Hire the best Investment Bankers

Check out Investment Bankers with the skills you need for your next job.
Clients rate Investment Bankers
Rating is 4.8 out of 5.
4.8/5
based on 289 client reviews
  • $95 hourly
    If you are a startup founder trying to raise money, my 500 Startups and Y Combinator experience will be helpful. Quick facts about me: 🏆 $250M+ Raised for 350+ Startups in 22 Industries 🏆 9+ Years of Startup Growth & IB Experience | 100% Customer Satisfaction 🏆 Top Rated Plus | 1% on Upwork Worldwide How I Make Entrepreneurs Succeed: 🎯 125% Higher Success Rate | 🎯 3x Faster Fundraising Prep | 🎯 1.5x Raised Capital My Services: ✅ Pitch Decks ✅ Business Plans ✅ One Pagers & IMs ✅ Market Research and Competitor Analysis Client Testimonials: 📝 “Giorgi was prompt and executed proficiently. I would recommend him to anyone who wants a logical and well-put-together fundraising presentation” - Luke @ Fresh Earth, raising $4M 📝 “Giorgi is a truly great asset to add to your team. His patience and dedication to sticking to our timelines made for a successful project together. I definitely recommend him for any brand decks!” - Trevor @ FranchiseFilming, Community Top Voice on LinkedIn 📝 “We hired Giorgi to redesign our clients’ pitch decks. He's reliable and has an eye for details while also being tactical, fast, and striking to the point" - Marco, Associate @ Y Combinator, Startup Accelerator 📝 "I cannot thank Giorgi enough for his expertise in creating our deck. I highly recommend his services to anyone looking for a top-notch business presentation” - Victor @ Silverback, $1.7M+ in Revenue --- 💬 Interested in Learning More? Send Me a Message to Get Started
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Writing
    Business Plan
    Startup Pitchbook
    Startup Consulting
    Training Presentation
    Marketing Presentation
    Financial Presentation
    Sales Presentation
    Fundraising Presentation
    Business Presentation
    Pitch Deck
    Keynote
    Google Slides
    PowerPoint Presentation
    Presentation Design
  • $250 hourly
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Microsoft Excel
    Accounting Principles & Practices
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $110 hourly
    +M&A / corporate development / investment banking / financial advisory +Customized pitch deck, CIM, investor presentations, executive summaries +Financial modeling and projections +Financial analyses and dashboards Let me help you analyze your business and tell your story! I have 14+ years of investment banking and M&A experience and have created dozens of financial models for financial analyses/performance tracking, valuation, M&A and investor/executive snapshots. I also have created numerous marketing materials for capital raising and acquisition evaluation.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Mergers & Acquisitions
    Microsoft Excel
    Business Presentation
    Due Diligence
    Financial Analysis
    Pitch Deck
    Microsoft PowerPoint
    Financial Modeling
    Valuation
    Business Planning & Strategy
    Pitchbook
    Investor Overview
    Executive Summary
    Finance & Accounting
    Business Writing
  • $30 hourly
    Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    List Building
    Company Research
    Investor Overview
    Market Analysis
    Market Segmentation Research
    Financial Modeling
    Business Valuation
    Financial Analysis
    Pitchbook
    Management Consulting
    Data Scraping
    Private Equity
    Business Plan
  • $100 hourly
    With 15+ years in Financial Analysis and Storytelling, I lead Top Tier Advisory, specialising in creating powerful financial models, valuations, and pitch decks. Our global impact across 50+ countries and 500+ startups is reflected in consistent 5-star client reviews. 📌𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 𝗘𝘅𝘁𝗲𝗻𝘀𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Built over 500+ financial models, completed 500+ valuation projects and crafted 600+ pitch decks. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 4 years as CEO of Top Tier Advisory and over 5 years as Managing Director of an Insurance Underwriter. 𝗚𝗹𝗼𝗯𝗮𝗹 𝗥𝗲𝗮𝗰𝗵: Worked with clients from over 50 countries, providing tailored financial solutions across diverse markets. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗕𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱: Undergraduate degree in Financial Analysis and a graduate degree in Financial Engineering, specializing in financial modelling. ✅𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗢𝗳𝗳𝗲𝗿𝗲𝗱: 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸𝘀: Creating visually appealing, data-driven presentations that effectively communicate your business’s value and potential to investors. 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴: Developing detailed financial models that accurately project business growth, profitability, and return on investment, tailored to investor needs. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Providing accurate and comprehensive business valuations to determine fair market value and support investment decisions. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗲𝗺𝗼𝗿𝗮𝗻𝗱𝘂𝗺𝘀: Crafting thorough investment memorandums detailing business strategies, market opportunities, and financial forecasts. 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗥𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Advising on effective strategies to attract investment, including private equity, venture capital, and other funding sources. 𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲: Ensuring all financial documents and investor communications meet regulatory standards and best practices. ✔𝗪𝗵𝘆 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗨𝘀? 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Our team works on both financial models and pitch decks, ensuring consistency and simplifying your life as a founder. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: All work is audited by team members before submission, ensuring accuracy and high quality. 𝗖𝗹𝗮𝗿𝗶𝘁𝘆 𝗶𝗻 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝘆: We excel at making complex financial concepts easy to understand, helping you communicate effectively with investors. 𝗧𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Our strategies are customized to meet your specific business needs, ensuring relevance and effectiveness. 𝗣𝗿𝗼𝘃𝗲𝗻 𝗧𝗿𝗮𝗰𝗸 𝗥𝗲𝗰𝗼𝗿𝗱: With consistent 5-star reviews and global experience, we have a proven track record of success in diverse markets. 📊 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: 𝗘𝗮𝗿𝗹𝘆-𝘀𝘁𝗮𝗴𝗲, 𝗦𝗲𝗿𝗶𝗲𝘀 𝗔, 𝗦𝗲𝗲𝗱, 𝗣𝗿𝗲-𝘀𝗲𝗲𝗱: Expertise in guiding startups through their initial fundraising rounds. 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 (𝗣𝗘) 𝗮𝗻𝗱 𝗩𝗲𝗻𝘁𝘂𝗿𝗲 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 (𝗩𝗖): Extensive experience in preparing businesses to attract PE and VC investments. 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲, 𝗠𝗲𝗱𝘁𝗲𝗰𝗵: Providing specialized financial services for healthcare and medical technology companies. 𝗦𝗮𝗮𝗦, 𝗧𝗲𝗰𝗵, 𝗙𝗶𝗻𝘁𝗲𝗰𝗵: Supporting software as a service, technology, and financial technology companies with tailored financial solutions. 𝗖𝗿𝘆𝗽𝘁𝗼 𝗮𝗻𝗱 𝗔𝗜 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Expertise in financial modeling and capital raising for cryptocurrency and artificial intelligence ventures. 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲, 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆, 𝗖𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗚𝗼𝗼𝗱𝘀: Offering comprehensive financial services across a variety of industries.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Real Estate
    Pitch Deck
    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Mergers & Acquisitions
    Business Plan
    Financial Analysis
  • $275 hourly
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Capital Markets
    Investment Research
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $130 hourly
    An MBA with 12+ Years of Banking, Consulting, Real Estate, and Venture Capital Experience. Worked with 100+ startups, SMEs, and investors (PEs & NHIs) providing them with advisory and preparing investor documents (business plans, financial models, and pitch decks) for fundraising and other strategic transactions. Helped startups raise over $100 million in funding from pre-seed to Series D rounds, further, I have also worked with investors evaluating startups and helped in investing over $60 million of capital. Have worked extensively on Real Estate underwriting projects evaluating collectively over $2 Billion worth of projects. Areas of Expertise: 1) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & and forecasts, etc. 2) Fund Raising and investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 3) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 4) Real Estate/PE - Detailed Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, transaction pitch decks, fund theme presentation, fund structures, etc. 5) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc. I have advanced financial modeling skills using Excel and can prepare investor-focused pitch decks. I can make consulting-style PowerPoint slides with infographics, charts, graphs, and custom data visualizations for pitch decks, investor presentations, internal presentations, etc. I have completed my MBA from the Indian Institute of Management and ESCP-Europe, the most prestigious and reputed academic institution in India and Europe.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    SaaS
    Real Estate Appraisal
    Ecommerce
    Financial Planning
    Business Research
    Financial Analysis
    Startup Consulting
    Microsoft Excel
    Pitch Deck
    Financial Modeling
    Microsoft PowerPoint
    Business Plan
    Fundraising
    Venture Capital Consulting
    Market Research
  • $40 hourly
    🥇Qualified Chartered Accountant (India) equivalent to CPA (USA) 🥇Successfully completed CFA Level 1 & Level 2 examinations 🥇6 years of professional work experience with PwC Deals (India) into valuations, financial modelling, pitch decks, M&A deals, other financial related analysis, etc. 🥇Worked on 100+ projects at PwC Deals across various industries including SaaS, tech, e-commerce, startups, retail, services, manufacturing, logistics, transportation, etc 🥇Closely engaged with a lot of PE and VC for raising funds, getting exits and tracking investments 🥇Access to premium consulting databases such as Capital IQ, PitchBook, DealStats, BVR, IBIS, Kroll CoC, Vertical IQ, EMIS, VCCedge and Private Circle 🥇Received "Top Rated Plus" badge on Upwork along with 5 star ratings on 95% of the engagements, served 40+ client on Upwork within 9 months Range of Services offered: ✅Business / company valuations along with a professional report for various purposes including management considerations, taxation, litigation, M&A, PPA, 409A, etc using multiple methodologies (DCF, peer companies & peer transactions) ✅Valuation of separate intangible assets for proposed sale / purchase price allocation (PPA) ✅Valuation of ESOPs using Binomial model, Black Scholes approach and Monte Carlo simulation ✅Preparation of simple to complex financial models along with 3 statement financials and graphs for startups, private and public companies ✅Attractive pitch decks, teasers and company presentations for seed round, series round, fund raising, IPO, M&A, etc. along with extensive industry research ✅Fractional CFO services for financial planning and analysis, cashflow management, financial reporting, business performance, etc. ✅Quarterly / Monthly investor presentations on financial performance, key developments, KPIs, etc. ✅Screening services to extract data and multiples of peer companies and peer transactions relating to any particular company / industry using various databases ✅Assistance in review, logical check and arithmetical accuracy for valuation and financial models
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Analysis
    Chartered Financial Analyst
    Business Consulting
    Finance & Accounting
    Pitch Deck
    Valuation
    Business Valuation
    Financial Model
    Financial Analysis & Valuation
    Pitchbook
    Business Plan
    Company Valuation
    Financial Modeling
    Financial Projection
  • $20 hourly
    CFA Charterholder (CFA Institute USA)| 15+ years' experience in Investment Banking | USD 300Million + raised | Valuation (DCF, Multiple based and Asset based) | Business Planning| Pitch-deck | 200+ Financial Models| Financial Advisory. I can provide you with an end-to-end solution, from financial modeling and company valuation to a detailed business plan and pitch deck, including dashboards. I can prepare a complete interactive financial model along-with all assumptions and related annexures like debt & fixed asset schedule. I can conduct business or company valuations using discounted cash flow, multiples, or asset-based methods. Additionally, I can provide advisory services in mergers and acquisitions, as well as guidance on arranging funds. I can prepare pitch-deck for start-ups to raise funds along-with forecasting their financials. I can help you manage your accounts, from monthly to annual, using Excel, QuickBooks, Zoho, or Xero. I can prepare Dashboards in Excel or Power BI, as per your requirements. Know about Pivot, power pivot, power query.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Planning & Strategy
    Business Plan Writing
    QuickBooks Online
    Bookkeeping
    Pitchbook
    Fundraising
    Business Plan
    Pitch Deck
    Business Valuation
    Company Valuation
    Online Market Research
    Financial Consulting
    Financial Planning
    Financial Modeling
    Financial Projection
  • $25 hourly
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Writing
    Pro Forma Statement
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    Chartered Financial Analyst
    Accounts Payable Management
    Business Valuation
    Investment Research
    Investment Strategy
    Cost Accounting
    Accounting Basics
    Microsoft Excel
    Financial Projection
  • $200 hourly
    Carta Certified Expert. I help startups and SMBs (small and medium sized businesses), and attorneys and accountants to those businesses, with cap tables, equity administration, capitalization analytics, AngelList RUVs and fundraising administration, and other fundraising concerns (private equity, venture capital, convertibles and SAFEs, etc.). Following are some of my core services. Just reach out if there's something you don't see here. - I can help you understand, through conversations and in Excel: cap tables, valuation caps, SAFEs, valuations, dilution, stock options, basic C-Corp concepts... any aspect of startup venture capital equity, no matter what stage your company is at - I build cap tables that show you the timeline of your equity ownership structure through Series A or an exit - I fully set up, clean up, or manage Carta for my startup clients so that they can focus on the business - During fundraising rounds I provide critical Excel support to you and your counsel, which significantly speeds up the fundraising process, helps ensure your cap table and any conversions or exercises in Carta align with your legal agreements, and significantly cuts back on legal bills - I can keep track of documents and wires related to conversions, distributions, and investments while you're raising a round and provide other transaction-related admin services that require an understanding of the fundraising transaction workflow - Turn your existing investor documents, or your ideas about forming a company and raising money, into a simple Excel spreadsheet (cap table) that will help you very clearly understand the importance of appropriate valuation caps and other critical dilution considerations - I can stick around for as long as you want help, through your fundraising round, after it to manage Carta, or to help with ongoing options grants and equity admin housekeeping Background: I have nearly 20 years of capital markets experience, including financial and capitalization table (cap table) modeling, cap table management, Carta buildouts, waterfall modeling, real estate syndication modeling, and so on. I hold a Master's degree from New York University, where I studied finance and investment, and received a Dean’s Fellowship for academic excellence. I am a full-time independent consultant, located in St. Petersburg, FL. My business is called Investible Ventures.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Real Estate Financial Modeling
    Startup Company
    Startup Pitchbook
    Modeling
    Startup Consulting
    Investment Preparation
    Financial Modeling
    Private Equity
    Investment Strategy
    Financial Analysis
    Venture Capital
    Equity Valuation
    Microsoft Excel
    Venture Capital Consulting
  • $125 hourly
    18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Research
    Startup Consulting
    Business Strategy
    Business Modeling
    Managerial Finance
    Business Writing
    Corporate Finance
    Business Management
    Business Valuation
    Business Analysis
    Financial Modeling
    Business Plan
  • $75 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Managerial Finance
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $95 hourly
    I help business owners get more of what they want from their business. I am a Professional EOS Implementer, a Certified Exit Planning Advisor, and an Investment Banker with 20+ years of experience. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services can address business planning, managing cash flow, forecasting and modeling, growth strategy, succession planning, exit planning, transaction planning, and management decision making. INVESTMENT BANKING: We provide a traditional set of investment banking services to small and medium sized enterprises (SME). Our suite of services includes mergers, acquisitions, and capital raising. We maintain relationships with financial institutions throughout the capital markets including banks, private lenders, investment companies, and private equity funds. MERGERS & ACQUISITIONS: We provide both buy-side and sell-side M&A advisory services. On Upwork, we can provide solutions to all or just a portion of your desired transaction. Our M&A services include valuation reports, buyers lists, acquisition search and screening, due diligence, modeling and forecasting, and writing memorandums and presentations. CORPORATE FINANCE: Our corporate finance services include capital raising to finance growth (including working capital, capital spending and acquisitions), fund distributions, and improve cash flow. We can help improve your capital structure, reduce your cost of capital, manage cash flows, and understand and minimize interest rate risk. Let us help you finance working capital (including accounts receivable and inventory, equipment purchases and acquisitions.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Succession Plan
    Business Valuation
    Company Valuation
    Pitchbook
    Executive Coaching
    Small Business Administration
    Capital Markets
    Due Diligence
    Corporate Finance
    Management Consulting
    Strategy
    Business Plan
    Mergers & Acquisitions
  • $150 hourly
    As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Capital Markets
    Pitch Deck
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $20 hourly
    Hi! I'm very pleased to meet you. I'm Diego Ramirez and I am associate (Manager) at an investment bank. Additionally, I'm currently candidate for a Post Experience Master in Finance at London Business School (#1 Master in Finance according to Financial Times and QS Ranking). Furthermore, during this programme I am an exchange student for the MBA programme at Columbia Business School. Also, I was CFO of a fintech (Backed by Y Combinator). Y-Combinator is a start up accelerator that have helped grow Dropbox, Airbnb, among others. Additionally, I have worked in an venture capital fund founded by the Head of Europe of the IFC Venture Capital Department and in the Venture Capital Investments department at of a 400M Euros European Venture Fund. In general I've done investment bankers, venture capital investment and corporate finance activities, which includes high quality excel financial models and presentations for investors. I really think I could help you with your financial model.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Project Finance
    Corporate Finance
    Investment Strategy
    Venture Capital Consulting
    Financial Presentation
    Finance & Accounting
    Financial Projection
    Financial Modeling
    Financial Planning
    Financial Analysis
  • $40 hourly
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $75 hourly
    I orchestrated more than $50 million in VC funding with early-stage founders between 2019 and 2021. I advised and developed more than 100 portfolio companies' capital-raising strategies with targeted venture capital funds. I guided startups through their investor-relationship-building, due diligence and deal execution. - What clients say about my work: ✅"A+++. Really went above and beyond and knows his stuff. We had struggled with these market slides for 6 months and across many advisors for advice. Mohamed was the only one to nail it and was a pleasure to work with." - Laura Bloomer ✅"By far the most intuitive, innovative, and creative consultant that I have worked with. Be confident that Sheraie will do a wonderful job for you and your company with very little oversite, and a lot of love and care." - Chuck Mitchell ✅"It is very hard to find someone who is both good at design thinking and also understands business/pitching. He is capable of this. I absolutely plan to work with him in the future, and I highly recommend you do as well. The proof is in the results!" - Akin Ola - A dedicated VC scout with a passion for entrepreneurship, start-ups, and venture capital. Excelling with more than a decade of sell-side investment experience. Prevailing with five years of experience in a client-facing role helping founders raise capital. Harnessing a significant set of skills through scaling a start-up through five years of experience as a founder. MBA thesis about the factors that affect the internationalisation of venture capital to emerging regions, covering the UK’s VC in the MENA region. - If you're seeking a cutting-edge business-savvy pro, I am your guy. I would be glad to help you grow & scale your business in both a sleek & lean manner. - My motive is perfect client feedback. I feel extreme joy when businesses achieve their goals through my work. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Writing
    Business Plan
    Financial Modeling
    Startup Pitchbook
    Fundraising Presentation
    Valuation
    Financial Planning
    Google Slides
    Venture Capital Consulting
    Microsoft PowerPoint
    Fundraising
    Investment Research
    Pitchbook
    Startup Consulting
    Pitch Deck
    Investor Overview
    Presentation Design
    Investment Preparation
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $55 hourly
    After working for over 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Visual Basic for Applications
    Business Valuation
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Financial Writing
    Business Proposal Writing
    Financial Projection
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $180 hourly
    I am a strategic and results-driven freelance M&A consultant with over 13 years of experience in mergers and acquisitions, investment analysis, and corporate development with a perfect 100% Job Success rating on Upwork. My project-based consulting services include: top-tier financial modeling, high-end pitch deck creation, rigorous commercial and financial due diligence, and comprehensive M&A execution support. I have consistently demonstrated success quarterbacking the entire deal process and excel in investment underwriting/deal structuring and transaction negotiations. I work with a broad range of clients including individuals, high-growth startups, small and medium-sized businesses, and large corporations, as well as private equity firms, family offices, independent sponsors, and investment banks. Prior to freelancing, I spent more than a decade in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for a variety of middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, exceeding $1.2 billion in aggregate deal value. Some of my recent notable projects include: -Directed 3 comprehensive Quality of Earnings engagements for a prestigious Top 100 accounting firm -Served as M&A sole advisor in the strategic sale of ESG software company to a global private equity fund -Created engaging and robust virtual work experience programs and job simulation modules for top Wall Street investment banking firms including Bank of America Securities, Citigroup, and TD Securities -Developed a deeply detailed, scenario-based financial model for specialty wellness brand's seed round -Led a complex $4.5 million leveraged buyout of home services provider, coordinating all aspects of the transaction for an independent sponsor, achieving a successful acquisition under tight market conditions -Crafted an intricate valuation model, investment memorandum, and targeted buyers list for a boutique IB -Orchestrated a $51 million private debt refinancing for a leading environmental waste plastic recycling plant -Authored critical slides for a VC-backed subscription company's investor and board deck, contributing to a successful $25 million Series C financing round with compelling narrative and data-driven insights -Secured and structured $11 million in senior and mezzanine financing for the acquisition of an industrial heat treat equipment manufacturer, skillfully navigating challenging lender objectives to close the deal -Drove a $5 million acquisition of a regional construction rental company, managing the transaction from start to finish for a family office direct investor, ensuring a strategic expansion of their portfolio
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Content Writing
    Pitchbook
    Company Valuation
    Financial Analysis
    Market Analysis
    Corporate Finance
    Private Equity
    Mergers & Acquisitions
    Investment Research
    Valuation
    Financial Modeling
    Due Diligence
    Competitive Analysis
  • $20 hourly
    As an associate member of The Institute of Chartered Accountants of India, I can help you with preparing financial statements, annual reports, projected financial statements etc for your company. I am Certified Quickbooks Online ProAdvisor. I have been providing various financial services since last 7 years, which includes but not limited to: 1. Bookkeeping and preparation of financial statements for companies in Singapore, USA and Canada. 2. Preparation and filing of GST and VAT returns with HMRC. 3.Preparation and filing of companies financial statements with the Companies House. 4. Preparing and filing Corporate Tax Returns for companies and individuals in Canada, Singapore and USA 5. Preparation of Reconciliation Statements for Banks,Credit Cards, Sales, Purchases, Debtors, Creditors etc. I have been using following accounting and taxation softwares to provide services: 1. Quickbooks Desktop 2. Quickbooks Online 3. ZOHO 4. Xero 5. Bookkeeper.in 6. Busy 7. Tally My aim is to provide an online platform to support small and medium businesses in their day to day compliance and to save their time that they can invest in their business.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    XBRL
    Annual Report
    Corporate Finance
    Pitchbook
    Bookkeeping
    Xero
    Private Equity
    Finance & Accounting
    Financial Accounting
    Intuit QuickBooks
    Microsoft Excel
    Tax Preparation
  • $75 hourly
    𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: With over 15 years of experience, I empower startups, middle market businesses, Private Equity & Portfolio companies in the US, UK & EU. I help with 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗖𝗙𝗢 𝗿𝗼𝗹𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄, 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, & 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. I also have experience in providing managing Strategic projects like 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲, & 𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴. I am a consistently 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 (𝐏𝐥𝐮𝐬) contractor on Upwork (among the top 2%). 𝐌𝐲 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: I hold both Chartered Accountant degree (CPA Equivalent) and an MBA by qualification. 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟱𝟬 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, from diverse industries & countries from startups to businesses doing more than $3+ Billion in annual revenues. 𝗙𝘂𝗿𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗲𝗮𝗺: If you need, you can also have access to my team of seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how simple or complicated they may be. ____________________________________________________________________ 𝐌𝐘 𝐂𝐎𝐑𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐄𝐒 & 𝐎𝐅𝐅𝐄𝐑𝐈𝐍𝐆𝐒: - CFO Services (Cashflow Management, Budgeting, Team, Accounting oversight) - Budgeting & Forecasting, Financial Analysis, Departmental KPIs. - Financial Modelling, Projections, Microsoft Excel, Fund Raising & Investor communication - Month end close, Audit assistance & Compliance Oversight - Stakeholder management, Communication & Cross Functional Execution - Financial Reporting, Departmental Reporting, & Real-time Management Dashboards. - Real time analytics thru implementation of Microsoft Power BI & Tableau. - Business Strategy & Decision making 𝐒𝐄𝐋𝐄𝐂𝐓 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒: 1. 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, USA ($30Mn): Overhauled financial systems, boosting sales and margins. 2. 𝐒𝐨𝐥𝐚𝐫/𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐄𝐧𝐞𝐫𝐠𝐲, USA ($150M): Directed financial forecasting and managed M&A transactions. 3. 𝐂𝐏𝐆, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. 4. 𝐂𝐲𝐛𝐞𝐫 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲, UAE: Readied financials for fundraising and developed investor decks. 5. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. 6. 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, UK: Optimized budgeting processes and financial operations. 7. 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. 𝙇𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙥𝙧𝙤𝙟𝙚𝙘𝙩! Cheers, Sonabh
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Due Diligence
    Microsoft Excel
    Xero
    Data Analytics
    Microsoft Power BI
    Mergers & Acquisitions
    Private Equity
    Fundraising
    Financial Modeling
    Cash Flow Modeling
    Budget Planning
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Management
  • $50 hourly
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your revenue model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Private Equity
    Investment Research
    Chartered Financial Analyst
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $125 hourly
    Professional Highlights • Real Estate Broker - Investment Sales in all 50 States - Any Asset, National & Global Reach • 200+ Assets • Investment Sales and Leasing • International Experience USA Coast-to-Coast, Europe, Canada, Philippines & The Bahamas • $3 Billion CRE Transaction Experience • $250M+ Capital Raised • Shopping Center, Multifamily, Office, Industrial, Hotel, New Construction, Resort Developments, Storage, RV Parks, Residential and Land • Retail Site Selection • International Market Expertise in Bahamas • Clients: Amazon, Marcus & Millichap, First National Realty Partners, CBRE, JLL, Citadel, Fresh Thyme, Chick Fil A, Berkshire Hathaway, Colliers • Investor Pipeline and Deal Flow Access • Access to AI Data, Foot Traffic, Demographics, Sale Comps, Site Selection & CoStar Reports Commercial Real Estate Marketing - Offering Memorandum, Investment Packages for Syndication, Equity Raise, and Proposals. - Strategic Business Plan and Execution - Aerial, Retail, Satellite Maps - Graphic Design - Property Videos, Motion Graphics, Callouts, Editing - Social Media, Email Marketing (Mailchimp, Constant Contact, etc.) - Flyer and Ad Postcards - Signage and Billboards Construction and Developments - Investor Pitch-books, Decks, and Offerings - Project Documentation - Drone Survey and Photo/Video Progression - Presentations A versatile creative dedicated to Commercial Real Estate and Construction. I take pride in a relationship-driven service and keeping business simple as a reliable, consistent, and high-quality asset to your business. With my background - I have led the production, marketing, and planning of customized Proposals, Offering Memorandums and Executive Summaries for both Commercial Real Estate and Construction with the ability to execute all marketing strategies. Proficiency in Adobe Creative Suite, Final Cut Pro X, Excel, CREXI, CoStar, LoopNet, RCM, WordPress, MailChimp, Constant Contact, HubSpot, Microsoft. I also hold a Part 107 Drone License and have experience filming in prominent places such as Miami, New York, and the Bahamas. "The sculpture is already complete within the marble block, before I start my work. It is already there, I just have to chisel away all that is not David.” ― Michelangelo Excellence becomes habitual Ryan Curran Creative rcurran6@yahoo.com | Info@ryan-curran.com
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Real Estate Marketing
    Real Estate Listing
    Commercial Real Estate Photography
    Drone
    Videography
    Marketing
    Construction
    Video Editing
    Adobe Illustrator
    Graphic Design
    Microsoft PowerPoint
    Adobe Photoshop
    Adobe InDesign
    Real Estate
  • $60 hourly
    Experienced financial analyst (Deloitte; Rand Merchant Bank) who is new to the freelance scene. I have advanced modeling skills (Excel, VBA, Python) and a specialist background in project finance transactions within financial advisory firms, private equity, and senior lenders. I build financial models to support your: ✅ Project Finance Transaction ✅ Investment Valuation ✅ Investment Exit Planning & Strategy ✅ Commercial Bid Pricing ✅ Startup's Investor Pitching and Financing ✅ Financial Planning & Analysis The models will capture your business’ future seen through its financial accounts, offering you actionable, quantitative insights. Its structured calculations allow you to explore the impacts of different situations on your business outcomes. All designs are tailor-made in Excel, making them easy to use without special expertise. I look forward to working with you!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Dashboard
    Sustainable Energy
    Wind Energy
    Solar Energy
    Private Equity
    Energy & Utilities
    Visual Basic for Applications
    Quantitative Analysis
    Project Finance
    Finance & Accounting
    Forecasting
    Financial Analysis
    Valuation
    Financial Modeling
  • Want to browse more freelancers?
    Sign up

How it works

1. Post a job

Tell us what you need. Provide as many details as possible, but don’t worry about getting it perfect.

2. Talent comes to you

Get qualified proposals within 24 hours, and meet the candidates you’re excited about. Hire as soon as you’re ready.

3. Collaborate easily

Use Upwork to chat or video call, share files, and track project progress right from the app.

4. Payment simplified

Receive invoices and make payments through Upwork. Only pay for work you authorize.

Trusted by

How do I hire a Investment Banker on Upwork?

You can hire a Investment Banker on Upwork in four simple steps:

  • Create a job post tailored to your Investment Banker project scope. We’ll walk you through the process step by step.
  • Browse top Investment Banker talent on Upwork and invite them to your project.
  • Once the proposals start flowing in, create a shortlist of top Investment Banker profiles and interview.
  • Hire the right Investment Banker for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Investment Banker?

Rates charged by Investment Bankers on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Investment Banker on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Investment Bankers and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Investment Banker team you need to succeed.

Can I hire a Investment Banker within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Investment Banker proposals within 24 hours of posting a job description.

Schedule a call