Fundraising Consultant job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Fundraising Consultant Job Description

A fundraising consultant is a person who raises funds for a charity, a group, or an organization. Fundraisers may work on behalf of a university, a hospital, a charity, or any other organization that requires the funds it receives to be used for a specific purpose. Fundraisers are responsible for contacting potential donors to secure donations, organizing events where donations can be collected, and keeping track of how much money has been raised.

Below, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for a fundraising consultant.

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The Job Overview

We are seeking a fundraising consultant to join our event planning team. You will be responsible for identifying potential sponsors and event donors, as well as securing their support. You'll also be responsible for creating and sending out proposals.

Responsibilities

Below are some of the responsibilities a fundraising consultant is expected to assume in their position.

Identify and approach potential sponsors, donors, and granters

Develop and maintain relationships with donors

Create and maintain donor database

Plan and execute fundraising campaigns and activities

Conduct research and write proposals

Account for and track donations

Create and maintain financial reports

Gather information for grant proposals

Prepare budgets and financial reports

Maintain donor records and files

Job Qualifications and Skill Sets

Below are the qualifications expected of a fundraising consultant:

A bachelor’s degree isn’t required but recommended

Fundraising experience

Excellent communication and organizational skills

Self-motivated and a self-starter with an outgoing personality

Excellent time management skills

Ability to work under pressure

Ability to handle multiple projects simultaneously

Ability to work well in a team environment

Ability to work independently

Strong analytical and math skills

Proficiency in Microsoft Office Suite

Experience using Adobe Acrobat Pro and the Internet is a plus

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4 Factors to Consider When Creating a Fundraising Consultant Job Description That Fits Your Needs

There are many fundraising consultants out there, so it is crucial that you understand what you need before hiring. Below are some factors to consider to help you choose the right fit for your company:

1. What Type of Fundraising Consultant Do You Need?

There are many types of fundraisers: fun runs/walks, non sport competitions, galas, concerts, auctions, and more. Fundraising consultants often specialize in specific areas, so it’s important to understand what type of fundraising consultant is best for your organization and audience.

2. Employee vs. Consultant

Fundraisers can be full-time employees, but most are consultants that can be hired on a full-time or part-time basis. In-house consultants are usually employed by nonprofit organizations that are in fundraising mode throughout the year. If there are several events scheduled to raise money every season, then hiring a full-time fundraiser is an excellent approach. For organizations and nonprofits that focus on just a few fundraising opportunities, leveraging a fundraising consultant’s services only during fundraising season works best, as a consultant will not require full-time benefits and salary.

3. Experience

Finding a fundraising consultant with the best mix of experience and expertise is ideal. Fundraisers who have been practicing their craft for only a year or two might be suitable for small-donation fundraising events and programs that involve typical members of the population. For events or programs that involve high-dollar donations and significant volumes, a more experienced fundraising consultant is best. More-experienced fundraising consultants have a track record dealing in significant donation amounts and engaging with high-net-worth individuals.

For example, board members from the American Heart Association might look for a more experienced development consultant or a high-quality consulting firm, since they have a capital campaign that involves a lot of monetary transactions.

4. Industry

Fundraising consultants might specialize in raising money for specific causes, such as animal rights, the poor, conservation, education, civil rights, or women’s rights. When looking for a fundraising consultant, finding one with extensive experience working in one of the areas you need can pay dividends in the long run due to their expertise in the area and contacts they may already have in that particular interest area.

Next Steps

So you’re now ready to begin looking for a fundraising consultant. Great fundraising consultants can be found on Upwork. Their qualifications are listed along with their experience, giving you all the information to find the right fit for you.

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Fundraising Consultants you can meet on Upwork

$80 hourly
Alejandro E.
- 4.7
- (98 jobs)
Caracas, MIRANDA
Fundraising
Webflow
Marketing Presentation
PowerPoint Presentation
Fundraising Presentation
Presentation Slide
Pitch Deck
Pitchbook
PPTX
Presentations
Web Design
Graphic Design
Brand Identity & Guidelines
Microsoft PowerPoint
Presentation Design

👋 Hey there, Alejandro here - I'm a Presentation & Web designer helping startups grow with improved look and feel in front of stakeholders with clean websites and presentations. My main goal is to help your exciting startup achieve it's goals whether that is raise funding to get your business started or grow, a new website that helps you connect and convert clicks into sales, or both, I'm here to help craft that for you! 🌎 If you need: • A Pre-seed/Series A/Series B pitch deck • A presentation template on powerpoint or google slides • A website designed from scratch and developed in Webflow • Migrating your old website into a better platform & updated look & more, just send me a message! What past clients say: ⭐ "Wow!!! Alejandro is the real deal!! Did an absolutely incredible job and greatly improved my version of my pitch." ⭐ "I am working with him on another project now and have referred him to several colleagues at other companies." ⭐ "He is very professional and understood the brief with minimal direction and completed the work on time (early, actually)." So, if you're ready to start your upcoming succesful website and/or pitch deck, just send me a message or let's arrange a time to meet and get started on your project!
$45 hourly
Liudmyla P.
- 4.9
- (5 jobs)
Kyiv, KYIV CITY
Fundraising
Nonprofit Organization
Environment & Green Technology
Donor Relations
Proposal Writing
Academic Writing
Strategic Planning
Project Management
Prospect List
Grant Documentation
Grant Application
Grant Writing

Program Development, Grants Management & Strategic Scaling Hi, I’m Liudmyla, a development manager and program strategist with 9 years of experience. I specialize in helping mission-driven organizations—including nonprofits, foundations, and startups—design, scale, and manage programs that deliver measurable impact. My expertise spans grant management, fundraising, program development, and strategic scaling, with a proven track record of driving sustainable growth. With a focus on clean energy, community development, education, and civic innovation, I help organizations maximize resources, secure funding, and launch transformative initiatives. Whether you're looking to raise more, reach more, or scale your programs, I provide tailored solutions to amplify your impact. What I Do: Grant Writing & Fundraising Strategy: Write compelling grant proposals, manage full application cycles, and build fundraising strategies that secure funding for both nonprofits and for-profit social ventures. Program & Initiative Development: Design, scale, and manage impactful programs that meet the needs of diverse communities. Stakeholder & Donor Engagement: Cultivate lasting partnerships with government, corporate, and grassroots stakeholders, while ensuring ongoing donor engagement and clear impact reporting. Cross-Sector & Cross-Border Collaboration: Develop and manage multi-sector partnerships, including international collaborations that bring innovative ideas to life. Impact Storytelling & Reporting: Highlight your organization's achievements through strategic storytelling and detailed, impactful reporting for stakeholders. Sustainability & ESG: Advise ESG-aligned companies on community partnerships and sustainability, particularly in clean energy and social equity. Throughout my career, I’ve had the privilege of collaborating with international nonprofits, U.S. nonprofits, embassies, educational startups, and digital platforms, spanning grassroots initiatives to large-scale, grant-supported projects. By partnering with me, you'll save time, avoid costly mistakes, and unlock opportunities for sustainable growth and lasting impact. I take a tailored, step-by-step approach to every project, beginning with an in-depth assessment of your needs, followed by strategy development, and finally, execution and reporting to ensure success If you're looking to grow, secure funding, and scale your impact, I’d love to help you achieve your mission. Let’s connect today and make a lasting difference together!
$45 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Fundraising
Business Coaching
Investment Banking
Pitch Deck
Pitchbook
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As an AI-Augmented Financial Strategist and Virtual CFO, I empower high-growth startups and established businesses to secure funding and achieve superior financial clarity. I specialize in dynamic, investor-ready valuations, crafting compelling pitch decks, and building automated financial models. With a track record of helping clients secure funding and achieving 20%+ profitability increases, I translate your vision into an actionable, data-driven financial reality. Services Offered: Financial Modeling & Analysis: • AI-Validated Business Valuations (DCF, Market Comps, SaaS Multiples) for Fundraising & M&A. • Dynamic Financial Forecasting & Scenario-Based Budgeting. • Interactive KPI Dashboards & Data Visualization (e.g., Power BI). • Profitability Optimization & Revenue Growth Strategies (Unit Economics Focus). • Multifamily Acquisition Modeling & Real Estate Pro Formas Business Planning & Fundraising: • Investor-Ready Business Plans & Visually Compelling Pitch Decks. • Market Research, Competitive Analysis, & Data-Backed Go-To-Market (GTM) Strategy. • Investment Readiness & Due Diligence Preparation Fractional CFO Services: • Virtual CFO Leadership & Financial Strategy (Driving 3-5 Year Plans). • Automated Management Reporting (Monthly/Quarterly Board Packs). • Advanced Cash Flow Management & Risk Mitigation. Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed 75+ dynamic, 5-year financial models (3-statement, LBO, M&A) across SaaS, E-commerce, and Real Estate. • Integrated AI/ML tools to enhance forecasting accuracy and accelerate financial analysis by 30%. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI-Augmented Solutions: Leverage advanced tools for faster, more accurate analysis, delivering predictive insights, not just historical reports. Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.

$80 hourly
Alejandro E.
- 4.7
- (98 jobs)
Caracas, MIRANDA
Fundraising
Webflow
Marketing Presentation
PowerPoint Presentation
Fundraising Presentation
Presentation Slide
Pitch Deck
Pitchbook
PPTX
Presentations
Web Design
Graphic Design
Brand Identity & Guidelines
Microsoft PowerPoint
Presentation Design

👋 Hey there, Alejandro here - I'm a Presentation & Web designer helping startups grow with improved look and feel in front of stakeholders with clean websites and presentations. My main goal is to help your exciting startup achieve it's goals whether that is raise funding to get your business started or grow, a new website that helps you connect and convert clicks into sales, or both, I'm here to help craft that for you! 🌎 If you need: • A Pre-seed/Series A/Series B pitch deck • A presentation template on powerpoint or google slides • A website designed from scratch and developed in Webflow • Migrating your old website into a better platform & updated look & more, just send me a message! What past clients say: ⭐ "Wow!!! Alejandro is the real deal!! Did an absolutely incredible job and greatly improved my version of my pitch." ⭐ "I am working with him on another project now and have referred him to several colleagues at other companies." ⭐ "He is very professional and understood the brief with minimal direction and completed the work on time (early, actually)." So, if you're ready to start your upcoming succesful website and/or pitch deck, just send me a message or let's arrange a time to meet and get started on your project!
$45 hourly
Liudmyla P.
- 4.9
- (5 jobs)
Kyiv, KYIV CITY
Fundraising
Nonprofit Organization
Environment & Green Technology
Donor Relations
Proposal Writing
Academic Writing
Strategic Planning
Project Management
Prospect List
Grant Documentation
Grant Application
Grant Writing

Program Development, Grants Management & Strategic Scaling Hi, I’m Liudmyla, a development manager and program strategist with 9 years of experience. I specialize in helping mission-driven organizations—including nonprofits, foundations, and startups—design, scale, and manage programs that deliver measurable impact. My expertise spans grant management, fundraising, program development, and strategic scaling, with a proven track record of driving sustainable growth. With a focus on clean energy, community development, education, and civic innovation, I help organizations maximize resources, secure funding, and launch transformative initiatives. Whether you're looking to raise more, reach more, or scale your programs, I provide tailored solutions to amplify your impact. What I Do: Grant Writing & Fundraising Strategy: Write compelling grant proposals, manage full application cycles, and build fundraising strategies that secure funding for both nonprofits and for-profit social ventures. Program & Initiative Development: Design, scale, and manage impactful programs that meet the needs of diverse communities. Stakeholder & Donor Engagement: Cultivate lasting partnerships with government, corporate, and grassroots stakeholders, while ensuring ongoing donor engagement and clear impact reporting. Cross-Sector & Cross-Border Collaboration: Develop and manage multi-sector partnerships, including international collaborations that bring innovative ideas to life. Impact Storytelling & Reporting: Highlight your organization's achievements through strategic storytelling and detailed, impactful reporting for stakeholders. Sustainability & ESG: Advise ESG-aligned companies on community partnerships and sustainability, particularly in clean energy and social equity. Throughout my career, I’ve had the privilege of collaborating with international nonprofits, U.S. nonprofits, embassies, educational startups, and digital platforms, spanning grassroots initiatives to large-scale, grant-supported projects. By partnering with me, you'll save time, avoid costly mistakes, and unlock opportunities for sustainable growth and lasting impact. I take a tailored, step-by-step approach to every project, beginning with an in-depth assessment of your needs, followed by strategy development, and finally, execution and reporting to ensure success If you're looking to grow, secure funding, and scale your impact, I’d love to help you achieve your mission. Let’s connect today and make a lasting difference together!
$45 hourly
Gevorg A.
- 4.9
- (30 jobs)
Yerevan, YEREVAN
Fundraising
Business Coaching
Investment Banking
Pitch Deck
Pitchbook
SaaS
Financial Analysis
Business Valuation
Mergers & Acquisitions
Startup Consulting
Corporate Finance
Financial Model
Valuation
Business Plan
Financial Projection

Overview: As an AI-Augmented Financial Strategist and Virtual CFO, I empower high-growth startups and established businesses to secure funding and achieve superior financial clarity. I specialize in dynamic, investor-ready valuations, crafting compelling pitch decks, and building automated financial models. With a track record of helping clients secure funding and achieving 20%+ profitability increases, I translate your vision into an actionable, data-driven financial reality. Services Offered: Financial Modeling & Analysis: • AI-Validated Business Valuations (DCF, Market Comps, SaaS Multiples) for Fundraising & M&A. • Dynamic Financial Forecasting & Scenario-Based Budgeting. • Interactive KPI Dashboards & Data Visualization (e.g., Power BI). • Profitability Optimization & Revenue Growth Strategies (Unit Economics Focus). • Multifamily Acquisition Modeling & Real Estate Pro Formas Business Planning & Fundraising: • Investor-Ready Business Plans & Visually Compelling Pitch Decks. • Market Research, Competitive Analysis, & Data-Backed Go-To-Market (GTM) Strategy. • Investment Readiness & Due Diligence Preparation Fractional CFO Services: • Virtual CFO Leadership & Financial Strategy (Driving 3-5 Year Plans). • Automated Management Reporting (Monthly/Quarterly Board Packs). • Advanced Cash Flow Management & Risk Mitigation. Experience: • Collaborated closely with founders and financial teams to conduct valuations and provide detailed valuation reports. • Created robust business plans and pitch decks that secured funding for various startups. • Extensive experience in market research, macroeconomic, and industry analysis to provide a holistic understanding of the business environment. • Developed 75+ dynamic, 5-year financial models (3-statement, LBO, M&A) across SaaS, E-commerce, and Real Estate. • Integrated AI/ML tools to enhance forecasting accuracy and accelerate financial analysis by 30%. • Assisted businesses in optimizing pricing strategies to improve overall profitability. • Extensive experience in management accounting, financial reports preparation, and strategic financial planning. Why choose me? • Proven ability to deliver valuation and business planning services that drive results. • Tailored approach to meet the unique needs and goals of your startup. • Dedicated to providing actionable insights and strategies to propel your business forward. • Ability to translate complex financial data into clear, understandable insights for decision-making. • Customized approach tailored to meet your business's unique financial needs. • AI-Augmented Solutions: Leverage advanced tools for faster, more accurate analysis, delivering predictive insights, not just historical reports. Ready to take your business to the next level? Let's discuss how my financial expertise can help you achieve your goals. Contact me today for a free consultation.
$45 hourly
Lloyd C.
- 5.0
- (1 job)
Humble, TX
Fundraising
Training Materials
Business Writing
Nonprofit
Impact Mapping
Community Development
Nonprofit Organization
Religious, Charitable & Nonprofit
Strategic Planning
Mission Statement
Workforce Management
Proposal Writing
Program Curriculum
Nonprofit Industry Consulting
Grant Writing

Are you launching a nonprofit and need clarity on your mission and vision? With over 3 years of experience as an Executive Director, I specialize in helping organizations like yours establish a solid foundation for impactful work. What I Offer: Step-by-Step Guidance: I’ll walk you through the entire process of starting your nonprofit, from defining your mission and structuring your organization to filing for legal recognition and compliance. Mission & Vision Development: Let’s clarify the core purpose of your nonprofit, ensuring it resonates with your goals and target community. Board & Governance Setup: I’ll help you establish a strong and effective board of directors and governance framework that sets your nonprofit up for long-term success. Strategic Planning: Together, we’ll outline a strategic roadmap that includes community engagement, program development, and fundraising strategies. Why Choose My Nonprofit Startup Consultations? Hands-On Expertise: As an Executive Director, I’ve guided nonprofits through every stage of development, from initial concept to operational success. Tailored Solutions: I offer personalized consultations that address your unique needs, ensuring that you start your nonprofit on the right path. Actionable Advice: You’ll leave each consultation with clear, actionable steps that move your nonprofit closer to launch. Whether you’re just getting started or need help refining your nonprofit idea, I’m here to provide the insight and structure you need to make your vision a reality.
$75 hourly
Nicholas D.
- 4.8
- (1 job)
Tipp City, OH
Fundraising
Analytics
Growth Strategy
Startup Consulting
Product Strategy
Product Management
Web Application
Mobile App
Prompt Engineering
Automation
AI App Development
AI Consulting
AI Chatbot
AI Builder
Digital Marketing Strategy

AI & Product Strategy Consultant | Founder of Draftly, Dialecta, and Atlantis Consulting I’m a founder, strategist, and product builder with nearly a decade of experience helping startups and growing businesses turn vision into execution. I’ve built two venture-backed technology companies — Draftly, an AI-powered college guidance platform, and Dialecta, a B2B language learning platform — and raised $5.8M in venture capital across multiple early-stage rounds. Today, through Atlantis Consulting, I help founders and small-to-mid-sized businesses design scalable systems, products, and automations that drive growth and operational efficiency. My work bridges product strategy, AI automation, and go-to-market execution, combining the mindset of a founder with the precision of a consultant. 🚀 Core Expertise Product Strategy & MVP Development Translate complex ideas into clear, validated, and investor-ready products. Manage cross-functional design and dev teams to deliver full-stack MVPs. Lead UX/UI design and user-testing in Figma and Webflow. AI & Automation Systems Build and implement OpenAI-powered workflows for sales, marketing, and operations. Integrate tools like Zapier, N8N, HubSpot, Airtable, and Notion to automate repetitive tasks. Deploy Retrieval-Augmented Generation (RAG) systems and AI copilots for clients in education, wellness, and SaaS. Fundraising & Growth Strategy Raised $650K+ for my own startups and advised others on $5M+ in venture rounds. Develop investor decks, financial models, and diligence materials that convert. Craft GTM strategies, run Meta & Google Ads, and design CRM-based acquisition funnels. 🧠 Selected Experience Atlantis Consulting — Founded and scaled a boutique consulting firm that has generated $500K+ in revenue across 10 clients, providing strategy, product, and automation support for startups in tech, wellness, and education. Draftly — Raised venture capital from 25 investors at a $10M valuation; led product and go-to-market strategy for a platform serving 600+ families; built scholarship-matching tools and student assessments. Dialecta — Co-founded a B2B SaaS platform for language learning and content analytics; led product design and business development. Amazon Web Services (AWS) — Covered Y Combinator startups as the lead quantitative analyst, evaluating over 750 early-stage companies and publishing internal venture trend reports. Deutsche Bank (San Francisco) — Supported $8.7B in technology transactions and developed fintech and ad-tech market overviews used by the Global Technology Group. 🧩 My Approach Clients often come to me when they need someone who can think like a founder, execute like a product manager, and communicate like a strategist. I focus on building clarity, efficiency, and momentum — whether that’s through a new product build, an automation system, or a go-to-market plan. Every engagement begins with three questions: What’s the core problem we’re solving? How can we measure impact and ensure scalability? What can we automate or simplify right away? 🛠 Tools & Platforms AI & Automation: OpenAI, Claude, Zapier, Clay, HubSpot, Airtable, Notion, N8N Design & Product: Figma, Webflow, Canva, Trello, ClickUp Marketing & Analytics: Meta Ads, Google Ads, Data Studio, Pipedrive Languages: English (native), Spanish (fluent) 🌍 What I Value I partner best with founders and teams who care deeply about what they’re building. My work is especially aligned with companies in AI, education, wellness, mental health, and sports tech — sectors where technology and human transformation meet. If you’re looking for a consultant who can bridge strategy and execution — someone who has built, funded, and scaled startups firsthand — let’s talk. I’ll help you move faster, smarter, and with purpose.
$60 hourly
Afton Leigh S.
- 5.0
- (21 jobs)
Carrizozo, NM
Fundraising
Grant
Grant Writing
Capacity Building Grant
In-Kind Grant
Capital Grant
Grant Writing Consultation
Grant Objectives & Methodology
Grant Management Software
Program Grant
General Operating Grant
Grant Documentation
Grant Research & Prospect List
Grant Application
Grant Proposal

I am a foundation and corporate grant writer and funder researcher serving nonprofits nationwide. I have built strong relationships with multiple repeat clients—demonstrating the quality of my work and my ability to collaborate effectively. I specialize in youth programming but am fully equipped to write grants for a variety of nonprofit initiatives. See the letters of recommendation at the bottom of my profile page! Experience Highlights: - Have written grants for 28 nonprofits—including youth programs, equine therapy centers, food banks, schools, and tribal communities nationwide—both independently and in collaboration with other grant writers. - Researched funders using Foundation Directory Online, Instrumentl, GrantHub GrantStation, community foundation directories, state-specific grant databases, and federal grant databases. - Collaborated with development teams to understand missions, programs, goals, and funding needs. Professional Development: - Mentored by five senior grant writers - Completed three formal grant writing courses: -- A three-month university-level class in grant writing fundamentals -- A 10-week course on donor relations, event planning, and grant writing -- A Foundation Center course on preparing project budgets for grants
$65 hourly
Nikoloz L.
- 5.0
- (22 jobs)
Tbilisi, T'BILISI
Fundraising
Startup Consulting
Public Speaking
Presentations
Financial Presentation
Presentation Design
Business Presentation
Sales Presentation

My 15 years of experience tell me that your presentation will hypnotize the audience. They will reach into their wallets and swing it. They will immediately act upon your request and beg you to tell them the magic words. And here is why I am so convinced: • You get your audience's problems. Presentation hits them where it hurts. • Your presentation uses behavioral tricks to amplify your speech. • Your audience will see a future so bright they'll need shades. • You'll explain the 'how' of change so clearly that they'll see it's the only way. • They understand that inaction will be apocalyptic. • They know how to grab your solution. Here is what I do for your success: • I employ copywriting techniques to magnify your presentation. • I design the slides so they glue your viewers' eyes on the screen. • I use various software to create motion graphics and illustrations to tell a convincing story. • I will transform your presentation into a responsive website if needed. So it's more accessible and professional. So do not hesitate; consultation is free. If I do not convince you during the call, you know I am just a hot air. But I am not, so let's talk.
$60 hourly
Steve C.
- 4.9
- (107 jobs)
West Chester, PA
Fundraising
Visual Presentation Design
Adobe InDesign
Animation
Adobe Creative Suite
Digital Illustration
Graphic Design
Marketing Presentation
Presentation Design
Keynote
Google Slides
Infographic
Microsoft PowerPoint

With more than 20 years of professional experience designing sales presentations, pitch decks, user-friendly templates with brand specific and unique themes in PowerPoint, Google Slides, and Keynote, I am very reliable and deliver a seamless process from start to finish. My goal is to always meet, AND exceed your expectations! Working within the financial industry, top technology, communication & cloud-driven companies, real estate, brokerages and developers, healthcare and pharmaceutical industries, and others has given me global experience and industry-specific knowledge. Clients I have worked for are Vanguard, Apple, Salesforce, The United States Air Force, Aramark, The Atlanta Falcons, Albert Einstein Healthcare Network, University of Maryland Medical System, Apple Vacations, The Department of Transportation, Top Brokerages and Developers, Banks, Doctors, and Law Firms. I am well organized and will provide you with the precise estimate of hours and turn-around time needed to achieve your project. I work fast, yet accurately and am always an email, Upwork message, text, or phone call away. Many of the Fortune 500 companies have NDAs as I unfortunately cannot share these samples on Upwork. Please send me a message or invite for my full, updated portfolio. Steve Ciccarelli
$60 hourly
Elizabeth D.
- 5.0
- (8 jobs)
Torquay, ENGLAND
Fundraising
Copywriting
Event Management
Marketing Communications
Public Relations
Media Relations
Internal Communications
Public Speaking
Stakeholder Management
Social Media Management

An enthusiastic, experienced and passionate communications professional with vast experience working with stakeholders. A key part of my role within the Olympic 2012 bid process was to ensure the organisation I represented was a key player in the Olympics and its legacy. I successfully achieved this through online and face to face stakeholder communication, raising the profile of the Authority and its Chief Executive; monitoring the Greater London Authority activity and our position and developing strong relationships with key agencies. Whilst working with a national charity I created and implemented a successful social media strategy to enhance the charity's profile and reduce traditional advertising expenditure. I was also integral in building and developing relationships with key stakeholders including celebrities and ambassadors. I have a proven track record of communicating effectively, internally and externally. As a communications professional and teacher, I have strong written communication skills and have written press releases, articles, annual reports, vision documents, leaflets, training material and websites for over 15 years. I have the tenacity and skills to exceed expectations with my 'can do' attitude and flexibility.
$75 hourly
Mary-Helen R.
- 5.0
- (87 jobs)
Pocatello, ID
Fundraising
Brand Consulting
Brand Identity
Branding
Content Strategy
Startup Consulting
Grant Research & Prospect List
Grant Writing
Blog Development
Website Copywriting
Nonprofit Organization
Blog Content
SEO Writing
Email Copywriting

Ready to go to the next level? 1. Refine your brand (that's you) 2. Define your market 3. Create and communicate the personality your audience will love. A professional copywriter since university (40+ years), I write every kind of written material imaginable and it all has one thing in common: a personality. Not just any personality, but a voice that makes the client say "WOW! That's Me!" ... a personality that earns trust, conversions, and loyalty. "Mary Helen digs to understand what you want, then works with you to attain your goal and beyond." "She has a unique ability to listen to your brand vision, understand what you're thinking, and bring it to life." "She's a consummate professional, committed and dedicated to seeing your project succeed." My work includes: • Branding by copy - I'll identify and communicate your unique personality to engage readers and create loyal customers • Creating entire website architecture and copy from scratch • Marketing strategy, including developing effective email sequences • All things nonprofit, including: fundraising, grants strategy and management, board development, and nonprofit consultation Ready to take your marketing to the next level? Let's talk!
$100 hourly
Brittany S.
- 5.0
- (4 jobs)
Mendham, NJ
Fundraising
Blackbaud Raiser’s Edge
Database Management
Nonprofit Organization

With more than ten years of experience in development, including annual giving, database & reporting, events management, institutional giving, and research, Brittany has honed her skills to offer a unique, well-rounded, and creative approach to development research and database consulting. Prior to forming the consulting business, Brittany worked for organizations such as the Delaware Symphony Orchestra, Third Street Music School Settlement, the YIVO Institute for Jewish Research, and most recently as Director of Advancement Services for Felician University. She also sits on the board of the St. John’s Summit Concert Series. Brittany earned an M.B.A. with a nonprofit specialization and a B.A. in Music with a music management concentration, both from the University of Delaware. She is also Blackbaud Certified in Raiser’s Edge (bCRE), ResearchPoint (bCRP), and Nonprofit Fundraising (bCNP-Fundraising). Fun facts: she can play three instruments (piano, flute, and bassoon) and almost ran a full marathon (it was canceled while she was at the starting line!).
$90 hourly
JJ B.
- 5.0
- (12 jobs)
Las Vegas, NV
Fundraising
Business Writing
QuickBooks Online
Business Consulting
Bookkeeping
Budget Management
Financial Statement
Business Analysis
Financial Modeling

I am a highly accomplished and astute CFO with expertise in directing finance and operational management responsibilities within multimillion-dollar corporations. I am an analytical thinker with demonstrated success developing and executing sound financial strategy that creates growth, while at the same time increasing the operational efficiency of the Company. As such, I have been repeatedly promoted into senior leadership roles based on demonstrated success in developing and executing sound financial strategy and controls. I am a decisive leader with proven success maximizing revenue, creating cost savings, and identifying growth opportunities. I am skilled in developing budgets, financial models, variance tracking and other financial procedures that enable profitability goals to be achieved. Career Highlights: • Successful entrepreneur pioneering the launch and operation of two media advertising companies. • Successfully orchestrated the Initial Public Offering (IPO) for NBG Radio Network, Inc. • Instrumental in NBG Radio Network, Inc. being recognized as Portland Business Journal’s Top 100 Companies to work for in 2000 (#1). • Instrumental in GolfClubs.com, Inc. being recognized as Portland Business Journal’s fastest growing Company (#1) in Oregon in 2012. • Implemented a new production process at Matrix NV, LLC that increased production by over 200%. • Created a new pricing strategy at Precision Alchemy resulting in a gross margin increase of 22%. • Implemented policies and procedures at GolfClubs.com, Inc. that reduced inventory on hand by 50% while increasing sales by over 1,500%. • Successfully raised millions of dollars through debt, equity and traditional bank financing. Profit from my experience. Whether you are a start-up raising capital or a company looking to grow, my experience and expertise will accelerate your company success. If you want to take your company to the next level, contact me today.
$85 hourly
Giorgi N.
- 4.9
- (585 jobs)
Tbilisi, T'BILISI
Fundraising
Financial Management
Financial Planning
Microsoft Excel
Forecasting
Company Valuation
Financial Modeling
Financial Projection
Business Plan
Financial Analysis
Pitchbook
Pitch Deck
Microsoft PowerPoint
Business Presentation
Presentation Design

For Entrepreneurs Raising Funds and Investors Seeking Opportunities, my Forbes-Featured Fundraising and Investment Shop Delivers Proven Results: 🏆 $1B+ Raised (Sequoia, Accel...) for 400+ Startups 🏆 Assisted 100+ Investors (Tier 1, $10B+ AUM) with $900M+ 🏆 #1 Consultant on Upwork (VC & PE) / Recognized by Forbes, Bloomberg... 🏆 10+ Years of VC and IB Experience / 100% Positive Feedback I provide personalized solutions that make the fundraising and investment process seamless and stress-free. Benefits for Entrepreneurs: 🎯 3x investor meetings | 🎯 2x faster round closures | 🎯 70% reduction in fundraising costs Services for STARTUPS/BUSINESSES: ✅ Silicon Valley-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial Models, Business Valuation, and Cap Tables ✅ Investor Sourcing and Fundraising Campaign Management ✅ Market Research and Competitive Analysis ✅ Virtual CFO Support and Strategic Financial Planning Benefits for Investors: 🎯 60% lower due diligence costs | 🎯 2x faster reporting | 🎯 3x deal flow Services for INVESTORS: ✅ Mergers and Acquisitions (M&A) Support (including LBO) ✅ Investment Analysis and Equity Research ✅ Financial Analysis & Due Diligence ✅ Buy-side Financial Modeling & Valuation ✅ Deal Sourcing, Term Sheet Editing FRACTIONAL CFO Services: ✅ Financial Planning and Analysis (FP&A) ✅ Performance Measurement (Power BI Dashboards, Tableau...) ✅ Strategic Advice and Cash Flow Management ✅ Business Analysis and Financial Management ✅ Accounting and Bookkeeping 💎 Client Success Stories (400 out of 400 positive feedback received): "Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." — FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs "Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" — Managing Partner at NYC-based VC firm, $210M AUM "Having been through over a year of speaking to M&A brokers, VC firms, and other 'experts,' Giorgi stands apart from the rest by a mile." — AI SaaS CEO, raised $35M Series B - unicorn "Giorgi did an excellent job! Very strong technically and excellent in communication. Could not recommend him more." — VC Investor, $10B AUM 📝 Next Step: Message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________ About Me: With a strong background in venture capital and investment banking, I offer a 360° perspective on fundraising, financial analysis & modeling, and investment strategy. As a key member of the Investment Ark team—a one-stop shop uniting fundraising and investment expertise—I have helped over 500 businesses and investors achieve their financial goals globally. As a senior research analyst at a regional investment bank, I honed my financial modeling and industry research expertise, specializing in investment analysis across various asset classes, including private equity (PE). Crafting business plans, financial forecasts, and confidential information memorandums (CIMs) enhanced my ability to create compelling investment materials. Transitioning into venture capital as a senior financial analyst, I gained invaluable insights into the VC capital raising process, mastering pitch deck preparation and interim CFO process. Evaluating numerous deals daily, I internalized successful strategies for investor sourcing (PitchBook) and outreach, reverse-engineering startup fundraising and investor research processes, and gaining invaluable financial due diligence skills. At Investment Ark, we specialize in: • Financial Consulting: As your Fractional CFO or Financial Controller, we manage financial operations, provide financial planning, analysis, and strategic guidance. • Fundraising and Business Development Consulting: Providing end-to-end startup advisory—including capital raising, creating compelling data room materials, and managing the fundraising process. • Investment Consulting: Offering investment analysis, investment research, company valuations, and financial due diligence services. • Business Consulting: Crafting comprehensive business plans, conducting feasibility studies, financial projections, and business analysis to validate your business model. Industry Expertise: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / BioTech • Real Estate (Residential, Commercial), PropTech • Consumer Goods / CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech Feel free to reach out to discuss your fundraising and investment goals.
$250 hourly
William L.
- 5.0
- (100 jobs)
Franklin, TN
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

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.
$56 hourly
Gulnara H.
- 5.0
- (43 jobs)
Harare, HARARE PROVINCE
Fundraising
Grant Research & Prospect List
Nonprofit Organization
Article Writing
Grant Documentation
Grant Application
Business Planning & Strategy
Project Finance
Project Proposal
Grant Writing

I am an expert in the creation of highly technical and innovative proposals for EIC accelerator, Horizon Europe, and SME investment programs. I was successful in completing and receiving funding from multiple EU, EIC, and EBRD grant applications totaling more than 16 million euros. I also collaborated with a variety of US donors and for-profit and non-profit organizations to create letters of intent and short and full foundation funding applications. I am well-versed in proposal structure and am adept at tailoring your proposal to be clear, concise, and relevant to the funding authority's objectives. I guarantee that your project will be submitted on time and will meet all of the requirements outlined by the donor. My primary clients are SME's, business organizations, non-governmental organizations (NGOs), and municipalities. My consulting services include: - advice on whether your company or organization is eligible for a specific grant; - concept note or full application development, development of logical framework; budget and action plan development; - budget and action plan development. - development of a business plan and financial projections; - development of a pitch deck/presentation.
$35 hourly
Katrin L.
- 4.9
- (10 jobs)
Frankfurt am Main, HE
Fundraising
Critical Thinking Skills
German
Content Management
Writing
Proofreading
Online Research
Project Management
Public Relations
Microsoft Office

A short overview: EXPERIENCE * Writing and proofreading of website, articles, brochures, invitation letters, flyers, books * Creating new parts of a website (content, database, structure, pictures) including its administration * Content Management * Assistent / Administration of an association * Customer support in German, English, Spanish * Project management, monitoring and planning * Fundraising (foundations, crowdfunding) * Public relations, Website, Social Media * Translating German, English, Spanish * Finding creative solutions and think outside the box * Sustainability, Intercultural Communication A LITTLE BIT MORE ABOUT ME I am a native german, currently living in Costa Rica, after a year in Uruguay and some time in Frankfurt, my hometown in Germany. I sometimes need some days to answer because internet in the Costa Rican forest isn't the best. I am fluent in German, English and Spanish. I used all 3 languages in my former position as a project manager in a small NGO in Germany. I can handle numbers, all Office programs, schedules - everything what f.i. a virtual assistent needs to be able to do. I worked in communications, on- and offline, the last 6 years. Communication contained of nature- and sustainability-related issues on our website (Wordpress), social media, newsletters, letters, flyers, brochures as well as in person and via e-mail. I also handle the creative part of f.i. a flyer. Networking was also part of my job, as well as fundraising through foundations or crowdfunding. I was also administrating different parts of the NGO (when needed) while monitoring the projects in Costa Rica, being stationed in Germany. A more detailed description of my different positions can be found in my employment history. My personal interests and preferred topics is everything related to sustainability, personal development and art - but that is rather a personal interest at this point of my life. If I can work with those topics remotely, even better! Meanwhile working I finished another career in Integral-Therapeutical Art Pedagogy, which allows me to work with my creative and social skills - offline up to this point. Personal development plays a huge role in my life. My dream is to connect personal development via art therapy with sustainable development. I love to travel and explore our world and its different cultures, flora and fauna. I want to live more self-determined, thus I chose the way of working remotely. I want to use my multi-talents to help whoever needs something done. Whatever you need, just write me - I am sure we will work it out successfully!
$50 hourly
Fraser C.
- 4.8
- (9 jobs)
Bristol, ENG
Fundraising
Copywriting
Content Writing
Grant Research & Prospect List
Grant Application
Grant Writing
Administrative Support
Voice-Over
Proofreading
Marketing Strategy
Website Copywriting
Digital Marketing
Business Plan

Fundraising summary: 10 years in fundraising, £1.5million+ income, project management, fundraising strategy, grants and trusts, major donors, corporate partnerships, community fundraising, digital income, direct mail, email marketing. Communication summary: communication strategies, marketing plans, grant writing, copy/ content creation, content marketing strategies. Marketing summary: charity PR, content, strategy, SMM (social media marketing), SEM (search engine marketing). I work with charities to plan, source and secure funding. I’m driven, have great writing and communication skills and love research. I’m very effective at managing fundraising challenges quickly. As a professional fundraiser I can help create fundraising strategies, identify potential income, build and manage a pipeline and write winning bids. I can source and secure funding, from six-figure multi-year funding packages to small grants. I’ve helped charities and non-profits overcome many of the common challenges faced with limited time and resources. I write applications of any size, from larger more technical forms to smaller bids. Recent bids have ranged from £5,000 to £400,000. Examples of recent bids include: European Social Fund National Lottery Arts Council Henry Smith Charity The Tudor Trust The Robertson Trust The Enterprise Development Programme I’m an effective researcher, and can help to build or expand your case for support to target the best sources of funding available. In addition to fundraising, I have great experience in project management, content production, journalism and marketing. Personally: I'm direct, friendly and professional.
$300 hourly
Han N.
- 4.8
- (11 jobs)
Miami, FL
Fundraising
Business Plan
Budget Management
Due Diligence
Financial Modeling
Executive Coaching
Market Analysis
Business Operations
Startup Consulting
Pricing Strategy Consulting

* My mission is to Empower startup and business partners to successfully create social-economic values for communities. Diverse strategic approaches (Lean Startup, The E-Myth, Nail It Then Scale, J-Curve Startups, Multiply LCV-Leverage CAC, Big Idea Canvas, Venture Capital Insights, Street-Savvy Business, Own the AI Revolution, Gallup’s Top Strengths etc ) to customize my consulting practice to fit clients the best. * Expertise Areas: Strategic Business Plan | Investor Pitch Deck | Due diligence | Fundraising Strategy | Financial Modeling | Capital Budgeting | Structured Financing | Product-Market Fit | Operational Process | Go-to-market Plan | Market Analysis | Monetization Model | Project Management | Investor Relation | Startup Executive Coach. * 12+ years in Business Development, Credit Underwriting, Due diligence & Financial Management in Corporate Banking, Investment and Consulting. 3+ year experience in Tech startups & funding ecosystem. Currently in Tech Startup Founding Team (Fractional CFO) cum Business Owner in Real Estate Note & Lien Investment. * CEO recognitions in Top International banks, Outstanding leaders in different deals/projects in professional and social environments. * MA in Economics, MBA with Finance & Strategy focus recognized as 1% Top Graduate Dean's List, & multiple professional training & development credits in Banking Products, Credit Risk, Change Management & Leadership. * Passionate about business strategy, financial solution, disruptive technology, impact investment, entrepreneurship, change management and problem solving to create values for my organizational partners. * Into Yoga, Traveling, Reading, Music, Mentorship, Networking and Community services.
$150 hourly
Donna M.
- 5.0
- (69 jobs)
Raleigh, NC
Fundraising
Nonprofit Organization
Customer Relationship Management
Database
Blackbaud Raiser’s Edge
Kindful
Microsoft Excel
Bloomerang
Database Management
Intuit QuickBooks
CRM Software
WordPress

One of the most critical elements for successful nonprofit fundraising is a strategic donor database (CRM) that integrates seamlessly with your fundraising, financial, and communications tools. Toccata Data Solutions specializes in building data-driven, well-integrated, organized fundraising systems to support nonprofit missions. Donna Mehr, Toccata's founder, has managed nonprofit fundraising and databases for over 25 years. She holds a Master of Arts from Duke University, a Certificate in Nonprofit Management from Duke, and an undergraduate degree in Biological Sciences from Florida State University. Services: •CRM process strategy, data cleanup, and configuration for your new or existing system •Donor database management •Staff training on basic to advanced software features •Donor segmentation evaluation and setup •Email / CRM integration, cleanup, and syncing •Integration tools setup and management (including custom integrations support) •Donor-driven, strategic individual fundraising planning based on donor data •Gift and Constituent coding strategy, implementation and cleanup, •Custom reporting •Database selection guidance and migration management (including recurring donations) Providing expertise in these Donor Management Software (CRM) Systems: Bloomerang CRM DonorPerfect (Donor Perfect) Neon CRM Little Green Light Raiser's Edge NXT eTapestry (Blackbaud) Also experienced in Salesforce, as well a Bonterra's EveryAction, Salsa CRM, Salsa Engage and Network for Good. CRM Integrations and Fundraising tools: QGiv (Bloomerang Fundraising) Classy Quickbooks Mailchimp Constant Contact Payment Processor Integrations OneCause (formerly BidPal) Donorbox GiveButter WordPress Squarespace Docusign Donorbox Jotform Although we have particular expertise and experience in the software described above, we are familiar with and comfortable working with many other donor management software systems and fundraising platforms.
$35 hourly
Bohdan K.
- 5.0
- (30 jobs)
Lviv, LVIV
Fundraising
Web Content Accessibility Guidelines
User Experience
User Flow
Design & Usability Research
Wireframing
Figma
Mobile App Design
Mobile UI Design
UI/UX Prototyping
Website Redesign
User Experience Design
High Fidelity Design
User Interface Design
Usability Testing

🚀 Need a product that users actually enjoy using? I help companies and teams solve usability problems, streamline design processes, and create intuitive web & mobile experiences. 🔍 What I deliver: • 🔎 Identify pain points through research & audits • 🗺️ Simplify complex user flows and structures • 📐 Turn ideas into clear wireframes & prototypes • 🎨 Craft modern, responsive UI that meets guidelines • 📚 Build scalable design systems for long-term growth 💡 Whether your project is stuck, needs a fresh perspective, or requires a full UX/UI setup from scratch, I’ll help you move faster and with more clarity. 📩 Let’s talk about your challenges and how I can help solve them—send me a message and let’s get started!
$50 hourly
Alexis G.
- 5.0
- (76 jobs)
Littleton, CO
Fundraising
Grant Writing
Grant Research & Prospect List
Pitchbook
Strategy
Event Planning
Brand Development
Operational Plan
Creative Strategy
Creative Writing

Congratulations on your upcoming fundraising adventure! As nonprofit organizations, we are a field where heart and business combine to create true change in the world. Whether your organization works with children, animals, the environment or communities as a whole, I can assist you in reaching your goals. My primary goal in working with you will be to meet your needs, whether they are research, database maintenance, donor engagement, event planning/implementation or overall development strategy. As I work with nonprofits, I work to understand your mission and how to best connect donors to that mission. Below are some ways which I can assist your organization in reaching it's goals - I look forward to working with you soon! Prospect & Grant Research: Review of prospects and detailed descriptions of prospective donors. Including researching grants your organization is eligible for, organizing the needed data to create the grant, writing the grant in a compelling and articulate way and providing deliverable outcomes to report to foundations. Marketing & Promotion: Design campaign strategies (either one time, ongoing or capital), provide creative writing, design outline & copy for annual appeal letters/postcards/ emails; social media content. I will assist you in developing a holistic strategy that includes email, newsletters, social media and traditional mailings. Data Management & Online Platforms: System review for best options; donor segmentation and targeting; tagging; form building; etc. Some of the systems I am an expert in include: Raiser's Edge, Salesforce, eTapestry, Fundly, Reeher, Little Green Light, CommunityFunded, SchoolAuction, Infoview, Banner and others. Development Strategy & Operations: I will work with you to plan strategies for short or long term development plans - this can be a one year plan or up to a 5 year plan - and then implement the plan for positive results; review of gift processing, tracking, data management, donor stewardship & cultivation; review of development operations. The plans I create are holistic in approach and utilize the latest best practices in fund development, including multi-channel outreach spanning digital platforms and traditional methods. Donor Engagement & Stewardship: Creating engaging stewardship pieces that show appreciation for donors at all levels. We will assess together whom your audience is and I can assist in segmenting and targeting your message to meet your donor needs. During the past decade, I have raised over $11.5 M by using an array of strategies and tools. I have been able to secure major donations, increase new donors by 20%, create a retention rate increase of 12%, increased donations by up to 26% within a 7 month time frame, increase Giving Day initiatives by $100,000+ in one year, marketed events in a way which they sold out for the first time ever, design engagement and stewardship opportunities that kept donors coming back and overall team building among development staff to ensure a motivated and empowered team. The above skill sets have helped me time and again to climb over different fundraising mountains and see success at the top. Now, I wish to help guide your organization as you grow and see as much success as I have the past 7 years. I'm here bring my experience and tools as we take on these challenges together, with my goal to help you successfully raise the funds you need. I am pleased to be starting this new journey with you as your fundraising guide while we work together to continue your mission. Let's get started!
$150 hourly
Felix C.
- 4.7
- (10 jobs)
Vancouver, BC
Fundraising
Management Accounting
Financial Planning
Cash Flow Modeling
Financial Modeling
CPA
Cost Accounting
Financial Projection
Cash Flow Analysis
Financial Report

Are you ready to put your company’s finances on auto-pilot and focus on scaling? I’m a fractional CFO with a proven track record of growing subscription-based and professional services companies. With deep expertise in financial strategy and operations, I help founders achieve financial clarity, stability, and scalability. 🌟 My clients trust me to deliver real, measurable results: ● "Felix guided us to a $15M raise, with rock-solid financials that left investors confident." ● "Thanks to Felix’s financial oversight, we’ve had our best year yet – all while keeping our finances on autopilot." ● "Felix is the financial backbone of our company, helping us scale sustainably and profitably." ⚡ I work with businesses that want: ● Effortless cash flow management and forecasting ● Investor-grade financials that secure funding fast ● Long-term scalability with financial systems that run themselves ● Expert CFO guidance tailored to subscription-based and professional services industries ● AI-driven tools that optimize cash flow management and financial forecasting ● Financial management for remote teams and global operations to ensure seamless scalability 🦄 Clients I work with: Founders and leadership teams in SaaS, Fintech, Edtech, and other subscription models Professional service firms focused on recurring revenue growth (I don’t work with eCommerce companies) By partnering with me, you will: ★ Remove the guesswork from cash flow management with seamless, automated financial processes ★ Prepare investor-ready financial models and forecasts that lead to raises of up to $15M ★ Focus on growth, knowing that your financial systems are built to scale with your business ★ Leverage AI and automation to streamline financial operations and maximize efficiency ★ Implement resilient strategies that withstand economic uncertainty and protect your business during market downturns Here’s what clients are saying: ✅ "We raised $10M thanks to Felix’s bulletproof financial forecasts." ✅ "With Felix managing our finances, we’re always ahead of the curve." ✅ "He’s been instrumental in helping us secure funding while maintaining a healthy cash flow." However, I’m selective about who I work with. I don’t partner with: ✗ Businesses without clear financial discipline or transparency ✗ Companies that aren’t subscription-based or in professional services ✗ E-commerce companies 🔢 Key Stats: ● Over $15M raised with my financial strategies ● 500+ financial plans and cash flow strategies built ● Deep expertise in SaaS, Fintech, Edtech, and Professional Services
$150 hourly
Evan D.
- 5.0
- (9 jobs)
Lafayette, LA
Fundraising
Startup Consulting
Strategy
Financial Modeling
Valuation
Financial Analysis
Business Analysis

I'm a seasoned finance executive with a proven track record in guiding startups and established companies alike towards financial success and growth. My journey spans from ideation to public listings, ensuring that businesses are well-equipped at every stage. Recent Roles: Director of CFO Services at Forecastr (Mar 2023 - Present): Leading the CFO services division, I've driven excellence in service delivery, spearheaded client acquisition efforts, and ensured that Forecastr offers holistic financial solutions to its clientele. I have a strong emphasis on fundraising, financial planning, and business optimization. Startup CFO at Forecastr (Jan 2022 - Aug 2023): I worked closely with founders, guiding startups in forecasting, fundraising, and operations to unleash their full potential. Founder at Diaz de Arce Consulting (Nov 2019 - Present): I've enhanced business performance for over 20+ startups, venture capital firms, and incubators. I've developed financial models, pitch decks, and valuations, with a keen focus on strategy, finance, and M&A. CFO at Beast Brands, Inc. (Jan 2021 - Feb 2022): Positioned the company for growth by implementing data-driven financial strategies, streamlining operations, and cutting report building time by 50%+ through automation. Founder/Director of Finance at Waitr (May 2014 - Jun 2019): As a pivotal team member, I transformed the company from concept to a successful public entity. I directed financial planning, fundraising ($250+ MM), and built high-performance teams. Key Strengths: Financial Planning & Analysis (FP&A) Fundraising & Financial Strategy Sales & Client Acquisition Business Model Development & Valuations Pitch Deck Crafting Strategic Decision-Making & Business Optimization If you're seeking a strategic partner who can navigate the intricate financial landscape of early-stage to mature businesses, let's connect. I'm here to drive results.
$75 hourly
Mike C.
- 5.0
- (9 jobs)
Colorado Springs, CO
Fundraising
Direct Mail
Email Copywriting
Copy Editing
Article Curation
Article Writing
Website Copywriting
Nonprofit Organization
Letter of Inquiry
Grant Writing
Grant Application

Skilled writer/editor/wordsmith enthusiastic to communicate life-transforming ideas and principles. Also eager to help generate funding for worthy causes through grant writing and direct mail appeals.
$40 hourly
Ahsan R.
- 4.9
- (49 jobs)
Kirkhamgate, ENGLAND
Fundraising
Brand Identity & Guidelines
Presentations
Presentation Slide
Templates
Pitch Deck
PPTX
Google Slides
Infographic
Chart Presentation
Presentation Design
Canva
Microsoft PowerPoint
Business Presentation

🚀 Design Pitch Decks and Presentations that Win Attention — and Investment ✅ 8+ Years of Experience – PowerPoint, Google Slides, and Canva ✅ 1000+ Decks Designed for Startups, Agencies & Fortune-Level Teams ✅ Helped Founders Raise $75M+ in Seed & Series A Rounds ✅ Expert in Storytelling, Visual Hierarchy & Slide System Design I don’t just design slides — I design outcomes. Every presentation I craft is built to impress investors, persuade clients, and convert audiences. 👉 Investor Pitch Decks Decks for SaaS, AI, Fintech, and EdTech startups that raised up to $5M+ in funding. Built decks featured in Y Combinator, TechCrunch, and Product Hunt showcases. 👉 Corporate & Sales Presentations Re-engineered dull internal decks into branded visual stories that close deals. Created reusable templates for marketing, quarterly reports, and webinars. 👉 Presentation Systems & Templates Designed scalable PowerPoint, Google Slides and Canva template systems for large teams. Included custom layouts, master slides, and easy brand-update controls. I also run a creative studio focused exclusively on pitch decks, brand decks, and presentation templates. We help founders, agencies, and marketing teams communicate with clarity, confidence, and design excellence. Here’s what we deliver: ✅ Investor Pitch Decks (Seed → Series C) ✅ PowerPoint, Google Slides and Canva Templates ✅ Company Profiles & Sales Decks ✅ Startup One-Pagers & Executive Summaries ✅ Presentation Systems & Slide Libraries If you’re looking for a designer who understands both business strategy and design psychology, let’s collaborate. Your message deserves slides that look exceptional and feel inevitable. 💬 Message me — and if my first concept doesn’t impress you, you don’t pay a penny.
$150 hourly
Mark G.
- 5.0
- (3 jobs)
Carrollton, TX
Fundraising
Artificial Intelligence
Financial Modeling
Business Valuation
Sales
Sales Leadership
Venture Capital Consulting
Private Equity
Financial Accounting

I have advised and invested in some of the of the most successful technology businesses, including SaaS unicorns. I am an MBA graduate of Columbia Business School, a former private equity investor ($8 billion in assets under management), investment banker, and CPA at a Big 4 accounting firm (KPMG). As an investor, I have helped execute investments valued at +$1 billion and evaluated more than 200 companies in the software space. As a TechStars Mentor, I have worked side by side with several ambitious startup founders, advising them on the best approach (pitch, pitch deck, financials) to dominating Demo Day. I enjoy freelancing to contribute my knowledge and skills to others while building my own venture in artificial intelligence outsourcing/staff augmentation. During our time together I can help with: - Financial planning and analysis - Constructing detailed financial and valuation models - Identifying and contacting high probability investors - Building compelling pitch decks to support funding - Evaluating potential acquisitions My style is very laid back. My mantra is “do what you say you’re going to do long after the mood in which you said it has disappeared.”
$895 hourly
Anthony G.
- 5.0
- (2 jobs)
New York, NY
Fundraising
Business Plan Writing
Pitchbook
Pitch Deck
Marketing
Startup Pitchbook
Investment Research
Business Plan
Business Consulting
Artificial Intelligence
Startup Consulting
Strategy
Investment Banking
Venture Capital Consulting
Startup Company

JD + MBA + Finance/VC Connections + Venture-Backed Startup Founder Strategic growth advisor and operator with deep experience helping startups secure financing, scale operations, and systematize growth. I work with founders and executives to raise capital, build investor-ready business plans and pitch decks, optimize sales and operations, and design the organizational and financial structures needed for scale and exit. • 15+ years spanning SaaS startups, wealth management, and investment advisory • Founder/Operator in multiple venture-funded startups • Managing Director | FORBES FAMILY TRUST, New York, NY, Vice President | MORGAN STANLEY, New York, NY I am an expert at creating compelling business plans, white papers, term sheets, pitch decks, financial models, family office & VC introductions. Sales & Growth Leadership: 10 years leading GTM, VP Sales/Marketing, CRO-level consulting; scaling SaaS & services businesses from early stage to exit. Operational Excellence: Systematizing service businesses (SOPs, KPIs, dashboards, org charts, succession planning), including high-ticket coaching and enterprise Strengths Guiding companies from early-stage chaos to investor-ready structure and operational clarity. Designing scalable org models and repeatable processes without stifling revenue growth. Blending legal, financial, and sales expertise to create credible growth strategies. Connecting founders with the right capital partners and strategic investors. In short, when you hire someone like me, you should expect your startup or business to have a clear vision for your future success. I am: • A strategic consultant and advisor for startups and scale-ups. • A fractional CEO / CRO and business strategist who can bring structure (SOPs, KPIs, org design) to service or SaaS companies. • A fundraising and investor connector with family office and VC relationships. • A builder of go-to-market systems: pitch decks, business plans, term sheets, investment memos. • An AI and automation strategist, advising on integrating AI into workflows and scaling operations.
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