Hire the best Capital Markets specialists

Check out Capital Markets specialists with the skills you need for your next job.
  • $22 hourly
    I am a financial markets research and analysis expert with a Master's degree in Economics and more than two decades in the banking and financial services industry (BFSI). I specialize in preparing buy and sell side equity research reports, analytical articles based on fundamental & technical views, live market commentaries, reviews of forex/CFD brokers & cryptocurrency bots, and customized financial content. Our team also assists undergrad and students preparing for their Masters with their financial modeling, derivatives, and other finance-related assignments. I have delivered 1000s of well-researched articles and equity research reports on the global financial markets for clients here on Upwork and elsewhere. In addition to the above-mentioned reports, we can also prepare sector reports, real-time updates of global macroeconomic events, preview & review of corporate announcements, e-learning, and training content. I also manage a client portfolio, trade in US equities, precious metals, and crude oil, and conduct online/classroom training workshops in technical analysis & derivatives. I have an extensive working knowledge of the thinkorswim (TOS) platform, I am privileged to be associated with clients across geographies. They include forex, equities, & commodity brokers, equity research firms, trading members on various financial exchanges, established websites catering to the financial services industry, and educational/ training institutions.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Forex Trading
    Equity Research & Analysis
    Equity Research
    Financial Modeling
    Equity Valuation
    Content Writing
    Financial Analysis
    Investment Research
    Economic Analysis
    Derivatives Trading
    Quantitative Analysis
    Financial Writing
    Technical Analysis
    Qualitative Research
  • $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 Capital Markets
    Budget Management
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $97 hourly
    I provide fractional CFO and FP&A services, supporting small and mid-sized firms, start-ups and those companies looking to raise capital. Our fractional CFO and FP&A services include: Budgeting and forecasting Financial performance review Monthly reporting Cash flow management Custom dashboards and data analytics (Excel & Power BI) Custom KPI tracking and reporting Growth Strategy Sensitivity and scenario analysis For those companies looking to raise capital: Institutional-grade financial model Company Valuation Cap table Investor pitch deck support Financial/Investment analysis M&A analysis Ratio and ad hoc analysis About me: My 14+ years of experience in investment markets, working across Investment Banking, Private Equity and Venture Capital, puts me in a solid position to support your financial and strategic needs. I have worked with both public and private companies in the US, UK and Australia, across various industries, including: SaaS E-commerce Tech hardware Retail Digital content and marketing Fintech Agriculture I have a Bachelor of Business (Finance Major) and am a Charted Financial Analyst (CFA) level 3 candidate.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Venture Capital
    Chartered Financial Analyst
    Financial Modeling
    Sensitivity Analysis
    Company Valuation
    Financial Analysis
    Ratio Analysis
    Equity Research
    Data Analytics
    Microsoft Excel
    Microsoft Power BI
  • $175 hourly
    Hello! My name is Foley George, and my goal is to help you make better real estate decisions with comprehensive, detailed analysis. I work in Capital Markets & Asset Management for a publicly-traded REIT in Atlanta, GA where I handle complex modeling and reporting in Argus and Excel, acquisition & disposition analysis, budgeting & forecasting, and packaging of investment committee memorandums. Prior to that I worked in real estate finance for a middle-market debt & equity shop underwriting and securing financing for deals ranging from $1 million-40 million in size. A brief list of the services I specialize in: building and editing financial models in Argus Enterprise and Microsoft Excel; underwriting acquisitions, dispositions and development projects; loan / finance request packages; budgeting & forecasting; lease analysis; contract review; portfolio analytics & reporting; waterfall modeling; investment committee packages; offering memorandums & pitch decks. If your project is in the real estate spectrum but doesn’t fit neatly into one of these categories, even better! I can't wait to learn about it. A non-comprehensive list of asset types I offer expertise in: office, retail, multifamily, self-storage, industrial, hospitality/hotel, medical office, seniors housing, single family, manufactured housing/mobile homes. Relevant education & certifications: - MBA in Real Estate Development, Clemson University - BS in Business Economics, North Greenville University - ARGUS Enterprise Certified - REFM Excel for Real Estate, Levels 1-3 Certified
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    Microsoft PowerPoint
    Real Estate
    Commercial Lease
    Real Estate Investment Assistance
    Underwriting
    Argus
    Investment Research
    Real Estate Financial Modeling
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $95 hourly
    I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Investment Banking
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $70 hourly
    Journalist and editor with over 30 years of experience writing and editing sophisticated financial, economic and business articles for leading magazines, newspapers and web sites in the U.S., London and Hong Kong. Former editor of Risk magazine, editor-in-chief of Worth magazine, and finance columnist for The Wall Street Journal, The New York Times and others. Specialist in risk management, derivatives, capital markets, regulation, market data, financial technology, wealth management and philanthropy.
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    Blog Content
    Investment Banking
    Online Writing
    Content Writing
    Asset Management
    SEO Writing
    Business Writing
    Project Risk Management
    Business Editing
    Financial Writing
    Copywriting
    Finance & Accounting
  • $200 hourly
    Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions!
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Venture Capital Consulting
    Investment Banking
    SaaS
    Financial Management
    Investor Overview
    Business Valuation
    Startup Consulting
    Financial Modeling
    Financial Accounting
    Investment Research
    Management Consulting
    Tech & IT
    Financial Analysis
  • $90 hourly
    I love to optimize systems, whatever they may be. I help make Data-Driven decisions. Through machine learning, AI, or any other methods, I will find the best way to manipulate the data at hand. My passion is in cryptocurrency/blockchain; feel free to ask me any questions about the cryptoverse!
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Data Management
    Data Scraping
    Cryptocurrency
    Translation
    Industrial Engineering
    Cooking
    SQL
    Machine Learning
    Data Science
  • $170 hourly
    Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. From the simple to the highly complex. My models are institutional-quality, and create a powerful impression on equity investors. A few highlights on my specialization in real estate modeling: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including office, industrial, retail, mixed-use, condo, multi-family, SFR, land, self-storage, cannabis, and all forms of hospitality (resort, hotel, motel, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Equity Research
    Real Estate Investment Assistance
    Cash Flow Analysis
    Fundraising
    Acquisitions
    Real Estate
    Real Estate Financial Modeling
    Microsoft Excel
    Financial Analysis
    Pro Forma Statement
    Financial Modeling
  • $75 hourly
    As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Pitch Deck
    Investment Banking
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $100 hourly
    Investment professional with a diverse skillset and experience that touches all aspects of real estate finance including: - acquisition underwriting, pro formas, cash flow modeling - complex waterfall/promote structures, investment and investor returns (i.e., IRRs) - financing - investment memorandums and other presentation materials While I specialize in real estate investment modeling and analysis, I enjoy and am skilled in creating, improving, and analyzing financial models for all types of business uses. Additionally, my clients enjoy working with me because I am detail-oriented and place great emphasis on data visualization - I am able to manipulate, organize, and present data in the most efficient, logical, and user-friendly way. I've breathed and lived in Excel throughout my career, and no model/spreadsheet is too complex. I take pride in delivering high-quality work and would be happy to help you with your specific project needs
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    Private Equity
    Financial Modeling
    Financial Analysis
    Modeling
  • $250 hourly
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Investment Research
    Investment Banking
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $175 hourly
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $100 hourly
    I am a C++/C#/Py/Rust/Solidity software architect/developer with 15+ years of experience in development -HFT ultra-low-latency cross-brokers, cross-platform multi-asset algorithmic tools based on QuickFix/Fix8/Onix engines and custom protocols. -BETTING real-time custom pre-match, in-play, play-by-play algorithmic software and historical backtesting-strategies for Betfair,Betdaq. -Financial Ethereum, Polygon, BSC and Solana tools and smart contracts for DeFi ecosystem. Web3 front-running and statistical tools, Defi arbitrage systems.
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    ChatGPT
    API Integration
    Uniswap
    Financial Analysis
    MQL 4
    Financial Modeling
    Forex Trading
    QuickFIX
    Betfair
    Financial Statement Software
    Smart Contract
    web3.js
    Ethereum
    Solidity
    Blockchain
  • $30 hourly
    Hi, this is (Anih) Aniruddh Jain, the one-stop-shop for all your business needs. With over 8 years of experience in top-tier Investment Banking, Management Consulting, and F500 firms, perfect swiss knife mentor for your business. I have worked with several investment management companies, startups, and startup accelerators, helping them grow their business. A graduate from Columbia University NYC, ETH Zurich, and IIT Roorkee with a background in product design, economics, investment finance, and computer science. My first venture came out of MIT Media Labs and CamTech Hackathon in 2013, and was incorporated into a project in GE Labs, India. I find joy and daily wage in helping other founders and I consistently raise for my Real Estate deals via my fund. I've overseen pitches to 100’s investors and successfully raised for my own Product business. I’ve also been an advisor and mentor at IBM and Columbia University Accelerator and now I run our inhouse REPE firm. 🏆My companies: Blockseed.co [Management Consulting & Product Development Firm] | A launch, expansion, ideation centric business consulting firm Scale Up Lab [Marketing Agency] | Your financial KPI centric marketing agency 🎓 Education & Experience: ⚡︎ Degree in Strategy & Investment Finance Specialisation from Columbia University ⚡︎ Masters in Computer Science ⚡︎ Certificate in Product Management and Data Science ⚡︎ Experience in top-tier Investment Banking, Management Consulting, and F500 firms ⚡︎ Mentor to several investment management companies and startup accelerators 🌐 Ideal Clientele: ● “Been thinking about it, havent gotten around it. This job takes all my energy. ● “Too busy doing the role, not enough time to take it to market. ●I know my idea and vision in and out, but need help with market research and some push ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The marketing keeps changing, will I just grow by word of mouth" ● "I need an expansion expert for my business, clinic or franchise” 📈 Past clients include: ●COO of Citibank ●CFO of Vice Media ●Plastic Surgery Hospital Mega Chain ●Several Funds ●Several Esteemed Professors & Celebrities 🌟 Client Testimonials: ✅ "Remarkable ROI - Anih's strategic and financial guidance was transformative." - Multinational Company ✅ "Exceptional Strategy - Anih's comprehensive services took our project to new heights." - London Business School Professor ✅ "Strategy Pivot Success - Anih's insights were game-changing for our product business." - Hollywood Celebrity ✅ "Business Planning Expertise - Guided us through crucial GTM and financial strategies." - FAANG Startup Founder ✅ "Deck Strategy Mastery - Anih and Blockseed's coaching was invaluable." - Orthopedic Hospital 🚀 Our Agency: We are a marketing, market research, product and business planning agency, that helps you with your launch. ●We help branded executives launch ventures silently ●Fund managed portfolios ●Agencies launch products ●Freelancers launching in niches ●Several tech workers who aim to scratch that itch ●New founders train while we get them to market fast 🛠️ We offer a launch package, which has been most popular but we have limited capacity as I am considerably invested in the work with those ventures. We get several referrals from our Columbia and IIT network along with invites on upwork, which is why we are often selective with this offering. My team & I, also develop: ●Pitch Deck ●Sales Deck ●Financial Models ●Landing Pages ●Websites ●Ads Setup ●CRM Setup ●Initial Customer or Investor Outreach System ●Product Plans ●1:1 Consulting 📋 Next steps: Please review my profile, testimonials and samples. Press '...' button then ‘Send Message’ button in the top right-hand corner. Please write me a note on what you would like to discuss and what offerings are you interested in. 🎯 Focus Sectors: Trades, Wellness, Consumer, Luxury, Manufacturing, Cannabis, E-commerce, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech. 🎯 Key Skills: Marketing: Website & Landing Page Design, Ads, Sales Funnels. Investment: Pitch & Investor Decks, Information Memorandums, Capital Raising, Financial Modeling. Technology: Product Strategy, AI, Machine Learning, ChatGPT, CRMs ✔️ Ideal Client Profile: ●Clients with initial capital for high-quality work and efficient delegation skills. ●Individuals valuing mutual respect and seeking long-term, fruitful relationships. ●Those committed to growing their business alongside ours, with a confidence to refer our services. ●Realistic in setting achievable goals, steering clear of unnecessary perfectionism.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Presentations
    Research Interviews
    Startup Consulting
    Content Writing
    Project Management Professional
    Business Consulting
    Blockchain
    Venture Capital Consulting
    Digital Strategy
    FinTech Consulting
    Fundraising
    Investment Preparation
    Financial Modeling
    Marketing Strategy
    Content SEO
  • $75 hourly
    Hello! Over the past decade, I've gained extensive experience in AML, compliance, and investment banking (investment, retail banking, and Fintech). In addition, I have extensive experience in internal auditing, legal document review, policy drafting, and complex regulatory projects (US and EU). Also, I have extensive experience proofreading and copyediting websites, academic articles, technical documents, reports, legal reviews, etc. An experienced financial and consulting professional with a track record of resourcefulness and results-driven efforts. I hold a Master's degree in Human Rights law and a Bachelor's degree in law. I combine professional and confident approaches with a proven ability to prioritize and meet tight deadlines. If you have a project or opportunity to discuss, please don't hesitate to contact me.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Compliance
    Regulatory Compliance
    Anti-Money Laundering
    Policy Writing
    FinTech
    Internal Auditing
    Investment Banking
    Due Diligence
    GDPR
    Test Results & Analysis
    Know Your Customer
    Report Writing
    Proofreading
  • $50 hourly
    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 Capital Markets
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $250 hourly
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $49 hourly
    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 Capital Markets
    Company Valuation
    Startup Consulting
    Business Valuation
    Bookkeeping
    Financial Analysis
    Financial Modeling
    Google Sheets
    Corporate Finance
    Financial Model
    Financial Accounting
    Financial Report
    Microsoft Excel
  • $85 hourly
    Background I am a Yale graduate, spent 16 years in the investment banking business with Credit Suisse First Boston in NY and London, and JP Morgan in Paris, London and NY. After that I ran a company in France for 11 years, and then moved to California where I have consulted and managed financial transactions, specializing in advising privately-owned companies with $5m to $50m in sales, as well as assisting start-ups and occasionally representing family offices and other high net worth investors. I speak fluent French. While in London (5 years) and Paris (20 years), I worked with companies all over the world as a capital markets expert, supervising a team responsible for 100 securities new issues per year, including IPOs, and then went to JP Morgan where I specialized in Corporate Finance. In 1996, I left investment banking to start consulting, but within a couple of months I was asked by one of my first clients to become CEO to a telecom services company (installed and maintained networks) that needed to be restructured. I proceeded to add 11 years of experience "making payroll" and being a company owner. I exited in 2007, and in 2008, after 20 years in Paris and 25 years in Europe, I moved my family (including four children) to the San Francisco bay area. In 2021, an empty-nester, I moved closer to skiing and hiking in northern Nevada. Since coming back to the US, I have assisted with the acquisition and turnaround (as CEO) of a virtual winery, established distribution channels for a start-up which produces wireless equipment for large-scale agriculture, and consulted and mentored dozens of entrepreneurs. I consult on financial strategy for company owners, including working as part-time CFO starting years' prior to any exit, assisting with valuation. I provide strategy and execution. I have introduced entrepreneurs to global companies, assisted in negotiating worldwide licensing and bring my global company experience to entrepreneurial companies. I have advised business owners on M&A (acquisitions & exits), capital-raises, strategic partnerships (in one case with a global luxury brand), tax and accounting strategy, executive compensation through shares or options, debt financings including SBA and supplier financing, and assisted with financial analyses, contract advice, and some services that qualify as management consulting. The execution I provide includes preparing business plans, investor decks, financial projections, financial analyses, valuations, term sheets, and assisting with contracts. I also assist with the negotiation, documentation, and closing. I signed off on billions of dollars of transactions as a banker, so I understand the contracts and know investor preferences. I advise on the business terms, but also advise on risk and risk mitigation, market practices, common pitfalls, pricing, valuation, timing, and however else I can help. I work with passion, have a lot of energy, and I really enjoy helping company owners and their teams.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Company Valuation
    Corporate Finance
    Entrepreneurship
    Business Modeling
    Business Writing
    Venture Capital Consulting
    Business Valuation
    Financial Modeling
    Financial Prospectus Writing
    Startup Consulting
    Management Consulting
    Financial Analysis
    Mergers & Acquisitions
  • $150 hourly
    I am very experienced in commercial real estate. I am a graduate of the #1 ranked real estate program in the country and hold a double major in both Real Estate & Urban Land Economics and Finance, Investments, and Banking. Previously, I spent time working for JPMorgan in their Real Estate Debt Syndications group where I was a part of a team of 5 that successfully syndicated over $40 Billion of debt facilities over a two year period. I then went on to work for a start-up real estate investment shop in Phoenix, AZ where we invested in a broad range of asset classes including single tenant industrial, value-add multifamily, single family rentals, quick service restaurant sale leasebacks, and dental real estate sale lease backs. I am now currently working full-time for one of the largest real estate developers in the United States where my responsibilities include sourcing both debt and equity, underwriting our new development projects and value-add projects, and assisting in the site acquisition and property disposition process.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Real Estate Investment Assistance
    Investment Research
    Investment Strategy
    Real Estate Financial Modeling
    Financial Modeling
    Pro Forma Statement
    Microsoft Excel
    Financial Analysis
  • $999 hourly
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $95 hourly
    I am a real estate investment and finance professional specializing in providing owners with data based and actionable recommendations. Core competencies are finance and accounting operations, investment underwriting and due diligence, asset management, strategic planning, capital raising, and operations analysis.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Finance & Accounting
    Business Analysis
    Business Plan
    Investment Research
    Financial Analysis
    Valuation
    Business Planning & Strategy
    Startup Consulting
    Startup Company
    Asset Management
    Underwriting
    Real Estate Financial Modeling
    Forecasting
    Financial Projection
    Cash Flow Analysis
  • $185 hourly
    Get 2X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Presentation Design
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Pitch Deck
    Fundraising
    Investor Roadshow
    Management Consulting
    Pitchbook
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
  • $200 hourly
    ALL YOU NEED TO KNOW: I combine 2 skills sets very well 1) I am highly analytical (proforma, feasibility analysis, market studies) 2) I am very design oriented (pitch decks, presentations, drone videography) NOT CONVINCED? HERE'S MORE ABOUT ME: Since 2014 I have worked as a freelancer focused on CRE, with clients ranging from a large property/asset management firm to an EB-5 Capital broker dealer, where I've done financial modeling, acquisition underwriting, investment pitch deck creation, and waterfall modeling. I worked at Marcus and Millichap (acquisitions/asset management, 6 years), RSG Inc. (Real Estate Consultant to Cities, 3 years), Wesco Homes and K.Hovnanian Homes (Planning, Entitlements, 2 years), and freelancer for 3 years. I have an MBA from UC Berkeley, an MA in Urban Planning from UCLA, and a B. Arch in Architecture from Cal Poly Pomona. The reason I am an ideal consultant, is that I work closely and iteratively with the client to ensure that the work delivered is of the highest quality, but is also analyzed and thought all the way through.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    Financial Analysis
    Microsoft Excel
    Argus
    Financial Modeling
    Presentations
    Microsoft PowerPoint
  • $120 hourly
    An MBA with 10+ Years of Banking, Consulting, Real Estate, and Venture Capital Experience. Worked with 100+ startups, SMEs, and investors (PEs & NHIs) providing them with advisory and preparing investor documents (business plans, financial models, and pitch decks) for fundraising and other strategic transactions. Helped startups raise over $100 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. 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 advanced financial modeling skills using Excel and can prepare investor-focused pitch decks. I can make consulting-style PowerPoint slides with infographics, charts, graphs, and custom data visualizations for pitch decks, investor presentations, internal presentations, 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.
    vsuc_fltilesrefresh_TrophyIcon Capital Markets
    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
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