Hire the Best PitchBooks Freelancers
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I’ve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder. I think like an investor, structure like a consultant, write like a strategist, design like a pro. I work with VC, PE funds, startups and businesses of all stages on: 🔴 Sharpening and writing investor narratives that cut through the noise - pitch decks, memos, onepagers and investor materials 🔴 Design that is not decoration. It is hierarchy and intent, and a spark of magic ✨ - Branding, materials design, visual language My CORE PRINCIPLES in investor materials: - Sharp positioning, avoid generics. “Backing exceptional founders who drive innovation” 🤢 must go - Assume people don’t read, they scan. Cut text, use tight bullets, numbers, logos and highlights - Lead with traction, team track record, tangible insights. That is what actually sells My PROCESS: - Materials revision, discovery call with founders - Writing or refining content, iteration-review loops - Polish with professional design after content is set OR - Pitch deck review consultation with honest, practical feedback. Book in my profile 🔴 I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA. I can also lead your fundraising / investor relations if we align. About me: - founder at prophet.partners, investor relations studio - Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies) - Harvard University: Management in Innovation & Technology executive program - VC Lab: fundraising program for emerging VC fund managers Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more Let’s connect, I’d love to hear your story and see how I can add value.

Your Business Deserves a Winning Plan & Investor-Ready Pitch Deck — Let’s Make It Happen! Hi, I’m Scherita Vaughn 👋🏾 — a seasoned business strategist, financial consultant, and pitch deck specialist with over a decade of experience helping entrepreneurs secure funding and scale their ventures. With 400+ business plans and pitch decks created for over 200 startups across diverse industries, I bring clarity, strategy, and investor insight to every project. 🚀 Why a Business Plan & Pitch Deck Matter Whether you're pursuing investors, grants, SBA loans, or venture capital, your business needs: ✅ Investor-ready business plans ✅ Visually compelling pitch decks ✅ Market research & financial forecasting ✅ Clear growth strategies that stand out from the competition 🔥 Why Choose Me? Proven Results: Helped clients raise over $5 million through grants, loans, and private funding Global Expertise: Business plans approved by the US and UK governments for funding and grant applications Experienced Strategist: 400+ custom-built plans and decks tailored to specific industry needs Investor-Focused Approach: In-depth market research, competitive analysis, and clear financial projections After-Sale Support: I work with you until everything is pitch-perfect — your satisfaction comes first 🌍 Industries I’ve Worked With 💻 SaaS & Tech 💳 FinTech 🪙 Cryptocurrency 👗 Fashion & Apparel 🍽️ Restaurants & Food Trucks 🏨 Hospitality & Real Estate 🏭 Manufacturing 🛍️ Retail & E-Commerce 🏥 Healthcare & Insurance 🛠️ Service-Based Startups ❤️ Nonprofits & Social Enterprises 🚚 Trucking & Transportation 🌱 Cannabis & Agriculture If your industry isn’t listed, chances are I’ve still worked in it! 📌 What’s Included 📄 Business Plan Executive Summary Company Overview Market & Industry Analysis Go-to-Market & Marketing Strategy Financial Projections (3–5 years) Competitive Edge & SWOT Analysis Professional charts, visuals, and formatting 🎨 Pitch Deck Clear, concise slide structure Beautiful, branded design Engaging market insights and positioning Key growth metrics & financial data Persuasive storytelling tailored to investors 📁 Delivered in PDF, Word, and PowerPoint formats—complete with visuals, spreadsheets, and easy-to-digest data. 💬 What Clients Say ⭐️⭐️⭐️⭐️⭐️ "Scherita masterfully transformed our vision into a polished, investor-ready pitch deck and business plan. Her ability to simplify complex financials and tell a compelling story made a big impact. Highly recommended!" ⭐️⭐️⭐️⭐️⭐️ "I couldn’t have asked for a better presentation. Punctual, knowledgeable, and professional—Scherita delivered exactly what we needed." ⭐️⭐️⭐️⭐️⭐️ "Her branding and storytelling expertise brought our business to life. The attention to detail, market research, and financial modeling were exceptional. A seamless experience from start to finish." Ready to Build Something Big? I know what investors, lenders, and grant funders look for — and I’ll help you deliver exactly that. 📩 Let’s connect! Message me to discuss your business goals and how I can support you. 🔹 Quick responses & clear communication guaranteed 🔹 Click “Invite to Job” and tell me more about your project 💡 Let’s bring your vision to life — together.

Featured in The Wall Street Journal, Entrepreneur and Nutrition Business Journal. CFA Charterholder. Worked with companies such as Jefferies, Bank of America, Saputo, Hormel, Humble Brands, TestingMom, Ancient Harvest-Pamela's, Aerflo, Uncaged, Mondra & Bute Island Foods. Have executed $300M+ in deal value and capital raises, reviewed 1,000+ pitch decks, and deployed ~$20M in invested capital. Are you raising capital? Thinking about funding your next round of growth? Need to communicate your value clearly to your board or investors? My goal is to help you close your round faster, at better terms, with materials that move investors from "interested" to "yes." My name is Bakley, and as a CFA Charterholder and fractional CFO I help founders and operators raise capital, forecast their financials, and run sharper investor relations — combining traditional capital markets expertise with AI-powered workflows that make the whole process faster, more thorough, and more responsive than working with a traditional advisor. Here are the areas I cover: ✔️ Fundraising strategy & guidance to maximize your raise ✔️ High-converting pitch decks that move you into the next phase of diligence — and ultimately get you the money ✔️ Targeted investor & backer databases for outreach ✔️ Financial models, forecasts, and KPI dashboards that drive investor interest ✔️ AI Automation for Finance & IR Workflows I can help you with your raise — from positioning and narrative through model build, investor outreach strategy, diligence support, and post-close investor reporting. Here are a few things I've done for past clients: 1) Raised over $300M in client capital 2) Awarded best-in-class for financial modeling 3) Drove 50% revenue growth and 1,000 bp margin improvement at a TestingMom 4) Automated 90% of recurring financial reporting and IR processes Technologies & Tools - Claude & Anthropic API (AI / natural language processing) - n8n (workflow automation) - Airtable (investor CRM & data ops) - Microsoft Power BI (dashboards & investor reporting) - Microsoft Excel & Google Sheets (financial modeling) - QuickBooks (accounting & reporting integration) - Microsoft PowerPoint & Google Slides (pitch decks & investor materials) Send me a message and let's talk about your raise.

Most financial models and business plans fail when assumptions can’t survive questions. I build financial models, business plans, and pitch decks designed to hold up under investor, lender, and internal review. I work with founders and leadership teams who need more than a spreadsheet or a generic narrative. My focus is on clarity, structure, and defensibility ensuring that strategy, market realities, and financial performance are aligned and easy to understand. My work integrates financial modeling with credible market research, competitive analysis, and realistic operating assumptions. I translate complex inputs into clear, well-organized materials that allow stakeholders to quickly grasp the opportunity, the risks, and the path forward. My experience spans CFO-level financial planning, scenario modeling, cash flow forecasting, and investor-facing analysis across multiple industries and company stages. I am comfortable working with incomplete information, pressure-testing assumptions, and refining models and narratives as clarity improves. Clients typically engage me to: ⬩ Build decision-ready financial models for fundraising, lending, and internal planning ⬩ Develop comprehensive business plans supported by market and competitive research ⬩ Create pitch decks that clearly communicate vision, strategy, and financial reality ⬩ Validate assumptions around growth, costs, timing, scalability, and risk ⬩ Prepare materials that can withstand investor, lender, and board-level scrutiny I place particular emphasis on sustainability and scalability. Growth initiatives are modeled alongside their cost, cash flow, and execution implications, with contingencies and downside scenarios clearly articulated. My work style is collaborative, structured, and detail oriented. I document assumptions clearly, explain financial drivers in plain language, and deliver materials that are professional, concise, and easy to defend. If you are preparing for a capital raise, lender review, board presentation, or internal decision and need financial models, business plans, or pitch decks that hold up under real scrutiny, I’m happy to discuss your project.

Hello, I am no longer on UpWork accepting roles. Thank you to all past clients who entrusted me with their projects

Need a sharp, CFA-level financial modeler to help you raise capital, forecast growth, and make smarter financial and investment decisions? You’re in the right place. I’m a performance-driven Finance professional with 10+ years of experience in financial modeling, forecasting, FP&A, budgeting, valuation, and corporate finance — helping founders, investors, and executive teams turn data into decisions that drive real results. With a background spanning Oil & Gas, SaaS, Manufacturing, Construction, Real Estate, and Asset Management ($1B+ AUM), I combine deep accounting and analytical expertise (IFRS, financial statements, ERP systems) with strategic financial leadership to deliver actionable insights, precise models, and decision-ready reports. ⚙️ What I Do I build clear, dynamic, and investor-ready financial models and reporting systems that help you take control of your numbers and plan with confidence: ✅ 3-Statement Financial Modeling — Integrated P&L, Balance Sheet & Cash Flow with charts, ratios, and scenario testing ✅ Valuation & Investment Models — DCF, IRR, NPV, payback, comps, and capital budgeting analysis ✅ FP&A & Budgeting Systems — Forecasting, cost optimization, and variance tracking dashboards ✅ Cash Flow Forecasting — Weekly, monthly, and 13-week rolling models for liquidity and runway planning ✅ KPI & Performance Dashboards — LTV/CAC, ROI, burn rate, margin tracking in Excel or Google Sheets ✅ Cap Table & Equity Modeling — Ownership dilution, fundraising scenarios, LP/GP waterfalls ✅ Scenario & Sensitivity Analysis — Base, bear, and bull cases to guide confident decision-making ✅ Management & IFRS Reporting — Investor, board, and audit-ready financial packages 🧠 Why Clients Hire Me ✔️ Strategic + Technical: I bridge accounting precision with investor-grade financial storytelling ✔️ Flexible & Scalable: Tailored solutions for startups, SMEs, and established enterprises ✔️ Industry Versatility: From SaaS and AI startups to multi-branch manufacturing and real estate firms ✔️ Proven Impact: Built dashboards that cut overhead by 20%, shortened month-end closes from 7 days to 5 hours, and helped clients avoid cash crunches months in advance 🌎 Industries I Serve SaaS, Tech & eCommerce Manufacturing & Construction Real Estate & Investment Firms Healthcare & Private Practices Traditional & Alternative Investments 📊 Results You Can Expect Accurate forecasts that attract investors and lenders Data-driven insights that optimize growth and profitability Clean, automated models that simplify complex decisions Financial clarity that lets you run your business like a CFO 📩 Let’s Talk If you’re looking for a trusted financial partner to help you understand your numbers, build investor-ready financial models, or take control of your financial strategy — send me a quick message. I’ll tell you exactly how I can help or point you in the right direction.