Hire the Best Investment Bankers
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Maxwell A.

London, United Kingdom

$80/hr
5.0
5 jobs

You know your business makes sense but the numbers aren't adding up the way they should, and that's where I step in. I spent 10 years in London investment banking (Investec Bank, Macquarie Bank) building financial models and forecasts to institutional standards. And over the past 5 years, I've brought that knowledge to founders. I've built the financial models behind investment raises and sat in the VC meetings where they get scrutinised. I've helped brands scale distribution across multiple countries and advised ecommerce founders on how to grow profitably. What I help with: - Financial models and forecasts built to investor-grade standards - Cash flow visibility, runway planning, and profitability analysis - Fundraising support: models, pitch materials, and investor prep - Budgets, board packs, and ongoing FP&A - Strategic finance: pricing, margins, and where to invest next Tell me what you're working on, and I'll scope it within 24 hours.

  • Investment Banking
  • Finance
  • Accounting
  • Financial Analysis & Valuation
  • Forecasting
  • Analytics
  • Strategic Plan
  • Marketing Analytics
  • Investment Preparation
Asli C.

London, United Kingdom

$85/hr
5.0
2 jobs

I help businesses turn messy financials and scattered business data into clear investor stories, institutional-grade financial models, investor-ready fundraising stories and confident strategic decisions. I am an experienced private equity professional who has worked on 20+ M&A and equity transactions, building financial models, preparing fundraising materials, and conducting due diligence to support sound investment decisions. Having worked from the investor side, I understand what investors look for, question, and expect during fundraising processes. I help founders, management teams, and business owners communicate their vision clearly and credibly through numbers, and slides. Today I work with founders, investors and management teams who need clear, investor-grade financial analysis to support capital raising and strategic decisions. Typical projects I support include: • Investor-ready financial models for VC fundraising (3-statement models, forecasts, scenario analysis) • Fundraising preparation and support (financials, investor materials, data rooms, investor reach-out) • Valuation analysis (DCF, comparables, transaction multiples) • Investment analysis and due diligence • Strategic financial analysis and transaction support • End-to-end transaction execution If you are preparing for fundraising, evaluating an investment opportunity, making an important financial or strategic decision, or need a robust financial model, I would be happy to discuss your project.

  • Financial Model
  • Pitch Deck
  • Venture Capital Consulting
  • Fundraising
  • Financial Analysis
  • Due Diligence
  • Corporate Finance
  • Private Equity
  • Financial Analysis & Valuation
  • Market Research
  • Management Consulting
  • Startup Consulting
  • Cash Flow Analysis
Juri R.

London, United Kingdom

$145/hr
5.0
76 jobs

✅ Why Work with Juri von Randow • Proven Expertise: The only options trading authority on Upwork with a verified 65% return in 2024. • Secrets Unlocked: I share proven strategies, tools, sources, and guide you to manage risk, avoid pitfalls, and build a winning routine. ✅ What I Bring to the Table 1. Stock Options Expertise: I teach advanced strategies to optimize risk, return, and leverage. 2. Quantitative Insights: I uncover actionable opportunities through data-driven analysis. 3. Financial Storytelling: I craft award-winning investment research with unique stock options insights. 4. Tailored Solutions: I create custom strategies for traders, investors, and funds, including automation. ✅ About Me • Proven Investor: Built a strong track record managing a high-performing options investment firm. • Financial Innovator: Designed tools and leveraged products for institutional clients. • Experienced Educator: Teaching mastery of stock options trading with focus on risk & capital efficiency. • Entrepreneurial Achiever: Built and exited successful ventures in fashion, hospitality, and services. • Global Investment Banker: Gained deep expertise in M&A and ECM in London and on Wall Street.

  • Investment Banking
  • Equity Research & Analysis
  • Capital Markets
  • Investment Strategy
  • Mergers & Acquisitions
  • Stock Option Agreement
  • Derivatives Trading
  • Technical Analysis
  • TradeStation
  • Financial Analysis & Valuation
  • Financial Writing
  • Data Analysis
  • Content Creation
  • Investment Portfolio Review
Carlo P.

London, United Kingdom

$225/hr
5.0
94 jobs

I help founders, leadership teams, and PE-backed operators turn complex strategic, financial, and operational challenges into clear decisions — and the execution cadence to deliver them. I bring 25+ years of senior consulting and investment banking experience, augmented by AI-powered analysis that delivers faster, richer, and more rigorous outputs than traditional consulting alone. $1.3M+ billed on Upwork | 7,500+ hours | 85+ engagements | 100% Job Success | Expert-Vetted | ex-Bain | Wharton MBA Where I add value: - AI strategy & go-to-market: helping AI companies and financial services players define where AI creates competitive advantage, design GTM strategies, and build the operating model to deliver — with sector depth across banking, insurance, wealth management, and fintech - Strategy & transformation: operating model design, performance improvement, cost-out programs, turnaround execution — with KPI dashboards, OKRs, and exec reporting cadence - Fractional CFO: board-ready packs, scenario planning, budgeting and forecasting, decision support — AI-augmented financial modelling and scenario analysis - Due diligence (PE/VC/M&A): commercial and financial diligence, management interviews, synergy planning, red-flag identification — accelerated by AI-powered research and multi-source synthesis - Financial modelling: 3-statement models, DCF, scenario analysis, investor materials Proof: Led cross-border M&A at Lehman Brothers. Served as de-facto CFO for a mid-market manufacturer — returned the business to positive EBITDA in 11 months (2 plant closures, 20% overhead reduction). Delivered GTM strategy for a leading agentic AI company entering financial services across GCC and European markets. Delivered due diligence across targets from EV OEMs to European price-comparison platforms. I work best with: - AI companies entering financial services or scaling GTM in regulated markets - Founders preparing for fundraising, pivot, or exit - Scale-ups and mid-market operators needing senior finance and transformation leadership without a full-time hire - PE/VC teams conducting diligence or driving portfolio value creation How I work: I integrate multi-model AI stack across every engagement (including Claude, Gemini, Perplexity, and ChatGPT) combining outputs for richer analysis, faster synthesis, and more rigorous deliverables than traditional consulting alone. Board-grade output from day one. Sample of recent engagements: - Defined the GTM strategy and financial services entry roadmap for a leading European agentic AI platform, identifying priority use cases across banking, insurance, and wealth management - Designed the target operating model for the Finance function of a Fintech (card issuing and payments infrastructure) — addressing process gaps, controls, and the KPI framework needed to scale - Delivered commercial due diligence and financial modelling for PE funds - Scoped a full ERP migration for a Healthcare company, covering systems integration and a phased transition from legacy accounting system. Expert in NetSuite, QuickBooks, Xero and Sage Fluent: English, Italian, Spanish | Conversational: Portuguese, French If you need more than a model — you need a decision and a plan — let's talk.

  • Investment Banking
  • Mergers & Acquisitions
  • Business Transformation
  • Due Diligence
  • Financial Modeling
  • Private Equity
  • Corporate Strategy
  • Management Consulting
  • Financial Planning
  • Financial Analysis & Valuation
  • Performance Management
  • Process Design
  • Business Plan
  • KPI Metric Development
  • Business Presentation
Alex A.

London, United Kingdom

$30/hr
5.0
7 jobs

🚀 Tech Project Manager & QA Tester passionate about delivering high-quality digital solutions. I streamline workflows, enhance team collaboration, and ensure every project runs smoothly and every product performs flawlessly — from concept to launch. 💻✨ Qualifications: PSM1, Asana Workflow Specialist and Project Management 🔹 Project Management Expertise: I specialise in overseeing end-to-end technology projects, ensuring they are delivered on time, within scope, and on budget. I excel in Agile and Waterfall methodologies, risk & stakeholder management, and team coordination to drive success. 🔹 Manual Testing & QA: As a meticulous manual tester, I conduct functional, regression, usability, and exploratory testing, identifying critical bugs before deployment. My keen attention to detail helps enhance product reliability and user satisfaction. ✅ Why Choose Me? ✔ Clear and effective communication ✔ Strong analytical and problem-solving skills ✔ Dedicated to quality and efficiency ✔ Experience with various industries and technologies Let’s collaborate to optimise your project workflow and enhance software quality. Feel free to message me to discuss your requirements!

  • Project Management
  • Scrum
  • Agile Project Management
  • Management Skills
  • Change Management
  • Project Planning
  • Testing
  • QA Testing
  • Manual Testing
  • Information Technology Strategy
  • IT Consultation
  • IT Project Management
  • Product Backlog
  • Agile Software Development
  • Jira
Adeel S.

Hounslow Central, United Kingdom

$100/hr
5.0
37 jobs

I help startups, growing businesses, established companies, founders, and investors raise capital, strengthen financial performance, and make complex financial decisions with confidence. As an FCA and FMVA qualified CFO and Investment Banker with more than 20 years of experience across PwC, KPMG, investment banking, corporate finance, and strategic advisory, I support engagements involving Fundraising, Financial Modeling, Business Valuation, Investor Readiness, FP&A, M&A, Due Diligence, and Strategic Finance. I work with businesses that need more than routine accounting or historical reporting. My role is to turn financial information into credible forecasts, stronger investment cases, clearer strategic priorities, and practical decisions that support growth, profitability, and long term value creation. For startups and growing businesses, I help build the financial foundation required for fundraising and scale. This includes integrated financial models, three statement forecasts, startup valuations, funding plans, pitch decks, investor presentations, investment memorandums, unit economics, cash runway analysis, and investor readiness support. For established companies, I provide CFO level support across FP&A, budgeting, management reporting, cash flow, profitability, working capital, governance, board reporting, and strategic planning. I also support companies evaluating acquisitions, preparing for due diligence, raising capital, entering new markets, or planning an exit. Areas of Expertise Fractional CFO and Virtual CFO Services Fundraising and Capital Raising Advisory Financial Modeling and Forecasting Startup and Business Valuation Pitch Decks and Investor Presentations Investor Readiness and Investment Memorandums FP&A, Budgeting, and Variance Analysis M&A Analysis and Transaction Advisory Due Diligence and Deal Support Cash Flow and Working Capital Management Board, Investor, and Lender Reporting IPO, Acquisition, and Exit Readiness My investment banking and transaction experience allows me to assess a business from both management and investor perspectives. I understand how investors, lenders, buyers, and boards evaluate financial performance, growth assumptions, valuation, risk, funding requirements, and return potential. My background includes senior finance and investment management roles with Riyad Capital and SNB Capital, alongside Big Four experience with PwC and KPMG. I have worked across investment operations, fund administration, financial reporting, treasury, governance, M&A, project finance, valuation, and transaction readiness. Clients work with me when they need financial analysis that is commercially practical, technically credible, and suitable for presentation to investors, lenders, boards, buyers, or other stakeholders. If you are preparing to raise capital, build an investor ready financial model, assess your company’s valuation, improve financial visibility, or evaluate a strategic transaction, please share a brief overview of your business and the outcome you are working toward. I will review your requirements and suggest the most appropriate scope and next steps.

  • Investment Banking
  • Company Valuation
  • Bookkeeping
  • Balance Sheet
  • Financial Accounting
  • Financial Model
  • Financial Analysis & Valuation
  • Business Valuation
  • Fundraising
  • Pitch Deck
  • Venture Capital Consulting
  • Startup Consulting
  • Business Strategy
  • Project Finance
  • Budgeting & Forecasting Software
  • Financial Reporting
  • Due Diligence
  • Private Equity
  • Accounting
  • Investment Preparation

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