Financial Modeling, Investor Pitch Decks, Valuation, Fundraising Support & Fractional CFO for Startups, SMBs & Investors — backed by 20+ years in finance and hands-on CFO & FP&A leadership.
🏆 350+ contracts — 150+ on Upwork and 200 outside the platform
🏆 100% Job Success | 5.0 client rating on Upwork
🏆 10+ years in financial modeling and fundrising consulting
🏆 Former CFO & FP&A leader
From complex business models to investor presentations, I turn operating assumptions into clear financial projections, valuations, and funding requirements. My work connects revenue drivers, unit economics, working capital, and financing — helping founders prepare for investor questions and business owners plan their next stage of growth.
Your financial model, investor pitch deck and business plan should tell one consistent story. I connect operating assumptions with financial projections, valuation and funding requirements — so you can explain the numbers and use them to make decisions.
FOR STARTUPS / SMEs:
✅ Financial modeling, 3-statement projections (pro forma) & scenario planning
✅ Investor pitch decks, PowerPoint presentations, business plans & sell-side teasers
✅ Business valuation, cap tables, offering memoranda & term sheet support
✅ Investor sourcing, outreach & fundraising campaign management
✅ Fractional CFO, FP&A, budgeting, cash flow planning & forecasting
FOR INVESTORS / FUNDS / ACQUIRERS:
✅ M&A, LBO, equity valuation & investment memo support
✅ Investment analysis, financial due diligence & downside scenarios
✅ Buy-side financial modeling, forecasting & acquisition analysis
✅ Market research, equity research & comparable-company analysis
✅ Data room, investor deck & confidential information memorandum (CIM) review
💎 SELECTED CLIENT FEEDBACK:
“One of the best freelancers I've worked with!! AAA+++.”
— Upwork client, Financial spreadsheet
“Job finished successfully. Great to work with. Will use again in the future”
— Upwork client, Investment Proposal Document
PROJECTS & DELIVERABLES:
Startup and SaaS financial models; Excel and Google Sheets forecasts; investment fund and LP/GP models; real estate development and acquisition models; DCF and comparable valuations; investor pitch decks; business plans; investment memos, CIMs and offering memoranda; investor research; feasibility studies; financial model reviews and rebuilds.
ABOUT ME:
I work with founders and investors on the analysis and materials behind funding, growth and acquisition decisions: a financial model with explainable assumptions, a pitch deck with a clear investment story, a realistic business plan, and valuation work supported by financial analysis. My background combines operational CFO and FP&A leadership with hands-on financial modeling and consulting.
For startups, an engagement often begins with a financial model and expands into pro forma projections, unit economics, scenario planning, cash flow forecasting and funding requirements. I also develop investor presentations, business plans, market research, teasers and offering materials, and support investor sourcing, outreach and fundraising execution.
For investors, funds and acquirers, I focus on investment analysis, buy-side modeling, LBO analysis, deal valuation, equity research and financial due diligence support. This includes reviewing forecasts, challenging growth and margin assumptions, testing financing structures, and checking whether the numbers in an investment memo, investor deck or data room are consistent.
For operating businesses, I provide fractional CFO and FP&A support: budgeting, rolling forecasts, 13-week cash flow planning, management reporting and budget-versus-actual analysis. I help translate performance changes into updated forecasts and decisions about hiring, spending, pricing and expansion.
The common thread is connecting the operating business to its financial outcomes. That can mean a SaaS subscription model, a marketplace revenue forecast, a real estate acquisition analysis or a manufacturing expansion plan. Revenue drivers, capacity, costs, working capital and financing need to work together in one coherent model.
I work in Excel, Google Sheets and PowerPoint. Deliverables are editable, with clear assumptions, transparent calculations and a walkthrough. Scope and milestones are agreed upfront. When a project includes a financial model, pitch deck, business plan and valuation, I align the figures and assumptions across the materials.
Clients bring me in to build a new model, review or rebuild an existing forecast, prepare for investor discussions, evaluate an acquisition or establish ongoing financial planning. Share your business overview, existing materials and deadline so we can define the right scope.
INDUSTRIES:
• FinTech / SaaS / Marketplaces
• Artificial Intelligence (AI) / Machine Learning (ML)
• Blockchain / Crypto
• Cybersecurity
• Oil & Gas / Renewable Energy / Solar
• E-commerce / Retail
• Healthcare / Biotech / Wellness
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)
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!
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