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🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

Hi, I'm Carly! I'm a brand expert with niche expertise in B2B, tech, and professional services. If you're looking for a lean & efficient team with deep expertise on all topics brand, I'd love to help. ❇️ 𝐇𝐢𝐭 𝐭𝐡𝐞 "𝐌𝐞𝐬𝐬𝐚𝐠𝐞" 𝐛𝐮𝐭𝐭𝐨𝐧 𝐨𝐧 𝐦𝐲 𝐩𝐫𝐨𝐟𝐢𝐥𝐞 𝐭𝐨 𝐠𝐞𝐭 𝐚 𝐟𝐫𝐞𝐞 𝟑𝟎-𝐦𝐢𝐧𝐮𝐭𝐞 𝐛𝐫𝐚𝐧𝐝 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧. ❇️ As a Top 1% Expert Vetted Upworker with a 100% Job Success Score, I've helped 180+ brands create high-performance platforms for growth. I've worked with clients like HP, Atlassian, the European Union, Johnson & Johnson, Conservation International, and Dartmouth College to help them develop distinct and compelling go-to-market strategies. My services include: ➕LOGOS + VISUAL IDENTITY DESIGN // Logos, color palettes, and typography systems that command attention. Graphic design for packaging and marketing assets ensure cohesion and impact at every touchpoint. ➕BRAND MESSAGING & POSITIONING STRATEGY // Define your target audience with precision, chart your own unique market territory, and solidify your messaging architecture. This work leads to resonant, distinct, and human website copy, brand taglines, and campaign concepts. ➕BRANDED WEBSITES & UI/UX DESIGN // Deliver striking & conversion optimized digital experiences. Specialized in Framer and Webflow. ➕MARKET RESEARCH & COMPETITIVE INTELLIGENCE // Gain a 20/20 vision of your market opportunity through surveys, focus groups, and research interviews. Put a finger on the pulse of emerging market trends. Zero in on new segments or flag competitive gaps. ➕BRAND NAMING // Receive distinct and memorable brand names that inspire prospects of what’s possible with you. ➕ BRANDED MOBILE APPS // Build an iOS and Android app with the brand built in from the first screen, including naming, identity, UI design, and a store page written to convert. ⭐️ WHAT OTHERS HAVE TO SAY ⭐️ Here’s what others are saying about working with me as a Top 1% Upworker.👇🏻 → “This was hands down the best experience I have had with any contractor. Carly spent the time to map out deliverables, thoroughly understand my needs, and then she executed flawlessly.” → "Carly is one of the very best contractors I have worked with. She worked as a true collaborator who took my business's needs on board and delivered outstanding work product. Throughout the project, she was highly insightful, flexible, and communicative." → “I have been an entrepreneur for over 20 years and can honestly say Carly is one of the most efficient freelancers I have worked with. She is a consummate professional who clearly has mastered her craft....she was responsive, delivered according to tight deadlines and the end result was superb.” → "Carly is a remarkably talented marketing consultant. It was an absolute pleasure working with her, from discussing her innovative approach to receiving the final product, which felt like a gift. Over the years, I have hired many consultants, but none have achieved the level of precision and excellence that Carly has. She's the real deal!" → “In my years of experience working with people, Carly ranks among the top 1%. She is highly communicative, professional, responsive, and detail-oriented.” → “Carly is incredible. Everyone involved in the project was blown away by the final product. She was able to capture the essence of the brand perfectly, and demonstrated an ability to articulate that messaging at a really high level. I could not recommend her work enough.” +Keywords for Upwork search: brand strategy, brand kit, branding, brand identity design, brand visuals, brand logo design, brand colors, brand typography, brand system, corporate branding, brand naming, brand messaging, brand positioning, taglines, slogans, website design, market research, competitive intelligence, competitor analysis, sales enablement, conversion optimization, website design, brand UX, brand UI, go-to-market strategy, product branding, product naming, creative director, art director, visual identity design, brand agency, app branding, app naming, app store optimization, app UI design, mobile app branding, consumer app, mobile app design, mobile app development

I help startups build the pitch decks, financial models, and investor materials that actually close funding rounds — from the perspective of someone who evaluates these for a living. I'm a general partner at an early-stage VC firm ($300M+ AUM). I've deployed roughly $150M into startups, advised on another $300M or so, and helped guide multiple portfolio companies to successful exits. I've also raised $25M+ for my own ventures and served as CFO through multiple funding rounds. I've seen more pitches than an MLB catcher, and unlike most consultants, I know exactly what makes an investor lean forward versus reach for the "pass" button. When I build your deck, model, or memo, I'm building it the way I'd want to see it land on my desk. What I Do: Pitch Decks — Strategy-driven, investor-tested decks built on a defensible model and realistic valuation. Not templates. Email decks that stand alone without a presenter. Live decks that land. Financial Models — SaaS, marketplace, e-commerce, biotech, hardware. Bottom-up revenue builds, cohort analysis, scenario modeling, unit economics. Clean, auditable, and built to tell a story — not just fill cells. Valuations — DCF, comparable company analysis, precedent transactions, VC method. I always show the work and the assumptions. Investor Memorandums & Business Plans — Compelling narrative with proper disclosure, based on industry standards and two decades of raising capital. Fractional CFO & Strategic Finance — Capital structure, cap table optimization, term sheet review, fundraising strategy, board prep, and financial operations for startups that need senior finance leadership without the full-time commitment. Coaching & Advisory — Guidance for founders navigating fundraising, financial strategy, or "why is my investor ghosting me" territory. My clients range from pre-seed founders building their first deck to Series C companies refining their strategy. If you're passionate about your idea but a cap table makes your eyes glaze over, or you need someone who can pressure-test your model before investors do — let's talk. Send me a message with what you're working on and I'll let you know how I can help.

My name is Veronica and I am one of the few Enterprise Level freelancers on Upwork. - Generated 6, 7, and 8 figure revenue for multiple brands - Mega viral expert with multiple viral videos over 20M, 30M, 50M and 200million views with a specialized "Views to Sales" strategy - YouTube, IG, TikTok, Facebook Monetization - Affiliate and Influencer Marketing - PPC Campaign Set up and Management - Organic Traffic Growth - E-mail Optimization - Social Media strategy for VIEWS + GROWTH + SALES - Content strategy, audience growth, AI-powered workflows, and social media operations - E-commerce brands: Amazon, TikTok Shop, Shopify Priority Meta, Tiktok and Google advertiser with official support from Meta, Tiktok, and Google. Member of Upwork's Expert Vetted Talent Services (Top 1%). Servicing fast growing businesses and brands. I have spent the past decade helping clients from around the world and within various niches successfully launch and scale online. My primary focus is on turning online attention to revenue, branding and creating impactful marketing strategies.

I work with business authors, consultants, executives, founders, and thought leaders, who need their manuscript transformed into a polished, published book that builds credibility and authority. What I handle end-to-end: — Professional cover design (print + digital) built to compete on Amazon — Interior formatting for KDP print and eBook — Full Amazon KDP setup, upload, and publication — IngramSpark, ACX (Audible), and Amazon Seller Central publishing — Author page and book description page optimization — ISBN guidance and metadata strategy — Amazon Advertising Campaigns (to position your book at the top the Search Results Page) What you get: a published book on Amazon in 10 days or less, production files delivered, and zero technical headaches. I've authored two books on Amazon publishing myself, including "Hassle-Free Method to Publish Any Book on Amazon KDP", so I'm not just a designer. I understand publishing from the inside, which means I catch problems before they become delays. If you've finished writing and you're ready to publish professionally, let's talk.

Michael Marcellus Monday Systems Consultant & Agency Project Lead • 🚀 Coordinated 100+ Monday implementations delivered by our agency team • 💼 Agency delivery of $400K+ in Monday professional services • ⭐ Consistently high client satisfaction across multiple engagements • 🇺🇸 75+ U.S. clients served, plus organizations across Europe • 🌍 Experience supporting teams in more than fifteen industries • 🤝 Backed by an internal specialist team to ensure fast, high-quality delivery I do not simply “set up boards.” I coordinate the design and delivery of complete business operating systems in Monday that reduce manual work, improve visibility, and keep teams aligned. Every project combines strategic planning with structured execution through an experienced agency team. I remain personally involved in project planning, client communication, and quality oversight — ensuring solutions are practical, scalable, and aligned with your real-world workflows. 💡 What I bring to your organization 🧠 Strategy-first system design We begin with business process consulting, focusing on scalable workflows and clean architecture rather than fragile templates. ⚙️ Technical delivery coordination Advanced automations and integrations across Make, Zapier, n8n, and APIs — bringing multiple tools together into a unified operational backbone inside Monday. 📈 Full lifecycle project delivery Process mapping, architecture planning, automation coordination, dashboards, onboarding, and long-term optimization. 🏆 Proven implementation experience Agency-supported deployments across construction, manufacturing, insurance, legal, agencies, SaaS, field operations, wholesale, and more. Many clients return for expansion and optimization work. 🎯 What you get working with me • A Monday system designed to support real operational workflows • Executive dashboards with meaningful, real-time insights • Automation strategies that reduce manual effort • Scalable architecture that grows with your organization • Clear documentation and structured handoff 🔗 Platforms and integrations coordinated Automation: Make, Zapier, n8n CRM: HubSpot, Pipedrive Accounting: QuickBooks, Bill Document Management: PandaDoc, SignNow, DocuSign ERP: NetSuite, Holded Meetings and Notes: Fireflies, Read, Calendly E-Commerce: Shopify, WooCommerce Communication: WhatsApp, Slack ❌ Not a fit for • Quick, low-budget builds without long-term structure • Patchwork setups intended as temporary fixes • Projects prioritizing shortcuts over stability ✔️ A strong fit for • Teams outgrowing spreadsheets and fragmented tools • Operations leaders seeking structured system design • Organizations ready to build Monday as a long-term operational backbone 🔮 Ready to improve your system? Message me with “WIZARD” and I’ll review your current setup, identify structural bottlenecks, and outline practical improvement opportunities.