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  4. (Current) Portfolio Performance Modeling Specialists
  • $139 hourly

    • 5.0/5
    • (16 jobs)
    I am a highly experienced senior leader with over two decades of expertise in financial and quantitative modeling, investment banking, and portfolio management. I am well-positioned to provide exceptional financial and investment freelancing and consulting services. My extensive track record of delivering successful outcomes on diverse and challenging projects for banks, pension funds, and asset managers is a testament to my capabilities. Skills: Financial Modeling Excel VBA Forecasting Simulations Projections Investments Portfolio Management Derivatives Structured Products Pricing Real Estate Private Equity Experience: Investment Banking Portfolio Management Financial Modeling Consulting Testimonials: "Jose was responsive, thoughtful, kind, and very qualified. I highly recommend working with him." "Jose did an amazing job. He was focused and dedicated from the very beginning." "I was so happy that Jose was able to support me excellently with my request. He was available very quickly and had a solution to all concerns and questions." "His skills and expertise in the lending industry gave us leverage and made our business more flexible." "Phenomenal work! Jose is an exceptional freelancer with in-depth knowledge and masterful skills." Let's work together to achieve your goals and drive success for your organization.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Projection
    Microsoft Excel
    Derivatives Trading
    Portfolio Management
    Investment Portfolio Review
    Investment Strategy
    Investment Research
    Financial Risk
    Financial Analysis
    Business Modeling
    Risk Analysis
    Financial Consulting
    Real Estate Financial Modeling
    Financial Modeling
  • $30 hourly

    • 4.7/5
    • (73 jobs)
    Detail-oriented real estate analyst, underwriter, and finance writer with an Engineering degree from Purdue University and an MBA from Babson College. I have lived and worked in the US, China, and India, and bring with me an international perspective and high working standards. My real estate experience includes: - US multifamily real estate underwriting - US commercial (NNN/FSG/MG leases) real estate underwriting - US self storage real estate underwriting - Performing comps analysis, - Creating business plans for value-adds - Analyzing Other Income opportunities - Waterfall, Promote Interest, Preferred Returns - Financial Modeling - Debt (agency vs private, fixed vs variable rates, using forward curves) - Making appraisal reports I am familiar with analyzing rent rolls, offering memorandums, T12s, etc. I have also extensively used redIQ (including valuationIQ and model generation), YardiMatrix, CoStar, Stortrack, and MS Excel including advanced functions for dynamic financial modeling. Working as a real estate analyst, I have developed a solid understanding of real estate partnership structures including promoted interest, catch-up, clawbacks, and various waterfall models. I can also model waterfall structures in Excel. As an analyst, I can create investor memos, investor presentations, and content for offering memorandums. My writing experience includes delivering articles for clients who have published them on - SeekingAlpha - Blogs - Newsletters - Fund websites - Crypto Platforms. My other past work experience includes: - Writing about ESG Investing & Impact Investing - Equity research and technical analysis - Putting together investor presentations - Investment/financial analysis work - Embedding keywords and other SEO elements like meta title, description, etc. My passion for investing, my experience in working with Excel, and my interest in the financial markets has led me to do backtesting projects and portfolio analysis work. I have also used Python for collecting stock data and doing portfolio analysis, including Markowitz efficient frontier curve and portfolio stock correlation analysis. I am passionate about Technical Analysis using trendlines, chart patterns, support and resistance study, moving averages, and other price action analysis tools. I can also work on Reuters terminal, Capital IQ.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Microsoft Word
    Equity Research
    Microsoft Excel
    Technical Analysis
    Financial Modeling
    Real Estate Financial Modeling
    Internet Marketing
    Data Entry
    VLOOKUP
    Investment Strategy
    Investment Research
    Writing
    Financial Analysis
  • $150 hourly

    • 5.0/5
    • (68 jobs)
    Investment consultant with nearly 20 years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *CEO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Visual Basic for Applications
    Investment Research
    Investment Strategy
    Chartered Financial Analyst
    Portfolio Management
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $85 hourly

    • 5.0/5
    • (142 jobs)
    Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales with over 58,000 units during 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications including construction loans, tax exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Real Estate
    Construction
    Real Estate
    Financial Presentation
    Valuation
    Real Estate & Construction
    Real Estate Acquisition
    Financial Analysis
    Microsoft Word
    Microsoft Excel
  • $125 hourly

    • 5.0/5
    • (96 jobs)
    ABOUT ME: - 25 years of professional experience - MBA Finance / Real estate financial modeling / Pitch decks - Civil engineer / Real estate development / Feasibility studies Welcome to my profile! I am a finance professional with a civil engineering background and 20 years of experience in Corporate Finance, Investment Analysis, and Real Estate Development. Here on Upwork, I am focusing on the following: - Helping developers structure their projects to attract investors - Assist investors with market analysis and real estate acquisitions Also, I have worked in a broad range of industries such as railroad, engineering design, mass media and information, mining, reforestation, and civil engineering construction. I possess strong written and verbal communication skills with a high degree of work ethic and commitment. I look forward to working with you. . Best regards, Leo
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Quantitative Analysis
    Corporate Finance
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Real Estate Investment Assistance
    Financial Modeling
    Cash Flow Analysis
    Cash Flow Modeling
    Real Estate
    Financial Analysis
    Pitchbook
    Commercial Lease
    Construction Estimating
    Construction Management
  • $20 hourly

    • 4.9/5
    • (38 jobs)
    A disciplined & self-driven professional accountant with creative, objective & problem solving approach. My experience and skills include the following: ● Diverse experience of reorganization, restructuring, startups & new ventures. ● Conducted variety of SWOT, PESTEL, due diligence, financial/non-financial/Legal reviews & wrote multiple related reports. ● Wrote comprehensive business review reports & business plans along with making detailed financial models. ● Experience of acquisition, merger, JV, liquidation, project financing, infrastructure financing, investment appraisal, valuation, bid analysis. ● Carried out Multi-level consolidations for management pack, audit, budget, projection & segment reporting. ● Experienced in performance reporting, KPI writing, cyclic meetings, operational reviews & data mining. ● Experienced in SAP, Oracle R12, EnY Sidat Hyder ERP system, in-house ERPs, hospital management systems & multiple ERP implementations. ● Carried out different functions in tendering process, RFPs & Group insurance policy management. ● Skilled in management of finance, accounting, treasury, costing, auditing, taxation, SOPs & operations. ● Expericed Analyst of Global Equity, Commodity and Derivative markets with trading experience.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Writing
    Accounting
    Valuation
    Financial Reporting
    Marketing Data Analytics
    Writing
    Budget Management
    Data Analysis
    Business Intelligence
  • $350 hourly

    • 5.0/5
    • (12 jobs)
    Analytical real estate finance professional with 15+ years experience creating value through diverse, innovative investment and asset management strategies for both institutional and non-institutional investors. Proven asset and portfolio management capabilities and responsive relationship management skills contribute to positive outcomes at property- and portfolio-level. Strategic thinker with ability to articulate complex investment structures and strategies to investors through both written and verbal communications.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Valuation
    Portfolio Management
    Asset Management
    Financial Modeling
    Real Estate Financial Modeling
    Real Estate Investment Assistance
    Investment Research
    Real Estate
    Microsoft Excel
  • $250 hourly

    • 5.0/5
    • (120 jobs)
    ABOUT: 📰Featured in NASDAQ, CNBC, Business Insider, Yahoo Finance, Benzinga, Digiday, and International Business Times 🗺️Visual Capitalist Contributor 🔝1% of Global Talent on Upwork in Business Intelligence & Data Visualization as an Expert-Vetted Program Talent Member 👩‍💼 Founder of Omni Business Intelligence Solutions ("OBIS") ❌ EX-PwC (Financial Audits & Technology Consulting) 🧐 To learn more, please review the portfolio and client reviews section of my profile. CERTIFICATIONS: ✔️MIT Certified in Machine Learning and Artificial Intelligence ✔️NASBA Certified Public Accountant (NYS) ✔️Tableau Desktop Specialist ✔️PowerBi | Power Apps | Power Automate ✔️Adobe Analytics ✔️RapidMiner Machine Learning Professional ✔️Adobe Experience Platform - Real-time Customer Data Platform (CDP) ✔️Alteryx Advanced Certification ✔️Google Analytics, Ads, Google Tag Manager & Looker Studio ✔️ACFE Certified Fraud Examiner EXPERIENCE & SKILLS: 📊📈🕵🏻‍♀️ Data Visualization, Data Analysis, Machine Learning, Generative AI, Artificial Intelligence in Data Science, Natural Language Processing (NLP), Text Mining, Sentiment Analysis, Entity Recognition, Topic Modeling, Chatbots Development, ChatGPT, OpenAI APIs, Tableau, PowerBI, Looker Studio, Google Analytics, Google BigQuery, Supermetrics, Power Automate, Management Consulting, Alteryx, Python Programming, R Programming, ETL (Extract, Transform, Load), Data Mining, SAS, SPSS, AWS, Azure Machine Learning Studio, Cloud Data Management, Database Administration, CRM Analytics, Social Media Analytics, Time Series Analysis, A/B Testing, Data Governance, Data Privacy Regulations (like GDPR, CCPA), Project Management, Agile/Scrum, Stakeholder Management, Financial Analysis, Financial Forecasting, Budgeting, Cost Accounting, Financial Modeling, Certified Public Accountant (CPA), Auditing, Internal Controls, GAAP Standards, IFRS Standards, QuickBooks, Xero, Financial Statement Analysis, Variance Analysis, Cost Variance Analysis, SAP Financial, Oracle Financials, Revenue Recognition, Tax Accounting, Cash Flow Analysis, Risk Assessment, Risk Management.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Machine Learning
    RapidMiner
    Artificial Intelligence
    Forecasting
    Financial Reporting
    Marketing Data Analytics
    Supermetrics
    Visualization
    Presentation Design
    Dashboard
    Microsoft Power BI
    Looker Studio
    Tableau
  • $80 hourly

    • 5.0/5
    • (27 jobs)
    M&A professional and LSE Graduate, experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modelling, closing items, pitch books), or business plan creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Mergers & Acquisitions
    Business Consulting
    Modeling
    Investment Research
    Acquisitions
    Financial Modeling
    Microsoft PowerPoint
    Private Equity
    Sourcing
    Market Research
    Microsoft Excel
    Data Analysis
  • $30 hourly

    • 4.7/5
    • (187 jobs)
    I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 50 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 14 years of experience in corporate finance and advisory.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Pro Forma Statement
    Financial Projection
    Due Diligence
    Cash Flow Modeling
    Investor Overview
    MS Excel
    Chartered Financial Analyst
    Business Writing
    Accounting Basics
    Investment Strategy
    Business Valuation
    Investment Research
    Cost Accounting
    Accounts Payable Management
    Investment Banking
  • $90 hourly

    • 5.0/5
    • (379 jobs)
    I'm an engineer who's been working with spreadsheets for over 40 years, creating a wide variety of Excel files, both for engineering work, and also for other projects (such as tax records, business data processing, payroll records, quotations / estimates, stock analysis, church recordkeeping, etc.). I've completed over 1000 different Excel projects for over 300 different clients, in the USA and around the world. My strengths are spreadsheet structure, complex formulas, and VBA macros. Whether you need a complex macro-enabled spreadsheet to automate data processing, or a simple one, I can deliver. NOTE that I work in Excel (for Windows). I do NOT work with Google Sheets or Excel for Mac, since I have found both of those platforms to have some significant incompatibilities with Excel for Windows. Also NOTE that my high number of open contracts is due to many of my clients leaving our Upwork contract open perpetually, so they can come back to me for additional projects. Also note that I have recently closed a number of these long-term (2+ years) open contracts, resulting in a number of "No feedback given" entries in my Job History. These were all satisfied, long-term clients (whom I am now working for directly); there is no feedback because the contracts were closed by me, rather than by the client.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Spreadsheet Software
    Data Structure
    Data Processing
    Data Migration
    Data Extraction
    Data Cleaning
    Data Analysis
    Financial Analysis
    Macro Programming
    Spreadsheet Macros
    Spreadsheet Skills
    Visual Basic
    Macros
    Excel VBA
    Microsoft Excel
  • $50 hourly

    • 4.9/5
    • (35 jobs)
    Reach out to me to analyze your data, create insightful & interactive visualizations, identify hidden patterns, read, load, clean, wrangle data with Python, Tableau, looker Studio, Google Big Query, Excel, Spreadsheets & R from various sources. I constantly seek value & insight from Data not only to satisfy customers but also to make informed decisions and stay ahead of the competition. For a reasonable fee, I provide my clients with unlimited support, clear explanations, well-documented codes, and actionable insights. I develop innovative analytical tools and techniques. My research papers and work experience on economics, statistics, stock market & portfolio optimization, credit-risk modeling, marketing analytics, SEO, machine learning classification, marketing budget optimization, healthcare, and data science/analysis are systematically accepted by leading peer-reviewed journals. My skills include machine learning, marketing analytics, data story telling, financial risk modeling and assessment. My main programming and query languages are Python MySQL/SQL, Google Big Query & R. My BI tools include Tableau & Looker Studio. I can tell beautiful stories with dashboards and data visualization, stories that will not only optimize production costs but also help in gaining competitive and comparative advantage. Importantly, I have skills in math and statistics essential to understand processes behind code and interpret outcomes from it. I have done my MBA with a focus on management, which means I'll be much more result-driven, but most importantly, putting customers & employers satisfaction at the heart of every data processing, analyzing, visualizing, and communicating. While minding the limited resources available to every organization, I'll always tell the most beautiful stories through data. I have worked as a Data analyst and financial consultant with day traders for years, helping them choose the right assets to make up a less risky portfolio with potentially high returns. Also, I have worked with an insurance company for a year as a data analyst. Thus, I understand finance from theoretical and practical sides and can apply code to analyze vast amounts of financial or other data efficiently. Considering my experience and domain knowledge in digital marketing (SEO, CTR, CLV, PPC, CRO, funnel optimization), marketing analytics, process optimization, and other business areas, I will focus on understanding your business goals and implementing solutions to make them come true. My skills include: ✔️ Data Science ✔️ Machine Learning ✔️ Deep Learning ✔️Marketing Analytics ✔️ Digital Marketing ✔️ SEO ✔️ RFM analysis ✔️ Interactive Visualizations/Dashboards ✔️ Descriptive statistics ✔️Inferential statistics (z-tests, t-tests, ANOVA, etc.) ✔️ Data Engineering ✔️ Python, R, SQL, Tableau ✔️ Google Data Studio, Google BigQuery ✔️ IBM Cognos, IBM Db2 ✔️ Computer Vision ✔️ Natural Language Processing NLP ✔️ CNN ✔️ Risk modeling (ARCH & GARCH, AR, MA, ARIMA, SARIMA, GHD, NIG) ✔️ Time Series Analysis (ARIMA, SARIMA, LSTM) ✔️ Educational Tutorials ✔️ Keras, Tensorflow ✔️ PyTorch ✔️ Web scraping ✔️ Pandas, Numpy, Scipy, Scrapy, Selenium, requests, ggplot2 KAHAROU BAWA BOUKARI
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Natural Language Processing
    Sales Optimization
    Data Scraping
    Customer Segmentation
    Statistics
    Machine Learning
    Data Analysis
    BigQuery
    SQL
    Python
    Tableau
    Looker
    Marketing Analytics
    R
  • $55 hourly

    • 5.0/5
    • (58 jobs)
    ⭐Ranked as the Best Presentation Designer in India ⭐Top 1% of the Upwork talent pool If you want a creative, skilful, and professional freelancer to help you get more sales or raise more money with your Presentation, you've come to the right place! If you collaborate with me, you will: ⚡ STOP WORRYING ABOUT MS POWERPOINT and how to use it ⚡GET A PERSUASIVE, VISUAL STORY of your business - let us take care of market research, competitor analysis, branding and narration ⚡NEVER HAVE TO WORRY ABOUT CONTENT AND ITS FLOW ⚡STOP FUSSING ABOUT MINOR DETAILS like spell-check and grammar-check And most importantly, ⚡ SPEND MORE TIME PREPARING FOR INVESTOR QUESTIONS - understand your business on all levels, analyze, get insights and be prepared to present confidently! So here are ways in which I can help you: ✔Pitch Deck Design ✔Sales Presentation Design ✔Business Presentation Design ✔Company Profile ✔Slide Clean-up ✔Integrating Brand Guidelines ✔Slide Transitions ✔Slide Animations ✔Research Papers to Presentation ✔Webinar Presentation I have a process in place for a successful collaboration and to provide you with the best value out of it. Here is what it looks like: 1️⃣ Ask you everything about the Presentation. We can get on a call too! This can include questions like: - Who is the target audience? - Will you be presenting in person? If so, what is the venue? What equipment will be used? - If you are sending the presentation out in soft copy, which format will be the best for you - What results do you want to generate out of this presentation? - What can I do to make you more confident while presenting? 2️⃣ Finalize the flow of the content (Content is king!) - Make sure it narrates the story accurately - Make sure the story is coherent throughout - The language and tone should be consistent with your brand - Lastly, no spelling or grammar mistakes in the deck (Nothing worse than that!) 3️⃣If you have a brand guideline we follow that. If not, I create branding based on your values. I will send the first few slides for review. If you like the design, we move forward 4️⃣Submit the first draft, incorporate any comments or feedback and deliver the final presentation However, before we move forward, it is best we get to know each other. So here's some background about me: ☀ Degree in MBA - Marketing ☀ 5+ years of experience working with MNCs, creating their marketing collaterals and brands ☀ 2+ years of experience working the Top Upwork clients ☀ Effective communication skills, high work-ethic ☀ Quick turnaround time ☀ 7+ years of experience working remotely and collaborating with Global teams If you want to stand out in your industry, I can help you! Click on the ✳️Invite to Job button on the top right corner of your screen to get in touch. Look forward to hearing from you! Hirangi P.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    PPTX
    Pitch Deck
    Business Presentation
    Visual Presentation Design
    Informational Infographic
    Google Slides
    Data Visualization
    Presentations
    Pitch Deck
    Website Content
    Product Description
    Business Writing
    Presentation Design
    Microsoft PowerPoint
    Branding
  • $25 hourly

    • 4.9/5
    • (84 jobs)
    For the last 5 years ago, I started a career in the Engineer and Technology sector. I become to study and doing projects by myself in the areas of programming and data analytics. My first language was Python and then I gradually increase my stack on technologies such as JavaScript, Node JS, React, databases, AWS technologies, Docker, and Kubernetes. I combine good engineer with analytical skills to perform relevant tasks and become part of interesting projects. In my work experience I have built tools from scratch applying python and JavaScript as well as reviewing code to understand projects and fix issues. Also, I have strong experience in databases where I usually design schemas to store relevant information and make queries to gather the appropriate data. I can participate on solutions that need to be constructed either from scratch or solutions that are ongoing but need new features and improve its performance. I continue improving my skills doing online courses on the teach area, and projects by my own and try to apply my tech skills on my job in a daily basis. Based on my experience I’m capable to apply my technical skills such as programming, cloud technology, databases to build and improve interesting products. Best Regards, Nicolás Ferrari
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    AWS Lambda
    Database Design
    BigQuery
    Microservice
    NodeJS Framework
    React
    Flask
    Django
    AMP Framework
    Google Ads
    pandas
    Financial Analysis
    API
    Python
    SQL
  • $150 hourly

    • 5.0/5
    • (30 jobs)
    Carta Certified Expert. I help startups and SMBs (small and medium sized businesses), and attorneys and accountants to those businesses with cap tables, equity administration, capitalization analytics, finance, and fundraising (private equity, venture capital, convertibles and SAFEs, etc.) concerns. Following are some of my core services. Just reach out if there's something you don't see here. I help you: - Get ready for, and respond to, fundraising due diligence and Quality of Earnings (QoE) reviews by private equity, venture capital, friends and family, and institutional investors - Build, update, manage, and understand cap tables in Excel, Carta, Cake, etc. - Create, clean-up, and fix Excel and Google Sheets spreadsheets containing financial, operations, and other types of data - Forecast and analyze financial data and build financial models - Reconcile reports and data across spreadsheets - Organize and inventory due diligence material, including corporate governance documents - Keep track of documents and wires while you're raising a round, or make the checklist of these items at any point in the process - Abstract terms in your investor documents into a spreadsheet for your records - Quantitatively analyze term sheets and their implications for existing investors I have nearly 20 years of capital markets experience, including financial and capitalization table (cap table) modeling, cap table management, Carta buildouts, waterfall modeling, real estate syndication modeling, and so on. I hold a Master's degree from New York University, where I studied finance and investment, and received a Dean’s Fellowship for academic excellence. I am a full-time independent consultant, located in St. Petersburg, FL. My business is called Investible Ventures.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Real Estate Financial Modeling
    Startup Company
    Startup Pitchbook
    Modeling
    Startup Consulting
    Investment Preparation
    Financial Modeling
    Private Equity
    Investment Strategy
    Financial Analysis
    Venture Capital
    Equity Valuation
    Microsoft Excel
    Venture Capital Consulting
    Investment Banking
  • $125 hourly

    • 4.9/5
    • (63 jobs)
    -MBA with a decade of finance and data analytics -Discounted Cash Flow (DCF) Modeling -Financial modeling and reporting in Excel -Pro Forma, market analysis, investments I am a seasoned professional in finance. My work is based in model building and data analytics with emphasis on Discounted Cash Flows for venture investments. I have worked with 50+ companies to build out financial statements, understand operations and utilize many valuation techniques to present to investors. Thank you for taking a look at my profile and please let me know if there is something I can help you with. Thank you, Jami Segoria, MBA
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Excel VBA
    Data Analysis
    Corporate Finance
    Data Modeling
    Financial Forecasting
    Financial Modeling
    Financial Reporting
    Financial Analysis
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (37 jobs)
    AI engineer and quant with eight years full-time experience in Algorithmic trading strategies R&D, including: - researching and creating alpha and risk factors (indicators). - optimizing portfolios using CVXPY. - Testing factors and strategies pipelines using alphalens and zipline. - Optimizing strategies and trading systems using AI. - Performing paper trading/backtesting and statistical analysis for trading strategies. - Code strategies on a wide range of stacks, including Amibroker, MT4, Quantconnect, Quantopian, and using native languages such as R, C++, and python. I Built trading systems for a wide range of assets, including stocks, Crypto, and Forex.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Algorithm Development
    C++
    Deep Learning
    Artificial Intelligence
    Forex Trading
    Artificial Neural Network
    Data Science
    Quantitative Finance
    Cryptocurrency
    AmiBroker Formula Language
    R
    Machine Learning
    Python
    Data Analysis
  • $40 hourly

    • 4.8/5
    • (665 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $65 hourly

    • 5.0/5
    • (46 jobs)
    I am a professional in Finance and Investments; I hold a degree in Economics and the CFA designation. I have more than 10 years in the Financial Sector, mainly in Investments and Securities area. After obtaining my CFA designation and working for 3 years as a freelance analyst in several projects for small clients from all over the world, I can tell that I have acquired great proficiency in Financial Analysis and modeling. I am interested in applying my financial knowledge and continue gaining experience in the financial modeling with a special focus on ESG, Impact Investment and Sustainable Investing areas. I worked for more than 5 years as Investment Analyst in two US Broker-Dealers in Uruguay (Merrill Lynch and UBS Financial Services), where I focused on managing and allocating funds in our book with a Global Balanced portfolio approach using securities such as individually chosen stocks and bonds, Mutual Funds, Structured Ps, amongst others. I also focused on the preparation of periodic customized product, market, news and trends analysis intended for our clients for keeping them informed and educated about their investments. I left this position in 2016 and moved from the country and have spent the time traveling and temporarily settling in different countries and continents. Since then I have been working as a freelancer in Financial Analysis, and I work part time for Just Invest, LLC, where I have a position as Investment Specialist. I got a Bachelor's degree in Economics from Universidad de la República in 2011 in Uruguay. I got my CFA designation in 2016 after successfully completing the exams and requirements. Some of my skills are: - Advanced user of Excel, Word, Powerpoint, Tableau; - Bloomberg, Reuters, BarraOne - ESG metrics and Standards, SRI and Impact Investment; - Financial Statements, Proforma projections and analysis; - Financial Ratios calculation, company Valuation and analysis; - GIPS Reporting and Calculations; - Investment return calculation; - Investment advisory; I am very motivated to grow my career towards applying and expanding my knowledge to making a positive impact. Coming from the rural area of an emerging country, being a passionate traveler and having worked in multinational environments I am a very adaptable and versatile person. Additionally, I am tech-savvy, fast on execution, extremely detail-oriented, reliable and committed to the work I do, comfortable in meeting rigorous deadlines and managing stressing situations, organized and used to working independently and in teams. The main features I seek in a job or a project are professional development and learning opportunities, challenging projects, dynamism and location/schedule flexibility.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Company Valuation
    Financial Projection
    Financial Plans
    Financial Forecast
    Software QA
    Financial Reporting
    Financial Modeling
    Business Valuation
    Asset Management
    Quantitative Analysis
    Investment Research
    Investment Banking
    Statistics
    Financial Analysis
    Corporate Finance
  • $25 hourly

    • 4.9/5
    • (181 jobs)
    As a fractional CFO with over 10 years of experience, I specialize in providing financial leadership and strategic planning to businesses in the construction, real estate, and e-commerce industries. I have a proven track record of helping businesses navigate complex financial challenges, such as cash flow management, fundraising, mergers and acquisitions, and tax planning. I am highly skilled in financial modeling and data analysis, and I use these skills to provide valuable insights to business owners and executives, enabling them to make informed decisions that drive growth and success. My expertise includes: • Managing Accounting Systems – End to End Support from transactional bookkeeping to preparation of three statement financial statement. • Project Performance Tracking: I have set up a weekly reporting framework whereby weekly project performance calls are done. Based on the call, corrective actions are taken on any project that deviates from Budgets and expected outcome. • Setting up Procure to Pay (P2P) System for procurement of material and supplies with a specific focus on ensuring all costs are allocated to jobs. • Managing Accounts Payable: Building relationships with vendors to ensure credit line remain active and payment plans are in place in case of delay in payment. • Fundraising and Building Relationships with bankers and investors. • Payroll and Labor Compliance Reporting • Tax Compliance • Implementing financial systems and processes to increase efficiency and profitability. Whether you're a small startup or a large corporation, I have the expertise to help you achieve your financial goals. My services are flexible and tailored to meet your specific needs, whether you require ongoing support or a one-time project. Contact me today to learn how I can help your business thrive.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Google Sheets
    QuickBooks Online
    Inventory Management
    Ecommerce Performance Optimization
    Financial Reporting
    US Taxation
    Project Finance
    Compliance
    Financial Modeling
    Business Plan
    Fundraising
    Financial Analysis
    Xero
    Bank Reconciliation
    Cash Flow Statement
    Bookkeeping
    Zoho Books
    Microsoft Excel
  • $60 hourly

    • 4.9/5
    • (2,699 jobs)
    Logo Designing, Business Plans & Pitch decks, Resume writing, Cover Letter writing, Linkedin Optimization, LinkedIn Profile Writer, Logo Designer, Logo, Logo design, Resume Writer, CV writer, Resume design, Linkedin Profile Creation, Linkedin Profile Summary & Headline, Business Names & Slogans, Professional Biography, Speech Writing, Research & Summaries, Business Logo Designs, Proofreading & Editing, Financial Modeling & Financial Writing, Grant Writing, Proofreader, Case Analysis & Article writing, Financial Plans & Analysis, Academic Tutor & Mentor, Business Writing, Technical Writing, Creative Writing, Content Writing, Ghost Writing,Article Writer, Best Cover Letter Writing Services on Upwork, Resume Writing, CV Writing and LinkedIn Optimization Service from Top-rated Upwork Freelancer. ⭐ ⭐ ⭐ Resume Service I will fine-tune your resume objective, craft your work history section, and show off your education and skills. I avoid anything on your resume that could potentially clog the (ATS) system. ✔️ (ATS) compliant ✔️ Tailor it to your industry and the job you are applying for ✔️ Quantify your accomplishments I'm a certified Professional Resume and CV Writer, Cover Letter Writer, Recruitment Consultant, and Career Consultant. I'm excited to help you kickstart your career! This is an HR & ATS-based service, including: ☑ Full upgrade of your resume/cv with achievement-based jobs content, grammar, flow, syntax and keyword optimization for ATS. ☑ Powerful professional bio-intro to immediately grab attention. ☑ Dynamic cover letter tailored to you and easily editable for any job. Related Keywords: resume writing, cv, resume design, Linkedin, cover letter, resume writer, cv writer, resumes & cover letters, ATS, resume writing editing, cv resume, cv design, resume writing, cv writing, resume, cover letter writer, cover letter writing, Linkedin Profile Writer ⭐ ⭐ ⭐ Cover Letter Writing I will draft a personalized, tailor-made & editable cover letter. ✔️ (ATS) compliant ✔️ Tailor it to your industry and the job you are applying for This is an HR & ATS-based service, including: ☑ Dynamic cover letter tailored to you and easily editable for any job. ☑ Powerful professional bio-intro to immediately grab attention. ☑ curated content that tells the story of why you’re the best candidate. ⭐ ⭐ ⭐ LinkedIn service I will create an eye-catching, powerfully branded LinkedIn profile that will get you noticed. ✔️ 100% SEO Optimized Linkedin Content to rebrand you and increase the visibility of your profile This is an SEO-based optimization service includes: ☑ Full upgrade of your LinkedIn with achievement-based jobs content, grammar, flow, syntax, and keyword optimization for increased visibility. ☑ Powerful professional bio-intro to immediately grab attention. ☑ Dynamic content tailored to you and easily editable. ⭐ ⭐ ⭐ Business Plan Service: Top Rated Plus Freelancer creates business plans to help you achieve strategic business goals. Over the last 10 years, my business plans have helped our 500+ clients attract financing and funding. ✔️ Industries I have helped: • Education • Consulting • Tech • Non Profit • Healthcare • Real estate • Manufacturing • E-commerce and many more Don't hesitate to contact me to review my sample deliverables. I am a Top Rated Business Plan Writer who consistently maintains a job satisfaction score above 90%. I have done MBA and CFA Level II, and currently, I am working as a Senior Business and Financial Analyst in a Financial and investment advisory firm. I have done many Business Plans, Pitch Decks, Corporate Presentations, Grant Proposals, Industry Analyses & Market Research reports. I can do your work with 100% accuracy, and the quality of work will be exceptional. ⭐ ⭐ ⭐ Pitch Deck Service: Over the last 10 years, our presentations have helped our 500+ clients to attract financing and funding. ✔️ Pitch deck Possible Outline 1: 1) Investment Summary 2) Investment Opportunity 3) Business Services 4) Swot Analysis 5) Competitors 6) Competitive Edge 7) The Market 8) Marketing Strategy 9) Financing 10) Expense Breakdown 11) Financial Highlights ✔️ Pitch deck Possible outline 2: 1) Investment Opportunity 2) The Problem 3) Company Introduction 4) Market Overview 5) Market Trends 6) Business Model 7) Swot Analysis 8) The Market 9) Execution Strategies 10) Financial Highlights ⭐ ⭐ ⭐ Financial Model Service: ✔️ Starter Package: Assumptions Sheet Calculations Sheet Financial Statements - 12 Months ✔️ Standard Package: Assumptions Sheet Calculations Sheet Financial Statements - 36 Months Financial Statements Annual 3 Years Ratio Analysis ✔️ Advanced Package: Dashboard for Graphs Assumptions Sheet Calculations Sheet Financial Statements - 60 Months Financial Statements Annual 5 Years Ratio Analysis Ratio Analysis Breakeven and Financing for startups
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Essay Writing
    Academic Writing
    Pitch Deck
    Business Analysis
    Cover Letter Writing
    Presentation Design
    LinkedIn Profile Optimization
    LinkedIn Profile Creation
    Resume Design
    Cover Letter
    Logo Design
    CV
    Resume
    Resume Writing
    Business Plan
  • $120 hourly

    • 4.9/5
    • (161 jobs)
    I am a driven financial analyst with three years of experience at a top Wall Street bank in NYC and two years experience as a freelance financial consultant, during which time I have helped my clients raise more than $80 million in venture debt and equity capital. I am a CFA Charterholder and possess a bachelors degree in finance. These experiences have allowed me to become intimately familiar with Excel/financial modeling and leveraging financial data to make rational business decisions. Let me use my skills to help improve your business! "Joe did a fantastic job! For a very reasonable price, he built an incredibly professional financial model that we are using to talk to institutional investors. He saved us a huge amount of money, considering we didn't have to use the resources of an investment bank. Highly recommend Joe to any size business that needs a tool for financial forecasting and business valuation." Financial modeling: I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. I don’t simply force your data into a standard template. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale. I have spent thousands of hours working on financial models from a vast array of industries. I was trained on modeling best practices with J.P. Morgan’s top analysts from around the world. I have completed numerous courses on specialized forms of financial modeling. Finally, my undergraduate education, completion of the CFA program, and work experience has given me an expert understanding of the financial concepts that modeling is based on.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • $15 hourly

    • 4.9/5
    • (80 jobs)
    An MBA (Finance & Marketing) and a qualified Data Analyst with 10+ years experience in financial consultancy, research, corporate finance with specific focus in preparing feasibility reports, business plans, pitch decks, research reports, financial analysis, underwriting real estate properties, project management of fintech projects, etc. Being creatively inclined, I am also a Graphic Designer. I would be keen to undertake Finance, Data Analytics and research based projects. PROFESSIONAL EXPERIENCE Current Projects  Underwriting of real estate properties to understand the feasibility and viability to rent out these properties  Financial Research of Companies (Mergers & Acquisitions)  Working in the capacity of a Project Manager and Research Analyst to coordinate and implement fintech projects through tech partners and conducting high-level research of financial softwares/features in the data analytics space to be incorporated in the client’s firm.  Working on sell mandate of a technology-based entertainment recommendation application  Investor research and Account Management for a Private Equity firm engaged in finding investors for firms in growth stage in the Silicon Valley.  Business Plan and Pitch Deck for a client in the Knowledge Transfer software segment. Past Projects  Investor research and Account Management for a Venture Capital firm engaged in finding investors for firms in the seed/early stage  Research and content development for a corporate trainer – prepared a Brochure and Course document for training sessions  Strategic and marketing advisory services for a block-chain firm  Consultancy services for multiple start-up projects  Prepared an Offering Memorandum for sale of a property  Developed a financial model for an e-vehicle project  Prepared a Pitch Deck for a freelancer online business  Developed content for a marketing and branding monthly newsletter  Prepared Work Plan and Gantt Chart for an online education portal  Did equity-based research and client portfolio reporting  Conducted detailed study on Foreign Portfolio Investor (FPI) – Procedure to invest and documentation requirements  Performed weekly composite ranking of stocks using a customized software and back testing  Conducted research and developed a M&A Buyers list  Prepared 200+ work plans in Project Management and Marketing sectors Delhi, India July 2017  Analyzed financial statements of a company and arrived at the valuation to facilitate the client’s requirement of understanding the worth of the company. Cochin, India Finance & Research Analyst August 2013 – February 2015 Conducted research and financial analysis for a US based client in the Real Estate sector. As the client was new to the sector, the assignments were more in the nature of web-based research, assistance in setting up the firm, property analysis, etc. The major assignments included: CALEIDOSCOPE KNOWLEDGE SOLUTIONS Delhi, India Research Associate (as a freelancer) March 2018 – October 2018  Research on African Pharma Industry companies specialized in various segments based on certain specific criteria.  Quantitative and qualitative research on MICE (Meetings, Incentives, Conventions & Exhibitions) industry in South Africa and other African countries  Publication update – Updating 2017 information of 10 Asian countries with respect to MICE industry  Research on Food & Beverage wholesalers across various segments in Germany Fortress Financial Services Ltd. Mumbai, India Senior Executive (Infrastructure Consultancy & Corporate Finance, M&A) June 2007 – August 2009  A research on the Real Estate, road, airport, railways and hospitality sectors in India  Location Analysis & Commercial Feasibility of a Multi-Utility Tractor  A Report on India: An Economic Power House  M & A deals in the areas of textile, mining, hotel, power, furniture, chemicals, infrastructure – railways, etc.  Commercial & Financial Feasibility for setting up an IT unit  Preparation of international bid documents  Feasibility, JV & funding projects  Commercial feasibility for setting up of Office Complexes in Pune  Successfully mentored 3 summer trainees on their summer internship projects  Preparation of JV agreements to facilitate JV with an international company  Brief association with Corporate Finance department for preparation of business plans.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Services
    Financial Modeling
    Presentations
    Microsoft PowerPoint
    Financial Report
    Pro Forma Statement
    MS Excel
    Data Analysis
    Real Estate Appraisal
    Qualitative Research
    Business Valuation
    Mergers & Acquisitions
    Infrastructure as Code
  • $20 hourly

    • 5.0/5
    • (19 jobs)
    I am a Chartered Accountant (finalist) with experience of more than five years in accounting and auditing profession with Ernst & Young. I have extensive knowledge of bookkeeping functions including, - QBO Advanced Certification; - Xero Advisor Certified; - Financial reporting, Balance sheet, Income Statements, Cash Flows; - Financial Analysis - External auditing; - Managing accounts payable/receivable, and - Providing administrative support. Real Estate Underwriter - Extracting information from different sources; - Performing financial analysis for decision making; - Underwriting on client specific templates and off shelf templates like Michael Blank's underwriting template; and - Long term loans reconciliations. I am dedicated to providing exemplary work and supporting the goals of my clients.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Financial Presentation
    Real Estate
    Financial Analysis
    Accounting
    Xero
    Financial Reporting
    Financial Modeling
    QuickBooks Online
    Market Research
    Accounting Basics
    Bookkeeping
    Accounting Software
    Microsoft Excel
    Intuit QuickBooks
  • $50 hourly

    • 4.7/5
    • (31 jobs)
    Hello, Thank you for checking my profile, here is a quick overview of my skills and strengths. I am well organized, efficient, and motivated. The key to my success has been to learn quickly and to then reach for higher personal and professional standard by seeking additional responsibilities. I have worked in the Information Technology Industry for over 10 years, I have worked as a research expert for an accumulated 12 years in the academic environment as well as the industry both locally and internationally. In my academic training, I have 2 Doctor of Philosophies (PhD). and 3 Masters of Science Degrees (M.Sc). with 1 Bachelor of Science degrees (B.Sc). in several field of research and in the academics. I am also a Senior Lecturer at the University where I teach courses like Queuing theory, Advance Financial Mathematics, Financial Management and Forecasting, Actuarial Sciences for Finance, Financial Risk Management, Regression Modelling, Advance Statistics for Economist, Quality Control and Statistical and Quantitative Modelling for Finance and Economics. These training, teaching courses as well as my experience working with prolific clients on Upwork, makes me a more efficient and well equip freelancer to handle your task. My genuine interest in building world class support and maintaining a high level of standards has led me to become very successful as a Research Fellow, Business Consultant, Business Plan Developer, Academic Tutor and Technical/Creative Report Writer among others. My goal here is to exceed my clients expectation and my standards with every task I accept. Although the above is a brief about me but my process include; 1. Briefing/Discussions 2. Research/Review/Meta-Analysis 3. Methodology Design 4. Documentation/Synthesis 5. Revision in different drafts 6. Delivery of final outputs On time management, I am very keen to delivering earlier than schedule to give my clients time to access the task and provide feedback. This will enable me correct or update areas that need attention. I also pay attention to details and I only suggest ideas but I do not shove them down the throat of my clients. I strongly believe I am the best freelancer to work with, you will be glad you did. Looking forward to working with you. Thank you. Dr. Victor Alexander, PhD.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Research & Development
    Content Writing
    Economics
    Mathematics Tutoring
    Financial Analysis
    Academic Writing
    Proofreading
    Business Plan
    Research Proposals
    Mathematics
    Economic Analysis
    Academic Research
    Essay Writing
    R
    Machine Learning
  • $175 hourly

    • 4.7/5
    • (69 jobs)
    I am a serial Silicon Valley startup founder and have managed funds in Silicon Valley, New York and London. I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to seed-stage founders . Our fundraising process has been highly successful even when the VC market is challenging. Currently we have three startups close to securing term sheets for $5m to $25m. Over the last year, we have also been involved in VC fund raises of up to $200m. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Financial Forecast
    Private Equity
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
  • $25 hourly

    • 4.3/5
    • (21 jobs)
    My name is Domenico Spoto and I am about to finish my second master's degree in Data Science, having obtained one in Quantitative Finance. My expertise span the field of AI/Machine Learning, statistical modelling and finance. About Machine Learning, I am involved in a project about predicting the next 15-min returns by looking at past data of 12 cryptocurrencies. At the same time, I also finished a project of fully Bayesian statistics where I run the Montecarlo Markov Chain within Gibbs sampling to estimate and update the parameters of a non-linear regressor model. Finally, I am currently working on applying Machine Learning techniques to financial markets to derive profitable signals.
    vsuc_fltilesrefresh_TrophyIcon Portfolio Performance Modeling
    Mathematics
    Forex Trading
    SQL
    Time Series Analysis
    Data Analysis
    Statistics
    Quantitative Analysis
    Data Mining
    Quantitative Research
    Python Scikit-Learn
    Data Science
    R
    Machine Learning
    Support Vector Machine
    Deep Neural Network
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