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  4. (Current) Financial Prospectus Writers
  • $175 hourly

    • 5.0/5
    • (282 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (101 jobs)
    --MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.) Sun-Sentinel and ChemicalWeek --Board member, New York Financial Writers Association
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Content Writing
    FinTech Consulting
    AI Content Creation
    Cryptocurrency
    Journalism Writing
    Search Engine Optimization
    Information Technology Strategy
    Content Strategy
    Blog Writing
    White Paper
    Creative Writing
    Financial Writing
    Ebook
  • $200 hourly

    • 4.5/5
    • (141 jobs)
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for M&A transactions, underwriting due diligence, financial modeling buildouts, forecasting, business planning, and valuations on B2B, CRE, D2C, and B2C transactions. If you are into doing an M&A deal, looking to grow your business, need value-added, fractional CFO services, or seeking capital for your venture in our capital markets, I’m the guy people talk to here because I have that unique end-to-end experience that only comes from 30 years of practice experience and doing my own deals - just like you. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy On Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $60 hourly

    • 4.8/5
    • (75 jobs)
    I’m a former investment banker at Deutsche Bank Alex Brown, general partner at Silicon Valley VC MDV, co-founder of boutique VC firm Fast Ventures, and founder of Jackson Steiner, a micro hedge/distressed real estate investment fund. Combined, this amounts to 25+ years of experience in investment banking and venture finance. Today, a few years into semi-retirement, I help founders and CEOs turn their vision into big-picture stories, align stakeholders across cross-functional teams, and persuade investors to back big strategic moves. My work with clients often comprises creating high-level (i) business plans and financial models, (ii) investor decks to support Pre-Seed, Seed, Series A-D, and venture round fundraising, (iii) strategic narratives, and other high-stakes company presentations. Recent Client Successes: • Wander.com secured a combined $30 million in its Seed, Series A, and venture rounds from top-tier VCs such as QED Investors, RedPoint, Susa Ventures, and others. They also procured a $100 million line of credit from Credit Suisse on Dec 1, 2022. • Wander Atlas launched the first and only vacation rental REIT (Real Estate Investment Trust) raising $100 million in an exempt Reg D offering in Q1 2023. • CoinPanel closed its £10 million Series A round in Q1 2023. But don’t take my word for it; feel free to look them up (e.g., on Crunchbase, Forbes, Bloomberg). Other clients I worked with include Anthem Gold, BMW Group, CoinPanel.com, Neil Mandt (Crime Door), OnePak, PlantLife, Sharekey, Spotify, Viddoze.com, Wander.com, and many others. I would love to hear from you to discuss your project. I'm a native English speaker. I'm fluent in German and somewhat proficient in French. So, how about it? I’m looking forward to speaking. Karl A. Mohr
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Presentation
    Business Planning & Strategy
    Financial Presentation
    Presentation Design
    Strategic Plan
    Storytelling
    Pitchbook
    Strategy
    Financial Modeling
    Business Plan
    Startup Consulting
    Venture Capital Consulting
    Business Modeling
  • $70 hourly

    • 5.0/5
    • (123 jobs)
    Hello and welcome! If you are looking for an investor pitch deck specialist, you've come to the right place. As an award-winning, exited entrepreneur with a proven track record of helping others raise funds from investors ($600M and counting), I can provide the expertise you need. Here are a few kind words from clients: "We needed 2 pitch decks for very different purposes and audiences, and Hayden tailored them perfectly. As a result, we successfully and rather easily raised funding! Hayden’s ability to present a ton of technical information in an easy-to-understand image or infographic is amazing." Ignor N. "Hayden was amazing. He was able to deliver our pitch deck at the last minute, and thanks to his work, we were able to close the deal." Paola G. Here is some background … Not so long ago, a pitch I developed for a company I co-founded with 160 shareholders won the Global Entrepreneur of the Year award, an initiative by the British royal family. Today, I dedicate my time to creating the tools that business owners need to secure funding. My specialities include: - Investor pitch decks (12-24 Slides) - Investment Teasers (1 Slide) - Business plans (20-100+ Slides) - Confidential Information Memorandums (20-50 Slides) - Financial Projections (3YR or 5YR, incl. Cap Table, Investment Analysis) - Valuations (Multiplers, DCF, tailored methodologies) Some recent projects that were successful in raising funds include: (1.) Investor pitch deck for an impact investment fund (UK) - £50M. (2.) Investor pitch deck for an insurance software business (US) - $250K. (3.) Acquisition plan & finance proposal for a mid-market M&A firm (USA) - $7.3M. (4.) Investor pitch deck for a crypto services firm (USA) - $7.5M. (5.) Confidential information memorandum for a fire protection company (Norway) - 100% Exit. (6.) Investor pitch deck for a Neurofeedback company (USA) - $3.3M. (7.) Investor & Lender pitch decks for a cloud computing company (UK) - £6M & £200M. (8.) Investor pitch deck for a healthcare company (USA) - $40M. (9.) Lender pitch deck for real estate development (Malta) - 1M€ (10.) Investor pitch deck for a mental health tech platform (UK) - £7M. * Further proof is below; see 40+ case studies on my profile page. My industry experience with pitch deck development spans 19 industries: Real Estate, Construction, Manufacturing, Clean Energy, Mining, Entertainment, Financial Services, Hospitality, Aerospace, Technology, Software, Agriculture, Healthcare, Services, Fashion, Consumer Products, Fast-Moving Consumer Goods, and Social Impact. I would love to learn more about your business and aspirations over a discovery call. I've walked in your shoes before and enjoy getting to know other entrepreneurs. We can discuss the project goals, process, timing, budget, and, most importantly, how I can help you win over investors and secure the funding you need to grow your company. Please let me know a convenient time for a Zoom call. Best regards, Hayden
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Company Valuation
    Financial Projection
    Business Presentation
    Management Consulting
    Pitch Deck
    Fundraising
    Competitive Analysis
    Business Modeling
    Company Profile
    Mergers & Acquisitions
    Investor Overview
    Business Plan
    Fundraising Presentation
    Private Equity
    Presentation Design
  • $125 hourly

    • 4.9/5
    • (85 jobs)
    Complex, custom financial modeling specialist. American, native English speaking corporate finance professional with over 24 years of uniquely broad and deep analytical and financial management experience: - Investment Research Analyst (global financial institutions) - Risk Management Analyst & Manager (Wall Street, Banks, Small Business) - Mergers & Acquisitions Analyst ($10B in closed deals) - Former CFO (California-based community bank), numerous remote/fractional CFO Roles - Former Controller - Private financial consulting (from Startups to well-established firms) I am not a typical "financial analyst" who calculates standard financial ratios and ends there. After graduating University with a finance degree (which included a large amount of MBA-level coursework) I was formally trained as a "fundamental research analyst" at a leading US-based financial institution. This is high-level or deep dive analysis - think forensic or investigative analysis. I've spent years analyzing the most complex of Fortune 500 companies as well as an extensive list of small businesses. I provide data-driven clarity, understanding and insight to help you make informed decisions. Most recently I've become a subject matter expert in SaaS and E-Commerce in particular, assisting with both capital raises (Angels and VC) and deep-dive financial analysis and reporting. I've also held numerous Fractional CFO roles in recent years here at Upwork. For the last ten years I’ve been a full-time contractor. I provide top-quality, full-scope solutions. The primary services I've provided to date include: - Financial Modeling - Financial Reporting - Financial Pro Formas - Financial Forecasting - Enterprise-Wide Budgeting - Financial Analysis - Reporting Dashboards - Reporting Automation - Single-Purpose Tools ("Ad Hoc") - Business Valuation - Investor Presentations - Pitch Decks - Accounting System Implementation - QuickBooks Implementation - Accounting System Enhancement/Improvement - Startup Financial Projections - Business Plans - Management Consultation - Commercial Loan Portfolio Review - Efficiency Improvements - Ghost Writing General Financial Modeling Process and Timeline: 1) 15-30 hours for the first draft, depending on degree of complexity 2) First Draft Delivered in 2-5 business days, assuming speedy responses to my questions 3) On a call with screen sharing I walk you through the first draft to explain how it works - We spend however much time is needed for this until you are comfortable and confident with everything - Next we go through all assumptions. I will explain the numbers and provide guidance if needed 4) If any adjustments, revisions or new requested enhancements are needed I get straight to work on those 5) Repeat Step #3 6) Repeat Step #4 if/as needed until you have the tool you need and want 7) If there is any error in my work I fix that free of charge 8) I'm always available for future changes, updates, revisions, etc. if requested by you or any third parties to whom you've presented the model Basically the above process holds true for most any endeavor. I will be in constant communication during the project to make sure you are up to date and to ask questions as they arise. My work product is always high-quality and professional. I'm maniacal about accuracy. I'm not capable of delivering to a lower standard; quality work is important to me not just personally but also because I feel a real sense of obligation to deliver real value in every engagement I enter. Doing my job well is expected so satisfaction for me really comes from helping people become more successful in their professional lives and (by extension) their personal lives as well. For me this is the most motivating aspect of contracting; I truly enjoy seeing clients receive real, meaningful and tangible value from the work I deliver. Do you have important work that you need done right? Contact me and let's get it handled.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Analysis & Valuation
    Financial Presentation
    Financial Projection
    Risk Management
    Data Visualization
    Microsoft Excel
    Accounting
    Forecasting
    Pitch Deck
    Business Plan
    System Automation
    Mergers & Acquisitions
    Financial Management
    Strategic Planning
    Financial Modeling
  • $50 hourly

    • 5.0/5
    • (117 jobs)
    >Technical copywriting for whitepapers, pitch decks, and web pages >Translation of complex Web3 concepts into clear documentation >Transparent estimates and rapid turnaround >Advanced SEO and AI optimization >High-quality deliverables
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    White Paper
    Technical Writing
    SEO Keyword Research
    Blockchain
    Blog Development
    Cryptocurrency
    WordPress
    Finance & Accounting
  • $13 hourly

    • 4.8/5
    • (157 jobs)
    I have an excellent track record and more than 15 years of extensive experience ready to help your company in unlocking your potential and excel in the following areas: A. CPA & Bookkeeper Functions: 1. Independent full-time Accountant/Bookkeeper for US, Canada, UK & Australian-based small and medium companies. (Quickbooks, XERO, Zoho, MYOB) 2. Corporate Finance (CFO Level) a) Financial Analysis and Reporting b) Business analysis and planning c) Budgeting and Financial forecasting & modeling d) Financial Statements Audit/Review/Compilation e) Other financial services
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Modeling
    Technical Analysis
    Xero
    Business Valuation
    Accounting Report
    Accounts Payable Management
    Financial Management
    Management Consulting
    Accounts Receivable Management
    Financial Analysis
    Bookkeeping
    Tax Accounting
    GAAP
    Bank Reconciliation
    Accounting
    Payroll Accounting
    Month-End Close Assistance
    Intuit QuickBooks
  • $250 hourly

    • 4.9/5
    • (37 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $35 hourly

    • 4.7/5
    • (366 jobs)
    Business Planning and Analysis - Medical Analyst - business grant writer - projections - research - terms and conditions, report writing (literature reviews, essays, research reports, trend reports etc.). Creation of briefs and motions, trusts, financial and business administration, editing, proofreading. Strategist, creative out-of-box thinking.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Legal Writing
    Copywriting
    Microsoft PowerPoint
    Academic Writing
    Contract Drafting
    Business Proposal Writing
    Business Planning & Strategy
    Blog Writing
    Article Writing
    Cover Letter Writing
    Company Profile
    Real Estate
    Business Analysis
  • $165 hourly

    • 4.9/5
    • (238 jobs)
    Hello. Are you launching a startup? Looking to propel your company's growth? With 25+ years in investment banking, venture capital, and startup finance, I've worked with hundreds of startups and early-stage companies. My toolkit? Developing powerful and effective financial models, pitch decks, business plans, and coaching. But it's not just about creating the right tools. It's about deploying them with precision. That’s where I can assist you even more. I will help you understand investors and the fundraising process, ensuring your venture is not just another pitch but one where investors stand up and take notice through a clear, concise, and defensible strategy. Spotting what investors crave and catching potential deal-breakers is my forte. Think of me as your fundraising strategist – understanding the investor psyche, anticipating their questions, and setting you apart. My journey spans co-founding a venture capital firm, leading an investment banking firm, and igniting the growth of hundreds of startup and early-stage companies across several different industries. I have lived the entrepreneur life, been the bridge between startups and capital giants, and navigated the intricate waters of private equity. What excites me? The spark of potential. The thrill of turning a vision into a funded reality and working side-by-side with founders like you, creating strategies that resonate and results that exceed expectations. Let's have a chat! Dive into your aspirations, challenges, and goals. Together, we can make your journey to growth and success unforgettable. Ready to elevate your company? Drop me a message. Let's talk. Cheers, Kim
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Projection
    Investor Overview
    Strategy
    Venture Capital Consulting
    Financial Writing
    Corporate Finance
    Business Plan
    Business Coaching
    Management Consulting
    Presentations
    Startup Consulting
    Financial Modeling
  • $45 hourly

    • 5.0/5
    • (385 jobs)
    🙌🏽 600+ 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$75𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀, 𝗮𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗹𝗮𝗻𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Absolutely incredible. I will work with Monica again. Extremely professional. We spoke just once and based on our conversation, she had a full grasp of our business. - Luis P, CEO of LJP Medical "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ 𝗧𝗲𝗹𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝘀𝘁𝗼𝗿𝘆 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 through numbers in a Financial Model, through words in a Pitch Deck, and strategy in a Business Plan so they can raise funds successfully. ✅ 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗲𝗮𝘀𝘆-𝘁𝗼-𝘂𝘀𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 that allow them to run their business more effectively as small business owners. ✅𝗔𝗱𝘃𝗶𝘀𝗶𝗻𝗴 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀 on growth, fundraising, proven investor strategies, and financial management best practices. Why I’m worth talking to: ✅ I've done this a few hundred times before. 🔎 I’ll “get” your business model right away without you having to do too much explaining. 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better. 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you and can share what I learned. Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent." - Felipe Azenha, CEO of CinderFit
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
  • $75 hourly

    • 4.9/5
    • (639 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Managerial Finance
    Investment Banking
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $85 hourly

    • 4.8/5
    • (483 jobs)
    "I'm Dr. Gaurav B., a certified valuation expert (ABV®-AICPA, CVA®, ASA) with an MBA, Ph.D., and postdoctoral credentials from top business schools, bringing over 15 years of experience in valuation services, equity research, financial analysis, and projections for tax, financial reporting, and strategic decision-making. With a background in venture capital, I specialize in financial planning, investment analysis, financial modeling, and valuation. As President of Transaction Capital LLC, I’ve completed over 1,500 valuation assignments for a global clientele, including startups, venture capital firms, and corporations across the U.S., Europe, the UAE, the Middle East, and Asia. My expertise includes IRS-compliant valuations, certified 409A valuations, real estate appraisals, and equity research, ensuring accurate and compliant valuations for tax purposes, financial reporting, and informed strategic planning." --------------------------------------------------------------------------------------------- Credentials: 🏆 ABV® (Accredited in Business Valuation, AICPA No. 255907545) 🏆 CVA® (Certified Valuation Analyst, NACVA, Credential ID 1020775) 🏆 ASA (Accredited Senior Appraiser, American Society of Appraisers) 🏆 MRICS (Chartered Valuation Surveyor, RICS, Credential ID 0816280) 🏆 GRI Certified Sustainability Professional, Netherlands (Credential ID 85333801) ---------------------------------------------------------------------------------------------- Core Services: 🏆IRS-Certified Valuations for Tax & Financial Reporting 1. 409A Valuations: Accurate and compliant valuations for equity compensation and share-based payments. 2. Certified Tax Appraisals: Estate and gift tax valuations, non-cash charitable contributions, and asset allocation analysis. 🏆 Real Estate Valuation & MRICS Certification 1. Certified Real Estate Appraisals: Comprehensive valuations for multifamily properties, commercial real estate, and development projects. 2. Financial Modeling for Real Estate: Cash flow analysis, NPV, IRR, and REIT structure modeling backed by MRICS accreditation. 🏆Valuations for Financial Reporting 1. Certified Financial Reporting Valuations: Purchase price allocation, goodwill impairment, and fair value assessments under ASC and IFRS standards. 2. Complex Securities & Derivative Valuation: Expert assessments for share-based payments, derivatives, and intangible assets. 🏆Venture Capital & Private Equity Valuations 1. Portfolio Valuation for VC Firms: Specialized support for venture capital and private equity portfolios, including exit strategies and funding rounds. 🏆Sustainability & ESG Valuations 1. Certified Valuations for ESG: Impact assessments for CSR activities and valuations for ESG-focused projects. My certification as a valuation professional ensures that my clients receive credible, thorough valuations that meet IRS and financial reporting standards. Let’s connect to discuss how my specialized services can support your tax compliance, financial reporting, and strategic goals.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Projection
    Equity Research & Analysis
    Financial Analysis & Valuation
    Valuation
    Equity Valuation
    Discounted Cash Flow
    Real Estate Financial Modeling
    Real Estate Appraisal
    Venture Capital Consulting
    Business Valuation
    Startup Consulting
    Financial Analysis
    Company Valuation
    Equity Research
  • $135 hourly

    • 4.4/5
    • (72 jobs)
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $125 hourly

    • 4.9/5
    • (377 jobs)
    Get 2X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Strategy
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Presentation Design
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Pitch Deck
    Fundraising
    Investor Roadshow
    Management Consulting
    Pitchbook
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
  • $50 hourly

    • 4.4/5
    • (398 jobs)
    Client oriented and focused on helping your business grow. Either you are a startup, pre seed company, established as well known on the market, you can always be better. I can put your business idea in excel I can analyze your business and asses areas of improvement I can do business valuation I can help you capture investor's interest by showing business potential I can guide while making decisions that will impact future profits How I do that: -I specialize in building bottom-up, dynamic models in Excel -Custom build formulas to match desired output, -Create dynamic model, fully controlled by few simple inputs with interactive dashboards -I solve complex problems by thinking outside the box, and make excel formulas to work for me -Emphasize visualization: graphs, charts, pivot tables and dashboards. Worked and helped more than 150 companies. I can build model for any type of business model as I listen to you. I focus on understanding every aspect of your company, every goal you want to achieve and build steps require to get there. Lets build successful businesses together!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Financial Modeling
    Financial Planning
    Budget Management
    Business Plan
    Financial Projection
  • $25 hourly

    • 4.9/5
    • (2,046 jobs)
    - 12 years of top performance on Upwork 🏆 - More than 2,000 satisfied international clients 😊 - 1,600 plus 5 Star reviews ⭐️ - Bespoke solutions for all industries 🤝 This is what sets me apart from other freelancers: ✅ Free consultation ✅ 24/7 support ✅ Experience in a wide range of industries ✅ Hands on experience in multiple financial tools ✅ Strong relationship with industry leaders
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Accounting
    Xero
    QuickBooks Online
    Bookkeeping
    Business Writing
    Business Plan
    Business Analysis
    Financial Presentation
    Financial Modeling
    Business Valuation
    Business Proposal Writing
    Financial Writing
    Company Valuation
  • $60 hourly

    • 4.9/5
    • (328 jobs)
    ✅Nothing makes me more excited than my clients having a success story to be told!✅ 🏆 Top Rated Upwork Financial Consultant 💼 170+ Delivered Jobs 🕓 1000 + Worked Hours ⭐ 5-Star Feedback (Mostly) 💯 100% Job Success Score My brand is of utmost importance to me. My brand is not a logo. My brand is the promise I make, the expectations my clients have and what I stand for. I don't only sell services, but I also sell an experience; the experience of interacting together, an everlasting support for the piece of work I did, and a new friendship. I have more than 7 years of experience in making Business Plans, Financial Plans, Researches, Business Valuations, and other financial services. Clear, concise and effective Business Plans and Financial Plans based on your organizational goals and funding needs that match the funders’ expectations and for your long-term needs. I hold an MBA degree, and Top Executive Education from IMD business school (Switzerland); a top business school in Europe. I am also PMP certified and have extensive project management experience. My areas of expertise are (but not limited to): * Finance: Financial Forecasting / Financial Projections / Financial Modeling / Financial Planning / Business Valuation * Strategy: Marketing Strategy / Pricing Strategy / Business Plans / Strategic Plans / Marketing Plans * Business Process Management and Optimization. I love optimizing online businesses. * Analytics & Research: Market Research / Financial Analytics * LinkedIn Contacts and Market Research. * Project Management This includes an in-depth review of your organization to effectively communicate your vision, mission, and strategies. I will give you a business plan that will include real human market intelligence gathering, Professional Design, and a well-researched document. My submissions will help you close that financing deal with your Bank or possibly Private Equity Investors. I am results-driven, very task-oriented and can deliver you solutions for all what makes you sleepless and challenges you in your business, whether you are a start-up, small or medium-sized business, or having a growth and expansion plan. Proficient in budgeting, operations management, long-term planning and finance and holds a track record of achieving and exceeding profitability expectations and shareholder return. 1) Financial Plan, Budgeting & Forecasting, Proforma Financial Statement: I will provide you a dynamic 5 years financial model on Excel. Using that model, you will able to control the whole model. Means if you change the variable in the assumptions, the rest will change automatically. Mean I will provide you a "Dynamic Financial Model". I will also tell you where to change data. This Financial Model will contain Yearly and Monthly Financial Statement (PnL Statement, Balance Sheet, Cash Flow), Revenue & Expense Projection, Working Capital, Capex, Ratio Analysis, Break Even Analysis, Valuation, etc. 2) Business Plan Writing & Development: I will help you optimize your strategy, research and analyze your market and competitive position, and create a clear and compelling business plan to articulate your opportunity. I don't use a cookie-cutter business plan template – I develop all of my business plans from scratch to ensure we tell your unique story in the most compelling way possible 3) Business Plan Review: If you have already written your plan, we can provide an objective third party critique before you send it to investor 4) Presentation Design: Clean, clear presentations are crucial, whether you are seeking capital, partners, customers, or employees. We'll help you design a crisp presentation and coach you on how to deliver it in an engaging way. 5) Grant Writing and Program Development Strategic support to improve impact. This may include developing business plans and governance structures for enhanced organizational structuring or developing a strategy for program expansion. I can also help you identify and facilitate partnerships with similar organizations in your field. 6). Financial Analysis A Quantitative and Qualitative analysis which includes PEST Analysis, SWOT Analysis, Business Competitiveness Analysis, Economic Analysis. For qualitative analysis- I will do Vertical and Horizontal Analysis, Dupont Analysis, Ratio Analysis (Profitability, Competitiveness, Management Efficiency, Liquidity, Solvency, Capital Structure, Return to Investor)
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Corporate Finance
    Financial Modeling
    Process Improvement
    Business Process Reengineering
    Business Process Modeling
    Financial Management
    Financial Analysis
    Business Plan
    Business Analysis
    Strategic Plan
  • $29 hourly

    • 4.9/5
    • (5,691 jobs)
    Ex-McKinsey | Upwork Skill Certification | 5600+ Projects | 79% long-term clients ** RAPID TURNAROUND ** AFFORDABLE COST ** 2 FREE REVISIONS ** MOST HIRED and TOP-RATED PLUS freelancer in Upwork I have expertise working with Microsoft PowerPoint, Google Slides, Apple Keynote, Canva, and Adobe Suite (In Design, Illustrator, and Photoshop). Vital skill set in designing flyers, brochures, Adobe fillable forms, infographics etc. CAPABILITIES: ✅ McKinsey-type corporate consulting presentations ✅ Financial report - MS Graphs and ThinkCell charts ✅ Investor pitch decks and fundraising presentations ✅ Sales and marketing slide decks ✅ PowerPoint template design - Master slide layouts with placeholders ✅ Google Slides - Enhancement and masters fixing ✅ Flyers, brochures, poster, Adobe fillable forms, etc. ✅ Infographics, social media posts design, etc. ✅ Letterhead, business card, etc. ✅ Factsheet, capability statement, case study report, etc. WHAT CAN YOU EXPECT? ✅ Setting clear work expectations at the initial stages to avoid errors ✅ Guaranteed high-quality designs delivered on time that suits your budget ✅ Prompt responses and strict confidentiality ensured. Willing sign NDA (if needed) Please review my feedback ratings and comments to evaluate the quality of service I deliver to my clients. Most of my first-time client engagements turn out as long-term projects. Glad to connect with you via Upwork Call from Monday to Saturday to discuss your requirements. India Standard Time (IST): 7 AM to 10 PM IST Eastern Standard Time (EST): 8:30 PM- 11:30 AM EST
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Microsoft Word
    Presentations
    Visual Presentation Design
    Graphic Design
    Google Slides
    Financial Presentation
    Data Visualization
    Marketing Presentation
    Business Presentation
    Training Presentation
    Branding Template
    Microsoft PowerPoint
    Chart Presentation
    Presentation Design
    Sales Presentation
  • $300 hourly

    • 5.0/5
    • (141 jobs)
    I have over 12 years of EXPERTISE in Business Consulting, Sales Growth, and Marketing Strategy. My goal is to build a holistic, full-stack strategy to get in front of your customers and TRULY beat your competition. I run a full-court press on the following: - Paid and Organic (Google, Meta, TikTok, LinkedIn, X) - Search Engine Optimization - Email Marketing and Drip Campaigns - PR and Local News Campaigns - Dialing in Your Offer and Customer Journey - Ongoing Sales Coaching - Traditional: TV, Billboards, and Radio - Cold and Warm Calls Eyeballs = Leads = Sales $$$ More about What I Do: Social Media Marketing and Content Strategy. I have helped over 100 clients with customized digital presence solutions, gaining them measurable engagement growth, and developing innovative content strategies that convert. My aim is to transform your social media presence into a powerful revenue-generating engine. Here's what I offer: 1️⃣ Social Media Strategy Development: Expertise in crafting data-driven social media strategies across all major platforms (Instagram, TikTok, LinkedIn, X, Facebook) 2️⃣ Content Creation & Management: Skilled in developing engaging, brand-aligned content that resonates with target audiences and drives meaningful interactions 3️⃣ Community Building & Engagement: Creating authentic community engagement strategies that turn followers into brand advocates 4️⃣ Social Media Analytics & ROI: Comprehensive tracking and reporting of social media metrics to demonstrate clear business impact 5️⃣ Paid Social Campaign Management: Strategic planning and optimization of paid social campaigns for maximum ROI Key Achievements: 🔹 Proven Success: Successfully managed over 100 social media campaigns, achieving an average sales growth rate increase of 350% 🔹 Expert Vetted: Recognized as a top 1% marketing strategist on Upwork with 100% client satisfaction 🔹 Innovative Solutions: Developed viral content strategies that resulted in 10x follower growth for multiple clients Working Process: 1️⃣ Initial Consultation: We begin with a comprehensive social media audit and goal-setting session to understand your brand voice and objectives 2️⃣ Customized Strategy: I develop a tailored social media plan aligned with your business goals and target audience 3️⃣ Regular Updates: Weekly performance reports and content calendars keep you informed of progress and upcoming content 4️⃣ Ongoing Optimization: Continuous monitoring and optimization of your social media presence, ensuring sustainable growth and engagement Contact me and let's discuss how I can help you achieve your social media goals!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Content Writing
    Business Writing
    Microsoft Excel
    Financial Analysis
    Business Plan
    Business Analysis
    Social Media Marketing
    Competitive Analysis
    Sales Strategy
    Sales
    Data Analysis
    Market Analysis
    Marketing Strategy
    Go-to-Market Strategy
    Market Research
  • $40 hourly

    • 4.9/5
    • (115 jobs)
    🚀 120+ Pitch Decks Designed |✍ 70+ Business Plans Written | 📈50+ Financial Models Prepared |💰 $70m+ Raised in Early-Stage Funding for Startups As a Co-Founder of Ideate Business Plans, I've helped startups raise over $70M in Pre-Seed to Series A funding through expertly crafted pitch decks and business plans. With 7 years of management consulting experience, I combine financial expertise with compelling design to create investor-ready materials that have proven successful across diverse sectors including AI, SaaS, fintech, blockchain, healthcare, and EdTech. Tailored solution for your fundraising needs: 1. Investor Pitch Deck: ✅ Content structure based on Guy Kawasaki or Sequoia Capital format ✅ Infographics & Engaging Graphics 2. Business Plan: ✅ Market Analysis ✅ Competitor Insight ✅ Business Model ✅ Suitable for investors, banks, and SBA applications 3. Financial Model: ✅ 3-Statement Financial Model (Balance Sheet, P&L, Cashflow) ✅ Easy to navigate Excel or Google Sheets ✅ Market-validated Assumptions ✅ Business Valuation A few of my testimonials on Upwork: 🏆 "It was a great experience working with Saad, would highly recommend him to anyone looking for a top-quality freelancer to deliver your business plan documents or similar. He is very professional top quality, and delivered in an excellent timely manner." - Edmund (SaaS Startup ~ Business Plan, Pitch Deck & Financial Model) 🏆 "Saad was great to work with. He was extremely efficient and communicated timely. We needed a business plan from scratch and Saad did an excellent helping get this completed. Thank you so much, Saad 🙏🏾" - Najah (Yoga & Wellness Club ~ Business Plan & Financial Model) 🏆 "Saad was a pleasure to work with. He is able to take the content you have and simplify it in a clean but modern way. We already started another project together. I strongly recommend him for deck design." - Brian (Renewable Energy Startup ~ Pitch Deck) 🏆 "Saad is an amazing find. We needed some last-minute help with re-designing an investor presentation and were lucky to get Saad's help. He helped not only with design but also helped clarify some of our content and came up with great suggestions for improvement. He compressed at least a week's work into a couple of days, staying up until 4 a.m. his time to complete the work. We'll definitely be working with Saad again." - Baird (Fintech Startup, Pitch Deck) 🏆 "Saad truly cares about his work and I can tell he loves what he does! I'm really lucky to have found Saad on Upwork. As a startup, it can be nerve-wracking to trust anyone with your dream business. In Saad, I found someone who was dedicated to doing a great job and cared a lot. I can be pretty tough when it comes to quality of work, and he has absolutely proved to me he's the real deal!" - Erika (Weather Climate App, Pitch Deck & Financial Model) Feel free to contact me with any inquiries or simply for a friendly conversation about how I can assist you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Google Slides
    Business Proposal Writing
    Financial Modeling
    Investor Overview
    Startup Consulting
    Immigration Business Plan
    Business Planning & Strategy
    Business Plan Writing
    Startup Pitchbook
    Fundraising Presentation
    Pitch Deck
    Business Plan
    Pitchbook
    Microsoft PowerPoint
    Presentation Design
  • $150 hourly

    • 4.7/5
    • (88 jobs)
    Raising money as a startup is hard work! The amount of collateral required (one-pager, pitch deck, business plan, financial projections) is massive. And if that's not enough the knowledge required to actually approach and close rounds with angels and VCs is another huge hurdle. With 13 years of entrepreneurial experience and 3 exited startups, I know what investors are looking for when analyzing startups. Whether it be a business plan, pitch deck, financial model, or term sheet, I'm here to help you create the collateral that will get investors' attention. You only get one chance to impress an investor, don't waste it! Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. I have completed pitch decks and fundraising (Pre-Seed to Series C) for over 300 companies including my own funded and exited startups. I specialize in knowing what accelerators are looking for (Y-Combinator, TechStars, TechCrunch Disrupt, 500 Startups, SOSV). I am an extremely detail-oriented and fast worker. Additionally, I am a growth hacker who can help you acquire and cater to your first users by putting together completely customized marketing plans and helping you execute them out. I specialize in: - Business Consulting - Business Plan Writing - Pitch Decks - One Pagers - Financial Projections - Pre-launch Feasiblity Studies - Venture Capital Strategy - Marketing & User Acquisition Plans - Market Sizing - Competitor Analysis. I'm looking forward to connecting with you and helping you on your journey to startup growth and success!
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Venture Capital Consulting
    Pitchbook
    Startup Consulting
    Business Plan
    Fundraising
    Management Consulting
    Business Modeling
    Financial Modeling
  • $250 hourly

    • 5.0/5
    • (91 jobs)
    PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included VC General Partner (GP), Board of Directors, Strategic Advsiory, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Fundraising
    Executive Summary
    Business Modeling
    Growth Strategy
    Analytics
    Corporate Strategy
    Business Presentation
    Startup Consulting
    Venture Capital Consulting
    Entrepreneurship
    Financial Analysis
    Strategy
    Financial Modeling
    Business Plan
  • $25 hourly

    • 4.9/5
    • (27 jobs)
    Hello! I am an expert Accountant and bookkeeper using QuickBooks Online, Xero, Wave, NetSuite, Zoho Books, Sage, Freshbooks and Quicken. I am eager to help you and your business with all your bookkeeping and payroll needs. I have worked as a bookkeeper and payroll specialist for over 5 years. My clients range from small start-up businesses to established small and medium size companies. I have worked with businesses in the following industries (this is not a complete list but a representation of my current clients): • Hospitality and Restaurants • Construction • AC Repair and Big Equipment Repair • IT and Computer • Education • Mental Health Services • Fitness My main goal is to create a specialized plan for you and your business that will allow your books to be caught up, kept up, and for you to know the financial picture of your company – allowing you to make sound financial decisions. As your bookkeeper, I will take on tasks that are time-consuming and give you time to focus on growing your business. What can I help you with? As your bookkeeper, I will take on tasks such as, but not limited to: • General bookkeeping tasks. • Catching up your books from previous years. • Maintaining your books. • Yearly review to ensure your books are in order for filing your business taxes. • Accounts Receivable: o Tracking your invoices and ensuring they have been paid. o Providing a monthly update on outstanding invoices. o Creating new invoices to send to your customers. • Accounts Payable. • Monthly reporting. • Bank reconciliation. • Grant invoicing. • Payroll using QuickBooks Online Payroll, Gusto, or ADP. As a bookkeeper, I have several qualities (just to name a few) that have allowed me to be successful. • Detail oriented. • Honest and trustworthy. • Motivated and organized. • Provide bi-weekly updates so you always know what is happening with your books. Ask yourself these questions: • Are you constantly feeling overwhelmed with your financials and not sure where your money is or if you are spending too much in one area? • Are you just feeling overwhelmed and behind on the business side of your business? • Are your bookkeeping and ongoing business tasks something you would like to leave to someone else so you can focus on growing your business? • Do you want to focus more time on the qualities of your business, the reason you started your company that makes it special and unique to you? If you answer yes to one or all these questions, I can help you! By working with you and your business, I will be able to free up your time, allowing you to focus on other priorities you have in running your business. I look forward to working with you! If you have any questions or if you are ready to get started, message me and let’s chat! Best Regards! Feroza Ayub
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    SEM Account Setup
    Xero
    Wave Accounting
    PDF Conversion
    Financial Report
    Inventory Management
    Accounts Receivable Management
    Accounts Payable Management
    Account Reconciliation
    Account Management
    Intuit QuickBooks
    Microsoft Excel
    Payroll Accounting
    Bank Reconciliation
    Bookkeeping
  • $125 hourly

    • 4.5/5
    • (277 jobs)
    I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Sales & Marketing
    Executive Coaching
    Due Diligence
    Microsoft Excel
    Marketing Strategy
    Market Research
    Market Analysis
    Startup Consulting
    Business Writing
    Business Strategy
    Financial Presentation
    Valuation
    Budget Management
    Financial Plan
    Mergers & Acquisitions
    Financial Writing
    Financial Modeling
    Financial Analysis
  • $80 hourly

    • 4.8/5
    • (220 jobs)
    🏆 Get 10X more investor meetings🏆 $𝟗𝟎𝟎𝐌+ 𝐟𝐫𝐨𝐦 𝐭𝐨𝐩 𝐕𝐂𝐬: 𝐒𝐞𝐪𝐮𝐨𝐢𝐚, 𝐚𝟏𝟔𝐳, 𝐏𝐥𝐮𝐠 & 𝐏𝐥𝐚𝐲, 𝐀𝐜𝐜𝐞𝐥, 𝐀𝐧𝐝𝐫𝐞𝐞𝐬𝐬𝐞𝐧 𝐇𝐨𝐫𝐨𝐰𝐢𝐭𝐳 🌟+10 years capital markets experience 🥇 Top 1% on Upwork worldwide. 🟢 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐨𝐩𝐞𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫'𝐬 𝐜𝐡𝐞𝐜𝐤𝐛𝐨𝐨𝐤𝐬? Let's keep it real here. 𝐘𝐨𝐮 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭 𝐎𝐍𝐄 𝐬𝐡𝐨𝐭 𝐰𝐢𝐭𝐡 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬, one wrong move in this process, and poof! All your hard work and time? Down the drain. 𝐈'𝐯𝐞 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 𝐚 𝐰𝐞𝐥𝐥-𝐨𝐢𝐥𝐞𝐝 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐭𝐡𝐚𝐭: 📢 Gets you 𝟏𝟎𝐗 𝐦𝐨𝐫𝐞 investor meetings 📢 Saves your TIME by raising 𝟒𝐗 𝐅𝐀𝐒𝐓𝐄𝐑 📢 𝐒𝐓𝐎𝐏𝐒 𝐘𝐎𝐔𝐑 𝐒𝐓𝐑𝐔𝐆𝐆𝐋𝐄𝐒 and allows you to focus on your core business My clients have a LOT to say about me: ✅ 𝑾𝒆 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉 𝒂𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒃𝒂𝒏𝒌 𝒇𝒐𝒓 𝒐𝒗𝒆𝒓 𝒂 𝒚𝒆𝒂𝒓 𝒂𝒏𝒅 𝒏𝒆𝒗𝒆𝒓 𝒈𝒐𝒕 𝒕𝒉𝒆 𝒐𝒖𝒕𝒄𝒐𝒎𝒆 𝒕𝒉𝒂𝒕 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒗𝒊𝒅𝒆𝒅 𝒇𝒐𝒓 𝒖𝒔 - AI founder with $200M raised + 3 exits + 1 IPO ✅ 𝑴𝒚 𝒘𝒉𝒐𝒍𝒆 𝒕𝒆𝒂𝒎 𝒘𝒂𝒔 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒊𝒎𝒑𝒓𝒆𝒔𝒔𝒆𝒅 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆 𝒘𝒐𝒓𝒌 𝑮𝒖𝒓𝒈𝒆𝒏 𝒑𝒓𝒐𝒅𝒖𝒄𝒆𝒅 -Series A founder who raised $12M in 10 weeks ✅ 𝑩𝒆𝒔𝒕 𝒅𝒆𝒄𝒌 𝑰’𝒗𝒆 𝒆𝒗𝒆𝒓 𝒔𝒆𝒆𝒏! - Lead investor of a Fintech business (ex-JP Morgan) ✅ 𝑰 𝒔𝒆𝒏𝒕 𝒕𝒉𝒆 𝒑𝒊𝒕𝒄𝒉 𝒅𝒆𝒄𝒌 𝒂𝒏𝒅 𝑰 𝒓𝒂𝒊𝒔𝒆𝒅 𝒐𝒗𝒆𝒓 𝒕𝒉𝒆 𝒑𝒉𝒐𝒏𝒆 𝒕𝒉𝒆 𝒏𝒆𝒙𝒕 𝒅𝒂𝒚! 𝑮𝒖𝒓𝒈𝒆𝒏 𝒊𝒔 𝒎𝒂𝒈𝒊𝒄! - $20M raised with multiple VC backing in 8 weeks (Oversubscribed) Sound like a fit? Next steps: 📺 Watch the video on my profile and check out my portfolio 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
    vsuc_fltilesrefresh_TrophyIcon Financial Prospectus Writing
    Business Writing
    Microsoft PowerPoint
    Business Presentation
    Investor Roadshow
    Fundraising
    Management Consulting
    Venture Capital
    Venture Capital Consulting
    Startup Consulting
    Investor Overview
    Financial Modeling
    Business Plan
    Pitchbook
    Pitch Deck
    Presentation Design
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