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Jose B.

Tampa, Florida

$90/hr
4.8
153 jobs

Are you a founder, startup, or growing business looking for a partner who can deliver both business clarity and technical excellence? With over 16 years of experience and a proven track record of helping clients raise over $100M+ and launch scalable digital products, I offer a rare combination of strategic business insight and hands-on development expertise. Whether you need investor-ready documents (pitch decks, business plans, financial models), or you're building a high-performing web/mobile app, I deliver solutions that are tailored, strategic, and designed to drive results. ๐Ÿ’ผ What I Offer ๐Ÿ“Š Business Strategy & Financial Consulting โ€ข Investor-Ready Pitch Decks (VC/Angel/Accelerator formats) โ€ข Compelling Business Plans (Investment, Visa, or Growth-focused) โ€ข Clean, clear Financial Models (Cash Flow, Valuation, Projections) โ€ข One-Pagers, Executive Summaries, and Visual Storytelling โ€ข GTM Strategy, Product Roadmaps, and Startup Positioning ๐Ÿง‘โ€๐Ÿ’ป Full-Stack Web & Mobile App Development โ€ข MVPs & SaaS Platforms (Scalable & Lean) โ€ข Frontend: React.js, Angular, Vue.js, Next.js, Svelte, Tailwind CSS โ€ข Backend: Node.js, Laravel, Django, NestJS, .Net โ€ข Mobile: React Native, Flutter, Kotlin (Android), Swift (iOS) โ€ข Admin Panels, Dashboards, Realtime Apps, and APIs โ€ข Integrations: Stripe, PayPal, Twilio, Firebase, AWS, and more โ€ข CI/CD, Docker, Git, Vercel, Netlify, Firebase Hosting ๐ŸŒ Who I Work With I collaborate with startups, SMEs, and enterprise teams across industries like: โ€ข FinTech & SaaS โ€ข HealthTech & EdTech โ€ข E-Commerce & Retail โ€ข Crypto & Blockchain โ€ข Real Estate, Logistics, Automotive, Media, and More โ€ข From Silicon Valley to Saudi Arabia, from bootstrapped founders to funded startups, my work is โ€ข adapted to meet your industry, market, and stage of growth. โœ… Why Clients Choose Me ๐Ÿš€ $100M+ Raised for clients through compelling pitch materials ๐Ÿ’ก Tech & Business Fusion โ€“ Get strategy, storytelling, and code in one place ๐ŸŒ Global Perspective with U.S.-based communication ๐Ÿ“ˆ Results-Driven Approach โ€“ Not just deliverables, but business outcomes โšก Fast Turnaround & Clear Communication ๐Ÿค One-Stop Partner โ€“ From investor docs to MVP launch and beyond ๐Ÿ” What You Can Expect โœ… Free discovery call or consultation to understand your goals, business needs, and product vision โœ… Detailed proposal with clear deliverables, timeline, and transparent pricing โœ… Collaborative, agile development process with regular check-ins and milestone reviews โœ… Candid, expert feedback to refine your strategy, UX, and overall product direction โœ… Clean, scalable, and well-documented code built to industry best practices โœ… Professional communication with fast response time and ongoing support โœ… Post-launch maintenance & optimization to ensure performance and long-term success โœ… Flexible delivery options โ€” from team handoff to long-term collaboration, based on your preference โœ… Pitch-ready, polished final product thatโ€™s not just functional, but persuasive and market-ready ๐Ÿ“‚ View my portfolio for real-world examples of startups funded, products launched, and businesses scaled. ๐Ÿ“ฉ Ready to elevate your business and build something great? Letโ€™s connect and turn your vision into reality.

  • Business Plan
  • Full-Stack Development
  • Pitch Deck
  • Startup Consulting
  • Node.js
  • Web Development
  • Mobile App Development
  • Business Consulting
  • Business Development
  • Financial Report
  • Software Development
  • Hybrid App Development
  • AI Development
  • Payment Gateway Integration
  • ChatGPT
Elissa V.

Phoenix, Arizona

$40/hr
5.0
263 jobs

...do you have a have a startup idea that you need to validate & build? ...or an existing business that you need to fine tune with research & development, to be Go To Market Ready? Hello I'm Elissa & thank you for visiting my profile! I am a 5โ˜… UpWork Expert Vetted All-In-One startup and business consultant from Arizona, United States, and in the past 15+ years, I've have partnered with over 250+ founders around the world to achieve startup success in various stages of development: DISCOVER, PLAN, LAUNCH & GROW STAGES. No matter where you are in your startup journey, I provide all resources from A-Z. ***Let's set up a free (15-min) call to discuss your needs, and set up a game plan*** MY EXPERTISE AT A GLANCE: โ˜… Market Research & Feasibility Analysis: Actionable insights to validate and refine your business ideas. โ˜… Startup MVP Development: From concepting to wireframing, ensuring your product meets market needs. โ˜… Strategic Business Planning: End-to-end business plans, financial modeling, and investor-ready pitch deck presentations. โ˜… Branding & Positioning: Unique strategies that make your brand stand out in competitive markets. โ˜… Go-to-Market Strategy: Execution plans tailored to target demographics, including customer journey optimization. HIGHLIGHTS OF SUCCESS: โ˜… $10M+ investor funding unlocked for various clients with market-ready business plans. โ˜… Led 250+ startups to success, including SaaS, tech, healthcare, and consumer brands. โ˜… Empowered WIN Energy Drink to refine its buyer personas, optimize feasibility studies, and craft an investor-winning pitch deck. โ˜… Partnered with LocalFarmOK to build a robust urban farm event business plan, attracting new markets and investors. CLIENT FEEDBACK SPEAKS VOLUMES: โ€œHer business plan and market insights transformed our pitch deck into a winning tool. Within months, we secured our first round of funding!โ€ โ€“ Local Farm OK, Founder โ€œElissa's guidance on scaling our MVP saved us six months of trial and error. A game-changer for our operations.โ€ โ€“ WIN Energy Drink, CEO WHY CHOOSE ME? โ˜… Over 15 years of startup experience and entrepreneurial excellence โ˜… Expert Vetted by UpWork, having coached over 250+ startups worldwide โ˜… "Quality and professional" work is the core standard for all deliverables โ˜… Proven ability to drive long-term growth while mitigating risks โ˜… Transparent, collaborative, and committed to your success HOW CAN WE START? Book a free (15-min) consultation call today to discuss your business goals. Together, letโ€™s: โ˜… Solve your most pressing challenges. โ˜… Align your vision with a data-backed strategy. โ˜… Create results that make your startup thrive. Ready to elevate your business? Letโ€™s start now.

  • Market Research
  • Research & Strategy
  • Product Development
  • Business Analysis
  • Business Consulting
  • Startup Consulting
  • Corporate Brand Identity
  • Strategic Plan
  • Marketing Management
  • Marketing Strategy
  • Industry & Competitor Analysis
  • Consumer Research
  • Consumer Profiling
  • Competitor Research
  • Pitch Deck
Monica C.

Dover, Delaware

$45/hr
5.0
568 jobs

๐Ÿฆ 35 Years CFO & JP Morgan Investment Banking Experience ๐Ÿ™Œ๐Ÿฝ 850+ Clients Helped โ€” Startups to Established Businesses ๐Ÿ’ฐ $150M+ in Funding Raised ๐Ÿ† 3x Entrepreneur with a Successful Exit "๐™ƒ๐™š๐™ฎ ๐™ˆ๐™ค๐™ฃ๐™ž๐™˜๐™–, ๐™Ÿ๐™ช๐™จ๐™ฉ ๐™ฌ๐™–๐™ฃ๐™ฉ๐™š๐™™ ๐™ฉ๐™ค ๐™ก๐™š๐™ฉ ๐™ฎ๐™ค๐™ช ๐™ ๐™ฃ๐™ค๐™ฌ ๐™ฉ๐™๐™š ๐™ž๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ค๐™ง ๐™œ๐™ง๐™ค๐™ช๐™ฅ ๐™ฌ๐™–๐™จ ๐™š๐™ญ๐™ฉ๐™ง๐™š๐™ข๐™š๐™ก๐™ฎ ๐™ž๐™ข๐™ฅ๐™ง๐™š๐™จ๐™จ๐™š๐™™ ๐™ฌ๐™ž๐™ฉ๐™ ๐™ฉ๐™๐™š ๐™ฅ๐™ง๐™š๐™จ๐™š๐™ฃ๐™ฉ๐™–๐™ฉ๐™ž๐™ค๐™ฃ, ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™š๐™ฎ ๐™›๐™ช๐™ฃ๐™™๐™š๐™™ ๐™ฉ๐™๐™š ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ! ๐™๐™๐™–๐™ฃ๐™  ๐™ฎ๐™ค๐™ช!!" - Jay Lax, CEO of Avalon ABA ๐Ÿ“ž Invite me to your job, and I'm happy to share thoughts on your business. I've done this hundreds of times - you'll walk away with something useful regardless of whether you choose to work together. โ˜บ๏ธ ๐Ÿ“ž Hereโ€™s how I help: โœ… Financial Clarity for Established Businesses: If you're running a business with real revenues but no CFO, I'll help you understand your numbers, find what's quietly eating your margins, and make better decisions - without the cost of a full-time hire. I work with businesses doing $1Mโ€“$10M in revenue who need CFO-level judgment without the CFO price tag. โœ… Getting You Investor-Ready: If you're raising a round, I'll build the Financial Model, Pitch Deck, and Business Plan you need to tell a compelling story and get funded. โœ… Models That Work Twice: The financial model I build will serve two needs at once - giving investors a thoughtful, comprehensive set of projections, and giving you a living document you can use to run your business more effectively. โœ… Ongoing Fractional CFO Support: If you want to keep working together beyond the initial engagement, I'll act as your Fractional CFO โ€” helping you navigate financial decisions, build forecasts you can actually run the business from, and stay on top of cash before it becomes a problem. ๐Ÿ“ˆ Fund & Investment Vehicles: LP/GP waterfall models, SPV structures, and feeder fund financial frameworks for private equity and family office clients. Why Iโ€™m worth talking to: โœ… I've done this hundreds of times before. ๐Ÿ”Ž I'll understand your business model right away - you won't have to spend half the engagement explaining how it works. ๐Ÿ•ต๏ธโ€โ™€๏ธ I'll ask questions you probably haven't thought about. You may end up understanding your own business better just from our first conversation. ๐Ÿšถ๐Ÿฝโ€โ™€๏ธ I've walked in your shoes as an entrepreneur multiple times. I know what it feels like to be running a business without a clear financial picture, and I know how to fix it. ๐Ÿ“Š I work across the full spectrum of business - from pre-revenue startups raising their first round to established businesses doing $1Mโ€“$10M who need real CFO judgment without the full-time hire. Invite me to your job and let's talk through what you need!๐Ÿ™ Monica Chitnis โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€ More Client Feedback: "๐™ˆ๐™ค๐™ฃ๐™ž๐™˜๐™–'๐™จ ๐™˜๐™ค๐™ฃ๐™ฉ๐™ง๐™ž๐™—๐™ช๐™ฉ๐™ž๐™ค๐™ฃ๐™จ ๐™ฉ๐™ค ๐™ค๐™ช๐™ง ๐™›๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐™›๐™ง๐™–๐™ข๐™š๐™ฌ๐™ค๐™ง๐™  ๐™ฌ๐™š๐™ง๐™š ๐™ฅ๐™ž๐™ซ๐™ค๐™ฉ๐™–๐™ก. ๐™ƒ๐™š๐™ง ๐™˜๐™ง๐™š๐™–๐™ฉ๐™ž๐™ค๐™ฃ ๐™ค๐™› ๐™– ๐™˜๐™ก๐™š๐™–๐™ง, ๐™ฅ๐™ง๐™š๐™˜๐™ž๐™จ๐™š ๐˜พ๐˜ผ๐™‹ ๐™๐™–๐™—๐™ก๐™š ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™ค๐™ง๐™ค๐™ช๐™œ๐™ ๐™ซ๐™–๐™ก๐™ช๐™–๐™ฉ๐™ž๐™ค๐™ฃ ๐™จ๐™๐™ค๐™ฌ๐™˜๐™–๐™จ๐™š๐™™ ๐™๐™š๐™ง ๐™™๐™š๐™š๐™ฅ ๐™š๐™ญ๐™ฅ๐™š๐™ง๐™ฉ๐™ž๐™จ๐™š, ๐™–๐™ฃ๐™™ ๐™๐™š๐™ง ๐™ง๐™š๐™–๐™ก๐™ž๐™จ๐™ฉ๐™ž๐™˜ ๐™๐™–๐™ฃ๐™™๐™ก๐™ž๐™ฃ๐™œ ๐™ค๐™› ๐™—๐™ช๐™™๐™œ๐™š๐™ฉ ๐™–๐™จ๐™จ๐™ช๐™ข๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ๐™จ ๐™ฌ๐™–๐™จ ๐™ง๐™š๐™ข๐™–๐™ง๐™ ๐™–๐™—๐™ก๐™š. ๐™ƒ๐™š๐™ง ๐™™๐™š๐™˜๐™–๐™™๐™š๐™จ ๐™ค๐™› ๐™š๐™ญ๐™ฅ๐™š๐™ง๐™ž๐™š๐™ฃ๐™˜๐™š ๐™–๐™ง๐™š ๐™– ๐™ฉ๐™ง๐™ช๐™š ๐™–๐™จ๐™จ๐™š๐™ฉ." -Jaser Aqeedi, CEO of iDoc-Health "๐˜ผ ๐™œ๐™š๐™ข. ๐™ˆ๐™š๐™ฉ๐™ž๐™˜๐™ช๐™ก๐™ค๐™ช๐™จ, ๐™ฅ๐™–๐™ฉ๐™ž๐™š๐™ฃ๐™ฉ, ๐™–๐™ฃ๐™™ ๐™™๐™ž๐™ก๐™ž๐™œ๐™š๐™ฃ๐™ฉ. ๐™ˆ๐™ค๐™ฃ๐™ž๐™˜๐™– ๐™—๐™ง๐™ค๐™ช๐™œ๐™๐™ฉ ๐™จ๐™ค ๐™ข๐™ช๐™˜๐™ ๐™ฉ๐™ค ๐™ฉ๐™๐™š ๐™ฅ๐™ง๐™ค๐™Ÿ๐™š๐™˜๐™ฉ ๐™ฉ๐™๐™–๐™ฉ ๐™ฌ๐™š ๐™˜๐™ค๐™ช๐™ก๐™™ ๐™จ๐™š๐™š ๐™–๐™จ๐™ฅ๐™š๐™˜๐™ฉ๐™จ ๐™ค๐™› ๐™ค๐™ช๐™ง ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ ๐™™๐™ž๐™›๐™›๐™š๐™ง๐™š๐™ฃ๐™ฉ๐™ก๐™ฎ, ๐™ฌ๐™๐™ž๐™˜๐™ ๐™œ๐™ง๐™š๐™–๐™ฉ๐™ก๐™ฎ ๐™›๐™š๐™™ ๐™ค๐™ช๐™ง ๐™ค๐™ฅ๐™ฉ๐™ž๐™ข๐™ž๐™จ๐™ข. ๐™ƒ๐™ž๐™œ๐™๐™š๐™จ๐™ฉ ๐™ง๐™š๐™˜๐™ค๐™ข๐™ข๐™š๐™ฃ๐™™๐™–๐™ฉ๐™ž๐™ค๐™ฃ." - Michael Hoagland, CEO of Shopvana "๐™„๐™› ๐™ฎ๐™ค๐™ช ๐™ฌ๐™–๐™ฃ๐™ฉ ๐™– ๐™จ๐™ค๐™ก๐™ž๐™™, ๐™˜๐™ค๐™ข๐™ฅ๐™š๐™ก๐™ก๐™ž๐™ฃ๐™œ ๐™ฅ๐™ž๐™ฉ๐™˜๐™ ๐™™๐™š๐™˜๐™  ๐™ฉ๐™๐™–๐™ฉ ๐™ฌ๐™ž๐™ก๐™ก ๐™ฉ๐™š๐™ก๐™ก ๐™– ๐™จ๐™ฉ๐™ค๐™ง๐™ฎ ๐™–๐™ฃ๐™™ ๐™˜๐™–๐™ฅ๐™ฉ๐™ž๐™ซ๐™–๐™ฉ๐™š ๐™–๐™ช๐™™๐™ž๐™š๐™ฃ๐™˜๐™š๐™จ, ๐™ก๐™ค๐™ค๐™  ๐™ฃ๐™ค ๐™›๐™ช๐™ง๐™ฉ๐™๐™š๐™ง. ๐™ˆ๐™ค๐™ฃ๐™ž๐™˜๐™–'๐™จ ๐™ฌ๐™ค๐™ง๐™  ๐™ž๐™จ ๐™š๐™ญ๐™˜๐™š๐™ฅ๐™ฉ๐™ž๐™ค๐™ฃ๐™–๐™ก. ๐™€๐™ฃ๐™™ ๐™ค๐™› ๐™จ๐™ฉ๐™ค๐™ง๐™ฎ." - Shareefah Hamilton Davis, CEO of Irie Psychiatry "๐™ˆ๐™ค๐™ฃ๐™ž๐™˜๐™– ๐™ฌ๐™–๐™จ ๐™ž๐™ฃ๐™˜๐™ง๐™š๐™™๐™ž๐™—๐™ก๐™š ๐™ฉ๐™ค ๐™ฌ๐™ค๐™ง๐™  ๐™ฌ๐™ž๐™ฉ๐™ ๐™ค๐™ฃ ๐™ค๐™ช๐™ง ๐™›๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐™ข๐™ค๐™™๐™š๐™ก. ๐™Ž๐™๐™š ๐™ฉ๐™ค๐™ค๐™  ๐™ฉ๐™๐™š ๐™ฉ๐™ž๐™ข๐™š ๐™ฉ๐™ค ๐™ช๐™ฃ๐™™๐™š๐™ง๐™จ๐™ฉ๐™–๐™ฃ๐™™ ๐™– ๐™ซ๐™š๐™ง๐™ฎ ๐™˜๐™ค๐™ข๐™ฅ๐™ก๐™š๐™ญ ๐™—๐™ช๐™จ๐™ž๐™ฃ๐™š๐™จ๐™จ ๐™–๐™ฃ๐™™ ๐™š๐™ซ๐™š๐™ฃ ๐™˜๐™ง๐™š๐™–๐™ฉ๐™š๐™™ ๐™‡๐™ค๐™ค๐™ข ๐™ซ๐™ž๐™™๐™š๐™ค๐™จ ๐™ฉ๐™ค ๐™ฌ๐™–๐™ก๐™  ๐™ข๐™š ๐™ฉ๐™๐™ง๐™ค๐™ช๐™œ๐™ ๐™ž๐™ฉ. ๐™๐™๐™–๐™ฃ๐™ ๐™จ ๐™ฉ๐™ค ๐™๐™š๐™ง, ๐™„ ๐™›๐™š๐™š๐™ก ๐™›๐™ช๐™ก๐™ก๐™ฎ ๐™ฅ๐™ง๐™š๐™ฅ๐™–๐™ง๐™š๐™™ ๐™ฉ๐™ค ๐™ฅ๐™ง๐™š๐™จ๐™š๐™ฃ๐™ฉ ๐™ฉ๐™๐™ž๐™จ ๐™ฉ๐™ค ๐™ž๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ค๐™ง๐™จ." -Gretchen TeBockhorst, CEO of FrameFlow

  • Business Plan
  • Business Writing
  • Financial Writing
  • Castilian Spanish
  • Business Proposal Writing
  • Business Modeling
  • Financial Management
  • Financial Analysis
  • Investment Research
Carlos G. A.

New York, New York

$175/hr
4.9
49 jobs

I build investor-ready and transaction-ready materials for founders, funds, family offices, private companies, and operators preparing for important capital moments: pitch decks, CIMs, business plans, financial models, lender packages, investor memos, board materials, and strategic partner decks. Iโ€™m an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million. Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions. Over the past several years, Iโ€™ve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience. Before building on my own, I completed Robert W. Bairdโ€™s leadership rotational development program inside one of the countryโ€™s leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured. I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers. I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies. I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind. In practice, I help clients with: โœ… Confidential Information Memorandums / CIMs โœ… Investor pitch decks and fundraising decks โœ… Business plans and executive memos โœ… Financial models and valuation support โœ… Private placement and capital-raising materials โœ… Lender packages and SBA financing materials โœ… Board decks, investor updates, and IC-style memos โœ… Strategic partner decks and transaction narratives โœ… Market research and competitive analysis My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions. Clients have used my work to secure funding from: โœ… Private investors and global investment syndicates โœ… Venture capital firms and private equity funds โœ… SBA-approved lenders, traditional banks, and alternative financing institutions โœ… Friends, family, angels, and strategic capital partners Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if: โœ… You value a premium, investor-ready product โœ… You want thoughtful strategy, not just task completion โœ… You appreciate prompt, high-quality execution โœ… You communicate clearly and stay engaged throughout the process โœ… You understand that strong fundraising and transaction materials require real thinking, not shortcuts I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University. Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often. I speak and write fluently in English and Spanish. Click 'Invite' or 'Hire' to discuss your upcoming capital moment.

  • Business Plan
  • Business Consulting
  • Business Presentation
  • Business Development
  • Venture Capital Consulting
  • Investor Overview
  • Pitchbook
  • Business Strategy
  • Management Consulting
  • Business Planning & Strategy
  • Presentation Design
  • Graphic Design
  • Microsoft PowerPoint
  • Business Analysis
  • Data Visualization
  • Presentations
  • Pitch Deck
Peter K.

San Francisco, California

$125/hr
5.0
406 jobs

โœฆ MY TRACK RECORD Iโ€™m a founder-turned-consultant with 18+ years of experience building and advising startups across industries. Iโ€™ve walked the founder path myself launching, scaling, and exiting a business so I know what it takes to turn vision into traction and raise capital from serious investors. To date, Iโ€™ve partnered with over 330 startups (and many more through referrals), helping them go from pre-seed to Series C and beyond. Whether you're refining your story for angels or preparing to pitch top-tier VCs, I can help you get there with clarity and confidence. Iโ€™ll take you through my refined, step-by-step process to build compelling investment materials that will secure funding and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valleyโ€™s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy in Ross, California in Nor Cal's Marin County within the Bay Area. โœฆ CORE OFFERINGS Pitch Decks Investor-ready content and clean, modern design in Google Slides, Keynote, or PowerPoint. Executive Summaries (1-Pagers) Concise and compellingโ€”perfect for cold outreach or investor intros. Sales Presentations Win deals with pitch-perfect decks for clients and partners. Business Plans Investor-grade plans in Google Docs or Wordโ€”detailed, structured, and clear. Financial Models Fully editable Excel models with 5-year projections, breakeven, cash flow, balance sheet, and more. Fundraising Support Custom investor list curation, outreach strategy, and fractional support managing the raise. โœฆ WHO I WORK WITH Iโ€™ve supported startups in: AI โ€ข SaaS โ€ข Consumer Goods โ€ข B2B Tech โ€ข Fintech โ€ข Real Estate โ€ข Edtech โ€ข Health & Wellness โ€ข Fashion โ€ข Adtech โ€ข Legal Tech โ€ข Media โ€ข Hospitality โ€ข Aerospace โ€ข Life Sciences โ€ข Biotech โ€ข Crypto โ€ข Biotech โ€ข Blockchain โ€ข Insure-tech โ€ข PropTech โ€ข Cybersecurity โ€ข GovTech โ€ข E-commerce/DTC โ€ข Creator Economy โ€ข Marketplaces โ€ข Telemedicine / Digital Health โ€ข Food & Beverage โ€ข Transportation / Mobility โ€ข Gaming โ€ข Logistics & Supply Chain โœฆ DELIVERY TIMELINES Pitch Deck (content and design): 3 weeks Deck + Financial Model: 3 weeks Full Package (Deck + Model + Plan): 6 weeks Executive Summary / 1-Pager: 7 days โœฆ WHY CLIENTS HIRE ME โœ”๏ธ Former founder who gets it โœ”๏ธ Extremely organized and detail-oriented โœ”๏ธ Great communicator and listener โœ”๏ธ Process-driven and deadline-oriented โœ”๏ธ I make your raise easier, faster, and more effective โ—ผ๏ธ MY EDGE Work with an expert (330+ projects on Upwork) Receive investor-ready material Save time and headache A proven process that works Easy to work with โ—ผ๏ธ TESTIMONIALS "The best freelancer on Upworkโ€”Peter and his team crushed it!" "Brilliant, professional, and responsive. I highly recommend working with him!" "Peter helped us raise capital with materials that investors consistently praised." Letโ€™s talk!

  • Business Plan
  • Startup Consulting
  • Venture Capital Consulting
  • Fundraising
  • Financial Management
  • Pitchbook
  • Pitch Deck
  • Financial Modeling
  • Sales Presentation
  • Presentations
  • Financial Projection
  • Financial Model
  • Business Consulting
Jenny D.

North Bay Village, Florida

$125/hr
5.0
175 jobs

๐ŸŽ–๏ธ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only ๐Ÿš€ I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do ๐Ÿ“Œ SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) ๐Ÿ“Š Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases ๐Ÿงฎ Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments ๐Ÿ’ผ Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting ๐Ÿ“ฃ Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and letโ€™s discuss your project.

  • Business Plan
  • Financial Projection
  • Business Plan Writing
  • Financial Modeling
  • Business Planning & Strategy
  • Pitch Deck
  • Immigration Business Plan
  • Business Proposal
  • Small Business Administration
  • Management Consulting
  • Feasibility Study
  • Loan Processing
  • Loan Approval
  • Commercial Lending
  • Market Research

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