Hire the best PitchBooks Freelancers in New York, NY

Check out PitchBooks Freelancers in New York, NY with the skills you need for your next job.
Clients rate PitchBooks professionals
Rating is 4.9 out of 5.
4.9/5
based on 133 client reviews
  • $30 hourly
    Portfolio: aititu.myportfolio.com I am a NYC based Art Director/Graphic Designer with over 10 years of experience in advertising and marketing. I specialize in developing and implementing targeted, design solutions for clients, which include high-quality print and digital ads, email campaigns, social media graphics, flyers, sale sheets, web graphics, animated gifs, branding & logos, billboards, brochures, banners, and pitch decks. My client base include real-estate, retail, fashion, and non-profit organizations.
    Featured Skill PitchBooks
    Branding & Marketing
    Business Presentation
    Microsoft Word
    Corporate Communications
    Branding
    Pitchbook
    Banner
    Adobe Photoshop
    Adobe InDesign
    Marketing
    Presentation Design
    Adobe Illustrator
    Art Direction
    Brochure
    Retail & Consumer Goods
  • $50 hourly
    I'm an NYC-based jack of all trades business analyst, well-versed in financial analysis, strategy and corporate development. I'm here to help build your presentation decks, keep you organized, and be your go-to! I'm new to Upwork so please bear with me as I get my profile up and running. I look forward to working with you!
    Featured Skill PitchBooks
    Crowdfunding
    Business Writing
    Pitchbook
    Business Presentation
    Presentations
    PPTX
    Market Analysis
    Financial Writing
    Presentation Design
    Microsoft Excel
    Fundraising
    Business Development
    Strategy
    Business Plan
  • $175 hourly
    I'm a down - to - earth, expert - vetted (Top 1%) freelance consultant, who is driven, reliable, resourceful and looking to collaborate with like - minded people to help build their business. I've done so on three different occasions - a direct to consumer (DTC) e-commerce subscription based athletic apparel company, a mobile app financial technology venture and a consulting practice. I also served as the Chief Executive Officer of AgentLoop, an investor backed global PropTech company on a path to reimagine the real estate home buying experience. On the consulting side, I've contributed in business planning for multiple AI enabled Fintech startups, capital raising for multiple e - commerce businesses, planning dual social enterprise fashion brands, applied research within a sustainability consortium of fashion industry CEO's incubating and launching market based large scale solutions, establishing a historic setting higher education institution in SoHo, New York City, ideating and planning dual sided marketplaces, undertaking market research for well - known digital music streaming services, planning and constructing capital raising documents for cannabis industry innovators , and the list goes on. My consulting practice focuses on the following services - ✅ Source partners ✅ Create fundable business plans ✅ Ideate, design and construct pitch decks ✅ Build financial models ✅ Capital acquisition strategy ✅ Undertake business development activities The process of ideating and constructing business plans and pitch decks was cultivated internally through collaboration with prominent Pre-Seed, Seed, and Series A investors based in both NYC and Silicon Valley. These documents, which bear a strong brand identity and an appealing aesthetic, effectively convey the precise information investors seek in a compelling narrative format. My clients have secured funding from a diverse array of sources, including individual private investors, global private investment syndicates, lenders approved by the Small Business Administration (SBA), traditional banks, alternative funding institutions, top-tier venture capital firms, private equity funds, and support from friends and family. I like to enjoy working with people, as a result, please work with me if - ✅ You want a premium product ✅ You want prompt quality service ✅ You want respectful and courteous treatment ✅ You are engaged and responsive ✅ You understand it takes a thoughtful approach to develop a quality deliverable We move fast and are mindful of time, so the approximate timeline to complete project deliverables - ✅ Pitch deck - 2 wks. ✅ Financial model - 2 wks. ✅ Business plan & financial model - 4 wks. ✅ Business plan, financial model, pitch deck, data room, target investor list - 6 wks. Some client testimonials: ✅ "I can't thank Carlos enough! His level of support and engagement to understand and deliver on my team's needs are beyond appreciated. His level of expertise is evident through the advisement provided on various projects that he consistently delivers on in a timely manner. I appreciate him for extending his availability on short notice when needed to progress phases of the project. I'll definitely continue to leverage him for future needs. Thank you Carlos!!" ✅ "Carlos helped us secure our first SBA loan and did it with high diligence and expertise. I would highly recommend his loan expertise to any SBA newcomers or veterans who are unable to oversee the lengthy process of an SBA loan." ✅ “Carlos has completed a variety of projects for me each with differing degrees of complexity. He's exceeded my expectations on each and continually been available for the next milestone. Highly recommend him and looking forward to working with him again." Finally, I am a graduate of Marquette University with an International Business and Marketing degree, a Master’s of Business Administration (MBA) from The University of Wisconsin-Madison, financial planning education from Northwestern University and successfully completed the Certified Financial Planning designation examination requirement. I've also served on a number of non - profit boards and city commissions. Prior to my entrepreneurial adventures I graduated the mid - market investment bank Robert W. Baird’s Private Wealth Management leadership rotational development program, where I became a private wealth consultant serving as in - house financial planner and lead business development executive in a $250M book of business, driving asset gathering through the development of cross border investment networks. Baird has been consistently ranked Top 20 on Fortune Magazine's 100 Best Companies To work For. As a hobby, I practice Mixed Martial Arts (Boxing, Muay Thai and Grappling), invest a private cryptocurrency fund (30X since inception), spend time with my little Maltese/Shit - Zu named Marco and travel the world. I am fluent in English and Spanish. Look forward to working with you.
    Featured Skill PitchBooks
    Business Planning & Strategy
    Management Consulting
    Marketing Strategy
    Business Strategy
    Business Plan
    Pitchbook
    Investor Overview
    Venture Capital Consulting
    Business Development
    Business Presentation
    Business Consulting
    Market Research
  • $100 hourly
    "Expert Vetted" status on Upwork (Top 1%): Former Monitor Deloitte Consulting and Booz Allen strategy practices, Credit Suisse investment banking, TIAA, and CIA, with Wharton MBA. Clients Include: ADP, Boeing, SAP, Calvin Klein, United Rentals, PGA, UPenn, Station Casinos, numerous PE firms, startups, U.S. Dept. of Defense, Gov't of Canada, Kingdom of Saudi Arabia, and many more In my primary roles, I help clients develop strategies for growth, strategic planning, M&A, restructuring, analytics, cost reduction, customer segmentation and analysis, change management, and program management, as well as facilitate meetings and workshops, including a sub-specialty in higher education and sports. On the side (here on Upwork), I also help clients develop presentations, pitch decks, reports, data analysis, and marketing materials for their leaders and executives to win funding and resources, present to their customers, and create templates for presentation decks that their teams can use going forward. Before starting my own firm, I consulted in the Strategy practices at Monitor Deloitte and Booz Allen, advising a mix of corporate, start-up, public sector, and nonprofit clients, as well as with the in-house Corporate Strategy & Development team at TIAA. In addition to my strategy work, I have developed both leadership development programs and workplace flexibility programs that improve morale and retention, while also improving performance and bottom line financial results. Having been both an external consultant, as well as an internal buyer of consulting services, I know how to deliver exactly what you need to be successful. I also understand entrepreneurs, having founded my own adventure travel business, as well as my current boutique firm. Prior to my consulting career, I was an officer with the CIA, and an investment banker at Credit Suisse. Additionally, I co-host podcast episodes and call-in shows through the Voice of College Football community, and provide insight and advice to clients and media about college sports and the business strategy of its institutions. For free insights and data, check out @TJAltimore on Twitter. While based in New York City and South Florida, I can easily travel to client sites, or work fully remotely. Reach out anytime and let's chat about how I can help!
    Featured Skill PitchBooks
    Program Management
    Growth Hacking
    Presentation Slide
    PowerPoint Presentation
    Brand Identity & Guidelines
    Business Consulting
    Competitive Analysis
    Presentations
    Pitchbook
    Pitch Deck
    Management Consulting
    Business Analysis
    Infographic
    Data Visualization
    Presentation Design
    Microsoft PowerPoint
    Strategic Plan
  • $50 hourly
    I graduated from the University of Southern California majoring in Mathematics and Economics with a 3.9 GPA. I also completed an honors English curriculum specializing in literature and writing. In college, I helped the management of a hedge fund, consulted for nonprofit clients, and engaged in voter registration. All these experiences lead up to making me an effective and understanding worker. I am also incredibly passionate about helping others, having worked for a nonprofit organization to teach students in underprivileged areas. In high school, I lead a tutoring program that helped special needs students and found that experience to be rewarding as well. I scored 1550/1600 on the SAT and 1500/1520 on the PSAT, becoming a National Merit Scholar and securing the Presidential Scholarship at USC, earning a half-tuition merit scholarship. I am a dedicated, hardworking, and understanding person that brings fun and excitement to every project I take on! Please do not hesitate to reach out to me for any further inquiries.
    Featured Skill PitchBooks
    Conduct Research
    Market Research
    Microsoft Office
    Office Design
    Business Modeling
    Human Resource Management
    Python
    Economics
    Linear Regression
    Finance
    Data Science
    Pitchbook
    PPTX
    Business Presentation
    Presentation Design
  • $165 hourly
    Bulge Bracket and Boutique Investment Bank & Silicon Valley veteran, with a track record of working with Series A to Series-C growth companies typically backed by one or two financial sponsors. We offer top-tier investor pitch critique and targeted, highly curated investor profiles with full contact details. We don't build pitch decks from scratch but advise on building an intriguing story line that will generate investor diligence process beyond just one meeting. We have extensive background in technology and consumer across: Enterprise Software, Semiconductors, Cloud Computing, Mobility, Agtech, Industrial Technology and Consumer (Food & Beverage). With a unique blend of deep fund-raising history insight and investor interaction, we specialize in preparing the entrepreneur to execute a successful investor outreach campaign. We will build out a targeted investor outreach program across: venture, PE, growth capital, corporate venture arm, corporate strategic, family office and large investment pools that are under the radar. With three decades of financial advisory experience, my partners & I have built a deep network of relationships spanning The Americas, Europe and Asia. We do take on private placement assignments beyond the prep work. Typical fee structure is monthly retainer and success fee, sometimes we will suggest warrants in lieu of cash fees.
    Featured Skill PitchBooks
    Business Analysis
    Business Development
    Investor Roadshow
    Investor List
    Financial Analysis & Valuation
    Financial Writing
    Sales Presentation
    Presentation Design
    Pitchbook
    Private Equity
    Joint Venture
    Venture Capital
    Business Services
  • $25 hourly
    With a Bachelor of Science in Computer Science and over 16 years of experience, I am dedicated to delivering high-quality solutions in product design, development, project management, website development, branding, business strategy, digital marketing, and artificial intelligence. My work spans across industries, from Fortune 500 companies like Opera and Github to innovative startups and enterprises, including Newton X. - My Strengths & Skills: 1. Product Design & Development: I excel in creating user-centric designs that drive engagement and satisfaction. I bring ideas to life with precision and creativity, ensuring each product is tailored to meet business goals. 2. Project Management: With a solid track record in managing complex projects, I ensure timely delivery and adherence to budgets while maintaining the highest quality standards. 3. Digital Marketing & Business Strategy: I develop data-driven strategies that elevate brands and drive growth, leveraging my deep understanding of market trends and consumer behavior. 4. Artificial Intelligence: My expertise in AI allows me to integrate cutting-edge technology into solutions that enhance business operations and decision-making. 5. Website & Mobile App Development: From concept to launch, I build responsive and intuitive websites and apps that provide exceptional user experiences. 6. Branding: I craft compelling brand identities that resonate with target audiences and create lasting impressions. - Key Projects & Accomplishments: 1. Successfully led the development of innovative product discovery solutions for businesses, resulting in improved user engagement and increased revenue. 2. Played a pivotal role in the growth and stability of LANFarms, a pioneering startup, through strategic leadership and technology implementation. 3. Spearheaded the integration of AI in educational technology, contributing to significant advancements in the field and influencing global research. What I Offer: I am committed to understanding your unique needs and providing solutions that not only meet but exceed your expectations. My approach is rooted in respect, value, quality, ethics, deadlines, and clear communication. Whether you're looking to launch a new product, enhance your brand, or streamline your business operations, I am here to help you achieve your goals. Let’s Connect: I am passionate about sharing my expertise and helping businesses succeed. Feel free to contact me, and let's start a conversation about how I can contribute to your project’s success.
    Featured Skill PitchBooks
    Mobile App
    Startup Company
    Pitchbook
    Business Consulting
    Financial Analysis
    Business Development
    Writing
    Copywriting
    Content Management System
    Blockchain, NFT & Cryptocurrency
    Educational Leadership
    WordPress
    Digital Marketing
    Branding
    Tech & IT
  • $15 hourly
    My name is Azfer Zaidi, and I've been designing Pitchdeck presentations for almost 5 years. I specialize in creating captivating visuals that engage and persuade. I'm passionate about using effective presentations to make businesses stand out. I understand the importance of a well-designed presentation in effectively communicating your ideas and showcasing your brand. That's why I work closely with you to create custom presentations that align with your goals and objectives, ensuring that you stand out from the competition. My dedication to quality and client happiness is unparalleled. I'm dedicated about consistently outperforming the expectations of my clients and providing excellent results. My services are customized to match your specific needs, whether you're a veteran executive or a small business owner. To experience the power of compelling design and to advance your presentations, get in touch with me right away.
    Featured Skill PitchBooks
    Pitchbook
    Presentations
    Pitch Deck
    Sales Presentation
    Business Presentation
    Presentation Design
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