Hire the best Private Equity Consultants in San Francisco, CA
Check out Private Equity Consultants in San Francisco, CA with the skills you need for your next job.
- $90 hourly
- 5.0/5
- (12 jobs)
Hi there! I’m a former Bank of America investment banker and private equity investor based in San Francisco with 10 years of experience. I help companies build analytical spreadsheets to make better business decisions. Projects in the past: - Financial Analysis - Fractional CFO - Financial Modeling - Budeting and Forecasting - Spreadsheet Automation - Business KPIs and Tracking - M&A - Valuation If you’re not sure what analysis you need, don’t hesitate to reach out and I’m happy to advise. I'm willing to work on a per-project basis or at an hourly rate depending on the task that you need.
Private Equity
Personal FinanceFinanceFinance & AccountingAnalytical PresentationSpreadsheet SoftwareSpreadsheet SkillsGoogle SheetsInvestment BankingMicrosoft ExcelFinancial Analysis - $50 hourly
- 5.0/5
- (4 jobs)
Quantitative Engineer and USC Graduate (M.S Biostatistics) experienced across the full transaction cycle. I would be happy to help with any aspects of market research, M&A transactions (diligence, modeling, closing items, pitch books), or pitch book creation. I also have extensive experience in ESG and Impact Investing, including company- and portfolio-level implementation, overall advisory, and fundraising. Raising money as a startup is hard work! The amount of collateral required (one-pager, pitch deck, business plan, financial projections) is massive. And if that's not enough the knowledge required to actually approach and close rounds with angels and VCs is another huge hurdle. With 6 years of entrepreneurial experience in startups, I know what investors are looking for when analyzing opportunities. Whether it be a business plan, pitch deck, financial model, or term sheet, I'm here to help you create the collateral that will get investors' attention. You only get one chance to impress an investor, don't waste it! Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present. I have completed pitch decks and fundraising (Pre-Seed to Series D) for over 150 companies including my own funded startups.. I specialize in knowing what accelerators are looking for (Y-Combinator, TechStars, TechCrunch Disrupt, 500 Startups, SOSV). I am an extremely detail-oriented and fast worker. Additionally, I am a growth hacker who can help you acquire and cater to your first users by putting together completely customized marketing plans and helping you execute them out. I specialize in: - Business Consulting - Business Plan Writing - Pitch Decks - One Pagers - Financial Projections - Pre-launch Feasibility Studies - Venture Capital Strategy - Marketing & User Acquisition Plans - Market Sizing - Competitor Analysis. I'm looking forward to connecting with you and helping you on your journey to startup growth and success!
Private Equity
AcquisitionsIntuit QuickBooksVenture Capital ConsultingMicrosoft PowerPointInvestment BankingCompany ValuationMicrosoft ExcelQuantitative FinanceManagement ConsultingStrategic PlanFinancial ModelingCase StudiesQuantitative ResearchData Science - $250 hourly
- 4.1/5
- (32 jobs)
A seasoned corporate finance/accounting professional with ~15 years of experience across North America and Asia, in ❇️Corporate Finance( Project Finance and Financial Planning & Analysis - FP&A ) ❇️Investment Banking ❇️Private Equity ❇️Venture Capital ❇️Corp. Strategy and Development (M&A, Investments, Operations, Investor Relations) ❇️Accounting and Auditing Active Charter Holder of the following professional certifications: ✳️Chartered Financial Analyst (CFA) ✳️Chartered Professional Accountant (CPA) ✳️Chartered Accountant (CA) ✳️Certified Quickbooks Advanced ProAdvisor I have worked with start-ups and multi-billion public global companies. Industries that I worked at include: 🔶Tech (SaaS, health tech, legal tech, consumer products, share economy, and more) 🔶Financial Institutions ( Global Top 20 Investment Bank, Big 4 Accounting Firm, Private equity/venture capital/asset management firms, and Insurance groups) 🔶Consumer Products 🔶Healthcare 🔶Real Estate ( Commercial - retail/franchise and Residential) 🔶Energy (Gas&Mining, Green Energy) 🔶And more Education: 🔆 MBA (Management and Accounting Track) from the University of Toronto 🔆 Bachelor in Economics/Actuarial Science I provide virtual financial advisory and accounting services to companies that have a need for agile and high-quality services without heavy investment in a full-time resource. ⭐ Fundraising Strategy: I have worked with companies that go through the full circle of equity, debt, and mergers & acquisition financing. ✅ Financial Forecasting/Modelling ✅ Market Sizing and Feasibility Research ✅ Comprehensive Business Plans ✅ Investor Memos/Pitchbooks ✅ Valuation and Pre-money valuation for different business stages ✅ Investment Research ✅ Growth plan and use of proceeds strategy ✅ Long-term support: weekly/monthly update meetings ✅ And more ⭐ Transaction advisory: I have advised companies of various sizes in all stages of mergers & acquisitions, IPOs, and corporate strategy projects. ✅ Mergers and acquisitions ✅ Initial public offerings (IPOs) ✅ Corporate Strategy projects ✅ And more ⭐ Virtual CFO Service: Projects I have worked on include external audit/review/compilation projects, financial statements preparation, IPO due diligence, financial modeling, corporate valuation, strategic financial and operational planning, and individual and corporate tax planning and preparation. ✅ Financial statement preparation ✅ Budgeting, forecasting, and projections ✅ Advanced Financial Modelling and Valuations ✅ Financial projections and proformas ✅ ROI analysis ✅ Strategic financial and operational planning ✅ Operational analysis and support ✅ And more ⭐ Career Development Service: Over the years, I have mentored many people in developing their careers in the financial industry, including venture capital, private equity, investment banking, public accounting, and financial services providers. ✅ Career consulting ✅ Customized editing for resume, cover letter, networking email, LinkedIn profile etc. ✅ Industry-tailored mock interview, both behavioral and technical ✅ Advanced Excel and financial modeling training (can be industry-tailored) ✅ Networking strategy development ✅ And more Feel free to contact me if you have any questions. I look forward to working with you!
Private Equity
Company ValuationFinancial AnalysisFinancial PlanningCPAMergers & AcquisitionsFundraisingInvestment BankingChartered Financial AnalystCorporate StrategyVenture Capital ConsultingCorporate Finance - $30 hourly
- 0.0/5
- (0 jobs)
M&A and Impact Investment Expert | ESG and Digital Transformation Leader Assisting clients in developing their strategic plans for growth, acquisitions, digital transformation, and responsible investing is my area of expertise, where I bring many years of experience in driving M&A and impact investment-related strategic growth. With extensive experience in Private Equity and Growth Equity in Latin America, I specialize in identifying disruptive sectors and emerging markets that align with long-term sustainable growth and innovation. Private Equity & Growth Equity: I have led various successful investments and transactions into the Latin American market by managing deal sourcing, due diligence, and post-investment integration. My expertise includes high-growth sectors, such as SaaS, consumer goods, and tech, with top-tier family offices and investment funds. M&A & Corporate Strategy: I have managed complex M&A transactions, including strategic acquisitions and divestments, which drive organic and inorganic growth. My work at ABI/Ambev and other organizations has enhanced competitive positioning and market leadership, especially in the LatAm market. Digital Transformation & DTC Strategy: In ABI/Ambev, I led the digital transformation through strategic acquisitions and minority investments, making the company a market leader in the DTC space. I am very strong at identifying and capitalizing on emerging trends in tech-driven business models. Impact & ESG Investing: I believe in incorporating ESG into investment decision-making, actively searching for opportunities where financial returns meet social and environmental impact. I focus on investments that foster community empowerment, renewable energy, and sustainable agriculture to drive both financial success and societal progress. I am at my best and most productive in creative, problem-solving environments that call on collaborative teamwork. I do this by using my expert knowledge to create enduringly positive impact through financial prosperity and social advancement.
Private Equity
Business IntelligenceStartup ConsultingBusiness StrategyBusiness AnalysisInnovation ScoutingPipelineDealsDue DiligenceAccounting AdvisoryPortuguese TutoringMergers & AcquisitionsVenture Capital ConsultingInvestment StrategyManagement ConsultingFinancial Planning Want to browse more freelancers?
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