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Hire the best Investment Preparation Freelancers in Texas

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  • $40 hourly
    • 4.8/5
    • (48 jobs)
    I am committed to providing tailored consulting services that address the unique challenges and goals of small and medium-sized businesses. My mission is to deliver a holistic approach, offering strategic solutions designed to drive growth and sustainable success. By focusing on strategic planning, effective communication, and operational excellence, I strive to help businesses thrive in today’s competitive environment. My expertise spans a wide range of services, with a strong emphasis on developing business plans and creating impactful pitch decks. My goal is to support the growth and prosperity of your business through these specialized services. I take pride in my ability to craft comprehensive business plans and compelling pitch decks, which are indispensable tools for business expansion and securing investor interest. With over a decade of experience in business consulting, I bring a results-driven approach that consistently exceeds expectations. Whether your needs include market research, feasibility studies, profitability analysis, or capital acquisition, I am equipped to provide tailored solutions to achieve your goals. Collaborating with me means unlocking opportunities to reach your operational and strategic aspirations, positioning your business for enduring success. I invite you to connect and explore how my expertise can support your growth and transformation.
    Featured Skill Investment Preparation
    Business Management
    Management Skills
    Digital Marketing Strategy
    Investment Research
    Digital Marketing
    Website
    Bookkeeping
    Microsoft Office
    Microsoft Excel
    Instagram
    Investment Strategy
    Business Consulting
    Startup Consulting
    Finance & Accounting
  • $75 hourly
    • 5.0/5
    • (3 jobs)
    With 15 years of experience as an operator and financial strategist, I've leveraged my hands on experience overseeing diversified portfolios with holdings in real estate, technology, infrastructure, agriculture, and energy. My comprehensive international experience extends to successful investments in Northern Europe and Switzerland, with additional financial consulting engagements in the Baltics and Rwanda. In my dual role as an operator and financial director, I've implemented cross functional management systems, designed value creation strategies, and driven two successful exits. With a passion for education and working with leadership, I've built transferrable processes, models, and skillsets adopted by both early stage start up founders as well as seasoned c-suite teams.
    Featured Skill Investment Preparation
    Business Consulting
    Corporate Strategy
    Sales Presentation
    Marketing Presentation
    Business Operations
    Financial Projection
    Operational Plan
    Strategic Planning
    Due Diligence
    Executive Coaching
    Financial Analysis & Valuation
    Financial Modeling
    Business Proposal Writing
    Business Valuation
    Business Plan
  • $80 hourly
    • 5.0/5
    • (2 jobs)
    With over 30 years of experience as an electrical engineer, technology consultant, and business consultant, I bring a wealth of expertise and a proven track record in driving business success across diverse industries. Throughout my career, I have excelled in telecommunications, information technology, power generation, clean energy, water treatment, and startup management, both in the US and Latin America. My strengths lie in business planning, technology validation, product definition, revenue modeling, financial forecasting, company valuation, and investor relations. I have successfully guided numerous entrepreneurs in transforming their ideas into thriving businesses. By conducting thorough market analyses, defining value propositions, and formulating strategic revenue models, I enable businesses to secure sustainable growth and profitability. I excel in assessing capital costs, optimizing operational expenditures, and developing robust investment strategies to enhance company valuation and attract potential partners. My comprehensive background in engineering design, testing, product development, and technology deployment allows me to bridge the gap between innovative concepts and practical implementation. With a passion for helping entrepreneurs succeed, I offer tailored consulting services that encompass all aspects of business development. From business idea and product definition to market analysis, customer acquisition, financial planning, team building, and investor relations, I provide the guidance needed to build a solid foundation for growth.
    Featured Skill Investment Preparation
    Model Validation
    Business Cases
    Product Development
    Asset Management
    PV System Design
    Water Treatment Engineering
    Telecommunications Engineering
    Financial Projection
    Business Planning & Strategy
    Spanish
    Technical Project Management
    Tech & IT
    Business Consulting
    Technology Tutoring
  • $250 hourly
    • 0.0/5
    • (0 jobs)
    Experienced Comprehensive Wealth Advisor with a passion for simplifying complex financial solutions. Proven track record in guiding clients towards success. Let's navigate your financial Strengths, and Opportunities together. • Timely response • Need a one-off financial service / research project or comprehensive financial analysis I have you covered
    Featured Skill Investment Preparation
    Estate Planning
    Tax Strategy
    Insurance Consulting
    Business Analysis
    Business Strategy
    Business Development
    Business Operations
    Investment Strategy
    Investment Research
    Investment Portfolio Review
    Management Consulting
    Personal Finance & Wealth Management
    Financial Consulting
    Financial Planning
  • $75 hourly
    • 0.0/5
    • (0 jobs)
    Curious and passionate learner. Interested in engaging with brands, collections, archives, personal experiences and their data to create meaninful work that promotes and upholds company values, missions, and culture while prioritzing client and customer connections. Motivated to inspire new ways of thinking through art and design. I have experience with branding, visual marketing, creating archives, writing brand content from archives, archive management, social media and platform engagement, photo and video editing, registrarial duties, museum and brand curation, collection research and publishing content from collections, art, jewelry, and designer retail, leading public events. Writing and editing. Amateur experience in antique dealing and appraisal. Passion photographer and multi-media artmaker.
    Featured Skill Investment Preparation
    Archiving
    Research & Development
    Social Media Design
    Logo Design
    AI Content Creation
    AI Implementation
    Data Annotation
    Copywriting
    Graphic Design
    Campaign Management
    Marketing Strategy
    Branding
    Adobe Illustrator
    Adobe Creative Suite
  • $45 hourly
    • 0.0/5
    • (0 jobs)
    I am a passionate investor that has developed a sustainable and effective approach to investing my own money in the stock market. I am eager to share my ideas with you at a fair price. Ideas are everywhere, but I want to provide you great ideas that will passively make you money for years to come. Let us partner together!
    Featured Skill Investment Preparation
    Financial Modeling
    Financial Planning
    Corporate Strategy
    Corporate Governance
    Psychology
    Corporate Law
    Corporate Finance
    Behavioral Finance
    Financial Analysis
    Finance & Accounting
    Finance
    Investment Portfolio Review
    Investment Strategy
    Investment Research
  • $30 hourly
    • 0.0/5
    • (0 jobs)
    I've been an analyst and trader with over 10 years experience working with large asset managers with over a trillion dollars in AUM. My role was to ensure accurate research and valuation of securities, derivatives, exchange rates and other financial instruments. I also have experience in middle market CLOs reading through indentures and ensuring deals are accurate ensuring client investors are getting paid accordingly. I've honed my analytical skills and learned to read and create data heavy excel spreadsheets and enhanced procedures to reduce workload.
    Featured Skill Investment Preparation
    Financial Analysis & Valuation
    Financial Analysis
    Stock Market
    Investment Portfolio Review
    Inventory Management
    Portfolio Management
    Investment Research
    Microsoft Excel
    Data Management
    Bloomberg Terminal
    Fund Accounting
    Data Entry
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