Hire the Best Investment Managers

- Strong working knowledge and expertise in financial modelling (3-statement model, sensitivity & scenario analysis, LBO & M&A models, IRR, DCF and relative valuation, quarterly/cumulative YTD forecasts and FS) given my 10 years of experience in equity research (7 in sell-side, 3 in buy-side), along with exposure to investment banking and private equity deals (LBO, IPO). - Expert in company and industry analysis, given my exposure in covering sectors such as banks, property, consumer retail, Telecom, tech, energy, and industrials. - Proven skill and outputs in investment report writing (coverage initiation, on-going quarterly updates, trade ideas) and PowerPoint construction. - Accounting degree with a CPA license and also passed the Level 2 CFA examinations.

I deliver advanced, investor-grade financial models and valuations with investment banking rigor and audit-ready standards. My background includes 5+ years in Investment Banking at BR Partners (NASDAQ: BRBI) and 3+ years running advisory operations focused on modeling, valuation, and investor materials. I have delivered 100+ fully linked models to 50+ clients across SaaS, education, energy, consumer, logistics, and infrastructure in Brazil, the US, Europe, and the Cayman Islands. My work has been validated by a Big Four firm on a complex international education model, which received a clean bill of health during the client’s due diligence. Clients rely on my clarity, precision, and disciplined execution for high-stakes financial decisions. 1. Professional Background a. 5+ years in Investment Banking at BRBI11 leading multi-phase M&A processes, valuations, capital structure analyses, and restructuring mandates. b. 3+ years operating advisory ventures delivering models, valuations, and investor materials for founders, investors, and companies. c. 100+ financial models delivered and upgraded across SaaS, education, energy, consumer, logistics, infrastructure, and project-based industries. d. 50+ clients supported across Brazil, the US, the UK, Canada, Switzerland, Cyprus, Mexico, and the Cayman Islands. 2. Core Expertise a. Financial modeling: three-statement models, DCF, FCFF and FCFE valuation, LBO structures, KPI architectures, sensitivities, dashboards, consolidation logic, and long-term projections. b. Valuation: trading comps, precedent transactions, LBO cross-checks, hybrid valuation frameworks, and multi-layered DCFs aligned with investor expectations. c. Investor deliverables: audit-ready valuation outputs, fundraising models, financial projections, scenario analyses, and investment memos. d. Model QA and enhancements: structural audits, logic cleaning, refactoring, consolidation adjustments, stress testing, and performance improvements. 3. Approach and Methodology a. Structured and transparent workflows ensuring alignment from kickoff to delivery. b. Versioned outputs with clear assumptions, sensitivities, logic mapping, and executive summaries. c. Timelines calibrated to project complexity, from rapid-turnaround builds to multi-phase engagements. d. Rigor consistent with investment banking and due-diligence expectations. 4. Representative Work a. Education financial model fully validated by a Big Four firm with a clean bill of health. b. Valuation and Series A readiness modeling for a US-based consumer brand. c. Cross-border modeling mandates across Brazil, the US, and Europe for high-growth startups and established operators. 5. What You Can Expect a. Clarity, precision, and decision-ready deliverables. b. Work able to withstand investor, board, and audit scrutiny. c. Direct communication, disciplined execution, and full accountability. Client Review “Gabriel produced a very high quality project on what was a very complex body of work involving the full, detailed business case for a major International Independent School. We had the model that Gabriel created verified by one of the Big Four, as required in our own due diligence process, and it received a clean bill of health.” Andrew V.

💥 I help investment firms raise capital by building the infrastructure behind their fundraising. Many sponsors have strong deals but struggle to communicate their strategy to investors. ➡️ The result? Confusing pitch decks, unclear investment narratives, scattered investor materials → capital raise cycles that move slower than they should. That’s where I come in. 🏦 I’ve spent my career working inside private real estate investment and alternative investment platforms, helping structure capital raises, investor communications, and fund strategy. I have extensive experience not only building investment presentations but designing investor engagement strategy and operational frameworks that have led to hundreds of millions of dollars in investment capital raised from HNW/UHNWI's, RIA's, Family Offices, and Institutions. ✅ Today I help investment managers transform their capital strategy so they can raise capital with clarity and confidence. ☝️NOTE: Although I am new to the Upwork platform, my experience, as demonstrated by the body of work in my portfolio, speaks for itself. Therefore, I am willing to work with new clients, particularly on price, in order to build my Upwork-related work history, clientele, referrals, and ratings. If you are intrigued by my profile, but hesitant to engage due to lack of the aforementioned metrics, let's have a conversation so I can earn your business. ✨What I Help Clients With: Many clients come to me when something is partially built or not landing with investors. The strategy may be strong, but the operations, positioning, or investor materials are unclear. I step in to bring structure to the business, clarify the investment narrative, and/or translate it into materials that are credible to experienced investors. Investor Pitch Decks • Institutional-quality investor presentations (full pitch decks, one-pagers, executive summaries, case studies) • Narrative restructuring and visual hierarchy • Investor psychology and messaging frameworks Fundraising Strategy • Capital raise positioning • Investor narrative and storytelling • Capital pipeline strategy (Top-of-Funnel research) Investor Relations Infrastructure • DDQ creation & maintenance and investor data rooms • Investor reporting infrastructure • Capital raise workflow systems (e.g. CRM build out, data room setup & maintenance, etc) • Executive communications support (scriptwriting, earnings call drafting, quarterly newsletters, webinar support) Fund Launch Support • New fund positioning & operational roadmap • RIA channel readiness • Third party support (e.g. custodian approvals, RIA onboarding) • Subscription workflow planning 🏢 Clients I Typically Work With: • Real estate investment firms • Private equity funds • Emerging fund managers • Venture and alternative asset managers • Startups preparing for investor fundraising 🤝 Engagement Types: • Investment pitch deck development and design • Fractional Investor Relations / COO / Capital Advisory • Operational infrastructure and workflows • Portfolio strategy and positioning • Fund launch planning and execution • Investor onboarding and reporting processes • CRM and investor communication systems • Internal reporting frameworks & templates • Cross-functional coordination between C-Suite, Senior Leadership, and functional teams • Capital strategy and fundraising support I operate at the intersection of investment strategy, operational execution, and capital formation which allows me to translate complex frameworks into processes, systems, and materials that build momentum and credibility with sophisticated audiences. I'd love the opportunity to earn your trust and your business!

Hello! I am a CFA Charterholder and highly experienced former investment banker with 14 years of track record in finance, specializing in financial modeling, financial management, project finance and debt capital markets. Throughout my career, I have advised C-suite executives on key issues, including debt/equity fundraising, mergers & acquisitions, deal structuring and loan underwriting, financial management and investor relationship, etc. My primary sector expertise includes Retail, Real Estate, Renewable Energy, SaaS, and Manufacturing. Prior to consulting on Upwork, I served as a VP at a top investment bank in my country and as an Associate Banker covering renewable energy project finance loans at the European Bank for Reconstruction and Development (EBRD). I started my career as a financial auditor at KPMG. Detailed breakdown of my services: ➡️ CFO Services: FP&A (budgeting, KPI dashboards, unit economics); Cash Flow Optimization (liquidity forecasting, burn rate management), and Financial Strategy (growth plans, capital allocation, and scenario testing). ➡️ Real Estate: Financial models for the acquisition, development, and construction of multifamily, commercial, and mixed-use projects. These models support both equity investment decisions and debt underwriting. ➡️ Project Finance: Complex modeling for the construction, financing, and operation of renewable energy projects (Solar, Wind, BESS, and Hydro). Models include multiple operating and financing scenarios to support fundraising. ➡️ Company Valuation: Accurate estimation of enterprise and equity values using various methods, including Discounted Cash Flow (DCF), publicly traded comparables, and precedent transactions. ➡️ Private Equity: Leveraged Buyout (LBO) models used by PE firms to evaluate acquisitions, or by sell-side management teams to estimate the maximum price a PE firm would be willing to pay. ➡️ M&A Analysis: Modeling for M&A transaction evaluation. This includes consolidating financial statements, analyzing capital structure scenarios, and performing accretion/dilution analysis. You can find examples of my work in the portfolio section below.

Hello! I am a financial analyst with experience in financial modeling, valuation, business planning, and investment analysis across several sectors, including real estate, energy, technology, healthcare, mobility, banking, and startups. My work focuses on developing financial models that support investment decisions, fundraising processes, business planning, and strategic analysis. I have worked on projects involving company valuation, financial projections, scenario analysis, market research, investor presentations, and M&A-related materials. My background combines experience in finance project management, investment banking support, equity research, and freelance financial advisory. I can support clients with: - Financial modeling and forecasting - Business plans and financial projections - Company valuation, including DCF and comparable analysis - M&A and investment analysis - Fundraising materials and investor decks - Market research and benchmarking - Budgeting, reporting, and variance analysis I hold an MSc in Finance & Investment Banking from Grenoble Ecole de Management and the Financial Modeling & Valuation Analyst certification from the Corporate Finance Institute. I have also completed CFA Level I. I work in English, French, and Arabic, and have collaborated with clients and teams across Europe, the Middle East, and North America. If you're in need of financial analysis, modeling, or valuation services, I'm here to help!

Investment consultant with 20+ years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *Founder and CIO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: Confidence Wealth Management * Chief Investment Officer (CIO) Lead monthly Investment Committee meetings, reporting on performance of funds and portfolios, as well as highlighting key economic data and market moving news. Provide high-level market commentary for clients, and more in-depth commentary for advisors. Created and managed a suite of in-house model portfolios, plus perform due diligence of mutual funds and ETFs. BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.