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Rating is 4.8 out of 5.
4.8/5
based on 167 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Private Equity Consultants
  • $175 hourly

    • 5.0/5
    • (273 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Cryptocurrency/Bitcoin Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Sourcing, Quality Control, Testing and Logistics * Paper and Packaging Recent projects include: - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business - Investor presentation for digital streaming media business - Financial plan for early stage healthcare services business - Financial plan for private equity acquisition of medical equipment company
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Analysis
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $495 hourly

    • 5.0/5
    • (21 jobs)
    Worldwide venture capital services for startups. Find us in Miami • DC • New York. Capitalize!℠ DEAL MASTERY, STARTUP AWARENESS, VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS 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 Private Equity
    Business Development
    Crowdfunding
    Contract Law
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $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 Private Equity
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Financial Forecast
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
  • $85 hourly

    • 4.9/5
    • (33 jobs)
    Hello! I am a financial analyst with strong experience building valuation models, dynamic LBOs, and real estate development models. Current Stock Reports for Sale: Ford(F), Netflix (NFLX), Nvidia (NVDA), Target (TGT), Google (GOOGL), Under Armour (UA) My core competencies include the following: 1) Valuation Models- For business owners who are looking to sell or for buyers wanting to assess a fair value for an acquisition, I am able to utilize your firm's historical data, management insights, and market research to determine a company's fair value. I will look to equip you with a high quality valuation model that will help prepare you for negotiations to maximize your value as a seller or as an investor! 2) Equity Research Reports- I currently am building one new equity research model per month for a selected stock. I am able to sell these at $250 per report. These reports are extremely in depth and take me about one to two weeks to build. Current offerings include Netflix (NFLX), Under Amour (UA), and Google (GOOGL). If you have a particular stock you would like me to analyze I charge $1,000. 3) Pitch Material Creation: I have worked on several pitch decks in my career for consumer, construction, and manufacturing companies. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Analysis
    MATLAB
    Investment Research
    Income Statement
    Investment Banking
    Python
    Finance & Accounting
    Modeling
    Mergers & Acquisitions
  • $40 hourly

    • 5.0/5
    • (106 jobs)
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. Experience in Investment Banking, Private Equity & Venture Capital ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your revenue model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Business Proposal Writing
    Business Modeling
    Venture Capital Consulting
    Business Valuation
    Pro Forma Statement
    Pitch Deck
    Financial Plans
    Chartered Financial Analyst
    Investment Research
    Investment Banking
    Valuation
    Financial Forecast
    Financial Analysis
    Financial Modeling
  • $135 hourly

    • 4.9/5
    • (60 jobs)
    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.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Mergers & Acquisitions
    Startup Consulting
    Crowdfunding
    Finance
    Startup Consulting
    International Business
    Financial Management
    Financial Analysis
    Venture Capital Consulting
    Corporate Finance
    Fundraising
    Investment Preparation
    Investment Banking
  • $200 hourly

    • 4.9/5
    • (114 jobs)
    Top 1% Upwork EXPERT-VETTED Finance & Accounting Consultant who specializes in B2B, CRE, A.I., D2C and B2C clients seeking underwriting due diligence support for their projects or businesses. If you want to raise capital, grow or sell your business, you may need a valuation, mergers & acquisitions consulting, financial modeling, negotiations assistance with private equity, crowdfundings, SEC regulation, venture capital, or other corporate finance support. With 30+ years of experience on more than $15 billion+ in capital markets transactions worldwide, I bring Upwork clients end-to-end support opportunities. With $100K+ in revenues on Upwork, I have become the “go-to” Freelancer on this site for getting clients ready to raise capital and providing a pathway forward to complete the mission. I have raised millions for my own projects, so I know what you are facing - and what you are likely to be facing next and that is the kind of priceless business intelligence that only comes from the expert. In most cases, your initial consultation fee will be applied to the assignment, so why go anywhere else when the go-to Freelancer is available?
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Business Management
    Business Proposal
    Blockchain, NFT & Cryptocurrency
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Real Estate Investment Assistance
    Real Estate Financial Modeling
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $40 hourly

    • 5.0/5
    • (42 jobs)
    I have over 10 years of experience in Investment Banking and Finance. I currently work for a middle market M&A advisory firm based in St. Louis, MO where I hold the position of Vice President. In this capacity, I am responsible for supporting all facets of the firm’s deal activity, including working closely with senior bankers and clients to evaluate and execute a variety of acquisitions, divestitures and private placement financing transactions. My areas of expertise include building detailed financial models, completing thorough financial analyses and company valuations, performing extensive market research, and creating descriptive business plans and financing memoranda for client presentations. I began my professional career after graduating from the University of Missouri – Columbia where I earned a Bachelor's degree in Business Administration, cum laude, majoring in Finance and Economics.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Investment Preparation
    Market Research
    Financial Forecasting
    Corporate Finance
    Business Valuation
    Financial Modeling
    Investment Research
    Mergers & Acquisitions
    Investment Banking
  • $100 hourly

    • 5.0/5
    • (45 jobs)
    * Ex-Big 4 (PwC) * Expert in Financial Modelling * Investment Analysis, Equity Analysis, Real Estate * Financial Analysis and Valuation (CFA) * Fundraising I started my professional career in PwC and just after three years I was leading audit engagements and consulting both large and small enterprises. During this period I also managed to simultaneously pass all exams of both ACCA and CFA. At that time I was headhunted to work on a start-up project for provision of financial services in the Middle East and Africa. I was responsible for setting up the operations in on of the markets. This included - market research, opportunity assessment, product development, competitive positioning, go-to market approach, valuation and consolidation of all markets and building the funding prospectus in collaboration with external consultants. My career continued with an attractive proposal from one of the biggest biotech pharmaceutical companies, where I was responsible for innovation projects and digital marketing. Currently I am freelancing for a Fintech fund based in NY building financial models and valuations for start up companies. I have always been interested and enthusiastic to provide financial and consulting services to start-up businesses, helping them solve critical problems and to explore all opportunities for growth. I feel very confident to expand my freelance career, so I can leverage my broad experience and knowledge to provide valuable services to your business. My greatest pleasure is to help you make better decisions and see your business growing. I will be happy to offer any of the following services: - financial modelling; - investment analysis - financial planning and analysis; - valuation and fundraising preparation; - due diligence. I'm also open to any interesting project or service, relevant to my experience.
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    Chartered Financial Analyst
    Due Diligence
    Equity Research
    Business Valuation
    Real Estate Financial Modeling
    Fundraising
    Business Analysis
    Financial Analysis
    Accounting
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $75 hourly

    • 4.9/5
    • (13 jobs)
     My pitches have helped clients secure major investment from top VCs, Banks, PE Funds, Family Offices and Institutional Investors. 🏆 Recently joined Upwork with 25+ years’ experience in developing strategic capital market IR programs and pitches  Solid busines analysis, financial modelling, venture incubation skills  Deep network in key investor markets - I know what investors want to see & hear  Pitch strategy driven by clear industry insights & analysis 🌟 My clients rely on me to develop the right pitch for them to get funded Some of the feedback that I appreciate:  "The Offer is oversubscribed - the clarity of our pitch impressed everyone we saw"  “Thanks for pushing us to look at the pitch process differently, it is making a huge difference”  “From chasing up investors before, we are now swamped with calls from funders”  "Can we give your details to our new investor – they loved the presentation you produced" My clients are getting 5X more investor meetings & securing funding 3X faster If you are thinking any of the following then we should be working together on your next pitch: ● " We only have one shot at this, so we have to get it RIGHT!” ● “ Structuring our deck based on something we found on the Internet was a mistake” ● “ Our last pitch fell flat, we need you to help us get investors’ undivided ATTENTION” ● " I need a full pitch strategy that communicates our value proposition CLEARLY" ● " I'm too close to it and not 100% sure what investors want us to tell them" ● " I'm NOT an expert and I know this pitch needs MORE than pretty powerpoint" ● “ I want you to help us with our entire pitch STRATEGY” We don’t only do tech pitches I have wide experience in diverse industries and raising capital from a host of different funding sources from equity to debt, SAFE, bridge & mezz. Working with me, you will: ✅ Stop struggling to impress funders - we handle the entire Pitch Strategy including Investor Research, Pitch Story & Messaging, Design & Script, Coaching and Production ✅ Avoid ‘death by powerpoint’ with a pitch that is founded on a clear understanding of your investors and what is required to get them to say yes ✅ Anticipate investor objections and pre-handle them ✅ Receive investor-grade presentation material and strategic support that successfully raises capital I’ve been an investor, advisor and director - so I’ve been in every seat in the boardroom. I know what it takes to generate solid investor strategies and pitch documents that you feel confident presenting and what it takes to get investors motivated to invest in your business. What we look for in a new client: ● Open mind with an engaging attitude ● Values integrity & relationships ● Focused on improving their pitches and wants to WIN Sound like you want to connect? Next steps: 📺 View my past work examples  Click on the green ‘Invite’ or ‘Hire’ button in the top right-hand corner 💬 Write me a note asking me to contact you. Expertise: Infrastructure, Commodity Trading, Mining, Energy, Technology, Aviation, Marine, Tourism, Transportation, Financial Services, Private Equity, Venture Capital, Debt Funds, SaaS, Fintech, Crypto, NFTs, Blockchain, Trade Tech, DAOs, DeFi, Capital Raising, Pitch Decks, Pitchbooks, IR Strategy, Investor Presentations, Business Analysis, Consulting, Venture Incubation.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Valuation
    Management Skills
    Market Validation
    Cryptocurrency
    Go-to-Market Strategy
    Business Writing
    Venture Capital Consulting
    Market Survey
    Business Analysis
    Business Modeling
    Business Modelling
    Strategy
    Business Valuation
  • $35 hourly

    • 5.0/5
    • (7 jobs)
    I would like to pinpoint 4 of my current and past experiences that will showcase my fit to this role: - In my current position at Alkaloid AD as a M&A and Business Analytics Specialist, I am in charge of Financial modeling (financial analysis and valuation of projects and acquisition targets) and conducting research for potential acquisitions targets to find those that are relevant and financially beneficial to Alkaloid. I am also involved in the M&A process in the due-diligence phase. My job includes working tightly with C-level executives. - As an independent consultant I’ve helped over 15 companies receive funding through grants from EU funding schemes (more than 800.000 euros in total). - As a private equity advisor at the Government Fund for Innovations and Technology Development (Republic of Macedonia) I consulted, evaluated and was included in investments in more than 200 companies, with a total amount invested of 30 million euros. This experience can add tremendous value because it allowed me to expand my network and connect with more than 100 European VC and PE funds.. - During my studies in the US, I worked at IC2 – Global Commercialization Group as their International Commercialization Associate, where I consulted on numerous product lines for product management and product development ranging from medical devices, to software algorithms, fingerprint lenses, automotive sensors, etc. Through action-oriented, engaging market research, I successfully connected international start-up companies with strategic potential partners. My multidisciplinary educational background, which includes an MSc in Technology Commercialization (McCombs School of Business), B.Sc. Industrial Engineering and Management, Certificate in Corporate Finance (Columbia Business School) - has given me additional insight into the challenge’s companies face, as well as the global contexts in which they operate.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Grant Writing
    Investment Research
    Business Proposal Writing
    Business Presentation
    Business Analysis
    Grant Research & Prospect List
    Startup Consulting
    Business Cases
    Business Modeling
    Business Valuation
    Financial Projection
    Financial Modeling
  • $175 hourly

    • 4.8/5
    • (37 jobs)
    100% JOB SUCCESS and TOP RATED+ Very Proud to boast about this because it took consistent hard work to get here... .....and a lot of the following traits: -Dependable, Intelligent, Responsive Professionalism. -Robust Professional Experience. -Unmatched Levels of Service. -I fail if I don't exceed your expectations! My name is Mark K - I Use Data to Connect, Automate and Grow your Business Your data will answer the toughest questions and reveal the most profitable insights. DATA IS EVERYWHERE - LET'S USE IT! WHAT MAKES ME DIFFERENT: Why spend $175/hour on me? This is a high fee here, I know; but there is a reason: I always maximize every dollar you invest in my expertise and my service. Having been a client myself, I get what you're after: a dependable professional who communicates well and nails it the first go-around. Plus, I'll share insights you'd want to know, even if you haven't thought to ask. Top Professionals share these traits - and I would love to put my efforts to use on your unique challenge. I reside in Northern California, near Sacramento in the Sierra Foothills. Native English. How Can I Help Your Data Journey Today? SERVICES: - Data Modeling, Integration & Transformation - AI Automation (Chat GPT Enabled) - Data Science & Predictive Analytics - Financial Data Analytics - Business Intelligence Data is Everywhere in your Organization, Let's Use it !! MY TECH TOOLS: LLM: ChatGPT4 Integrations. Business-Intelligence: PowerBI, Tableau. Analytics: Expert Excel, Google Sheets, Python, R. Process-Automation: Power Automate, UI Path, Zapier, Make, SheetGo, MS Power Apps, MS Power Query. DataBase: MS SQL-Server 2019, Google DataStudio. Data-Science/Analytics: Python, R, WEKA. Diagramming: LucidChart, Collaboration: Asana, MS Team, Google. SKILLS: Data-Analytics, Data-Science, Statistical Analysis, Forecasting/Profit-Enhancement/Growth-Consulting/Investor-Decks, Valuation Experience, Financial-Data Migration, SaaS Models, Visualization, KPI Dashboards...and much more. MY BACKGROUND: * 15+ years of Success in Business-Valuation & Finance Consulting to private and public companies. * Automation Expert: Make, Zapier, UI Path, Power Automate (ChatGPT integrations) * Expert Financial Planning & Analysis Consulting to Businesses of all sizes. * Success in Data-Science, Data-Analytics & Process-Automation (RPA) * Success in dozens of Industries. * All Things Data. Analytics & Data-Science: Post-Graduate Data-Science Cert UC San Diego * High-Touch (C-Suite) Relationships. * Wide Range of Technical Expertise. * Reputation for Providing "Quality Deliverables" that work the first time. MY EXPERTISE: Data Migrations & Transitions - MS Excel to Access/PowerBI etc Robotic Process Automation: UI Path, Make, Zapier, MS Power Automate Database setup - MS SQL Server 2019 MS Power Automate (automating MS Office Tasks) MS Power BI & Tableau Dashboards Data Analysis (Python, R, Excel) Data Science (Python, R, KNIME) Financial Planning & Analysis (FP&A) Financial Modeling (Aesthetic, Functional, Usable) Finance Budgeting & Forecasting Pricing Analysis Profit Enhancement Technical Finance Writing Business Planning Growth Consulting KPI Dashboards Investor/Management Presentations Business Valuation Financial Benchmarking Venture-Capital Modeling Commercial Real-Estate Models SaaS Consulting Survey Analysis: Excel, R & Python TECH SKILLS: Advanced Excel MS Power Apps Power Automate MS SQL Server 2019 Google Data Studio R Python SQL Power BI Tableau Google Data Studio Lucid Chart Power Pivot Business Valuation, Financial Analysis & Modeling, Forecasting, KPI Dashboards (Tableau, PowerBI, Excel, etc) Budgeting, Planning, Advanced Excel Financial Modeling (DCF, rNPV, Binomial, Monte Carlo,...), Business Plans, Pitch-Decks, PPMs, Venture Capital Consulting, Private-Equity investments valuations, Start-Up, Early-Stage and Pre-IPO Valuations/Consulting, SaaS Modeling/Consulting. FINANCE CONSULTING EXPERTISE: -Business Valuation -Business Planning -Investor Deck -VC Modeling -Start-Up Modeling & Consulting -M&A Analysis & Due Diligence -Financial Modeling -SaaS Business Consulting -Klipfolio Dashboards -Capital Budgeting, Analysis & Planning -Complex Securities Analysis -Research -Industry/Competitive-Landscape -Writing -Technical Finance, Finance Blogs -Business Consulting.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Google Sheets
    Data Analysis
    Tableau
    Market Analysis
    Business Valuation
    Microsoft Access
    Dashboard
    Python
    Data Science
    SQL
    Cash Flow Software
    Microsoft Power BI
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $100 hourly

    • 5.0/5
    • (11 jobs)
    Investment professional with a diverse skillset and experience that touches all aspects of real estate finance including: - acquisition underwriting, pro formas, cash flow modeling - complex waterfall/promote structures, investment and investor returns (i.e., IRRs) - financing - investment memorandums and other presentation materials While I specialize in real estate investment modeling and analysis, I enjoy and am skilled in creating, improving, and analyzing financial models for all types of business uses. Additionally, my clients enjoy working with me because I am detail-oriented and place great emphasis on data visualization - I am able to manipulate, organize, and present data in the most efficient, logical, and user-friendly way. I've breathed and lived in Excel throughout my career, and no model/spreadsheet is too complex. I take pride in delivering high-quality work and would be happy to help you with your specific project needs
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Capital Markets
    Financial Analysis
    Financial Modeling
    Real Estate Acquisition
    Modeling
    Real Estate
  • $125 hourly

    • 5.0/5
    • (19 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Mergers & Acquisitions
    Financial Analysis
  • $150 hourly

    • 5.0/5
    • (3 jobs)
    Investment banking and investment management specialist with over 25 years emerging markets experience and a strong ESG focus. Since 2010 I have been CEO of Frontier-Invest Ltd, a boutique institution offering fund raising and consulting services to private companies primarily in developing markets. Prior to establishing Frontier- Invest I was a senior emerging markets Fund Manager running institutional equity funds across EMEA, Asia and Latin America at Ivory & Sime and then Cazenove and, latterly, Head of Research covering Africa for the investment banking division of UBA.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Investment Research
    Fundraising
    Management Skills
    Business Management
    Investment Banking
  • $85 hourly

    • 4.8/5
    • (16 jobs)
    As founder, director, partner and employee in multiple entities over the years; primarily in the start-up, venture, and PE ecosystems, I am skilled in the myriad functions that are needed in order to fund, run and grow a business in multiple stages and multiple areas. My primary strengths lie in business development and relationship management in the realms of fundraising, investor relations, PR, business growth and consultive sales, dealing with key stakeholders and decision makers in all sizes of organizations. My biggest passions in business and life are people and creating value for all parties I ever find myself sitting at the table with. Thanks for stopping by. - Dylan H
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Startup Consulting
    Investor Overview
    Sales
    B2B Marketing
    HubSpot
    Fundraising
    Customer Relationship Management
    Startup Company
    Business Development
    Strategy
  • $45 hourly

    • 5.0/5
    • (183 jobs)
    Hello and welcome! With 17 years of experience as a finance professional, I am assisting companies worldwide to make informed financial decisions through robust modeling and analysis. In particular, I have helped numerous startups to secure funding by building financial models that demonstrate attractive opportunities for investors. The services I offer include: • Financial modeling for startups and established companies • Pro forma projections to help you plan for the future • Business valuation using proven methods like DCF, venture capital, and market comparables • Excel dashboards and data visualization to help you make sense of complex data • Complete 3 statement financial models to give you a comprehensive view of your financials • What-if analysis to help you explore different scenarios • Ratios analysis and KPIs to help you track performance • Financial forecasting to help you make informed decisions • FP&A services to support your ongoing financial planning and analysis My experience spans a diverse range of industries, including SaaS, eCommerce, hospitality, farming, health care, eLearning, real estate, fintech, beauty, mining, manufacturing, food, retail, and IT. I have worked with a wide range of companies, from startups to mature companies and investment funds. With a focus on accuracy, detail, and client satisfaction, I am committed to delivering the highest quality work and ensuring that my clients receive the best possible value for their investment. I specialize in developing models from scratch with active client engagement. Thank you for your interest in my services. I am excited to collaborate with you and leverage my expertise in financial modeling and analysis to help achieve your business objectives!
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Valuation
    Forecasting
    Startup Company
    Financial Analysis
    Financial Analysis & Valuation
    Startup Consulting
    Cash Flow Modeling
    Cash Flow Analysis
    Business Modeling
    Financial Modeling
    Financial Planning
    Company Valuation
    Pro Forma Statement
    Financial Projection
    Financial Report
  • $25 hourly

    • 4.9/5
    • (15 jobs)
    Investments professional with experience in private equity. MSc Finance and Banking Holder. Fluent in English, French, Spanish and Arabic. Ready to assist you with financial modeling, company valuations, DCF calculations, IRR and returns modeling, financial analysis, investor relations material and investment memorandums
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Investment Banking
    Financial Analysis
    Market Research
    Investment Research
    List Building
    Lead Generation
    Investment Preparation
    Company Research
    Data Entry
    Financial Forecast
    Financial Planning
    Pitchbook
    Financial Modeling
    Company Valuation
  • $199 hourly

    • 5.0/5
    • (306 jobs)
    Here’s the situation… You need some sort of financial service done for your company: Modeling, startup consulting, pitch deck content creation, annual budgets, new acquisition due diligence, accounting system setup, etc. But, you don’t have the time/resources/expertise to make it happen. Luckily, instead of trying to complete those complex tasks in-house, you can hire a top rated freelancer (like me) to take care of them. Now, you might be asking, “why you?” Good question. The following is a quick description of me and my history. • Licensed CPA. • Fundraising expert. • Experienced with a variety of industries: SaaS, manufacturing, breweries, Amazon retailers, consumer goods, and more. • Focused, efficient, and reliable. • Over 150 successful collaborations on Upwork. • Hundreds of more jobs completed throughout my career. That’s all great, but there’s one thing that matters over all else. It’s the fact that working with me has an incredibly high ROI. For example, not long ago, I worked with an organization that needed a financial model done. They paid me about $2K for it. Now, that’s a lot of money, but what came next? This company ended up going to a slew of investor meetings, blowing their audiences away, and coming out with $2 million dollars in funding. Sure, they could have chosen a cheaper option, but why skimp on quality at the finish line? When you build something that you’re going to share with the world, it needs to be top of the line. That is precisely what I delivered to them, and what I provide for all of my clients. Ultimately, working with me is not cheap, but it’s 100% worth it. If you’re ready to get started, hit that little “Hire Now” button. If you’re not quite ready, send me a message, and we can discuss your goals at length. I look forward to working together!
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    CPA
    Venture Capital Consulting
    SaaS
    Startup Consulting
    Business Valuation
    Financial Modeling
    Accounting
    Financial Accounting
    Microsoft Excel
  • $130 hourly

    • 5.0/5
    • (51 jobs)
    * Top 3% of Upwork Talent (Top Rated Plus Contractor), Upwork’s elite designation for Real Estate Private Equity Advisors * * Over 7 Bn USD in underwritten US Real Estate closed deal value across asset classes * * 100+ institutional quality offering memoranda / pitch decks developed* * Able to amplify your capital raising efforts by actively participating in due diligence calls with investors where the stakes are highest * My name is Themis Kosmidis. I help my clients make well-informed real estate investment decisions that are founded on structured, detailed, data-driven analysis. Hand-in-hand with financial models, I also develop professional pitch-decks and information memoranda to supercharge your capital raising efforts. I'm currently working alongside multiple US and international Real Estate Private Equity Funds and Developer clients, for whom I develop institutional quality, complex financial models at the asset and portfolio levels in Argus and Excel for the following property types: multi-family, office, mixed-use, retail, industrial, hospitality, self-storage and senior housing. My dynamic models come with built-in checks to ensure robustness and accuracy at all times. I strongly prefer to develop models from scratch and tailor them to the specific requirements of each individual client, but I am also happy to work on existing templates should there be such a request. Recent Projects: • Private Equity advisory and underwriting of a $970M, mixed use skyscraper development in Florida • Private Equity advisory and underwriting of a $220M, 380 unit multi-family property development in Miami, Florida • Private Equity advisory and underwriting of a $182M, 260 unit multi-family property development in Miami, Florida • Private Equity advisory and underwriting of a $127M mixed use development in Miami, Florida • Private Equity advisory and underwriting of a $120M, 240 unit multi-family property development in South Florida • Private Equity advisory and underwriting of a $111M office development in Miami, Florida • Private Equity advisory and underwriting of a $108M mixed-use short-term rental boutique development in Miami, Florida • Sell-side valuation advisory and underwriting of a $100M portfolio of business centers in Colorado • Developed Asset level proformas and a Fund level model for a $50M Real Estate Private Equity Fund in California • Sell-side valuation advisory and underwriting of a $35M disposition of a shopping mall in Los Angeles • Private Equity advisory and underwriting of a $18M self storage development in Portland, Oregon • Private Equity advisory and underwriting of a $15M, 50 unit multi-family property development in Tampa, Florida • Private Equity advisory and underwriting of a $10M retail center acquisition in Calgary, Canada Real Estate Financial Modeling skills: - Pro Forma Cash flow modeling by month and year over 10+ years - Acquisition, Renovation, New Development Modeling - Complex waterfalls and promote structures - Investor return metrics (IRR, EM, LTV, DSCRs, Yield analysis) - Sensitivity analysis (e.g. IRR and Exit Cap Rate) - Pitchbook/Information Memorandum Creation in Power-point with professional design features Relevant education & certifications: - MS in Finance, London Business School - BS in Economics, University of Southampton - MIT Certificate on Commercial Real Estate Analysis and Investment - ARGUS Enterprise Certified + Licensed - REFM Excel for Real Estate, Levels 1-3 with Distinction I previously worked for ~4 years as a Strategy Consultant for Kearney, a top 5 global strategy consulting firm out of their London and Dubai offices. I advised and worked closely with corporate C-suite and public sector leadership to build strategic, financial, and operational models for growth and performance enhancement plans.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Real Estate Acquisition
    Pitch Deck
    Pitchbook
    Real Estate
    Financial Analysis
    Microsoft Excel
    Valuation
    Real Estate Financial Modeling
    Pro Forma Statement
    Microsoft PowerPoint
    Argus
    Real Estate Financial Model
    Financial Modeling
    Presentations
    Real Estate Investment Assistance
  • $100 hourly

    • 5.0/5
    • (139 jobs)
    100% Rated with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 4 years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Copy Editing
    Financial Services
    Finance & Accounting
    Blog Writing
    Financial Writing
    Writing
    Network Planning
    Financial Forecasting
    Investment Research
  • $65 hourly

    • 5.0/5
    • (16 jobs)
    With over a decade of experience in real estate financial modeling and a strong background in civil engineering and construction, I am an accomplished professional dedicated to delivering top-tier services. I bring a unique perspective to real estate financial modeling that can be particularly valuable to value-add investors and developers. Types of Real Estate Projects I've Worked On: • Multifamily • Office • Industrial • Retail • Hotels & Hospitality • Land development • Single-Family • Mixed Use My services include: • Financial projections (P&L, balance sheet, cash flow) for real estate projects, including Proforma and rent analysis • DCF (Discounted Cash Flow) and IRR (Internal Rate of Return) valuations • Equity and debt analysis in real estate • Debt sculpting for real estate projects based on DSCR, LTV, LTC, etc. • Project returns (IRRs, ROI, equity multiple, etc.) • Partnership return distribution waterfall (LP/GP structures, preferred returns, etc.) • Sensitivity analysis for real estate investments • Key real estate metrics and ratios (e.g., IRR, DSCR, debt yield, equity multiple, etc.) • Rent analysis and forecasting • Pitch deck & Investment offering memorandums Excel Expertise: • Proficient in utilizing MS Excel tools for financial modeling • Skilled in creating visually appealing charts and graphs for investor pitches • Deep knowledge of pivot tables and Excel VBA (Visual Basic for Applications) • Capable of building user-friendly financial models In my practice, I offer tailored services to cater to the specific needs of my clients. Whether you are seeking a versatile, easy-to-use financial model template to streamline your project analysis across multiple ventures, or you require a customized financial model meticulously crafted for a single project, I am here to deliver the expertise you need. My goal is to provide flexible solutions that empower you to make informed real estate investment decisions efficiently, including Proforma and rent analysis, as well as underwriting single deals. Let's discuss your requirements and find the perfect solution for your real estate financial modeling and underwriting needs.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Real Estate Financial Model
    Visual Basic for Applications
    Real Estate
    Real Estate Investment Assistance
    Pro Forma Statement
    Microsoft PowerPoint
    Financial Projection
    Cash Flow Modeling
    Financial Modeling
    Real Estate Financial Modeling
    Spreadsheet Software
    Industry Knowledge
    Macro Programming
    Project Finance
    Microsoft Excel
  • $495 hourly

    • 5.0/5
    • (1,115 jobs)
    IF YOU'D LIKE TO WATCH THE UPWORK WEBINAR I DID ON BUSINESS ORGANIZATIONS -- ADD THIS TO UPWORK.COM IN THE ADDRESS BAR: community/events/upwork-live-tips-and-tricks-for-starting-a-business-in-the-us. I am an attorney and accountant, and was a professor of finance and law at the University of Southern California where I taught business law, real estate and accounting. I have saved clients millions of dollars through insight and experience in negotiating and drafting contracts and a thorough understanding of accounting; and how the legal and financial elements affect one another. If you're considering starting your own business or you have started your own business you may find the book "You Want To Be An Entrepreneur" extremely useful. Search for that title on Amazon or see my portfolio below. I am considered an expert in licensing/franchising and brand management, and am one of the most experienced executives in the hospitality/entertainment fields. I have been an owner, operator, executive and consultant with more than 20 years in product and brand licensing for such world-famous entities as the Rolling Stones, Playboy, Warner Bros. and Penthouse. Additional info on LinkedIn.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Projection
    Trademark
    Mergers & Acquisitions
    Post-Merger Integration
    Due Diligence
    International Taxation
    Corporate Law
    Legal Consulting
    Brand Licensing
    Licensing
    Intellectual Property Law
    Business Plan
    Contract Law
    Contract Drafting
  • $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 Private Equity
    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
  • $100 hourly

    • 5.0/5
    • (473 jobs)
    Anup has the rare crossover of skills in accountancy, finance, excel, databases and programming. He is a first principles problem solver who believes the basic building blocks of all business are the same, and one can focus on these basic parts to solve any problem rather than looking for precedents or 'industry experts'. He has 15,000+ hours of excel experience. In the last 10 years of his consulting practice, he has worked with 240+ clients on 300+ businesses with problems like business forecasting, financial planning, budgeting, resource planning, project management, data management all using the versatile Microsoft Excel. These clients love him, they talk highly of his work. He has been recognized as one of the top financial modellers in the world by Modeloff. Fund managers and investment bankers in Europe and the Americas trust him with their modelling needs. His love for automation on Excel and understanding of finance produce some of the most unique spreadsheet solutions. Some of these help 50+ employee businesses run their operations and keep things on track.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Forecast
    MS Excel
    Cash Flow Modeling
    Real Estate Financial Modeling
    SQL
    Real Estate Appraisal
    Corporate Finance
    Financial Analysis
    Financial Reporting
    Financial Forecasting
    Excel VBA
    Financial Modeling
    Microsoft Excel
  • $20 hourly

    • 4.6/5
    • (379 jobs)
    Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor Quickbooks Online Advanced Certified ACCA (Accountant) (All Exams passed) CFA Charter Holder ( Chartered Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim Mughal
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Xero
    Buildium
    Financial Analysis
    Financial Reporting
    Asset Management
    Cost Accounting
    Technical Writing
    Financial Management
    WooCommerce
    Financial Modeling
    Balance Sheet
    Financial Audit
    Bookkeeping
    Income Statement
    Intuit QuickBooks
  • $125 hourly

    • 4.8/5
    • (60 jobs)
    I have been in private equity/ venture capital for the past 20 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 positioning your business 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 now 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 - 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 Private Equity
    Growth Strategy
    Mergers & Acquisitions
    Fundraising
    Presentation Design
    Venture Capital
    Financial Analysis
    Strategy
    Startup Consulting
    Investor Overview
    Investment Banking
    Management Consulting
    Financial Modeling
    Business Plan
    Presentations
    Venture Capital Consulting
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