Hire the best Investment Researchers in San Francisco, CA
Check out Investment Researchers in San Francisco, CA with the skills you need for your next job.
- $60 hourly
- 5.0/5
- (2 jobs)
I’ve had the opportunity to work one-on-one with companies across different industries including SaaS, fintech, blockchain and climate-tech. I love developing go-to-market solutions for entrepreneurs and early stage startups. My personal mission is to help companies like yours that need guidance with planning/execution by uncovering data and insights to grow your business operations. Highlights: - Drove 158% annual revenue growth with business development execution - Helped a startup climate-tech company exit/acquisition - Built and executed SaaS go-to-market, distribution, onboarding, and retention plan resulting in 50% year-over-year growth. - Price analytics & modeling for a competitive and profitable pricing strategy, benchmarking and forecasting demand to design an optimal price structure, which contributed to a 20% increase in overall profit margin. - Ongoing financial statement analysis, leading to the identification of cost-saving opportunities through variance analysis, contributing to a 15% reduction in operating expenses. I've spent a decade working with small and start up businesses, helping them to make informed decisions for executing operational improvement, go-to-market/product launches, fundraising, and revenue-growth strategies. Before this, I worked 10 years in the financial industry in NYC and Europe. As a Chartered Financial Analyst (CFA), the gold-standard for financial knowledge and ethics, I have a deep understanding of financial analysis, modeling and valuation techniques. My focus is on getting results and growing your company by: 1) Framing the right questions, 2) Generating the right analytics and insights, 3) Deploying actionable strategies and measuring results. If you would like to explore your project in more detail together, let’s schedule an intro call.
Investment Research
Competitive AnalysisBusiness Planning & StrategyPartnership DevelopmentFundraisingBusiness ModelingStrategic PlanningMarket ResearchKPI Metric DevelopmentData AnalyticsFinancial ModelingBlockchain, NFT & CryptocurrencyGrowth StrategyBusiness PlanBusiness Consulting - $55 hourly
- 5.0/5
- (1 job)
Are you looking to grow your real estate operations? Look no further. I'm an experienced real estate investor with a passion to help others build their investment portfolio. With years of experience under my belt and a real estate license, I can help companies & business owners acquire properties, prepare investment strategies, undergo due diligence processes. My knowledge in financial analysis, market research and procurement can be a strong addition to your team. ------ SERVICES #Comparative Market Analysis (CMA) Seeking your next investment opportunity? Obtain detailed analysis into market insights, property valuations, and market trends. Gain access to comprehensive property value reports that empower you to make well-informed decisions swiftly. #Financial Analysis For ongoing projects or future acquisitions, receive financial projections and analyses tailored to real estate investments. Benefit from ROI calculations and cash flow assessments. #Bookkeeping & Accounting Leverage my expertise in Excel and QuickBooks Online to streamline accounting for your business, enhancing workflow organization and preparing seamlessly for tax season. #Procurement Due Diligence Comprehensive services that include reviewing property inspection reports, title search & review, and strategic exit planning to make informed decisions during procurement. #Negotiation Stepping closer to finalizing a deal but feeling overwhelmed? Receive assistance in negotiations, whether it's price discussions, lease terms, or managing transactional intricacies. #Consulting Consultation services cater to small business owners seeking assistance to enter the real estate world, navigating the complexities of real estate ventures from start to finish. #Client Representation during Real Estate transactions (exclusive to California)
Investment Research
Property ManagementResidential RemodelingReal Estate Virtual AssistanceReal Estate ClosingReal Estate Business PlanQuickBooks OnlineReal Estate AcquisitionReal Estate Investment AssistanceInvestment StrategyAccounting BasicsIntuit QuickBooks - $190 hourly
- 5.0/5
- (77 jobs)
My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.
Investment Research
Business PlanIndustry ResearchBusiness ConsultingMarketing StrategyFinancial AnalysisSaaSPitch DeckMarket AnalysisStartup ConsultingEquity ResearchVenture CapitalBusiness ValuationProposal WritingContent WritingFinancial Writing - $150 hourly
- 0.0/5
- (7 jobs)
I work with startups and growth stage companies to help them succeed with their capital raise. My experience comes from vetting thousands startups for an investor network that hosted pitch competitions all over North America. Less than 1% survived my screening, but those that did went on to raise a collective $100M from angel and professional investors. I've coached hundreds of entrepreneurs including Y Combinator graduates, Fortune500 executives, serial entrepreneurs, and first-time founders. I also hold a law degree from a US accredited law school. Rates negotiable based on scope of work. Offered services: - Capital raise advising - Pitch deck storytelling, mock investor Q&A - Fundraising strategy - Financial and valuation analysis - Business plans - Due diligence preparation - Contract review
Investment Research
Startup ConsultingBusiness ConsultingVenture Capital ConsultingBusiness PresentationPresentationsInvestment PreparationVenture CapitalInvestment StrategyManagement Consulting - $40 hourly
- 5.0/5
- (6 jobs)
Hello, My name is Derek Sommers and I am a seasoned corporate finance practitioner. I have 5+ years of work experience in various finance functions. I currently work as a Strategic Finance Solutions Consultant at a large, reputable consulting firm based in the US. In the past, I have served as Vice President for Financial Planning & Analysis at a large, nationwide financial firm. In these roles, I have gained experience in financial modeling, budgeting, forecasting, variance analysis, reporting package development, and management presentations. Some of the past work I've provided for clients in a freelance capacity includes: long-term financial forecasting (full three-statement modelling), financial modelling (DCF, LBO, etc.), annual budgeting template, monthly forecasting template, executive/board-level financial reporting, month-/quarter-end reporting, dashboard creation, and other ad-hoc financial analysis.
Investment Research
Microsoft ExcelFinancial PlanningBusiness PresentationFinancial ReportBudget ManagementForecastingDashboardFinancial ReportingBusiness IntelligenceBusiness ModelingAnalytics - $30 hourly
- 5.0/5
- (2 jobs)
I have a strong background in clear and effective written communication, investment research (public and private companies), business development (cold calling & cold emailing), and Excel analysis.
Investment Research
Teaching EnglishEquity ResearchSocial Media CopyResearch InterviewsCopy EditingCold EmailOrganizerBusiness DevelopmentCold CallingWritingResearch & StrategyCold CallMicrosoft Excel - $35 hourly
- 0.0/5
- (0 jobs)
I'm a financial consultant with two years of corporate finance experience, specializing in business analytics and forecasting for distressed clients. I've worked directly with C-suite executives at billion-dollar enterprises and have played key roles in managing payments and cash balances exceeding $300 million. I joined Upwork in January 2025 to help entrepreneurs and growing businesses access the same strategic insights that large firms rely on—without the hefty price tag or barriers to entry. I'm eager to build my experience on this platform and am happy to work within your budget to find a solution that fits.
Investment Research
Presentation DesignData AnalyticsMicrosoft PowerPointMicrosoft ExcelFinanceStatisticsBusiness ManagementCorporate Finance - $75 hourly
- 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 Research
Mergers & AcquisitionsPitch DeckPrivate EquityFinancial ModelingInvestment BankingFinancial Analysis & Valuation - $50 hourly
- 0.0/5
- (0 jobs)
Former WS investment banker with 15+ years of experience. Tech coverage group. Multiple M&A, IPO, Debt & Private Financing experience. Financial valuation, term sheet negotiation, investment presentations, etc..
Investment Research
Investment PreparationInvestment StrategyInvestment BankingFinanceFinance & Accounting Want to browse more freelancers?
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