Hire the best Venture Capital Consultants in the United States

Check out Venture Capital Consultants in the United States with the skills you need for your next job.
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  • $200 hourly
    I am a senior CFO with prior founder, and CEO experiences. I bring a proven record of driving growth and operational excellence. Highlights include a $145M IPO, securing $500M+ in funding, $0 - $1B ARR, and $5B in M&A deals across global markets. Harvard Business School, FMVA, US Army Spcecial Operations. What I Offer Strategic Growth: Scaling and building startups and optimizing / turning around mature operations for sustainable success. Financial Expertise: Financial analysis and modeling, capital raising, structure and allocation, M&A support, and cost optimization. Trusted Advisor: Partnering with CEOs, boards, and investors on key decisions and milestones. Let’s collaborate to position your business for growth and long-term success.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Forecasting
    Financial Modeling
    Business Cases
    Pro Forma Statement
    SaaS
    Business Plan
    Business Modeling
    Financial Analysis
    Balance Sheet
    Microsoft Excel
    Intuit QuickBooks
  • $175 hourly
    I LAUNCH ventures. I’m a Strategist, Impact Innovator, Thought Partner and Coach. I'm agile, both a thinker and doer, and seamlessly flow among levels to fill the gaps between vision and execution: • 30,000 feet: innovative strategy and tenacious creativity • 10,000 feet: management planning and tactical leadership • Boots on the ground: tangible, iterative action; bring it to life. -- My Super Powers: I unlock potential (in people and ideas) by harnessing the power of the two F's: FINANCE + FEELINGS. I joke that I’m a cross between BRENÉ BROWN... • Sharp, relatable (and sometimes comedic) analysis of our social psychological dynamics at play in any interaction, individually and collectively in our organizations, for the purpose of empowering, coaching, and journeying WITH you. AND SHARK TANK... • Business savvy and tenacious strategic creativity to bring entrepreneurial and financial solutions to life through innovative early-stage investment, business development, and landscape analysis. -- CORE INDUSTRIES: • Impact Investing (values-aligned investment strategy) • Social Enterprise (entrepreneurship, new initiative launch) • Catalytic Philanthropy (creative funding models for social impact) • Financial Sustainability (business modeling, development strategy) -- HOW I CAN HELP YOU: An overview of the hats I can wear to take you from idea through launch, from concept to tangibility, or from good to even better. I serve those DEPLOYING ASSETS (impact investors, foundations, family offices, etc.) and those BUILDING SOLUTIONS (start-up entrepreneurs, social enterprises, non-profit executives, visionary individuals, etc.). 1) EXECUTIVE STRATEGY COUNSEL Leadership can be lonely. With C-Suite expertise and being an innovative entrepreneurial thinker, I can be your executive sounding board and coach. 2) LAUNCH STRATEGIST Starting something new (program, initiative, venture)? I can turn that idea into action, and get the ball rolling. Now. 3) FINANCIAL IMPACT & INVESTMENT STRATEGIST Do you have capital that you want to activate toward a cause? I can help you get started or navigate the menu of creative financial structures. 4) PITCH COACH I’ve been a seed stage investor and vetted over 600 global enterprises across sectors in one year alone. I can demystify behind the curtain in investors’ and funders’ minds. -- Some of my NOTABLE VENTURES: • Currently building a community venture accelerator and funding platform in my hometown of Atlanta with an intentional focus on low-income entrepreneurs, especially single mothers. • Co-founded a $5.5 Million global impact investment portfolio with a focus on empowering underserved women--including the investment thesis, social impact thesis, global pipeline across 5 continents, virtual due diligence process, and post-investment advisory for a private foundation seeking to deploy direct private investments of up to $250,000 USD across multiple sectors and emerging markets. In one year alone, I recruited and vetted over 600 global ventures for investment consideration. This portfolio continues running today by my co-founder and makes early-stage investments across Africa, Asia, and Latin America. • Founding team and program creator for a high-profile public-private partnership between the U.S. and Japanese governments and private industry following the 2011 Great East Japan Earthquake to revitalize the region hit by the devastating tsunami. This partnership and its programs continue today with high-level access on Capitol Hill, the Japanese Parliament, and among Fortune 500 companies. -- MORE ABOUT ME: I’m committed to empowering human potential, my own included. I’m a natural connector and catalyst, of people and ideas. From my own journey, I can relate to the deep satisfaction, self-confidence, and societal good that arises when you can remove the blockers (whether emotional, logistical, or financial) to being able to express the compassion that lives in your heart tangibly out in the world. Whether struggling to scale your business, tackling a need you see in your community, or aligning your financial capital with your personal values and interests, all these paths begin with caring about something enough to want to try to help. I can help you convert that feeling of CARE into effective ACTION. I thrive in navigating the ambiguity and risk (and exciting possibility) at the early stages of launching new programs, product lines, businesses, investment deals, and career/industry pivots. With my deep compassion for helping others (Enneagram #2) and tenacious strategic creativity, I want to journey with you to catalyze your ideas and impact in the world. -- MY VALUES: My relationships with clients are like all relationships I cherish in my personal life, built on trust. I value integrity, authenticity, transparency, deep listening, and self-awareness. If I’m not the right person to help you, I’ll do my best to point you elsewhere.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Startup Consulting
    Pitchbook
    Business Coaching
    Executive Coaching
    Social Impact Assessment
    Life Coaching
    Market Research
  • $150 hourly
    💰 Ex-Partner at Starta VC, a $50M VC fund and accelerator in NYC with 250+ portfolio companies 💸 Venture Partner at Mighty Oaks Capital Partners, building angel syndicate 🎓 Harvard University - Management in Innovation & Technology (executive education) With 9 years of experience on the other side of the table, I help startup founders get VC perspective and refine their pitch decks and fundraising strategies. Here is what I can help you with: ✅ Mock up VC pitch + feedback ✅ Pitch Deck content review ✅ Fundraising related questions (valuation, terms, roadmap & strategy, use of funds etc) ✅ Polish Design: professional designed pitch decks are a standard now What works best for my clients: 1-2 pitch deck review sessions (30-60 min calls) + DIY deck edits OR You can outsource your deck to me (10-12 days, 2-3 content review calls with me, final professional design) You have 10 seconds to hook an investor with your deck. Make it compelling enough to secure a meeting—bulletproof your pitch before outreach. 🚀🚀🚀 FUNDRAISING Fundraising is a numbers game + a system in place. I can help you set up both: ✅ Target Investor lists for your company ✅ Cold investor outreach setup & optimization (email, Linkedin) - it still works if you are targeting the right people the right way ✅ Investor funnel, CRM, updates & closing ✅ Term sheet questions & negotiations
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Pitch Correction
    Investor Roadshow
    Business Plan
    Presentations
    Presentation Slide
    Fundraising Presentation
    Entrepreneurship
    Financial Model
    Financial Modeling
    Presentation Design
    Venture Capital
    Startup Consulting
    Fundraising
    Pitch Deck
  • $150 hourly
    👉 🎉Recent Client Successes: A BIG UPDATE and Congratulations to my client Continuum AI for closing their $4.1M Seed round with Cowboy Ventures leading. Previously Continuum oversubscribed their pre-seed round in under 90 days. Nice work team! SUREPASS just closed their $2M Seed round. Congratulations to the team for bringing that round to a close. 👏👍 And, congratulations to several of my other clients for recently closing their funding rounds. DeepCharge was accepted into and completed the MassChallenge venture accelerator. Alleo AI and Equility recently were funded by and completed their TechStars cohorts. 👏 With 25 years in the startup ecosystem as both an advisor and a founder (2 successful exits, 3 soul-crushing failures), I have a deep understanding of the hurdles and challenges that founders face when trying to launch and raise capital. My commitment? To arm entrepreneurs with the tools and insights needed to see around corners, navigate the inevitable obstacles, and take their products to market. Founders come to me because they are raising their pre-seed, seed, or Series A funding rounds. I work with them in three key ways: --- 1. INVESTOR DECKS—I have created thousands of investor decks, and I understand exactly how to craft a story that addresses the motivations of early-stage angels and VCs. I emphasize a key lever missing in 99.9% of startup decks. --- 2. INVESTOR PLAYBOOK & FUNNEL—Depending on your needs, I will either advise you on exactly how to run a disciplined investor campaign or I will manage the entire campaign on your behalf, freeing you up to launch. --- 3. OR BOTH • Top Rated: I bring a 100% Job Success Score and a Top Talent rating on Upwork, bolstered by hundreds of 5-star reviews and pages of positive comments. • Recent Client Successes: Alleo AI and Equility closed pre-seed funding and completed TechStars. Continuum AI swiftly oversubscribed their seed round in just 90 days, while Alloy topped $1M in ARR within 10 months of launch and closed their seed round. • Scope of Expertise: My work spans thousands of investor-focused assets, including decks, deal memos, and outreach templates across diverse sectors such as B2B SaaS, AI, prop-tech, D2C, retail, deep-tech, hardware, and more. I have facilitated fundraising efforts ranging from $500k pre-seed rounds to $60M Series B ventures. I also have an MBA from the Kelly School and a Certification in Supply-Chain Management from MIT. • Strategic Roles: Previously, I served as the Chief Strategy Officer for a trailblazing IoT company, focusing on equity funding and investor relations. • Previous Exit: Successful start-up founder with 25 years of experience. From 2010 to 2017, I grew an investor-backed B2B SaaS start-up from zero clients to over 130 distribution partners in a dozen countries. We exited in 2017, selling to our largest client. • Network: My connections include angels, VCs and micros, and I’m a vetted mentor with accelerators like TechStars, Boomtown, MassChallenge, and Volta. I've been fortunate in my career to have my work featured and profiled in the media, including the Wall Street Journal, as well as in several books, including best-seller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Lean Startup
    Startup Consulting
    Strategic Plan
    Business Planning & Strategy
    Fundraising
    Venture Capital
    Pitch Deck
    Business Plan
    Sales Development
    Business Writing
    Pitchbook
    Solution Selling
    Sales & Marketing
    Sales
  • $100 hourly
    With over 30 years of experience in commercial banking, consulting, and investment banking, I bring expertise in creating financial models and pitch decks that effectively convey business models and growth potential. My background includes maintaining books and records for various businesses, including a FINRA-member broker-dealer, utilizing my Series 27 FINOP qualification. I frequently partner with clients on FP&A projects, offering services such as financial modeling, detailed financial analysis, and QuickBooks reviews. Recently, I developed KPIs and a board presentation for a SaaS technology company to enhance communication with investors. Additionally, I have extensive experience in mergers and acquisitions, helping companies prepare for a sale or a capital raise. Let’s discuss how I can assist with your needs.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Presentations
    Business Analysis
    Business Presentation
    Private Equity
    Bankruptcy
    Management Accounting
    Investment Banking
    Microsoft PowerPoint
    Accounting Advisory
    Mergers & Acquisitions
    Funding Needs Assessment
    Accounting
    Finance & Accounting
    Microsoft Excel
  • $68 hourly
    Carta Launch Setup & Management for startups. I have experience managing the entire Carta Launch process, from the initial setup to the extent of the transfer of founders' stocks to a Special Purpose Vehicle (SPV). My expertise includes managing stock options pool offers, executing funding-related transactions on Carta, and ensuring accurate and efficient management of equity ownership while maintaining compliance with regulatory requirements. I coordinate seamlessly with founders, legal teams, and other stakeholders to ensure a smooth transition of ownership. My skills include: - Proficient management of Carta Launch - Expertise in equity ownership management - Strong knowledge of regulatory compliance - Effective stakeholder coordination - Exceptional attention to detail If you are looking for a professional with in-depth knowledge of Carta Launch and experience in managing equity ownership for startup businesses, I am the ideal candidate to help your startup thrive. *This experience encompasses Portfolio / Statement of Investments onboarding and ongoing maintenance for funds as well. Cap Table Implementation: Oversee the meticulous implementation of complex cap table structures encompassing numerous classes of stock, stock options, and debt instruments for a substantial shareholder base. Ongoing Management: Take ownership of the quarterly cap table process, ensuring its accuracy, integrity, and compliance with regulatory requirements. LP & Shareholder Communication: Use in-app features to communicate with shareholders / stakeholders, providing clear and concise updates on cap table changes, stock-based compensation, distributions, and KPI metrics. Collaborative Partnering: Collaborate closely with internal teams, external legal advisors, and financial experts to manage the cap table seamlessly and provide valuable insights into stock-related matters. Process Enhancement: Continuously refine and improve cap table and KPI management workflows, ensuring the highest level of accuracy. Quarterly Financial Reporting: Oversee the connection of accounting softwares to the Carta platform or the configuration of Financial Statements onto Carta. Qualifications: Expertise in Implementing and managing stock plans / equity incentive plans / option plans utilizing Carta, encompassing the life cycle of the offer letter(s), board consents, option grants, to exercises. Proven Carta Expertise: 4 years of hands-on experience working with the Carta software platform, with a track record of successful cap table and KPI management. Managerial Level: Comfortable operating at a managerial level, able to take the lead in complex projects and drive effective collaboration among cross-functional teams. Analytical Acumen: Proficiency in Waterfall and Breakpoint report generation and analysis, enabling informed decision-making and strategic insights using in app features. Shareholder Communication: Strong communication skills with the ability to convey complex equity and financial information clearly and concisely to internal and external stakeholders.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Investment Preparation
    Investment Portfolio Review
    Fundraising
    Fundraising Software
    Limited Partnership
    Shareholder Relationship
    Private Equity
    Stock Issuance
    Equity Research & Analysis
    Equity Research
    Capital Networks Audience
    Venture Capital
    Go-to-Market Strategy
    Database Management System
  • $120 hourly
    Problem solver. Mentor. Go-getter. The individual who loves leveling up others as much as leveling up himself. 15+ years of experience in the Software industry across all cycles of SDLC. Passionate about Engg Leadership. Investor. Facilitator.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Code Refactoring
    Database Design Consultation
    Microservice
    Technical Documentation
    Go-to-Market Strategy
    Minimum Viable Product
    Rapid Prototyping
    Leadership Skills
    Startup Consulting
    Startup Company
    Engineering & Architecture
  • $80 hourly
    👋Hello! With a quarter-century of entrepreneurial triumph, I stand before you as a battle-tested architect of business success, having crafted and lucratively exited five ventures with a cumulative sale value exceeding $450 million. 💴Over the course of 25 years in the private equity sector, I have cultivated a robust network of Venture Capitalists and Angel Investors. This network has empowered me to secure Venture Capital and Angel Funding for my clients. As of February 2024, I have successfully procured nearly💴 $300 million in funding 👱My 30 year entrepreneurial journey has been transforming visionary ideas into flourishing enterprises. I am extending an invitation to fellow entrepreneurs: an opportunity to tap into my knowledge and experience. 👱I am not an ivy league or McKinsey consultant but someone who has spent their entire adult career in the trenches actually doing the hard work and building companies from the ground up. I have done it all and I have the battle scars to show! 🌱I am committed to helping your entrepreneurial aspirations, to mentor you in sculpting your ideas into great success. My expertise is not limited to mere counsel; it is an embodiment of practiced wisdom—the same wisdom that has navigated over $280 million in Venture Capital funding for many projects, both my own and those of my clients. 🌱I am a SaaS startup consultant specializing in pre-seed, seed, and early-stage companies, with a focus on extensive SEO services. 🌱I combine my deep understanding of the SaaS business model's intricacies with comprehensive Search Engine Optimization🔎 (SEO) knowledge to enhance your startup's online visibility and organic customer acquisition strategies. _____________________________ 🌱SAAS STARTUP CONSULTING I possess deep knowledge of the SaaS Business Model, including: 📊Pitch Deck Creation 📊Business Plan Creation 📊Financial Projections 📊Move your initial idea to a minimum viable product (MVP) 📊Validate Business Ideas 📊Refine Product-market Fit 📈Market Research 📈Go-to-Market Strategies 🪙Assistance in securing Venture Capital and Angel Investment 🪙Customer Acquisition 🪙Retention Methodologies 🪙Scalable Growth Tactics _____________________________ I wear multiple hats, drawing from 30 years of experience across different business domains, including: 🧑‍💻Technology 📈Marketing 🪙Sales 💴Finance _____________________________ My role is to help your SaaS startup navigate the unique set of challenges you face, such as: 🪙Optimizing recurring revenue streams 📉Reducing churn rates 📈Increasing customer lifetime value 📈Achieving rapid scalability _____________________________ 🔎SEO I work closely with founders to map out scalable growth plans while ensuring that the company's online presence is optimized for search engines. This includes: 🔎Performing keyword research aligned with your startup's value proposition 🔎Optimizing your website structure and content for search algorithms 🔎Building a robust backlink profile to improve domain authority and ranking 🔎I develop and implement a scalable SEO strategy that adapts to the constantly evolving digital landscape. I will position your SaaS startup to attract initial user traction and establish a foundation for enduring online success as the company moves beyond the early stages of its life cycle. _____________________________ 🤖AI FOCUSED I harness the transformative power of AI to revolutionize business growth, streamline processes, and turbocharge profitability. _____________________________ 📝NOTE FROM Jack: Hey there fellow entrepreneurs, I've been where you are now – deep in the trenches, turning dreams into reality. And let me tell you, it's been a wild ride! Over the past 30 years, I've built and sold five companies that have netted over $25 million. Pretty cool, right? But here's the thing – I get the biggest kick out of working with people like you, who are just starting their journey. When we team up, I'm all in. You'll have my full attention – and I mean all of it. We're in this together, and I'm ready to roll up my sleeves and put in the hard yards to help you make your mark. And I'm not just talking about making a quick buck; I want you to feel like you hit the jackpot in terms of value. Now, let's talk brass tacks. I get it – money's tight when you're bootstrapping. Been there, done that, and I've got a soft spot for starters. So if you're in the pre-seed stage, I'm on board to adjust my fees to fit your budget. I want to help you get off the ground without breaking the bank. So, if you're ready to turn that spark of an idea into a blazing success, reach out. Let's make it happen together – your dream’s worth every bit of effort! Cheers to the adventure ahead, Jack [keywords: SaaS, SaaS Startup Consulting, Venture Capital Expert, SEO Expert, SEM, Pitch Deck, Business Plan, MVP, artificial intelligence, AI] <|endofdocument|>
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Equity Valuation
    Private Equity
    SaaS
    Funding Needs Assessment
    SEO Backlinking
    SEO Strategy
    SEO Audit
    SaaS Development
    Financial Plan
    Pitch Deck
    Business Plan
    Venture Capital
    Business Consulting
    Startup Consulting
  • $80 hourly
    I provide advisory services for founders looking to elevate their venture. I can help with all facets of venture finance, providing early-stage companies with the following deliverables. - 3 statement financial model - Marketing materials - Cap table (dilution) management - Data room construction - Capital raise advisory - 409a valuation - Business plans With over 6 years of experience working with founders across different industries, I provide the tools your start up needs to compete at the next level.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Marketing Plan
    Pitch Deck
    Business Consulting
    Business Analysis
    Startup Consulting
    Data Chart
    Data Analysis
    Data Modeling
    Valuation
    Financial Analysis & Valuation
    Financial Modeling
    Finance
    Real Estate
    Private Equity
  • $175 hourly
    Deep expertise in venture capital, cap table modeling, SAFE Notes, Convertible Debt Notes, Startup Equity Structures, Options, conversion of Notes, Equity Funding Rounds. If you are need a cap table, need to understand SAFE Notes or Convertible Notes, need to understand future state proforma cap table. I take a consultative approach to working with clients to not just provide a "deliverable", but to understand what you need and provide expertise on what you need. I've done over 200 VC deals. I am your expert with very, very deep expertise and experience in this area.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Fundraising
    Modeling
    Data Modeling
    Financial Modeling
    Venture Capital
  • $200 hourly
    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.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Sales
    Web3
    Coaching
    Business Operations
    Venture Capital
    Startup Consulting
    Blockchain
    Entrepreneurship
  • $50 hourly
    I am an experienced Venture Capital Associate with a strong background in financial and operational modeling, particularly within the SaaS startup space. With a keen eye for innovative ventures and a proven track record in investor relations, I specialize in driving growth for startups by bridging the gap between visionary entrepreneurs and strategic investors. Key Expertise Investor Relations & Outreach Strategy: Crafted and executed investor relations strategies that led to successful follow-on funding for portfolio companies. Expertise in creating comprehensive strategy documents, personalized outreach messages, and managing investor communications. Startup Analysis & Due Diligence: Led the deal review process for a leading venture capital fund in SaaS, analyzing and interviewing over 600 startups. Proficient in conducting thorough due diligence, assessing startup potential, and providing actionable recommendations. Operational Management: Managed the onboarding of new hires for a startup studio program. Led the creation of a website using Wix and spearheaded outreach efforts on platforms like Eventbrite, Twitter, Facebook, Instagram, and LinkedIn. Financial Modeling: Skilled in developing detailed financial models that drive investment decisions. Experience includes crafting comprehensive investment reports, such as a detailed report delivered to local government entities on the startup studio's impact. Achievements Successfully developed and managed investor relations strategies that enhanced engagement and secured follow-on funding for multiple startups. Led a thorough and effective review process for over 600 startups, contributing to the strategic selection of successful ventures for a leading SaaS-focused venture capital fund. Created and implemented an operational plan for onboarding new hires and driving online outreach, significantly increasing the visibility and efficiency of the startup studio program. Why Work with Me? With a blend of strategic insight, analytical rigor, and operational expertise, I am well-equipped to support startups and investment firms in navigating the complex landscape of venture capital. Whether you need help with investor relations, startup analysis, or operational management, I bring a results-driven approach that ensures growth and success. Let’s collaborate to bring your vision to life and take your startup to the next level.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Financial Analysis & Valuation
    Startup Pitchbook
    Venture Capital
    Startup Consulting
    Financial Planning
    Business Coaching
    Management Consulting
    Analytical Presentation
  • $49 hourly
    Thank you for visiting my Upwork "Top-Rated" profile. My company, ProductinPublic.com, helps founders launch & scale market dominating products. Including: - Product Ideation and Validation - Market Research - Product Strategy; including pricing - Capital Formation - Go-to-Market documents such as business plans, pitch decks, and content production (blog posts) Here are just a few of the things I've helped companies do: Increase net income growth by 10x. 🚀 Helped companies raise over $800M in capital (experienced with both debt & equity fundraising). 💵 Ideate, validate, and build net-new, modern products that have earned me national awards. 🏆 I've worked with companies ranging from pre-revenue startups to Fortune 500 tech giants. What I bring to the table: ✅Growth Strategies = Get help determining which products/services to invest in, and establish go-to-market strategies, and pricing structures. ✅Capital Acquisition = I work with you to get your business into a posture where it's ready to attract capital from investors and/or lenders. Plus, access my network of over 200+ investors and lenders. I do that by leveraging my eclectic set of experiences and skills, with a background as a former C-level banking executive, 3x startup founder, and Director of Product for a publicly traded company. If this sounds like you, we should talk about how I can help: I don't have enough time in the day to accomplish everything I need to.⏲️ Finance isn't my strong suit. 📊 I don't have the right contacts or network to drive toward closing a round of funding. 💸 I don't have the right experience creating "investor-ready" documents. 📃 I'm unsure what products to build, how to market them, or how to price them. 🎯
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Investor Roadshow
    Small Business Administration
    Venture Capital
    Fundraising
    Management Consulting
    Business Plan
    FinTech Consulting
    Presentation Design
  • $175 hourly
    Certified Valuation Analyst (CVA) member of NACVA, Member of New York State CPA Society (NYSSCPA) and its Business Valuation and Digital Assets Committees, Member of Licensing Executives Society (LES). Adjunct Professor of Finance, Stevens Institute of Technology. 20+ years of experience with business valuations, corporate finance, mergers & acquisitions, venture capital and private equity transactions, in the US, Europe, Middle East, Latin America and Asia. Wharton MBA and undergraduate degree from Stockholm School of Economics. Speak fluent English, French and Swedish, basic German and Spanish. Services include: * Certified Business Valuations - for 409A (options), business sale or acquisition, capital raising, estate tax, gifts of shares and other securities, financial reporting (ASC 718 & 820 fair value, purchase price allocation (ASC805), E-2 visa, and other purposes (NO REAL ESTATE VALUATIONS) * Intellectual Property Valuations (patents, copyrights, software) and Intangible Asset Valuations * Complex Financial Models (incl. acquisitions, buyouts, recapitalizations, valuations, private equity, venture capital, debt financing, portfolio analysis, OPM analysis, PWERM, rNPV, Monte Carlo analysis, Real Options) * Cryptocurrency/Token Appraisals and Blockchain Project Valuations * Valuation consulting for investment funds regarding valuation of securities * Acquisition Target Screening (identifying and/or contacting potential acquisition targets in North America or Europe) * Company Buyer Searches (identifying and/or contacting potential buyers for a company in North America, or Europe) * Company Sale Preparations (assisting owner to prepare company for sale) * Deal Structuring (buyouts, acquisitions, mergers, divestitures, company sale, and financing using equity, mezzanine or debt) * Deal Negotiations (business sales, acquisitions, financing transactions) I DO NOT PROVIDE ANY ACCOUNTING, TAX ADVISORY OR LEGAL SERVICES! Industry experience includes: * Biotechnology / Pharmaceuticals / Diagnostics * Medical Devices, Products and Equipment * Compounding Pharmacies * Healthcare Services (medical, dental, veterinary, IT) * Educational Services and Technology * Financial Services & FinTech * Blockchain / Cryptocurrencies / Digital Assets * Cloud Services / Software-as-a-Service (Saas) / Enterprise Software * E-commerce * Games & Gaming * Telecommunications / Mobile Services * Electronics * Security Software, Services and Hardware * Food & Beverages * Cannabis * Consumer Products * Luxury Goods * Electrical Products and Equipment * Plastics & Rubber * Automotive * Industrial Products & Services * Logistics & Sourcing * Paper & Packaging Recent projects include: - Gift tax valuation for solar power group - Business valuation for wearable medical device company - 409A valuation for marketing technology company using Artificial Intelligence software - ASC 718 options valuation for biotechnology company - Earnout valuation using Monte Carlo simulation for Fair Value accounting - Purchase Price Allocation (ASC 805) for medical device company acquisition - Estate tax valuation for biotechnology company - Gift tax share valuation report for SaaS company - Investor business valuation report for biotechnology company focused on cell therapy - Estate tax valuation report for real estate holding company - 409A business valuation report for cybersecurity company - Business and financial plan development for private equity investment firm - Blockchain technology intellectual property valuation - M&A advisory for process monitoring technology business - Purchase price allocation (ASC 805) for financial services company acquisition - Patent valuation for medical device technology - Business valuation of building products company for potential sale - 409A business valuation for simulation software company - 409A business valuation for biotechnology company - Sale of business services company in Asia - Business valuation of publishing business - Pre-IPO company valuation - Financial model for ecommerce business - Business valuation of dental practice - Business valuation litigation support - Financial model for SaaS startup - 409A business valuation for medical device company - Business valuation of medical app company - Acquisition advisory in consumer products sector - Financial due diligence for educational services acquisition - 409A business valuation for software business - Business valuation of SaaS company - Comprehensive financial model for SaaS business - Business acquisition search process for family investment group - Valuation analysis for acquisition of life sciences service business - Business valuation of digital media company - Financial due diligence on oil & gas energy business for private equity investment - Financial plan for early stage consumer products business - Business valuation of restaurant chain - Acquisition search for life sciences products business
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Financial Analysis
    Private Equity
    Investment Research
    Corporate Strategy
    Corporate Finance
    Valuation
    Business Valuation
    Financial Prospectus Writing
    Financial Modeling
  • $200 hourly
    TechStars mentor, startup advisor, London Business School MBA, top-rated investor pitch deck & fundraising expert with over $900M in raises from pre-seed to series-C+. World-class investor pitch deck design services and game-changing fundraising consulting to connect your business vision with the investors who can make them a reality. I bring to the table a rare combination of business strategy experience and acumen, professional storytelling techniques, and presentation design expertise, and can transform your fundraising journey to achieve your investor fundraising goals through any of: ⭐ A 𝗯𝗲𝘀𝗽𝗼𝗸𝗲, investor-ready pitch deck with standout narrative and deck design. ⭐ A 𝗿𝗲𝗱𝗲𝘀𝗶𝗴𝗻 of your existing investor pitch deck. ⭐ Insightful investor pitch deck and fundraising 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 that will boost your chances of fundraising success. In this competitive fundraising climate, don't risk ruining prospects with a subpar investor pitch deck. Supercharge your fundraising efforts with an investor pitch deck that will stand out, open doors, and start conversations through compelling, credible narrative and exceptional presentation design. Message me now and let's start a conversation that could define your business's future.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Investor List
    Entrepreneurship
    Venture Capital
    Microsoft Excel
    Startup Consulting
    Startup Pitchbook
    Fundraising
    Business Presentation
    Presentation Design
    Presentations
    Fundraising Presentation
    Pitchbook
    Pitch Deck
    Microsoft PowerPoint
  • $220 hourly
    Startup cofounder (led finance & compliance functions from zero to $4m in revenue at SaaS startup, raised $10m from VCs) and former early-stage venture capital investor. MBA from Tuck, BA in Mathematics from Dartmouth. Services offered include: - Cap table management & scenario analysis - Equity compensation (set up equity plan, conduct analysis, manage issuance of awards) - Fractional CFO services - Ad hoc data analysis (cohort analysis, retention, LTV:CAC etc.) - Fundraising materials prep (review pitch decks, prep data analysis, advise on strategy) - Fundraising support (waterfall analysis, advise on valuation and deal negotiation) - Deal screening and diligence support for angels/VCs
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Equity Valuation
    Financial Analysis
    Industry Knowledge
    Private Equity
    Investment Strategy
    Startup Consulting
    Microsoft Excel
    Due Diligence
    Financial Modeling
    Business Analysis
  • $495 hourly
    Worldwide venture capital expert for startups & investors. Capitalize!℠ VENTURE CAPITAL, PRIVATE EQUITY, MERGERS AND ACQUISITIONS, DEAL FLOW AND DESIGN LEGAL AND BUSINESS, DEAL MASTERY, STARTUP AWARENESS, Since 2008, Ross J. Wolfe has been shaping the futures of hundreds of entrepreneurs from the earliest stages of their ventures to ultimate scalability. Over his career as counsel to venture capital and private equity firms, he has improved upon best practices and systems designed to navigate his clients’ new ventures from their startup stages to scalability. His latest role took him into the world of Exponential Technologies where he continued his efforts to foster clean new technologies that improved our quality of life while at the same time creating lasting businesses that were either acquired or merged. Ross quickly recognized that the world was changing and technology was democratizing information and services forever affecting the investing public; leading Ross to pivot from advising venture capital firms and private equity firms to helping entrepreneurs achieve their dream and change the world as we know it. DEAL MASTERY, LEGAL AND BUSINESS Ross has a deep and specialized understanding of the business and law surrounding Startup companies, mergers and acquisitions, venture capital, and private equity. He is a highly experienced executive capable of leading change across all aspects of an organization. Throughout his career Ross has led efforts in investor relations, company constitutions, equity class creation, onshore / offshore fund administration, company governance, company structure, and international mergers & acquisitions. His overall experience makes him ideally suited to represent founders and entrepreneurs in engaging venture capital and private equity firms when seeking additional capital and scale. Ross earned his Law degree from the Barry University School of Law, an MBA from the University of Miami and a BA in Political Science from George Mason University. He is also a best-selling author. LICENSES AND CERTIFICATIONS Previously held Series 7, Series 65, Series 63, and Series 6 licenses. Was also a Supreme Court Certified county, circuit civil court, and appellate court mediator and has mediated numerous large dollar, banking, lending, finance, insurance, fraud, money and investment controversies.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Private Equity
    Business Development
    Crowdfunding
    Fundraising
    Corporate Governance
    Pitchbook
    Contract Law
    Corporate Law
    Contract Negotiation
    Mergers & Acquisitions
    Stock Issuance
    SEC Regulation
  • $125 hourly
    Welcome! I specialize in helping managers overcome their business challenges with creative solutions that I develop with Microsoft Excel and Visual Basic. In a career working internationally as an accountant and business analyst for S&P 500 companies, I have practiced my skills in a variety of disciplines, from Accounting & Reporting to Financial Planning; from Taxation to Compliance; and from Enterprise Resource Planning (ERP) implementation to Business Process Improvement. I am motivated to see my clients operate more efficiently and to make better decisions faster. Please see my service offerings below, view my video, and check-out some of my models in the Portfolio section of my profile. I am very personable and want to learn how I can be of assistance to you! ◊ Service Offerings ◊ Financial Modeling: • Integrated/Three Statements Enterprise Planning • Capitalization Table • Taxation • Reporting • Debt Management • Personal Finance Valuation: • Monte Carlo Simulation • Discounted Cash Flow Analysis • Abnormal Earnings/Residual Income Management & Decision-making Tools: • Business Process Automation • Pricing • Form Automation • Dashboards & Performance Measurement • Data Visualization • Optimization • Decision Tree • Scheduling
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Financial Planning
    Corporate Finance
    Business Analysis
    Company Valuation
    Financial Reporting
    Financial Modeling
    Visual Basic
    Business Valuation
    Financial Analysis
    Data Visualization
    Cash Flow Analysis
    Financial Projection
    Microsoft Excel
  • $100 hourly
    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
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Startup Consulting
    Fundraising
    Pitchbook
    Presentation Design
    Microsoft PowerPoint
  • $150 hourly
    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!
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Pitchbook
    Startup Consulting
    Business Plan
    Fundraising
    Management Consulting
    Business Modeling
    Financial Modeling
  • $150 hourly
    Hi there! 👋 I'm a seasoned full-stack developer with end-to-end project ownership experience, bringing over 5 years of hands-on tech leadership as a venture-backed fintech startup founder. From complex backend architectures to polished user interfaces, I specialize in delivering complete, production-ready solutions. 💻 Technical Expertise: Full-Stack Development: Proficient in modern web technologies across the entire stack Back-End Architecture: Building robust APIs with Python and Node.js Database Administration: Designing and optimizing database systems for scalability DevOps & Deployment: Managing cloud infrastructure and CI/CD pipelines 🛠️ Product Development Strengths: End-to-End Project Ownership: From initial concept to production deployment System Architecture: Designing scalable, maintainable software solutions UI/UX Design: Creating intuitive, visually appealing user interfaces Technical Strategy: Aligning technology choices with business objectives 🎯 What Sets Me Apart: Founder's Perspective: Understanding both technical and business requirements Problem-Solving Focus: Converting complex challenges into elegant solutions Strategic Thinking: Balancing technical debt with rapid development needs Clear Communication: Translating technical concepts for all stakeholders Whether you need a complete web application built from scratch, technical leadership for your existing project, or strategic guidance on your product development, I'm equipped to deliver results that exceed expectations. Let's build something extraordinary together!
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Business Development
    Product Development
    Creative Direction
    Business Coaching
    Startup Consulting
    Branding
    Marketing Strategy
    Public Relations
    Business Writing
  • $150 hourly
    I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications at a glance: - Venture Capital CFO - High Net Worth Tax Planning and Corporate Tax Returns - Private Equity (Real Estate) Senior Controller - Audit Manager at KPMG - Performed US GAAP and IFRS Audits - Certified Public Accountant +17 years - Masters Degree in Accounting - Bachelors Degree in Accounting - Bachelors Degree in Finance Some of my specialties include: - Assisting start-up companies with fundraising, pitch decks, term sheet negotiations, and due diligence. - Performing financial analysis and due diligence on potential investments and analyzing companies at various investment stages (Seed Rounds to IPO). - Private company valuations under US GAAP ASC 820. - Working closely with CEOs and other executives on strategic planning and deal analysis. - Assistance with streamlining accounting and back office processes and procedures. - Leading teams ranging from 3 to +30 staff members. I look forward to helping your company succeed! Contact me today.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Taxes
    Corporate Tax
    Investment Strategy
    S-Corporation
    Investment Banking
    Financial Accounting
    CPA
    Business Valuation
    Financial Modeling
    Mergers & Acquisitions
    Fundraising
    Fund Accounting
    Intuit QuickBooks
  • $150 hourly
    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
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Startup Consulting
    Business Consulting
    Business Presentation
    Presentations
    Investment Research
    Investment Preparation
    Venture Capital
    Investment Strategy
    Management Consulting
  • $140 hourly
    -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Startup Consulting
    Investment Banking
    Investor Overview
    Fundraising
    Corporate Finance
    Financial Writing
    Corporate Strategy
    Business Valuation
    Financial Modeling
    Pitchbook
    Company Valuation
    Business Plan
    Financial Analysis
  • $95 hourly
    Over the course of my career I've developed an expertise in communicating stories in the form of decks. I've pitched to VCs and outside angel investors, worked for a small VC fund, and helped several startups get up and running (including one resulting in an acquihire proposal). Given these experiences, I am confident I can help discover, and compellingly communicate, your brand and product story to propel you to your next stage. Reach out to me, and let's get started! __________________________________________________________________________ $95/hr for deck and model work. $75/hr if you would just like your deck/model/pitch reviewed over a 1-hr phone call, where I will help you develop your brand story, deck structure, and company & product narratives in real-time.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Market Research
    Product Development
    Marketing Strategy
    Business Proposal Writing
    Business Modeling
    Product Marketing
    Presentation Design
    Business Analysis
    Presentations
  • $65 hourly
    I am a driven an multi faceted talent that has worked across sectors in Senior positions in International Relations, Consulting and Marketing SEO Strategies and Optimization. My training is in International Relations and Socio-linguistics, which means my expertise is understanding people and how to communicate with them regardless of proximity, demographic, gender or orientation. I was Director for a $2.2Bn potpourri of projects for the State of New York, including gaining partnerships with Major League Baseball. I was the Director of Communications and Government Relations for a high-profile non-profit on Capitol Hill. I'm a Google AdWords Certified Sr. SEO Optimization and Strategy Consultant for the public, private and non-profit sectors. Yes I wear many hats, but as a former All-American athlete, I know that hard work, continuing to have intellectual curiosity and making sure that those I partner with are left knowing that I did right by them.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Policy Writing
    Management Consulting
    Policy Analysis
    Grant Writing
    Intercultural Communication
    Communication Strategy
    Qualitative Research
    Project Management
  • $200 hourly
    I have 20 years designing and leading strategic, multi-discipline, enterprise-wide programs, managing $100M+ budgets, encompassing 500 staff across 90 countries. I have built and sold companies, expanded internationally, acquired patents, and raised funding for start-ups, pre-revenue and beyond. My current and ongoing clients include Angels and VC’s, for whom I perform due diligence of deals. I’m lucky therefore to truly understand what we/they look for, and can help you meet their standards, avoid the traps, and maximize your bargaining potential. I advise clients ranging from the boot-strapped, pre-revenue entrepreneurs, up to $1BN recurring revenue corporations. That work typically comprises strategy development, business planning, financial projections, and valuations. No matter the project, I’ll guide you through every step and take as much off of your plate as I can, while always ensuring you are fully informed of my progress and that you understand key decision points. On an hourly basis I charge $200 per hour. However, if you require specific items, I typically fix-bid those projects, a non-exhaustive list of which is noted below, along with starting costs: - Business plans, including pro forma financial projections $6,000 - Financial pro forma projections $3,000 - Full raise package (business plan, projections, pitch deck* and investor memo*) $7,000 - Buy/sell side valuations starting at $1000 (DCF + Multiplier) & $2,500+ custom/detail - Pitch deck $1,500 (exclusive of financial projections) * - Pitch deck $4,000 (inclusive of detailed financial projections) * * Inclusive of all content, and basic design principles, but excludes deep design e.g., creation of style guide, logos, graphics, and pictures. I relish the opportunity to discuss further the benefit I can bring to you while uncovering more about your upcoming projects and challenges. Detailed references are available upon request.
    vsuc_fltilesrefresh_TrophyIcon Venture Capital Consulting
    Project Management
    Business Valuation
    Financial Accounting
    Financial Modeling
    Startup Consulting
    Business Plan
    Business Consulting
    Business Analysis
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