Hire the Best Startup Consultants in New York

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 13 years of entrepreneurial experience and 3 exited startups, I know what investors are looking for when analyzing startups. 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 C) for over 300 companies including my own funded and exited 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 Feasiblity 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!

I help startups and growth-stage companies turn messy growth challenges into clear, executable strategy. My background spans venture capital, startup operations, and go-to-market execution, with experience working across AI, SaaS, fintech, healthcare, marketplaces, and future-of-work companies. I’ve worked with founders, executive teams, and investors on everything from GTM strategy and partnerships to fundraising support, market research, ICP definition, and growth planning. Most recently, I led strategy and account management at an AI-driven GTM firm, where I advised mid-market and high-growth companies on customer acquisition, messaging, segmentation, outbound systems, and commercialization strategy. Prior to that, I spent several years evaluating and supporting early-stage startups through venture and accelerator ecosystems. I’m especially helpful when a company needs a strategic generalist who can bring structure to ambiguity and move quickly across functions. Areas I commonly support: • Go-to-market strategy (GTM) • ICP definition & market segmentation • Growth strategy & commercialization • Startup operations & founder support • Partnerships & business development • Market research & competitive analysis • Fundraising readiness & investor research • Messaging, positioning & growth planning Whether you need a strategic thought partner, a fractional operator, or help solving a specific growth problem, I focus on practical recommendations that can actually be implemented.

My rate is negotiable. Message me to discuss. 🏆 Expert Vetted by Upwork, top 1% of talent. 6-time startup founder / co-founder with successful exits. Upwork project segments: SaaS, FinTech, EdTech, ML/AI Healthcare, Digital Agencies, and more. As a coach-consultant hybrid, I work BOTH inside-out and outside-in. Inside-out guides your mindset and desires while outside-in looks at better results and performance. How I can help you: Sharing my experience, insight, mindset & skillset. Helping you identify your desired outcomes. Holding you accountable to your set milestones. Providing input to the highest priority actions to advance your business. Teaching you to fish, not giving you fish. Areas where I can provide high value: Go-to-market or Grow-to-market strategies. Marketing and sales playbooks. Key startup activities including: customer discovery, business models, product market fit, value propositions, positioning / differentiation / messaging and investor pitches. Website flow, content marketing, and creating value triggers for your targeted buyers. Marketing automation and sales operations. Storytelling and minimizing risk for potential investors. Founder's mindset and decision-making coaching. Exiting / selling your business.

I specialize in venture capital, investor relations, and product management, leveraging 5 years of hands-on experience to drive innovation and growth. As a Venture Associate, I assess startups and strategic investments, bringing a data-driven approach to decision-making. My background includes roles at tech giants, where I honed skills in software engineering and product development, particularly within teams focused on cutting-edge solutions. I excel at bridging the gap between technical and business realms, ensuring that products not only meet market needs but also inspire user engagement. Whether you're looking to refine your investment strategy, get an investor’s opinion on a pitch deck, or develop your next big idea, I’m here to help turn your vision into reality. Let's connect and explore how I can add value to your project.

As the leader and founder of a multi-million dollar Business Technology-based firm, I have a passion for helping other entrepreneurs and established firms solve problems. Companies I’ve partnered with on my journey include Credit Suisse, JP Morgan Chase, Bear Stearns, Michael Kors, Coach Inc, The City of New York, The State of New, other state & local governments, York, NASA, K Force Staffing, Experis, Hudson’s Bay Company. My education includes a BBA from Bernard M Baruch College in Computer Information Systems, graduating Columbia University’s Columbia Community Business Program (an MBA-mirrored program for small businesses), and a current pursuit of a Systems Engineering degree at Johns Hopkins University. Skills include: -Small business development and operation -Fractional/Virtual CEO (Chief Executive Officer) Consulting -Fractional/Virtual CTO (Chief Technology Officer) Consulting -Business incorporation and EIN advisory and establishment -Strategic planning for entrepreneurs, SMBs, and Enterprise -Operations Structure -Process design and improvement -Systems Engineering -Systems Implementation -Access to capital -Leadership development and motivational speaking

JD + MBA + Finance/VC Connections + Venture-Backed Startup Founder Strategic growth advisor and operator with deep experience helping startups secure financing, scale operations, and systematize growth. I work with founders and executives to raise capital, build investor-ready business plans and pitch decks, optimize sales and operations, and design the organizational and financial structures needed for scale and exit. • 15+ years spanning SaaS startups, wealth management, and investment advisory • Founder/Operator in multiple venture-funded startups • Managing Director | FORBES FAMILY TRUST, New York, NY, Vice President | MORGAN STANLEY, New York, NY I am an expert at creating compelling business plans, white papers, term sheets, pitch decks, financial models, family office & VC introductions. Sales & Growth Leadership: 10 years leading GTM, VP Sales/Marketing, CRO-level consulting; scaling SaaS & services businesses from early stage to exit. Operational Excellence: Systematizing service businesses (SOPs, KPIs, dashboards, org charts, succession planning), including high-ticket coaching and enterprise Strengths Guiding companies from early-stage chaos to investor-ready structure and operational clarity. Designing scalable org models and repeatable processes without stifling revenue growth. Blending legal, financial, and sales expertise to create credible growth strategies. Connecting founders with the right capital partners and strategic investors. In short, when you hire someone like me, you should expect your startup or business to have a clear vision for your future success. I am: • A strategic consultant and advisor for startups and scale-ups. • A fractional CEO / CRO and business strategist who can bring structure (SOPs, KPIs, org design) to service or SaaS companies. • A fundraising and investor connector with family office and VC relationships. • A builder of go-to-market systems: pitch decks, business plans, term sheets, investment memos. • An AI and automation strategist, advising on integrating AI into workflows and scaling operations.