Hire the Best Shareholder relationships Freelancers in New York, NY

My 15+ years of experience span private equity, venture capital, real estate investment, and executive-level operations. I specialize in investor relations, capitalization analytics, investment modeling, cap table administration, and financial operations for startups, SMBs, established businesses, attorneys, and investors. As the founder of Vestry.nyc, a boutique consulting firm, I have provided contract-based finance, administrative, and investment support to over 100 clients worldwide, including startups, real estate firms, and private capital entities. I am a Carta Certified Expert, an official Carta Partner, and a top-rated Upwork contractor. My work includes operations and general business administration support, equity administration, fundraising and transaction support, investment and cap table modeling, and investor relations. My career began in institutional real estate investment banking, and I have deep expertise in real estate investment, development, and capital markets, having worked on large-scale real estate transactions and syndications. I also have technical experience in AI, LLMs, and Python. ➡️ CORE SERVICES Finance & Cap Table Management -- Ongoing investor relations. -- Cap table creation, modeling, structuring, and cleanup (Excel, Carta, AngelList RUVs). -- Equity administration and modeling (convertibles, SAFEs, venture capital structures). -- Transaction waterfall modeling and dilution analysis. -- Fundraising support (document tracking, investor relations, wire coordination). Administrative & Compliance Operations -- Process optimization and back-office support for startups, real estate firms, law firms, and established businesses. -- HR functions: onboarding/offboarding, payroll documentation, benefits tracking. -- Document management, legal compliance, and system audits. -- CRM, virtual mailbox, and investor communications management. Real Estate Investment & Capital Markets -- Real estate cash flow and syndication modeling and investment analysis. -- Portfolio recapitalization and structuring. -- Investor relations, due diligence, and acquisitions. -- Capital markets advisory for real estate investors. Technology & AI Experience -- Significant experience with AI and LLMs, both as an end user and programmatically (e.g. Google, OpenAI, and other commercial LLM APIs). -- Technical skills: Python, Microsoft Excel (expert), Carta (Certified Expert), modern workplace tools. Rapid tech learner, will adapt to any software with little ramp-up time. ➡️ BACKGROUND & CREDENTIALS -- Founder, Vestry.nyc - Providing contract-based finance, real estate, and administrative operations for 100+ businesses globally. -- 15+ years in capital markets & private investment, including private equity, real estate development, and investment banking. -- Past roles: Head of Real Estate, VP Capital Markets, Director of Acquisitions, Investment Banking Analyst. -- M.S., Real Estate Finance & Investment – New York University (Dean’s Fellowship for academic excellence). -- B.A., French Language & Literature – SUNY Oswego (Study abroad at La Sorbonne, Paris). -- New York State-licensed Real Estate Broker & Certified Instructor. -- Carta Certified Expert. -- Official Carta Partner. -- Past FINRA Series 7 & 63 Licensed.

I Help Travel-Loving Entrepreneurs Live a Life They Never Want to Retire From. 💼 Short Bio: Natalia Ivanova, IAR® , Founder and CEO, Financial Planning Specialist, Portfolio Designer at NewGen Wealth Creation, and former financial advisor at Morgan Stanley, with over 9+ years of experience working with travel-loving professionals and entrepreneurs, from small business owners to CEOs of Fortune 500 companies. A dog mom, immigrant, and Puerto Rico-based world traveler, proud to use my platform and experience to empower others to achieve their financial goals and build a fulfilling life. 💼 I am an experienced and driven entrepreneur with over 8 years of Wealth Management industry experience providing clients with optimal assistance with retirement planning, estate planning, investment advice, tax strategies, and overall support managing their finances. - Built a successful wealth management practice at Morgan Stanley with nearly 50 clients. - Managed book of business with over 1.7 billion in AUM (as of 2019). - Run my own fully registered investment advisory firm that I launched in 2022. - Successfully published over 100 articles 📋 Proven Track Record: Successfully helped over 500 clients retire. Reviewed and prepared over 1,000 financial plans and portfolio analytics. Saved our clients over $500,000 in student loan interest. Saved our clients $3,000,000 in tax savings over the lifetime. Saved our clients over $48,000 in fees. Helped over 3 clients build their first $100,000. Helped all our business owners organize their pension plans. 🌍 Client Diversity: Client acquisition:60% Referrals, 40% Social Media & 0% Cold Calling/Outreach. Having worked with clients from various professions across the United States and worldwide, including medical, interior design, teaching, nursing, hospitality, service model, consulting, fitness training, entrepreneurship, and business ownership, I understand the unique financial challenges and opportunities in these fields. Today most of my clients are startup owners. I also collaborate with CPAs, attorneys, and tax advisors to ensure comprehensive and seamless service for my clients. 📈 Specialized Services: I specialize in a range of financial services, including comprehensive financial planning, retirement planning, business structuring, divorce finance navigation, financial planning for young adults, family financial planning, investment portfolio planning, and tax strategies. 📞 Upwork Consultations: To assist you in understanding the financial services you require and address any questions you may have, I offer 30-minute consultations here on Upwork. I am dedicated to supporting you every step of the way, leveraging my experience and knowledge to guide you through the process efficiently and effectively. 30-minute consultation fee is $75 plus Upwork fee. I also offer flexible and milestone-based project pricing tailored to your specific needs and budget. 📊 Additional Projects: Proficient in Excel and Financial Analysis In addition to my expertise as a financial advisor and portfolio manager, I am highly proficient in utilizing Excel for various financial analysis tasks. I possess advanced skills in budgeting, forecasting, model building, and preparing financial statements such as the balance sheet, income statement, and business projections. My Excel proficiency allows me to streamline and optimize financial data, enabling accurate and insightful analysis. I am well-versed in creating dynamic financial models that provide valuable insights into your business's financial performance and future projections. Whether you require assistance in budgeting, forecasting, or financial statement preparation, I can deliver high-quality results. 🔍🔒 Verifiable Credentials: Find Me on SEC.gov and LinkedIn for Further Verification As a new member on the Upwork platform, I understand the importance of trust and credibility. To provide you with peace of mind and further verification of my professional background, I encourage you to look me up on SEC.gov and LinkedIn. The links to these platforms are provided in my profile below. 🚀Next Steps: English is my preferred language of communication, but I can also provide services in Ukrainian and Russian. I am committed to clear and effective communication and will take the time to educate you on your financial plan to ensure your complete understanding. If you are interested in working together, please reach out to me today. I am always available to discuss your needs further and schedule a call to determine if we are a good fit for each other.

Former investment banker and private equity professional offering top-tier financial modeling, valuation, and presentation support. I bring expert-level proficiency in Excel and PowerPoint, with a sharp command of accounting and corporate finance principles. Whether you need a dynamic 3-statement model, an investor-ready pitch deck, or a thoughtful valuation analysis, I can help deliver clean, reliable work - fast. I've worked with founders, CFOs, and investors across industries to build M&A models, fundraising materials, KPI dashboards, and business plans. My work is tailored, on time, and presentation-ready - perfect for stakeholder meetings, diligence processes, or internal strategy reviews. If you're looking for a partner who can combine analytical rigor with clear communication, feel free to reach out.

I have 20+ years of investment banking and strategic advisory experience supporting founders, CEOs, CFOs and key stakeholders across a broad range of industries and transactions. I am a problem solver with the expertise and hands-on skills to provide bespoke value added support to enable clients to achieve their goals. * M&A, debt and equity financing, restructuring transaction support * Financial modeling, forecasting, strategic planning * Data analysis, due diligence

New York State Barred Attorney | JD & Tax LLM I am experienced in the tax consequences of partnerships, LLCs, S-Corps, Qualified Small Business Stock and real estate fund investment structures. To achieve client objectives I am capable of advising on the best path forward to comply with the complex partnership code sections and regulations. I create structures for entities and transactions always to optimize efficiency from a taxation perspective. I am also well versed in grants of equity compensation, including Profits Interest Awards. If your company is seeking someone to understand Profits Interest Awards, I can certainly assist to explain and/or draft any relevant agreements. In addition to advising on transactions, I have extensive experience in drafting various agreements and documents, including LLC Operating Agreements, Partnership Agreements, Assignments of Interest, S Corp. Bylaws, Plan of Conversions of Entities, Member Meeting Minutes, and more. If you wish to discuss how I may be able to assist you and your company in the structuring of any transaction, please reach out here on UpWork to discuss. ____________________________________________________________ CREDENTIALS: New York State Bar Attorney ## - available upon request. Law School GPA: 3.84 Tax Law GPA: 4.0 Legal Education: University of California Irvine School of Law (Masters in Taxation also at University of California Irvine School of Law). Honors: Graduated cum laude (top 10% of class) from UCI Law. Top performance in the following classes: Partnership Tax, Tax Consequences for Real Estate Transactions, Tax Exempt Organizations, and International Tax. Current Legal Experience: Partner at Small Tax Law Firm. Previous Legal Experience: Associate at Roberts & Holland LLP; Summer Associate at the Busch Firm; Intern for CA Bankruptcy Judge. Business Expertise: Digital Marketing and Business Growth Analyst.

My ten years in business combine extensive experience in financial due diligence and forensic auditing for M&A activity, on both buy and sell side transactions, with deal execution, expert loan packaging & underwriting, and advisory on best financial tactics for maximizing cashflow which all together improves business profitability. I act as a full service fractional CFO for small to medium businesses and startups Everyone has a different goal, a different growth pace, and different approach. As such, active listening skills help me collect initial data, which complemented by my professional experience help me create the next level of understanding on any given project and further drive value for key stakeholders. My team rounds out this skill set by performing a range of services from tax andvisory and planning to bookkeeping, financial modeling / forecasting for startups, business valuation, SBA loan prep, etc. We often assist with capital raises, term sheet review, deal supervision, and acquisition execution. Check out my Agency Vantage Financial