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Experience: ✓ Ex-Big4 M&A Advisor ✓ Hong Kong Qualified Auditor ✓ 10 years of financial modelling experience for private equity funds (e.g. KKR & Bain Capital) and big public companies (HK, Japan stock exchanges) ✓ Created / Reviewed 100+ financial models and valuation reports (DCF | Monte-Carlo Simulation | Purchase Price Allocation models | Option models | Monte-Carlo models | Equity Allocation models (P-shares)) ✓ Created 10+ buy-side financial due diligence reports ✓ Built 5+ carve-out pro-forma financial statements for the purpose of sale of business units ✓ Experienced in data analytics (See my certifications of Power BI & Alteryx) ✓ Fluent in Chinese, Japanese and English I offer consulting services and support to my clients to assist them to make business decisions. My services include: ✔️ Bookkeeping & Accounting related Consultation ✔️ Tax-filling and Audit Service (Hong Kong) ✔️ Company Secretary, Registration & Deregistration (Hong Kong) ✔️ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 ✔️ 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 (Due Diligence, Equity Research, Credit Research, Industry Research) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 (Asset Valuation, Equity Valuation, Purchase Price Allocation, Option Valuation, Equity Allocation Model, Monte Carlo Simulation, etc.) ✔️ Pitchdeck Preparation (CIM, Teasers) ✔️ 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧 (Market Analysis, Competitor Analysis, Cash Flow Liquidity Plan) ✔️ 𝐏𝐫𝐨 𝐅𝐨𝐫𝐦𝐚 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬 (Statement of Financial Position/Balance Sheet, Statement of Profit and Loss, Statement of Cash Flow, Statement of Changes in Equity) ✔️ 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 (Financial Structuring, Credit Reports, Credit enhancement, Due Diligence and Closing Assistance) ✔️ Data Analysis and Visualization using Power BI If you need some of my services, I am here to assist you. I am a good listener and always keen to give a hand. I think the quality of service is mandatory and I will make sure you are always happy with my work. Please contact me to discuss your project, and I will be very glad to work with you.

Building investor pipelines, booking qualified meetings, and generating business opportunities all come down to one thing: reaching the right people with the right message through a structured process. I help startups, B2B companies, agencies, professional service firms, founder led businesses, and event organizations build targeted outreach systems for fundraising, investor engagement, sponsorship partnerships, lead generation, appointment setting, and business development. With 5+ years in fundraising operations, investor outreach, investor list building, and sales & business development, I have built 200+ highly targeted investor and prospect lists and supported fundraising efforts exceeding $100M+ across Pre Seed, Seed, Series A, B, C, and D rounds. My background spans fundraising operations, venture capital analysis, investment research, market analysis, investor targeting, and business development, giving me a deeper understanding of how investors evaluate opportunities, assess markets, and make investment decisions. I understand investment thesis alignment, fundraising readiness, competitive positioning, investor psychology, and the importance of connecting businesses with the right investors, prospects, sponsors, and strategic partners. ━━━ FUNDRAISING OPERATIONS & INVESTOR OUTREACH ━━━ → Investor list building across angel investors, VCs, family offices, private equity firms, and institutional investors → Investor targeting based on investment thesis, sector, geography, stage, check size, portfolio fit, and fundraising strategy → Fundraising support across Pre Seed, Seed, Series A, Series B, Series C, and Series D → Investor outreach via cold email and LinkedIn, personalized to investor portfolio, thesis, and psychology → Investor CRM management, fundraising pipeline tracking, investor relations support, and outreach execution → Pitch deck and fundraising material alignment with investor expectations → Research tools: Crunchbase | PitchBook | Tracxn | AngelList | LinkedIn Sales Navigator ━━━ SALES & BUSINESS DEVELOPMENT ━━━ → Outbound system design using cold email, LinkedIn outreach, and multichannel prospecting → ICP development, prospect list building, lead enrichment, and strategic targeting → Appointment setting, follow up cadences, pipeline progression, and outreach execution → Account based outreach, messaging optimization, and relationship driven prospecting → Sponsorship outreach and brand partnership prospecting for events, conferences, creator brands, founder led businesses, and media companies → CRM setup and pipeline management using HubSpot, Zoho CRM, GoHighLevel, Salesforce, and Google Sheets → Email deliverability including SPF, DKIM, DMARC, mailbox warm up, domain rotation, and inbox placement → Workflow automation using Make, Zapier, and API based workflows → Outreach and prospecting tools: Clay | Apollo | Instantly | Smartlead | Lemlist | HeyReach | LinkedIn Sales Navigator → AI assisted prospect research and outreach personalization using Clay, Apollo, and LinkedIn Sales Navigator ━━━ INVESTMENT, VC & MARKET ANALYSIS ━━━ → Venture capital research, investment research, and market analysis → Competitive landscape analysis, fundraising readiness research, and investor fit analysis → Industry mapping, sector analysis, and market intelligence for fundraising and business growth → Strategic research for startups, founder led businesses, and growth companies ━━━ WHO I WORK WITH ━━━ → Startups raising capital and building investor pipelines → Founders needing structured fundraising operations and investor outreach → B2B and SaaS companies building outbound systems and business development pipelines → Agencies, consultants, CFO firms, RIAs, and service businesses seeking lead generation, appointment setting, and business development support → Event organizations, media companies, and founder led brands seeking sponsorship outreach and strategic partnerships I do not believe in mass outreach or generic lists. Every investor list, prospect list, sponsorship list, and outreach campaign is curated, researched, and structured to generate qualified meetings, stronger investor engagement, real conversations, and measurable outcomes. If you need help building investor pipelines, generating qualified business opportunities, running structured outreach, or creating a repeatable process for fundraising, sponsorships, and business development — reach out and let's build it.

A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

RBC mid-market banker with 30+ executed deals ($15M–$300M). I build financial models, investor decks, and due-diligence materials that that help you raise capital and close deals. Rotman MBA. Banker-quality work, freelancer speed. Prior to finance, I was a chemical engineer and worked in different engineering and operational capacities in manufacturing.

I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.

𝐘𝐨𝐮𝐫 𝐝𝐞𝐜𝐤 𝐬𝐡𝐨𝐮𝐥𝐝𝐧'𝐭 𝐛𝐞 𝐭𝐡𝐞 𝐫𝐞𝐚𝐬𝐨𝐧 𝐲𝐨𝐮 𝐝𝐢𝐝𝐧'𝐭 𝐠𝐞𝐭 𝐭𝐡𝐞 𝐦𝐞𝐞𝐭𝐢𝐧𝐠. You can have the strongest idea in the room, but if your slides are cluttered, your story is unclear, or the design looks unpolished, investors and clients move on before you finish talking. That's the problem I solve. I'm a presentation designer and pitch deck specialist with years helping startup founders, SaaS companies, corporate teams, and coaches turn complex ideas into clear, convincing visual stories. The problems I solve Your pitch deck isn't getting investor callbacks. I rebuild your story using proven investor frameworks problem, solution, traction, ask structured to build confidence fast. Your slides look fine but don't convince anyone. I go beyond aesthetics. Every slide is built with purpose: the right content, in the right order, with the right visual weight. Your presentation feels messy or hard to follow. I bring structure, clean typography, and visual hierarchy that makes complex ideas feel simple. You have raw content but no idea how to present it. I take your notes, data, and ideas and shape them into a narrative your audience can actually follow. Who I work with Startup founders raising capital, decks built around the structure that gets funding: clear problem/solution, credible traction, financials that build confidence. SaaS companies and corporate teams, sales decks, executive presentations, and board reviews that position your brand as the premium choice in the room. Coaches, consultants, and agencies, decks that package your methodology and offers in a way that wins clients and supports higher rates. Services Investor pitch deck design & redesign SaaS pitch deck redesign Startup fundraising decks PowerPoint slide design & template creation PowerPoint deck creation & redesign Canva presentation design & redesign Canva pitch deck design Canva templates & workbooks Canva PDF design Rebuilding presentations in Google Slides Sales & marketing presentations Corporate & executive decks Data visualization & infographics Slide deck production (multi-slide, template-based projects) Business proposals & company profiles Webinar & training presentations AI-Generated Presentation Cleanup AI Presentation Redesign AI-Generated Design Refinement Professional Canva Recreation AI Design Polishing AI-Generated Graphics Replacement AI Presentation Professionalization Editable Charts and Graphics What you get Strategic storytelling, not just pretty slides, a narrative built to move your audience from skepticism to action. Custom design, every slide built intentionally for your brand and audience. Clear data visualization, metrics and charts turned into visuals people actually understand. On-time delivery deadlines are non-negotiable; fast turnaround available for urgent projects. Fully editable files, delivered in PowerPoint, Canva, Google Slides, or Keynote, yours to update anytime. Revisions until it's right. Tools PowerPoint, Canva, Google Slides, Keynote, Adobe Illustrator, Adobe Photoshop If your next pitch, proposal, or board presentation actually matters, send me a message and tell me about your project. 𝗜𝗳 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝗽𝗶𝘁𝗰𝗵, 𝗽𝗿𝗼𝗽𝗼𝘀𝗮𝗹, 𝗼𝗿 𝗯𝗼𝗮𝗿𝗱 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗺𝗮𝘁𝘁𝗲𝗿𝘀, 𝗹𝗲𝘁'𝘀 𝗯𝘂𝗶𝗹𝗱 𝗮 𝗱𝗲𝗰𝗸 𝘁𝗵𝗮𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘀. 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝘁𝗲𝗹𝗹 𝗺𝗲 𝗮𝗯𝗼𝘂𝘁 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁. Presentation Design, PowerPoint Presentation Design, Business Presentation Design, Marketing Presentation Design, Visual Presentation Design, Presentation Slide Design, Presentation Redesign, Pitch Deck Design, Investor Pitch Deck Creation, Microsoft PowerPoint, Google Slides, Corporate Presentation Design, Sales Presentation Design, Branding & Brand Consistency, Visual Storytelling, Slide Layout Design, Typography, Data Visualization, Information Hierarchy, Creative Direction, Communication Design, Graphic Design, Business Communication, Audience Engagement Strategy, Professional Slide Formatting, Modern Presentation Design, Presentation Strategy, Editable Slide Deck Creation, Startup Pitch Presentation, Executive Presentation Design, Presentation Revamp, Prezi, Keynote presentation, Canva presentation design, canva design