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Clients rate Mergers & Acquisitions specialists
Rating is 4.8 out of 5.
4.8/5
based on 259 client reviews
  • $300 hourly
    A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and contracts. I graduated magna cum laude from the University of Pennsylvania, finished in the top 7% of my law school class, where I graduated with honors and was selected as a Managing Editor of the Law Review, worked as a law clerk for a federal judge where I drafted opinions for the judge's review and briefed the judge on applicable law, and I was trained at Ballard Spahr and Morgan Lewis, two of the largest law firms in the United States. I also acquired, built and sold dozens of businesses, exposing me to corporate and securities law from a real world, entrepreneurial perspective. I did most of the contractual, M&A, tax planning, employment law and other legal work myself for my own companies because I love practicing law. I thoroughly enjoy working with business owners and their management teams to craft efficient and creative solutions to legal challenges. That's why I returned to the full-time practice of law after building and selling a number of successful businesses. I’m now seeking creative ways to build a practice that fits into my lifestyle, and that requires primarily working remotely. Upwork is an ideal platform for me to connect with innovative business owners, corporations and law firms seeking top-notch legal work that leverages technology to meet both my objectives and and my clients' goals as well. I have substantial experience with mergers and acquisitions, tax planning (I also have an LL.M. in Taxation from NYU), employment law, corporate formation and governance. I've helped many clients comply with securities law issues in connection with raising capital through private placements and crowdfunding transactions. NEED HELP WITH A BUSINESS LAW CHALLENGE? DON'T HESITATE TO CONTACT ME FOR: √ Letters of Intent √ Private Placement Memos √ Subscription Agreements √ Reg D Filings / Private Placements √ Regulation Crowdfunding Compliance √ Securities law compliance including Reg A+, Reg D, Reg CF, Reg S √ Operating Agreements √ Partnership Agreements √ Employment Agreements √ Independent Contractor Agreements √ NDAs and Confidentiality Agreements √ Website terms and conditions and privacy policies √ Asset purchase agreements, stock purchase agreements, mergers and acquisitions √ Copyright issues √ Trademark issues √ Employment discrimination, overtime and other employment issues √ Appellate briefs √ Motions and a supporting memorandum of law √ Any other legal issues requiring experienced, realistic and actionable advice. I look forward to hearing from you, and to the prospect of working together in the near future. Sincerely, Barry
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    Legal Writing
    Contract Law
    Tax Law
    Intellectual Property Law
    Legal Research
    Employment Law
    Legal Consulting
  • $250 hourly
    Clint's goal is to help clients find common sense legal solutions to their business needs. With 25 years of experience as a partner at large national law firms, he can deliver big firm expertise at a fraction of the cost. He understands that clients are looking for value and is committed to providing efficient and careful advice on a wide variety of corporate and transaction matters, including contract drafting and review, corporate finance, venture capital finance, mergers and acquisitions, stock and asset purchase transactions, employment agreements, joint ventures and corporate governance matters. He serves as outside general counsel to several tech and manufacturing companies. Clint has a high degree of interest in the use of artificial intelligence and its applications to legal services. He is active in using AI to increase his productivity and the quality of the services he provides. Clint has worked on transactions of all kinds and sizes. He has deep experience in commercial finance matters, loan agreements, security documents, guaranties, forbearance agreements, loan modifications and intercreditor agreements. His finance expertise extends to debt restructuring, loan workouts, debtor-in-possession finance, project finance and real estate finance. He is an expert on all aspects of the Uniform Commercial Code. He often serves as local Utah and California counsel in the delivery of third-party legal opinions. He has worked on multiple international transactions over the years. He regularly works with clients on a flat fee basis and has a particular interest in the technology, outdoor retail and renewable energy industries. He is fluent in Japanese.
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    Document Review
    Corporate Governance
    Corporate Finance
    Japanese
    State Bar of California
    Utah State Bar
    Startup Consulting
    C-Corporation
    Limited Liability Company
    Corporate Law
    Real Estate
    Stock Option Agreement
    Contract Drafting
  • $75 hourly
    ✅ Honesty & Knowledge is still the best policy for satisfaction. :) ✅ 8.5 years of experience ✅ Quick Responder Top Rated Freelancer ✅ Certified Google Cloud & Workspace Support Partner ✅ Microsoft, Google Cloud, GoDaddy, Zoho Official Support Partner ✅ Top Rated Freelancer on Upwork ✅ Google Workspace for Education Official Partner ✅ Google App Script Expert ✅ Cloud M Partner & Migrations Expert ✅ BitTitan Partner & Migrations Expert ✅ 24/7/365 Available for your service ✅ Quick turnaround time ✅ Fluent in English ✅ Google Workspace(Formally G Suite) Solutions - Google Workspace(Formally G Suite) Account Setup with Domain Name - 24*7*365 Google Workspace(Formally G Suite) Technical Support - 24*7*365 Google Workspace(Formally G Suite) Data Migration from any existing Server - Billing Issue Resolutions of Google Workspace(Formally G Suite) - Google Workspace(Formally G Suite) Remote Training ✅ Microsoft Office 365 Solutions - Office 365 Account Setup with Domain Name - 24*7*365 Office 365 Technical Support - 24*7*365 Office 365 Data Migration from any existing Server ✅ Zoho Email Solutions - Zoho Email Account Setup with Domain Name - 24*7*365 Zoho Email Technical Support - 24*7*365 Zoho Email Data Migration from any existing Server ✅ Website Migrations & Maintenance - Website transfer from Existing Server to New Server - 24*7*365 Website Maintenance Help - 24*7*365 Website's Database Backup & Transfer ✅ Hosting Server Transfer - Hosting transfer from Existing Server to New Server - 24*7*365 Hosting Maintenance Help - 24*7*365 Website's Database Backup & Transfer ✅ Customer Support Specialist - 24*7*365 E-Mail Support to your client with Fluent English - 24*7*365 Technical Support - 24*7*365 Remote Technical Support
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    Google Workspace Administration
    IT Compliance Audit
    Microsoft Server
    Domain Migration
    Data Migration
    Trigger Email Setup
    Multiple Email Account Management
    Google Workspace
    Email Deliverability
    Workspace
    Backup & Migration
    Google
    Migration
    Email Support
  • $300 hourly
    Hello! I am a highly experienced lawyer and business operator with deep startup and public company experience. I graduated Stanford Law School in 1998, and 25 years later, I am a tech industry veteran with a broad base of experience including across hardware and software, and B2B and B2C, and with big public companies and nascent startups, alike. In addition to my day-to-day work, I enjoy taking on side projects where I can use my specialized skills and experience to help others. Below is a summary of my work experience. If you think that I can be helpful, just let me know! PROFESSIONAL EXPERIENCE HIGHLIGHTS SV Academy - Co-founder, COO, General Counsel (2015-Present) Hewlett-Packard - VP Operations & Strategy (2012-15) -Served as Chief of Staff to EVP of HP’s Software division. Autonomy, Inc. (acquired by Hewlett-Packard) - COO & General Counsel-US (2008-12); SVP, Business Affairs & General Counsel (2006-08); Associate General Counsel (2005-06) - Grew Legal org from 1 to 25 employees for public enterprise software company. - Responsibilities included management of business transactions; litigation/ADR; strategic alliances; employment; IP management; corporate governance; government contracts; regulatory compliance; license compliance enforcement; and international work. - Successfully managed multiple M&A integrations, including Interwoven ($775MM, 700 employees, 2009), Zantaz ($375MM, 300 employees, 2007) and Verity ($500MM, 500 employees, 2005). - Additional responsibilities included management of US Operations, including Inside Sales, Sales Operations, HR, Procurement, Facilities and Federal Business division. Brocade Communications Systems - Director, Legal Affairs (2004-05); Senior Corporate Counsel (2003-04), Corporate Counsel (2001-02) - Managed legal team and outside counsel for $2B storage technology hardware & software company. - Managed all business transactions, commercial litigation, merger and acquisition, regulatory compliance, and IP portfolio management. Provided legal support to all operating departments of 1,500 person multinational organization. - Drove and closed strategic business transactions, including key OEM sales deals with values in excess of $500MM+ each; a real property transaction valued over $100MM+; international manufacturing deals of over $2B, and M&A transactions valued up to $2B. - Managed open-source software integration and patent harvesting programs. Gibson, Dunn & Crutcher, LLP - Associate (1998-2000) - Successfully managed IP and general commercial litigation disputes for top-tier international law firm - Interviewed clients, drafted court briefs and strategy memoranda, and deposed witnesses. - Transactional work included IP licensing, M&A and employment contracts. EDUCATION McGill University - BA, Joint Honors, English & Philosophy (1994) Stanford Law School - JD (1998)
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    Contract Law
    Corporate Law
    Intellectual Property Law
    Employment Law
    Business Management
    Startup Company
    Business Operations
    SaaS
    Legal
    Enterprise Software
    Executive Coaching
    Legal Consulting
    Entrepreneurship
  • $150 hourly
    🚀 On a Mission to Accelerate Your Business toward Financial Health & Success through Strategic Planning & Financial Management 📊 Countless Financial Models Created, $3B of Deal Flow Directly Managed, 500+ Businesses Evaluated 🛒 Comprehensive & Integrated Services - Take Care of Your Fractional CFO, CPA-Managed Bookkeeping, Tax, Payroll & Financial Reporting with a Single Partnership We are Industry Agnostic, QuickBooks Pro-Advisor-Certified and Ready to Support Startups & Small Businesses of All Sizes ✅ What Sets Us Apart: ⭐ Strategic Partnership - We Learn Your Company, Strengthen Your Business Plan & Work to Position You for Success. ⭐ Customizable - Tailored Packages Based on the Model You Need. ⭐ Insider Perspective - Deep Buy and Sell-Side M&A and Fundraising Experience. Owned and Operated Businesses from $0 to $500M in Revenue. Select Services: Fractional CFO | Financial Management | FMVA-Certified Financial Modeling & Analysis | Strategy & Corporate Development | Bookkeeping | Tax Preparation & Strategy | Payroll Processing | Financial Reporting | Startup Support | New Business Entity Setup | Exit Planning | Mergers & Acquisitions | Small Business Consulting *Please note that we only have capacity to bring on one additional client each month. We look for long-term relationships with growth-minded, collaborative clients. **FYI, this quoted $150/hour rate is for our CFO and consulting services. Our bookkeeping rate is $75/hour. Our financial modeling rate is $100/hour.
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    Financial Modeling
    Business Valuation
    Fundraising
    Corporate Strategy
    Financial Management
    Product Strategy
    Corporate Finance
    Business Modeling
    Program Management
    Team Management
    Investment Banking
    Management Consulting
    Business Analysis
    Strategy
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
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    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Private Equity
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Financial Analysis
  • $135 hourly
    A five star 5* service... see my 100% feedback . Freelance Legal Services Limited My background :- I trained and qualified in the UK, majoring in corporate and commercial work. I went on to work for a number of large international firms and companies prior to turning freelance. I work for many types of clients and industries. My clients include both large international corporations and business startups. The industry sectors I work with are:- E Commerce: Terms and conditions of Service, Terms of Use, Website Terms of Use, Privacy policy, Cookie policy, vendor and buyer terms. Start-ups: Company registration; Articles of Association, Shareholder Agreements, Directors Service Contracts, new share classes and Investment contracts. General business work: NDA, Employment contracts, terms of service, partnership agreements SaaS contracts, Share Purchase Agreements, Assets Purchase agreements, Head of Terms, Memorandum of Understanding, Commercial leases drafting and reviews, Changes or Articles, Holding company's, Trademarks, Copyright and Intellectual Property, license agreements, Independent Consultancy/Contractor or Freelance agreements and all associated commercial work Commercial property companies: Rental agreements, lease preparation, license to occupy, legal packs, lease appraisal, purchases and completions. Oil exploration: Heads of Terms, exploration contacts. Employment matters: unfair dismissal, employment contracts, employee/employer disputes, IR35 contracts. I undertake corporate re-construction, company insolvency, creditor petitions and offer director replacement services.. I also work with new innovations such as NFT's, crypto currency exchanges, crypto currency start ups, crypto currency floatations. I have experience in areas such as: SML, CTF and Anti Bribery policies, both drafting and implementation.. Data Protection, including special category data, policies. All types of commercial contract drafting and employment contracts. I understand and can advise clients on international law, Brexit advice, business sales and purchases and draft any associated documents that may be required. I draft merger and acquisition documents and ensure proper due diligence is undertaken in any business purchase, sale or merger. All staff training and manuals for GDPR, AML, CTF and other such compliance requirements. I can act as an in house Data Protection and/or AML officer. I offer, ongoing, in house legal service. I also have a specialist experience with Copyright and Intellectual Property matters. ** new service introduced - in these difficult times with unprecedented business insolvencies, higher that the crash of the 1980's I offer, along side a highly experienced team, a director replacement service. This is designed to take the stress and anxiety out of business insolvency. Please contact me for further information and a fixed fee quotation. Please see my specialist profiles for more in-depth details Fixed fee quotataions may be available. Freelance legal services Limited - A highly experienced legal consultant, available to help you with all of your legal requirements. Please contact me for further Information.
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    Commercial Lease
    Intellectual Property Law
    Employment Law
    Legal
    Contract Law
    Contract Drafting
    Trademark Consulting
    International Business
    Contract
    Legal Consulting
    Privacy Law
    Corporate Law
    Shareholder Relationship
    International Law
  • $160 hourly
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
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    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Business Plan
    Strategic Plan
  • $245 hourly
    Specializing in business valuations, small business acquisition consulting, financial due diligence, and financial statement reviews. Qualifications: Certified Valuation Analyst, CPA, Certified Life Coach Master’s Degree in Accounting Big 4 Accounting Experience Franchise Owner Real Estate Investor Experience: Owner Barclay Financial: CPA and Business Valuation firm providing accounting and consulting services. Professionally delivered work product in the following areas: Business Valuations Business Sale and Acquisition Consulting Financial statement prep and review Comfort & Expert Opinion Letters Business plan writing Strategic growth consulting Financial projection Financial due diligence PwC Tax Manager: Examined and reviewed federal tax forms prepared by interns and associates for completeness and accuracy; including a large consolidated return with over $1 billion in revenues. Analyzed balance sheets, income statements, and trial balances for necessary M-adjustments and other required book adjusting entries. Researched tax law for possible tax savings and additional compliance requirements while communicating openly with clients. Responded to and disputed tax notices from the IRS and other state tax authorities. Lead interns and associates and educated them on tax concepts and software. Responsible for the implementation of OneSource tax software across the Missouri market. Led office wide trainings/seminars on how to use and implement the software. Coordinated software implementation with our Global Delivery Support Team in India. PwC Associate: Prepared federal and state tax returns for a wide variety of entities, including large consolidated corporations, partnerships, s-corps, LLCs, trusts, and individuals. HealthSource Franchise Owner: Interviewed and staffed all necessary positions Successfully implemented and utilized Traction EOS (Entrepreneurial Operating System) Negotiated leases, contract bids, and professional fees Coordinated and organized a build-out of a new clinic while adhering to a strict budget Created, ran, and delegated a successful marketing campaign prior to opening Responsible for all employee payroll; monthly, quarterly and annual tax filings; and all HR duties Won new franchise of the year in 2019
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    CPA
    Bookkeeping
    Business Coaching
    Business Plan
    Management Consulting
    Due Diligence
    Business Valuation
    Startup Consulting
    Financial Statement
    Valuation
    Strategic Plan
    Leadership Development
    Income Statement
  • $105 hourly
    Member of the Bar Association. My experience includes working at various top-notch law firms; I am well conversant with Cryptocurrency(MSB registrations and Restricted Dealer status with CSA and provincial authorities) and the IT sector and its demands circling around the legal requirements. I specialize in: INTERNET: • Crypto regulations in Canada • MSB Registation • Restricted dealer registration for Crypto Firms/Companies in Canada • Terms of Use /Terms and conditions/T&C’s • CCPA & GDPR compliant Privacy Policies/ Data Policies • E-commerce and setting up small businesses online. BUSINESS: • Partnership Agreements • NDA/ Non-Compete • Asset Purchase Agreements • Shareholder/Investor Agreements • Supplier Agreements • Letters of Intent/Memorandums of Understanding • Buy/Sell Agreements • Residential/Commercial Leases • Real Estate Purchase Agreements • Employment • Independent Contractor Agreements • Business Contracts • Equity Share • FDD & Franchise Agreement • Corporate law Assistance • Terms of Use /Terms & conditions/T&C’s Other Legal Services provided: LEGAL SUPPORT SERVICES/ ▪ Proofreading Services ▪ Compliance Management Services ▪ Review of Terms of Use ▪ Support in other Corporate law matters. LEGAL DRAFTING SERVICES: ▪ Drafting of Commercial Contracts ▪ Drafting emails and other responses as per client’s requirements ▪ Drafting letters to clients ▪ Terms and Conditions for eCommerce platforms LEGAL RESEARCH SERVICES ▪ Operating online legal database ▪ Researching on another online public government database. ▪ Identifying and retrieving information that is necessary to support legal decision- making. I have drafted numerous Terms of Use /Terms and conditions/T&C’s for different eCommerce startups My response time is generally less than 60 mins, and you may get in touch with me for your legal concerns. I look forward to hearing from you!
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    Legal Assistance
    Contract Drafting
    Contract Law
    Privacy Law
    Data Privacy
    Contract Negotiation
    Corporate Law
    Contract Management
    Employment Law
    Legal Consulting
    Terms & Conditions
    GDPR
  • $175 hourly
    I am a business attorney with 11 years' experience working in-house for private organizations. Most recently, I was senior corporate counsel for a private equity firm and industrial holding company with lines of business in commercial vehicle manufacturing and sales, engineering services, technology solutions and software development. I supported our investment group's legal needs and transactional matters, e.g., side letters, private placement memorandums, due diligence, etc. I negotiated commercial deals with key suppliers and customers and managed a growing intellectual property portfolio. The team I was part of oversaw legal strategy, compliance and regulatory affairs, and managed outside counsel and other resources. Before that, I was corporate counsel for a global manufacturer and distributor of products where I managed the legal and compliance department.
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    Trademark Search
    Real Estate Law
    Copyright
    Legal Writing
    Trademark Consulting
    Intellectual Property Law
    Tax Law
    Startup Consulting
    Non-Disclosure Agreement
    Corporate Law
    Contract Law
    Contract Negotiation
    Legal
    Contract Drafting
  • $200 hourly
    Financial Modeling, Valuations & Pitch Deck ✔ 10+ years’ experience in the financial services industry with a focus on Valuations, Pitch decks & Financial Modeling ✔ Over 200+ Financial Models built from scratch, 300 + business plans and 350 + Pitch decks in my career ✔ Completed deal structures with multinational corporations and small family-owned businesses. ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ 5+ years of executive operational experience as Managing Director of an Insurance Underwriter ✔ Worked for Financial Advisory Institutions around the world, including the USA, UK and across Africa ✔ Graduate Studies completed in both South Africa and the USA with a focus in Financial Modeling ✔ Bachelor’s (honours) degree with a focus on Finance Analysis ✔ Strong understanding and interpretation of financial statements ✔ Native English speaker My clients have a LOT to say about me (65 Jobs all 5-star reviews): • "Devin has done a couple of projects for me now and is about to start on his 3rd. I have no desire to seek out anyone else because Devin is just that good. Highly recommended." • Devin took my frantic and urgent need and smashed it all in one evening first time. He's extremely knowledgeable about what he does and is extremely impressive. I will certainly be hiring him again and I look forward to it! • "Excellent freelancer, very professional, gives lots of good advice and always ready to help. Definitely recommended." Where I offer the most value: Private Equity PE, Venture Capital VC, Healthcare, Medtech, SaaS, Tech, Fintech Forecasting, Modeling, Valuation, Investor Search, Pitch Deck, Pitchbook, Teaser, Executive Summary, PPM, CIM, Capital Raising
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    Fundraising
    Startup Consulting
    Startup Company
    SaaS
    Investment Banking
    Business Coaching
    Corporate Finance
    Business Valuation
    Valuation
    Financial Modeling
    Financial Projection
    Business Plan
    Financial Analysis
  • $150 hourly
    🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. Advised over𝟭𝟬𝟬+ 𝘁𝗲𝗰𝗵 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀 and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for her clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 30-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialty is subscriptions ( SAAS), e-commerce, Tech, Real estate .✨ 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 5 𝙤𝙪𝙩 𝙤𝙛 5 𝙎𝙏𝘼𝙍 “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘:I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast​ , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling
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    Financial Analysis
    Venture Capital
    Price Optimization
    Business Planning & Strategy
    Financial Projection
    Real Estate Financial Modeling
    Pricing
    Business Modeling
    Pricing Strategy Consulting
    Financial Modeling
    Valuation
    Startup Consulting
    SaaS
    Fundraising
  • $20 hourly
    As a Business Consultant, I leverage my certification in Data Analytics and my postgraduate degree in Finance and Marketing to provide high-quality solutions for various clients across different domains. I have over 10 years of experience in research, finance, and project management, with a focus on feasibility studies, business plans, pitch decks, financial analysis, and underwriting of real estate properties. Currently, I am working on multiple projects that involve IT financial management, budget reconciliation, financial discrepancy identification, and project management for different clients. I also have experience in investor relations, fintech, and knowledge transfer software segments. My mission is to help clients achieve their business goals and optimize their performance through data-driven insights and strategic recommendations. Ongoing Projects 1. First-level underwriting of single-family and multi-family properties in the US for multiple clients. 2. Monthly ITFM (IT Financial Management) and Budget reconciliation for Signant Health. 3. Identifying financial discrepancies during the period of COVID for an e-education portal. 4. Project Management and research work for a client based in Germany. 5. Detailed tech research and content creation (white papers) for a client based in the US. 6. Preparation of multiple short pitch decks daily for a Will management company based in Australia. 7. Multiple short-term projects involving preparation of financial presentations and reports, pitch decks, business plans, project management, content creation, data analytics, research, feasibility reports, etc. I have an efficient and highly skilled team to assist in the execution of the above projects. Financial Analysis, Research, and Project Management Upwork · Freelance Aug 2013 - Feb 2021 · 7 yrs 7 mos Bengaluru, Karnataka, India · Remote • Project management and handling of a team underwriting over 80 single-family properties daily for a period of 3 months. • Project Management involving coordination with tech partners for implementation of fintech projects and Research Analysis involving high-level research of financial software. • Preparation of a Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. • Investor research and Account Management for a Private Equity firm engaged in sourcing investors for firms in growth - stage in the Silicon Valley. • Investor research and Account Management for a Venture Capital firm engaged in sourcing investors for firms in the seed/early stage. • First-level underwriting of single-family and multi-family properties in the US for multiple clients. (2019 onwards) • Research and content development for a corporate trainer. • Strategic and marketing advisory services for a blockchain firm. • Consultancy services for multiple start-up projects • Preparation of an Offering Memorandum for a property transaction. • Developed a financial model for an e-vehicle project. • Preparation of a Pitch Deck for a freelancing platform. • Equity-based research and client portfolio reporting. • Detailed study and report on the Foreign Portfolio Investor (FPI) segment in India. • Periodic composite ranking of stocks using customized software and backtesting. • Developed 200+ work plans in the Project Management and Marketing sectors. • Research on African Pharma Industry companies specialized in various segments based on certain specific criteria. • Quantitative and qualitative research on the MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries as part of a feasibility study being undertaken for a client interested in investing in convention centres in Africa. • Publication update – Updating 2017 information on 10 Asian countries concerning the MICE industry in terms of the general economy, top venues, their developments, top organizers, and MICE industry growth. In-depth research on all events organized in these countries concerning the number of exhibitors, visitors, exhibition area, YOY growth, etc. • Research on Food & Beverage wholesalers across various segments in Germany and updating the Food & Beverage industry figures of 15 countries from different government sources for various years. Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) Fortress Financial Services Ltd. · Full-time Jun 2007 - Aug 2009 · 2 yrs 3 mos Mumbai Area, India •Research on  real estate, road, airport, railways, and hospitality sectors in India  • Location Analysis, Commercial & Financial Feasibility of multiple projects • A Report on India: An Economic Power House  • Preparation of bid documents for Airport projects • Actively involved in M&A and JV assignments  • Successfully mentored 3 summer trainees on their summer internship projects • Preparation of business plans.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Microsoft Excel
    Infrastructure as Code
    Microsoft PowerPoint
    Financial Modeling
    Presentations
    Pro Forma Statement
    Financial Report
    Data Analysis
    Qualitative Research
    Business Valuation
    Real Estate Appraisal
    Finance & Accounting
  • $150 hourly
    ✓ Experienced Silicon Valley software executive, founder and technologist ✓ 6 co-founder roles in venture-funded startups and 4 substantial exits ✓ Experience with bootstrap, angel and venture funding. Every new venture's journey is different, but the patterns and best practices repeat. Working with a startup advisor and executive coach will shorten your time to success, avoid wasted effort and accelerate your learnings. A small investment near the beginning of a project can have a huge impact on its trajectory and eventual success. Any directional decisions you make about your business, product and technology should be informed by a full understanding of your market and trends, and by an understanding of what works and why. In many business situations, experience is worth its weight in gold. Using agile processes, I work with founders and founding teams to create, evaluate and refine: Market Opportunity: identification, scoping and validation Product Strategy: ideation, needs analysis, competitive & partner landscape, prototyping, primary and secondary research and development Business Plan: multidimensional analysis, work breakdown, stage gate milestones Financial Strategy: pro forma modeling, monetization. debt and fundraising Pitch Development: targets, positioning, messaging, variants and testing Business Development: partnerships, channels, licensing, acquisitions Team: co-founders, stage appropriate executive staff, consultants, sensitivity and diversity in hiring, including headcount planning, sourcing, interviewing, nurturing and separating from team mates Software Technology: cloud, mobile and legacy architectures, AI/ML, tools and platforms, cloud services, user experience Marketing and Market Entry Strategies: segmenting and targeting early adopters, product-led marketing, digital and content marketing, word of mouth/net promoter scoring, organic and viral growth engines, brand development Legal: business formation and structure, contracts including funding, indemnification, compensation and options, trademark and patent IP protection Customer Success: self-service and online support, user communities, app instrumentation and analytics I work in close partnership with founders and founding teams and so can only work with a limited number of companies at any one time. My role is to help in both your professional and personal journey so complementary interpersonal style and chemistry is important to the process. My suggested approach is to have a short conversation about your project and see if there is a good fit.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Tech & IT
    Pitchbook
    Strategy
    Startup Consulting
    Executive Coaching
    Venture Capital Consulting
    Software Architecture & Design
    Business Strategy
    Fundraising
    Business Plan
    Marketing Strategy
    Product Strategy
  • $999 hourly
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Stock Issuance
    SEC Regulation
  • $125 hourly
    I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Growth Strategy
    Financial Analysis
    Presentation Design
    Strategy
    Venture Capital
    Fundraising
    Startup Consulting
    Business Plan
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Venture Capital Consulting
    Presentations
  • $17 hourly
    💥💥 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 Odoo, Xero, QuickBooks Online Bookkeeping Expert 💥💥100% Satisfaction rate 🏆 👉𝐀𝐬 𝐚 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫, 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐢𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐢𝐭 𝐢𝐬 𝐭𝐨 𝐤𝐞𝐞𝐩 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬 𝐢𝐧 𝐨𝐫𝐝𝐞𝐫. 𝐓𝐡𝐚𝐭'𝐬 𝐰𝐡𝐞𝐫𝐞 𝐈 𝐜𝐨𝐦𝐞 𝐢𝐧 - 𝐈'𝐦 𝐚 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐐𝐮𝐢𝐜𝐤𝐛𝐨𝐨𝐤𝐬 𝐎𝐧𝐥𝐢𝐧𝐞 𝐏𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫, 𝐎𝐝𝐨𝐨, 𝐚𝐧𝐝 𝐗𝐞𝐫𝐨 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐰𝐢𝐭𝐡 𝐚 𝐩𝐚𝐬𝐬𝐢𝐨𝐧 𝐟𝐨𝐫 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐞𝐧𝐭𝐫𝐞𝐩𝐫𝐞𝐧𝐞𝐮𝐫𝐬 𝐥𝐢𝐤𝐞 𝐲𝐨𝐮 𝐬𝐭𝐚𝐲 𝐨𝐧 𝐭𝐨𝐩 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐚𝐦𝐞. 🏆𝗧𝗢𝗣-𝗥𝗔𝗧𝗘𝗗 𝗢𝗡 𝗨𝗣𝗪𝗢𝗥𝗞, 100% 𝗝𝗢𝗕 𝗦𝗨𝗖𝗖𝗘𝗦𝗦 𝗢𝗡 𝗨𝗣𝗪𝗢𝗥𝗞, Having expertise in following SOFTWARES🏆 👉QUICKBOOKS 👉ODOO 👉XERO 👉WAVE 👉SAP 👉Oracle NetSuite 👉ANY OTHER COMPATIBLE ACCOUNTING SOFTWARE 👇👇𝘾𝙡𝙞𝙚𝙣𝙩 𝙁𝙚𝙚𝙙𝙗𝙖𝙘𝙠👇👇 💥"When it says 100% Job Success, it's TRUE! Umer has been a very inspiring and hard-working individual who not only delivered as precisely as anticipated, he went above and beyond while exceeding my expectations!!! I shall be hiring him on an hourly and or contract basis in the future!!!!!! You will be satisfied with his professional approach!"💥 💥"I am delighted to provide a strong recommendation for Umer Raza for his exceptional ongoing long-term Odoo Bookkeeping and Accounting services. I have been continuously impressed with their expertise, attention to detail, and proactive problem-solving approach. Umer consistently delivers outstanding results, exceeding my expectations. Their excellent communication, reliability, and commitment to excellence make them invaluable long-term partners for any business. I am excited to continue hiring Umer and his team on this project, confident in their ability to consistently deliver exceptional service."💥 💥"Umer, is quality! He completed a financial model for my startup and educated me along the way. I am thankful for his time and expertise. I look forward to working with him again."💥 💥"A great job is done by Umer. He knows his domain really well for financial accounting, and startup businesses valuation process, and a high-quality deliverable is produced for this project. Excellent communication skills, business knowledge, and deep attention to detail. Strongly recommended."💥 Cheers!!! 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝗻𝗼𝘄 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱!!!
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Business Plan
    Financial Statement
    Stripe
    Finance & Accounting
    Xero
    Odoo
    Bookkeeping
    Balance Sheet
    Account Reconciliation
    Invoicing
    Accounts Receivable
    Accounts Payable
    Chart of Accounts
    Bank Reconciliation
    Intuit QuickBooks
  • $160 hourly
    Simon Brody of Brody Law provides the experienced support businesses need -- in the areas of Intellectual Property, Mergers and Acquisitions, Contract Review and Negotiation, Trademark, Copyright, Terms of Service, Privacy Policies and much more. Simon Brody is top-rated and well-reviewed on UpWork. Simon Brody's comprehensive, attentive, and accessible services are the reason many clients have chosen Brody Law to serve as their Outsourced General Counsel. Nationally and internationally -- developers, websites, online service providers, start-ups, businesses of all sizes -- depend on Simon and Brody Law LLC to meet their legal needs as-needed or on an on-going basis. Brody Law LLC routinely provides the following services: • Drafting of Service Agreements, Asset Purchase Agreements, Terms of Service, NDA, and other routine business documents. • Design and creation of legal policies, terms & conditions, licensing agreements for your app, website or online business • Contract review, red-lining, revision, and negotiation. Comprehensive contract management services. • Trademark registration and assistance with USPTO processes, responding to Trademark infringement demand letters. • Assistance in Copyright infringement matters, drafting or replying to cease & desist notices, or serving as DMCA agent. • Business formation, drafting By-Laws and Operating Agreements, recording transfers of shares and ownership interests. Inquire today regarding availability. • Drafting of reviewing Letters of Intent (LOI), assisting with Diligence process, reviewing or drafting Purchase Agreements (APA, SPA) and providing M&A support. • Providing legal support for Amazon Sellers.​
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Trademark
    Compliance
    Intellectual Property Law
    Copyright
    Trademark Consulting
    Legal Assistance
    The Missouri Bar
    Non-Disclosure Agreement
    Corporate Law
    Startup Consulting
    Contract Negotiation
    Contract Drafting
  • $225 hourly
    Greetings: I am a tenured financial professional/investment banker and former PWC CPA specializing in 506c/CF and private equity offerings. I am a veteran investment banker and private equity expert with over 25 years of experience. I have served at firms including Bear Stearns, Thomas Weisel Partners, and PaineWebber and headed the investment banking department of three boutique investment banks. I have a record of successfully executing over 250 investment banking transactions and raising more than $3 Billion in debt and equity financing, in addition to leading multiple M&A transactions. I have served as a trusted advisor to hundreds of C-level teams. I have authored countless offering memorandums and investor presentations and structured hundreds of private equity investments. I have worked closely with the country's top venture capital firms and presented my clients’ businesses and capital offerings to thousands of institutional and retail investors. I am also an expert at helping C-suite officers present their companies and their capital offerings to investors in a highly professional and compelling way. Having held a FINRA series 24, 7. 63, and 79 for over 15 years, I am intimately familiar with the rules and regulations pertaining to SEC and FINRA compliance. Early in my career, I also served for several years as a CPA at PricewaterhouseCoopers, an international accounting and consulting firm. I hold an MBA from Northwestern University and a bachelor’s degree in finance and accounting from the University of Iowa. I have spent my career assisting entrepreneurs and helping them to reach their goals. I look forward to helping you reach yours. Mark Finckle CAPITAL RAISING/INVESTMENT BANKING SKILLS: Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations CFO SKILLS: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization TECHNICAL SKILLS: Expert presenter & Public Speaker Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42, and other retail-focused POS Video Editing (Camtasia, et al, multiple technical YouTube videos online) TEFL Certification
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Analysis
    Sales
    Coaching
    Presentation Design
    Teaching
    Venture Capital Consulting
    Investment Banking
    Business Presentation
    Private Equity
    Employee Onboarding
    Startup Consulting
    Presentations
    Financial Planning
    Data Visualization
    Training
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for pitch decks, financial modeling build-outs, financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side/Your Side Always. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
  • $85 hourly
    A seasoned professional with more than 25-years of experience. During that time, I have worked on more than 90 M&A deal teams and have worked on dozens of management consulting assignments specializing in strategy, operations, and financial engineering - leading multiple restructurings in the Asia-Pacific region and have also been involved in several post-merger integration projects - many of which were global in scale. I was named to the Top 100 in Finance in 2020 and 2022 and my firm won the Acquisition International 2019 Award for Excellence in Corporate Valuations in the category of Best Mid-Market PE Investment Advisory Firm in New York the 2019 AI in Finance Awards, Wealth & Finance International in the category of Best Growth Potential Assessment Tool: Growth Opportunity Index™, and Corporate LiveWire’s 2020 Innovation & Excellence Award in the category of Growth Assessment Company of the Year. I have held management positions within Fortune 500 companies in the US and have led business units of ultra-growth companies in Asia-Pacific in excess of US $ 30 million and previously served as a senior consultant in the financial advisory practice of Mazars. I am also a member of the advisory councils of the McKinsey Quarterly, Harvard Business Review, Gerson Lehrman Group, and have I have assisted start-up companies, small businesses, family offices, sovereign wealth funds, and global 100 organizations by delivering: • Company Valuation • SBA Disaster Loans • Capital Raising (debt and equity) • Investment-grade Forecasting & Modelling • Mergers & Acquisitions (strategy & execution) • Company Valuation • Statistical Analysis • Research • Project Management • Financial Analysis (for tech companies, real estate developers and everything in between) • Due Diligence • Business Plans and Marketing Strategies • Management Consulting In addition, I have authored more than 1,000 articles and papers on a wide variety of topics including business, finance, and technology, among others - some of which were published on sites such as HuffPost. Specialties include providing end-to-end solutions to your toughest challenges, and I am seeking opportunities to add value for you and your business. I am a native English Speaker (US) and am fluent in MS Office (Excel, PowerPoint, Word, and Visio) as well as Adobe Photoshop & Contribute; using these competencies to develop high-quality content and reports. Management/Project Experience in: Growth | Process Improvement | Risk & Due Diligence | Ship Finance | Strategy | Structured Finance | Supply Chain Management | Turnarounds | Company Valuations
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    Business Planning & Strategy
    Executive Summary
    Initial Coin Offering
    SEO Writing
    Microsoft Excel
    Due Diligence
    Corporate Finance
    Microsoft Excel PowerPivot
    Business Valuation
    Business Plan
    Strategic Plan
  • $75 hourly
    My name is Alex. I have a strong background in private equity, due diligence, and corporate finance. My specialty areas include quantitative and qualitative research. I have also successfully led private placement efforts in the real estate space as well as optimizing real estate and business assets to reduce costs and boost cash flow. I now work as a consultant, and I'm here to boost my value creation for clients and help expand your business needs from strategy to basic operations and FP&A.
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Startup Consulting
    Financial Report
    Microsoft Excel
    Investment Research
    Business Management
    Acquisitions
    Business Presentation
    Due Diligence
    Private Equity
    Microsoft PowerPoint
    Asset Management
    Real Estate
    Business Development
    Finance & Accounting
  • $100 hourly
    I'm a Corporate Finance advisor, entrepreneur, and Teaching Assistant at a top-ranked university in Rome. I specialize in creating investor communication documents for start-ups, early-stage companies, and established firms. If you're a start-up or early-stage company looking to raise capital, you need a business plan, financial model, and pitch deck to attract investors. I can help you create a complete fundraising package or just one of these documents. As an experienced investor advisor and startup advisor, I've helped raise funds for over 150 projects in a variety of industries. My clients have successfully raised capital in SaaS, aircraft, building, crowdfunding, digital, energy, green energy, food and beverage, healthcare, beauty & wellness, real estate, media & cinema, retail and luxury, entertainment, Artificial Intelligence, EdTech, and tech. Creating a business plan typically takes 40 hours over 2 to 6 weeks, while a financial model takes approximately 20 hours over 2 to 4 weeks. I can create a pitch deck in 20 hours over 2 to 4 weeks. If you need a complete fundraising package, it typically takes around 50 hours over 4 to 6 weeks. If you're an established company looking to expand, enter new markets, find a financial partner, or sell or acquire a business, I can help you with due diligence, setting up operations, and creating investor communication documents. I've advised corporates in various industries, including aircraft, building, crowdfunding, digital, energy, food and beverage, financial services, renewable energy, green energy, ESG, healthcare, beauty & wellness, marketing, real estate, media & cinema, gaming and esports, retail and luxury, football, sport, entertainment, SaaS, Artificial Intelligence, EdTech, and tech.
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    Business Modeling
    Analytical Presentation
    Business Strategy
    Canva
    Business Valuation
    Company Valuation
    Graphic Design
    Business Analysis
    Business Plan
  • $395 hourly
    I am a Harvard Law School graduate, "big law" firm trained attorney with more than 28 years of experience, including working in-house for 14 years. I now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.
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    Licensing Agreement
    Legal Agreement
    Corporate Governance
    Legal Consulting
    Venture Capital
    Corporate Law
    Contract Law
    Legal Entity Structuring
    Startup Consulting
    Employment Law
    Limited Liability Company
    Contract Negotiation
    Stock Issuance
    Contract Drafting
  • $200 hourly
    Highly versatile, resourceful, results-driven professional of utmost integrity. Extensive experience helping businesses protect their interests and achieve their goals in good and challenging times. Specialties: Business planning, operational excellence, risk management and legal support for startup, growth and distressed companies in any industry. Also specialize in securing equity, debt and grant funding from commercial, government, institutional and private sources of funding, including crowdfunding and venture capital syndication. Fully bilingual: English and Spanish.
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    Bankruptcy
    Venture Capital
    Business Plan
    Startup Consulting
    Contract Law
    Corporate Law
    Business Coaching
    Business Modeling
    Business Intelligence
  • $20 hourly
    With a Chartered Accountant qualification and 5+ years of investment banking experience in top-tier Banks (Citi and Keynote), I have worked on transactions across various sectors wherein creating deal materials such as financial modelling, valuation, pitch decks, financial due diligence, business plans and research work happens to be my forte. I am a Chartered Accountant (from India) and CFA . In addition to my investment banking experience, I also have 1.5 years of experience in Financial due diligence working with Grant Thornton which has skilled me to be a good financial analyst too. For clients looking for monthly retainership agreements, I am fine to work with them for demo assignments to display my quality of work before signing up for long term contracts. 𝑺𝒆𝒓𝒗𝒊𝒄𝒆𝒔 𝑶𝒇𝒇𝒆𝒓𝒆𝒅: ✔️ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 (Specialized in Hedge Funds, Investment Funds, Venture Capital, Artificial Intelligence, Merger & Acquisition, ECommerce and Investment Banks) ✔️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 (Due Diligence, Equity Research, Credit Research, Industry Research) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 (Asset Valuation, Equity Valuation, Purchase Price Allocation, Fairness Opinion, 409A Valuation etc.) ✔️ Pitchdeck Preparation (CIM, Teasers) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧 (Market Analysis, Competitor Analysis, Cash Flow Liquidity Plan) ✔️ 𝐏𝐫𝐨 𝐅𝐨𝐫𝐦𝐚 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 (Statement of Financial Position/Balance Sheet, Statement of Profit and Loss, Statement of Cash Flow, Statement of Changes in Equity) ✔️ 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 (Financial Structuring, Credit Reports, Credit enhancement, Due Diligence and Closing Assistance)
    vsuc_fltilesrefresh_TrophyIcon Mergers & Acquisitions
    Financial Analysis & Valuation
    Market Research
    Presentations
    Graphic Design
    Business Plan
    Microsoft Excel
    Microsoft PowerPoint
    Pitch Deck
    Business Presentation
    Financial Modeling
    Pitchbook
    Real Estate Financial Modeling
    Business Valuation
    Financial Analysis
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