Hire the Best Venture Capital Consultants in New York
New York, New York
Iโve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder. I think like an investor, structure like a consultant, write like a strategist, design like a pro. I work with VC, PE funds, startups and businesses of all stages on: ๐ดย Sharpening and writing investor narratives that cut through the noise - pitch decks, memos, onepagers and investor materials ๐ดย Design that is not decoration. It is hierarchy and intent, and a spark of magic โจ - Branding, materials design, visual language My CORE PRINCIPLES in investor materials: - Sharp positioning, avoid generics. โBacking exceptional founders who drive innovationโ ๐คข must go - Assume people donโt read, they scan. Cut text, use tight bullets, numbers, logos and highlights - Lead with traction, team track record, tangible insights. That is what actually sells My PROCESS: - Materials revision, discovery call with founders - Writing or refining content, iteration-review loops - Polish with professional design after content is set OR - Pitch deck review consultation with honest, practical feedback. Book in my profile ๐ด I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA. I can also lead your fundraising / investor relations if we align. About me: - founder at prophet.partners, investor relations studio - Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies) - Harvard University: Management in Innovation & Technology executive program - VC Lab: fundraising program for emerging VC fund managers Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more Letโs connect, Iโd love to hear your story and see how I can add value.
- Venture Capital Consulting
- Venture Capital
- Business Plan
- Startup Consulting
- Pitch Deck
- Fundraising
- Presentation Design
- Financial Modeling
- Financial Model
- Entrepreneurship
- Fundraising Presentation
- Presentation Slide
- Presentations
- Investor Roadshow
- Pitch Correction
New York, New York
I build investor-ready and transaction-ready materials for founders, funds, family offices, private companies, and operators preparing for important capital moments: pitch decks, CIMs, business plans, financial models, lender packages, investor memos, board materials, and strategic partner decks. Iโm an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million. Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions. Over the past several years, Iโve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience. Before building on my own, I completed Robert W. Bairdโs leadership rotational development program inside one of the countryโs leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured. I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers. I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies. I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind. In practice, I help clients with: โ Confidential Information Memorandums / CIMs โ Investor pitch decks and fundraising decks โ Business plans and executive memos โ Financial models and valuation support โ Private placement and capital-raising materials โ Lender packages and SBA financing materials โ Board decks, investor updates, and IC-style memos โ Strategic partner decks and transaction narratives โ Market research and competitive analysis My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions. Clients have used my work to secure funding from: โ Private investors and global investment syndicates โ Venture capital firms and private equity funds โ SBA-approved lenders, traditional banks, and alternative financing institutions โ Friends, family, angels, and strategic capital partners Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if: โ You value a premium, investor-ready product โ You want thoughtful strategy, not just task completion โ You appreciate prompt, high-quality execution โ You communicate clearly and stay engaged throughout the process โ You understand that strong fundraising and transaction materials require real thinking, not shortcuts I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University. Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often. I speak and write fluently in English and Spanish. Click 'Invite' or 'Hire' to discuss your upcoming capital moment.
- Venture Capital Consulting
- Business Plan
- Business Consulting
- Business Presentation
- Business Development
- Investor Overview
- Pitchbook
- Business Strategy
- Management Consulting
- Business Planning & Strategy
- Presentation Design
- Graphic Design
- Microsoft PowerPoint
- Business Analysis
- Data Visualization
- Presentations
- Pitch Deck
New York City, New York
๐บ๐ธ ๐จ๐ฆ small business and ๐ฝ๐ฟ๐ฒ-๐๐ฒ๐ฒ๐ฑ ๐๐ผ ๐๐ฒ๐ฟ๐ถ๐ฒ๐ ๐ ๐๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น๐ถ๐๐ฎ๐๐ถ๐ผ๐ป ๐ณ๐ผ๐ฟ ๐๐๐ฃ๐ข๐, ๐๐ผ๐บ๐ฒ๐ป-๐ฟ๐๐ป, ๐๐๐๐ง๐ค+, โ $๐ฎ๐ฌ๐ + ๐ถ๐ป ๐ณ๐๐ป๐ฑ๐ถ๐ป๐ด ๐ฟ๐ฎ๐ถ๐๐ฒ๐ฑ. ๐ญ๐ฌ๐ฌ+ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐ ๐๐๐ฝ๐ฝ๐ผ๐ฟ๐๐ฒ๐ฑ. ๐ญ๐ฐ+ ๐๐ฒ๐ฎ๐ฟ๐ ๐ฒ๐ ๐ฝ. โ๏ธ ๐ช๐ผ๐ฟ๐ธ๐ฒ๐ฑ ๐๐ถ๐๐ต ๐ ๐ถ๐ฐ๐ฟ๐ผ๐๐ผ๐ณ๐. ๐ On-time delivery. ๐ฃ๐ฟ๐ผ-๐ฎ๐ฐ๐๐ถ๐๐ฒ ๐ฐ๐ผ๐บ๐บ๐๐ป๐ถ๐ฐ๐ฎ๐๐ผ๐ฟ. ๐ ๐๐ผ๐ฟ๐ธ ๐๐ป๐๐ถ๐น ๐๐ผ๐ ๐ฎ๐ฟ๐ฒ ๐๐ฎ๐๐ถ๐๐ณ๐ถ๐ฒ๐ฑ. ๐ซ ๐๐๐ธ๐ฒ ๐๐ฟ๐ฎ๐ฑ๐๐ฎ๐๐ฒ. โ-- ๐ง๐ผ ๐ฏ๐ผ๐ผ๐ธ ๐ฎ ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐บ๐ฒ๐ป๐๐ฎ๐ฟ๐ ๐ฐ๐ผ๐ป๐๐๐น๐๐ฎ๐๐ถ๐ผ๐ป ๐ฐ๐ฎ๐น๐น ๐๐ผ๐ด๐ฒ๐๐ต๐ฒ๐ฟ, ๐ถ๐ป๐๐ถ๐๐ฒ ๐บ๐ฒ ๐๐ผ ๐๐ผ๐๐ฟ ๐ฝ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ ๐ผ๐ป ๐จ๐ฝ๐๐ผ๐ฟ๐ธ ๐ผ๐ฟ ๐๐ฒ๐ป๐ฑ ๐บ๐ฒ ๐ฎ ๐ฑ๐ถ๐ฟ๐ฒ๐ฐ๐ ๐บ๐ฒ๐๐๐ฎ๐ด๐ฒ. โ-- Hi! Iโm Sam, and I excel at the potent combination of big picture thinking AND execution of creating the financial materials you need to get funded. When you work with me, you can count on me to steer you away from wasting resources and keep your trajectory tightly aligned with your ideal financial outcome. โ-- โ Sam Sunmonu went over and above what was expected when I hired him. Sam's quality of work and ability to teach me along the way was more than what I could have asked for. He was able to see the root of the problems with my financial model that I wasn't able to see or correct. I finally feel comfortable and confident using my financial model and explaining it to potential investors. I highly recommend Sam to anyone who is looking to get a better handle, understanding, and execution of your financial planning. Whether it be for a business or personally, Sam is the right person!โ โ ๐ฃ ๐ ๐ฎ๐ ๐๐ฒ๐๐ธ๐ผ๐๐๐ธ๐ถ - ๐๐๐ข - ๐๐ป๐ณ๐ฟ๐ฎ๐๐ฎ๐ โ-- Client Financial Analysis & Financial Modeling Outcomes โ Helped a US-based streaming platform raise $8M by building investor-ready financials and participating in pitch meetings. โ Improved a US-based solar marketing agency's net income from 2% to 15% through financial analysis and operational restructuring โ Reduced accounts receivable by 50% for an HR consultancy through QuickBooks automation โ-- ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐ ๐ข๐ณ ๐ ๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ฒ, ๐๐ฎ๐ฐ๐ธ๐ด๐ฟ๐ผ๐๐ป๐ฑ & ๐ฆ๐ธ๐ถ๐น๐น๐๐ฒ๐ ๐๐ป๐ฐ๐น๐๐ฑ๐ฒ: Strategic Finance & Fundraising ๐น Fractional CFO Support - Data Analysis - Business Analysis ๐น Financial Modeling - 3 Statement Financial Models ๐น Investor Materials Pitch Decks - Business Plans - Valuation Defence Documents ๐น Ownership Cap Table Management - Scenario Planning ๐น Unit Economics Burn Rate Optimization - Unit Economics Modeling ๐น Fundraising Readiness - Fundraising Strategy - Investor Meeting Support ๐น Forecasting Inventory Forecasting - Staffing Models - Investor Return Modeling ๐น Start Up Story Development - Storytelling Financial Operations ๐น Reporting Monthly Financial Reporting - Board Packages ๐น Cash Flow Management - 13 Week Cash Flow Models ๐น Accounting Systems - QuickBooks Implementation - Wave Implementation - Financial Automation Workflows ๐น Variance Budget Vs Actual Analysis - Variance Reporting ๐น Financial Dashboards Using Excel - Power BI - Python ๐น Microsoft Apps - PowerPoint - Word ๐น Google Suite - Google Sheets - Google Presentations Growth & Execution Support ๐น Pricing Strategy - Gross Margin Optimization ๐น Revenue & Sales Capacity Planning - Revenue Forecasting ๐น Marketing Marketing ROI Analysis - Customer Acquisition Cost Modeling ๐น Operational KPI Development - Tracking - Monitoring ๐น Strategic Initiative Prioritization Based On Financial Impact ๐น Research Competitive Research - Market Analysis ๐น SWOT Analysis ๐น Go To Market Strategy - GTM ๐น Executive Presentations ๐น HubSpot - Salesforce - Apollo - ZoomInfo Industry Expertise ๐น Industries SaaS - FinTech - Healthcare IT - E Commerce And Consumer Goods - EdTech - Media And Entertainment - Real Estate - Professional Services - Non Profits Thank you for taking the time to learn more about my background in financial analysis and financial modeling. Sam Sunmonu ๐ง๐ผ ๐ฏ๐ผ๐ผ๐ธ ๐ฎ ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐บ๐ฒ๐ป๐๐ฎ๐ฟ๐ ๐ฐ๐ผ๐ป๐๐๐น๐๐ฎ๐๐ถ๐ผ๐ป ๐ฐ๐ฎ๐น๐น ๐๐ผ๐ด๐ฒ๐๐ต๐ฒ๐ฟ, ๐ถ๐ป๐๐ถ๐๐ฒ ๐บ๐ฒ ๐๐ผ ๐๐ผ๐๐ฟ ๐ฝ๐ฟ๐ผ๐ท๐ฒ๐ฐ๐ ๐ผ๐ป ๐จ๐ฝ๐๐ผ๐ฟ๐ธ ๐ผ๐ฟ ๐๐ฒ๐ป๐ฑ ๐บ๐ฒ ๐ฎ ๐ฑ๐ถ๐ฟ๐ฒ๐ฐ๐ ๐บ๐ฒ๐๐๐ฎ๐ด๐ฒ. โ Sam was everything that I needed to aid in the financial journey of my startup. He educated me and provided deliverables for my investors to streamline the process and made each transaction seamless. I will continue to work with Sam going forward. Highly recommended. โ ๐ฃ ๐๐น๐ฒ๐ป๐ถ๐๐ฒ ๐๐ถ๐ป๐ฎ๐ฟ๐ฑ-๐ ๐ผ๐ผ๐ฟ๐ฒ - ๐๐๐ข - ๐ฆ๐ธ๐ถ๐ถ ๐ ๐ผ๐ผ ๐ง๐ฒ๐ฐ๐ต.
- Venture Capital Consulting
- Business Plan
- Startup Consulting
- Financial Modeling
- Business Presentation
- Fundraising
- Pitchbook
- Pitch Deck
- Presentation Design
- Microsoft PowerPoint
- Business Writing
- Financial Analysis
- B2B Marketing
- Cold Email
- Lead Generation
Syosset, New York
As a life long student and learner of innovation and capital management, I am always challenged to think of the future trends and identify visionary founders building toward a changing world order. With over two dozens of start up investments either through my VC role or direct angel investment checks, I can help For Founders 1. Advise fundraising decks or memo (no deck build from scratch) 2. Prepare Investment pitches 3. Build out investor outreach plans and contact list For Angel Investors 1. Portfolio construction and management strategy 2. Plan exit and liquidity management
- Venture Capital Consulting
- Startup Consulting
- Fundraising
- Due Diligence
- Storytelling
- Business Development
New York, New York
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. โข 15+ years spanning SaaS startups, wealth management, and investment advisory โข Founder/Operator in multiple venture-funded startups โข 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: โข A strategic consultant and advisor for startups and scale-ups. โข A fractional CEO / CRO and business strategist who can bring structure (SOPs, KPIs, org design) to service or SaaS companies. โข A fundraising and investor connector with family office and VC relationships. โข A builder of go-to-market systems: pitch decks, business plans, term sheets, investment memos. โข An AI and automation strategist, advising on integrating AI into workflows and scaling operations.
- Venture Capital Consulting
- Business Plan
- Startup Consulting
- Startup Company
- Investment Banking
- Fundraising
- Strategy
- Artificial Intelligence
- Business Consulting
- Investment Research
- Startup Pitchbook
- Marketing
- Pitch Deck
- Pitchbook
- Business Plan Writing
Kings County, New York
18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs
- Business Plan
- Startup Consulting
- Financial Modeling
- Business Analysis
- Business Valuation
- Business Management
- Investment Banking
- Corporate Finance
- Business Writing
- Managerial Finance
- Business Modeling
- Business Strategy
- Investment Research
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