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🏆TOP RATED PLUS🏆 $100+ Billion in deals over 20+ years. I started my career on Wall Street in Corporate, M&A, and Securities Laws. I now provide strategic legal counsel and business consulting tailored to high-stakes business initiatives as well as critical advice to startups and companies raising capital. 💬"Joe helped me buy back my company from my former partners and navigate difficult waters where soured friendships turned ugly. He was gracious and understanding, yet also highly astute, often saving me from myself. He was conscious of our budget and mindful of necessary next steps. He was time sensitive and readily available. He saved my business." 💬"I have consulted with Joe on several occasions myself and referred to him, and he has delivered above and beyond each time. He is extremely knowledgeable in his field, transparent, and very responsive. Highly recommend Raetzer PLLC!" 🔴CORE PRACTICE AREAS: Capital Raising: Structuring and preparing Private Placement Memorandums (PPMs), SAFE Notes, Convertible Notes, Promissory Notes, Bridge Notes, Warrants, Reg A, Reg CF, Reg D, and Reg S offerings. Business Consulting: Strategic review of current business, new business/product lines and market entrance. Business Transactions: Representing buyers and sellers in domestic and cross-border M&A. Startups and Growth-Stage Businesses: Formation, structuring, scaling, and preparing businesses for investment or acquisition. Exit Planning: Legal strategy and execution for business sales and investor exits. Strategic Advisory: Advising boards of directors, C-suite executives and founders on overall business strategy and business acquisition/disposition matters. 💬"Joe is incredibly knowledgeable and has been great to work with! He helped us initially with writing and reviewing our sales agreements and has become indispensable as we navigate a tricky situation with a finance merchant. Highly recommend" 💬"Outstanding legal expertise and absolutely great to work with. Highly recommend." 🔴LEGAL EXPERTISE: Structuring and negotiating complex M&A and capital markets transactions. Drafting core transactional documents: purchase agreements, subscription agreements, operating/shareholder agreements, and corporate governance materials. Advising on securities compliance, including Reg A, Reg D, and Reg S offerings, Blue Sky compliance, and SEC filings. Fund formation and structured finance: extensive experience with CDOs, CMBS/RMBS, and Investment Company Act issues. Partnering with senior management and boards to align legal strategies with business objectives. Collaborating with international counsel and multidisciplinary teams on multijurisdictional deals. 💬"Raetzer PLLC has been incredibly helpful for my business. Super honest, trustworthy and legitimate service! I will be hiring them again for my next acquisition deal." 💬"Professional service and extremely fast turn around. I enjoyed working with Joseph who drafted high quality contracts and I highly recommend him to anyone looking for a top notch service!" 🔴TRACK RECORD: Former Senior Associate Attorney at international Corporate M&A powerhouse Clifford Chance and top Corporate & Structured Finance law firm Thacher Proffitt & Wood both in Manhattan (New York City), where I represented investment banks, public and private companies, private equity sponsors, startups and hedge funds on strategic transactions. Closed and supported multi-billion-dollar deals across industries and jurisdictions. Delivered practical legal solutions to drive successful outcomes for clients ranging from startups to global financial institutions. I am licensed to practice law in New York and Texas. Corporate & Securities Attorney | Strategic Deal Advisor | M&A and Capital Raising Specialist 💬"Joseph Raetzer assisted me with drafting my asset purchase agreement. He provided excellent legal support for a fraction of the cost compared to a larger law firm." 💬"Joseph and the Raetzer PLLC team were exceptional — professional, responsive, and thorough from start to finish. They provided clear guidance, moved quickly, and made what could have been a complex process seamless. Highly recommend their firm for anyone seeking reliable and efficient legal support." 💬"Raetzer PLLC worked closely with us to successfully execute the lease for our new office on Wall Street, providing valuable counsel throughout the process. Joe is punctual, meticulous, and an exceptional attorney — highly professional and a pleasure to work with." 💬"Joe always kept my best interest at heart and helped me navigate a sensitive business contract. Highly recommended. Thanks again"

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

Get 3X-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 Narrative Strategy

Financial markets analyst and trading educator with experience across options markets, volatility analysis, live market instruction, and financial media content. I specialize in translating complex market behavior into clear, actionable insights for retail traders, fintech platforms, and financial audiences. My background combines real time market analysis, derivatives education, client engagement, and financial writing across fast moving market environments. Alongside over 2,400 hours of live market instruction and trader development, I also contribute written market commentary and analysis focused on equities, options activity, macro themes, sentiment shifts, and volatility behavior. My experience includes: • Options market analysis and derivatives education • Volatility and market structure interpretation • Financial content creation and market commentary • Live chart analysis and market walkthroughs • TradingView and technical analysis workflows • Risk management and position sizing education • Client onboarding and trader support environments • Live virtual instruction and interactive learning sessions I work with: • Financial media and content platforms • Financial audiences seeking structured market education • Educational and research focused market teams • Traders seeking structured market understanding • Businesses needing market commentary or financial content support My approach prioritizes clarity, structured thinking, risk awareness, and practical communication over prediction driven content or hype. Disclaimer: I provide financial education and market commentary only and do not provide personalized investment advice.

I’m Andreas Ortiz, Founder & Managing Partner at REK Partners and a licensed California real estate broker with a 15+ year background spanning private equity, ground-up development, construction, finance, and asset management. I specialize in helping family offices, institutional investors, and ambitious real estate entrepreneurs deploy capital intelligently in multifamily and mixed-use markets—particularly in high cap-rate or undervalued submarkets across the U.S. Before launching REK Partners, I served as a Senior Associate at CIM Group, overseeing $20B in development assets and spearheading capital tracking, financial modeling, and syndication oversight. I’ve also held roles in cost accounting and construction finance for multi-agency public works programs in Los Angeles and San Diego. Core Offerings: - Strategic consulting for real estate investment theses and fund structures - Commercial-grade underwriting and 10-year financial modeling - Hands-on coaching for new investors seeking deal flow and financing - Value-add deal evaluations and stress-tested pro forma analysis - LOI and purchase strategy optimization (seller-financing, wrap notes, JV structuring) - Institutional-grade investor decks and pitch reviews - Process enhancement, asset ops planning, and capital stack design Results I Deliver: - Clear visibility into cash flow, risk-adjusted returns, and capital exit strategies - Tailored acquisition and disposition plans aligned with macroeconomic outlooks - Syndication-ready financials with waterfall modeling and investor share splits - On-demand Q&A for live deals and negotiations - Embedded coaching on deal sourcing, financing, and execution for beginners - Ad hoc / Tailored strategic & enhancement services

I'm a portfolio manager (RIA and fiduciary), options trader, and risk manager for HNW individuals and discreet private clients. I'm also a senior coach for a well-known and well-respected trading education firm. Colleagues include ex-hedge fund traders, analysts, market makers, floor trading managers, CFOs, and CMTs. I'm currently open to a variety of different one-off or continuing jobs, and am primarily interested in helping in the following areas: - Ongoing portfolio-level hedge management and premium selling (covered call sales) for HNW individuals ($1mm minimum, sliding fee scale) - End to end trade coaching (basics --> strategy --> execution --> tracking --> tweaking psychological troubleshooting) using options, stock, and/or futures. Am considered a SME in complex options positions and hedging techniques, especially with short volatility products. - Custom trading tools (Excel and Sheets only, no Python, APIs, etc.) - Data Analysis Additional ad hoc hedging and portfolio management questions/needs Feel free to reach out regarding private wealth management as well.