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RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Need help expressing your startup’s potential? Are you tired of pitches falling flat? You need a strategic advantage. With 25+ years as a former VC, investment banker, consultant, and author of the soon to be published, The Founder's Gauntlet - The Complete Fundraising and Startup Companion from Ideation to Exit, I don't just build investor materials; I engineer investor conviction. I've seen hundreds of startups stumble, not from bad ideas, but from failing to speak the investor language. Here's the harsh truth: Investors see hundreds of pitches. They're looking for the 'why' behind the numbers and the story, the strategic edge that sets you apart. If your pitch doesn't ignite their interest in seconds, you've lost. Here's how I change that: - Investor-Grade Financial Models: Not just projections, but a roadmap investors trust. - Killer Business Plans and Investor Pitch Decks: Narratives that resonate, not just word and number dumps. - Insider Insight: I know what investors want before they ask. - Strategic Fundraising Coaching: Turn your pitch into a funding magnet. - My track record: I've co-founded a VC firm and an investment bank. I've been in your shoes, and I know what it takes to break through. The difference? I don't just prepare you; I equip you to dominate. I'll help you anticipate investor questions, dismantle objections, and showcase your vision with unwavering confidence. Ready to stop pitching and start growing? Don't let another opportunity slip away. Message me now, and let's turn your startup's potential into reality.

Financial Modeling | Startup Valuation | Investor-Ready Pitch Decks | M&A Support I’m a finance professional with hands-on experience in investment banking, transaction advisory, and corporate finance. I specialize in helping startups, investors, and founders make smarter financial decisions through: • Financial Models (3-statement, DCF, LBO, SaaS, scenario-based forecasting) • Company Valuations (Comparable Company Analysis, Precedent Transactions, DCF) • Investor Pitch Decks (Storytelling + clear metrics tailored for VC/PE fundraising) • M&A Support (Deal modeling, CIMs, target screening, and due diligence) • Fundraising & Cap Table Strategy (Seed to Series B) I've worked with growth-stage startups, VCs, and advisory firms — and I bring not just technical skills, but strategic insight. Fast turnaround, clear communication, and investor-grade work — every time. Let’s bring clarity to your numbers and confidence to your next financial decision.

Ishaan is currently an investment banker. He has deep knowledge of valuation methodologies and is adept at valuating both companies and assets. He has worked on end-to-end live deals spanning M&A transactions, fairness opinions, distressed asset valuations and equity financings. Ishaan is well skilled in DCF analysis, accretion/dilution analysis, company analysis and precedent transaction analysis. As a freelancer, Ishaan has supported various VC firms in conducting due diligence and building business proposals. In the past, Ishaan served as a personal aide to the Ambassador of Canada as well as the CEO of India's largest aluminium producer. He has supported Fortune500 firms and investors in making successful investments in India. He is an MBA from the University of Toronto and holds a Diploma in Financial Accounting from Harvard Business School.