Hire the best Investment Researchers in New York

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$115 hourly
Ashley C.
- 4.9/5
- (21 jobs)
Finance professional with expertise in commercial real estate investment, private equity, and structured finance. I specialize in building financial models for ground-up developments and acquisitions across various asset classes, including office, multifamily, residential, hospitality, and industrial. My work extends beyond modeling to investment strategy, due diligence, and capital structuring, evaluating opportunities from both an equity and debt perspective. I have advised institutional investors, private equity firms, and developers on deal underwriting, portfolio management, and financing strategies to maximize returns and mitigate risk.

Investment Research
Startup Pitchbook
Pro Forma Statement
Microsoft Excel
Forecasting
Startup Consulting
Financial Modeling
Finance
Real Estate Acquisition
Financial Analysis & Valuation
Real Estate Financial Modeling
Analytical Presentation
Management Consulting
Financial Analysis
Strategy
$200 hourly
Michael G.
- 5.0/5
- (282 jobs)
Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business

Investment Research
Financial Analysis
Private Equity
Corporate Strategy
Venture Capital Consulting
Corporate Finance
Valuation
Business Valuation
Financial Prospectus Writing
Financial Modeling
$30 hourly
Jose P.
- 5.0/5
- (17 jobs)
With three years of experience as a business analyst, I have developed a comprehensive understanding of the key components required to run a successful business. I have provided strategic guidance to over 10 real estate companies and worked with both small businesses and large organizations. Throughout my career, I have led teams across diverse areas, including operations, customer service, technology, training, and other critical functions. This diverse experience enables me to approach consulting with a well-rounded perspective, allowing me to tailor solutions that align with each client's unique business needs.

Investment Research
Product Development
Business Cases
Business
Financial Planning
Investment Banking
Financial Reporting
Project Management
Contract Negotiation
Management Skills
Microsoft Project
Microsoft Office
$75 hourly
Chikodi E.
- 4.7/5
- (75 jobs)
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!

Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Financial Modeling
Company Valuation
Financial Statement
Mergers & Acquisitions
Investment Banking
Financial Analysis
Financial Accounting
Financial Report
Financial Projection
$250 hourly
Teresa S.
- 5.0/5
- (7 jobs)
My ten years in business combine extensive experience in financial due diligence and forensic auditing for M&A activity, on both buy and sell side transactions, with deal execution, expert loan packaging & underwriting, and advisory on best financial tactics for maximizing cashflow which all together improves business profitability. I act as a full service fractional CFO for small to medium businesses and startups Everyone has a different goal, a different growth pace, and different approach. As such, active listening skills help me collect initial data, which complemented by my professional experience help me create the next level of understanding on any given project and further drive value for key stakeholders. My team rounds out this skill set by performing a range of services from tax andvisory and planning to bookkeeping, financial modeling / forecasting for startups, business valuation, SBA loan prep, etc. We often assist with capital raises, term sheet review, deal supervision, and acquisition execution. Check out my Agency Vantage Financial

Investment Research
Company Valuation
Investment Banking
Loan Approval
Finance & Accounting
Due Diligence
Private Equity
Capital Markets
Mergers & Acquisitions
Business Valuation
Startup Consulting
Business Development
$85 hourly
Henry L.
- 4.9/5
- (5 jobs)
Experienced in Paralegal positions with top law firms in the industry regarding venture capital, corporate law, start-ups/tech, incorporation and equity, currently at Senior level: - Cooley LLP - Gunderson Dettmer - Ropes & Gray LLP Aspiring attorney, avid and knowledgeable investor, crypto market researcher, routine doc review skillset, proof reading and editing. Creative director, visionary and founder of a University Asian Americans and Pacific Islanders (AAPI) Creative Art Association. Won typing contests and always open to learning new skills while preparing for law school.

Investment Research
Keyboarding
Editing & Proofreading
General Transcription
Corporate Law
Creative Direction
Typing
Document Review
Mergers & Acquisitions
Cryptocurrency
Intellectual Property Law
Investment Strategy
Legal
Politics
$125 hourly
Jae A.
- 5.0/5
- (15 jobs)
Hello, I am a current private equity investor with ~10 years of experience in the financial services industry. During my downtime, I am interested in working on a couple of projects. I have had experience in large cap M&A deals, sponsor transactions, equity market transactions, and debt market transactions. Some notable clients I have worked with are Pier 1, Ligado Networks's 1st lien creditors, Krispy Kreme, and Crocs. I am happy to provide more detail on transactions if interested. I am a previous co-founder of a consumer SaaS company as well that has interviewed with Y Combinator. I am primarily interested in strategic finance, business development, presentation creation, financial modeling, or other forms of deal work but am open to other software type roles as well. Let me know how I can help you! * I will regularly update you on your project and indicate key milestones * I am clear with communication and verbalizing exactly how I finish your projects from start to finish * I am also not someone who will only half-finish a project - I will always finish a project to completion

Investment Research
JavaScript
College & University
Modeling
Financial Modeling
Presentations
Business Presentation
Writing
Strategic Planning
Investment Banking
Corporate Finance
Resume Screening
Resume Writing
Financial Planning
Venture Capital Consulting
$150 hourly
Paul H.
- 5.0/5
- (17 jobs)
Experienced and published global economist with a demonstrated history of working in investment management and management consulting in New York and Hong Kong.

Investment Research
Career Coaching
Fact-Checking
Proofreading
Brand Consulting
Editing & Proofreading
Microeconomics
Economics
Economic Analysis
Content Editing
Resume
Investment Strategy
Politics
Marketing
Graph
$75 hourly
Michael W.
- 5.0/5
- (33 jobs)
Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com

Investment Research
Private Equity
Market Research
Equity Research & Analysis
Startup Consulting
Venture Capital
Google Workspace
Analytical Presentation
Financial Modeling
Investment Strategy
Financial Projection
Microsoft Office
Business Plan
Finance & Accounting
Mergers & Acquisitions
$50 hourly
Joe C.
- 5.0/5
- (11 jobs)
As a financial planner with over a decade of experience, I have a strong track record of helping clients achieve their financial goals. My skills in financial planning, combined with my passion for research and writing, make me well-equipped to translate complex financial concepts into clear, easy-to-understand language. After selling my planning practice, I am currently seeking freelance content writing opportunities to earn additional income. With a focus on detail, organization, and accuracy, I am dedicated to delivering high-quality work that meets the needs of my clients. I am highly knowledgable in SEO both on page and off-page. And have become well versed in understanding and influencing the monetization of online businesses - particularly content/affiliate websites.

Investment Research
SEO Content
English
Blog Content
Content Writing
Financial Writing
Blog Writing
Financial Planning
Writing
Research & Strategy
Financial Consulting
Analytical Presentation
Financial Analysis
Business Analysis
Professional Tone
$50 hourly
Alexander D.
- 5.0/5
- (1 job)
Current Equity Research Analyst covering Softlines with 8 years of experience in financial services and a CFA charterholder. In depth knowledge of both fundamental equity analysis and the ETF investing industry.

Investment Research
Microsoft Excel
PPTX
Economics
Capital Markets
Visual Basic for Applications
Financial Modeling
$50 hourly
Patrick A.
- 5.0/5
- (11 jobs)
Thanks to my extensive experience on Wall Street and deep knowledge of the financial world, I've taken the initiative to launch and expand my own highly successful financial firm. Our impressive track record of rapid growth speaks for itself, and we're proud to have helped countless small and established businesses achieve their full potential. Our secret to success? A team of hard-working, intelligent professionals who are dedicated to taking your business to the next level. With hundreds of satisfied clients under our belt, we've got the formula for success down pat. Don't settle for mediocrity - trust the experts at our firm to help you achieve your goals and reach new heights of success. Contact us today to learn more about our services and how we can help your business thrive

Investment Research
Tax Refund Submission
Bookkeeping
Operations Management Software
Business
Business Development
Light Bookkeeping
Wave Accounting
Accounting Basics
Financial Modeling
Account Management
Finance & Accounting
QuickBooks Online
Financial Consulting
Intuit QuickBooks
$50 hourly
Robert G.
- 5.0/5
- (1 job)
I am a contractor with experience working for companies ranging from seed stage to large corporations. I have studied and worked at the intersection of advanced technology and business strategy. I enjoy researching and writing about complex industries, companies, and processes to gain insight into the future of the given category. I use quantitative and qualitative methods to translate complex topics into actionable content used to inform and direct strategic decisions and investment.

Investment Research
Economics
QlikView
Microsoft Excel
Company Research
Prompt Engineering
Pro Forma Statement
Niche Research
SQL
System Automation
Twilio
Business Process Model & Notation
Research & Strategy
Tableau
R
$125 hourly
Paul Q.
- 5.0/5
- (7 jobs)
Expert verified (invite-only program for Upwork's top 1% talent). Stanford-trained AI developed with experience from top companies including Palantir ($20bn+ advanced analytics company) and Addepar ($2bn financial analytics company). Broad skills across the AI stack include using technologies such as LangChain, Tensorflow, OpenAI's APIs, LlaMA-2, and fine-tuning.

Investment Research
Portfolio Management
Java
Artificial Intelligence
Fundraising
Investment Strategy
ETL
GPT-3
GPT-4
Python
Machine Learning
LLaMA
ChatGPT
$795 hourly
Xushen Z.
- 5.0/5
- (4 jobs)
Turned $820 into $442,618 in just 15 months by trading stocks*. As a former finance professor with a Ph.D. in Finance, I provide trading and asset management service. I also provide lessons for effective and profitable swing trading strategies using options . With my blend of academic rigor, a proven track record of successful trading, and dedication to client success, I look forward to contribute to your investment goals and foster a long-term professional relationship. I help you grow your portfolio with lowered risk and develop skills with shortened learning curves whether you are an institution or individual investor, a new or experienced trader, a teenager or septuagenarian. I co-developed and sold a cutting-edge AI trading bot to one of the world's largest investment funds. Created multiple award-winning software solutions, one of which was prominently featured in a college computer textbook when I was still a student. Published research findings in the area of investments in top-tier academic journals. Won second place in a 5000-player poker tournament within a mere month of learning Texas Hold'em poker. Being awarded a U.S. patent for a math-learning invention. Volunteer in classroom teaching in inner city elementary and middle schools as well as one-on-one math tutoring. I tutored one former student who raised their SAT Math score from 660 in October to 780 in December in just ten 50-minute sessions. * My results are not typical. Past performance is no guarantee of future results. In comparison, if one would invest the same amount of $820 in the S&P 500 with dividends reinvested and inflation adjusted for 70 years ending December 2022, one would have $90,243. Not bad for people with the patience and the money to put aside for a long term. However, my tradings in 15 months generated a total return of 53,878%, almost five times of that if invested in the S&P 500 for 70 years and my communities do not have to wait for 70 years to receive tax revenue from my trading.

Investment Research
Stock Price Prediction
Financial Analysis & Valuation
Financial Analysis
Behavioral Finance
Derivatives Trading
Financial Trading
Security Analysis
Portfolio Management
$115 hourly
Taylor F.
- 4.9/5
- (8 jobs)
I am an experienced investment professional with six years of work experience in Private Equity, Venture Capital, and Strategic Business Analysis. I am also a published non-fiction author. I have experience on multiple sides of investment transactions (buy-side & target acquisition company) and within operating companies. My competencies include: - Financial modeling & analyses - Valuation modeling & analyses - Investment memos - Pitch decks - Investment fund analyses - Business analyses - Cohort analyses - Market research & mapping - Thematic sourcing and target company identification & analyses - Full project management My industry experience includes: - Consumer brands - Digital media - Healthcare services & technology - E-commerce platforms - Technology - Medical devices - Aerospace & defense - Manufacturing - Tech-enabled business services - Transportation - Automotive - FinTech Selected Investment Experience: Potential acquisition of a manufacturing company (Investment Director of target company) * Wrote recommendation regarding sale process and timeline * Developed business strategy to address areas that will aid in potential sale * Constructed valuation analysis using public company comparables and precedent transactions * Determined assumptions and constructed three statement model * Identified buyers for potential transaction Potential investment of $25M into a hair care company * Constructed time- and segment-based cohort analysis using historical customer data to inform financial forecast and identify geographic, product portfolio, and sales channel growth opportunities * Determined assumptions and constructed three statement model showing IRRs in the 47-63% range Direct co-investment of $10M into a value-based healthcare services and technology company * Constructed valuation analysis using public company comparables and precedent transactions; analysis showed target was transacting at a fair price * Determined assumptions and constructed three statement model showing IRRs in the 31-39% range Potential direct co-investment of $50M into a digital media company * Composed investment theses and investment decision memorandum * Determined assumptions and constructed three statement model showing IRRs in the 29-31% range

Investment Research
Investment Banking
Pitch Deck
Venture Capital
Private Equity
Financial Presentation
Financial Analysis & Valuation
Data Analysis
Business Analysis
Financial Projection
Modeling
Company Research
Market Research
Financial Analysis
Financial Modeling
$120 hourly
Susan S.
- 5.0/5
- (3 jobs)
I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance

Investment Research
Mergers & Acquisitions
Analytical Presentation
Acquisitions
Investment Banking
Financial Analysis
$50 hourly
Jeannette S.
- 5.0/5
- (17 jobs)
I'm a 14-year finance veteran and business content writer. I transform expertise into revenue for small businesses, B2B enterprises, and financial services firms. I've served in leadership roles at Fortune 500 companies and B2B startups. My experience includes working with some of the world's largest financial institutions, where I led product strategy and digital transformation initiatives. As a result, I know what it takes to build trust and drive conversions. I've worked hands-on with dozens of startups to scale their go-to-market strategies through content, pitch decks, and sales funnels. I have an Ivy League degree in literature and a Master's in finance and corporate strategy. I use these skillsets to craft high-quality content for a business audience. --------------------------------------------------------------------------------------------- SUCCESS HIGHLIGHTS: - A fintech startup used my white paper content to help secure $2M+ in funding and expand into new enterprise markets. - A B2B SaaS firm saw a 40% increase in inbound leads after implementing my email sequences and lead magnet strategy. - A financial services firm leveraged my research and thought leadership content to land institutional clients worth billions of dollars. --------------------------------------------------------------------------------------------- SERVICES OFFERED: I provide my clients with business and finance content that establishes authority. | Content Strategy | - Articles for blogs and websites - Social media for a business audience - Posting strategy and automation - SEO planning | Authoritative Content & Thought Leadership | - White papers - Case studies - Website copy - Proposals and presentations - Mission, vision, and values statements | High-Converting Sales Funnels | - Funnel strategies for a business audience - Lead magnets and landing pages - Email sequences and nurture campaigns - Automated workflows and analytics | Areas of Expertise | - B2B - B2B SaaS - Enterprise - Fintech - Financial services - Asset management - Wealth management Are you ready to position your business for growth? I maximize growth for my clients with expert, data-driven execution. Let’s build something that lasts.

Investment Research
Pitch Deck
Financial Prospectus Writing
Financial Analysis
Investment Strategy
Content Marketing Strategy
Content Strategy
Website Content
Content Marketing
B2B Marketing
Blog Writing
White Paper Writing
Article Writing
Business Writing
Financial Writing
$35 hourly
Anthony d.
- 5.0/5
- (69 jobs)
If you’re looking for someone who is in love with the language, has an above average command of it, and combines those virtues with a passionate interest in finance and the markets, you may have struck gold. I've been producing content for entities operating in the capital markets and in the broader financial services sector for a decade. Past assignments include the production of an e-book for a community bank and investment reports for the private equity secondaries market. I've also had the opportunity to work with an investor relations firm producing hundreds of articles over a five-year period for a diverse range of publicly listed companies. In addition, I have written articles, video scripts, white papers, and analyses for media companies, wealth management firms, biotech companies and investment advisors. I believe I’m especially good at presenting abstruse technical ideas in a form that is accessible to a lay readership. So if you need someone to get out a compelling piece of prose on a topic, whether it be mundane or esoteric, I’d be happy to hear from you. To get in touch with me, simply click the green Contact button at the top of the page. Thank you!

Investment Research
Financial Management
Financial Writing
Corporate Finance
Qualitative Research
Content Writing
SEO Writing
$250 hourly
Michael K.
- 5.0/5
- (29 jobs)
I am the voice behind Mott Capital Management and a contributor on Seeking Alpha, CMC Markets, and Investing.com, As well as social media outlets like X.com (formerly Twitter) and YouTube. I am also the creator of the subscription services Reading The Markets on Seeking Alpha and The Market Chronicles on Substack. If you have enjoyed my work on individual stocks or my deeper market analysis in the past, then this is your chance to get me to work directly for you and dig deeper into topics you may need additional information on, whether in a one-on-one chat session or a written report. I specialize in everything from stock market mechanics around options positioning to Fed monetary policy. I use a unique Intermarket analysis approach to uncover the facts and details ordinary analysts miss becuase I do not work in a silo and instead focus on being a 5-tool analyst. Please feel free to contact me to learn more or schedule a brief interview to chat. -Mike

Investment Research
Technical Analysis
Equity Research
Market Analysis
Blog Writing
Newsletter Writing
Content Writing
Economics
Financial Writing
Financial Analysis
$100 hourly
Dani P.
- 4.9/5
- (6 jobs)
Hi, it's great to e-meet you here in the little corner of the internet. I'm a product designer with +5 years of experience designing for start-ups. I started out as a business analyst in finance, then cut my teeth grinding out at the start-up scene in New York. I was a bootstrapped founder before I raised from prominent angels and pre-seed funds. Today, I'm the Head of Design at another pre-seed start-up, currently raising seed. I designed decks that raised more than $1M. I also designed mock-ups for my start-up and at my current job. As an ex-founder working at a start-up, I know how to design from ideation to execution with little to no branding support. 'Design is intelligence made visible' is one of my favorite quote. I learned to design because I believe it has the power to change us, and ultimately, the world. If you're looking for help with design, let me help turn your ideas and visions into the concrete shape, form, and colors so that your venture will shine through from the crowd.

Investment Research
Presentation Design
Graphic Design
Figma
Financial Modeling
Financial Analysis
Presentations
Qualitative Research
$145 hourly
Danny T.
- 5.0/5
- (101 jobs)
18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs

Investment Research
Startup Consulting
Business Strategy
Business Modeling
Managerial Finance
Business Writing
Corporate Finance
Investment Banking
Business Management
Business Valuation
Business Analysis
Financial Modeling
Business Plan
$200 hourly
Andrew A.
- 5.0/5
- (23 jobs)
Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection

Investment Research
Financial Projection
Financial Modeling
Financial Analysis
$125 hourly
Max H.
- 0.0/5
- (2 jobs)
I'm a fundraising and private equity professional with experience raising capital for early- and growth-stage startups, particularly in the climate tech, cleantech, and asset-light sectors. Over the past several years, I've helped structure and execute capital raises across Series A to Series C rounds, supported fundraises up to $750M, and developed comprehensive investor materials including pitch decks, financial models, PPMs, DDQs, and RFP responses. My background includes institutional fundraising at a $50B+ AUM Alternative Asset Manager, investing at a growth equity climate-tech fund, and spending four years executing public and private capital raises in the technology space at a middle market investment bank – where I supported over 30 transactions totaling $27B in value. I bring both investor relations and investment banking expertise to help founders refine their fundraising strategy, identify target investors, and present a compelling story to secure capital efficiently. Whether you're preparing for your first raise or scaling into later rounds, I can help you identify the right investors, craft the materials and overall narrative needed to attract the right investors. Fundraising & Investor Relations: • Investor targeting: Build tailored lists of angels, VCs, family offices, and institutional LPs • Outreach strategy: Develop and execute outreach campaigns to engage prospective investors including providing contact information for the right decision-makers • Pitch deck development: Craft or refine compelling pitch presentations for fundraising rounds • Fund marketing materials: Create professional-grade PPMs, DDQs, executive summaries, and teasers • RFP support: Complete institutional investor questionnaires and fund diligence packages • Data room setup: Organize investor-ready virtual data rooms and manage document flow Financial Modeling & Valuation: • Build custom 3-statement operating models for pre-revenue to growth-stage companies • Develop scenario-based valuation analyses (DCF, precedent, comp analysis) Strategic Advisory: • Market mapping and thesis validation for emerging industries (e.g., climate tech, carbon markets) • Competitive landscape benchmarking and go-to-market strategy input

Investment Research
Investment Strategy
Investment Banking
Private Equity
Venture Capital
Capital Markets
Career Coaching
Accounting
Research & Strategy
Investor Overview
Investor List
Analytical Presentation
$150 hourly
Noemie Z.
- 5.0/5
- (5 jobs)
Full time consultant on Catalant. Side consulting on Upwork! ⭐️ Expertise ⭐️ - Strategic finance/Financial Planning & Analysis - Zero-based budgeting methodology - Process design and implementation - Change management - Board-level presentations and CFO notes - Comfortable presenting technical concepts to finance and non-finance stakeholders I'm an established finance leader, with 10+ years of experience working for Fortune 100 and private companies. My expertise lies in developing short- and long-term forecasting models in order to drive growth and to identify and prioritize investment options. I am also comfortable with socializing and implementing these models with both finance and non-finance audiences. Most recently, I was part of the Innovation team at Anheuser-Busch developing and implementing a KPI sales dashboard used to evaluate newly launched pilots. Prior to becoming an independent consultant, I was part of the Global League Finance team at the NBA and I've previously worked at General Electric in a variety of finance roles through the Financial Management Program. I'm also a French native speaker who has tutored adults of all ability with success. Let's see how I can help get you to fluency!

Investment Research
French
Economic Analysis
Investment Strategy
Analytics Dashboard
Business Planning & Strategy
Financial Report
Microsoft PowerPoint
Microsoft Office
Financial Variance Analysis
Diversity & Inclusion
Financial Planning
Finance
$200 hourly
Samer H.
- 5.0/5
- (3 jobs)
I'm Sam. My 25 years of experience spans investment management, where I craft client portfolios using strong analytical abilities, to assisting a family office with real estate investments, to owning and growing a $70m revenue family business. Started my career in I-banking where I executed $11bn in M&A transactions. If you want an experienced business owner and investor to talk through strategic plans, valuations, and financial models then I would be pleased to connect with you. I have strong communication skills and present cogent, actionable insights that empower you to make informed decisions.

Investment Research
Strategic Planning
Investor Overview
Investment Portfolio Review
Financial Analysis & Valuation
Business Coaching
Investment Strategy
Business Analysis
Company Valuation
Consultation Session
Business
Finance
$100 hourly
Yvonne J.
- 5.0/5
- (1 job)
I am a stock analyst specializing in the Fintech and Payments verticals, tangentially touching Software. I have deep industry expertise, extensive experience in financial modeling and analysis, and can synthesize findings into actionable investment ideas. Skills: Excel, Word, PowerPoint, Bloomberg, FactSet

Investment Research
Conduct Research
Editing & Proofreading
Microsoft PowerPoint
Microsoft Excel
Financial Model
Financial Modeling
Financial Analysis & Valuation
Report Writing
Writing
Stock Market
Equity Research & Analysis
Equity Research
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