Hire the best Business Planners in Canada

Name: Business Planners
Brand: Upwork
Rating: 4.8 (359 reviews)

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Clients rate Business Planners

4.8/5

based on 359 client reviews

$125 hourly
Michael D.
- 4.9/5
- (93 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!

Business Planning
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
Abdur Rehman A.
- 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.

Business Planning
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
$150 hourly
David C.
- 4.9/5
- (27 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

Business Planning
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
$40 hourly
Mohammad H.
- 4.8/5
- (15 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

Business Planning
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
Sonia S.
- 5.0/5
- (10 jobs)
I’m a Marketing and Business Strategist with an MBA specializing in business analytics. I have +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.

Business Planning
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
$95 hourly
Kelin A.
- 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!

Business Planning
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
Muhammad Umair R.
- 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

Business Planning
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
$40 hourly
Arjun N.
- 5.0/5
- (65 jobs)
✅ PITCH DECK DESIGNER on Upwork specializing in designing top-notch Presentation and Pitch Deck with absolute professionalism. ✅ Do you have an awesome idea that you want to present it to the world? Then look no further! I will design a visually appealing and fully functional presentation to deliver your idea to your target audience and investor. “𝘈𝘳𝘫𝘶𝘯 𝘢𝘵𝘵𝘦𝘯𝘥𝘦𝘥 𝘵𝘰 𝘮𝘺 𝘦𝘷𝘦𝘳𝘺 𝘸𝘩𝘪𝘮 𝘢𝘯𝘥 𝘥𝘦𝘮𝘢𝘯𝘥. 𝘕𝘰𝘵 𝘰𝘯𝘭𝘺 𝘸𝘢𝘴 𝘩𝘦 𝘷𝘦𝘳𝘺 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘢𝘯𝘥 𝘥𝘪𝘥 𝘢𝘯 𝘰𝘶𝘵𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘫𝘰𝘣 𝘣𝘶𝘵 𝘩𝘦 𝘸𝘢𝘴 𝘷𝘦𝘳𝘺 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘸𝘪𝘵𝘩 𝘮𝘺 𝘱𝘦𝘳𝘧𝘦𝘤𝘵𝘪𝘰𝘯𝘪𝘴𝘵𝘪𝘤 𝘵𝘦𝘯𝘥𝘦𝘯𝘤𝘪𝘦𝘴.” “𝘎𝘳𝘦𝘢𝘵 𝘧𝘳𝘦𝘦𝘭𝘢𝘯𝘤𝘦𝘳 𝘵𝘰 𝘸𝘰𝘳𝘬 𝘸𝘪𝘵𝘩. 𝘋𝘰𝘦𝘴𝘯'𝘵 𝘲𝘶𝘪𝘵 𝘶𝘯𝘵𝘪𝘭 𝘩𝘦 𝘨𝘦𝘵𝘴 𝘪𝘵 𝘳𝘪𝘨𝘩𝘵 𝘢𝘯𝘥 𝘐 𝘢𝘱𝘱𝘳𝘦𝘤𝘪𝘢𝘵𝘦 𝘵𝘩𝘢𝘵 𝘲𝘶𝘢𝘭𝘪𝘵𝘺 𝘪𝘯 𝘩𝘪𝘮. 𝘞𝘰𝘶𝘭𝘥 𝘴𝘵𝘳𝘰𝘯𝘨𝘭𝘺 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥 𝘩𝘪𝘮 𝘵𝘰 𝘰𝘵𝘩𝘦𝘳𝘴” Having worked with a number of startups I have experience in presenting their idea to the investors and concerning parties. I do my best to make them look best in front of their investors. I can deliver the following services: ✅ Pitch Deck Design ✅ Powerpoint Presentation ✅ Investor Pitch Deck ✅ Keynote Presentation ✅ Branding strategy ✅ Marketing strategy ✅ Corporate Identities ✅ UI/UX Here are some reasons why I think I could be the best fit for your project : ✅ Unlimited Revision: Your satisfaction is my first priority so I will provide as many revisions as you ask for. ✅ Over-deliver: I offer more than I expect to offer. It’s because I give my 100% in every project I get involved with. ✅ Premium Images and Graphics: I have access to premium images and graphics to use in a presentation so that you don’t need to worry about purchasing images to use in the presentation. ✅ Professional: I take every contract given to me very seriously. You can expect to receive a top-notch professional work from me with every contract. ✅ Fast Response: I believe communication is the main key to solve every problem. I keep all lines of communication open for my clients and I am extremely responsive.

Business Planning
Business Presentation
Canva
Presentation Design
Marketing Presentation
Visual Presentation Design
Microsoft PowerPoint
Pitchbook
Keynote
Business Plan
Google Slides
$100 hourly
Matthew H.
- 4.9/5
- (70 jobs)
Hello, Upwork! I bring over 20 years of Investment Banking experience to the table. I've had the pleasure of working with hundreds of entrepreneurs and companies of all sizes across Canada, The United States, and the rest of the world! When you hire me, you are paying for the years of experience, not the hours :) I'm a trusted and expert-level advisor, my career has led me to several tours as a successful exit CEO. In addition, I am a seasoned graphic designer with over ten years of experience working with the Adobe product suite, Microsoft Office, Canva, Wix, and WordPress. I offer Mentorship, research, due diligence, strategic planning, and problem-solving for the most complex situations, including managing million-dollar acquisitions. After my first exit in 2016, I watched a handful of local companies fail after receiving significant funding rounds. I felt compelled to create a better system and start teaching a methodology I had used many times before to start, grow and eventually exit a business with tremendous upside. The tools I developed have helped generate millions in shareholder value and accelerated the corporate and personal goals of dozens of founders. Let me share them with you!

Business Planning
Web Development
Investor Overview
Business Plan
Investment Preparation
Website Content
Investment Research
Due Diligence
Wix
WordPress
Adobe InDesign
$25 hourly
Salman C.
- 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!

Business Planning
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
$50 hourly
Ali E.
- 5.0/5
- (87 jobs)
⭐ +120 5 Stars Review 🚀 +35 SaaS Startups 3x and 10x-ed their revenue with our strategy 💰 +$30M 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 SaaS & AI ventures grow revenue to $10M ARR by crafting a tailor-made Go-To-Market that turns your SaaS product into a scalable and reliable Customer Acquisition Machine. 📈 I’m a certified T2D3 B2B SaaS Marketing Leader bringing to your project the best field-tested growth methodology for B2B SaaS: 🎯 This service is a perfect match for you if: 🛠️ You're building a B2B Tech business. ✅ You have the product MVP developed, QA tested, and ready to launch and get early adopters. 🔄 Your business model is focused on recurring revenue. 📈 You are ready to hire the first marketing resource and need a defined strategy and action plan for everyone to follow. 📋 My service includes but is not limited to: 🎯 Ideal Customer Profile (ICP) and Personas 🛤️ Customer's Journey funnel 👥 Customer Personas (For B2B) 🌟 Value Proposition 📡 Channels and messaging 📊 Competitors Market analysis 🏅 Positioning and Competitive Advantage (Vector) 💵 Pricing Strategy and Tiers Structure 📚 Content Funnel and Content Standards 📜 Marketing Assets Specifications 📊 Executive GTM, including all the previous, plus: 📖 An executive marketing playbook includes a step-by-step roadmap to execute the GTM so you can steer operations without the need to hire a full-time CMO. You will be able to manage all functions and hire contractors or agencies efficiently without budget leakage on trial and error. 🎯 Objectives and Key Results (OKR) to track the performance of your marketing functions against the plan and do essential interventions and action plans. 💰 Revenue Modelling & Forecast: ARR & MRR Modelling, including new businesses, MRR expansion, and churn rate required to hit your target. 📩 Please leave me a message so I can send you the details about my process and what customers like about it.

Business Planning
Marketing Management
Lean Startup
Startup Consulting
Investment Strategy
Pitch Deck
Growth Strategy
Business Strategy
Business Plan
SaaS
Go-to-Market Strategy
$45 hourly
Amandeep K.
- 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!

Business Planning
Xero
Business Plan
Financial Planning
Financial Reporting
Intuit QuickBooks
Bookkeeping
General Ledger
Cash Flow Analysis
GAAP
Data Entry
Cash Flow Statement
$135 hourly
Sharn B.
- 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 :)

Business Planning
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
Anthony F.
- 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.

Business Planning
Private Equity
Real Estate Financial Modeling
Investment Banking
Financial Presentation
Management Consulting
Startup Consulting
Business Consulting
Financial Modeling
Business Plan
Company Valuation
$50 hourly
Pouria S.
- 5.0/5
- (2 jobs)
I excel in effectively communicating organizational objectives to your target audience. My approach involves first gaining a thorough understanding of your goals and then creating a well-structured and engaging package of information to convey them. As a consultant, I possess a unique skill set that enables me to create a cohesive project by combining creative copywriting and graphics with professional structure and flow. Furthermore, I exhibit exceptional research skills and can evaluate the feasibility of your project by crunching numbers and providing appropriate recommendations to ensure its success. If necessary, I can also guide you toward redirecting or rebuilding the project from scratch. Furthermore, I leverage my graphic design expertise to produce high-quality work that meets industry standards and caters to your specific needs. Throughout the process, I diligently take detailed notes and employ relevant industry standards to ensure that the final product not only meets but surpasses your expectations. Whether you're seeking to communicate a specific goal or improve your overall business strategy, I am committed to partnering with you to achieve your desired outcomes and take your project to the next level.

Business Planning
Problem Solving
Keynote
Business Plan Writing
Google Slides
Microsoft PowerPoint
Business Presentation
Visual Presentation Design
Pitch Deck
Marketing Presentation
Business Strategy
Strategic Plan
Presentation Design
Project Management
Creative Strategy
Business Plan
$175 hourly
Nola H.
- 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.

Business Planning
CPA
Business Transformation
Change Management
Growth Strategy
Continuous Improvement
Process Improvement
Financial Reporting
Performance Optimization
Financial Management
Management Consulting
Business Plan
Compliance
$70 hourly
Rakshit M.
- 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.

Business Planning
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
Michele R.
- 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

Business Planning
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
$45 hourly
Lisa P.
- 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

Business Planning
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
Mahesh B.
- 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.

Business Planning
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
Zane S.
- 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.

Business Planning
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
Dylan V.
- 5.0/5
- (12 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!

Business Planning
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
James C.
- 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

Business Planning
Press Release
Speech Writing
Business Plan
Article Writing
Content Writing
LinkedIn Profile
Editing & Proofreading
Cover Letter
CV
Resume
$50 hourly
Kazeem B.
- 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!

Business Planning
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
Romain G.
- 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!

Business Planning
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
Joy R.
- 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

Business Planning
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
Joyce L.
- 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.

Business Planning
White Paper Writing
Business Consulting
Business Writing
Grant Writing
Project Management
Business Plan
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