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I've helped founders raise $5B+ from top VCs (a16z, Sequoia, Tiger, SoftBank, Khosla) 🦄 #1 Fundraising Consultant & Investor Outreach specialist on Upwork worldwide 🏆 15+ yrs capital markets, 2,000+ raises, featured in Forbes & TechCrunch 🥇 3X–5X more investor meetings As your Fractional CFO / VC Expert, I run the full capital raise: Investor Lists, Capital Introduction, Valuation, financial models, and the pitch itself — capital formation, end to end. 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Get a warm-first shortlist of the right angel investors, family offices, syndicates, and seed-to-growth funds — plus the outreach strategy to reach them — so you stop wasting your best weeks on wrong-fit meetings ★ Run a managed raise: investor relations, warm introductions, follow-ups, and momentum engineered to close on your timeline ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade documents — Pitchbook, CIM, and Investor Deck — futureproofed to raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork for the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service & first responders Capital Raising, Capital Introduction, Investor Relations, Investor Targeting, Fractional CFO, VC Expert, Valuation, Financial Modeling, Investor Narrative Strategy, Angel Investors, Family Offices, Syndicates, Seed & Pre-Seed Funds, Convertible Note, M&A, Startup Consulting, CIM, Business Plan, Fundraising Presentation, VC, PE, OpenAI, AI

I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.

I've been on both sides of the cap table: as a founder who raised, and as an advisor who helped others close. That perspective changes everything. 🎉 Recent Track Record: Continuum AI: $4.1M Seed (Led by Cowboy Ventures) SUREPASS: $3.49M Pre-Seed (Reg D) Alloy: $3M+ Seed (Led by Unity Holdings) Research Pathfinder: Oversubscribed Pre-Seed in 90 days (Q1 2026 - Mucker Cap) The investor decks and playbooks I built were used to close every one of these rounds. WHO I AM: I've spent 25 years inside the startup ecosystem: as an advisor, a Chief Strategy Officer, and as a founder/CEO myself. Two successful exits. Three failures that taught me more than the wins ever did. That combination gives me a ground-level understanding of what founders are actually up against when they step into a room with a VC. My work has been featured in the Wall Street Journal and profiled in multiple books, including bestseller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson. I'm a vetted mentor with TechStars, Boomtown, MassChallenge, Volta, SaaS Launch, and Graham & Walker From 2010 to 2018, I grew an investor-backed B2B SaaS startup from zero clients to 130+ global partners across a dozen countries. We exited in 2018, selling to our largest client. I've been on your side of the table. I know what the pressure feels like. HOW I WORK WITH FOUNDERS: I work with founders raising pre-seed, seed, and Series A rounds in three ways: 1. INVESTOR DECK I've built hundreds of investor decks across more than two decades of engagements. Most decks fail for the same reason: they're built around the founder's product, not the investor's psychology. I flip that. The result is a narrative that speaks directly to what early-stage angels and VCs are actually looking for, and addresses it before they ask. 2. INVESTOR PLAYBOOK & CAMPAIGN Depending on your needs, I'll either coach you through running a disciplined investor campaign yourself, or I'll manage the full campaign on your behalf — freeing you up to focus on building. This includes investor targeting, outreach sequencing, funnel management, and follow-through to close. 3. BOTH Most retained clients engage me for the full scope: deck plus campaign. This is where the real leverage is. SCOPE & CREDENTIALS: --- Top Rated: 100% Job Success Score, Top Talent designation (Elite 1%), and hundreds of 5-star reviews on Upwork --- Sectors: B2B SaaS, AI, PropTech, D2C, Retail, Deep Tech, Hardware, and more --- Range: I've supported raises from $500K pre-seed rounds to $60M Series B ventures --- Network: Angels, institutional VCs, and micro-VCs — plus direct relationships built through years of accelerator mentorship --- Media: Wall Street Journal, The Customer Funded Business (Mullins), Business Results Revolution (Richardson) If you're preparing to raise and want a strategist who has built decks that close and campaigns that convert then send me a message. I'm happy to have a brief scoping conversation to see if we're a fit.

I love entrepreneurs and working in entrepreneurial environments. I've written over 50 business plans, created pitch decks and developed financial models for ventures across multiple industries which have helped raise over $100 million in funding. Through this experience, I have gained a strong understanding of what investors look for when making a decision and the types of questions that must be addressed in order to secure funding. My experience is not limited to consulting. I've helped start 14 companies, one of which was a finalist in the TechCrunch disrupt competition, four have exited. I hold an MBA in finance from Thunderbird School of Global Management -- ranked #1 in the world for Global Business. And I have used my experience to help others as a Professor of Entrepreneurship to Master's-degree candidates. I also volunteer my time as a mentor to startup entrepreneurs at two accelerator programs. I have been a published author since 2001. This includes having collaborated on three books on entrepreneurship, one of which sells over 1 million copies and another that President Bill Clinton wrote the forward to. I enjoy working for clients that want to have a major impact on the world. ABOUT MY WORK My work has been profiled in The Washington Post and Investor's Business Daily. Additionally, my client work has been the subject of an episode on The Simpson's and featured in a song by a Platinum-award winning country music artist. Clients that I have advised include the following industries: Alcohol, Cannabis, Big Data, Artificial Intelligence, Retail, AR/VR, mobile, gaming, construction, agriculture, social networking, data security, consumer food products, entertainment and enterprise resource planning.

Jules has more than a decade of leadership experience in the innovation economy as a venture capital investor, 3x founder, community builder, startup advisor, author, corporate innovation exec and 'intrapreneur.' She is an action-oriented problem solver who specializes in launching new projects, building ecosystems and turning ambiguity into structured growth and helping to guide founders and other fund managers through their business challenges.

Featured in The Wall Street Journal, Entrepreneur and Nutrition Business Journal. CFA Charterholder. Worked with companies such as Jefferies, Bank of America, Saputo, Hormel, Humble Brands, TestingMom, Ancient Harvest-Pamela's, Aerflo, Uncaged, Mondra & Bute Island Foods. Have executed $300M+ in deal value and capital raises, reviewed 1,000+ pitch decks, and deployed ~$20M in invested capital. Are you raising capital? Thinking about funding your next round of growth? Need to communicate your value clearly to your board or investors? My goal is to help you close your round faster, at better terms, with materials that move investors from "interested" to "yes." My name is Bakley, and as a CFA Charterholder and fractional CFO I help founders and operators raise capital, forecast their financials, and run sharper investor relations — combining traditional capital markets expertise with AI-powered workflows that make the whole process faster, more thorough, and more responsive than working with a traditional advisor. Here are the areas I cover: ✔️ Fundraising strategy & guidance to maximize your raise ✔️ High-converting pitch decks that move you into the next phase of diligence — and ultimately get you the money ✔️ Targeted investor & backer databases for outreach ✔️ Financial models, forecasts, and KPI dashboards that drive investor interest ✔️ AI Automation for Finance & IR Workflows I can help you with your raise — from positioning and narrative through model build, investor outreach strategy, diligence support, and post-close investor reporting. Here are a few things I've done for past clients: 1) Raised over $300M in client capital 2) Awarded best-in-class for financial modeling 3) Drove 50% revenue growth and 1,000 bp margin improvement at a TestingMom 4) Automated 90% of recurring financial reporting and IR processes Technologies & Tools - Claude & Anthropic API (AI / natural language processing) - n8n (workflow automation) - Airtable (investor CRM & data ops) - Microsoft Power BI (dashboards & investor reporting) - Microsoft Excel & Google Sheets (financial modeling) - QuickBooks (accounting & reporting integration) - Microsoft PowerPoint & Google Slides (pitch decks & investor materials) Send me a message and let's talk about your raise.