ready Business Plans: Market insights, financial projections, and strategic storytelling all come together in a plan that turns heads. 📌 Data-Driven Research: I provide actionable market and competitive analysis to position your business as a leader in your field. 🌐 Key Skills That Work for You Grant Writing | Business Plans | Financial Projections | Market Research | Investor Proposals | Pitch Decks | SEO Content | Competitive Analysis | Startup Growth 🌠 Let’s Turn Ideas Into Impact! 📈 Whether you’re launching, scaling, or seeking funding, I’m here to help you succeed. Let’s collaborate to craft a winning strategy that sets you apart. Ready to start your journey? Message me today—your success story awaits!
    Featured Skill Business Plan or Pitch
    Financial Plan
    Grant Evaluation Plan
    Grant Objectives & Methodology
    Grant Writing Consultation
    Capital Grant
    In-Kind Grant
    Grant Research & Prospect List
    Grant Documentation
    Grant Application
    Grant Proposal
    Grant Writing
    Personal Business Plan
    Business Planning & Strategy
    Business Plan Writing
    Business Plan
  • $50 hourly
    • 5.0/5
    • (29 jobs)
    Hi all! I'm an experienced writer and marketer with a focus on private equity and real estate. Over the years, I've worked on marketing and investor relations materials for various firms in the industry, while also honing my skills through writing investment memos and pitch decks. Whether you're looking for compelling content for your website or marketing materials, or need help crafting a message to reach your target audience, I'm here to help.
    Featured Skill Business Plan or Pitch
    Financial Modeling
    Creative Strategy
    Salesforce CRM
    Office Design
    Business Presentation
    Microsoft Word
    Creative Writing
    Economics
    3D Modeling
    Business Plan
    Presentations
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