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If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

A top-performing analyst specializing in market research, business intelligence, and data analytics with extensive expertise in corporate strategy and prospect list development. Completed comprehensive market feasibility studies for skincare products and conducted detailed supply chain mapping for various industries. Skilled in data scraping, excel tools, and research methodologies, leveraging Python and automation techniques to deliver actionable insights and drive informed business decisions.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified 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) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

Former General Atlantic (GA) Senior Associate and private equity operator focusing on commercial due diligence and value creation within private equity portfolios. Spent 3 years leading pricing projects globally for GA's billion-dollar portfolio companies in technology, consumer goods, financial services, and healthcare. Additionally executed commercial due diligence for over $1B in transactions. Additional experience allocating 8-figures of capital to global PE and VC funds.

I’m the Top 1%, Expert-Vetted, Finance Freelancer who Upwork clients turn to who don't want to risk leaving money on the closing table. I have become a go-to consultant with the secret sauce recipe here on Upwork for supporting M&A client transactions, as well as business brokers who are seeking that "ultimate monetization outcome". A.I. offers many promises but in the financial services industry the "human in the loop" is that measure of additional security that helps prevent those embarrassing A.I.-generated outcomes that kill deals and opportunities. I have over 30 years of experience in due diligence, QoE reporting, negotiations, fraud elimination programs, transaction structuring, and selling businesses. I will 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 - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner for this engagement: * Proven history of cost-efficient business reviews of investment, bank, and transaction documents, as well as document drafting and transaction structuring. * 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 the Guy on Your Side. Note project listings below for those must have services for small business transactions. * Maximized Equity Monetization Program (for qualifying businesses) aimed at getting you that top quartile valuation/sale price outcome. 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. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?

Featured in The Wall Street Journal, Entrepreneur and Nutrition Business Journal. CFA Charterholder. Worked with companies such as Jefferies, Bank of America, Saputo, Hormel, Humble Brands, TestingMom, Ancient Harvest-Pamela's, Aerflo, Uncaged, Mondra & Bute Island Foods. Have executed $300M+ in deal value and capital raises, reviewed 1,000+ pitch decks, and deployed ~$20M in invested capital. Are you raising capital? Thinking about funding your next round of growth? Need to communicate your value clearly to your board or investors? My goal is to help you close your round faster, at better terms, with materials that move investors from "interested" to "yes." My name is Bakley, and as a CFA Charterholder and fractional CFO I help founders and operators raise capital, forecast their financials, and run sharper investor relations — combining traditional capital markets expertise with AI-powered workflows that make the whole process faster, more thorough, and more responsive than working with a traditional advisor. Here are the areas I cover: ✔️ Fundraising strategy & guidance to maximize your raise ✔️ High-converting pitch decks that move you into the next phase of diligence — and ultimately get you the money ✔️ Targeted investor & backer databases for outreach ✔️ Financial models, forecasts, and KPI dashboards that drive investor interest ✔️ AI Automation for Finance & IR Workflows I can help you with your raise — from positioning and narrative through model build, investor outreach strategy, diligence support, and post-close investor reporting. Here are a few things I've done for past clients: 1) Raised over $300M in client capital 2) Awarded best-in-class for financial modeling 3) Drove 50% revenue growth and 1,000 bp margin improvement at a TestingMom 4) Automated 90% of recurring financial reporting and IR processes Technologies & Tools - Claude & Anthropic API (AI / natural language processing) - n8n (workflow automation) - Airtable (investor CRM & data ops) - Microsoft Power BI (dashboards & investor reporting) - Microsoft Excel & Google Sheets (financial modeling) - QuickBooks (accounting & reporting integration) - Microsoft PowerPoint & Google Slides (pitch decks & investor materials) Send me a message and let's talk about your raise.