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I’m an investor relations manager at a publicly traded pharmaceutical company, experienced in refining complex financial and strategic content into clear, compelling messaging for high-stakes audiences — including earnings calls, board meetings, investor roadshows, and internal leadership committees. I specialize in bridging financial data and stakeholder communication, preparing leadership for investor Q&A, developing board-level materials, and distilling key business drivers into clear messaging. With a master’s in Entrepreneurship & Innovation and early-stage startup experience, I bring added strength in market research, lean validation, and business planning. Notable work includes earnings call materials that contributed to a 50% stock increase in 2025. I also developed an operations plan for what later became a ba blockchain-based auction platform. My consulting strengths include: Financial & strategic messaging for investor presentations Earnings script development & Q&A preparation Board & executive-level presentation content Investor updates, factsheets, and quarterly reporting Narrative & visual refinement of pitch decks, IR materials or other corporate matters Business planning (business models, business plans, marketing & operations plans etc.) Market Research Pitch decks Financial models & analysis Forecasts & projections Academic editing & proofreading (Business/Entrepreneurship/Economics/FInance area)

Seamless Finance & Accounting Support – Powered by a Husband-Wife Duo NOT AN AGENCY. We are a husband-wife duo with over 20 years of combined experience in Accounting, Finance, Audit, and Banking. After more than a decade EACH in full-time corporate roles across leading Indian sectors, we transitioned into freelancing in 2021 to offer our clients a well-rounded and highly collaborative service in the financial domain. We're not an agency, just two professionals working in perfect sync to deliver high-quality, reliable, and personalized support. Who We Are Her Expertise - Chartered Accountant, India (equivalent to CPA/ACCA) - Handles Bookkeeping, Reconciliations & Financial Statements - Proficient in Xero, QuickBooks Online (QBO), MYOB, and SAGE - Strong eye for detail, compliance, and accuracy His Expertise - CFA (ICFA), MBA in Banking & Finance, CFA US Level 3 Candidate - Specializes in Financial Modelling, Equity Research, Valuation, Pitch Decks, Presentations, and Corporate Finance - Brings strategic insights and analytical depth Our Full-Time Background We’ve worked with top-tier institutions and sectors in the Indian market: - Banking: India’s largest public sector bank - Beverage Industry: Finance for a fast-growing domestic alcohol company - Credit Ratings: India’s leading external credit rating agency Why Work With Us? - Two sets of complementary skills in one seamless package - Strong communication and coordination - Holistic financial solutions from bookkeeping to boardroom-ready presentations - Long-term mindset, with a focus on building trust and delivering real value Feel free to check out our LinkedIn profiles to learn more. We’re always open to interviews and look forward to working with you!

#1 on Upwork - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach, Fundraising Campaign Management ✅ Fractional CFO, Financial Analysis (FP&A), Forecasting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech

I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 2 decades of experience in corporate finance and advisory.

Finance doesn’t need to be complex — just clear. I partner with founders, CFOs, and decision-makers to bring order to the chaos: automating reporting, decoding numbers, and transforming data into strategy. Whether you're preparing for board meetings, investor due diligence, or scaling operations — I help you lead with financial clarity. ⚡ Why Clients Choose Me First ✅ 35,000+ hours in Excel & financial storytelling ✅ Qualified Chartered Accountant (ICAI) — US CPA Equivalent ✅ 10+ years with global firms: D.E. Shaw, Deloitte, Moore Stephens ✅ Certified QuickBooks ProAdvisor ✅ FP&A specialist trusted by hedge funds, FMCG, chemicals, oil & gas, and more I specialize in two things: 📊 Spreadsheets and 🧠 decoding financial statements When others get lost in the data, I see the story — and I make sure the right people hear it. 🔍 Management Reporting & FP&A (From $20/hr) ✅ Board-ready packs: P&L, Balance Sheet, Cash Flow (Budget vs. Actual) ✅ Automate reports using G-Accon + Excel magic ✅ 13-week & 26-week cash forecasts for confident decision-making ✅ KPI dashboards, revenue/inventory analysis ✅ Margin, breakeven, and variance analysis to uncover gold 📈 Financial Modeling & Valuation (From $20/hr) ✅ Investor-grade dynamic models (CFI standard) ✅ Structure: Inputs > Calculations > Outputs > Summaries — clean & elegant ✅ DCF, Comparable, and Transaction-based valuations ✅ Multi-entity, multi-currency models with scenario analysis ✅ Visual storytelling for pitch decks and strategic presentations 🧾 Accounting & Controllership (From $15/hr) ✅ Full-spectrum accounting process optimization ✅ Platforms: QBO, Xero, Zoho Books, G-Accon automation ✅ IFRS mastery (including IFRS 9, 15, and 16) ✅ Complete balance sheet cleanup: bank, AP/AR, inventory reconciliations ✅ Seamless workflows: Google Sheets, Excel 365, Notion & Docs What Drives Me Whether I’m cycling through mountain roads or automating dashboards at midnight — I’m in my flow. Data excites me. Excel empowers me. I believe in simplifying complexity, uncovering beauty in structure, and helping my clients move faster with financial clarity. 📩 Let’s Collaborate Need clean books, strategic insights, or investor-grade models? Let’s build something extraordinary — together.

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.