Hire the best Pro Forma Statements professionals
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- $105 hourly
- 4.8/5
- (33 jobs)
I am a fractional CFO with significant financial and operational experience in multiple industries. Current clients are in construction, e-commerce, services, and manufacturing. My experience as CFO covers companies from $1MM to $60MM in annual revenue in various stages of their life cycle. I have significant expertise in banking relationships and building proper capital structures to enable rapid growth. Past work experience includes publishing, construction, stainless steel fabrication, e-commece, and non-profits. What I can do for you includes: • Help allocate resources for optimum growth and profitability. • Improve your revenue and cash cycles. • Build infrastructure and processes to make it easier to run your day-to-day operations. • Provide metrics that will help to identify opportunities and issues in partnership with your existing leadership team. • Give you visibility into your performance for the next 12-36 months, • Predict and plan for future opportunities, • Show you where potential potholes are and help you to avoid them, • Raise cash, get financing, and negotiate loans, • Build your company’s value so investors and buyers will be willing to pay larger multiples for your business, and • Provide exit planning and management services. Having a clearly stated exit strategy is necessary to have the best long-term plan.Pro Forma Statements
Financial Policies & ProceduresInsurance & Risk ManagementCorporate GovernanceStartup ConsultingBusiness Planning & StrategyCash Flow AnalysisFinancial AccountingCash Flow ModelingFinancial ModelingPro Forma StatementFinancial Analysis - $100 hourly
- 5.0/5
- (18 jobs)
Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.Pro Forma Statements
Financial ProjectionPro Forma StatementFinancial ModelingIndustry KnowledgeReactInvestment ResearchCash Flow ModelingArgusReal Estate Financial ModelingFinancial AnalysisPythonSQL - $45 hourly
- 5.0/5
- (205 jobs)
With experience from 200 completed projects, including helping a client successfully raise $1.4 million in funding through a custom financial model, I develop tailored financial solutions to meet your business needs. Whether you are a startup or an established company, I can translate your business idea into a comprehensive Excel model. What I Can Do for You: • Excel Financial Models: Transform your business concepts into dynamic models, whether top-down or bottom-up, based on your preference. • Business Valuation: Utilizing DCF, venture capital, and market comparables methods. • Investor Engagement: Help you capture investor interest by showcasing your business potential. • Ongoing Support: Beyond project completion, I offer continuous support to ensure the models meet your evolving business needs. • Integration with QuickBooks/Xero: Integration of your accounting data for continuous rolling forecasts. My Approach: • Listening and Understanding: I start by understanding your business model and goals, ensuring that every aspect is captured in the financial model. • Dynamic and Custom Solutions: I create advanced, dynamic models to solve your specific challenges. Test all kinds of scenarios by editing simple inputs and review results with dynamic dashboards. • Diverse Sector Experience: From macadamia nut farming to hardware-as-a-service, I have worked with a variety of industries, providing tailored financial insights. The key goal is to develop the optimal solution for you. Since every company and business is unique, my focus is on actively listening to you. By understanding each aspect of your company and every objective you have, I can develop a clear path to achieve them. Let's collaborate to drive your business to success! Here’s what my clients have to say: • “Nemanja is all around terrific. He works super fast, is super responsive, and is super creative. No mistakes ever. He helped us build a very complicated integrated financial model... Nemanja is one of the top 1% modelers I have worked with in the last 20 years.” – E-commerce Startup Founder, Ex-Investment Banker • “Nemanja worked closely with me to create an advanced financial forecast on Excel... I pitched several investors and successfully received commitment for tens of thousands of dollars in angel investment!” – Startup FounderPro Forma Statements
ValuationForecastingStartup CompanyFinancial AnalysisFinancial Analysis & ValuationStartup ConsultingCash Flow ModelingCash Flow AnalysisBusiness ModelingFinancial ModelingFinancial PlanningCompany ValuationPro Forma StatementFinancial Report - $70 hourly
- 4.9/5
- (190 jobs)
I have experience with Financial Modeling, Business Valuations, Pitch Deck / Investment Memo and Private Equity transactions at large banks and boutique advisory firms. 8+ years of experience in Investment Banking, Private Equity & Venture Capital Proven track record, having led transactions totaling over $1 billion. Notable deals include: ✅US$20mn acquisition of a stake in Nerhadou Pharmaceuticals ✅US$82mn IPO of Macro Group on the EGX, the first cosmeceuticals company to list ✅US$372mn IPO of e-finance on EGX, the largest IPO in Egypt since 2007 ✅US$130mn IPO of Taaleem Management Services on EGX ✅US$80mn ABB of Fawry for Banking Technology and electronic payments ✅Contributed to AbuAuf’s full deal lifecycle from first conversation through term sheet to deal close ✅Screening potential investment targets and insuring their compatibility with fund strategy ✅Liaising between Due Diligence teams (Financial, Legal and Commercial) and potential targets ✅Monitoring portfolio companies’ performance and preparing monthly reporting packages ***The financial models I build allow any user to change any assumption and the effects of that change will instantly flow throughout all elements of the model. Any user can easily test all of the financial effects of any assumption in regards to revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity investments, debt or valuation. You or your investor/banker can easily use the model to easily do unlimited; testing, sensitivity analysis or break-even analysis in real time.*** Recent projects include: * Certified Business Valuations - for business sale or acquisition, capital raising, financial reporting and other purposes * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity and debt) * Deal Negotiations (business sales, acquisitions, financing transactions) * Financial due diligence for acquisitions * Financial Models and Operational Models for new and existing investments using DCF and Multiples valuation (incl. acquisitions, buyouts, recapitalization, valuations, private equity, venture capital, debt financing and portfolio analysis) * Business Plans / Investor Presentations / Private Placement Memorandum (PPM), Investor Memorandums, Prospectuses * Business and financial plan development for private equity investment firm * Business valuation of publishing business * Pre-IPO company valuation * Financial model startup companies * Financial due diligence for Food and Beverage sector Industry experience includes: * Healthcare Services * Medical Devices, Products and Equipment * Pharmaceuticals * Financial Services * Food & Beverages * Consumer packaged goods * Financial services * Automotive * Agribusiness * Micro finance * Tech/FinTech I can help you with your financial model, business plan and cash flow management or just cleaning up an Excel spreadsheet. I am available to assist with projects of different duration depending on the scope. I Speak fluent English, French and Arabic Please reach out with any questions or just to chat about how I can help you. I look forward to getting in touch!Pro Forma Statements
Business Proposal WritingBusiness ModelingVenture Capital ConsultingBusiness ValuationPrivate EquityInvestment ResearchChartered Financial AnalystInvestment BankingPitchbookValuationFinancial ModelingFinancial PlanningInvestment StrategyPro Forma StatementFinancial Analysis - $100 hourly
- 4.9/5
- (14 jobs)
Finance professional with expertise in commercial real estate investment, private equity, and structured finance. I specialize in building financial models for ground-up developments and acquisitions across various asset classes, including office, multifamily, residential, hospitality, and industrial. My work extends beyond modeling to investment strategy, due diligence, and capital structuring, evaluating opportunities from both an equity and debt perspective. I have advised institutional investors, private equity firms, and developers on deal underwriting, portfolio management, and financing strategies to maximize returns and mitigate risk.Pro Forma Statements
Investment ResearchStartup PitchbookPro Forma StatementMicrosoft ExcelForecastingStartup ConsultingFinancial ModelingFinanceReal Estate AcquisitionFinancial Analysis & ValuationReal Estate Financial ModelingAnalytical PresentationManagement ConsultingFinancial AnalysisStrategy - $25 hourly
- 4.7/5
- (220 jobs)
I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, financial modelling, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 300 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory reconciliation - Accounts receivable reconciliation - Business valuation - working capital management - Financial risk management - Financial due diligence - Credit Appraisal forms I am a CFA, and graduated in Commerce with more than 17 years of experience in corporate finance and advisory.Pro Forma Statements
Business WritingPro Forma StatementDue DiligenceCash Flow ModelingInvestor OverviewChartered Financial AnalystAccounts Payable ManagementBusiness ValuationInvestment ResearchInvestment StrategyCost AccountingAccounting BasicsInvestment BankingMicrosoft ExcelFinancial Projection - $200 hourly
- 4.9/5
- (42 jobs)
Proven CFO and prior CEO with three decades of international experience spanning Cleantech Manufacturing, Genomics, IVD, and SaaS. Balances strategic leadership with hands-on financial management. Successfully led high-growth, venture-backed startups through multiple exits, including an IPO. Harvard Business School alumnus with deep expertise across GCC, SEA, EU, and NAM markets. Why You Would Retain Me 1. I scale companies and drive successful exits. I've led businesses from inception to $130M ARR, achieved the first SaaS IPO, scaled a division from $0 to $1B ARR, and executed $5B in M&A transactions. Whether you're preparing for funding, scaling operations, or planning an acquisition, I can help you navigate the path. 2. I’m an expert in capital formation and strategic finance. With $500M raised and extensive venture finance experience, I optimize capital structures, secure funding, and align financial strategy with operations to drive commercialization and growth. 3. I bring deep tech expertise with high adaptability. I’ve helped companies commercialize breakthrough innovations in SaaS, AI, genomics, computational knowledge engines, hydrogen fuel processing, and cfDNA epigenomics. 4. I thrive in high-stakes, complex environments. From Army Special Operations to transforming global companies, I blend execution under pressure with visionary leadership. If you’re navigating uncertainty or a significant transition, I can help you define and execute the best strategy forward.Pro Forma Statements
Venture Capital ConsultingForecastingFinancial ModelingBusiness CasesPro Forma StatementSaaSBusiness PlanBusiness ModelingFinancial AnalysisBalance SheetMicrosoft ExcelIntuit QuickBooks - $200 hourly
- 5.0/5
- (73 jobs)
Laser-focused on commercial real estate financial modeling, including developments, acquisitions, portfolios, opportunity zone projects, distressed debt, proformas, waterfalls, etc. My models are institutional-quality, and create a powerful impression on equity investors. Highlights: - Modeled billions of dollars worth of real estate at financial institutions - Microsoft Certified “Excel Expert” - Master’s degree in real estate development - Chartered Alternative Investment Analyst As a well-known real estate modeler, I maintain over 12,000 followers on LinkedIn, and have authored numerous articles on real estate finance for publications like American Banker, National Real Estate Investor, and California Real Estate Journal. I have deep experience with all real estate product types, including multifamily, office, industrial, retail, mixed-use, condo, SFR, manufactured home communities, land, self-storage, and all forms of hospitality (resort, hotel, motel, membership clubs, etc.). If you need a pro forma, waterfall, or any other real estate model, let’s chat.Pro Forma Statements
Equity ResearchReal Estate Investment AssistanceCash Flow AnalysisFundraisingAcquisitionsCapital MarketsReal EstateReal Estate Financial ModelingMicrosoft ExcelFinancial AnalysisPro Forma StatementFinancial Modeling - $120 hourly
- 5.0/5
- (51 jobs)
Hello There, I am a freelancer with over 10 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!Pro Forma Statements
Visual Basic for ApplicationsFinancial AnalysisChartered Financial AnalystValuationCorporate FinancePitchbookPro Forma StatementPythonInvestment ResearchData AnalysisFinancial ModelingFinance & AccountingIntuit QuickBooks - $150 hourly
- 5.0/5
- (12 jobs)
With an affinity for valuation and diligence, institutional underwriting discipline, and decades of full lifecycle oversight, granular analytics & presentation collaboration with the industry’s best on $22B in Value, 38K Residential Units, 1.4K Hotel Keys, 13.5M Commercial sq. ft., my marching orders have always been simple – drive to that place where contract, objective due diligence and technology foretell value. Core Competencies: ✦Underwriting / Due Diligence ✦Valuation / Financial Analysis ✦Model Building (Excel & Argus) ✦Structuring (JVs & Public-Private Partnerships) ✦M&A ✦Strategy /Business Planning ✦Market Analytics ✦Budgeting & Forecasting ✦Distressed Assets /Workouts ✦Property, Asset & Portfolio Management ✦Information Technology. Use Cases: ✦Mixed-use ✦Land Development (green & brownfield) ✦Production Single Family Homebuilding ✦Scaled Residential Build-To-Rent (Single-Family Rentals) ✦Apartments (core & value-add) ✦Condos ✦Office ✦Retail ✦Industrial ✦Hospitality Coverage: SF Bay Area, SoCal, AZ, FL, GA, IL, NC, NJ, NV, NY, OR, PA, TN, TX, UT, VA & WA Competitive Advantages: ✦Breadth of Knowledge / Institutional Discipline with singular focus on large-scale real estate diligence ✦Full-Service Support – running due diligence with nuanced checklists and models or building ad-hoc models supporting sensitivities, multi-layered financing and partner waterfalls ✦Vast Library of foundational models and due diligence checklists ✦Bandwidth and Flexibility to quickly work across time zones achieved thru independent consultancy. I look forward to discussing ways in which I might help you find greater certainty in your Real Estate endeavors!Pro Forma Statements
Partnership AgreementJoint VentureProject ManagementReal Estate Business PlanFinanceFinancial Analysis & ValuationReal Estate ClosingFinancial ConsultingReal Estate Financial ModelingReal Estate AppraisalUnderwritingDue DiligenceReal Estate Investment AssistanceReal Estate AcquisitionPro Forma Statement - $125 hourly
- 5.0/5
- (24 jobs)
Thank you for considering me for your real estate financial modeling needs. Over the last 5-years, I have worked at several real estate private equity companies across various asset classes and in multiple roles, supporting acquisitions, dispositions, and asset management functions. During this time, I underwrote hundreds of deals and supported the organizations with various financial analyses including building acquisition templates, waterfall models, recapitalization scenarios, disposition models, assisting with the annual budgeting & forecasting process, building investment committee memos/teasers, etc. Experience includes, but is not limited to the following: • Acquisition templates (Multifamily, Hospitality, Self-Storage, Mobile Home Parks) • Pro Forma review / manipulation • Real Estate Cash Flows • Recapitalization / Disposition Scenario’s • Partnership/Fund-Level Waterfall Structures • Investment Memorandums / Teaser’s • Misc. Financial Analyses Education / Certifications: • Masters in Real Estate (MSCRE) - Georgia State University • BS in Business Management - University of North Georgia • ARGUS Enterprise Certification • REFM – Levels 1-3Pro Forma Statements
Microsoft PowerPointApartmentInvestment PreparationReal Estate Financial ModelCash Flow AnalysisReal Estate Investment AssistanceAcquisitionsFinancial ModelingMicrosoft ExcelPro Forma StatementHospitalityFinancial ReportingInvestment ResearchInvestment StrategyFinancial Analysis - $95 hourly
- 5.0/5
- (184 jobs)
Accomplished Harvard-educated MBA executive with broad experience and recognized success in real estate acquisitions, finance, and development. Key role in over $6 billion in new multifamily construction projects and sales, with over 58,000 units during a 20-year period. Expertise in real estate taxation, appraisal, entitlements, feasibility studies, and real estate loans and syndications, including construction loans, tax-exempt bonds, and private placement syndications. Have developed numerous loan and equity feasibility packages for lenders and investors.Pro Forma Statements
ConstructionMicrosoft WordFinancial PresentationReal EstateValuationMicrosoft ExcelFinancial Analysis - $40 hourly
- 4.9/5
- (78 jobs)
As a commercial real estate underwriter and financial analyst with 8 years of experience, I provide a wide range of services to institutional and individual investors. I specialize in underwriting and assessing valuations for all types of properties, including multifamily, self-storage, retail, office, industrial, and hotels. My services include: Underwriting and Valuation: I assess the financial feasibility of potential investments and identify any potential risks or challenges. I also estimate the value of properties using a variety of methods, including the income capitalization approach. Financial Modeling: I develop complex financial models to forecast the cash flow and returns of potential investments for value-added and ground-up real estate development. I also use these models to identify the best financing options and to develop exit strategies. Waterfall Syndication Design: I design and structure waterfall syndications, a popular investment vehicle for commercial real estate. I work closely with investors to create syndications that meet their unique investment objectives. Refinance and Exit Plan Analysis: I help investors to refinance their loans and to exit their investments at the optimal time. I analyze the various options available and develop a plan that maximizes the investor's returns. Returns Analysis: I calculate and analyze the various returns metrics associated with commercial real estate investments, such as cash on cash return, internal rate of return (IRR), and equity multiple. Investment Pitch Deck: I create investment pitch decks, investment memos, and offering memorandums for both value-add and construction development real estate investment opportunities, I am a Top Rated Plus freelancer on Upwork, and I have a proven track record of success in helping investors achieve their investment goals. I am also proficient in both value-added acquisition and ground-up development underwriting. Please reach out to me today for a free consultation and learn how I can help you achieve your commercial real estate investment goals. Skills - - Underwriting - Multifamily, Self-storage, Retail, Office, Hotel, and Mixed-use Properties Underwriting - Real Estate Development Financial Modeling - Real Estate Value-add Financial Modeling - Financial Modeling - Real Estate Lease abstracting - Business Plan / Investment Memo writing - Asset Summary Report (ASR) writing - Comparative Market Analysis (Sales Comparison Approach) - Cash Flow Working and Modeling; - Rent Roll Working and Modeling; - Real Estate Market and Submarket report analysis (e.g., CoStar, REIS, Marcus & Millichap, etc.); - Real Estate Investment Pitch Deck Creation Let's connect for any questions or chat about how I can help. I look forward to getting in touch!Pro Forma Statements
PresentationsReal Estate Investment AssistancePitch DeckValuationMicrosoft ExcelFinancial ModelingAsset ManagementCommercial LendingReport WritingCommercial LeaseUnderwritingReal Estate Financial ModelingMarket AnalysisCash Flow Analysis - $15 hourly
- 4.7/5
- (427 jobs)
Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor Quickbooks Online Advanced Certified Clio Manage Clio Accounting ACCA (Accountant) CFA Charter Holder ( Chartered Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim MughalPro Forma Statements
XeroBuildiumFinancial AnalysisFinancial ReportingAsset ManagementCost AccountingTechnical WritingFinancial ManagementWooCommerceFinancial ModelingBalance SheetFinancial AuditBookkeepingIncome StatementIntuit QuickBooks - $30 hourly
- 5.0/5
- (66 jobs)
**Experienced Finance Partner for Small to Medium-Sized Businesses** As an ACCA (CPA) and an accomplished finance professional with over 12+ years of experience, I provide expert accounting services designed to help small and medium-sized businesses achieve financial stability and growth. I collaborate closely with clients to streamline their bookkeeping, enhance financial reporting, and provide strategic insights, ensuring efficient, accurate, and aligned financial operations with business goals. **What I Offer:** - **End-to-End Financial Management:** I handle everything from daily bookkeeping to advanced financial reports, ensuring all is tracked accurately and aligned with your business objectives. - **Tailored Financial Strategies:** Collaborating with you, I develop strategies to optimize cash flow, reduce costs, and plan for growth based on your long-term vision. - **Expert Cloud Accounting Solutions:** As a QuickBooks and Xero Pro Advisor, I guide businesses through transitioning to cloud accounting, optimizing systems for efficiency. Moreover having expertise with ERP's, SAP, Odoo and All giving an extra edge to understand business functionalities and design the system. - **Actionable Financial Insights:** I deliver tailored reports highlighting key metrics, enabling well-informed, timely business decisions. - **Process Automation & Efficiency:** Implementing automation for manual tasks ensures your financial operations run smoothly and error-free. **How I Help Your Business:** - **Customized Financial Solutions:** Crafting individual solutions to improve cash flow, manage expenses, and forecast growth for your specific needs. - **Clarity in Financial Reporting:** Simplifying complex data into clear, actionable formats for quick, informed decision-making. - **Long-Term Financial Planning:** Assisting with budgets, cash flow forecasts, and scenario planning to prepare for future opportunities and challenges. - **Ongoing Partnership:** Acting as a long-term partner, I align financial strategies with your evolving business needs through every growth stage. **Industries I Serve:** (But Not Limited to these) - E-Commerce & Retail - Tech Startups & SaaS - Real Estate - Health & Wellness - Professional Services - And many more. **Why Work With Me?** - **Experienced & Trusted:** With over a decade of helping businesses like yours organize finances and thrive. - **Cost-Effective Solutions:** Delivering high-quality financial management at a fraction of the cost compared to a full-time in-house team. - **Focused on Your Success:** My proactive support is centered on helping your business succeed beyond mere bookkeeping. - **Flexible & Scalable:** As your business grows, my services scale with you, from simple bookkeeping to advanced financial planning. Let's chat and explore how I can help you take control of your finances and drive your business forward.Pro Forma Statements
Financial ModelingFinancial AnalysisVideo CleanupFinancial PlanningAccount ReconciliationFinancial ReportingBookkeepingZoho BooksBank ReconciliationIntuit QuickBooksMicrosoft Excel - $100 hourly
- 5.0/5
- (195 jobs)
I am a senior finance professional, consultant, and adjunct collegiate instructor with over 35 years of experience spanning multiple industries. My career has included leadership roles such as CFO, VP of Finance, and Treasurer, where I drove revenue growth, cost reductions, and significant bottom-line improvements. Today, I specialize in helping businesses achieve their financial goals through expert financial modeling, planning, and analysis. Whether you're a startup seeking funding or an established company looking for interim financial expertise, I provide tailored solutions to meet your needs. I am committed to helping your business thrive, and I bring the skills and dedication to deliver results. HOW CAN I HELP YOUR BUSINESS For Startups: - Develop financial projections and models to secure funding from equity or debt investors. - Assess financial feasibility and create strategic growth plans. - Provide financial insights to position your business for sustainable success. For Growth-Stage and Established Companies: - Act as a fractional CFO or project-based finance expert. - Optimize cash flow management and streamline financial operations. - Lead special projects, such as business planning, budgeting, and financial reporting. WHY CLIENTS CHOOSE ME Proven Expertise: Over 35 years of hands-on experience with startups, growth-stage businesses, and multi-national corporations. Exceptional Results: Delivered millions in incremental net income through strategic financial initiatives. Client-Focused Approach: Known for clear communication, responsiveness, and a commitment to exceeding expectations. Educational Excellence: Adjunct professor of finance for over 12 years, combining academic knowledge with real-world application. INDUSTRIES I SERVE - Commercial Real Estate: Multi-family, retail, office, self-storage, mobile home parks. - Residential Real Estate - Manufacturing - Retail & eCommerce - SaaS and Technology - Salons & Spas - And many others. TOOLS AND EXPERTISE - Advanced Financial Modeling (Excel) - Budgeting and Forecasting - Financial Analysis and Reporting - Cash Flow Management - PowerPoint - QuickBooks WHAT CLIENTS SAY ABOUT ME "Gary is outstanding. He jumped right in and built a perfectly functioning model. He works VERY fast, which translates into cost savings for the project. Highly recommended!" "Gary worked quickly, delivered exactly what I needed, and completed the work in less time than estimated. I will definitely use him again for future projects." "Gary is very knowledgeable and took the time to understand my business to build a proper financial model. He was patient and thorough, getting it perfect." Send me a message or invitation to interview. Let's have a conversation about how I can help you reach your goals!Pro Forma Statements
Business ModelingSpreadsheet SoftwareCorporate FinanceInvestor OverviewFinancial ModelingCash Flow ModelingBusiness ValuationBudget ManagementFinancial Variance AnalysisFinancial ProjectionMicrosoft Excel - $19 hourly
- 4.8/5
- (32 jobs)
Maximize Your Investment Potential with a Skilled Real Estate Analyst With over six years of experience in commercial real estate underwriting and asset valuation, I’ve collaborated with 20+ clients across the United States, delivering high-quality analysis and actionable insights that drive decision-making. My expertise spans development deals, value-add investments, and acquisitions, with a proven track record of underwriting and analyzing over 1,000 properties nationwide (USA) in the past three years alone. For development deals, I’ve worked extensively with a client in the Los Angeles, CA market, analyzing and underwriting more than 300 projects, including entitled properties, RTI projects, and 100% affordable housing developments. Leveraging advanced underwriting models, I ensure accuracy and deliver detailed assessments for each property. I specialize in commercial multifamily properties and have deep knowledge of the U.S. market, including rental and sales comps. My familiarity with industry-leading tools such as Zillow, Apartments.com, CoStar, and Rentometer enables me to provide comprehensive, data-driven insights. Additionally, I excel at sourcing top-tier investment opportunities through platforms like: LoopNet, Crexi, CBRE, Marcus & Millichap, JLL, Cushman & Wakefield, Newmark, Colliers International, Berkadia If you’re exploring short-term rental investments, I can conduct in-depth analyses and even help manage properties on platforms such as Airbnb, Booking.com, VRBO, and TripAdvisor. What I Can Do for You: Comprehensive underwriting for development, value-add, and investment deals Rent roll or unit mix creation and analysis T-12 and cash flow analysis Property valuation and acquisition recommendations Short-term rental property analysis and management By collaborating with clients and teams, I ensure clear communication and decisive action that aligns with your investment goals. Feel free to reach out with any inquiries or to schedule a consultation. Whether you're looking for investment opportunities or seeking professional underwriting support, I’m here to help you succeed in your real estate endeavors.Pro Forma Statements
Real Estate MarketingReal Estate AcquisitionMicrosoft ExcelInvestment ResearchReal Estate ListingUnderwritingReal Estate Financial ModelReal Estate Investment AssistanceReal Estate Financial ModelingMarket ResearchReal EstateCash Flow AnalysisCash Flow StatementCash Flow Modeling - $65 hourly
- 4.2/5
- (17 jobs)
I am a critical and detailed thinker who loves to find solutions to problems. As an Excel guru I have detailed knowledge of creating complex spreadsheets for cash flow modelling; financial analysis; data visualisation; pivot tables; dashboards; project management; pricing/return/net present value calculations. I have an Ivy League MBA in Finance (Columbia, USA) and a degree in Economics & Accounting (Bristol, UK). I also have 20+ years experience with top tier, European Investment Banks at the sharp end of complex finance transactions across many different asset classes ✅ Dynamic, integrated, 3-statement financial model (P&L, balance sheet, cash flow) to provide intuitive financial insight into your company ✅ DCF valuation ✅ Sensitivity, variance and scenario analysis ✅ Model the returns and valuation of any type of asset (fixed income, loan, mortgage etc.) ✅ Identify KPIs in conjunction with senior management to identify, measure and manage the drivers of your business ✅ Develop Process management to minimize costs, reduce wastage and ultimately improve profitability ✅ Elegant, actionable solutions provided in a user-friendly format ✅ Review of existing models ✅ I would be happy to have a free zoom call to discuss how I may help.Pro Forma Statements
Finance & AccountingCapital MarketsFinancial Analysis & ValuationDerivatives TradingBloomberg TerminalFinancial RiskCash Flow AnalysisRisk ManagementFinanceBusiness PlanMicrosoft ExcelFinancial Modeling - $21 hourly
- 4.7/5
- (19 jobs)
- Strong working knowledge and expertise in financial modelling (3-statement model, sensitivity & scenario analysis, LBO & M&A models, IRR, DCF and relative valuation, quarterly/cumulative YTD forecasts and FS) given my 10 years of experience in equity research (7 in sell-side, 3 in buy-side), along with exposure to investment banking and private equity deals (LBO, IPO). - Expert in company and industry analysis, given my exposure in covering sectors such as banks, property, consumer retail, Telecom, tech, energy, and industrials. - Proven skill and outputs in investment report writing (coverage initiation, on-going quarterly updates, trade ideas) and PowerPoint construction. - Accounting degree with a CPA license and also passed the Level 2 CFA examinations.Pro Forma Statements
Data EntryFinancial AnalysisMicrosoft ExcelMarket ResearchEquity ResearchInvestment ResearchInvestment BankingMergers & AcquisitionsCompany ValuationFinancial Modeling - $99 hourly
- 4.9/5
- (234 jobs)
𝗧𝗼𝗽 𝟭%; 𝗽𝗮𝗿𝘁 𝗼𝗳 𝗨𝗽𝘄𝗼𝗿𝗸'𝘀 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 𝗽𝗿𝗼𝗴𝗿𝗮𝗺 ✅ Over 200 projects, 100% rating, $1BN+ raised by my models, $400k+ earned on Upwork, 1 week turnaround on most models! Why you should hire me: 1) Dedicated financial modeling consultant: By focusing exclusively on financial modeling, I provide the highest possible value to my clients. This focus has allowed me to become highly efficient at modeling, which results in higher-quality models at a lower overall cost. 2) Developer-level expert in Excel and VBA. By leveraging deep expertise in both Excel and VBA, I am fully capable of harnessing all of Excel's functionality in ways that are not possible without fluency in VBA coding. 3) Industry knowledge. I have worked with 500+ companies from virtually every industry. I am particularly well-versed in Fintech/lending, Energy, SaaS/HaaS, Ecommerce, Asset Management, Real Estate, and Logistics. 4) $1BN+ debt and equity raised. My modeling approach has been battle-tested in successful investment rounds across every stage, including multiple Series B and A rounds, one unicorn, and multiple businesses with $100 million+ in ARR. 5) Wall Street-trained financial analyst and CFA Charterholder. My expertise is backed by education and training from top a Wall Street analyst program, ensuring my models incorporate industry best practices and meet the highest standards.Pro Forma Statements
Management ConsultingVenture Capital ConsultingStartup ConsultingBusiness AnalysisFinancial ModelingBusiness ModelingBusiness ValuationFinancial AnalysisBusiness Plan - $115 hourly
- 4.9/5
- (8 jobs)
I am an experienced investment professional with six years of work experience in Private Equity, Venture Capital, and Strategic Business Analysis. I am also a published non-fiction author. I have experience on multiple sides of investment transactions (buy-side & target acquisition company) and within operating companies. My competencies include: - Financial modeling & analyses - Valuation modeling & analyses - Investment memos - Pitch decks - Investment fund analyses - Business analyses - Cohort analyses - Market research & mapping - Thematic sourcing and target company identification & analyses - Full project management My industry experience includes: - Consumer brands - Digital media - Healthcare services & technology - E-commerce platforms - Technology - Medical devices - Aerospace & defense - Manufacturing - Tech-enabled business services - Transportation - Automotive - FinTech Selected Investment Experience: Potential acquisition of a manufacturing company (Investment Director of target company) * Wrote recommendation regarding sale process and timeline * Developed business strategy to address areas that will aid in potential sale * Constructed valuation analysis using public company comparables and precedent transactions * Determined assumptions and constructed three statement model * Identified buyers for potential transaction Potential investment of $25M into a hair care company * Constructed time- and segment-based cohort analysis using historical customer data to inform financial forecast and identify geographic, product portfolio, and sales channel growth opportunities * Determined assumptions and constructed three statement model showing IRRs in the 47-63% range Direct co-investment of $10M into a value-based healthcare services and technology company * Constructed valuation analysis using public company comparables and precedent transactions; analysis showed target was transacting at a fair price * Determined assumptions and constructed three statement model showing IRRs in the 31-39% range Potential direct co-investment of $50M into a digital media company * Composed investment theses and investment decision memorandum * Determined assumptions and constructed three statement model showing IRRs in the 29-31% rangePro Forma Statements
Investment BankingPitch DeckVenture CapitalPrivate EquityInvestment ResearchFinancial PresentationFinancial Analysis & ValuationData AnalysisBusiness AnalysisFinancial ProjectionModelingCompany ResearchMarket ResearchFinancial AnalysisFinancial Modeling - $75 hourly
- 4.9/5
- (71 jobs)
Financial analyst and modeling expert with 7 years in private equity, venture capital, and investment banking I build financial models, projections, and spreadsheets for a variety of purposes, including capital raises, acquisitions, expansion projects, and strategic planning $300M+ in capital market transactions since 2020 including IPOs and late-stage VC raises with prominent SaaS, fintech, and healthtech companies Recent clients: McLaren Racing, Fung Group, Softbank Robotics, InvestCloud, Qolo, Dormeo, Certify Health, truLOCAL, CoinFlip Services include: • Financial modeling and projections • Pitch decks • Business plans • Valuation • Cap tables • Market research • Financial reporting • Investment analysis • Data analyticsPro Forma Statements
Financial AnalysisBusiness PlanFinancial WritingInvestment ResearchFinancial ModelingBusiness ValuationFinancial PlanningMicrosoft ExcelData AnalysisReport Writing - $30 hourly
- 4.8/5
- (60 jobs)
I am a dedicated Financial Analyst and the Founder of IH Capital & Research, specializing in financial planning, modeling, fundraising, and valuation. With over four years of experience and a CFA Level 1 certification, I provide high-quality, actionable insights that help businesses secure funding, optimize financial strategies, and achieve sustainable growth. What Sets Me Apart: ✅ Expertise Over Generalists: My focus is solely on financial modeling, planning and analysis, allowing me to deliver models that outperform competitors in accuracy and efficiency. ✅ Proven Success: Managed and raised $930M+ for institutional and retail clients. ✅ Industry Versatility: Hands-on experience across SaaS, e-commerce, engineering, automotive, and manufacturing industries. ✅ Tailored Client Solutions: I work closely with clients to customize models and strategies that align with their unique needs. Services Offered: ✅Financial Modeling, Planning & Forecasting for Startups and Established Businesses ✅Pitch Deck Creation and Fundraising Strategy ✅Business Valuation for M&A and Private Equity ✅Corporate Finance Advisory and Strategic Planning (vCFO Service) ✅Market Research, TAM/SAM/SOM Analysis Highlights: ✅Completed 200+ successful projects, including investor-grade financial models and pitch decks. ✅Developed strategies that secured Series A and B funding for startups. ✅Delivered FP&A and CFO services to enhance financial visibility for clients.Pro Forma Statements
Microsoft PowerPointMicrosoft ExcelMarket ResearchBusiness ValuationFinancial AnalysisVenture Capital ConsultingFinancial ModelingForecastingAsset ManagementInvestment StrategyInvestment ResearchPortfolio Performance ModelingFinance & AccountingPortfolio Management - $89 hourly
- 4.8/5
- (493 jobs)
As a corporate CFO, Wall Street banker, Director of Equity Research and senior bank lender who has worked in the US, Europe, Asia and Latin America, I have extensive experience with funding for companies in a wide variety of industries. As a result, I know what a serious investor, commercial bank or other funder will require in a complete investor presentation or business plan before they will even consider providing you with the money you need to build your business. In close collaboration with you I will create these documents and the financial forecasting/budgeting tools you, your investors or your banker require. (A due diligence review by an angel investor group of a recent client's application package said it was "...one of the few combinations of documents that we reviewed from a potential client where all components of a well-thought out business model were present.") Whether you need only a detailed financial model or both a model and full business plan or investor presentation package (including pitch deck, cap table, etc.), you can see samples of previous projects in my Upwork profile. I will build your Microsoft Excel-based financial model using my very robust and fully customizable proprietary template. This template, developed over many years of real world use, helps assure your own forecast's accuracy while also saving you significant time and money in development. (If you don't have access to Excel, let me know and I'll arrange access for you while we work together.) When your financial model is complete, you will be able to change any assumption in the Model and the effects of that change will instantly flow throughout all elements of the Model. Any user can easily test all of the financial effects of any assumptions about revenue, profit margins, unit sales, pricing, operating expenses, fixed assets, equity and debt. You or your investor/banker can use the model to easily do unlimited "What If?" testing, sensitivity analysis or breakeven analysis. (Let me know if you will require inventory tracking or a balance sheet. Most companies I work with do not and it is not included in my project pricing unless you specifically request it.) For the text and graphics (charts, pictures, tables, etc.) in your plan, presentation or pitch deck I will use Microsoft Office software. (If you need specific advanced graphic skills for your document(s), you will need to hire a specialist graphics person.) Typically, the time needed to complete a detailed corporate financial model for one product in one market is about 15 - 18 work hours (add about 20% - 25% for a start-up, subscription-style revenue, a balance sheet or inventory management). A full business plan or investor presentation comprising 15 – 25 pages of text and graphics typically requires 15 - 25 hours of work over three to six weeks to create, depending on how quickly you can respond to my daily questions during the project, the complexity of your business, how much text you add to the business plan versus how much original text I have to create, etc. If you are planning to create a new company whose industry you have no experience in, the time required for completion will typically be greater than for an established company with existing operations. I can begin work on your project as soon as you wish once your payment method is verified by Upwork. If you would like me to sign a non-disclosure agreement (NDA), that is not a problem. If you need a pitch deck, that will flow easily once your business plan or investor presentation is complete. My basic average hourly rate is $69 - $89/hr., depending on the complexity of the work required. Minimum Charges: Per Project - 4.0 hours; Per Work Session: 10 minutes. Premium for urgent completion (8 calendar days or less): 30%, 48-hour Rush Projects: 100% premium. All of my work time, including all phone conversations with you regarding your project, will be tracked by Upwork's software and reported to you by Upwork each Monday. If you are not well-versed in finance or accounting, I will be happy to explain everything to you as we go. That will be very important to your effort to raise money, as your banker or investor(s) will require that you fully understand all of the details of your business. I am committed to your complete satisfaction and will gladly make minor changes to my work within 14 calendar days of completion and closure of the project on Upwork at no additional cost to you. So, let's talk! I am usually in the US Eastern time zone and available to discuss your project at your convenience. I'm happy to have an initial consultation at no cost to you. Will LyonsPro Forma Statements
Executive SummaryBusiness Proposal WritingBusiness Planning & StrategyBusiness WritingBusiness PlanFinancial AnalysisBusiness AnalysisBusiness ValuationFinancial ModelingBusiness ModelingFinancial Report - $60 hourly
- 5.0/5
- (59 jobs)
I am a highly experienced commercial mortgage banker, underwriter, analyst, and former senior bank executive located in Richmond, VA with an extensive background in all aspects of commercial real estate analysis, loan underwriting, and lending. My expertise is the result of 33 + years' experience working as a Banking Executive/Senior Vice President for a number of different, well-known banks such as the former Wachovia Bank, Regions Bank, and RBC Centura, just to name a few. During the course of my career, I have placed loans, either directly through the banks that I have worked for, or through other third-party institutions, such as major Wall Street firms, large life insurance companies and other third-party bank and private specialty lenders. Individual transaction sizes have ranged from $1MM up to $100MM+, although my typical deal size range has been $2MM to $70MM. The loans placed were on many different property types, including apartments, offices, retail and industrial buildings, as well as hotels, self-storage facilities, mixed-use properties, and others. Uses of Funds for these various project types have ranged from simple refinances, to acquisition of such property types with value-add renovation opportunities, to other needed capital stack restructuring. Borrower clients have included both small and large private developer/owners, as well as publicly traded companies and REIT's, such as Wheeler REIT (a grocery-anchored shopping center owner that trades on NASDAQ) and also for United Dominion Realty Trust (UDRT), at one point the largest multi-family project owner in the country.. Consequently, over the course of my career, I have raised / placed more than $1 Billion, and I continue to do this type of work today for both private, as well as publicly traded and other institutional clients on a private consulting basis. The various types of funding that I continue to raise on my own include Senior Debt (through either traditional banks or through private "Stretch Senior" lenders), Mezzanine Debt, Pref Equity, LP money, and also GP or co-GP monies for new and existing commercial projects as well. As a result of my background, I possess a high level of skills in a number of areas related to commercial real estate finance: 1. Property Financial Analysis and Modeling, including such aspects as Sources and Uses, Capital Stack modeling, In-Place or Stabilized UW analysis, Construction Budget Analysis, and IRR Project Analysis, and more. 2. Loan Structuring & Underwriting 3. Loan Placement 4. Loan Closing I also have an extensive and deep level of computer skills with respect to Excel, Word and PowerPoint, with some additional experience in Argus and other related specialty programs as well. Recent / Current Projects: 1. $11.1MM in Pref Equity for a 372 Unit Apt Project in Houston, TX 2. $4MM in Senior Financing on a small Portfolio of Residential Properties in New England 3. $7.143MM on a Condo Development in Boston 4. $21.7MM in Senior Financing and $5MM in Pref / Mezzanine Financing on Multi-Family in Buckhead, GA 5. $5.1MM on the Acquisition of 2 Suburban Office properties in GA and TX 6. $105MM for a portfolio of Grocery-Anchored Shopping Centers 7. $171MM for a proposed condo project in Texas With respect to my educational background, I am a 1982 graduate of the University of Virginia (B.A Political Science), and I pursued my Masters in Business, with a concentration in Real Estate and Urban Land Development at Virginia Commonwealth University from 1986-1991. Overall, I have been in commercial real estate banking/lending since 1990. Prior to starting my graduate work in 1986, I performed Market and Feasibility Analysis work on proposed new construction projects from 1983-1986, while working for a Richmond-based feasibility consulting firm. I also worked briefly for a Virginia-based commercial real estate appraisal firm as well from mid-2017 to late 2020, doing appraisal work. As part of that work, I took and passed all required training regarding USPAP. ("Uniform Standards of Professional Appraisal Practice". These standards are set by the national oversight body for all appraisers, The Appraisal Institute). Given my broad and deep background in all aspects of commercial real estate analysis and underwriting, I would be glad to assist you with any such related work for any real estate project that you may be working on. Furthermore, I always do my best to be reasonable on the fees I charge, and depending on the complexity of each assignment, I am typically able to complete most work in 1-3 days. (Although time frames to complete larger, more complex assignments vary on a case-by-case basis and could take longer). And lastly, I am always willing to talk. So please feel free to reach out to me if you have any questions, or simply wish to discuss your specific project. I look forward to a chance to speak with you and to learn more about your assignment!Pro Forma Statements
Real Estate AcquisitionUnderwritingReal Estate AppraisalReal Estate Financial ModelingFinancial WritingCommercial LendingBusiness Proposal WritingBusiness WritingBusiness AnalysisFinancial AnalysisFinancial Modeling - $125 hourly
- 4.9/5
- (382 jobs)
Get 2X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor StrategyPro Forma Statements
Presentation DesignBusiness WritingMicrosoft PowerPointBusiness PresentationPitch DeckFundraisingInvestor RoadshowManagement ConsultingPitchbookVenture CapitalVenture Capital ConsultingStartup ConsultingInvestor OverviewFinancial ModelingBusiness Plan - $50 hourly
- 5.0/5
- (41 jobs)
Hello! Thanks for stopping by! I have more than 10 years of experience in business analysis and corporate finances. I started my career in the largest Bulgarian bank analyzing the eligibility of small and medium sized enterprises for lending. I moved to the Bulgarian Credit Rating Agency where I participated in assigning credit ratings to 13 companies, 2 municipalities and a bank using Moody's methodology. I further enhanced my experience by working in a Luxembourg based M&A advisory company and in the largest Bulgarian mining company as an investment analyst. On my latest position I was engaged in developing a portfolio of investments (primarily seed capital, acquisitions and mining projects) seeking additional return for shareholders. The scope of my work included financial analysis, financial modelling and forecasting, industry analysis, project/company valuation, return analysis, feasibility studies. I also have experience working with international M&A teams and was involved in several transactions, both on sell and buy side. My contribution, apart from purely financial work, included drafting Letters of Intent, Non-Disclosure Agreements, Non-Binding Offers, preparing management presentations, investment teasers, information memorandums, investor presentations. I am a passionate puzzle solver with an eye for detail. Enthusiastic about overperforming.Pro Forma Statements
Microsoft PowerPointPresentationsPro Forma StatementManagement ConsultingCorporate FinanceCompany ValuationFinancial AnalysisFinancial ModelingBusiness Analysis Want to browse more freelancers?
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