Hire the Best Consultants in Calgary, AB

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

Need help expressing your startup’s potential? Are you tired of pitches falling flat? You need a strategic advantage. With 25+ years as a former VC, investment banker, consultant, and author of the soon to be published, The Founder's Gauntlet - The Complete Fundraising and Startup Companion from Ideation to Exit, I don't just build investor materials; I engineer investor conviction. I've seen hundreds of startups stumble, not from bad ideas, but from failing to speak the investor language. Here's the harsh truth: Investors see hundreds of pitches. They're looking for the 'why' behind the numbers and the story, the strategic edge that sets you apart. If your pitch doesn't ignite their interest in seconds, you've lost. Here's how I change that: - Investor-Grade Financial Models: Not just projections, but a roadmap investors trust. - Killer Business Plans and Investor Pitch Decks: Narratives that resonate, not just word and number dumps. - Insider Insight: I know what investors want before they ask. - Strategic Fundraising Coaching: Turn your pitch into a funding magnet. - My track record: I've co-founded a VC firm and an investment bank. I've been in your shoes, and I know what it takes to break through. The difference? I don't just prepare you; I equip you to dominate. I'll help you anticipate investor questions, dismantle objections, and showcase your vision with unwavering confidence. Ready to stop pitching and start growing? Don't let another opportunity slip away. Message me now, and let's turn your startup's potential into reality.

Public Health & Wellness Consultant | Health Communications, Evaluation & Knowledge Translation I am an independent Public Health and Wellness Consultant with 9+ years of experience supporting non-governmental organizations, nonprofits, academic groups, healthcare organizations, and wellness-focused businesses with health promotion, program evaluation, and clear communication of complex information. My freelance work is strictly independent and focuses on translating publicly available evidence into practical tools, content, and strategies that support general health, wellness, and prevention initiatives. I do not provide consulting related to various government programs, policies, funding applications, or Health Portfolio initiatives. 💡 Services I Offer: Health and wellness program development and evaluation (non-governmental) Report writing, summaries, and plain-language briefs Evidence synthesis and literature reviews using publicly available sources Health education and wellness content for blogs, websites, toolkits, or courses Knowledge translation materials and workshop design for community or organizational audiences 🎯 What Clients Value: Strong academic foundation (Master of Public Health) Extensive experience communicating complex health information clearly and accurately Ability to tailor messaging for professional, community, and non-technical audiences Organized, reliable, and focused on delivering actionable, ethical, and evidence-informed outputs Commitment to professional integrity, confidentiality, and independence All freelance work is conducted in a personal capacity. Views, materials, and deliverables represent my own professional expertise and perspectives only and do not represent those of any employer or government organization. I work with clients who need credible health and wellness support without navigating government systems or policy environments. Let’s collaborate to strengthen your health initiative with clear communication, thoughtful evaluation, and practical insights! Please note the following: I do not provide services related to government programs, policy development, or funding applications. Work roles listed below reflect prior and current employment history only and are not offered as freelance services.

Hello there! I am an investor relations professional with an MBA in finance and extensive experience developing corporate and product focused presentations and other communications materials, including pitch decks, marketing assets, press releases, financial reports, ESG/sustainability reports, financial models, infographic design, long-form document formatting and much, much more. In addition, I have helped multiple companies conduct and organize due diligence for raising capital and M&A transactions. Other projects I have worked on recently include a data monetization project, as well as various low-code automations. If you are looking for a responsive, dedicated individual to make your materials stand out from the rest, you have come to the right place. I am an expert in PowerPoint, Word, Excel, Photoshop, InDesign, Figma, and Webflow, and can turn around projects efficiently without sacrificing an ounce of quality. I have worked on corporate documents and presentations for many public companies in a wide variety of industries, including: -Surge Energy -Global Helium -Bonterra Energy -Road Runner Energy -MAG Silver -Bravo Target Safety -and many, many more My core values include honesty, integrity and trust. My goal is to help you turn your materials from satisfactory to outstanding through embodying those values through my work, ensuring my clients are satisfied to the best of my ability every time. Reach out to see what I am made of and help me get off the ground and running! If you are unsure if I can do something based on my profile, I probably can! Don't be shy to reach out, I am always willing to offer advice when time permits. Have a great day!

Hi, I’m Syed, A Microsoft Fabric & Power Platform specialist helping businesses automate operations, modernize reporting, and build AI-driven workflows using Microsoft technologies. I design scalable, practical, and user-friendly solutions powered by: - Microsoft Fabric (Data Engineering, Data Pipelines, Dataverse, Lakehouse, Real-Time Analytics) - Power Platform (Power BI, Power Apps, Power Automate) - Copilot for automation, workflows, and AI-driven insights - Azure Machine Learning - End-to-end system integrations (API, SQL, Dynamics, SharePoint, HubSpot, QuickBooks, etc. Typical Projects I Deliver: - Power Automate flows that save hours of manual work - Microsoft Fabric data pipelines for analytics and reporting - Power Apps to replace Excel, email, or paper-based workflows - Copilot agents for customer support, operations, finance & HR - Retail, Fintech, Logistics & SaaS dashboards - CRM, ERP, SharePoint, Dynamics, and HubSpot integrations - End-to-end automation of approvals, onboarding, reporting, and notifications Why Clients Work With Me: ✔ Strong technical + business understanding ✔ Clear communication and timely delivery ✔ Solutions built to scale and easy for teams to manage ✔ Documentation, clean architecture, and future-proof design ✔ Experience with SME to enterprise automation systems ✔ Hands-on experience — I build, test, deploy, and support production systems