Hire the best Fundraising Consultants in San Diego, CA
Check out Fundraising Consultants in San Diego, CA with the skills you need for your next job.
- $130 hourly
- 5.0/5
- (7 jobs)
Hey there! I'm a 3x startup founder, raised Venture Capital, invested in 10+ startups as an Angel Investor, created an angel investment group that has raised $$ from 70+ angel investors and hold an MBA from University of Southern California. I've personally pitched projects to win over $25mm in business across 10+ years of Business Development experience. I specialize in helping startups create winning pitch decks that attract investors and customers. My services include: - Pitch deck investor grade feedback & coaching - Storytelling and messaging - Framework & design - Competitive analysis and market research - Financial projections and modeling - Pitch delivery coaching and practice - VC outreach strategy Whether you're a first-time founder or a seasoned entrepreneur looking to raise your next round of funding, I can help you create a pitch deck that tells your story, showcases your product or service, and highlights your team's strengths. I can also provide feedback on your pitch delivery and help you prepare for investor meetings and demo days. Let me leverage my startup experience, hundreds of hours reviewing thousands of pitch decks and an overpriced MBA from USC to help you with your startup! I work closely with my clients to understand their business & fundraising goals, so I can tailor my services to their specific needs. My approach is collaborative and iterative, and I always aim to exceed my clients' expectations. If you're ready to take your startup to the next level, let's connect and discuss how I can help you create or refine a compelling pitch deck that gets you $$$.. BONUS: ***Since I’m new to Upwork, my rates are currently 30% off for my first (5) clients*** (I’ve worked with dozens of startups before, just not on Upwork)
Fundraising
Lean StartupBusiness StrategyBusinessBusiness DevelopmentPitch DeckStartup ConsultingPresentation DesignLeadership SkillsFinancial ModelingInvestment ResearchSalesEntrepreneurshipMarket ResearchPresentations - $95 hourly
- 5.0/5
- (1 job)
Venture Capitalists typical take no more than 3 minutes and 20 seconds reviewing Seed or Series A pitch decks. In less than 4 minutes, you need to get their attention and get them to engage. While all successful pitch decks reflect the uniqueness of the companies they may portray, my proven approach follows a concise structure designed to hook their attention quickly and increase the likelihood of raising money. What do VCs typically expect to see? First, read or re-read the templates from Sequoia and Y/C Combinator. That’s an excellent start. The good and bad news about these well-written templates? Well, everyone uses them, so following them word for word is not enough to stand out with a unique voice. To stand out, I will make sure that you answer clearly and succinctly such questions as: Is your company purpose disruptive, easy to understand and memorable ? Is the opportunity big enough to get VCs to keep reading? Is it clear why this problem/opportunity is timely–why now? Is it clear that this is THE cohesive team to execute the vision–why you? Does your traction faithfully reflect the state of the product/company? Can you make this a profitable business and how/when? Did you articulate how you solve a big industry pain in a way that your competitors cannot? Does the monetization plan mirror the product plan? Do you have clarity about fundraising requirements/use of proceeds? Can you credibility articulate an exit strategy? This is not the full recipe, but you get the idea. If you are in deeptech fields, I have additional questions that address regulatory approvals, traction with clinical trials and portrayal of the origin of the technology/IP. My firm, Montfort Ventures, help founders fundraise more efficiently. With a keen eye on targeting the right investors, I will save you time by getting to a “yeah or neah” more quickly. How do we do it? Phase One - Initial Strategy & Feedback Review project parameters and fundraising goals Laser in on current fundraising pain points Deliver a slide by slide pitch deck review based on stated goals Written feedback from a seasoned venture capital advisor Receive ongoing mentorship for our revenue advisors, who help founders implement strategies to increase traction numbers Phase Two - Creative Enhance your startup’s narrative with our team of creative advisors to ensure a powerful and compelling story is woven throughout your deck Our exclusive agency partnership with Vancouver based Workshop Film Company allows us to access world class talent to insure your pitch deck and all creative investment material stand hand and shoulder over your competitors. Receive an updated version of your pitch deck reflecting the VC feedback and design updates. Part Three - Investment Outreach Planning Receive personalized email templates & an elevator pitch blurb geared towards attracting investors during initial outreach and follow up Our team of researchers will use the most up to date data from sources such as Crunchbase Pro & Pitchbook to compile a bespoke list of targeted investors active in your industry & investment stage Receive curated investor lists, including contact information delivered via Airtable. Our team will help your internal team set up your CRM in a way that no investor slips between the cracks Part Four - Due Diligence and Traction Upon finding a lead investor, Montfort Ventures is happy to assist in creating and organizing due diligence material, such as valuation reports, financial statements & projections, letters of intent, and term sheets. Our fractional CFO in residence is available to review financial statements and ensure a strong defense positioning during negotiations. Our revenue advisors help provide your startup with critical feedback on your business model, and provide founders with best practices to increase their investor facing traction numbers. For individuals seeking a CPA certified valuation report, we offer valuation reports through PwC (sold separately). Final Deliverables: Pitch deck review document Updated pitch deck Investor outreach email copy Curated list of investors delivered via Airtable Google drive with capital raise resources Ongoing support during the fundraising process Valuation report performed by a team of licensed CPAs through a licensing deal with PwC. Models used: Scorecard method, Venture capital method, Discounted Cash Flow method, Discounted Cash Flow method. Payment Structure Flat hourly rate: $95 / hour Work retainer rate: $3,400 per 40 hour work block purchased ($85 / hour) $12,000 per 160 hour work block purchased. ($75 / hour) All unused consulting hours roll over month to month and do not expire. We want to ensure maximum flexibility to our founders.
Fundraising
Investment PreparationRevenue ManagementVenture CapitalStartup ConsultingPitch Deck - $80 hourly
- 5.0/5
- (0 jobs)
I am a Web3 founder, investor, advisor, and educator, with dedicated experience in private equity/venture capital, program management, & business development. I specialize in positioning early stage businesses for long-term success, leveraging my deep technical knowledge and considerable experience as both an investor and operator. I’ve led fundraising efforts, created pitch decks, and built-out valuation models, resulting in more than $20 million in investment. Currently, I professionally teach DeFi and provide operational support to startups building enterprise software and disruptive tech. I can help you: 1️⃣〉raise money by creating world-class pitch decks, investment memos, and financial models - I advise on fundraising preparation and strategy, investor outreach, and deal terms. 2️⃣〉improve organizational health by standing up your PM function and/ or acting as your COO 3️⃣〉gain expert insight into Web3 technology, trends, and GTM 4️⃣〉build your brand identity by designing logos/brand assets and creating brand guidelines While working together, you can expect: ★ First-class communication and responsiveness ★ The benefit of extensive and deep operational experience strong technical understanding ★ Relentless focus on over-delivering and making your project successful If you work with me you will: ➥ leave nothing to chance ➥ have truly standout pitch decks, investment memos, financial models, and brand assets ➥ receive the most seasoned and diligent advice and support My core expertise: 🚩 Strategic leadership as COO 🚩 Fundraising preparation/strategy, pitch decks, valuations, investor outreach 🚩 Building a startup's first proper program management function 🚩 Coaching creative/ technical founders on the business side. 🚩 Advising on Web3 GTM strategy Whether you are seeking capital or are heads down in execution, I can help position your business for success. Send me a message and lets discuss how my skill set might work best for you!
Fundraising
Pitch DeckGraphic DesignBlockchainDeFiLogo DesignFinancial Analysis & ValuationWeb3FigmaMarket TrendsProgram ManagementBrand Identity DesignPublic SpeakingNFTWeb Design - $80 hourly
- 0.0/5
- (1 job)
Are you a nonprofit that's stuck constantly putting out fires instead of getting ahead of them? My mission is to help nonprofit organizations build strong foundations to sustainably serve society by coaching leaders and creating structure to implement strategy. Tools Used - Custom Integrated GAPS Analysis - Strategic Planning - Market Research - Leadership Coaching - Financial Management - Fundraising
Fundraising
Community Goals & KPIsGrowth StrategyProduct DevelopmentOrganizational BehaviorOrganizational DevelopmentMarketing StrategyStrategic PlanningProject ManagementStrategyStrategic Plan - $125 hourly
- 0.0/5
- (0 jobs)
I love the process of growing and developing businesses. I will manage your capital and time as if it were my own business. - 80% of my clients in 2024 more than doubled their sales close rate - All of my clients saw a 30%+ increase in business in 2024 - My average client engagement is 3.5 years (happy clients) With over 35 years of business success I can help you: (1) understand your blind spots (2) capture and measure key metrics (3) set and execute on bold goals
Fundraising
Financial PlanningMarket AnalysisSales & MarketingGo-to-Market StrategyStrategic PlanningBusiness AnalysisBusiness DevelopmentGrowth HackingProduct ManagementBusiness CoachingManagement Consulting - $55 hourly
- 0.0/5
- (0 jobs)
As a seasoned business executive, I bring over 10 years of experience driving growth and building impactful partnerships for both startups and established companies. I have a proven track record of securing millions in funding, creating high-impact go-to-market strategies, and leading projects that deliver sustained revenue growth. Having worked with organizations like Uber, Brex, Folio, Amai, and Alter Terra, I specialize in sales, business development, marketing, customer success, fundraising, and executive leadership. My experience spans program management, launching successful products, and optimizing internal processes to maximize efficiency. I thrive in designing and executing strategies that align with business goals, streamline operations, and drive measurable results. With a passion for ESG and impact-driven initiatives, I also champion partnerships that promote sustainability and social good. I have extensive expertise in launching scalable programs and building strong, long-term relationships that contribute to both business success and societal impact.
Fundraising
Impact MappingGrowth StrategyStrategic PlanMarketing StrategyRevenue ManagementProject ManagementPartnership DevelopmentSales StrategyBusiness DevelopmentMarket Research - $15 hourly
- 5.0/5
- (3 jobs)
I am a speech-language pathologist looking for other projects to complete on the side. I am a skilled writer and communicator, with an attention to detail and creativity. I am very organized and have experience tutoring, creating assignments, designing graphics for therapists, entering and collecting data for research projects. - I am experienced using Canva and other design interfaces - I love traveling and spent the last 6 months traveling alone, building connections, and sharing through social platforms. - I am interested in taking both one-time projects and longer-term.
Fundraising
DatabaseLessonInternational DevelopmentResearch MethodsProduct DevelopmentWriting CritiqueCommunicationsWritingChildEnglish TutoringTutoringAcademic ResearchSpeeches - $55 hourly
- 0.0/5
- (0 jobs)
Whether you are drowning in to-do's, months behind on your content calendar, or looking to write blogs for the first time - I'm your gal. I can follow your clearly outlined briefs or I can help you brainstorm your content strategy from scratch. Wherever you are at in your process, I work with you to understand your goals, your needs, and your voice so I can provide you with effective, well-written copy that sounds just like you. Additional styles of portfolio items available on request. Learn more at SarahKCreative.com
Fundraising
SEO ContentAdventureNonprofit Industry ConsultingSales CopywritingSales Funnel CopywritingProduct DescriptionWebsite CopywritingSEO AuditSEO Keyword ResearchStorytellingMarketing CommunicationsEmail CopywritingBlog WritingCampaign Copywriting Want to browse more freelancers?
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