Hire the Best Consultants in New York, NY

I’m a private consultant and private investor specializing in qualitative & quantitative market research, and restructuring for small and medium-sized businesses. I deliver strategic insights to drive growth and informed decisions. For more information, please feel free to reach out.

JD + MBA + Finance/VC Connections + Venture-Backed Startup Founder Strategic growth advisor and operator with deep experience helping startups secure financing, scale operations, and systematize growth. I work with founders and executives to raise capital, build investor-ready business plans and pitch decks, optimize sales and operations, and design the organizational and financial structures needed for scale and exit. • 15+ years spanning SaaS startups, wealth management, and investment advisory • Founder/Operator in multiple venture-funded startups • Managing Director | FORBES FAMILY TRUST, New York, NY, Vice President | MORGAN STANLEY, New York, NY I am an expert at creating compelling business plans, white papers, term sheets, pitch decks, financial models, family office & VC introductions. Sales & Growth Leadership: 10 years leading GTM, VP Sales/Marketing, CRO-level consulting; scaling SaaS & services businesses from early stage to exit. Operational Excellence: Systematizing service businesses (SOPs, KPIs, dashboards, org charts, succession planning), including high-ticket coaching and enterprise Strengths Guiding companies from early-stage chaos to investor-ready structure and operational clarity. Designing scalable org models and repeatable processes without stifling revenue growth. Blending legal, financial, and sales expertise to create credible growth strategies. Connecting founders with the right capital partners and strategic investors. In short, when you hire someone like me, you should expect your startup or business to have a clear vision for your future success. I am: • A strategic consultant and advisor for startups and scale-ups. • A fractional CEO / CRO and business strategist who can bring structure (SOPs, KPIs, org design) to service or SaaS companies. • A fundraising and investor connector with family office and VC relationships. • A builder of go-to-market systems: pitch decks, business plans, term sheets, investment memos. • An AI and automation strategist, advising on integrating AI into workflows and scaling operations.

I build founder-free operations for service-based companies. Hi, I'm Lora Jackson - your Process Nerd. If you're scaling fast but still answering every question, reviewing every task, or stepping in to fix daily problems, you don't have an operations issue. You have a structure issue. I design operating systems - SOPs, workflows, delegation frameworks, and team processes - so service businesses can grow without constant founder involvement. Most of my clients come to me when: - They're tired of micromanaging - Onboarding takes too long - Everyone has "their own way" of doing things - Leadership is stuck in daily fires - Growth keeps adding complexity I fix that. What working with me actually means - Documented, repeatable processes your team actually uses - Smooth cross-department handoffs - Clear roles and ownership so delegation sticks - An operations hub that centralizes all training and SOPs - A company that runs on structure, not memory This is not virtual assistant work, task management, or random SOP templates. This is building a founder-free operating system. Who I work with Founders and operators of service-based businesses in: 📦 Moving & storage 🛠️ Home remodeling and home organizing 🏡 Property management and real estate services ⚖️ Law firms and professional services 🔗 Franchise, daycare, and operations-heavy local service companies Typical client profile: - $1.5M–$12M annual revenue - 8–40 team members - Growing but hitting operational friction - Ready to systematize, not just patch problems What sets me apart - I don't give homework - I do the documentation for you - I create systems teams can adopt immediately - I build implementation, not just plans - I'm certified in Trainual and Whale, fluent in Notion, and experienced with Monday, ClickUp, SmartMoving, and other operational platforms - Anthropic Claude 101 certified - I build AI into the systems I design, not just the systems themselves Where AI fits into my systems Most consultants talk about AI. I build with it. Recent working prototypes include an AI-driven intake, status update, and document collection system for law firms, and a Chief of Staff briefing generator that turns scattered updates into a single leadership-ready summary. If a workflow in your business is still manual because "that's just how it's done," there's a good chance I can automate the parts that don't need a human, and document the parts that do. Important Note: I no longer take hourly projects. All engagements are fixed-rate with clear deliverables, timelines, and outcomes. If you need a consultant to "write one SOP" or "clean up some tasks," I'm not a fit. If you want to step out of daily management and build a business that runs smoothly without you, we should talk. About me - Bulgarian immigrant, mom, married to a Michelin-recognized chef - Fueled by espresso, Kendrick Lamar, and the Foo Fighters - Motto: Systems handle the mundane. You handle the meaningful. If you are ready to get your time back, let's talk. I'd love to learn more about your business and what's taking up most of your time.

Hi, I'm Mike 👋 I've spent 6 years building AI and automation systems for Fortune 500 companies. Now I build the same caliber of systems for smaller teams on Upwork. → Built an agentic AI proof of concept that cut manual workload by 1,000 hrs/month for a Fortune 500 warehouse → Replaced a broken manual process with automated middleware, saving an enterprise client 1,600 hrs/year → Cut a consulting client's manual workload by 90% with a robotic process automation build → Deployed agentic workflows that eliminated 25 hours of weekly manual work per role If you're buried in manual work and want out, let's talk.

I’ve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder. I think like an investor, structure like a consultant, write like a strategist, design like a pro. I work with VC, PE funds, startups and businesses of all stages on: 🔴 Sharpening and writing investor narratives that cut through the noise - pitch decks, memos, onepagers and investor materials 🔴 Design that is not decoration. It is hierarchy and intent, and a spark of magic ✨ - Branding, materials design, visual language My CORE PRINCIPLES in investor materials: - Sharp positioning, avoid generics. “Backing exceptional founders who drive innovation” 🤢 must go - Assume people don’t read, they scan. Cut text, use tight bullets, numbers, logos and highlights - Lead with traction, team track record, tangible insights. That is what actually sells My PROCESS: - Materials revision, discovery call with founders - Writing or refining content, iteration-review loops - Polish with professional design after content is set OR - Pitch deck review consultation with honest, practical feedback. Book in my profile 🔴 I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA. I can also lead your fundraising / investor relations if we align. About me: - founder at prophet.partners, investor relations studio - Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies) - Harvard University: Management in Innovation & Technology executive program - VC Lab: fundraising program for emerging VC fund managers Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more Let’s connect, I’d love to hear your story and see how I can add value.

Taxes shouldn’t feel like a once-a-year fire drill. I help high-net-worth individuals, entrepreneurs, and growing businesses transform tax compliance into a year-round strategic advantage. My goal is simple: ensure you keep more of what you earn, remain fully compliant, and make financial decisions with total confidence. I don’t just "check boxes" or look in the rearview mirror. I take a forward-looking approach to tax planning, focusing on liability minimization, cash flow optimization, and the total elimination of surprises. By understanding the “why” behind your numbers, I help you position your business for maximum tax efficiency. What I specialize in: • Strategic tax planning & preparation • Cost segregation study • Partnerships (Form 1065) • S-Corporations (Form 1120-S) • C-Corporations (Form 1120) • Individuals (Form 1040) • Foreign-owned U.S. entities (Proforma 1120 & Form 5472) I also work closely with new and scaling businesses, guiding entrepreneurs through entity formation to ensure the most tax-efficient structure from day one. To support ongoing growth, I provide bookkeeping and financial analysis that delivers clear, high-level insights you can actually use to make better decisions. I believe the strongest partnerships are built on transparency and proactive communication—not last-minute emails. When you work with me, you gain a dedicated advisor who thinks ahead, explains the complex in simple terms, and is invested in your long-term success. If you’re looking for a proactive tax partner—not just a preparer—I’d be happy to learn more about your situation and discuss how a thoughtful tax strategy can improve your bottom line. Send me a message to get started!