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  • $195 hourly
    • 5.0/5
    • (28 jobs)
    👑 Top Rated Upwork freelancer 👑 M&A expert with mega fund experience 👑 Over 13 years experiences across M&A, FP&A, Private Equity, Venture Capital and Entrepreneurship, as a result providing a unique perspective on company lifecycles from early-stage, growth and mature companies. Dynamic and seasoned professional with experience in and helping clients with: M&A I have track record of helping clients at every stage of the M&A lifecycle, including target identification, valuation/financial modeling, due diligence and deal structuring. CFO Services I have acted as interim CFO for several startups, providing funding raising support, determining valuation and cash burn, building financial budgets and projections. and analyzing and summarizing large datasets. Capital Raising Helping startups, Investment Banks, Venture Capital and Private Equity firms raise capital by leveraging a proprietary investor database and AI/automation. Private Equity Helped build out the M&A function at a Carlyle (Mega PE) PortCo, while closing 4 acquisitions, divesting 2 business units, and exiting the PortCo at a $4 billion purchase price. Currently helping PE clients with fund formation, fund financial modeling & reporting, diligence & deal execution, and investor cap table & waterfall distributions. Venture Capital I spend over 5 years leading deal execution related to corporate venture investing and portfolio management at HERE Technologies. Currently a Venture Partner at NextGen who invests in early staged B2B SaaS startups. I was a Venture Partner at Esya, a startup-studio and venture builder that focuses on Blockchain, Web3, Future of Work and Prop-tech projects. I helped screen, evaluate and source early-stage investments, and provide strategic support to portfolio companies. I have experience supporting portfolio companies strategic advisory, financial analysis and CFO services. Key Skills: - Financial Modeling in Excel: Scenario Analysis, DCF, LBO, Sum of All Parts - Comparable Companies Analysis (Trading / Peer Comps) - Precedent Transaction Analysis (Transaction Comps) - Precedent Funding Analysis - Financial Projections and proforma statement with Industry Specific KPIs / Levers - Cap Table Modeling - Early Stage Startup Modeling - M&A Strategy Development - M&A Pipeline Development - Business Plan Development - Competitor / Target Screening & Profiling - Pitch, Investor and Private Equity Fund Decks - Board Level Presentations - Updating / Automating / Maintaining Existing Business and Financial Models - Investment Memos - Business model optimization - Monetization strategy - Market Sizing Analysis - Industry Research Reports Industry Knowledge: Locations services, mapping, manufacturing of industrial goods, warehouse automation and technology, software as a service (SaaS) for professionals, e-commerce, retail and consulting / professional services.
    Featured Skill Private Equity
    Content Strategy
    Equity Valuation
    Company Valuation
    Valuation
    Financial Analysis & Valuation
    Venture Capital
    Microsoft PowerPoint
    PowerPoint Presentation
    Mergers & Acquisitions
    Due Diligence
    Corporate Finance
    Project Finance
    Financial Modeling
    Business Valuation
    Microsoft Excel
  • $90 hourly
    • 5.0/5
    • (15 jobs)
    Real Estate Financial Modeling, Analysis and Fundraising • Over 17 years of experience in financial modeling and analysis • Completed over $1bn in transactions during my career in the US and Europe • Deep expertise in Multifamily, Student Housing, Condo Development, Co-Living/Working/Warehousing • Experience in real estate development, acquisitions and structured finance • Expert in Mezzanine, Preferred Equity, Waterfall structures • Worked at CBRE, KPMG and private equity firms • Masters in Real Estate Finance and Investments from New York University • Strong knowledge of accounting and finance • Native English speaker • Author of "Professional Real Estate Investing Course" on Udemy Reviews: "Great working with Juan Carlos. He has a lot of experience in Real Estate finance, Investment Funds structuring, financial modelling and in Real Estate in general. Very good communication skills, perfect English, all work delivered on time. I will consider him for future projects." "We were extremely happy with Juan's work. Quick, flexible and understood what we needed straight away so well, that we only needed a couple of iterations of the model. We highly recommend her for anyone looking for a great financial model."
    Featured Skill Private Equity
    Fund Accounting
    Financial Management
    Real Estate Investment Assistance
    Data Science
    Real Estate Financial Modeling
  • $100 hourly
    • 5.0/5
    • (6 jobs)
    With over 30 years of experience in commercial banking, consulting, and investment banking, I bring expertise in creating financial models and pitch decks that effectively convey business models and growth potential. My background includes maintaining books and records for various businesses, including a FINRA-member broker-dealer, utilizing my Series 27 FINOP qualification. I frequently partner with clients on FP&A projects, offering services such as financial modeling, detailed financial analysis, and QuickBooks reviews. Recently, I developed KPIs and a board presentation for a SaaS technology company to enhance communication with investors. Additionally, I have extensive experience in mergers and acquisitions, helping companies prepare for a sale or a capital raise. Let’s discuss how I can assist with your needs.
    Featured Skill Private Equity
    Presentations
    Business Analysis
    Business Presentation
    Venture Capital Consulting
    Bankruptcy
    Management Accounting
    Investment Banking
    Microsoft PowerPoint
    Accounting Advisory
    Mergers & Acquisitions
    Funding Needs Assessment
    Accounting
    Finance & Accounting
    Microsoft Excel
  • $100 hourly
    • 4.8/5
    • (95 jobs)
    Hello! I am a financial analyst specializing in high-end LBO models and Fractional CFO services. My core interest has been helping finance and business professionals optimize operations and grow their enterprise via acquisitions. LBOs I've been building LBO models for the last 7 years, constantly pushing to create the most interactive, user-friendly, and visually appealing models. My objective is to make it easier for investors and operators to decide whether to purchase a particular business and to then find a price/structure that will both manage risk and maximize returns. I have worked with family offices, private equity firms, and individual investors, primarily involving deals within the LMM. CFO/FP&A: Outside of the deal, I enjoy working side-by-side with business owners, navigating the day-to-day challenges and triumphs of running a business. Part of that success is dependent on prudential financial planning, cash management, and strategic decision making. Companies that don't have a financial plan often find themselves flying blind and without the data necessary to make important decisions. I am passionate about working hand in hand with business owners to help give them better insight into performance, to identify potential weaknesses, and to map out an effective growth path. I typically seek to build comprehensive 3-statement models that can accurately forecast near-term and long-term cash flows. The goal is to then translate these projections into actionable decisions. Finally, I typically like to integrate interactive dashboards and variance analyses into my models to help make this data more easily digestible and to help quickly translate the impact of key decisions.
    Featured Skill Private Equity
    Microsoft Excel
    Financial Report
    Financial Modeling
    Financial Analysis
    MATLAB
    Investment Research
    Income Statement
    Investment Banking
    Python
    Finance & Accounting
    Modeling
    Mergers & Acquisitions
  • $75 hourly
    • 5.0/5
    • (33 jobs)
    Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com
    Featured Skill Private Equity
    Market Research
    Equity Research & Analysis
    Startup Consulting
    Venture Capital
    Google Workspace
    Investment Research
    Analytical Presentation
    Financial Modeling
    Investment Strategy
    Financial Projection
    Microsoft Office
    Business Plan
    Finance & Accounting
    Mergers & Acquisitions
  • $250 hourly
    • 4.9/5
    • (38 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    Featured Skill Private Equity
    Microsoft Excel
    Accounting Principles & Practices
    Investment Banking
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Mergers & Acquisitions
    Financial Analysis
  • $68 hourly
    • 5.0/5
    • (31 jobs)
    Carta Launch Setup & Management for startups. I have experience managing the entire Carta Launch process, from the initial setup to the extent of the transfer of founders' stocks to a Special Purpose Vehicle (SPV). My expertise includes managing stock options pool offers, executing funding-related transactions on Carta, and ensuring accurate and efficient management of equity ownership while maintaining compliance with regulatory requirements. I coordinate seamlessly with founders, legal teams, and other stakeholders to ensure a smooth transition of ownership. My skills include: - Proficient management of Carta Launch - Expertise in equity ownership management - Strong knowledge of regulatory compliance - Effective stakeholder coordination - Exceptional attention to detail If you are looking for a professional with in-depth knowledge of Carta Launch and experience in managing equity ownership for startup businesses, I am the ideal candidate to help your startup thrive. *This experience encompasses Portfolio / Statement of Investments onboarding and ongoing maintenance for funds as well. Cap Table Implementation: Oversee the meticulous implementation of complex cap table structures encompassing numerous classes of stock, stock options, and debt instruments for a substantial shareholder base. Ongoing Management: Take ownership of the quarterly cap table process, ensuring its accuracy, integrity, and compliance with regulatory requirements. LP & Shareholder Communication: Use in-app features to communicate with shareholders / stakeholders, providing clear and concise updates on cap table changes, stock-based compensation, distributions, and KPI metrics. Collaborative Partnering: Collaborate closely with internal teams, external legal advisors, and financial experts to manage the cap table seamlessly and provide valuable insights into stock-related matters. Process Enhancement: Continuously refine and improve cap table and KPI management workflows, ensuring the highest level of accuracy. Quarterly Financial Reporting: Oversee the connection of accounting softwares to the Carta platform or the configuration of Financial Statements onto Carta. Qualifications: Expertise in Implementing and managing stock plans / equity incentive plans / option plans utilizing Carta, encompassing the life cycle of the offer letter(s), board consents, option grants, to exercises. Proven Carta Expertise: 4 years of hands-on experience working with the Carta software platform, with a track record of successful cap table and KPI management. Managerial Level: Comfortable operating at a managerial level, able to take the lead in complex projects and drive effective collaboration among cross-functional teams. Analytical Acumen: Proficiency in Waterfall and Breakpoint report generation and analysis, enabling informed decision-making and strategic insights using in app features. Shareholder Communication: Strong communication skills with the ability to convey complex equity and financial information clearly and concisely to internal and external stakeholders.
    Featured Skill Private Equity
    Investment Preparation
    Investment Portfolio Review
    Fundraising
    Fundraising Software
    Limited Partnership
    Shareholder Relationship
    Stock Issuance
    Equity Research & Analysis
    Equity Research
    Capital Networks Audience
    Venture Capital Consulting
    Venture Capital
    Go-to-Market Strategy
    Database Management System
  • $89 hourly
    • 5.0/5
    • (16 jobs)
    Hello! I have over 20 years of experience in banking and commercial real estate. First 10 years I spent working in real estate banking and commercial lending (government contractors and medical businesses financing, coupled with asset based lending against A/R and equities). Second 10 years I worked in real estate private equity and fund management. Over $3bn of underwritten, closed and asset-managed CRE across: offices, retail, mixed use, multifamily, senior housing, hotels and real estate developments. I hold a bachelors in accounting, and masters in finance and investment. A few select skills for engagements: Commercial Real Estate: - financial modeling (excel and argus) - due diligence - development (zoning, entitlements, budgeting and re-forecasting) - asset management business plans - equity/debt pitch decks - investment committee (IC) memorandums - leasing/sales comps, research and market analysis C&I - spreading and common sizing financials - industry financial ratio analysis - executive loan committee (ELC) memorandums - negotiating term sheet and procuring loans General: - business pro forma - business plans - project and company presentations - market analysis Tutoring: - banking resume writing and editing - technical and fit interview coaching - university level finance, accounting and real estate courses
    Featured Skill Private Equity
    Financial Reporting
    Accounting
    Microsoft Office
    Business Plan Writing
    Construction
    Commercial Lease
    Pitch Deck
    Research & Development
    Relationship Management
    Asset Management
    Underwriting
    Microsoft Excel
    Financial Analysis
    Financial Modeling
  • $200 hourly
    • 5.0/5
    • (10 jobs)
    I advise and work directly with founders, executives, fund managers, and venture-backed teams to raise capital, navigate corporate growth, and build high-leverage systems. Built weraiseco.io from $0 - $1M+ ARR in 6 months and supported over $600M in active capital raises across venture, private equity, and strategic acquirers. I bring founder-level experience and executional depth across: Capital Strategy & Fundraising Multi-stage fundraising strategy (Pre-Seed to Series C and beyond) Investor materials: pitch decks, CIMs, data rooms, cap tables Experience pitching angels, VCs, PE firms, and investment banks Corporate Development & M&A Buy/sell-side support and growth-stage advisory Strategic planning, structuring, and market expansion Deep cross-sector experience: fintech, AI, crypto, healthcare, martech, and more GTM & Growth Ops Market fit strategy, sales enablement, and channel design Pipeline development and new logo acquisition ($1M+ contracts closed) Systems mapping for lead gen, BD, and repeatable B2B growth If you're looking for an operator who’s been in the trenches — raising, scaling, structuring deals, and building execution layers from scratch — I’m here to help.
    Featured Skill Private Equity
    Investor Roadshow
    Pitch Deck
    Mergers & Acquisitions
    Executive Coaching
    Business Consulting
    Venture Capital
    Fundraising
    Financial Consulting
    Venture Capital Consulting
    Investment Strategy
    Growth Strategy
    Startup Company
    Startup Consulting
    FinTech Consulting
  • $55 hourly
    • 4.9/5
    • (67 jobs)
    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.
    Featured Skill Private Equity
    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
    • 5.0/5
    • (8 jobs)
    I provide advisory services for founders looking to elevate their venture. I can help with all facets of venture finance, providing early-stage companies with the following deliverables. - 3 statement financial model - Marketing materials - Cap table (dilution) management - Data room construction - Capital raise advisory - 409a valuation - Business plans With over 6 years of experience working with founders across different industries, I provide the tools your start up needs to compete at the next level.
    Featured Skill Private Equity
    Marketing Plan
    Pitch Deck
    Business Consulting
    Business Analysis
    Startup Consulting
    Data Chart
    Data Analysis
    Data Modeling
    Valuation
    Financial Analysis & Valuation
    Financial Modeling
    Finance
    Venture Capital Consulting
    Real Estate
  • $500 hourly
    • 5.0/5
    • (23 jobs)
    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!
    Featured Skill Private Equity
    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
  • $50 hourly
    • 5.0/5
    • (5 jobs)
    I am an Ivy League-educated finance professional and former J.P. Morgan investment banker, with a degree from Cornell University’s Dyson School of Applied Economics & Management—one of the top undergraduate business schools in the world. I have executed multi-billion-dollar transactions across private equity, M&A, financial modeling, and investment strategy, working with top-tier firms to drive value creation and strategic growth. With experience in both private equity and investment banking at J.P. Morgan, I bring deep expertise in: ✅ Mergers & Acquisitions (M&A) – Buy-side & sell-side advisory, deal structuring, due diligence ✅ Advanced Financial Modeling – 3-statement models, LBO, DCF, precedent transactions, and public comps ✅ Valuation & Investment Analysis – Equity and debt financing, risk assessment, capital structure optimization ✅ Business Strategy & Market Analysis – Identifying growth opportunities, assessing competitive landscapes, and optimizing operations ✅ Portfolio Management & Capital Advisory – Tracking industry trends, optimizing investment strategies, and maximizing returns I thrive on solving complex financial and strategic challenges—whether it’s building dynamic financial models, conducting deep business analysis, or structuring high-impact investment strategies. My approach is analytical, data-driven, and laser-focused on maximizing value for clients and stakeholders. If you're looking for a highly-trained, world-class finance expert to help with financial modeling, business analysis, M&A advisory, or investment strategy, let’s connect. I’m ready to deliver top-tier insights that drive real results! 🚀
    Featured Skill Private Equity
    Investment Banking
    Business Analysis
    PowerPoint Presentation
    Valuation
    Microsoft Office
    Excel Formula
    Financial Model
    Financial Modeling
    Financial Analysis
    Management Consulting
    Analytical Presentation
    Financial Planning
    Accounting Basics
    Accounting
  • $200 hourly
    • 5.0/5
    • (283 jobs)
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * 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
    Featured Skill Private Equity
    Financial Analysis
    Investment Research
    Corporate Strategy
    Venture Capital Consulting
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $795 hourly
    • 5.0/5
    • (24 jobs)
    Worldwide venture capital expert for startups & investors. Deal Architects. Growth Catalysts. Best-Selling Author. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    Featured Skill Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Venture Capital Consulting
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $90 hourly
    • 5.0/5
    • (85 jobs)
    TheGuzyGroup.com Serious Deals Need Serious Analysis 🔹 Trusted by Developers, PE Firms, and Fund Managers 🔹 Top-Rated Upwork Freelancer | Financial & Real Estate Modeling 🔹 Schedule a Call: calendly.com/david-guzy Expert in Syndication & Fund Modeling for: 📍 Asset Classes: Self-Storage, MHP, Industrial, Multifamily, Hotel 📍 Opportunities: Development & Asset Acquisitions 📍 Waterfall Structures: Preferred Returns, IRR Hurdles, Return of Capital, Catch-Up Tiers, GP/LP Splits 💡 "Pay Peanuts, Get Monkeys." Work with a pro who understands the numbers that drive your deals. 🔗 More Info: TheGuzyGroup.com
    Featured Skill Private Equity
    Budget Management
    Microsoft Project
    Sales Presentation
    Data Entry
    Inventory Management
    Waterfall
    Underwriting
    Real Estate Financial Model
    Real Estate Acquisition
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $85 hourly
    • 4.9/5
    • (34 jobs)
    I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers. I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this). As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years. I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams. I look forward to talking with you about how I can help your business.
    Featured Skill Private Equity
    Microsoft Excel
    Equity Research
    Blog Writing
    Project Risk Management
    Financial Writing
    Ebook
    Investment Research
    Newsletter Writing
    Investment Strategy
  • $125 hourly
    • 5.0/5
    • (36 jobs)
    Finance professional with ~10 years of i) investment banking; ii) valuation consulting; iii) equity research; and iv) private equity experience, exceptional fundamental and technical knowledge and sound understanding of financial markets. Primary Services Include: -Independent Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Microsoft Excel/PowerPoint/Word Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida
    Featured Skill Private Equity
    Business Valuation
    Mergers & Acquisitions
    Equity Research
    Investment Banking
    Investment Research
    Valuation
    Investment Strategy
    Microsoft Office
    Microsoft Excel
  • $100 hourly
    • 0.0/5
    • (3 jobs)
    I help banks, startups, small businesses, and medium sized organizations achieve peak performance through strategic financial management consulting. Below are just some of our consulting services I provide organizations. • Financial Modeling and Benchmark Development • Financial Statement Compilation, Review and Reporting • Financial Performance Assessment • Business Valuations • Cashflow management • Customer Acquisition Cost Optimization • Contract CFO • Financial Analysis
    Featured Skill Private Equity
    Budget Management
    Financial Modeling
    Business Valuation
    Business Modeling
    Company Valuation
    Financial Analysis
    Business Analysis
  • $150 hourly
    • 5.0/5
    • (20 jobs)
    ✅ 𝗪𝗼𝗿𝗸𝗲𝗱 𝘄𝗶𝘁𝗵 𝗦𝘁𝗿𝗶𝗽𝗲. 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗨𝗦 𝗯𝗮𝘀𝗲𝗱 𝗣𝗘-𝗯𝗮𝗰𝗸𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗿𝗼𝗺 𝗱𝗮𝘆 𝟭 𝗽𝗼𝘀𝘁 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻. 𝗜’𝗺 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗳𝗿𝗶𝗲𝗻𝗱𝗹𝘆 𝘄𝗵𝗶𝗹𝗲 𝗼𝗳𝗳𝗲𝗿𝗶𝗻𝗴 𝗵𝗶𝗴𝗵-𝘁𝗼𝘂𝗰𝗵 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝘄𝗶𝘁𝗵 <𝟭 𝗵𝗼𝘂𝗿 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗶𝗺𝗲𝘀. 𝗘𝘅𝗽𝗲𝗰𝘁 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝘄𝗼𝗿𝗸 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲 𝗯𝗶𝗴 𝗳𝗼𝘂𝗿 𝗯𝗶𝗹𝗹𝗶𝗻𝗴. Thanks for stopping by! I’m Trevor, and I believe owners and founders should spend more time in their genius zones and less time worrying about their books. I’ve seen too many great companies stall because finance was a blind spot. I make sure it isn’t. We’ll get along great if you want your complex financial reporting to be correct, efficient, and on time. You want an experience of working together that’s headache-free! You want to be ready to pass any audit, avoid excess overages, and leverage automated software to save time. ✅ 𝗜𝗻𝘃𝗶𝘁𝗲 𝗺𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗿𝗼𝗷𝗲𝗰𝘁 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝗼𝗿 𝘀𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗱𝗶𝗿𝗲𝗰𝘁 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗮𝗻𝗱 𝗶𝗳 𝘄𝗲’𝗿𝗲 𝗮 𝗳𝗶𝘁 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿, 𝗜’𝗹𝗹 𝗶𝗻𝘃𝗶𝘁𝗲 𝘆𝗼𝘂 𝘁𝗼 𝗯𝗼𝗼𝗸 𝗮𝗻 𝗲𝗮𝗿𝗻𝗲𝘀𝘁𝗹𝘆 𝗵𝗲𝗹𝗽𝗳𝘂𝗹 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗰𝗮𝗹𝗹 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿. — ❝ Trevor helped us migrate our books. He did an excellent job and was extremely reliable and helpful. Our migration was complex and we could not figure out how to do the migration ourselves. Trevor stepped in and delivered a custom solution. He is smart, technical, and reliable. He worked with various people from our accounting department successfully. He ran reports to make sure the data was correct. Overall, an excellent experience. Highly recommend hiring Trevor. ❞ 🗣 𝗝𝗮𝗺𝗲𝘀 𝗔𝗱𝗱𝗶𝘀𝗼𝗻 - 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱 - 𝗟𝗶𝗴𝗵𝘁𝗦𝘁𝗶𝗺 — Through my work with KPMG & EY and private client experience, I’ve successfully supported 50+ private equity-backed clients ranging from start-ups raising their initial capital (to-date, more than $150M USD raised) to servicing the needs of Fortune 500 companies. Stand-out work results include outcomes like overhauling ReadMe.io’s (a US-based SaaS company) accounts receivable (AR) process to bring in more than $4.5M USD in unpaid invoices. 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 𝗼𝗳 𝘁𝗵𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗜 𝗲𝘅𝗰𝗲𝗹 𝗮𝘁 𝘀𝘂𝗽𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: ☑️ Cash-to-GAAP Transition Work ☑️ Technical Accounting Standards Implementation- ASC 606 - ASC 842 - Cash-To-GAAP - Opening Balance Sheet Work ☑️ Fractional CFO Projects - Interim Controller Projects - Interim CFO Work ☑️ Financial Close & Reporting - Multi Entity Reporting ☑️ Acquisition Preparation ☑️ Private Equity Backed Portfolio Company Projects ☑️ Audit Readiness Preparation & Bookkeeping - Due Diligence Requests ☑️ M&A - Mergers & Acquisitions Other Projects include: ☑️ Full-Cycle Accounting & Revenue Recognition ☑️ Roll Up Preparation & Fundraising Preparation ☑️ Software Implementations - Automated Consolidation Reporting Solutions - Tech Stack Optimization - QuickBooks & QuickBooks Online - Netsuite - Rillet ☑️ Post-Acquisition Finance Transformation ☑️ Accounts Receivable - AR & Accounts Payable - AP 𝗪𝗵𝗶𝗹𝗲 𝗺𝘆 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗰𝗼𝘃𝗲𝗿𝘀 𝗮 𝗯𝗿𝗼𝗮𝗱 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀 𝗮𝗻𝗱 𝘀𝗶𝘇𝗲𝘀, 𝘀𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗺𝘂𝗹𝘁𝗶𝗽𝗹𝗲 𝗽𝗮𝘀𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗲𝗿𝘃𝗲𝗱 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: 🔹 PE Firms 🔹 Professional Services 🔹 Digital Service Agencies & Marketing Agencies 🔹 Healthcare Services 🔹 Tech 🔹 SaaS Thank you for taking the time to learn about how we could support each other. Please invite me to your project on Upwork or send me a direct message to get started on working together. I’ll invite you to book a complimentary consultation call together. Talk soon! Trevor McGuire — ❝ One of the highest-signal expert calls I've had this month. Trevor is an expert at all things accounting/finance. It was clear from the first 5 min. Learned more than I was hoping to learn and am deploying insights in our business today. Trevor was generous with his time. Look forward to partnering again. ❞ 🗣 𝗚𝗲𝗼𝗿𝗴𝗲 𝗞𝘂𝗿𝗱𝗶𝗻 - 𝗖𝗘𝗢 & 𝗚𝗠 - 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗮𝗯𝘀
    Featured Skill Private Equity
    Acquisitions
    Financial Reporting
    Post-Merger Integration
    Mergers & Acquisitions
    Account Reconciliation
    Balance Sheet
    Financial Accounting
    Accounting
    Intuit QuickBooks
    Financial Statement
    Financial Audit
    Bookkeeping
    CPA
    Accounts Receivable
  • $70 hourly
    • 5.0/5
    • (3 jobs)
    I have 12+ years of Big 4 and Elite Boutique Audit, Financial Accounting, Capital Markets Accounting Advisory, Transaction Advisory / M&A, and Strategy & Implementation Management Consulting experience. My consulting experience includes engagements ranging from financial due diligence and legal due diligence, quality of earnings, interim CFO engagements, financial modeling, and process analysis, redesign/re-engineering & process improvement/overhaul. I have experience with dozens of Fortune 100 & 500 companies, private equity groups, and investment banks. I have also worked with small private companies and startups both in consulting and audit/IPO readiness engagements.
    Featured Skill Private Equity
    Business Process Modeling
    Business Valuation
    Financial Modeling
    Management Consulting
    Financial Audit
    Strategy
    Financial Analysis
    Balance Sheet
  • $100 hourly
    • 5.0/5
    • (1 job)
    Need a tech wizard who speaks the language of business? Look no further. I'm a seasoned FAANG developer with a proven track record in delivering top-tier IT solutions. From complex software development to robust system architecture, I've got you covered. But my expertise doesn't stop at code. With deep-rooted connections in China, I'm your gateway to the world's largest market. Whether you're seeking manufacturing partners, navigating complex regulations, or raising capital, I can guide your business to success. Fluent in Mandarin, I'll be your trusted partner in bridging the cultural and business gap. I also help with trademark problems in China. Let's turn your vision into reality.
    Featured Skill Private Equity
    Trademark Consulting
    Brand Consulting
    Manufacturing
    Contract Negotiation
    Negotiation Coaching
    Venture Capital Consulting
    Venture Capital
    React Native
    AWS Amplify
    React
    AWS Systems Manager
    Amazon Web Services
    Node.js
    JavaScript
  • $75 hourly
    • 5.0/5
    • (32 jobs)
    Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.
    Featured Skill Private Equity
    Project Management Professional
    Asset Management
    Hospitality
    Investment Banking
    Portfolio Performance Modeling
    Valuation
    Financial Analysis
    Microsoft Excel
    Presentations
    Financial Modeling
  • $150 hourly
    • 5.0/5
    • (3 jobs)
    I have advised and invested in some of the of the most successful technology businesses, including SaaS unicorns. I am an MBA graduate of Columbia Business School, a former private equity investor ($8 billion in assets under management), investment banker, and CPA at a Big 4 accounting firm (KPMG). As an investor, I have helped execute investments valued at +$1 billion and evaluated more than 200 companies in the software space. As a TechStars Mentor, I have worked side by side with several ambitious startup founders, advising them on the best approach (pitch, pitch deck, financials) to dominating Demo Day. I enjoy freelancing to contribute my knowledge and skills to others while building my own venture in artificial intelligence outsourcing/staff augmentation. During our time together I can help with: - Financial planning and analysis - Constructing detailed financial and valuation models - Identifying and contacting high probability investors - Building compelling pitch decks to support funding - Evaluating potential acquisitions My style is very laid back. My mantra is “do what you say you’re going to do long after the mood in which you said it has disappeared.”
    Featured Skill Private Equity
    Artificial Intelligence
    Financial Modeling
    Business Valuation
    Sales
    Fundraising
    Sales Leadership
    Venture Capital Consulting
    Financial Accounting
  • $150 hourly
    • 5.0/5
    • (5 jobs)
    Business and corporate attorney licensed in CT. Resourceful, diligent and adaptable. Experienced in business formation, drafting and negotiation. Well versed in SEC, FDA and FTC regulations.
    Featured Skill Private Equity
    Contract Law
    Licensing
    SEC Regulation
    Corporate Law
    Legal Research
    Terms & Conditions
    Contract Negotiation
    Compliance
    Contract Drafting
    Employment Law
    Medical Law
    Health & Wellness
  • $56 hourly
    • 5.0/5
    • (4 jobs)
    The modern financial system is deeply interconnected—yet many struggle to integrate insights from short-term liquidity markets (Money Market) and long-term investment markets (Capital Market). I specialize in data science, automation, and programming technologies to bridge this gap, helping companies and individuals make informed, data-driven decisions. How I Connect Money & Capital Markets through Technology: - Financial Data Engineering – Using Python & SQL to collect, clean, and analyze structured & unstructured financial data. - Dynamic Market Analytics – Automating the tracking of interest rates, repos, bonds, derivatives, and equity markets. - Automated Financial Modeling – Developing smart Excel-Python integrations for real-time market insights. - AI-Driven Market Analysis – Applying machine learning to forecast trends and detect arbitrage opportunities. - Liquidity & Risk Management Tools – Designing custom dashboards that assess short-term funding conditions alongside long-term investment flows. What I Offer: - Automated reports & dashboards that dynamically integrate money and capital market data. - Algorithmic insights on liquidity conditions, bond yield movements, and equity market impacts. - Custom Python & SQL solutions to streamline market risk assessment and forecasting. - AI-powered financial modeling to enhance portfolio strategies and macroeconomic analysis. By leveraging technology to unify financial markets, I help businesses and investors navigate liquidity risks, optimize capital allocation, and uncover new opportunities. Let’s connect and transform your financial decision-making with technology!
    Featured Skill Private Equity
    Valuation
    Business
    Financial Analysis & Valuation
    Financial Modeling
    Mergers & Acquisitions
    Financial Statement
    Corporate Finance
    Risk Analysis
    Capital Markets
    Microsoft Excel
    Ecommerce
    Investment Banking
    Investment Strategy
    Economics
  • $175 hourly
    • 4.8/5
    • (104 jobs)
    I have worked as a Strategic Advisor with hundreds of companies with clients ranging from the Apple C-suite to top VC and Sovereign Wealth Funds to Early Stage Founders. I primarily act like a Strategic Management Consultant in revising or creating Business Plans, Financial Models and Fundraising Materials but also can act as a Fractional CFO during high growth periods. Our fundraising process has been highly successful even when the VC market is challenging. We frequently have several startups close to securing term sheets for $5m to $25m. Over the last two years, we have also been involved in deals totaling over $1B. In addition to mining our extensive VC and Angel network, we leverage AI to identify strong funding matches from a database of around 1 million investors. We receive daily visits to our clients' outreach materials from many top VCs such as Khosla Ventures, A16Z, Sequoia, and Cowboy Ventures, spanning a wide range of mandates. If the fundraising materials fail to generate early traction, we utilize AI-enhanced techniques to pivot the outreach and improve the conversion rates. Our highly structured 3-phase process helps founders and fund managers establish a solid financial foundation for their fundraising efforts, which is often lacking in decks created by founders or graphic designers. We then create a compelling investment thesis on this foundation, with well-supported Ask terms Following a successful raise, we can provide ongoing support as a Fractional CFO or Investor Relations Chief to assist founders in keeping their KPIs on track for their next raise. We can also provide monthly or quarterly updates to keep investors well-informed, in case a bridge raise is necessary. In the long term, we can help manage a multi-round cap table, focusing on maximizing founder and early investor exit value potential through well-managed option pools and investor syndicates. On the larger client side, we possess extensive experience working with major brands, such as Apple, Sony, Virgin, Gartner, Schwab, and Bandai in Tokyo. Currently, we are partnering with Circuit City to revitalize their brand and relaunch it in numerous exciting eCommerce directions, including AI, augmented reality, and omnichannel store-in-store. On the fund manager side, we have had the opportunity to work with several high-profile fund managers, including a former CIO of BlackRock PE, a top seed-stage VC manager with four seed-to-unicorn runs, a top-five sovereign wealth fund, and a billion-dollar Forbes 400 family office. Fundraise Components Financial Foundation: - Market Research and Competitor Analysis using Pitchbook and Tracxn subscriptions - Input Driven Proformas with Scenario and Sensitivity Analysis - Comparative and VC Method Valuations - Multi-Round Cap Tables to prepare for term sheet negotiations Investor and Sales Materials: - Investor Pitch Decks drawing on the Sequoia, Peter Thiel and Reid Hoffman styles - Investor Memorandums and Business Plans with detailed FAQ sections - Sales Decks to support new product or service launches Investor Outreach Process: - Multi-Page highly visual Executive Summaries - Short Teaser decks in mobile format - Email Outreach process linked to DocSend Engagement Metrics - Pitch Deck live support and Term Sheet Negotiations - Data Room setup and Due Diligence management Personal Background: I founded my first startup at Stanford University with funding from Apple, Xerox and HP. We utilized an AI language model to improve product design for robotic assembly. At my second Hybrid SaaS startup, I worked directly with Apple and other media / tech leaders on a series of products. On the finance side, I have managed portfolios at several leading investment funds, with assets near $250 billion. Financial Certifications: CAIA - Chartered Alternative Investment Analyst (Private Equity, Real Estate, Liquid Alternatives) FMVA -Financial Modeling and Valuation Analyst INSEAD Blockchain Finance - Institutional use of Blockchain Education: MS in Smart Product Design - Stanford University MBA - Boston University, Heidelberg, Germany BS in Aerospace - West Point, USMA US Military Veteran: I am a former US Army Captain with five years of overseas assignments in the Far East, Middle East, and Europe. During my time in Istanbul, I also served in a NATO liaison role.
    Featured Skill Private Equity
    Business Plan
    Strategy
    Entrepreneurship
    Startup Company
    Venture Capital Consulting
    Startup Consulting
    Fundraising
    Financial Modeling
    Business Modeling
    Valuation
    Business Presentation
    Financial Analysis
    Pitchbook
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