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based on 1,429 client reviews
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $175 hourly
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business
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    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $99 hourly
    I am a financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent every industry and fundraising stage. My clients include major VC's, startups, and multinational corporations. To date, my models have been used to raise more than $1 billion in debt and equity capital. I have significant expertise in the FinTech, SaaS, Ecommerce, Franchise, Manufacturing/logistics, and Energy industries. I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale. Pricing: New models: New models are priced on a fixed-price basis, with premiums being added for complexity and quick turn arounds. This ranges from $1,500-$4,000. The fixed-price includes an initial planning sessions, the first draft of the model, and a loom video walking you through every component of the model. After the first draft has been submitted, all subsequent changes will be billed on an hourly basis. The first draft typically encompasses 80-90% of total work. The first draft typically takes one week to complete, but for a premium price, I am able to turn around models in 2-3 days. Hourly work: hourly work at my profile rate is completed on a first come, first serve basis. Please allow for 2-3 business day turn arounds for requests at this rate. Given the volume of requests I receive, daily iterations are generally not possible. If you would like quicker turn arounds, I offer a priority rate 20% higher than my profile rate. If you hire me at this rate, I will prioritize your requests above all projects at my profile rate and can offer turn around times of 1-2 business days. FAQ's: Q: Do you build 3-statement models? A: Yes! ALL of my models roll-up to 3 balancing financial statements. This is an important quality control check that I use to error-proof my models. For that reason, I am unwilling to build income statement models (no balance sheets/statement of cash flows). Q: Can you provide non-modeling services (pitch decks, accounting, equity research)? A: As a freelancer, my strategy has been to focus on my area of max value-add, which is financial modeling. This has allowed me to scale my skillset to a high level. I am extremely efficient at modeling and am able to add significant value relative to my fees. Although I am capable of building pitch decks and completing other tasks that are expected of generalist financial analysts, my value add is much lower and time spent on these projects takes away from my capacity to take on modeling projects. Thus, I generally do not accept non-modeling requests. If your project includes a non-modeling component, I would recommend hiring a freelancer who specializes in those tasks for that portion of the project, as they will be a better value than me. Q: I already have a model. Can you update it? A: It is almost always the case that building a new model from scratch will be quicker and of a higher quality than attempting to modify an existing model that I didn't build. Thus, I am unwilling to work with existing models. However, an existing model can serve as an excellent starting point for collecting key inputs and planning a new model. Q: Are you available for model updates after the initial model is built? A: Yes! The vast majority of my clients are long-term relationships that began with an initial model build. Once your model is built, I am available to provide ongoing support at a cost that is much lower than hiring a full-time FP&A employee.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Analysis
    Business Plan
  • $20 hourly
    As a Business Consultant, I leverage my certification in Data Analytics and my postgraduate degree in Finance and Marketing to provide high-quality solutions for various clients across different domains. I have over 10 years of experience in research, finance, and project management, with a focus on feasibility studies, business plans, pitch decks, financial analysis, and underwriting of real estate properties. Currently, I am working on multiple projects that involve IT financial management, budget reconciliation, financial discrepancy identification, and project management for different clients. I also have experience in investor relations, fintech, and knowledge transfer software segments. My mission is to help clients achieve their business goals and optimize their performance through data-driven insights and strategic recommendations. Ongoing Projects 1. First-level underwriting of single-family and multi-family properties in the US for multiple clients. 2. Monthly ITFM (IT Financial Management) and Budget reconciliation for Signant Health. 3. Identifying financial discrepancies during the period of COVID for an e-education portal. 4. Project Management and research work for a client based in Germany. 5. Detailed tech research and content creation (white papers) for a client based in the US. 6. Preparation of multiple short pitch decks daily for a Will management company based in Australia. 7. Multiple short-term projects involving preparation of financial presentations and reports, pitch decks, business plans, project management, content creation, data analytics, research, feasibility reports, etc. I have an efficient and highly skilled team to assist in the execution of the above projects. Financial Analysis, Research, and Project Management Upwork · Freelance Aug 2013 - Feb 2021 · 7 yrs 7 mos Bengaluru, Karnataka, India · Remote • Project management and handling of a team underwriting over 80 single-family properties daily for a period of 3 months. • Project Management involving coordination with tech partners for implementation of fintech projects and Research Analysis involving high-level research of financial software. • Preparation of a Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. • Investor research and Account Management for a Private Equity firm engaged in sourcing investors for firms in growth - stage in the Silicon Valley. • Investor research and Account Management for a Venture Capital firm engaged in sourcing investors for firms in the seed/early stage. • First-level underwriting of single-family and multi-family properties in the US for multiple clients. (2019 onwards) • Research and content development for a corporate trainer. • Strategic and marketing advisory services for a blockchain firm. • Consultancy services for multiple start-up projects • Preparation of an Offering Memorandum for a property transaction. • Developed a financial model for an e-vehicle project. • Preparation of a Pitch Deck for a freelancing platform. • Equity-based research and client portfolio reporting. • Detailed study and report on the Foreign Portfolio Investor (FPI) segment in India. • Periodic composite ranking of stocks using customized software and backtesting. • Developed 200+ work plans in the Project Management and Marketing sectors. • Research on African Pharma Industry companies specialized in various segments based on certain specific criteria. • Quantitative and qualitative research on the MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries as part of a feasibility study being undertaken for a client interested in investing in convention centres in Africa. • Publication update – Updating 2017 information on 10 Asian countries concerning the MICE industry in terms of the general economy, top venues, their developments, top organizers, and MICE industry growth. In-depth research on all events organized in these countries concerning the number of exhibitors, visitors, exhibition area, YOY growth, etc. • Research on Food & Beverage wholesalers across various segments in Germany and updating the Food & Beverage industry figures of 15 countries from different government sources for various years. Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) Fortress Financial Services Ltd. · Full-time Jun 2007 - Aug 2009 · 2 yrs 3 mos Mumbai Area, India •Research on  real estate, road, airport, railways, and hospitality sectors in India  • Location Analysis, Commercial & Financial Feasibility of multiple projects • A Report on India: An Economic Power House  • Preparation of bid documents for Airport projects • Actively involved in M&A and JV assignments  • Successfully mentored 3 summer trainees on their summer internship projects • Preparation of business plans.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Microsoft Excel
    Infrastructure as Code
    Microsoft PowerPoint
    Financial Modeling
    Presentations
    Pro Forma Statement
    Financial Report
    Data Analysis
    Qualitative Research
    Real Estate Appraisal
    Finance & Accounting
    Mergers & Acquisitions
  • $100 hourly
    I am a senior finance professional with over 30 years of experience across multiple industries. I have a comprehensive understanding of corporate finance, accounting, cash flow management, financial planning and analysis, financial projections, and modeling. In addition to being a full-time consultant, I am also an adjunct professor of finance at three local universities. I am experienced working with startups and helping them determine financial feasibility and demonstrate value to both equity and debt investors. For growth-stage and established firms, I am a scalable addition to the finance team to be used on an interim or special project basis. My clients find me capable, knowledgeable, a good communicator, and willing to go the extra mile to make their businesses a success. See my client feedback below for more insight into what you can expect from working with me. My goal is to help you be successful. I am looking forward to speaking with you about your needs and how I can help you accomplish your goals. Industries I have experience in include: Commercial Real Estate (including Multi-Family, Retail, Office, Flex-Space, Self Storage, Mobile Home Parks), Residential Real Estate, Manufacturing, Retail including eCommerce, Salons / Spas, Saas, and many others.
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    Business Modeling
    Spreadsheet Software
    Corporate Finance
    Investor Overview
    Financial Modeling
    Cash Flow Modeling
    Budget Management
    Financial Variance Analysis
    Financial Projection
    Microsoft Excel
  • $50 hourly
    I specialize in guiding startups to secure funding by crafting impactful business plans, financial models, and pitch decks. With a proven track record of aiding over 50 startups in various industries to raise $30M+, my focus is on creating documents that resonate with investors. By integrating your startup's narrative into these materials, I ensure a strong emotional connection, leading to more positive investor responses. Workflow for client service: 1. Initial consultation to understand the client's vision and goals. 2. Sharing a comprehensive questionnaire. 3. Commence business planning and pitch deck creation. 4. Share the initial pitch deck/business plan draft for client feedback. 5. Finalize presentation, incorporating client feedback and branding guidelines. 6. Exit meeting with the client. 🌟 SOME KEY TAKEAWAYS FROM MY SERVICE 🌟 ✅ Value Added Deliveries: This is core to my work as a startup consultant. My focus is on GIVING more than what I expect to RECEIVE. I take pride in leaving all of my Clients saying "WOW" ✅ Responsiveness: Being extremely responsive and keeping all lines of communication readily open with my Clients. ✅ Resilience: Reach out to any of my Current or Former Clients and ask them about my Resilience. Any issue that my Clients face, I attack them and find a SOLUTION. The 🏆Client Reviews🏆 below which you will find in my reviews section and numerous others like it, describes the quality of work and value that you can expect from working with me: "𝑶𝒎𝒂𝒓 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒐𝒐𝒅 𝒕𝒉𝒆 𝒓𝒆𝒒𝒖𝒊𝒓𝒆𝒎𝒆𝒏𝒕𝒔 𝒘𝒆𝒍𝒍, 𝒔𝒑𝒆𝒏𝒕 𝒂 𝒍𝒐𝒕 𝒐𝒇 𝒕𝒊𝒎𝒆 𝒘𝒂𝒍𝒌𝒊𝒏𝒈 𝒎𝒆 𝒕𝒉𝒓𝒐𝒖𝒈𝒉 𝒕𝒉𝒆 𝒑𝒓𝒐𝒄𝒆𝒔𝒔 𝒂𝒏𝒅 𝒎𝒆𝒕 𝒂𝒏 𝒊𝒎𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆 𝒕𝒊𝒎𝒆𝒍𝒊𝒏𝒆. 𝑰 𝒘𝒊𝒍𝒍 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝒉𝒊𝒎 𝒂𝒏𝒚 𝒅𝒂𝒚 ." "𝑶𝒎𝒂𝒓 𝒉𝒂𝒔 𝒄𝒐𝒎𝒑𝒍𝒆𝒕𝒆𝒅 𝒕𝒉𝒆 𝒂𝒔𝒔𝒊𝒈𝒏𝒆𝒅 𝒔𝒄𝒐𝒑𝒆 𝒂𝒏𝒅 𝒑𝒐𝒊𝒔𝒆 𝒏𝒐𝒕 𝒐𝒏𝒍𝒚 𝒑𝒂𝒕𝒊𝒆𝒏𝒄𝒆, 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍𝒊𝒔𝒎 𝒂𝒏𝒅 𝒈𝒓𝒆𝒂𝒕 𝒕𝒊𝒎𝒆 𝒎𝒂𝒏𝒂𝒈𝒆𝒎𝒆𝒏𝒕 𝒔𝒌𝒊𝒍𝒍𝒔. 𝑾𝒆 𝒘𝒐𝒖𝒍𝒅 𝒍𝒐𝒗𝒆 𝒕𝒐 𝒄𝒐𝒏𝒕𝒊𝒏𝒖𝒆 𝒐𝒖𝒓 𝒘𝒐𝒓𝒌𝒊𝒏𝒈 𝒓𝒆𝒍𝒂𝒕𝒊𝒐𝒏𝒔𝒉𝒊𝒑 𝒊𝒏 𝒕𝒉𝒆 𝒏𝒆𝒂𝒓 𝒇𝒖𝒕𝒖𝒓𝒆." "𝑷𝒍𝒆𝒂𝒔𝒖𝒓𝒆 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉, 𝒎𝒂𝒅𝒆 𝒉𝒊𝒎𝒔𝒆𝒍𝒇 𝒂𝒗𝒂𝒊𝒍𝒂𝒃𝒍𝒆 𝒐𝒇𝒇 𝒉𝒐𝒖𝒓𝒔 𝒅𝒖𝒆 𝒕𝒐 𝒐𝒖𝒓 𝒕𝒊𝒎𝒆 𝒅𝒊𝒇𝒇𝒆𝒓𝒆𝒏𝒄𝒆𝒔 𝒂𝒏𝒅 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒕𝒉𝒆 𝒇𝒊𝒏𝒊𝒔𝒉 𝒑𝒓𝒐𝒅𝒖𝒄𝒕 𝒐𝒏 𝒕𝒊𝒎𝒆 𝒂𝒏𝒅 𝒂𝒔 𝒆𝒙𝒑𝒆𝒄𝒕𝒆𝒅." I specialize in the following: - Startup Advisory - Business Plans - Pitch Decks - Business Strategy - Financial Modeling for fundraising - Financial Modeling for internal planning - Business Valuation - DCF Modeling - IRR and Return Modeling - Mergers & Acquisitions - Financial Projections & Forecasts - Virtual CFO Services Let's collaborate to shape your investor documents for success!
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    SaaS
    Venture Capital Consulting
    Microsoft Word
    Financial Reporting
    Financial Modeling
    Forecasting
    Business Plan
    Financial Analysis
    Management Consulting
    Microsoft Excel
  • $79 hourly
    As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will Lyons
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    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Report
  • $150 hourly
    🚀 On a Mission to Accelerate Your Business toward Financial Health & Success through Strategic Planning & Financial Management 📊 Countless Financial Models Created, $3B of Deal Flow Directly Managed, 500+ Businesses Evaluated 🛒 Comprehensive & Integrated Services - Take Care of Your Fractional CFO, CPA-Managed Bookkeeping, Tax, Payroll & Financial Reporting with a Single Partnership We are Industry Agnostic, QuickBooks Pro-Advisor-Certified and Ready to Support Startups & Small Businesses of All Sizes ✅ What Sets Us Apart: ⭐ Strategic Partnership - We Learn Your Company, Strengthen Your Business Plan & Work to Position You for Success. ⭐ Customizable - Tailored Packages Based on the Model You Need. ⭐ Insider Perspective - Deep Buy and Sell-Side M&A and Fundraising Experience. Owned and Operated Businesses from $0 to $500M in Revenue. Select Services: Fractional CFO | Financial Management | FMVA-Certified Financial Modeling & Analysis | Strategy & Corporate Development | Bookkeeping | Tax Preparation & Strategy | Payroll Processing | Financial Reporting | Startup Support | New Business Entity Setup | Exit Planning | Mergers & Acquisitions | Small Business Consulting *Please note that we only have capacity to bring on one additional client each month. We look for long-term relationships with growth-minded, collaborative clients. **FYI, this quoted $150/hour rate is for our CFO and consulting services. Our bookkeeping rate is $50/hour. Our financial modeling rate is $100/hour.
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    Financial Modeling
    Fundraising
    Corporate Strategy
    Financial Management
    Product Strategy
    Corporate Finance
    Business Modeling
    Program Management
    Team Management
    Investment Banking
    Management Consulting
    Business Analysis
    Strategy
    Mergers & Acquisitions
  • $200 hourly
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
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    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Private Equity
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $125 hourly
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $245 hourly
    Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
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    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Due Diligence
    Startup Consulting
    Financial Statement
    Valuation
    Mergers & Acquisitions
    Strategic Plan
    Leadership Development
    Income Statement
  • $60 hourly
    𝟮𝟰+𝗦𝗮𝘁𝗶𝘀𝗳𝗶𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁𝘀🙌🏽 | 𝗙𝗠𝗩𝗔 & 𝗔𝗖𝗖𝗔🎖️ | 𝗬𝗖 & 𝗧𝗲𝗰𝗵𝘀𝘁𝗮𝗿𝘀 𝗔𝗹𝘂𝗺𝗻𝘂𝘀🎖️ | 𝗧𝗲𝗰𝗵 & 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗙𝗼𝗰𝘂𝘀𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 Industry/Sectors- 𝗙𝗶𝗻𝗧𝗲𝗰𝗵, 𝗘𝗱𝗧𝗲𝗰𝗵, 𝗛𝗲𝗮𝗹𝘁𝗵𝗧𝗲𝗰𝗵, 𝗔𝗴𝗿𝗶𝗧𝗲𝗰𝗵, 𝗜𝗻𝘀𝘂𝗿𝗧𝗲𝗰𝗵, 𝗔𝗱𝗧𝗲𝗰𝗵, 𝗘-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲, & 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 Business Models: 𝗦𝗮𝗮𝗦, 𝗣𝗮𝗮𝗦, 𝗜𝗮𝗮𝗦, Other 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻-𝗕𝗮𝘀𝗲𝗱, 𝗘-𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲, 𝗖𝗼-𝗹𝗶𝘃𝗶𝗻𝗴, 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗱, 𝗥𝗲𝘁𝗮𝗶𝗹, & 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹. 𝗜𝗳 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝗮 𝗧𝗼𝗽-𝗻𝗼𝘁𝗰𝗵 𝗗𝗿𝗶𝘃𝗲𝗿-𝗕𝗮𝘀𝗲𝗱 𝗗𝗲𝘁𝗮𝗶𝗹𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝗦𝘁𝗮𝗿𝘁𝘂𝗽 or 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗿𝗼𝗷𝗲𝗰𝘁, 𝘁𝗵𝗲𝗻 𝗟𝗲𝘁’𝘀 𝗵𝗮𝘃𝗲 𝗮 𝗤𝘂𝗶𝗰𝗸 𝗠𝗲𝗲𝘁𝗶𝗻𝗴 🫱🏻‍🫲🏽
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Pro Forma Statement
    Real Estate Financial Model
    Real Estate Financial Modeling
    Financial Projection
    Cash Flow Modeling
    Discounted Cash Flow
    Company Valuation
    Financial Planning
    Financial Modeling
    Financial Analysis
  • $125 hourly
    🏆 UPWORK TOP RATED PLUS🏆 If you want to raise capital or supercharge your business growth, I can help. I have worked with 130+ companies, raised $60M+ and achieved multiple successful acquisitions for my clients. 🌟 The founders I work with are pitching at the highest level. I help them crush it: ● "I got the deal in the room!" [Plug and Play] ● “The deck is terrific, definitely sparks more interest" [Tiger Global] ● “We just received the term sheet. All terms accepted." [Successful M&A exit] My specialities include: ✔️ Investor-ready Financial Models ✔️ Wall Street-level Business Plans & Pitch Decks ✔️ Startup and Business Valuations ✔️ Cashflow Modelling ✔️ Custom KPI forecasts and dashboards ✔️ Investment Memorandums (IM) and Teasers My background: 🏆 B.A. Economics & Management, Oxford University 🏆 8+ years in elite Banking & Consulting roles (UBS, Funds worth $2B+) 🏆 110+ Financial Models, 60+ Pitch Decks, 30+ fundraises (total $60M+) completed 🏆 Excel expert, 10+ years professional experience 🏆 Native English Speaker Feel free to reach out with any questions, no matter how early your project is. I always enjoy talking with founders and would be delighted to brainstorm ideas with you.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Analysis
    Business Strategy
    Startup Consulting
    Microsoft PowerPoint
    Financial Reporting
    Fundraising
    Valuation
    Business Modeling
    Financial Model
    Pitch Deck
    Financial Plan
    Business Plan
    Business Consulting
    Financial Projection
    Microsoft Excel
  • $150 hourly
    I help entrepreneurs get from their current state to some desired future state. I run a business consulting firm called The Business Sherpas because getting to a successful outcome is a lot like climbing a mountain. It's always a tricky endeavor with lots of ways to go wrong, but if you have a guide, then your chances are greatly improved. Business is my mountain, and I know it like the back of my hand. I can help you with Strategy, Planning, and Execution. I use the fact-based, analytical approach used by the major consulting firms, but bring a more personalized touch for small and medium businesses. Businesses need different types of help. Sometimes that's strategy work like business plans, financial models, and go-to-market strategy, sometimes that's operational help like being a fractional COO or project management, and sometimes it's finding the right expert in a functional area to help you with one aspect of your business. I have been helping companies for 10+ years. From startup to Fortune 100, from no revenue to millions, I've helped them all, and I can help you. About me: • trained software engineer of 20 years • management consultant of 10+ years • serial entrepreneur • MBA, University of Chicago, Booth School of Business • Financial and Business Modeling Cert. - Wharton • Tech Entrepreneurship Cert. - Stanford • Data Science Cert. - Johns Hopkins In addition to my consulting work, I have also been on the founding team of several startups - two of them tech based, and mentor a number of others. You can have confidence that my advice and help is based on real world experience, not just theory. Contact me if you need help. My initial consultations are always FREE because I want to be sure I am the right fit for your situation. I generally also charge a fixed fee for my services so you know ahead of time what the project will cost and whether it fits in your budget. No surprise invoices from me! Business consulting services include: • Business Strategy • Financial Modeling • Marketing Strategy • Go to Market Strategy • Project Management • Business Plans • Pitch Deck Some of my past large clients include: • JP Morgan Chase • Aetna • ADP • 3M • Mural Past projects in the following industries: • Healthcare • Renewable Energy • E-commerce • IT Services • Financial Services • Logistics • CPG • SaaS • Insurance • Hi Tech • Non-profit • Beverages • Software • Mobile • Cosmetics • Blockchain
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    Market Research
    Financial Modeling
    Marketing Strategy
    Management Consulting
    Corporate Strategy
    Startup Consulting
    Business Modeling
    Process Improvement
    Product Design
    Product Management
  • $78 hourly
    Hello, this is Mark Shi from Hong Kong. I developed my 15+ year career in finance, with two tracks, one in portfolio management and one in VC investments. For portfolio management, I worked as CIO and director for hedge funds, with experiences managing 1Bn+ portfolio from 2016 to 2020. For VC investments, I served as CFO / finance consultants for startup companies which are VC investments. My professional capabilities in finance include financial analysis, financial modeling, business research, strategic planning, fundraising, investor relation, internal/management reporting, as well as portfolio management. With both Japanese and Chinese language skills, I can execute jobs into these two markets with great familiarity.
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    Investment Research
    Equity Research
  • $30 hourly
    Result-driven litigation support, forensic expert testimony in financial disputes and accounting frauds, business valuations. 🏆 100% Satisfied Clients 🏆 Big4 Experienced Accountants 🏆 Accountants with Law background 🏆 Internationally Qualified in Accounting 🏆 All 5 Star Ratings Through Outcare India Pvt Ltd incorporated in 2017, we offer accounting, regulatory, tax, financial analysis & modeling business advisory created by Big-4 and MNC professionals with a collective experience of more than 20 years. Our service offering also includes: ✅ Book-keeping including books cleanup, closing activities ✅ Accounting System / Process setup ✅ Business Valuations (DCF, Asset approach, Market value) ✅ AR & AP Management ✅ Payroll Processing ✅ Preparing Balance Sheet, Profit & Loss, and Cash flow statement ✅ Management Accounts ✅ Budgeting and Analysis ✅ Tax Advisory Services ✅ Financial Modeling & Analysis Our team has expertise in pharmaceuticals, construction, recruitment, engineering, healthcare, retail market, professional and IT services, food business, and Power and Oil & Gas. 📞 Get in touch 📞
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Data Analysis
    Alternative Dispute Resolution
    Legal Writing
    Forensic Accounting
    Commercial Litigation
    Fraud Detection
    Balance Sheet
    Intuit QuickBooks
  • $75 hourly
    Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analytics
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Analysis
    Business Plan
    Financial Writing
    Investment Research
    Financial Modeling
    Financial Planning
    Microsoft Excel
    Data Analysis
    Report Writing
  • $145 hourly
    18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Investment Research
    Startup Consulting
    Business Strategy
    Business Modeling
    Managerial Finance
    Business Writing
    Corporate Finance
    Investment Banking
    Business Management
    Business Analysis
    Financial Modeling
    Business Plan
  • $99 hourly
    Is your business ready for growth and clarity? As a seasoned Fractional CFO with over 10 years of experience, I have honed my skills in financial management, strategic planning, and operational efficiency to help businesses reach their full potential. I specialize in helping start-ups and mid-sized businesses streamline their financial operations and align their financial strategies with their business goals. My passion is providing the financial leadership and acumen needed to drive growth, improve performance, and increase profitability. I thrive on the challenge of turning financial data into strategic insights that drive business decision-making. At this point in my career, I’ve worked with hundreds of clients, and just about every one of them has been completely satisfied with my service. The key to this success is delivering a massive return on investment (ROI). With my extensive experience in financial management, I have developed a deep expertise in identifying and implementing cost-saving measures, maximizing revenue streams, and optimizing budget allocation. My approach is rooted in thorough data analysis and strategic planning to ensure long-term sustainability and growth for businesses of all sizes. One of my key strengths is my ability to adapt to a wide range of industries. I have successfully navigated the unique financial landscapes of various sectors, from SaaS and manufacturing to breweries and Amazon retailers, tailoring my approach to fit each one's distinct needs. This adaptability has not only honed my versatility but has also equipped me with a broad understanding of diverse business models and market dynamics. This cross-industry experience allows me to bring fresh, interdisciplinary perspectives to the table, helping businesses to innovate and stay ahead of the curve. If you're looking to outsource your financial needs, I would love to discuss how I can assist you. Let's connect and have a quick chat about the value I can bring to your business and how I can help your business reach its full potential.
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    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Microsoft Excel
  • $30 hourly
    Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    List Building
    Company Research
    Investment Banking
    Investor Overview
    Market Analysis
    Market Segmentation Research
    Financial Modeling
    Financial Analysis
    Pitchbook
    Management Consulting
    Data Scraping
    Private Equity
    Business Plan
  • $120 hourly
    12+ years of experience as VC, Banker, Consultant & CFO with unmatched expertise in fundraising, financial modeling, and storytelling. Helped to raise over $200 million for startups and scale-ups (pre-seed to Series D) with hands-on advice, pitch deck, financial modeling, presentation design, and investor outreach. My clients have a LOT to say about me: ✅ "I can honestly say Aman is among the best. If you have the opportunity to work with Aman, I say go for it! " - CEO of eCommerce Company after working for 900+ hours over 4 years and 3 Fundraising rounds. ✅ "Aman did fantastic work on the financial model in a very short time" - a B2B SaaS founder successfully raised $10M+ Series A round ✅ "Aman did a great job for us over many projects. We'd love to work with him again." - VC with multiple portfolio companies raising next round of funding (worked 500+ hours). 🔢 My stats: ● # Top 1% globally on Upwork in the entire Finance category ● $200M+ raised: SAFE, equity, convertible, debt, bridge, mezz ● 150+ Project Executed ● 50+ Fundraising Pitch Decks delivered ● 5,000+ hours of financial planning & modelling experience ●Worked with clients across the globe (US, UK, Europe, GCC, and South East Asia) Worked with 100+ startups across B2B SaaS, B2C SaaS, eCommerce, Fintech, edTech, HRTech, MedTech, AI/ML, HealthTech, Cleantech, Proptech, Crypto, Gaming, Media & Entertainment, QSR and Retail. Helped startups and scale-ups raise over $200 million in funding from pre-seed to Series D rounds, further, I have also worked with investors evaluating startups and helped in investing over $60 million of capital. Have worked extensively on Real Estate underwriting projects evaluating collectively over $2 Billion worth of projects. ⚙️My Approach - Collaborative approach with pre-engagement discussion to understand business/startup - Comprehensive strategy development and tailored advisory (no cookie-cutter approaches) - Investment-grade documents and cohesive storytelling that resonates with VCs and what they want - Personalised approach to each project, not outsourcing or sub-contracting 🛠️Areas of Expertise: 1) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & and forecasts, etc. 2) Fund Raising and investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 3) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 4) Real Estate/PE - Detailed Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, transaction pitch decks, fund theme presentation, fund structures, etc. 5) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc. I have completed my MBA from the Indian Institute of Management and ESCP-Europe, the most prestigious and reputed academic institution in India and Europe.
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    SaaS
    Real Estate Appraisal
    Ecommerce
    Financial Planning
    Business Research
    Financial Analysis
    Startup Consulting
    Microsoft Excel
    Pitch Deck
    Financial Modeling
    Microsoft PowerPoint
    Business Plan
    Fundraising
    Venture Capital Consulting
    Market Research
  • $70 hourly
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $100 hourly
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 17 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Investment Banking
    Microsoft Excel
    Financial Projection
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus + over $1 million in Earnings I offer Complete CFO Support Services. The goal is to become a one stop finance, business planning and accounting solution for your company. We love working with Fractional CFOs, Coaches, Lawyers, Bankers and Consultants. We are trusted white label partners for over a decade for some of our clients. (Happy to sign NDA and Non circumvention agreements to protect your IP). Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom (FathomHQ) and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
  • $150 hourly
    My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - 25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Plan
    Industry Research
    Business Consulting
    Investment Research
    Marketing Strategy
    Financial Analysis
    SaaS
    Pitch Deck
    Market Analysis
    Startup Consulting
    Equity Research
    Venture Capital
    Proposal Writing
    Content Writing
    Financial Writing
  • $75 hourly
    American, native English speaking corporate finance professional with over 24 years of uniquely broad and well-rounded analytical and managerial experience. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions and services in the areas of financial analysis, financial modeling, budgeting, dashboards, financial projections, investment research and analysis, accounting, business plan and pitch deck content & design, investor presentations, report automation and much more. My work product is always high-quality and professional. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is both expected and given so satisfaction for me really comes from helping good people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible benefit(s) from the work I deliver. If you have important work that you need done right then we ought to talk.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Balance Sheet
    Bank Reconciliation
    Managerial Finance
    Bookkeeping
    Content Writing
    Financial Prospectus Writing
    Corporate Finance
    System Automation
    Financial Accounting
    Financial Management
    Business Analysis
    Financial Modeling
    Business Plan
    Financial Analysis
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