Hire the Best Venture Capital Consultants in California

My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

✦ MY TRACK RECORD I’m a founder-turned-consultant with 18+ years of experience building and advising startups across industries. I’ve walked the founder path myself launching, scaling, and exiting a business so I know what it takes to turn vision into traction and raise capital from serious investors. To date, I’ve partnered with over 330 startups (and many more through referrals), helping them go from pre-seed to Series C and beyond. Whether you're refining your story for angels or preparing to pitch top-tier VCs, I can help you get there with clarity and confidence. I’ll take you through my refined, step-by-step process to build compelling investment materials that will secure funding and accelerate growth. I hold degrees from Columbia University (BA) and The George Washington University (MBA) and reside in the San Francisco Bay Area, where I am an active member of Silicon Valley’s oldest angel investment group, The Band of Angels. Outside of work, I enjoy spending time with my wife and boy in Ross, California in Nor Cal's Marin County within the Bay Area. ✦ CORE OFFERINGS Pitch Decks Investor-ready content and clean, modern design in Google Slides, Keynote, or PowerPoint. Executive Summaries (1-Pagers) Concise and compelling—perfect for cold outreach or investor intros. Sales Presentations Win deals with pitch-perfect decks for clients and partners. Business Plans Investor-grade plans in Google Docs or Word—detailed, structured, and clear. Financial Models Fully editable Excel models with 5-year projections, breakeven, cash flow, balance sheet, and more. Fundraising Support Custom investor list curation, outreach strategy, and fractional support managing the raise. ✦ WHO I WORK WITH I’ve supported startups in: AI • SaaS • Consumer Goods • B2B Tech • Fintech • Real Estate • Edtech • Health & Wellness • Fashion • Adtech • Legal Tech • Media • Hospitality • Aerospace • Life Sciences • Biotech • Crypto • Biotech • Blockchain • Insure-tech • PropTech • Cybersecurity • GovTech • E-commerce/DTC • Creator Economy • Marketplaces • Telemedicine / Digital Health • Food & Beverage • Transportation / Mobility • Gaming • Logistics & Supply Chain ✦ DELIVERY TIMELINES Pitch Deck (content and design): 3 weeks Deck + Financial Model: 3 weeks Full Package (Deck + Model + Plan): 6 weeks Executive Summary / 1-Pager: 7 days ✦ WHY CLIENTS HIRE ME ✔️ Former founder who gets it ✔️ Extremely organized and detail-oriented ✔️ Great communicator and listener ✔️ Process-driven and deadline-oriented ✔️ I make your raise easier, faster, and more effective ◼️ MY EDGE Work with an expert (330+ projects on Upwork) Receive investor-ready material Save time and headache A proven process that works Easy to work with ◼️ TESTIMONIALS "The best freelancer on Upwork—Peter and his team crushed it!" "Brilliant, professional, and responsive. I highly recommend working with him!" "Peter helped us raise capital with materials that investors consistently praised." Let’s talk!

I work with startups and growth stage companies to help them succeed with their capital raise. My experience comes from vetting thousands startups for an investor network that hosted pitch competitions all over North America. Less than 1% survived my screening, but those that did went on to raise a collective $100M from angel and professional investors. I've coached hundreds of entrepreneurs including Y Combinator graduates, Fortune500 executives, serial entrepreneurs, and first-time founders. I also hold a law degree from a US accredited law school. Rates negotiable based on scope of work. Offered services: - Capital raise advising - Pitch deck storytelling, mock investor Q&A - Fundraising strategy - Financial and valuation analysis - Business plans - Due diligence preparation - Contract review

Unlock the funding your company deserves with a masterfully crafted pitch deck. As a seasoned expert with over 500 decks completed and more than $3 billion raised for my clients, my track record has earned me a place on Forbes' Under 30 list in Marketing and Advertising. My expertise has empowered clients to forge partnerships with elite investors, including: a16z, Accel Partners, Bessemer, Benchmark, Sequoia, Founders Fund, Initialized, Cowboy, Eniac, and more. Our work goes beyond just VC, and has been pitched to: Shark Tank, The United Nations, Government of France, Department of Defense, and Y-Combinator. If your groundbreaking idea needs a captivating narrative, I'm here to help. I'll immerse myself in your business, collaborating closely with you to create a compelling connection with potential investors. I hold degrees in Business Economics and Entrepreneurship from UCLA, and I've subsequently taught lectures to both Harvard and UCLA MBA students on decks. Together, we'll refine your value proposition and bring your dream presentation to life. I deliver unmatched responsiveness, rapid turnarounds, meticulous revisions, and a dedication to helping your business get funding. Thank you for considering me as your partner in this exhilarating journey! Ari

I'm Austin, and I lead a financial services advisory and investment bank based in the SF Bay Area. We specialize in providing comprehensive financial services tailored to your needs. Our focus spans from assisting startups, navigating M&A, to handling unique financial situations, and as capital placement agents. We have experience working in a broad array of sectors. Our services include fractional CFO support, financial modeling, strategic development, and capital-raising guidance. We are also registered with FINRA to sell securities in the United States. Biotech, Fintech, SaaS, crypto, Web3, AgTech, FoodTech, Cannabis, Life sciences, etc.

I help founders, startups, and growth-stage teams turn complex opportunities into clear strategy, sharper positioning, stronger brands, and executable plans. I’m a global startup advisor, serial entrepreneur, and Yale MBA with 20+ years of experience advising entrepreneurs and building businesses across AI, consumer, marketplaces, membership, loyalty, Web3, travel, financial services, real estate, retail, and emerging markets. I’ve advised 1,000+ founders and operators, traveled to 100+ countries, and worked across industries where the right strategy depends on understanding markets, customers, competition, incentives, timing, taste, and how people actually behave. Clients usually come to me when they need clarity on one or more of these: • Startup strategy, positioning, and business model design • Brand strategy, messaging, narrative, and market feel • AI-era opportunities, workflows, and market strategy • Go-to-market, growth, loyalty, membership, and rewards models • Pitch decks, investor narratives, financial models, and strategic plans • Competitive strategy, pricing, customer psychology, and execution priorities Earlier in my career, I managed Membership Rewards partnerships and card strategy at American Express, including work across the Black, Platinum, and Gold Card portfolios. I have an MBA from Yale and a BA from Cornell. My strength is taking messy, high-stakes business questions and turning them into structured clarity: what matters, what does not, where the leverage is, and what to do next. A lot of my work sits where strategy, brand, UX, incentives, and execution meet: finding the angle, the story, the feel, and the business logic that make something click. I’m a game theory thinker and former professional poker player, so I pay close attention to incentives, competition, risk, uncertainty, and whether a business is being looked at honestly, not just optimistically. I also genuinely enjoy this work. I like big ideas, weird markets, ambitious founders, sharp strategy, strong brands, good design, and figuring out what is really going on beneath the surface of a business. Personally, I’m a lifelong athlete, avid traveler, and deeply curious about food, language, culture, cities, markets, and how people think in different parts of the world. Hablo español. Je parle français.