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$80M+ in transactions closed. 500+ investor relationships. 35+ active clients across multiple countries. I am a CFA Charterholder and FRM with 12+ years of hands-on investment banking experience. I run RedeFin Capital, a boutique advisory firm, and previously served as Director of Capital Markets at one of South India's largest real estate developers. WHAT I DELIVER: - Pitch Decks and Investor Presentations that have raised real capital (not templates - battle-tested decks used in actual fundraising rounds) - Financial Models built to institutional standards (3-statement, DCF, LBO, SOTP, merger models) - Equity Research and Blue Books used by hedge funds and asset managers globally - M&A Advisory including deal structuring, CIMs, teasers, valuation, and negotiation support - Fundraising Strategy from seed to Series D, including investor targeting and outreach - Business Plans and Feasibility Studies for startups and growth-stage companies SECTOR EXPERTISE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech TRACK RECORD: - Closed $80M+ across equity, debt, and structured transactions - Built $500M+ pipeline across active mandates - Delivered 200+ pitch decks, financial models, and research reports - Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors across US, Europe, and Asia CREDENTIALS: CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program | International Speaker at Capital Markets Forums Scroll down to see portfolio case studies with real deliverables. Message me to discuss your next transaction.

Beyond financial models, I build FP&A and reporting systems that support fundraising, diligence, and decision-making. As a Chartered Accountant (India CPA) with 15+ years of experience, including leading FP&A for a $700M group, I build investor-ready financial models, valuations, and FP&A systems for fundraising, acquisitions, and strategic planning. I have delivered 200+ financial models and dashboards across startups, SaaS, real estate, infrastructure, and corporate sectors. Deals handled - 1) USD 400mn Bond Issue for Infra company 2) USD 350mn IPO 3) USD 180mn Oil Tank business acquisition (UAE) 4) USD 200mn Logistics business acquisition (India) 5) USD 65mn Port acquisition (India) I can help you with: 1) Financial Modeling & Valuation • Fully integrated 3-statement financial models (Income Statement, Cash Flow, Balance Sheet) • DCF valuation and comparable company analysis • Investment and acquisition analysis, including LBO models • Investor return models (IRR, NPV, payback, sensitivity analysis) • Startup and investor-ready financial models • Scenario, sensitivity, and driver-based forecasting 2) FP&A and Forecasting • Budgeting and long-term financial planning models • Consolidated MIS & Accounts reporting • 12-month, 3-year, and 5-year financial forecasts • Rolling cash flow forecasts • Budget vs actual and variance analysis • Profitability, cost, and performance analysis 3) Financial Statements & Reporting • Preparation of Income Statement, Balance Sheet, and Cash Flow statements • Conversion of accounting data into structured financial statements • Historical financials preparation for investors, lenders, or internal review 4) Management Dashboards and Reporting • Executive dashboards (Excel and Power BI) • KPI tracking dashboards • Automated reporting and performance monitoring tools If you are a startup, investor, real estate firm, or established business, I can help you build robust financial models, FP&A systems, and management dashboards to support confident decision-making. 15 yrs experience | Chartered Accountant | FMVA® Certified | Excel Expert | Forecasting | DCF | Dashboards | Pitch deck | M&A | QoE | Analyst | Budget | GAAP Reporting

I am an ex-Bain & Co. Business Consultant with 12+ years of experience working with 350+ startups and small and medium businesses globally. On Upwork, I have a 100% Job Success Score with 5-star ratings from all my clients. My specializations include: ::: Strategy, Research & Advisory 🟩 Consulting-style presentations and reports 🟩 Decision-grade Market Research and Demand Validation 🟩 Applied Market & Competitive Intelligence 🟩 Institutional & Regulatory Research 🟩 Data Analysis, Visualization, and Dashboarding 🟩 Course, Curriculum and Instructional Design & LMS Deployments ::: Finance, Fundraising & Investor Readiness 🟩 Fractional CFO 🟩 Fundraising Strategy and Investor-ready Pitch presentations and Valuation 🟩 Bespoke financial models, with multiple scenarios and complex revenue and capital structures 🟩 Capital Allocation and Cash Flow Strategy 🟩 Investor / Buyer-Facing Financial Narratives (Fundraising support, diligence-ready outputs, board/investor materials) 🟩 Pricing, Unit Economics & Revenue Architecture (especially AI, SaaS and e-commerce) ::: Operating Model, Organization & Capability Building 🟩 Operations and Process Design, SOPs development 🟩 Organizational structure and KPIs design My clients love me for being their go-to consultant and thought partner, being proactive at communication, delivering industry-standard work, and being committed to timelines. Take a look at what my clients say about me (last updated: Dec, 2025) "Easily the best in the business. Aanchal is always able to meet my requirements. I will continue to work with her for many years into the future." (Dec 2025) "Aanchal was phenomenal... I always look forward to working with Aanchal, but she truly went above and beyond this time. She ensured clarity by over-communicating on deliverables, completed all milestones ahead of schedule, incorporated feedback swiftly, and even offered additional support. I can’t wait to work with her again!" (Dec 2025) "Aanchal was super sharp, prompt, and easy to work with. Would work with her again!" (Nov 2025) "Excellent support and quality of work on the project by Aanchal. Highly Reliable . Exceeded expectations." (Nov 2025) "I am immensely satisfied with Aanchal's in-depth market research, comprehensive analysis, and inclusion of financial models showing me a representation of a real-world financial situation. Her professionalism, expertise, and dedication to delivering high-quality work make her an invaluable asset." (Nov 2025) “Aanchal is our go-to consultant when it comes to business management. Right from research, analysis, content to visualizations, her work and dedication are incredible.” (Nov 2025) “Aanchal’s attention to detail is keen! We have hired her for many projects because of her superior project management. She will exceed all of your expectations.” (Oct 2025) “Aanchal was amazing! She has a real passion for what she does and literally went above and beyond the job requirements - it felt as though she treated the work as her own. I am so confident that she will not only meet your expectations but exceed them so much so that if you find you are not 100% happy, I will pay for your project with her.” (Oct 2025)

I’m a Financial Analyst with 2+ years of hands-on experience specializing in Real Estate Financial Modelling and Multifamily Underwriting. I help investors, developers, and asset managers make smarter, data-backed decisions through clear, accurate, and institutional-grade financial models. With a strong foundation in finance and having cleared CFA Level III, I bring analytical depth, attention to detail, and a structured approach to every engagement. ✅ My Core Services A. Real Estate Financial Modeling & Underwriting (Multifamily Specialist) - Development & acquisition models - NOI forecasting - Debt financing schedules - Levered cash flows, IRR, equity waterfalls - Sensitivity analysis and scenario planning B. Capital Budgeting & Corporate Finance - IRR, NPV, payback analysis - Deal evaluation and investment feasibility C. Equity Research & Financial Modelling - DCF, Relative Valuation, FCFF/FCFE - Financial statements analysis - Equity and industry research reports D. Presentations & Investor Materials - Investor decks - Company & product profiles - Clear, professionally designed financial presentations Clients appreciate my ability to break down complex financial logic, build easy-to-follow models, and communicate insights in a structured, decision-ready format. If you need a reliable, detail-oriented analyst who can deliver high-quality financial models and research, I’d be happy to help.

FMVA® Certified | Financial Modeling, FP&A & Business Automation I help founders, startups, and growing businesses turn financial data into clear decisions. With 13+ years of experience, I have built financial models, forecasting systems, valuation models, investor materials, and reporting solutions used for fundraising, strategic planning, acquisitions, and business growth. My work has supported companies across SaaS, healthcare, real estate, infrastructure, e-commerce, and professional services. Beyond traditional finance, I help businesses automate reporting and decision-making processes using Excel, Python, SQL and AI-powered workflows, reducing manual effort and improving visibility into key business metrics. Services I provide: • Fractional CFO Services • Financial Planning & Analysis (FP&A) • Cash Flow Forecasting & Runway Analysis • Budgeting & Strategic Planning • 3-Statement Financial Models • SaaS Financial Modeling (MRR, ARR, CAC, LTV, Churn) • DCF & Business Valuation • Fundraising & Investor-Ready Models • Board & Investor Reporting • KPI Dashboards & Management Reporting • Excel Automation • Python & SQL-Based Reporting Solutions • Data Analysis & Business Intelligence Why clients hire me: ✔ 13+ years of finance and consulting experience ✔ FMVA® Certified Financial Modeling Professional ✔ 250+ successful projects completed ✔ Top Rated freelancer with $50K+ earnings ✔ Ability to combine finance expertise with automation and analytics My focus is simple: deliver accurate, decision-ready financial insights that help businesses grow, improve profitability, raise capital, and operate more efficiently. If you're looking for a strategic finance partner who can bridge the gap between finance, data, and technology, I'd be happy to discuss your project.

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!