Hire the best Investment Bankers in California

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$35 hourly
Manu T.
- 5.0/5
- (1 job)
Hello my name is Manu Toa and I'm a Web Designer and Graphic Designer i have 8 years experience in both field I can produce the following (Flyers, Posters, Video Ads, Business Cards, YouTube intros, Web Apps Etc...) I look forward to working with you I am a team player and great leader I will deliver all products in a timely manner.

Investment Banking
App Development
Business Development
Bookkeeping
Data Entry
Database Integration
Accounting
Web Design
Business Card
Graphic Design
Logo Design
$90 hourly
Jason C.
- 5.0/5
- (12 jobs)
Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.

Investment Banking
Personal Finance
Finance
Finance & Accounting
Analytical Presentation
Spreadsheet Software
Spreadsheet Skills
Google Sheets
Private Equity
Microsoft Excel
Financial Analysis
$50 hourly
Michael C.
- 5.0/5
- (4 jobs)
Quantitative Engineer and USC Graduate (M.S Biostatistics) experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modeling, closing items, pitch books), or pitch book creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising. Raising money as a startup is hard work! The amount of collateral required (one-pager, pitch deck, business plan, financial projections) is massive. And if that's not enough the knowledge required to actually approach and close rounds with angels and VCs is another huge hurdle. With 6 years of entrepreneurial experience in startups, I know what investors are looking for when analyzing opportunities. Whether it be a business plan, pitch deck, financial model, or term sheet, I'm here to help you create the collateral that will get investors' attention. You only get one chance to impress an investor, don't waste it! Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. I have completed pitch decks and fundraising (Pre-Seed to Series D) for over 150 companies including my own funded startups.. I specialize in knowing what accelerators are looking for (Y-Combinator, TechStars, TechCrunch Disrupt, 500 Startups, SOSV). I am an extremely detail-oriented and fast worker. Additionally, I am a growth hacker who can help you acquire and cater to your first users by putting together completely customized marketing plans and helping you execute them out. I specialize in: - Business Consulting - Business Plan Writing - Pitch Decks - One Pagers - Financial Projections - Pre-launch Feasibility Studies - Venture Capital Strategy - Marketing & User Acquisition Plans - Market Sizing - Competitor Analysis. I'm looking forward to connecting with you and helping you on your journey to startup growth and success!

Investment Banking
Acquisitions
Intuit QuickBooks
Venture Capital Consulting
Microsoft PowerPoint
Company Valuation
Microsoft Excel
Quantitative Finance
Management Consulting
Strategic Plan
Financial Modeling
Private Equity
Case Studies
Quantitative Research
Data Science
$300 hourly
Josh P.
- 5.0/5
- (6 jobs)
I am a senior M&A consultant and capital raising strategist with 15+ years of experience in mergers and acquisitions, investment analysis, deal financing, and arranging tailored capital solutions. With a 100% Job Success rating on Upwork, I focus on expert transaction advisory and hands-on deal support, delivering high-impact outcomes that meet institutional-quality standards. My consulting expertise includes: -Top-tier financial modeling and valuation -Investor-grade pitch deck creation and fundraising materials -Comprehensive commercial and financial due diligence -Debt & equity financing for growth, buyouts, and special situations I have a proven track record of leading end-to-end deal execution, excelling in investment underwriting, deal structuring, and transaction negotiations. I specialize in managing the entire M&A and capital-raising process, ensuring seamless execution and maximum value creation. I work with a diverse range of clients, including: -High-growth startups and SME's -Large corporations and investment banks -Private equity firms and family offices -Independent sponsors and strategic investors Before transitioning to project-based work, I spent 10+ years in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for top middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, with a track record 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 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 recycling facility -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

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
$50 hourly
Isaac C.
- 5.0/5
- (4 jobs)
I am currently an investment banking analyst with over three years of M&A (sell-side, buy-side, capital raise) transaction experience in the middle market across construction, industrials, commercial and business services, food, and energy industries. I am proficient in Excel and PowerPoint with extensive experience with financial modeling (comps, DCF, LBO, operating models), including valuation, forecasting, and financial statement analysis. I have created many pitch decks, investor/buyer lists, and CIMs, and I conduct industry/market and company research often. I also have experience analyzing businesses operationally. Looking forward to working with you and helping you achieve your goals.

Investment Banking
Economics
Pitch Deck
Mergers & Acquisitions
Corporate Finance
Valuation
Forecasting
PPTX
Financial Modeling
Presentations
Financial Accounting
Due Diligence
Business Presentation
Microsoft Excel
Pitchbook
$150 hourly
Wayne H.
- 4.5/5
- (20 jobs)
Strengths: -- Real Estate & Startup Modeling -- Pitchbook creation -- Complex capital structures -- Valuations -- Acquisition process -- Contract analysis -- Alternative investment analysis Accomplishments: -- CA Licensed Real Estate Broker -- Summa cum laude, 4.0, DePaul University; Finance & Real Estate -- Scored in the 96th percentile on the Bloomberg Assessment Test -- Analysed hundreds of companies across multiple industries

Investment Banking
Real Estate Financial Modeling
Bookkeeping
Intuit QuickBooks
Cash Flow Modeling
Private Equity
Startup Consulting
Fundraising
Microsoft Excel
Real Estate
Forecasting
Valuation
Financial Modeling
Financial Analysis
$200 hourly
Jerrod R.
- 5.0/5
- (65 jobs)
Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are financial modeling experts and pride ourselves on being able to dive in and quickly understand the meaningful drivers of a client’s business model. We are investor-minded and structure our models in a way easily digested by the investment community. No two models are the same, as we will build from the ground up. This process creates a more defendable model and helps position the business to get the valuation it deserves. We have experience in most industries and would be happy to provide a work sample related to your industry. We look forward to connecting to see if there is a mutual fit, and please reach out with any questions!

Investment Banking
Venture Capital Consulting
SaaS
Financial Management
Investor Overview
Business Valuation
Startup Consulting
Financial Modeling
Financial Accounting
Capital Markets
Investment Research
Management Consulting
Tech & IT
Financial Analysis
$150 hourly
Zahra y.
- 5.0/5
- (131 jobs)
🔥Invite me to your job and book a 𝗙𝗥𝗘𝗘 20 min 💸𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝘾𝙖𝙡𝙡📞 Zahra Yarahmadi🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. I have advised 𝟏𝟐𝟎+ 𝘁𝗲𝗰𝗵 companies and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for my clients within the past four years. ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialties are subscriptions (SAAS), AI, e-commerce, Tech, Healthcare, Government, and Real estate .✨ 𝗖𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 on my clients prove between 𝟭𝟬𝗫 𝘁𝗼 𝟯𝟱𝗫 return on their investment on pricing & revenue services.📈 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 🛠𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling

Investment Banking
Forecasting
Business Valuation
AI Consulting
Financial Analysis
Venture Capital
Business Planning & Strategy
Financial Projection
Mergers & Acquisitions
Pricing
Business Modeling
Pricing Strategy Consulting
Financial Modeling
SaaS
Fundraising
$35 hourly
Sugey P.
- 0.0/5
- (0 jobs)
I have over 15 years of tax and accounting experience. I enjoy working with clients in all aspects of the business. I don't just data enter numbers, I evaluate to recommend solutions for clients and their businesses. Helping business owners learn how to save on taxes so that they can re-invest in themselves. Building wealth through being efficient and cost conscious. I customize my services to serve the client needs.

Investment Banking
Financial Planning
Bookkeeping
Payroll Accounting
Tax Preparation
$46 hourly
Eshan D.
- 0.0/5
- (1 job)
As an experienced private banker with a deep understanding of personal finance and credit, I am confident in my ability to provide comprehensive financial solutions to clients in a variety of industries. With years of experience in the banking industry, I have developed a keen eye for identifying and analyzing financial opportunities, creating customized solutions to meet the unique needs of each individual client. My expertise includes personal finance management, credit management, and investment strategies. I have a proven track record of helping clients achieve their financial goals by providing sound advice and guidance throughout the entire process. My experience working with high net worth individuals has honed my ability to communicate effectively with clients from all walks of life. Whether it's creating a tailored investment portfolio, managing credit and debt, or providing guidance on retirement planning, I am committed to providing the highest level of service and expertise to each and every one of my clients. If you're looking for a skilled private banker with a deep understanding of personal finance and credit, I am confident that I am the right candidate for your project. I look forward to the opportunity to help you achieve your financial goals and secure your financial future.

Investment Banking
Credit Counseling
Personal Finance & Wealth Management
Business Analysis
Financial Analysis
$50 hourly
Sebastian B.
- 0.0/5
- (0 jobs)
I am a technology business development executive with 15+ years experience and a passion for helping companies of all sizes drive innovative growth strategies from vision to close. Across my career as an investment banker (ex-Lehman Brothers), venture capital investor (ex-Telesoft Partners) and business development & strategy leader (ex- Matterport, VISA, Symantec, Pubmatic), I have helped numerous early stage, mid-market and Fortune 500 companies on key initiatives such as: ✔️ Go-to-Market (GTM) strategy and execution for new business ventures, existing business units & new market expansion increasing revenues up to $20M per year ✔️ Sales/Partnerships strategy and execution for more than 40+ deals ranging from $200K to over $45M in revenue per year ✔️ Served as General Manager of a $60M/year business leading all functions including: strategy, sales, operations, marketing & business development driving 20% revenue growth in the first year as GM ✔️ Financial modeling, valuation, and due diligence including financial statements, DCF valuations & comparable company analysis on deals ranging from <$1M to over $20B ✔️ Support and guidance on venture capital fundraising for over 60 Series A to C startups I hold an MBA from The Wharton School, University of Pennsylvania (top 3 ivy-league business school in the world), a Master’s Degree in Finance, a Bachelor’s Degree in Mathematical Economics and certifications in Financial Modelling. I can help you with… 📌 Building a winning GTM strategy for your business 📌 Creating a business plan including guidance on fundraising 📌 Financial modelling, valuation and projections for your business 📌 Business/Strategy Consulting – in depth analysis of the company’s core competencies, problem areas, presentation of findings & recommendations and implementation of new business strategy 📌 Industry and market research I am new to Upwork, so please note I am offering a steep discount on my normal hourly rate in order to build my client base here, but you will get every second of my undivided attention, and a turnkey white-glove service on all your projects we work on together.

Investment Banking
Business Writing
Venture Capital
Startup Consulting
Market Research
Competitive Analysis
Financial Modeling
Fundraising
Business Strategy
Management Consulting
Business Development
Strategy
Financial Analysis
Business Plan
$150 hourly
Mike B.
- 0.0/5
- (0 jobs)
I spent 20+years in the investment banking field, starting first as a securities trader and then rising to a number of key management positions, culminating as the Head of Strategic Planning & Business Development for bank I worked for. I left in 2015 to help start a successful business management and strategy consulting company. Since then, I have been involved in a myriad of successful startups as well as a number of succesful turn arounds projects. Whether you are new startup that seeks professional strategic guidance, or a mature business that needs to take a new path, I can assist in many aspects to help your business by providing valuable guidance and hands on management.

Investment Banking
Business Presentation
RFP Writing
Business
Financial Consulting
Strategic Planning
Project Management
$155 hourly
Craig I.
- 4.4/5
- (19 jobs)
Recognized by peers and clients as an award winning investor and successful business driver with 20 years of financial and operational leadership experience in multinational and startup environments. Delivers valuable insights into the challenges faced by companies and investors. Key expertise includes: • Investment analysis and valuation • Structured finance and credit analysis • Budgeting and forecasting • Corporate finance, capital markets, M&A • Strategic planning and execution

Investment Banking
Accounting
Company Valuation
Business Valuation
Cryptocurrency
Investment Research
Corporate Finance
Business Presentation
Valuation
Asset Management
Finance
Presentations
Financial Analysis
Strategy
Finance & Accounting
$150 hourly
Lisa L.
- 0.0/5
- (0 jobs)
About me: I am a Harvard MBA ('23) with experience in Investment Banking, Product Management, startup advisory, and the performing arts. I have been running my own coaching / consulting business as a side hustle for 10+ years (since I was a freshman at Williams College). Having worked across the US + Asia and having made a few bold career transitions myself, I have deep empathy for ambitious folks who dream big but are sometimes frustrated by the "rules of the game". Whether you're looking to get into one of the industries I've worked in, or hoping to make a switch into an industry you have no prior knowledge about - I am here to help! Current / past roles: - Senior product manager at legal tech AI startup - Founding product manager & employee #3 at fintech AI startup - IPO banker for leading entertainment & edtech companies at Morgan Stanley - Strategic advisor for the President of Christie’s - Content monetization strategist for Boston Ballet’s CEO What I can help you with: (1) If you're a PROFESSIONAL: - Strategize your career development roadmap - Manage career transitions - Interview prep (investment banking + product interviews) - Offer / salary negotiation (2) If you are a PROSPECTIVE STUDENT (college OR MBA): - Design and advise on your application roadmap - Admissions essays - Admissions interview prep

Investment Banking
College & University
Business Plan
Mock Interview
Interview Preparation
Career Coaching
Negotiation Coaching
Product Management
$35 hourly
Haya S.
- 0.0/5
- (0 jobs)
I am a former banker and consultant with deep expertise in financial analysis, stakeholder management, project management, decision support analyis and Board / C-Suite / Investor presentation development. Special expertise in creating decision support analysis and materials for strategic decision making for businesses of all sizes. I have worked across a variety of functions and industries, which when complemented by recently obtaining my MBA from UCLA Anderson allows me to confidently work on any project or solve an array of problems for your organization. Working with corporate clients across sports, healthcare, tech, industrials, agriculture, and more - I can complete ad-hoc analyses, develop financial projections or modeling, execute on project management, develop vendor comparisons, carefully craft presentations for any stakeholder or Board, develop strategic planning, and more. Industry expertise in Sports.

Investment Banking
Business Operations
Microsoft Excel
CRM Software
Vendor Management
Stakeholder Management
Data Analysis
Presentations
Strategic Planning
Financial Analysis
Finance
Microsoft Project
Business Management
Management Skills
Project Management
$70 hourly
Alex C.
- 0.0/5
- (0 jobs)
Expert in Sales, Business Development, and Lead Generation I am a seasoned sales professional with a strong background in driving business growth through effective sales strategies and business development initiatives. My expertise spans appointment setting, outbound sales, lead generation, cold calling, and closing deals, with a proven ability to deliver results for businesses from startups to Fortune 500 companies. Throughout my career, I have managed all aspects of the sales process, from hiring and training to leading successful sales teams. My focus is on helping businesses achieve profitability, meet sales targets, and expand their customer base. I take pride in handling the sales and business development aspects of projects, allowing my clients to concentrate on what they do best. I am proficient in various CRM systems and program management tools, including HubSpot, Pipedrive, Salesforce, LinkedIn Sales Navigator, Asana, Slack, Apollo, and more. My expertise in LinkedIn, enhanced through a comprehensive training course in lead generation and sales, enables me to introduce new products and services to prospects using a unique and effective outreach approach. Committed to driving growth and operational excellence, I leverage my extensive experience to help clients achieve and exceed their business development goals. Let’s collaborate to make your next project a success with innovative strategies and strong leadership. Please note: I do not take on commission-based projects. ----------------------------------------------------------------------- Specialties: - International B2B Sales & Business Development Management - Concept to Commercialization - Project Management Expertise: Waterfall and Agile Methodologies - Complex Contract Negotiation - Team Development and Leadership - SaaS and PaaS Business Models - Proficiency in Consultative and Solution-Oriented B2B Sales -------------------------------------------------------------------------------- Key Achievements: - Consistently achieved over 125% of performance targets through effective account planning - Recruited sales teams generating over $600M in revenue from enterprise clients - Established strategic partnerships leading to fifteen Platinum-Level customer acquisitions - Led cross-functional teams to deliver twenty highly successful projects - Secured major clients including Cisco, Siemens, Google, Microsoft, and Amazon - Cultivated extensive cross-domain relationships to drive business outcomes - Contributed to due diligence and integration for four M&A events - Gained extensive international business experience across NA, SA, EMEA, and APAC - Optimized go-to-market strategies, business models, and sales processes for eight clients - Successfully resolved contentious IP litigation for a $50M product launch - Possesses foundational knowledge in Semiconductors, AI, Networking, and related fields

Investment Banking
Salesforce
Value vs. Complexity Framework
Team Building
Lead Generation
Enterprise Software
Project Management
International Business
Management Consulting
Team Management
Key Account Management
Go-to-Market Strategy
Business Development
Business Planning & Strategy
Sales Development
$100 hourly
Rich H.
- 0.0/5
- (0 jobs)
Former investment banker and management consultant helping startups and founders craft investor-ready pitch decks, financial models, and capital strategies. I translate complex ideas into clear, compelling narratives that resonate with investors and drive results. Whether you're raising capital, refining your business model, or preparing for growth, I deliver strategic clarity and financial precision to set you apart.

Investment Banking
Fundraising
Startup Consulting
Analytical Presentation
Entrepreneurship
Mergers & Acquisitions
Management Consulting
Due Diligence
Investment Research
Corporate Finance
Financial Modeling
Pitch Deck
Financial Analysis
Business Plan
$75 hourly
Alice K.
- 0.0/5
- (0 jobs)
I'm a former financial professional with multiple years of experience in investment banking, private equity and venture / growth capital. In my most recent role, I was an investor at a consumer growth fund where I worked closely with founders and entrepreneurs in the CPG space, with a focus on better-for-you food & beverage and personal care. If you're an early entrepreneur, founder or brand looking for help managing your finances, analyzing business metrics, refining strategy, or getting ready for fundraising, I'm happy to help! - Business / financial management (financial statements, financial / data analysis, financial modeling, operations) - Fundraising support (formation of investor materials / financial projections, investor outreach, fundraising strategy) - General business consulting (can offer perspectives as an ex-consumer investor)

Investment Banking
Startup Consulting
Investment Strategy
Fundraising
Retail & Consumer Goods
Financial Analysis & Valuation
Analytical Presentation
PowerPoint Presentation
Private Equity
Venture Capital
Strategy
Data Analysis
Microsoft Excel
Financial Modeling
Financial Analysis
$16 hourly
Aidan C.
- 5.0/5
- (1 job)
Business Economics student at UCLA pursuing investment banking. I would love to connect and feel free to reach out to my email at aidanchoi10@g.ucla.edu

Investment Banking
Financial Analysis
Finance & Accounting
Due Diligence
$75 hourly
Michael D.
- 0.0/5
- (0 jobs)
I’m a senior analyst at an investment bank with experience building complex financial models and preparing high-quality materials for board meetings, investor presentations, and M&A discussions. Whether you need a financial model for planning, an analysis of an acquisition’s financial impact, or materials for investor meetings, I can help. - Advanced Excel and PowerPoint skills - Extensive modeling experience (both buy-side and sell-side) - Currently a full-time employee, so availability is limited to a set number of hours a week.

Investment Banking
Mergers & Acquisitions
Pitch Deck
Investment Research
Private Equity
Financial Modeling
Financial Analysis & Valuation
$500 hourly
Diego O.
- 0.0/5
- (0 jobs)
Exploring this platform. Feel free to reach out in case you need any help with fundraising for your startup.

Investment Banking
Due Diligence
Venture Capital
Fundraising
$20 hourly
MUHAMMAD TEHAMI M.
- 5.0/5
- (2 jobs)
I have six years of demonstrated history of working in the information technology and online marketing services industry. Skilled in LinkedIn Lead Generation, Emails Sourcing, Candidate Sourcing, Talent Sourcing, Cold Calling, Cold Emailing, Email Marketing, Demand Generation, Search Engine Optimization(SEO) On-Page and Off-Page, WordPress, Guest Posting , backlinks, do follow. administrative support, Financial Analysis, Business Correspondence and virtual assistance. Proficiency in MS Office in general and MS EXCEL in particular. Further any type of web search and trouble shooting in computer .

Investment Banking
Commercial Lending
Operations Analytics
Problem Resolution
Business Analysis
Business Correspondence
The Trade Desk
Accounting Principles & Practices
Microsoft Excel
$12 hourly
B B.
- 0.0/5
- (0 jobs)
Investing, Data, Research, Non-Profit, Marketing, Finance, Deal Making, Communication, Banking, Travel

Investment Banking
Data Entry
Investment Research
Asset Management
Finance
$10 hourly
Niraj D.
- 0.0/5
- (0 jobs)
I'm a current college sophomore who is an incoming analyst at an investment bank for the summer of 2026. I come from a traditional non target school in Southern California, and understand the struggles of getting into the industry. I am aiming to help students network, prepare for technicals/behaviorals, and land an offer for the summer of 2027. I know this process is daunting, and that is why I'm here to help. In my services I offer: - Bi-Weekly zoom meetings - Slides to nail down technicals - Resume advice/reformatting - Behavioral/Technical Mock interviews - A list of networking contacts (Particularly useful for West Coast Banks)

Investment Banking
Business Coaching
Career Coaching
Coaching
$112 hourly
Mark C.
- 0.0/5
- (0 jobs)
Mark is a strategic, adaptable and transformational leader with extensive international & domestic leadership, marketing, innovation, finance and M&A experience; in both developed & emerging markets; as well as both corporate and local operating P&L responsible roles. Mark has a consistent track record of strong business and people results. Mark has delivered results in all environments, both maintaining momentum on successful businesses and turning around struggling or unprofitable businesses. Mark has led some of the most famous brands in the world in his time at P&G, Kraft Foods, Warner and JDE. Mark was the global marketing director of CNN, for 5 years. In the second half of his career Mark served in Managing Director, CMO, COO, CFO and CEO roles. Mark also has a proven pedigree of success in cannabis since 2015; both helping build brands, such as Bloom Farms and Otto, as well as raising capital for clients as diverse as MedMen, Statehouse and Grupo Flor.

Investment Banking
Investment Strategy
Investment Preparation
Finance
Capital Networks Audience
Crowdfunding Marketing
Management Consulting
Venture Capital Consulting
Capital Markets
$95 hourly
Edward W.
- 0.0/5
- (0 jobs)
I’m a financial modeling specialist with 10+ years of experience in investment banking, private equity, and hedge funds. Whether you need a simple budget forecast or a dynamic, easy-to-update LBO model with multiple scenarios, I’ve got you covered. I’ll also help translate the model’s outputs into practical guidance—like pinpointing your runway and burn rate, forecasting hiring needs, or refining your pricing approach—so you can make confident, data-driven decisions to grow your business. • Skills: Advanced Excel/Google Sheets, Valuation (DCF/LBO/M&A modeling), Scenario Modeling, Data Visualization, Budgeting & Forecasting, KPI Dashboards, Cohort Analyses, Executive Summaries & Presentations • Approach: Clear, user-friendly models and full project support from start to finish

Investment Banking
Google Sheets
Microsoft Excel
Seasonal Pattern
KPI Metric Development
Private Equity
Python
Equity Research
PowerPoint Presentation
Due Diligence
Data Visualization
Scenario Planning
Forecasting
Valuation
Financial Modeling
$30 hourly
Radhika S.
- 5.0/5
- (1 job)
SUMMARY Have more than 5֡ years of experience in benchmarking analysis, financial modelling, revenue analysis, competitive intelligence and market research analysis of the investment banking industry. Skilled in coordinating multiple stakeholders to achieve project and report deliveries.

Investment Banking
Microsoft Excel
Financial Report
Competitive Intelligence
Facebook Marketplace
Research Methods
Benchmarking
Client Management
Account Management
Company Research
Management Skills
Competitive Analysis
Market Research
Data Analysis
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