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Rating is 4.9 out of 5.
4.9/5
based on 1,429 client reviews
  2. Finance & Accounting Talent
  3. Business Analysts
  4. (Current) Business Valuation Specialists
  • $175 hourly

    • 5.0/5
    • (273 jobs)
    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 * Cryptocurrency/Bitcoin 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) * 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) 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 * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - 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 - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $160 hourly

    • 5.0/5
    • (326 jobs)
    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
  • $99 hourly

    • 4.9/5
    • (174 jobs)
    I am a driven 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 almost every industry and range in size from startup to corporations. My clients include major VC's and startups and my models have been used to raise more than $1 billion in debt and equity capital. I am a CFA Charterholder and possess all the required qualifications to complete 409A valuations. I am a modeling expert in the following industries: - Ecommerce - SaaS - Energy - Manufacturing and logistics - FinTech/Lending Financial modeling: 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.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Analysis
    Business Plan
  • $89 hourly

    • 4.8/5
    • (451 jobs)
    Investor-Ready Business Plans/Financial Models/Pitch Decks/Cap Tables As a corporate CFO, Wall Street banker, Director of Equity Research and senior commercial 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. I know what a serious professional or angel investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will seriously consider providing you with the money you need to build your business. In close collaboration with you I will create any of 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.") I will build your customized 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 unique forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Microsoft Office applications, please let me know. I do not create Google documents, though I am happy to use them as sources of information.) 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. 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 18 - 20 work hours (add 10% - 25% for multiple products or services, multiple target customer groups, various complexities, etc.). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires an additional 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 or once your payment method is verified by Upwork, whichever is sooner. 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 $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 (10 business days or less): 50%, 48-hour Rush Projects: 100% premium. I do not typically work on a fixed price basis for these documents for start-ups due to the uncertainty in regards to how much work will be required. All of my work time, including all phone or Zoom 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 the details of your business planning. 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 Ocala, Florida (USA)
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Executive Summary
    Business Proposal Writing
    Business Planning & Strategy
    Business Writing
    Business Plan
    Financial Analysis
    Business Analysis
    Financial Modeling
    Business Modeling
    Financial Report
  • $25 hourly

    • 5.0/5
    • (11 jobs)
    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 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
  • $100 hourly

    • 5.0/5
    • (169 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Modeling
    Spreadsheet Software
    Corporate Finance
    Investor Overview
    Financial Modeling
    Cash Flow Modeling
    Budget Management
    Financial Variance Analysis
    Financial Projection
    Microsoft Excel
  • $200 hourly

    • 4.9/5
    • (126 jobs)
    17 years of experience with 200+ clients between pre-seed and series B in the US/UK/EU across SaaS, Fintech, Biotech companies and many more in AI/ML, EdTech, and beyond - resulting in $1.4B+ in transactions. Are you looking for an expert valuation for a tech company by someone who knows the tech industry? Do you need a financial model for your tech startup? Are you exhausted from the fundraising process? This is where I come in... My financial modeling and valuation services are designed to meet the specific needs of tech companies like yours by providing: - Top-notch models showing your key business drivers and assumptions for easy scenario testing - Tailored valuations establishing your company’s intrinsic value compared to relevant peers I put clients in the best position possible when pitching investors, planning M&A, or making strategic decisions. Click on the green 'Invite" button on the top right corner so we can set a short call to talk some more about your specific needs.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Venture Capital Consulting
    Financial Analysis
    Valuation
    Mergers & Acquisitions
    Business Plan
    Business Analysis
    Due Diligence
    Company Valuation
    Investment Research
    Startup Consulting
    Financial Modeling
    Management Consulting
  • $135 hourly

    • 4.1/5
    • (65 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $200 hourly

    • 5.0/5
    • (48 jobs)
    * 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.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Private Equity
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $200 hourly

    • 4.9/5
    • (207 jobs)
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $70 hourly

    • 5.0/5
    • (59 jobs)
    20+ years experience as a Financial Analyst, including the last 7 years as a full time freelancer and contractor assisting clients with all their financial analysis needs. I specialize in financial modelling, including : • Building 3-statement financial models for capital raising and cash flow forecasting • Preparing annual budgets and forecasts • Monthly reporting and variance analysis • Constructing pricing models • DCF analysis and business valuations • Automation of financial reporting process Industries i have worked with include banking, insurance, health, software, retailing, e-commerce, beverage, manufacturing, SaaS, and land development.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Management Accounting
    Financial Modeling
    Cash Flow Modeling
    Data Analysis
    Business Modeling
    Financial Analysis
    Financial Reporting
    Business Analysis
    Budget Management
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (70 jobs)
    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
  • $25 hourly

    • 4.7/5
    • (203 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, 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 14 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
  • $75 hourly

    • 4.9/5
    • (83 jobs)
    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
  • $50 hourly

    • 4.9/5
    • (158 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***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 revenue 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
  • $40 hourly

    • 4.8/5
    • (684 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. 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. We also offer white label solutions to consultants, coaches, lawyers and bankers. 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 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
  • $60 hourly

    • 5.0/5
    • (259 jobs)
    I build clear, easy-to-use FINANCIAL MODELS that showcase your BUSINESS's potential and help you get a FUNDING. 🟢 Financial Modeling Development: The investor-ready best practices Financial Models reflect your strategy and action plan, with critical metrics, valuation, and funding roadmap. For startup founders and small business owners, the Financial Model is a fundamental tool for managing the business and making educated business decisions about the company's future. 🟢Business Budgeting: Put, maintaining an excellent short- and long-range financial plan enables you to control your cash flow instead of having it manage you. 🟢Financial Analysis and Reporting: Set up regular health checks for the business by producing a balance sheet, profit and loss statement, aged payables report, aged receivables report, and a cash flow forecast. Find the levers that affect the proper health of the business. 📈 An expert in Financial Modeling and Analysis, I am a qualified chartered accountant, and I have ten years of experience in preparing and proofreading financial statements and reports. I provide Financial Modeling and Financial Analysis to help owners and executives to meet their needs and make the right business decisions. 💻My core competency lies with a strong foundation in financial and costs accounting knowledge for SaaS, E-Commerce, Marketplaces, Apps If you are looking for a professional financial modeling service ... then you come to the right place. If any of that is what your need, message me. Core Experiences: ✅ Financial Modeling and Forecasting ✅Financial Statement Preparation/Analysis ✅Budgeting & Cost controlling ✅Business valuation ✅Financial analysis Customers: ✈️ New Startups 🚀 Growing Startups 🏢 Established Companies
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Company Valuation
    Startup Consulting
    Bookkeeping
    Financial Analysis
    Financial Modeling
    Google Sheets
    Corporate Finance
    Financial Model
    Financial Accounting
    Financial Report
    Microsoft Excel
  • $40 hourly

    • 4.9/5
    • (1,916 jobs)
    I have assisted clients with raising millions in funding by preparing by business plans, financial models and pitch decks. This is what sets me apart from other freelancers in the business planning category: ✅ Unlimited revisions without any additional charges ✅ Multiple design templates to choose from ✅ Free consultation regarding fundraising ✅ Mulitple versions (for banks and VCs without any additional charges) ✅ Meetings with investors if required. ✅ Prepared more than 1,400 successful business plans, pitch decks, and financial models.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Writing
    Business Plan
    Business Analysis
    Business
    Financial Presentation
    Financial Modeling
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $60 hourly

    • 5.0/5
    • (146 jobs)
    ✦ My clients have secured more than $65M in funding ✦ ✅ TOP RATED PLUS ✅ MBA from Webster University, San Diego, California ✅ BSC Aeronautical Engineering Technology from Purdue University, West Lafayette, Indiana ✅ Expert in creating Investor-Ready Business Plans, Financial Models, Pitch Decks and presentations. ✅ Providing advanced financial modeling and forecasting, I am able to provide you with Comprehensive, Easy-to-Use Interactive Financial Models which can be presented to Angel Investors/VCs/Banks with all financial statements, projections and metrics. Specializing in: - Business Plans + Pitch Decks - Financial Modeling & Projections - Feasibility Studies - Digital Transformation Strategies - Commercial + Lease Agreement Drafting/Review ___________________________________ - Excellent Written and Spoken English & Arabic - Committed to successful completion of projects within provided timeline - Project updates provided on a regular basis. ___________________________________
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Feasibility Study
    Cash Flow Modeling
    Financial Report
    Business Plan
    Budget Planning
    Business Consulting
    Financial Plan
    Market Research
    Business Planning & Strategy
    Financial Model
    Contract Drafting
    FinTech Consulting
    Strategy
    Management Consulting
  • $225 hourly

    • 5.0/5
    • (19 jobs)
    **100% Upwork client success score - top rated** **20+ positive reviews on Google - check out Washington Business Brokers LLC** You are an expert on your business. We are experts on the process of selling a business. Expect market knowledge, transaction / process expertise, and results. MBA, CPA, and licensed Commercial Real Estate Broker. Hello! I am a business broker and founder of Washington Business Brokers LLC. I’m a licensed CPA, possess a top 20 MBA, licensed commercial real estate broker and have years of experience as both a financial analyst and auditor. I’m proficient reviewing financial statements, tax returns, and (importantly) identifying non-recurring expenses and add-backs that will need to be accounted for to arrive at a true understanding of the cash flows of a private business. I can assist you with valuation multiples based on revenue, gross profit, EBITDA, discretionary earnings, and other financial metrics. In addition, I can assist you as a business owner in assessing and preparing your company for optimal value in a sale. Business owners need valuations and market comparables for a variety of reasons beyond selling their business, including when buying out or bringing in a partner, to review eligibility for a commercial loan, private wealth & estate planning, divorce, etc. Our strategic advisor at Washington Business Brokers, Glen Cooper, has sold 500+ businesses in his career and is a nationally recognized expert and trainer in selling private businesses. In addition to being a licensed CPA I am a member of the International Business Brokerage Association; through this membership ($500 / year) I have access to a number of valuation tools and transaction comps that may be of value to you. I subscribe to DealStats ($1,500 / year), the gold standard used by deal experts, business brokers, CPAs, and transaction attorneys in valuing private businesses. It contains comparables on 35,000+ businesses. In addition, I have access to BizComps, another valuation tool with comparables on 14,000+ businesses. Beyond these I have access to 500+ industry guides and rules of thumb through the Business Reference Guide and a network of seasoned business brokers that have represented and sold thousands of businesses over 40+ years. You can expect transaction expertise and market knowledge. Glad to have a quick video call to learn more about you, your business, and what you need. Frequent questions: Documents needed for a valuation? • Profit & Loss (3 years - 2020, 2021, and 2022) and 2023 YTD – Excel please • Balance Sheet (3 years) and recent for 2023 – Excel please • IRS filings including all supplemental schedules (3 years) • Any internal sales reporting that details breakdown of revenue by product line, channel, customer, etc. (some businesses have a mix of product vs service revenue that we may apply different valuation metrics to; this sales reporting also helps us understand the lines of business and identify appropriate comparable transactions) – Excel please • Context on any associated real estate (if leased space, copy of current lease(s)) How long does it take? I work on an hourly basis, once I learn a little about the business (industry, size, revenue, profitability) and the types of financial documents you possess I will be able to give you a time estimate. I can generally move quickly if your documents are organized and you are responsive to questions about the financials and operating model. I've valued a $500k revenue gym in 5 hours and a $45M revenue professional services business in 21 hours. 10 hours is a reasonable expectation. I have multiple clients / owners that I work with at a time, some are able to easily and quickly respond to questions about the financials, others need time to get answers from their employees, CPA, etc. What to expect and more on our background Check out the "Business Valuation 101" and "Business Valuation 401" posts on our site (Washington Business Brokers) for what you can expect. Unfortunately Upwork will not let us link to it directly - the site is wabusinessbrokers dot com. We are easy to find online, you can read more about us at our site and/or via LinkedIn to better understand experience, credentials, and background. In addition to the reviews here on Upwork, there are a number of positive reviews from past and current clients / owners on our Google My Business profile - simply Google "Washington Business Brokers" to find us (again, can't share a link on Upwork). Cheers and thank you for reading! Ryan Hemmert CPA, MBA, Business Broker / Founder at Washington Business Brokers LLC And finally, a couple caveats: I do not provide tax or legal advisory services. Valuing a pre-revenue and/or unprofitable start-up is far more of an art than a science; it is not our area of expertise.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Company Valuation
    Due Diligence
    Go-to-Market Strategy
    CPA
    Business Strategy
    Acquisitions
    Financial Analysis
    Cash Flow Analysis
    Business Analysis
    Management Consulting
    Mergers & Acquisitions
  • $125 hourly

    • 5.0/5
    • (58 jobs)
    Hello, 你好, Buongiorno！ Are you looking for strategic help with your project or portfolio? Rigorous, dynamic business or financial consulting? I am here to help you achieve your business and investment goals! Background Highlights: - Former equity research analyst (Goldman Sachs, JPMorgan, WRHambrecht) - Fully fluent in English, Chinese, and Italian - Lead analyst for TSMC landmark ADR listing while at Goldman Sachs - Helped raise $20bn for technology companies as part of JPMorgan tech team - Trusted source for top tier institutional investors on IC and related stocks - 25 years of personal investment experience - Consulted for startups in software, food tech, mobile app, and solar - Created global media brand with 4 mn followers from scratch - 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
  • $125 hourly

    • 4.8/5
    • (9 jobs)
    With over 20 years of experience in international business, I have developed and executed growth plans for various industries, including SaaS, Edtech, international brand expansion and management, distribution and logistics, real estate, and import/export ventures. I am also the President of Neonom Digital Solutions, a multidisciplinary agency that serves as a strategic partner for clients across the Americas, from Canada to Argentina. My team and I specialize in introducing innovative growth strategies tailored to diverse markets, shaping and elevating clients' brand images through sophisticated campaigns, and providing fractional leadership roles for clients' distribution networks. In addition, I leverage my content operations management and EdTech consulting skills to optimize the performance and quality of online learning platforms. My mission is to guide enterprises in growing and expanding into fully functional international businesses, leveraging the dynamics of tech-driven enterprises.
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    Sales
    Relationship Management
    Sourcing
    B2B Marketing
    International Marketing
    Business Consulting
    Business Strategy
    International Business
    International Sales
    Financial Planning
    Business Development
    Financial Analysis
    Business Plan
    Strategic Plan
  • $175 hourly

    • 5.0/5
    • (19 jobs)
    Salutations. I'm a former entrepreneur who found a passion for finance and M&A after starting and selling a few businesses over the years. Now, I advise other entrepreneurs on buying or selling businesses, and operate as a Fractional CFO for a few select clients. I'm not the Harvard-Wharton-McKinsey-Goldman corporate guy who manages from a spreadsheet. I'm a guy with a resume built on hard success from starting and selling my own businesses, leading teams, raising capital, and advising dozens of business owners on doing the same. In short: I'm the guy who can help you get shit done with your finances quickly & effectively. In total I've founded & lead 4 companies with 2 exits and worked with 100+ leadership teams ranging from startups to PE-backed SMBs to large multinational corporations. All while working remotely. Some specific things I can help you with: - Navigating the M&A process - LOI to Due Diligence to closing (buy-side) - Post-close integration (buy-side) - Valuation (sell-side) - Preparing to sell your company (sell-side) - Creation of pitch deck / CIM / business overview (sell-side) - Financial planning & budgeting - Raising debt/equity capital - Cashflow management - Financial control - Debt restructuring - Managing A/R & A/P - Managing your bookkeeping/accounting team - Analyzing and presenting key financial information to management & the board - Business strategy - Managing strategic objectives to completion - Operational Excellence Here's what some of my clients say about me: "Andrew has a knack for pushing the envelope and having it actually work. I watched over and over again as he brought fresh ideas and initiatives into fruition that directly translated into ROI... Andrew is a blast to work with. He's witty, hyper intelligent, and above all else, he genuinely cares about the people that are in front of and alongside him. 10/10." - President, SpeakerFlow "Working with Andrew has been a fantastic experience. I'm grateful to have him as part of the team! He brings great ideas to the table, keeps things organized, and sees his initiatives through. I would highly recommend Andrew and his partners for any project that you may have - you won't regret it!" - Senior Sales & Marketing Manager, CoolBot "Andrew is genuine. He offers information transparently, and in an accessible way - even if you don't have prior [technical] knowledge. Highly recommend Andrew and his team." - Founder & President, BELA / TCF "Andrew has developed and implemented several key projects and initiatives with our team in recent years and has simply exceeded expectations at every juncture... always with stellar results. Identify a project, talk to Andrew, and Go!" - EVP Sales & Marketing, Arctic Industries If we work together, here's what you can expect: 1. I will help you accomplish your goals with relentless focus 2. I will generate an ROI on my services 3. I will make sure to give you the tools and education you & your team need to succeed 4. I will not quit until we reach success. Failure is not an option.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Financial Analysis & Valuation
    Financial Projection
    Pro Forma Statement
    Due Diligence
    Corporate Finance
    Financial Consulting
    Business Strategy
    Mergers & Acquisitions
    Business Operations
    Financial Modeling
    Financial Analysis
    Business Transformation
    Management Consulting
    Marketing Strategy
  • $145 hourly

    • 5.0/5
    • (234 jobs)
    For more than 30 years I've been instrumental in the success of F500 companies, SMBs, and more than 150 startups. I'm highly recommended on Upwork, and have a high percentage of long-term and repeat clients. Expertise: - Business plans, financial models and pitch decks - Business coaching - Strategic planning - Pricing models - Term sheets for partnerships, mergers, acquisitions, funding - Launch plans - Design, critique, improve websites – customer journey, text, art direction - Marketing strategies and plans - Sales presentations and marketing materials - Messaging, value propositions, mission & vision statements - Branding from logos and tag lines to packaging and positioning - Trade journal and media articles - Product and explainer videos - Radio and TV commercials - Trade show booths, signage and sales materials For startups and early-stage companies, I’ve written business plans and developed financial models, pitch decks, and funding strategies. I also co-founded a startup that my partner and I sold to a F500 company. I have developed strategic plans for a wide range of organizations in the US and Europe from companies like Intel to non-profits, usually implementing the plans with Objectives and Key Results (OKRs) or Key Performance Indicators (KPIs). I’ve also coached/mentored numerous individuals and teams, that improved their skills, and increased their productivity and effectiveness. If you are starting a new venture, launching a product, or raising capital, you must have a concept that the market needs and a clear plan. If you are growing, diversifying, pivoting, or re-engineering an existing business, you must have achievable goals and an executable plan. Whether you are starting or growing, I’ll work with you to develop strategies, plans, and materials that work. Some Major Accomplishments In the corporate world: as Manager of Commercial Systems Marketing with Intel, developed strategic plans for US and European growth, and set up a marketing group in Europe; as co-founder and Executive Vice President, started an international company that my partner and I sold to a Fortune 500 company; as VP of Marketing & Sales, took a small company from losing $1M/yr. to profitability and a buyout in less than 12 months. As a Private Consultant to more than 175 companies (to date): wrote a journal article that resulted in more than $10M in RFQs; led a solar energy company through their launch, the release of their first product, and their initial funding raise; worked with a software company management team to reengineer the company to be marketing driven; worked with the founder to launch a disruptive SaaS platform in the automotive industry; helped a private equity firm assess potential acquisitions and mergers; worked with a founder to transform a small B2C company into the world's largest B2B licensor of digital art. Let’s work together on your project!
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Explainer Video
    Sales Presentation
    Marketing Strategy
    Website Copy
    Branding
    Pricing
    Business Writing
    Terms & Conditions
    Management Consulting
    Pitch Deck
    Financial Model
    Startup Consulting
    Strategic Plan
    Business Coaching
    Business Plan
  • $60 hourly

    • 5.0/5
    • (36 jobs)
    I am passionate about creating value for clients by managing finance and accounting processes, while identifying cost optimization opportunities. My investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain analytical finance and accounting skills that are relevant to assisting with complex accounting and finance needs
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Investment Research
    Finance & Accounting
    Factset
    Valuation
    Financial Reporting
    Financial Modeling
    Company Valuation
    Financial Statement
    Mergers & Acquisitions
    Investment Banking
    Financial Analysis
    Financial Accounting
    Financial Report
    Financial Projection
  • $60 hourly

    • 5.0/5
    • (13 jobs)
    I’m a Certified Data Analytics and Business Intelligence Specialist, with a background in economics, management, econometrics and a Master degree in Marketing Management. I have been helping businesses, from startups to large public corporations, to gain insights from their data and make better decisions for more than 14 years. I am passionate about Data and my client's challenges. I enjoy pushing the envelope, answering hard business questions, solving difficult problems, optimizing business processes, writing clean and efficient pipelines and informative Data Visualizations. My certifications: - Microsoft Certified: Data Analyst Associate (H859-1477) ; - Microsoft Certified: Power Platform Fundamentals (H680-4568) ; - Google Analytics Individual Certification (ID: 43650393) ; - Google Tag Manager Fundamentals ; - SAS Customer Intelligence 360 certification I am experienced in the following fields and technologies: - Business Intelligence and Analytics: R, Python, Pentaho, DAX, T-SQL, MS-Excel - Data Mining and Integration: SAS Data Mining, Pentaho Kettle, Knime, SSIS, Apache Airflow, ETL on Python, Azure Functions for ETL, Power Automate, Data extraction via API, Setting up API using Flask and Plumber - Data Warehouse and Database development: Azure SQL Data Warehouse, SQL Server, Postgresql, MySql - E-commerce and Web Analytics: Google Analytics and API, Google Tag Manager, Google Ads and API, Facebook Analytics and API, Acoustic, SAS Customer Intelligence 360, SEO Marketing, Web scraping, Data Mining of Social Media, Market Research, Advanced Metrics dashboard - Big Data: Hadoop, Hive, Spark, BigQuery, Databricks - Data Visualization and Applications: Power BI, Google Data Studio, Tableau, R Shiny Apps, Plotly Dash, Dynamic Rmarkdown notebooks, Apache Superset, Power Bi custom Visuals, Power Bi custom connectors - Machine learning and Time Series Forecast: Advanced Linear Model, Random Forest algorithm, Scilik-Learn, Keras, Tidymodel & Caret, Parallel training using azure clusters, I also lead a well-trained team of data analysts and data scientists, ready to be allocated if needed. All members go under a strict selective process and confidentiality contract.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Data Modeling
    Microsoft Azure
    Analytics
    Machine Learning
    Data Science
    SQL
    Google Analytics
    Python
    BigQuery
    Business Intelligence
    Data Analysis Expressions
    Marketing Analytics
    R
    Microsoft Power BI
    Data Analysis
  • $175 hourly

    • 4.7/5
    • (86 jobs)
    I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
    vsuc_fltilesrefresh_TrophyIcon Business Valuation
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Private Equity
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
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