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Core Services: - Building & updating cap table in Excel, or in a software program. - Onboarding to a cap table management platform, such as Carta, Mantle, Pulley, Capboard, Cake or others. - Comprehensive administration of equity plans and cap table, including issuing grants, processing terminations, and generating custom reporting. - Auditing cap table to ensure accuracy & compliance - Can provide exclusive deals and discounts to cap table management software through industry partnerships. I can assess your current utilization of the software you might be using to identify cost savings of possibly switching platforms. Credentials: -Ex-Carta employee -Certified Equity Professional certificate -Owner of boutique stock administration firm

💥 I help investment firms raise capital by building the infrastructure behind their fundraising. Many sponsors have strong deals but struggle to communicate their strategy to investors. ➡️ The result? Confusing pitch decks, unclear investment narratives, scattered investor materials → capital raise cycles that move slower than they should. That’s where I come in. 🏦 I’ve spent my career working inside private real estate investment and alternative investment platforms, helping structure capital raises, investor communications, and fund strategy. I have extensive experience not only building investment presentations but designing investor engagement strategy and operational frameworks that have led to hundreds of millions of dollars in investment capital raised from HNW/UHNWI's, RIA's, Family Offices, and Institutions. ✅ Today I help investment managers transform their capital strategy so they can raise capital with clarity and confidence. ☝️NOTE: Although I am new to the Upwork platform, my experience, as demonstrated by the body of work in my portfolio, speaks for itself. Therefore, I am willing to work with new clients, particularly on price, in order to build my Upwork-related work history, clientele, referrals, and ratings. If you are intrigued by my profile, but hesitant to engage due to lack of the aforementioned metrics, let's have a conversation so I can earn your business. ✨What I Help Clients With: Many clients come to me when something is partially built or not landing with investors. The strategy may be strong, but the operations, positioning, or investor materials are unclear. I step in to bring structure to the business, clarify the investment narrative, and/or translate it into materials that are credible to experienced investors. Investor Pitch Decks • Institutional-quality investor presentations (full pitch decks, one-pagers, executive summaries, case studies) • Narrative restructuring and visual hierarchy • Investor psychology and messaging frameworks Fundraising Strategy • Capital raise positioning • Investor narrative and storytelling • Capital pipeline strategy (Top-of-Funnel research) Investor Relations Infrastructure • DDQ creation & maintenance and investor data rooms • Investor reporting infrastructure • Capital raise workflow systems (e.g. CRM build out, data room setup & maintenance, etc) • Executive communications support (scriptwriting, earnings call drafting, quarterly newsletters, webinar support) Fund Launch Support • New fund positioning & operational roadmap • RIA channel readiness • Third party support (e.g. custodian approvals, RIA onboarding) • Subscription workflow planning 🏢 Clients I Typically Work With: • Real estate investment firms • Private equity funds • Emerging fund managers • Venture and alternative asset managers • Startups preparing for investor fundraising 🤝 Engagement Types: • Investment pitch deck development and design • Fractional Investor Relations / COO / Capital Advisory • Operational infrastructure and workflows • Portfolio strategy and positioning • Fund launch planning and execution • Investor onboarding and reporting processes • CRM and investor communication systems • Internal reporting frameworks & templates • Cross-functional coordination between C-Suite, Senior Leadership, and functional teams • Capital strategy and fundraising support I operate at the intersection of investment strategy, operational execution, and capital formation which allows me to translate complex frameworks into processes, systems, and materials that build momentum and credibility with sophisticated audiences. I'd love the opportunity to earn your trust and your business!

If you need senior-level legal, compliance, or financial planning expertise without the overhead of a full-time hire, you've found the right person. I'm a qualified attorney (South Africa) and senior legal professional with 30+ years of experience spanning contract administration, regulatory compliance, corporate governance, business strategy, and estate and wealth planning. I've managed contract portfolios representing billions of dollars in value, led legal and compliance functions at Eskom Holdings SOC Limited, one of Africa's largest public utilities with R130 billion in annual commercial spend, and advised C-Suite executives and Board members on high-stakes legal and regulatory risk. On Upwork, I've earned $100k+ delivering results for clients who needed more than a generalist. They needed someone with real institutional depth, sharp legal thinking, and the ability to turn complex requirements into clear, actionable outcomes. That is what I bring to every engagement. I work across three core areas: 1. Contract Review, Drafting & Negotiation From NDAs and service agreements to complex multi-party contracts, I review, draft, and negotiate commercial agreements that protect your interests. Most contracts are reviewed within 24 to 48 hours. I bring the same precision to a startup's first vendor agreement as I brought to billion-dollar procurement contracts. 2. Legal & Regulatory Compliance I help businesses design and implement compliance frameworks that actually work. Whether you need a regulatory gap analysis, a policy and procedure overhaul, corporate governance advisory, or Board-level compliance reporting, I deliver institutional-grade compliance thinking scaled to your business. 3. Estate Planning & Wealth Protection Strategy As a Certified Estate Planning Strategist (FinLawConnect) with a California Life and Health Insurance License, I deliver integrated estate and wealth planning that combines legal precision with financial strategy. I work with individuals, families, and business owners who are serious about protecting what they have built and creating a lasting legacy. My clients are business owners, entrepreneurs, executives, and individuals who want one trusted expert across legal, compliance, and financial planning. Not three different consultants charging three different fees. If you want work done with precision, accountability, and zero shortcuts- let's talk.

Having spent more than 16 years in the Finance and Management industries, I successfully enabled over 100 entrepreneurs, companies, non-profits and governments to expand their business, manage their finances, develop their economies and right-size their operations. As a fractional Chief Financial Officer and Chief Operating Officer, I assisted several startups in various industries (such as E-Commerce, SaaS, Web3, Crypto, Medtech, venture capital, energy, etc) in building their financial and operational capabilities, including: - developing accounting policies and controls; - managing accounting processes such as monthly closes, A/R, A/P, Reconciliation and Reporting; - developing HR and IT functions, including hiring process and technology management program; - running and integrating ERP systems with payment processing and accounting systems (Quickbooks, Netsuite, Xero, Quickbase, Paypal, Expensify, etc) - building a strategic finance function, including budgeting, KPI development, Financial Planning and Analysis - assisting with fundraising strategies and equity management, including management of third-party systems such as Carta During my stint as an Investment Banker, I managed many acquisitions and divestitures from sourcing to closing, and helped clients to develop: - business strategy - competitive landscape analysis - financial forecasts - fundraising and sales pitch decks - board presentations - business valuation - transaction management and negotiation During my stint as a portfolio manager, I assisted in achieving the targeted returns through developing: - risk-based allocation strategies - hedging and dynamic portfolio management tools - customized benchmarking During my stint as a fixed income trader, I helped companies to understand the capital markets and provided liquidity to market participants through creating: - risk management and pricing models - market analysis and idea generation As a Chartered Financial Consultant, I help individuals and companies to manage and expand their wealth according to their needs through: - expense tracking models - risk-based wealth management strategies - optimization of income production and debt reduction - life planning strategies Through my wealth of experience and versatile skill sets, I hope to be able to assist you in meeting your goals. Looking forward to having a conversation, and hopefully working with you!

I am a Certified Valuation Analyst (CVA®) and private-company valuation specialist. My work is built around the purpose of the assignment—tax, litigation, partner disputes, acquisitions, retirement plans, financial reporting, strategic planning, or another defined need. I help business owners, attorneys, CPAs, investors, buyers, and lenders answer a deceptively difficult question: What is this business actually worth—and can the conclusion be defended? Over the past 15+ years, I have analyzed thousands of privately held small and midsize businesses, including complex assignments requiring judgment, financial normalization, and reconciliation of multiple valuation approaches. My principal focus is BUSINESS VALUATION. CERTIFIED BUSINESS VALUATION I am a Certified Valuation Analyst (CVA®) through NACVA, Business Certified Appraiser (BCA®), and Certified Machinery & Equipment Appraiser (CMEA®), with an M.S. in Applied Economics from Johns Hopkins University and an M.S. in Finance from George Washington University. There is no one-size-fits-all valuation report. Scope depends on the purpose, standard of value, valuation date, ownership interest, evidence, and intended user. The deliverable may be a valuation memo, calculation, or full narrative report. I prepare valuations for: 🤝 Partner Buyouts & Shareholder Disputes — buyouts, minority interests, buy-sell agreements, and disputed ownership interests. 🧾 Estate, Gift & Tax Valuation — estate tax, gift tax, IRS Fair Market Value (FMV), Revenue Ruling 59-60, ownership transfers, and tax-reporting valuations. 🏛️ ROBS, 401(k) & Retirement-Plan Valuation — ROBS employer stock, annual/termination valuations, distributions, and self-directed IRA interests. 👥 ESOP & Employee Ownership Valuation — employer-stock and employee-ownership valuation. ⚖️ Litigation & Economic Damages — litigation business valuation, lost profits, economic damages, business divorce, and personal vs. enterprise goodwill. 🏦 Acquisition, SBA & Exit Valuation — acquisition valuation, SBA 7(a), succession planning, exit planning, and transaction support. 🚀 Startup, IRC 409A & Intangible Asset Valuation — startup/pre-revenue valuation, IRC 409A, intellectual property, goodwill, and promissory notes. 📊 Financial Reporting Valuation — ASC 805 purchase price allocation, ASC 820 fair value, ASC 350 goodwill impairment, and ASC 718 stock-compensation valuation. 🚚 Machinery & Equipment Valuation — desktop appraisal of machinery, vehicles, and equipment. COMPLEX VALUATION ASSIGNMENTS I specialize in assignments requiring judgment, reconstruction, and multiple layers of analysis: 📉 Inconsistent, Declining, or Limited Profitability 🧮 Complex EBITDA, SDE & Owner-Compensation Normalization 📊 Minority & Noncontrolling Interests | DLOC & DLOM 👤 Personal vs. Enterprise Goodwill & Key-Person Risk 🔗 Related-Party Transactions & Multi-Entity Structures ⚠️ Distressed Businesses or Unusual Debt & Capital Structures 🏭 Machinery, Equipment, IP & Other Intangible Assets ⚖️ Tax & Litigation Valuations with Complex or Unclear Financials A valuation should not be a spreadsheet that produces a number. It should explain the economics, assumptions, valuation approaches, and why the conclusion is reasonable. For disputed or high-scrutiny assignments, I clearly document the evidence, adjustments, and reasoning so sophisticated readers can follow the analysis. WHAT AN UPWORK CLIENT SAID “He understands business valuation forwards and backwards…” — IRS-Compliant Business Valuation Client REAL-WORLD TRANSACTION EXPERIENCE My perspective is not purely academic. I have personally invested in, operated, acquired, and sold private businesses—and I have made and lost money doing it. That experience changed how I evaluate sustainable earnings, add-backs, working capital, capital expenditures, concentration risk, debt service, and valuation assumptions. QUALITY OF EARNINGS & M&A DUE DILIGENCE Valuation is my primary focus, but I also assist buyers and investors with: 🧮 Quality of Earnings — reconstruct sustainable EBITDA/SDE and evaluate seller adjustments. 💵 Proof of Cash — compare reported revenue with deposits and cash activity. 🔄 Working Capital — estimate normalized operating working capital and a defensible working-capital peg. 🏦 SBA & Acquisition Analysis — evaluate debt-service coverage, financing structure, seller notes, equity requirements, and acquisition risk. FIXED-FEE VALUATION ENGAGEMENTS Most valuation reports are quoted on a fixed-fee basis. After a brief scope review, I provide a defined scope, professional fee, and delivery timeline before work begins. If you need a valuation for a specific purpose—even if it is not listed above—send me the assignment, intended use, and deadline. I can recommend the appropriate valuation scope and report type.

Bio: I help growing companies get compensation right — from first salary bands to full global rewards architecture. My background: 6+ years across KPMG advisory, Volvo Cars (6,000+ employees, unionized), and PE-backed SaaS, now at a global biotech operating in 30+ countries. I've been the reward partner through a PE exit, a post-acquisition integration, and union-driven cost restructuring. I get hired for: ▸ Equity administration — cap table management, ESOP lifecycle, Carta, grant audits, vesting admin ▸ Compensation architecture — salary bands, benchmarking (Radford/Pave/Ravio), pay equity, EU Pay Transparency readiness ▸ Job architecture — grading structures, leveling frameworks, role mapping, post-M&A harmonization ▸ Total Cost of Labor modeling — multi-entity workforce cost models for FP&A and board reporting ▸ Benefits strategy — multi-country design, DB-to-DC transitions, flex plans, mobility budgets Recent results: ▸ Managed a €120M employee cost base across 12 entities with direct EBITDA impact ▸ Executed full compensation harmonization for a post-acquisition integration ▸ Designed grading architecture and pay bands for EU Pay Transparency compliance ▸ Built a country rewards framework from scratch for a new-market expansion I work async across time zones and deliver structured, board-ready output with clear assumptions so you can update inputs as your business evolves. Based in Belgium, available globally.