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  • $75 hourly
    𝐏𝐫𝐨𝐟𝐢𝐥𝐞 𝐎𝐯𝐞𝐫𝐯𝐢𝐞𝐰: With over 15 years of experience, I empower startups, middle market businesses, Private Equity & Portfolio companies in the US, UK & EU. I help with 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹/𝗜𝗻𝘁𝗲𝗿𝗶𝗺 𝗖𝗙𝗢 𝗿𝗼𝗹𝗲, 𝗕𝘂𝗱𝗴𝗲𝘁𝗶𝗻𝗴, 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴, 𝗖𝗮𝘀𝗵 𝗙𝗹𝗼𝘄, 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴, 𝗮𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, & 𝗱𝗮𝘁𝗮 𝗮𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀. I also have experience in providing managing Strategic projects like 𝗠𝗲𝗿𝗴𝗲𝗿𝘀 & 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗗𝘂𝗲 𝗗𝗶𝗹𝗶𝗴𝗲𝗻𝗰𝗲, & 𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴. I am a consistently 𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 (𝐏𝐥𝐮𝐬) contractor on Upwork (among the top 2%). 𝐌𝐲 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝: I hold both Chartered Accountant degree (CPA Equivalent) and an MBA by qualification. 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗼𝘃𝗲𝗿 𝟱𝟬 𝗰𝗹𝗶𝗲𝗻𝘁𝘀, from diverse industries & countries from startups to businesses doing more than $3+ Billion in annual revenues. 𝗙𝘂𝗿𝘁𝗵𝗲𝗿 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝗮 𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝘁𝗲𝗮𝗺: If you need, you can also have access to my team of seasoned CFOs, Data Scientists, FP&A experts & Controllers to Tax & Accounting experts. We can provide a single-point solution to all your needs, no matter how simple or complicated they may be. ____________________________________________________________________ 𝐌𝐘 𝐂𝐎𝐑𝐄 𝐂𝐀𝐏𝐀𝐁𝐈𝐋𝐈𝐓𝐄𝐒 & 𝐎𝐅𝐅𝐄𝐑𝐈𝐍𝐆𝐒: - CFO Services (Cashflow Management, Budgeting, Team, Accounting oversight) - Budgeting & Forecasting, Financial Analysis, Departmental KPIs. - Financial Modelling, Projections, Microsoft Excel, Fund Raising & Investor communication - Month end close, Audit assistance & Compliance Oversight - Stakeholder management, Communication & Cross Functional Execution - Financial Reporting, Departmental Reporting, & Real-time Management Dashboards. - Real time analytics thru implementation of Microsoft Power BI & Tableau. - Business Strategy & Decision making 𝐒𝐄𝐋𝐄𝐂𝐓 𝐏𝐑𝐎𝐉𝐄𝐂𝐓 𝐏𝐎𝐑𝐓𝐅𝐎𝐋𝐈𝐎 𝐇𝐈𝐆𝐇𝐋𝐈𝐆𝐇𝐓𝐒: 1. 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, USA ($30Mn): Overhauled financial systems, boosting sales and margins. 2. 𝐒𝐨𝐥𝐚𝐫/𝐑𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐄𝐧𝐞𝐫𝐠𝐲, USA ($150M): Directed financial forecasting and managed M&A transactions. 3. 𝐂𝐏𝐆, UK: Implemented KPIs and OKRs, led ERP transition, enhancing efficiency. 4. 𝐂𝐲𝐛𝐞𝐫 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐲, UAE: Readied financials for fundraising and developed investor decks. 5. 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲, USA ($500Mn): Refined investor reporting and financial systems for portfolio companies. 6. 𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, UK: Optimized budgeting processes and financial operations. 7. 𝐋𝐞𝐧𝐝𝐢𝐧𝐠 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬: Revolutionized product profitability tracking and cost management. I excel in turning financial challenges into growth opportunities, ensuring businesses are not only financially sound but also poised for future success. 𝙇𝙚𝙩'𝙨 𝙙𝙞𝙨𝙘𝙪𝙨𝙨 𝙮𝙤𝙪𝙧 𝙣𝙚𝙭𝙩 𝙗𝙞𝙜 𝙥𝙧𝙤𝙟𝙚𝙘𝙩! Cheers, Sonabh
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Due Diligence
    Microsoft Excel
    Xero
    Data Analytics
    Microsoft Power BI
    Mergers & Acquisitions
    Fundraising
    Financial Modeling
    Cash Flow Modeling
    Budget Planning
    Financial Reporting
    Financial Analysis
    Financial Planning
    Financial Management
  • $165 hourly
    I build clear, easy-to-use financial models and data analytics to support your business decisions, pitches, and investments. My experience includes 10 years of using Excel / VBA, and I have modeled $2 billion of private equity transactions as an analyst at Goldman Sachs. I specialized in analyzing deals in the commercial real estate (office, hospitality, and multifamily) and consumer finance sectors. In addition to my modeling experience, I have also built VBA macros and dashboards to organize and speed up reporting processes for $700 million of portfolio positions. I specialize in modeling the following: • Cash flow modeling and investor return metrics (IRR, NPV, multiples, LTV, DSCRs) • Startup reporting and pitch book metrics (MRR, CAC, churn, customer LTV) • 3-statement (P&L, balance sheet, and cash flow) models • Equity waterfalls (GP / LP, promotes, splits) and debt structures (senior and mezz debt) • Distressed debt and real estate, non-performing loans • Sales and custom KPI forecasts • Sensitivity and multiple scenario analyses
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Startup Consulting
    Financial Modeling
    Cash Flow Modeling
    Financial Reporting
    Financial Projection
    Real Estate Financial Modeling
    Accounting Principles & Practices
    Financial Analysis
    Business Analysis
    Business Modeling
    Real Estate Investment Assistance
    Microsoft Excel
    Google Sheets
  • $175 hourly
    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 * 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) * Cryptocurrency/Token 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) 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 * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - 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
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Analysis
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $70 hourly
    I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***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 financial 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
    Investment Research
    Chartered Financial Analyst
    Investment Banking
    Pitchbook
    Valuation
    Financial Modeling
    Financial Planning
    Investment Strategy
    Pro Forma Statement
    Financial Analysis
  • $90 hourly
    💼 $𝟭𝟭.𝟱𝗕 𝗶𝗻 𝗠&𝗔 𝗗𝗲𝗮𝗹𝘀 𝗖𝗹𝗼𝘀𝗲𝗱 | $𝟴𝗠 𝗶𝗻 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 | 𝟭𝟬𝟬+ 𝗛𝗮𝗽𝗽𝘆 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 🏢 𝟭𝟱+ 𝗬𝗲𝗮𝗿𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 in Investment Banking, M&A, and Startups, with cross-sector expertise in E-commerce, Energy, and Media. 𝗔𝗯𝗼𝘂𝘁 𝗠𝗲 Hello! I’m Artem, a seasoned finance leader with over 15 years of experience in investment banking, M&A, and corporate development. I’ve had the opportunity to work with some of the world’s top financial institutions and rapidly growing startups, including Bank of America Merrill Lynch and PwC. I’ve led transactions totaling $11.5 billion and raised $8 million in funding for my own startup. In my most recent role as Head of Deals for a Singapore-based rollup fund, I managed acquisitions for a portfolio of e-commerce brands with assets worth $120 million. My aim is to simplify the complex world of finance for your business and help you achieve measurable success. 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗜 𝗢𝗳𝗳𝗲𝗿 🔹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 I use sophisticated financial models to help you plan for sustainable growth, guiding you with data-backed insights and clear financial roadmaps. 🔹 𝗔𝗰𝗰𝘂𝗿𝗮𝘁𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 With a keen eye for detail, I conduct in-depth analyses to determine the true value of potential investments, helping you make informed decisions. 🔹 𝗘𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝗗𝗲𝗮𝗹 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗶𝗻𝗴 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 I specialise in structuring deals that benefit your business while minimizing exposure to financial risks. 🔹 𝗠𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄 I conduct comprehensive due diligence to ensure the viability and profitability of your investments before moving forward. 🔹 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗱 𝗙𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 I have hands-on experience raising capital and can guide you in securing the right funding aligned with your business goals. 🔹 𝗠𝗲𝗿𝗴𝗲𝗿 𝗮𝗻𝗱 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 From deal sourcing to post-acquisition integration, I provide end-to-end support for smooth, successful M&A transactions. 🔹 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 & 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 I apply my corporate finance expertise to streamline operations and improve your company’s financial health. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝘃𝗶𝗲𝘄𝘀 “Artem’s financial insights and deal structuring expertise were invaluable to our fundraising efforts. Highly recommend him!” – Founder, E-commerce startup “We engaged Artem for an M&A project, and his strategic thinking was instrumental in closing the deal smoothly.” – CEO, Private Equity Fund “His financial modeling skills are unmatched, and his ability to simplify complex data made all the difference.” – Director, Tech Startup 𝗛𝗼𝘄 𝗜 𝗖𝗮𝗻 𝗛𝗲𝗹𝗽 𝗬𝗼𝘂 If you’re looking for practical financial advice and hands-on support with M&A, fundraising, or strategic financial planning, I’m ready to collaborate with you. Whether it’s creating a detailed financial model, raising capital, or evaluating a potential acquisition, I’m here to help you navigate every step of the process. Let’s discuss how I can add value to your business. 𝗖𝗼𝗿𝗲 𝗦𝗸𝗶𝗹𝗹𝘀 🔹 M&A Strategy & Execution 🔹 Deal Sourcing & Pipeline Management 🔹 Financial Modeling & Valuation 🔹 Due Diligence & Risk Management 🔹 Negotiation & Deal Structuring 🔹 Strategic Business Development 🔹 Capital Raising & Investor Relations 🔹 Team Leadership & Scaling Operations Let’s get in touch! I’m here to simplify your financial challenges and drive your business to success.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Investment Banking
    Investment Strategy
    Team Management
    Due Diligence
    Business Analysis
    Chartered Financial Analyst
    Microsoft PowerPoint
    Fundraising
    Pitchbook
    Financial Analysis
    Microsoft Excel
    Company Valuation
    Financial Projection
  • $75 hourly
     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
    Strategy
    Business Valuation
  • $53 hourly
    Hi there! My name is Alex Demin, and I'm a crowdfunding expert with 4 years of experience in helping campaigns raise funds through Kickstarter, Indiegogo and more. I have a track record of success, having helped campaigns raise 500 000+ of dollars, and have been scaling their business after the campaign ends. I specialize in working with selective campaigns from the start, and my services include crowdfunding consultation, campaign design and ranking, video creation, page creation, marketing, lead generation, PR and more. My clients have praised me for my hard work, dedication, and insider knowledge of the crowdfunding industry, and I take pride in helping businesses transform their ideas into successful campaigns. If you're looking for an expert in crowdfunding to help you achieve your goals, I'd love to hear from you. Let's work together to take your campaign to the next level!
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Landing Page Design
    Branding & Marketing
    Kickstarter Marketing
    Public Relations
    Startup Consulting
    Crowdfunding Campaign
    Crowdfunding
    Audience Segmentation & Targeting
    Crowdfunding Account Setup
    Crowdfunding Consultation
    Crowdfunding Marketing
    Campaign Management
    Fundraising
    Lead Generation
    Email Marketing
  • $55 hourly
    As a Business Development Specialist with a rich background in Business Intelligence, my core competencies include market and company research, expertly crafting B2B prospect lists, and delving into the nuances of business data. I excel in prospect list building, using advanced techniques in Excel and other platforms to create comprehensive and targeted lists. My skill set extends to data collection, where I employ methods like data scraping and web development to gather and refine the data needed for effective business strategies. 🟩 In the realm of B2B marketing, where data is king, my experience is extensive: ✔️List Building and Data Analysis: Utilizing data scraping tools and web development skills, I build valuable databases essential for effective list building and in-depth data analysis. -✔️Market and Competitor Research: Through comprehensive research, I deliver insightful competitive analysis and intelligence, which are crucial for strategic business planning. Tools like Digital Ocean and AI solutions like generative AI play a significant role in this process. ✔️-Data Workflow Automation: Leveraging Python and the Google Cloud Platform, I ensure that data workflows are automated and seamlessly integrated, leading to more informed, data-driven decisions. 🟩As a Business Development Specialist focused on Business Intelligence, my expertise encompasses a broad spectrum of skills and tools: ✔️-Market and Company Research: I delve deeply into market dynamics and company specifics using platforms like Crunchbase, Hoovers, and ZoomInfo. This allows for a thorough understanding of market trends and competitor strategies. ✔️-Excel Prospect List Building: Leveraging Excel's advanced features, I craft detailed B2B lists, ensuring they are rich in quality and relevance for specific marketing campaigns. ✔️-Business Data Management: My approach to business data involves meticulous collection and analysis, using tools like BigQuery and Data Warehouses to manage and interpret large datasets. ✔️Data Collection and Scraping: I employ sophisticated data scraping techniques, coupled with my skills in web development using platforms like GoHighLevel, Wix, and GoDaddy, to gather and refine pertinent data. ✔️-Web Development: Integrating advanced web technologies, I develop user-friendly platforms for effective data presentation and interaction, enhancing both the user experience and data accessibility. ✔️Business Valuation: Leveraging methodologies like Discounted Cash Flow (DCF) and Comparable Company Analysis, I accurately assess the value of businesses in diverse industries. This critical process considers future earnings, market positioning, and industry-specific trends. ✔️M&A Strategy: In the realm of mergers and acquisitions, I focus on identifying synergistic opportunities for growth and diversification. My role involves meticulously planning and executing acquisition strategies, ensuring they align with overall business objectives. ✔️Private Equity Insights: My experience in private equity includes identifying potential investment opportunities in privately held companies, guiding them through growth phases, and preparing for eventual sale or public offering. ✔️Deal Structuring and Due Diligence: I am adept at structuring deals to maximize value and minimize risk. This includes comprehensive due diligence, covering financial, legal, and operational aspects to uncover potential risks or liabilities. ✔️Market Analysis: My market analysis skills are crucial in navigating the complex dynamics of the M&A and private equity landscape, helping to pinpoint lucrative opportunities and anticipate potential challenges. 🟩My specialization also extends to: ✔️Building Sales Lead Lists and Email Databases: I help businesses to expand their reach accurately and efficiently, using targeted email databases and sales lead lists. ✔️Task Automation for Efficiency: By automating repetitive tasks, I streamline business processes and strategically allocate resources, ensuring maximum impact. Tools like Trifacta and API integration techniques are key in this area. ✔️-Client Communication: I place a strong emphasis on clear and consistent communication, building collaborative relationships with clients to achieve their business objectives. 🟩 With a comprehensive suite of tools and a strategic approach, I provide: ✔️-Innovative Market Insights: Using AI tools and Bombora intent data, I offer insights that keep business strategies adaptive and forward-thinking. ✔️Data into Actionable Plans: Transforming complex data into clear, actionable plans is a cornerstone of my approach, ensuring businesses can navigate through challenges and opportunities alike. ✔️-Driving Growth and Market Presence: My focus is on turning data-driven insights into substantial growth and establishing a formidable presence in the market.
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    Target Market Research
    Mergers & Acquisitions
    Data Analytics
    Data Collection
    Data Scraping
    Business Development
    Business Intelligence
    List Building
    Automation
    Generative AI
    B2B Marketing
    Lead Generation
    Market Research
    Competitive Analysis
  • $80 hourly
    Get a sleek, professional pitch deck, sales deck, or company profile presentation with the design and storytelling power to secure investment, win clients, and convince executives or partners. I held multiple Investment Banking roles in Big 4 companies (PwC, Deloitte) and top London banks (Deutsche Bank, Citi, UBS) specializing in PowerPoint presentations, investor decks, business reports and performing market analysis for sell-side M&A transactions. Now, I rely on my experience so far to help Upwork clients successfully secure investor and client relationships: 🏅 Assisted 50+ Clients (Tier1 as well as startups) with Preparing Fundraising Decks for Amounts Ranging from $6M-$200M across 20+ Industries 🏅 100% Job Success Score as a Top Rated Plus Upwork Freelancer 🏅 9+ Years of Consulting and Investment Banking Experience 🏅 Featured in Forbes, Business Insider, Yahoo Finance ✅My testimonials say a lot about me: ●"Maria delivered a presentation that was exactly what investors were looking for." ●"Maria created a higher quality deck than we could have ever done by ourselves." ●"Maria's expertise in analysis, structuring, and business acumen proved invaluable to our team." ⭐Working with me, you will: ● KNOW that you have a BEST-IN-CLASS PITCH-DECK and that you are putting your best foot forward to get the funding you need from investors and VCs ● GET INVESTOR-GRADE, BIG-4 STANDARD presentations and reports in proper English that are FUTUREPROOF and that will help raise capital and get more clients for your business ● STOP STRUGGLING with finding time to do the rest of the work that ONLY YOU can do. I’ll take everything else off your plate, like writing excellent copy for clients & investors, editing compelling business presentations, and sourcing reliable market and industry data so you don’t have to go down all the research rabbit-holes ● MAKE BUSINESS DECISIONS CONFIDENTLY, knowing that you are counting on data that is recent, accurate, reliable, and complete ● SAVE MONEY by reusing my work in other presentation decks and business collateral in the future ⚡ My background highlights: ● Created business development presentations that helped Big 4 consultancies in London to secure advisory projects of $1m+ in budget ● Created compelling pitch decks that secured funding with investors and VCs ● Researched data, compiled information memorandums and developed marketing materials for sell-side M&A transactions of companies in Fintech, Oil & Gas, Hospitality, Automotive, Chemical and Confectionery industries ● Led comprehensive risk assessments and gap analyses used in the Investment Banking industry as a basis for extensive change management projects ● I have my own company on the side, so I am familiar with the struggles of start-ups when securing funding and prospecting a new market You can confidently hire me for: ✅ Pitch Decks/investor presentations; from pitch deck design to building a pitch strategy, compelling equity story & pitch deck copywriting for seed & Series A-D rounds ✅ Company & product presentations ✅ Summarizing multiple & varied sources of data into PowerPoint presentations ✅ Information Memorandums ✅ M&A support (deal marketing) ✅ Market research to help identify business opportunities ✅ Company and industry research ✅ Competitor analysis ✅ Responding to RFPs ✅ Wording and content improvements / Business and Finance copywriting ✅ Summarising financial news SOUNDS LIKE I COULD BE A GOOD FIT? HERE'S WHAT TO DO: Click on the 'Invite to job' button at the top of the page and let me see how I can help take that work off your plate and deliver excellent results for you and your business. I guarantee fast delivery times within timeline and budget and efficient communication throughout. Areas of expertise: Tech, Fintech, Investment Funds, Banking & Finance, Consumer Finance, Real Estate, SaaS, Deeptech, Edtech, Oil & Gas, Mining, Aviation, Automotive, Agriculture, Chemical, Confectionery, E-commerce, Pharma, Manufacturing, Medtech, Healthcare, Hospitality, Luxury Goods, B2B. Familiarity with Finance & Capital Markets terms and concepts. I specialize in creating decks using PowerPoint and Canva. Fluent English Speaker (native level equivalent). I adapt my writing to my audience (UK or US).
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Business Presentation
    Microsoft PowerPoint
    Sales Presentation
    Fundraising Presentation
    Pitch Deck
    Presentation Design
    Data Visualization
    Presentations
    Company Profile
    Content Writing
    Investor Overview
    Executive Summary
    Business Plan
    Business Writing
    Pitchbook
  • $500 hourly
    Chief Legal Officer/Business Advisor (Strategic Transactions) Welcome to Wayfarer Law!! A Wayfarer travels by foot, often ingratiating into the culture and vibrancy of many places. A wayfarer connects with people and fosters deep understanding and trust. We will start building that as we take the journey together. At Wayfarer Law, I bring over 20 years of experience in law and finance to the table. I am passionate about creating innovative solutions for the emerging challenges and opportunities in the fintech, blockchain, and crypto space, while ensuring compliance, risk management, and governance best practices. In my previous roles as Chief Legal Officer/General Counsel and Director of Strategic Transactions I led the acquisition and integration of multiple companies, established strategic partnerships worldwide, and developed relationships with various industries, such as breweries, distilleries, wineries, cider makers, and pharmaceutical companies. I also advised on foreign exchange, privacy, wealth management, private banking, and commercial banking matters, demonstrating my versatility and adaptability in different legal and business contexts. I also have a bevy of experience in financial services, including foreign exchange, SBA, business banking, corporate banking, private banking, and fintech. Through my law practice, I create solutions!
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    Private Labeling & White Labeling
    Fundraising Presentation
    Funding Needs Assessment
    Fundraising
    Privacy
    Strategy
    Strategic Planning
    Emerging Tech Consultation
    Tech & IT
    Blockchain
    Contract
    Legal Agreement
    Law
    Mergers & Acquisitions
  • $60 hourly
    - Passionate about emerging markets, startups and investment management. - 8 years of experience in equity investing/trading. - Familiar with most of the high-quality literature on investing (Cliff Asness, Nassim Taleb, Robert Shiller, William Sharp, Harvey Campbell, Eugene Fama, Ray Dalio, D. E. Shaw, Howard Marks, Harry Markowitz, Warren Buffett and many more) - Lived on 5 continents (Australia, UK, China, Brazil, Mexico, Hong Kong, Italy, Russia and Bulgaria). - BSc. in International Finance that officially covers more than 70% of CFA level III Skills - Finance: - Quantamental and value investing - Financial modeling - Portfolio construction - Risk management - Global and Chinese Equities - FX - DeFi (crypto) Skills - Tech: - Python - Machine Learning - HTML, CSS, Bootstrap, JavaScript, jQuery Skills - Business development: - E-commerce - Digital marketing (PPC, SEO, Social media) - Import and export goods - Businesses internationalization - Strategic planning Skills - Others: - Pattern recognition - Complex problem-solving - Critical thinking - Creativity - Data analysis - Negotiation Research: - Private equity in developing countries - Venture Builders - Senior Entrepreneurship - Entrepreneurship in emerging markets - BRICS
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    Article Writing
    Asset Management
    Portfolio Management
    International Business
    Entrepreneurship
    Financial Modeling
    Digital Marketing Strategy
    Venture Capital
    Investment Banking
    Business Management
    Investment Strategy
    FinTech
    Python
    Machine Learning
  • $130 hourly
    Barry is a senior finance executive with 15+ years of experience across investment banking, private equity backed portfolio vehicles and publicly listed companies. His skill set has been developed by being on both the banks side and the company's side of transactions. From his sell side capital markets experience, Barry has underwritten leveraged loan syndicates, financed debt facilities from senior debt all the way through 2nd Lien to PIK facilities across new transaction underwriting and refinancing / restructurings. From his buyside experience, Barry has acquired other businesses to further the sponsors buy & build strategy, started up joint ventures, launched capital intensive organic growth projects to further the corporate strategy and recapitalised the operations to release capital & enhance equity.
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    Legal Agreement
    PV Evaluation
    Joint Venture
    Mergers & Acquisitions
    Analytical Presentation
    Real Estate Financial Modeling
    Business Strategy
    Investment Banking
    Refinancing
    Business Development
    Corporate Finance
    Capital Markets
    Financial Analysis
    Financial Modeling
  • $28 hourly
    🚀 Elevate Your Venture and aAccelerate Your Success with Tanji! Embark on a journey of financial transformation with a trusted partner with CPA+CFA and 10+ years experience in PE and VC who has been recognized by 300+ clients for his unparalleled expertise. Here's a glimpse into what awaits you: 🏆 Proven Track Record of Success ✅ Super fast delivery ✅ Work with 100% client satisfaction ✅ Over $200 million raised for 300+ startups, including successful IPO cases backed by heavyweight Ventures. ✅ Assisted 100+ investors in managing assets under management (AUM) ✅ Consistently ranked in the top 3% on Upwork worldwide, earning recognition from industry leaders and media giants. 🔥 Unrivaled Services, Unmatched Results 🔹 FOR ENTREPRENEURS: 🎯 Triple (3x) Your Capital Raised 🎯 Double the Speed of Round Closure 🎯 50% Savings in Fundraising Costs 👉 My Services for Entrepreneurs: ✅ Bespoke solutions ✅ Top investment-level Pitch Decks & Teasers ✅ Business plans ✅ Dynamic & Advanced financial models; ✅ Comprehensive market research and competitive analysis. Effortlessly manage your fundraising campaigns with my expert guidance, including equity crowdfunding support. 🔹 FOR INVESTORS: 🎯 Triple (3x) Your Deal Flow 🎯 Cut Due Diligence Costs by 60% 🎯 Accelerate Startup Assessment Reports by 2x 🎯 Access unparalleled M&A advisory, venture capital due diligence, financial modeling, and deal sourcing services. 🎯 Ensure your investments thrive with expertly crafted term sheet editing and analysis. 👉 My Services for Investors: ✅ Mergers and acquisition - M&A Advisory ✅ Due Diligence Services ✅ Financial Modeling analysis of deals ✅Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing 🔹 FRACTIONAL CFO SERVICES FOR STARTUPS AND SMEs- who need guidance in their early and rainy days or want to move their business forward : 🎯 Unlock Tier 1 grade CFO Services 🎯 Gain Expert Financial Guidance 🎯 Access to timeless Comprehensive solutions 👉 My Services as fractional CFO: ✅ Financial analysis and reporting ✅ Cash flow management ✅ Budgeting and forecasting ✅ Strategic planning ✅ Risk management ✅ Bookkeeping 🌟 Industry Expertise: Unlock tailored solutions crafted for your industry needs. With a diverse portfolio spanning: ✅ Real Estate ✅ Healthcare / BioTech ✅ E-Commerce ✅ FinTech / SaaS ✅ Consumer / CPG / Manufacturing ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ EdTech ✅ Hospitality / Tourism ✅ Renewable Energy ✅ Fashion / Apparel ✅ Media / Entertainment ✅ Agriculture / Agri-Tech ✅ Telecommunications ✅ Automotive / Mobility Tap into specialized knowledge and experience to drive your business forward. 💎 Testimonials that Speak Volumes "My experience with Tanji and his team was nothing short of amazing. Highly recommended!" - Edtech Startup Founder "Tanji delivers unparalleled depth and coherence in their reports. Highly recommended!" - UK-based VC firm "Tanjiur stands apart from the rest by a mile. Truly exceptional!" - Game company CEO, raised $10M Series B "Tanjiur did it great! Very strong technically and excellent in communication. Could not recommend him more." - Tier 1 Investor "A brilliant CPA, on par with Ivy League drop-in CFOs. Where can find more people like Tanjilur? "- Electric Business CEO 📝 TAKE THE NEXT STEP !! Ready to unlock the full potential of your venture? Reach out today, and let's chart a course to your financial greatness together!
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    Market Research
    Business Plan
    Financial Planning
    Financial Analysis
    Valuation
    Research & Strategy
    Startup Consulting
    Startup Company
    Company Valuation
    Financial Modeling
    Forecasting
    Financial Report
  • $100 hourly
    I offer two complementary services for distinct client needs. With 10+ years leading non/technical teams, combining project management, management consulting, business writing (Linkedin, resumes, etc), strategic planning, data analysis, and continual process improvements. I take a customer-centered approach to enhance efficiency and delivery through: 1. Digital transformation, streamlining business processes, and management consulting 2. Career & Corporate Development Services Whatever your problem, let's solve it. ⭐️ Agile PM & Management Consulting ⭐️ I've been called a project/program manager, a solutions expert, a strategic leader, and a trusted advisor—streamlining operations across various industries, including Fortune 500 companies and GovCon clients. I empower organizations through effective business process improvement, digital transformation, and automation. What I Offer: - Agile Project Management: Implement Agile methodologies to enhance team collaboration and project delivery. - Business Process Improvement: Analyze and optimize workflows to drive efficiencies. - Automation Solutions: Leverage tools like Microsoft Power Apps, Automate, and UI Path to automate repetitive tasks and enhance your team's productivity. - Digital Transformation: Guide organizations in adopting technology solutions that streamline operations and improve customer experiences. - Change Management: Develop and implement strategies that facilitate smooth transitions during organizational changes. - Process Mining: Use data analysis to uncover insights and opportunities for process enhancement. Here’s what my clients have to say: Mark is a President and Consulting Executive in the Federal space, “Harry is simply one of the best program managers and leaders I've had the opportunity to work with... He does not avoid the hard problems, he seeks them out and addresses them head-on. I look forward to staying in touch with Harry in the future.” Reach out today, let’s discuss your current situation, and see how I can plug into your team! ⭐️ Career & Company Development ⭐️ For my writing services, I take a customer (target audience) perspective to leverage the power of SEO, ATS, and LinkedIn’s algorithm to solve your business problems. I've provided professional development and business consulting on 500+ LinkedIn personal pages, resumes, cover letters, and 200+ company pages from around the world. My past clientele includes C-suite executives, their public sector equivalent, small business owners who want to expand their brands with social selling, mid-career professionals looking for a change, recent graduates just entering the workforce, and even recruiters. Feel free to reach out to me here about: - LinkedIn Profile & Resume Services: Optimized, SEO-Rich LinkedIn Profiles, Executive Resume Writing, Personalized Cover Letters, LinkedIn Company Pages, LinkedIn Sales Navigator Master Classes - Interview & Transition Support: including Interview Preparation Sessions, Career Transition Strategy Sessions, Interviewing, and Recruiting Services - Other Writing Projects: Job Description Writing, Government Proposal or RFP Writing, Grant Proposal Writing, Business Plan Writing, Pitch Deck Writing, and Policy Development The overlap with my PM & Management Consulting services gives my writing a bit of an edge, it allows me to draw on parallel experiences and my experience as a hiring manager to deliver work that’s way beyond your standard writer. Here is what one of my recent clients; Roman, a company founder, and CEO, who recently had his company acquired and is looking for his next opportunity had to say about my work; "I am so glad that I chose Harry for this project. His expertise surpassed all of my requirements and I learned of things that I wasn't even aware of with my LinkedIn. He was great with communication and walked me through any questions or concerns that he had throughout. I really enjoyed his analysis of my pictures, and I feel confident that I have a completely revamped profile now thanks to Harry. I really liked working with him and I already know that I will be hiring him again." Whether that is to land a new job, build sales leads, or simply to refine your professional image prior to a critical engagement with a client, RFP, or investing round. If you are interested in learning more about how I can help you or your business, feel free to reach out with any questions or concerns.
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    Federal Acquisition Regulations
    Management Consulting
    Change Management
    Scrum
    Automation
    Microsoft PowerApps
    Microsoft Power BI
    Microsoft Power Automate
    Digital Transformation
    Resume
    LinkedIn Profile
    LinkedIn Profile Optimization
    Project Management
    Strategic Planning
    Agile Project Management
  • $30 hourly
    Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.
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    List Building
    Company Research
    Investment Banking
    Investor Overview
    Market Analysis
    Market Segmentation Research
    Financial Modeling
    Business Valuation
    Financial Analysis
    Pitchbook
    Management Consulting
    Data Scraping
    Business Plan
  • $40 hourly
    Having certifications from the two largest Accounting Bodies of the world (AICPA, US - licensure pending, and ICAI, India), the professional is a young, energetic and aspiring service provider proficient in US GAAP, IFRS, and IFRS-based Accounting Standards. He has 5 years of experience in Financial Planning, Financial Controlling, Financial Management and Analysis, Financial Reporting, Taxation (US, India, International) and Management Accounting. He is currently serving a Netherlands-based HR start-up as its Fractional CFO, as well as a UK-based luxury fashion startup as its Head of Finance. What can you expect? -Immediate replies to questions and queries: available 10 hours a day (mainly UTC hours), Monday to Saturday -Accurate and cost-effective Strategic Financial Management, Financial Analysis, Accounting, Tax Planning and Preparation, and Financial Assignments (Financial Forecasts, Financial Modeling, Project Reports, and Investment Analysis) -Compliance with the Industry Best Practices, with an aim to customize the Financial Reports as per the Business (The professional has worked with clients belonging to varied industries-HR, Construction, Automobile Retail, IT Outsourcing, FinTech, Consumer Goods Manufacturing, Retail, and Financial Services Industries) -Availability post completion of the project: You may contact the professional any time even after the completion of the project for any queries or assistance. The professional hopes to create a long-term business relationship with you, helping you with anything and everything connected to Finance, Financial Accounting and Management Accounting.
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    Financial Planning
    US Taxation
    Financial Reporting
    International Taxation
    Bookkeeping
    Article Writing
    Cost Accounting
    Financial Accounting
    Financial Audit
  • $150 hourly
    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.
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    Investment Research
    Fundraising
    Management Skills
    Business Management
    Investment Banking
  • $250 hourly
    ⭐️ 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.
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    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
  • $90 hourly
    Hello! I am a financial analyst specializing in LBO models, fractional CFO services, and real estate models. The bulk of my work over the last two years has been building LBO models for family offices, private equity firms, and individual investors seeking to purchase businesses. I have built dozens of 3-statement LBO models for investors to assess the best purchase price and financing structure when acquiring a business. I have also helped investors find debt products and submit their targets for SBA approval to help source capital and execute a deal . My core competencies include the following: 1) M&A Models- My primary specialty involves building LBO models for investors looking to purchase small and medium-sized businesses in the middle market. I am able to utilize information on the company's historical performance and market segment to determine a fair offer range and am able to calculate the risk-return profile given different financing structures. I've also performed 409A valuations for early-stage and mature businesses. 2) Real Estate Models- I began building real estate models in 2021 starting with a hotel construction project in Las Vegas. I've steadily mastered this skill working on projects for multifamily, single-family-residential, mixed-use, RV parks, and retail properties. 3) Pitch Material Creation: I have worked on numerous pitch decks for companies in a range of sectors. If you would like an investment teaser or pitch deck produced feel free to contact me to discuss further.
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    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Analysis
    MATLAB
    Investment Research
    Income Statement
    Investment Banking
    Python
    Finance & Accounting
    Modeling
    Mergers & Acquisitions
  • $135 hourly
    Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
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    Crowdfunding
    Fundraising
    Investment Preparation
    Corporate Finance
    Financial Management
    Venture Capital Consulting
    Investment Banking
    International Business
    Startup Consulting
    Mergers & Acquisitions
    Financial Analysis
  • $200 hourly
    * 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
    Financial Modeling
    Modeling
    Marketing
    Data Analysis
  • $275 hourly
    Greetings: I am a tenured financial professional/investment banker and former PWC CPA specializing in 506c/CF and private equity offerings. I am a veteran investment banker and private equity expert with over 25 years of experience. I have served at firms including Bear Stearns, Thomas Weisel Partners, and PaineWebber and headed the investment banking department of three boutique investment banks. I have a record of successfully executing over 250 investment banking transactions and raising more than $3 Billion in debt and equity financing, in addition to leading multiple M&A transactions. I have served as a trusted advisor to hundreds of C-level teams. I have authored countless offering memorandums and investor presentations and structured hundreds of private equity investments. I have worked closely with the country's top venture capital firms and presented my clients’ businesses and capital offerings to thousands of institutional and retail investors. I am also an expert at helping C-suite officers present their companies and their capital offerings to investors in a highly professional and compelling way. Having held a FINRA series 24, 7. 63, and 79 for over 15 years, I am intimately familiar with the rules and regulations pertaining to SEC and FINRA compliance. Early in my career, I also served for several years as a CPA at PricewaterhouseCoopers, an international accounting and consulting firm. I hold an MBA from Northwestern University and a bachelor’s degree in finance and accounting from the University of Iowa. I have spent my career assisting entrepreneurs and helping them to reach their goals. I look forward to helping you reach yours. Mark Finckle CAPITAL RAISING/INVESTMENT BANKING SKILLS: Investor Presentations (PowerPoint and Investor Presentation Skills) Private Placement Memorandum Executive Summaries Banking / VC / Investor Introductions Financial Modeling (Capital Raising/M&A) Valuation Mergers & Acquisitions Consulting Due Diligence & Transaction Support Term Sheet / M&A Negotiations Deal Structuring Investor Relations CFO SKILLS: Capital and Financial Budgets Financial Modeling Accounting & Reporting Internal Controls Process Improvement / Systems Efficiency Financial Analysis Cost Reduction Dashboards Board Presentations Vendor Management & Negotiations Start-up Formation & Organization TECHNICAL SKILLS: Expert presenter & Public Speaker Strong Excel and PowerPoint (I have built over 1,000 financial/investor presentations) QuickBooks and other similar accounting software Flowhub, Portal42, and other retail-focused POS Video Editing (Camtasia, et al, multiple technical YouTube videos online) TEFL Certification
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Analysis
    Sales
    Coaching
    Presentation Design
    Teaching
    Venture Capital Consulting
    Investment Banking
    Business Presentation
    Employee Onboarding
    Startup Consulting
    Presentations
    Financial Planning
    Data Visualization
    Training
  • $75 hourly
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Managerial Finance
    Investment Banking
    Business Valuation
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $125 hourly
    ◼️ BACKGROUND I am a master of my craft with 15+ years of entrepreneurial and diverse business and startup experience. I have a proven track record of taking ideas from the conceptual stage to fully operating businesses with my ventures, and I can help you achieve your goals! I have been in your shoes trying to get a business off the ground, and I understand what it takes! I have worked with 290+ startups on Upwork, and more through referrals, from pre-seed to series D. I know how to grab an investor's attention and what they are looking for when deciding to invest. I will methodically guide you through the tried and true process that I have perfected from start to finish to help you prepare a compelling business story to raise capital and accelerate growth. I hold an undergraduate degree from Columbia University and an MBA from The George Washington University. I currently reside in San Francisco's Bay Area by way of New York City. I am a member of Silicon Valley's oldest angel investment group The Band of Angels. When I am not working, I am spending time with family and bike riding through the Bay Area. ◼️ TESTIMONIALS "Peter is an absolute professional in every sense of the word . . . The end product far exceeded my expectations and I will continue to tap Peter for future projects." "Brilliant Peter! He is very helpful and approachable and is always available to answer any questions. I would highly recommend working with him!" "Peter and his team crushed it!!! The best freelancer on Upwork" ◼️ EXPERTISE Pitch Decks: Prepare (in Google Slides, PPT, or Keynote) content with a clean and modern design to secure funding Executive Summary (1-pager): Prepare a concise and punchy summary of the startup's story Sales Presentations: Prepare a persuasive sales narrative to win new clients and/or partnerships Business Plans: Prepare a comprehensive plan (in Google Docs.) that covers the details of your business from A to Z Financial Projections: Prepare an editable financial model with 5-year projections, cash flow, balance sheet, breakeven/sensitivity, and any other requirements to raise capital or manage operation Fundraising: Build a list of vetted venture investors based on how much capital you are raising and your startup's stage and reach out and manage on your behalf based upon an agreed-upon timeline ◼️ INDUSTRIES SERVED AI, Consumer and B2B Tech, Edtech, Real Estate, Fintech, Fashion, Health and Wellness, SaaS, Consumer Goods, Life Sciences, Adtech, Media and entertainment, Legal, Hospitality and Tourism, Financial Services, Aerospace, el al ◼️ TIMELINE Pitch deck: 2 - 3 weeks (max) Pitch deck and financial model: 3 weeks (max) Business plan, pitch deck, and financial model: 4 weeks 1 pager: 7 days ◼️ MORE ABOUT ME Entrepreneurial Extremely organized Detailed oriented Great communicator and listener Patient ◼️ BENEFITS Work with an expert Receive investor-ready material Save time and headache A proven process that works Easy to work with Send me a message and let's have a discovery call.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Business Consulting
    Business Plan
    Financial Model
    Financial Projection
    Presentations
    Sales Presentation
    Financial Modeling
    Pitch Deck
    Pitchbook
    Financial Management
    Fundraising
    Venture Capital Consulting
    Startup Consulting
  • $200 hourly
    I’m the Top 1%, Expert-Vetted, Finance Freelancer who has become a go-to consultant with the secret sauce recipe here on Upwork for pitch decks, financial modeling build-outs, financial forecasting, M&A, business planning, underwriting due diligence, and valuations on B2B, CRE, D2C, and B2C transactions. If you are looking to grow your business, need interim CFO services to help your business grow, participate in a merger, acquire a business, or seek capital for your venture in our capital markets, I’m the guy people talk to here because I have 30 years of experience in the field. Yeah, I’m that end-to-end guy who can help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street. Key experiences you will want in your corner: * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always Your Side. You can get there from here but it starts with reaching out to the professional who just doesn’t stop. I love this business and you will too – I guarantee it. Let's chart a path towards success and adding value to your company or transaction. Reach out!
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Financial Analysis & Valuation
    Real Estate Financial Model
    Business Management
    Business Proposal
    Capital Markets
    Equity Valuation
    Partnership Agreement
    Commercial Lending
    Financial Prospectus Writing
    SEC Regulation
    Underwriting
    Contract Negotiation
    Business Valuation
    Mergers & Acquisitions
  • $225 hourly
    I am an experienced corporate, securities and business transactions attorney. I have advised clients in a wide variety of transactions, projects and commercial contracts. Whether it’s a securities offering, an M&A transaction, a corporate/governance issue or a contract matter, I am experienced in taking the matter from its initial stage as lead attorney, negotiating and papering it, and then advancing it to closing. I have practiced law in Washington, D.C. and New York City as a partner with private law firms and as in-house counsel for both public and private companies. I currently serve as of counsel to a New York City-based securities and transactional firm. I began my legal career with the Securities and Exchange Commission as an intern and since then have guided entrepreneurs and growing companies in various stages of development from start-up to public registration. I have represented clients in diverse fields including emerging technology, finance, biotech, natural resources, solar, communications, manufacturing, licensing, web-based and commercial services, among others. I have also advised new ventures regarding choice of LLC or corporate operating entity and structure and have counseled established companies regarding corporate finance and governance, long-term exit strategies and employment, and management/employee/shareholder issues. Having also served in various positions as in-house counsel, director and executive officer for both public and private companies, I am informed by both legal and practical experience when the need to advise boards, founders and executives arises. As an experienced negotiator, I always focus on securing optimal contract terms for clients and, when needed, I have resolved numerous disputes for clients, allowing them to avoid costly litigation. I served as the Chairman of the Corporate Law Committee for the Bar Association of the District of Columbia for five years and have been honored in the past for my business law seminars. I was a legal and business commentator with a weekly segment on Clear Channel’s business talk show "The Trader’s Network" and over the years I have authored articles regarding finance, securities compliance, crowdfunding and other matters pertinent to new and growing companies. I am also co-author of a book for entrepreneurs and startups. In summary, my core skill sets include: (i) negotiating and preparing complex multi-party agreements; (ii) managing, documenting and closing transactions; (iii) M&A transactional work; and (iv) venture funding via private securities offerings.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Contract Negotiation
    Corporate Law
    Corporate Finance
    Project Finance
    Corporate Strategy
    BOARD
    Securities Law
    Finance
    Corporate Governance
    Contract Law
    Mergers & Acquisitions
    Legal
  • $50 hourly
    MBA Finance graduate and a CFA, CFA Institute, USA; 10+ years of financial advisory and entrepreneurship experience. I have been associated with firms such as KPMG and IDG Venture Capital. I have worked on several end-to-end M&A advisory and PE/VC fundraising deals. I have made numerous detailed business plans, financial projections, breakeven analysis, Valuation models for startups/mid-sized companies. I currently run my own business ventures and work as a financial consultant alongside.
    vsuc_fltilesrefresh_TrophyIcon Private Equity
    Corporate Finance
    Financial Writing
    Business Valuation
    Business Mathematics
    Real Estate
    Business Writing
    Financial Modeling
    Financial Planning
    Financial Projection
    Business Plan
    Financial Analysis
    Microsoft Excel
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