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

Most founders can't answer the one question that closes rounds: what makes you impossible to copy? What I do: Dig into your company and find the competitive advantage you've been underselling. It's almost always already there, you just can't see it from the inside. Then I turn it into a clean argument investors can repeat to their partners. And I work with you until you can say it under pressure. Sectors I know: Deep tech across exploration (Arctic, maritime, ocean, space), remote sensing and satellite systems, next-generation energy and climate tech, AI-powered physical systems (robotics, autonomous systems, computer vision), and frontier technologies including aerospace, defense, quantum computing, and advanced materials. Background: Electromechanical engineer who spent six years in investment offices. I work with a small number of founders at a time, pre-seed through Series A. If investors keep asking questions you can't cleanly answer, about defensibility, competition, moat and what makes you different let's talk.

I help early-stage founders get funded and build repeatable growth that attracts serious investment. As a 3× founder and Revenue Leader, I run an accelerator backed by VCs in the US and Europe, helping startups raise early-stage rounds, refine their story, and prove commercial traction. I’ve worked with founders across both continents to bridge the gap between strategy, execution, and capital. What that means for you: -You’ll access investor networks and accelerators across the US, UK, and EU. -You’ll position your company and deck to win investor confidence. -You’ll validate demand and prove traction before the round - not after. -You’ll build a repeatable GTM system that drives growth and credibility. -You’ll raise faster — with structure, momentum, and clarity. New to Upwork, but not to getting founders funded and growing. Check me out on LI: /tobylyons

Who am I: ✅Founder of Castellum Capital, a firm helping tech startups to raise funds ✅CFA Charterholder ✅Bachelor's in Law with honours | Master's in Financial Markets (LSE program) ✅Raised from more than 20+ VCs, including Sequoia Capital ✅Fractional CFO of seed and Series-A startups ✅Fundraiser for PE fund in South East Asia ✅Investment analyst at Deutsche Bank ✅M&A Manager ✅5-years living in SouthEast Asia (Singapore and Vietnam) 🌍Currently based in Spain (CET), and can work in any time zone How can I help you? ⭐VC/PE/M&A/Real Estate fund: ● Financial modeling (valuation, waterfall distributions, cap-tables) ● Presentations (buy/sell-side; fundraising) ● Support to portfolio companies ● Fundraising ⭐StartUp founder: ● Fundraising (pre-seed to Series-B): Fundraise planning, data-room, presentations; Terms negotiation ● Exit ● Financial models ● Investor Relations ● Advisor: I have worked with multiple tech startups at different stages, and can use the experience acquired to help your business. I have seen everything: easy and tough negotiation with investors; bridge rounds; C-suite hiring; aggressive expansion across markets; disagreement between co-founders; exits 🥇I have a 100% Job Success Score on Upwork with more than 20k earned ➡️I own a firm with financial consultants and we can scale along your project needs. ❌If you are looking for cheap freelancers, I am not your guy. I deliver quality 💰I am only open to projects with some fixed payment, we can negotiate success fees or equity, but I will ask for skin in the game at your end. 📝Some resources I share openly (ask me for the links) ● 3-statement Financial Model ● Private Equity returns model (waterfall distribution between LPs and GP) ● Start-up metrics 👥 I like working with honest, visionaries, and hard-working people. If you are one, let's have a chat!

I build AI-powered automation systems that eliminate busywork and drive profitable growth. My focus: n8n-driven architectures enhanced with LLMs, Retrieval-Augmented Generation (RAG), and structured business logic — all grounded in financial impact. What I Deliver 🚀 Growth & Marketing Automation • Trend tracking agents for TikTok, Instagram, YouTube — detect early content patterns, alert you in real time. • Competitor monitoring bots — log every new ad creative, landing page update, or campaign test. SEO & PPC automation — keyword clustering, content brief generation, performance monitoring. 📊 Financial Ops • Invoice verification, quote-to-cash flows, and auto-collection bots connected to CRMs and Stripe. • Payment reconciliation and margin risk flags built on BigQuery + Google Sheets + webhooks. • Modular automations that always tie back to cashflow, margin, and ROI. 🤖 AI Agents & Chatbots • LLM-based assistants using GPT, Claude, or Mistral — respond in your tone, qualify leads, follow up. • RAG systems for knowledge retrieval, product matching, or internal support tools. 🧠 Data Integrity & Infrastructure • Server-side automations with full logging, alerting, rollback support, and fallback logic. • Snapshot-ready workflows and compliance-aware builds for scaling teams. Tool Stack Core: n8n • OpenAI • Claude • Apify • Supabase • Airtable • Postgres Marketing: Google Ads API • TikTok API • YouTube • Notion • Slack CRM/Finance: Stripe • HubSpot • Salesforce • Pipedrive • Google Apps Script Architecture: Webhooks • API Orchestration • Proxy rotation • Docker • LangChain (RAG) Why Partner with Me ✔ 15+ yrs in finance & startups — I stress-test every scenario against cash, margin, and compliance. ✔ ROI-first mindset — every automation scoped with a payback goal, tracked live. ✔ No black boxes — modular builds, documented logic, clear handoffs. ✔ Creative + technical — I speak both API and business strategy.