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Emmanuel A.
$35/hr
100% Job Success
Available now
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Emmanuel has worked with over 500 clients, created 3000+ business plans and investors documentations, and helped raised over $800M in business funding, bank financing, SBA loan, and investor capital. Key Highlights:: ✅ Top 1% Business Plan Writer on Upwork, Financial Modelling Expert, and Pitch Deck Designer ✅ 100% Positive Client Feedback due to 99% Funding Rate via SBA Loan, Bank Financing and Investors ✅ Specialist Consultant for top 5 financial institutions in North America ✅ Proven Results with verifiable client remarks spanning over 5years on Upwork ✅ 97% Repeat Client Rate - "5/6 clients re-hire me for future projects" About Me:: First, let me share with you, what past clients said about me:: • Emmanuel is an excellent business plan writer who values every single dollars and we are super thankful to him for working with us on a tight budget. In the end, he delivers a mind-blowing business plan, business proposal, and also completes our business case profile. It is a privilege's to be recommending him. Thanks again for your help - James Albert from Florida, United States • Myself and my wife had a tough time choosing a business plan writer on this platform, but this guy caught our attention and we decided to give him a chance. For more than 20 years, I and my wife have never been in agreement over a single decision, but today, we unanimously agreed that Aina is a professional business plan writer and we are happy we worked with him. Less I forget, our business plan has been approved! Laura and Mathew. Second, get to know about me:: For over a decade, I have worked as a Business Plan Writer, Executive Business Plan Reviewer, and Funding Incubator Officer and I have been involved directly in the successful planning and implementation of over 100 startups - in over 20 countries, including the United States of America, Canada, Australia, United Kingdom, UAE, Europe, and the rest of Africa. As a Business Plan Writer with incredible business writing skills, business planning strategy, business modelling, business plan, and business continuity planning capability, I have worked with leading organizations that are responsible for funding startup businesses in North America - this includes, SBA loan departments, small scale business banking institutions, and crowdfunding agencies for startup entrepreneurs. Through my on-the-job work experiences with these organizations, I have gathered unrivaled expertise needed to write WINNING BUSINESS PLANS that SBA offices, BANKS, and INVESTORS are looking for and I know how to craft a business plan that will compel loan organizations and grant providers to sign the approval document. Third, why I'm I special and what makes me amazing? ✅ I have worked directly with entrepreneurs, business owners, business managers, and CEO's of startup businesses and I have helped them in raising over $500M in investment funding. So, I know what it takes to write incredible business plans that is relevant and effective. ✅ I have proven academic pedigree and work experience that makes me a top flying candidate; including bachelors degree, masters of business administration, project management certification, and I have over a decade experience in business consulting, business coaching, and business case documentation writing. ✅ Having worked within the SBA funding disbursement department, I have first hand knowledge about what the SBA offices are looking for in a business plan. By combining my writing fluency with my work experience - I guarantee that you will receive a COMPLETE BUSINESS PLAN that will transform your vision into a lender-ready, investor-attracting document that eliminates red flags, builds credibility, and gives your startup the best shot at securing funding 📊📉📄. I have the capability to write a winning business plan for a trucking, logistics, transportation, home care, elders care, restaurant, bar/wine, coffee/tea, real estate, hospitality, medical, fitness &gym, retail/wholesale, cannabis, agriculture, eCommerce, and all types of businesses. Contents Included • Executive Summary • Company Description • Business Overview and Summary • Mission and Vision Statements • Goals, Objectives, and Milestones • Products and Services • Industry Analysis and Summary • Market Statistics and Reports • Industry Summary, Facts, and Figures • Economic Relevancy and Analysis • Strategy and Implementation Summary • Execution Strategy and Plan • Marketing Plan, Social Media Plan, and Offline Plan • SWOT Analysis • Financial Analysis and Excel Spreadsheet Please send me a message to learn more about your needs and to discuss why I am the most qualified freelancer to help you make a difference and help you get the loan, investment, and funding that you need for your business launch, project scaling, and startup funding. Best Regards, Emmanuel
Emmanuel A. has worked .
Sevdie A.
$30/hr
100% Job Success
$4K+ earned
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With 19 years of experience as a Project Manager, Strategic Business Consultant, Business Plan Writer, and Bookkeeping Expert, I specialize in helping businesses improve financial management, streamline operations, and execute projects successfully. Holding a PhD and a DBA in Management and Entrepreneurship, I bring a strong academic foundation and practical expertise. I’m passionate about delivering efficient, results-driven solutions that create long-term growth and impact. Whether you need strategic business consulting, project management support, or expert bookkeeping, I’m here to help! Let’s work together to optimize your processes and take your business to the next level. Looking forward to collaborating with you! Main areas of consultancy are: - Strategic business, performance management, and financial consulting - Manage and coordinate projects from planning to delivery - Prepare business plans, financial models, and reports - Oversee bookkeeping, budgeting, and cash flow management - Analyze performance and identify cost and efficiency improvements - Support decision-making with data-driven insights - Develop and implement operational and project management systems - Advise on growth strategies and risk management - Financial analysis, financial modeling, and reporting - Project management (WBS, Gantt, Budget Control) - Training and capacity building
Sevdie A. has worked .
Sana Z.
$40/hr
100% Job Success
Available now
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👋 I'm Sana - FCCA-qualified financial consultant with 15+ years of experience, 140+ completed projects, and a 100% Job Success Score on Upwork. I help startups, SMEs, and entrepreneurs across bookkeeping, financial modelling, blockchain finance, and AI-powered process optimisation - delivering work that's accurate, strategic, and built for scale. What I've delivered for clients: $8M+ raised through investor-ready business plans and pitch decks 100+ clients served across USA, UK, UAE, France, Germany, Singapore and more Industries: fintech, crypto/Web3, blockchain, tech, e-commerce, retail, wellness, food Services I offer: 🔗 Blockchain & Web3 financial consulting + Book keeping 🤖 AI process optimisation - automating repetitive workflows using ChatGPT & Claude to save time, reduce errors, and scale operations faster 📒 Bookkeeping & bank reconciliations (QuickBooks, Xero, Zoho, Wave) 📊 Financial modelling, forecasting & variance analysis 📈 Investor pitch decks & business plans 🔍 Feasibility studies & market research 📋 Management accounts & monthly reporting 🤝 Business Development & Account management Tools: QuickBooks · Xero · Excel · Wave · Google Sheets · PowerPoint · ChatGPT · Claude · HubSpot · Asana · Pipedrive · ClickUp AI isn't just a buzzword in my work, I actively use it to streamline client processes, automate reporting workflows, and deliver results faster without compromising accuracy. Let's connect ! send me a message with your project and I'll come back with a clear plan.
Sana Z. has worked .
Faizan H.
$15/hr
100% Job Success
$7K+ earned
Available now
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Are you looking to create a winning business plan or pitch deck that drives results? Look no further! With over 5 years of experience in startup consulting, I have successfully helped numerous clients secure investments, obtain visas, and achieve their business goals. I specialize in creating investment-ready business plans and compelling pitch decks that stand out. My expertise spans various industries—over 15 sectors, to be precise—and I’m adept at tailoring each plan to meet specific objectives, whether raising capital, securing loans, or navigating visa requirements. My Expertise Includes: Visa-specific business Plans include E1, E2, EB2-NIW, L1, L2, EB5, UK Innovator Visa, UK Startup Visa, and Canadian Startup Visa plans. Loan-Ready Business Plans: Comprehensive and detailed plans for SBA loans and other funding programs. Pitch Decks: Investor-focused decks that tell a straightforward, compelling story with visual appeal. Financial Projections: Accurate, data-driven forecasting tailored to your business needs. Why Work With Me? ✔My work has helped clients Secure investments, approvals, and funding across diverse sectors. ✔As an Associate member of Chartered Management Accountant (ACMA) and Associate Member of Public Finance Accountants (APFA), I bring financial acumen and strategic insights to every project. ✔Every business is unique, and I ensure that each plan or pitch deck is tailored to reflect your specific vision, market, and goals. ✔My priorities include timely delivery and attention. To detail and client satisfaction. What Sets Me Apart? While I may be new to Upwork, I’m not new to delivering exceptional results for startups and businesses. My mission is to help you achieve your goals, whether launching a new venture, expanding operations, or applying for a visa or loan. Let’s bring your vision to life! Contact me today to discuss how I can help you achieve success. Industries I've Worked In: ✔ SaaS (Software as a Service) ✔ Fintech ✔ Blockchain & Cryptocurrency ✔ Real Estate ✔ E-commerce ✔ Healthcare & Wellness ✔ Hospitality & Tourism ✔ Education & EdTech ✔ Food & Beverage ✔ Manufacturing & Supply Chain ✔ Retail & Consumer Goods ✔ Technology Startups ✔ Logistics & Transportation ✔ Pet Care & Products ✔ Environmental & Sustainability Projects. Business Plan Writer | Pitch Deck Expert | Visa Business Plans | SBA loan Business Plans | E2 visa | EB5 visa | UK Innovator visa | Startup Consultant | Financial Projections | Investment-Ready Plans.
Faizan H. has worked .
Patrycja B.
$120/hr
100% Job Success
$400K+ earned
Available now
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I help businesses get funded and scale operations. What I do: ✅ Business Plans - 80+ completed, $10M+ raised ✅ Strategic Consulting - Market research, pricing, go-to-market (GTM), corporate strategy ✅ Operations - Interim-COO, process optimization, project management Ex-Accenture Strategy Manager. Ex-Allianz. 3000+ hours on Upwork. Top 1% Freelancer For business plans: I help transform raw ideas into fundable realities. Whether you need to validate your concept, structure your vision, conduct feasibility studies, or develop go-to-market strategies - I guide you from initial idea through to investor-ready documentation. My plans get funded because they tell a complete story: validated opportunity, realistic projections, and clear execution path. For operations & consulting: I often become the operational right hand to busy founders - the person who turns strategy into execution: building systems that scale, creating SOPs, optimizing processes for efficiency, and developing growth strategies. Whether you need corporate-level strategic planning, operational streamlining, or someone to bridge between vision and execution, I handle the complexity so you can focus on what matters most. Recent client: "Patrycja quickly understood my challenges and provided invaluable advice on simplifying processes and eliminating inefficiencies. Her expertise has saved me significant time and money." Specialties: - Business plans (SBA, investor, bank, visa) - Financial projections & modeling - Market research & competitive analysis - Operations design & optimization - Project management & team coordination - Founder advisory & strategic planning Industries: SaaS, E-commerce, Healthcare, Professional Services, Financial Services, Real Estate, Hospitality, Food & Beverage, Wellness I work with startups needing their first business plan and established companies needing operational support. Let's discuss your project.
Patrycja B. has worked .
Jose S.
$100/hr
100% Job Success
$100K+ earned
Available now
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Expert-Vetted Freelancer in Business Plan, Growth and Financial Planning With over 26 years of experience in management consulting and financial services, I am here to help you take your business to the next level. As an Executive MBA graduate from Warwick Business School ranked 10th by QS and 30th by Financial Times I bring world-class expertise and a results-driven approach to every project. What I Can Do for You: 🔹 Financial Planning, Modelling & Forecasting – Transforming numbers into actionable strategies. 🔹 Business Plans & Feasibility Studies – Creating investor-ready plans that set your business apart. 🔹 Market Research & Marketing Plans – Unlocking insights to drive your success. 🔹 Funding Strategies – Guiding you on loans, equity, and attracting investors. 🔹 Startup Mentoring & Coaching – Empowering entrepreneurs to achieve their goals. Why Work with Me? I’ve successfully delivered projects for clients across the globe from Australia and the Middle East to Europe, the US, Canada, and LATAM. My expertise lies in crafting compelling business plans, accurate financial models, and thorough market analyses that inspire confidence in banks, investors, and stakeholders. But it’s not just about the numbers it’s about understanding your vision, listening to your needs, and delivering solutions that exceed your expectations. I’m passionate about helping businesses thrive and am committed to ensuring your success. Your success is my priority. Let’s make it happen! Send me a message today, and let’s discuss how I can help you achieve your goals. Together, we’ll turn your dreams into a thriving reality.
Jose S. has worked .
Eunice O.
$30/hr
90% Job Success
$30K+ earned
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🏆 Welcome to the profile of Eunice Oladayo, your go-to Business Plan Consultant and Financial Modeling expert. 🏆 🏆 Transforming Visions into Investor-Ready Plans 🏆 Are you a startup on the verge of greatness but struggling with Strategic Business Planning? I'm here to guide you from concept to investor-ready document. As a seasoned Business Plan Writer, I specialize in creating SBA Business Plans and Custom Business Plans that don't just tick boxes but open doors to potential investors. 🏆 Financial Modeling - The Backbone of Your Business Strategy 🏆 Excel at your financials with my Excel Financial Modeling! I bring clarity to your Cash Flow Forecasting and Budget Modeling, ensuring your Financial Projections are not just numbers, but stories that sell your vision. As a Financial Projection Expert, I help startups and established businesses alike in Financial Planning & Analysis and Business Valuation. 🏆 Pitch Perfect - Crafting Pitch Decks That Captivate 🏆 First impressions count, and with my Pitch Deck Creation service, you’re sure to dazzle. Whether it's a Startup Pitch Deck or an elaborate Investor Pitch Deck, I design presentations that resonate. My expertise in Storytelling Pitch Deck and Slide Deck Creation turns your business narrative into an engaging, persuasive Pitch Presentation. 🏆 Unlock Market Potential with In-depth Research 🏆 Understanding your market is key, and as a Market Research Analyst, I dive deep into Market Trends Analysis, Competitive Analysis, and Consumer Research to provide you with actionable insights. My Market Data Analysis and Sector Research skills will equip you with the knowledge to make informed decisions and strategically position your business. 🌟 Why Choose Eunice Oladayo? 🌟 🚀 Expertise in Business Model Development and Investment Modeling. 📊 Proven track record in generating comprehensive Market Intelligence. 💼 A portfolio of successfully executed projects leading to substantial investments. 📈 Custom solutions tailored to your unique business needs and goals. Let's chart your path to success together! Contact me now to start crafting your future. 💼✨
Eunice O. has worked .
Monica C.
$45/hr
100% Job Success
$600K+ earned
Available now
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🏦 35 Years CFO & JP Morgan Investment Banking Experience 🙌🏽 850+ Clients Helped — Startups to Established Businesses 💰 $150M+ in Funding Raised 🏆 3x Entrepreneur with a Successful Exit "𝙃𝙚𝙮 𝙈𝙤𝙣𝙞𝙘𝙖, 𝙟𝙪𝙨𝙩 𝙬𝙖𝙣𝙩𝙚𝙙 𝙩𝙤 𝙡𝙚𝙩 𝙮𝙤𝙪 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧 𝙜𝙧𝙤𝙪𝙥 𝙬𝙖𝙨 𝙚𝙭𝙩𝙧𝙚𝙢𝙚𝙡𝙮 𝙞𝙢𝙥𝙧𝙚𝙨𝙨𝙚𝙙 𝙬𝙞𝙩𝙝 𝙩𝙝𝙚 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙖𝙩𝙞𝙤𝙣, 𝙖𝙣𝙙 𝙩𝙝𝙚𝙮 𝙛𝙪𝙣𝙙𝙚𝙙 𝙩𝙝𝙚 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨! 𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪!!" - Jay Lax, CEO of Avalon ABA 📞 Invite me to your job, and I'm happy to share thoughts on your business. I've done this hundreds of times - you'll walk away with something useful regardless of whether you choose to work together. ☺️ 📞 Here’s how I help: ✅ Financial Clarity for Established Businesses: If you're running a business with real revenues but no CFO, I'll help you understand your numbers, find what's quietly eating your margins, and make better decisions - without the cost of a full-time hire. I work with businesses doing $1M–$10M in revenue who need CFO-level judgment without the CFO price tag. ✅ Getting You Investor-Ready: If you're raising a round, I'll build the Financial Model, Pitch Deck, and Business Plan you need to tell a compelling story and get funded. ✅ Models That Work Twice: The financial model I build will serve two needs at once - giving investors a thoughtful, comprehensive set of projections, and giving you a living document you can use to run your business more effectively. ✅ Ongoing Fractional CFO Support: If you want to keep working together beyond the initial engagement, I'll act as your Fractional CFO — helping you navigate financial decisions, build forecasts you can actually run the business from, and stay on top of cash before it becomes a problem. 📈 Fund & Investment Vehicles: LP/GP waterfall models, SPV structures, and feeder fund financial frameworks for private equity and family office clients. Why I’m worth talking to: ✅ I've done this hundreds of times before. 🔎 I'll understand your business model right away - you won't have to spend half the engagement explaining how it works. 🕵️‍♀️ I'll ask questions you probably haven't thought about. You may end up understanding your own business better just from our first conversation. 🚶🏽‍♀️ I've walked in your shoes as an entrepreneur multiple times. I know what it feels like to be running a business without a clear financial picture, and I know how to fix it. 📊 I work across the full spectrum of business - from pre-revenue startups raising their first round to established businesses doing $1M–$10M who need real CFO judgment without the full-time hire. Invite me to your job and let's talk through what you need!🙏 Monica Chitnis ────────────────────────────────────────────────────── More Client Feedback: "𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙘𝙤𝙣𝙩𝙧𝙞𝙗𝙪𝙩𝙞𝙤𝙣𝙨 𝙩𝙤 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙛𝙧𝙖𝙢𝙚𝙬𝙤𝙧𝙠 𝙬𝙚𝙧𝙚 𝙥𝙞𝙫𝙤𝙩𝙖𝙡. 𝙃𝙚𝙧 𝙘𝙧𝙚𝙖𝙩𝙞𝙤𝙣 𝙤𝙛 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙚𝙘𝙞𝙨𝙚 𝘾𝘼𝙋 𝙏𝙖𝙗𝙡𝙚 𝙖𝙣𝙙 𝙩𝙝𝙤𝙧𝙤𝙪𝙜𝙝 𝙫𝙖𝙡𝙪𝙖𝙩𝙞𝙤𝙣 𝙨𝙝𝙤𝙬𝙘𝙖𝙨𝙚𝙙 𝙝𝙚𝙧 𝙙𝙚𝙚𝙥 𝙚𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚, 𝙖𝙣𝙙 𝙝𝙚𝙧 𝙧𝙚𝙖𝙡𝙞𝙨𝙩𝙞𝙘 𝙝𝙖𝙣𝙙𝙡𝙞𝙣𝙜 𝙤𝙛 𝙗𝙪𝙙𝙜𝙚𝙩 𝙖𝙨𝙨𝙪𝙢𝙥𝙩𝙞𝙤𝙣𝙨 𝙬𝙖𝙨 𝙧𝙚𝙢𝙖𝙧𝙠𝙖𝙗𝙡𝙚. 𝙃𝙚𝙧 𝙙𝙚𝙘𝙖𝙙𝙚𝙨 𝙤𝙛 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚 𝙖𝙧𝙚 𝙖 𝙩𝙧𝙪𝙚 𝙖𝙨𝙨𝙚𝙩." -Jaser Aqeedi, CEO of iDoc-Health "𝘼 𝙜𝙚𝙢. 𝙈𝙚𝙩𝙞𝙘𝙪𝙡𝙤𝙪𝙨, 𝙥𝙖𝙩𝙞𝙚𝙣𝙩, 𝙖𝙣𝙙 𝙙𝙞𝙡𝙞𝙜𝙚𝙣𝙩. 𝙈𝙤𝙣𝙞𝙘𝙖 𝙗𝙧𝙤𝙪𝙜𝙝𝙩 𝙨𝙤 𝙢𝙪𝙘𝙝 𝙩𝙤 𝙩𝙝𝙚 𝙥𝙧𝙤𝙟𝙚𝙘𝙩 𝙩𝙝𝙖𝙩 𝙬𝙚 𝙘𝙤𝙪𝙡𝙙 𝙨𝙚𝙚 𝙖𝙨𝙥𝙚𝙘𝙩𝙨 𝙤𝙛 𝙤𝙪𝙧 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙙𝙞𝙛𝙛𝙚𝙧𝙚𝙣𝙩𝙡𝙮, 𝙬𝙝𝙞𝙘𝙝 𝙜𝙧𝙚𝙖𝙩𝙡𝙮 𝙛𝙚𝙙 𝙤𝙪𝙧 𝙤𝙥𝙩𝙞𝙢𝙞𝙨𝙢. 𝙃𝙞𝙜𝙝𝙚𝙨𝙩 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙𝙖𝙩𝙞𝙤𝙣." - Michael Hoagland, CEO of Shopvana "𝙄𝙛 𝙮𝙤𝙪 𝙬𝙖𝙣𝙩 𝙖 𝙨𝙤𝙡𝙞𝙙, 𝙘𝙤𝙢𝙥𝙚𝙡𝙡𝙞𝙣𝙜 𝙥𝙞𝙩𝙘𝙝 𝙙𝙚𝙘𝙠 𝙩𝙝𝙖𝙩 𝙬𝙞𝙡𝙡 𝙩𝙚𝙡𝙡 𝙖 𝙨𝙩𝙤𝙧𝙮 𝙖𝙣𝙙 𝙘𝙖𝙥𝙩𝙞𝙫𝙖𝙩𝙚 𝙖𝙪𝙙𝙞𝙚𝙣𝙘𝙚𝙨, 𝙡𝙤𝙤𝙠 𝙣𝙤 𝙛𝙪𝙧𝙩𝙝𝙚𝙧. 𝙈𝙤𝙣𝙞𝙘𝙖'𝙨 𝙬𝙤𝙧𝙠 𝙞𝙨 𝙚𝙭𝙘𝙚𝙥𝙩𝙞𝙤𝙣𝙖𝙡. 𝙀𝙣𝙙 𝙤𝙛 𝙨𝙩𝙤𝙧𝙮." - Shareefah Hamilton Davis, CEO of Irie Psychiatry "𝙈𝙤𝙣𝙞𝙘𝙖 𝙬𝙖𝙨 𝙞𝙣𝙘𝙧𝙚𝙙𝙞𝙗𝙡𝙚 𝙩𝙤 𝙬𝙤𝙧𝙠 𝙬𝙞𝙩𝙝 𝙤𝙣 𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙢𝙤𝙙𝙚𝙡. 𝙎𝙝𝙚 𝙩𝙤𝙤𝙠 𝙩𝙝𝙚 𝙩𝙞𝙢𝙚 𝙩𝙤 𝙪𝙣𝙙𝙚𝙧𝙨𝙩𝙖𝙣𝙙 𝙖 𝙫𝙚𝙧𝙮 𝙘𝙤𝙢𝙥𝙡𝙚𝙭 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙖𝙣𝙙 𝙚𝙫𝙚𝙣 𝙘𝙧𝙚𝙖𝙩𝙚𝙙 𝙇𝙤𝙤𝙢 𝙫𝙞𝙙𝙚𝙤𝙨 𝙩𝙤 𝙬𝙖𝙡𝙠 𝙢𝙚 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝙞𝙩. 𝙏𝙝𝙖𝙣𝙠𝙨 𝙩𝙤 𝙝𝙚𝙧, 𝙄 𝙛𝙚𝙚𝙡 𝙛𝙪𝙡𝙡𝙮 𝙥𝙧𝙚𝙥𝙖𝙧𝙚𝙙 𝙩𝙤 𝙥𝙧𝙚𝙨𝙚𝙣𝙩 𝙩𝙝𝙞𝙨 𝙩𝙤 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨." -Gretchen TeBockhorst, CEO of FrameFlow
Monica C. has worked .
Numberly
Associated with
Numberly
$200K+
earned
George N.
$70/hr
100% Job Success
$1M+ earned
Available now
Offers consultations
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Top 0.1% - Financial Modeling, Investor Pitch Deck, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors - backed by STANFORD MBA and BIG 4 expertise. 🏆 $2B+ across fundraising and M&A transactions 🏆 500+ startups, businesses, and investors served 🏆 #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured 🏆 12+ years of experience in IB & VC | 100% Job Success FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach, Fundraising Campaign Management ✅ Fractional CFO, Financial Analysis (FP&A), Forecasting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK (100% 5-stars, 400/400 clients): “After more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.” — AI SaaS CEO | raised $35M Series B “True expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!” — FinTech Founder | raised $11.2M Series A round “George did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.” — VC Investor | $10B AUM RECENT PROJECTS: Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects. ABOUT ME: I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models). For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness. For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny. The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services. Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings. INDUSTRIES: • FinTech / SaaS • Artificial Intelligence (AI) / Machine Learning (ML) • Blockchain / Crypto • Cybersecurity • Oil and Gas / Renewable Energy / Solar • E-Commerce • Healthcare / Biotech • Real Estate (Residential, Commercial), PropTech • CPG / Manufacturing • EdTech • Transportation / EV / Automotive • Financial Services • Hospitality / Tourism • Agriculture / AgTech
George N. has worked .
$35/hr
88% Job Success
Available now
Offers consultations
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I specialize in helping startups and entrepreneurs secure funding through investor-ready business plans, business proposals, financial projections, and pitch decks, including documents tailored for SBA loans, grants, and private investors. I don’t just write documents, I deliver strategic, well-structured, and persuasive business solutions that position your business to attract investors, secure funding, and scale successfully. If you’re looking for someone who can take your idea and turn it into a clear, compelling, and funding-ready plan, I’d love to work with you. Here’s What Clients Say About My Work ⭐️⭐️⭐️⭐️⭐️ “KAY took our concept and transformed it into a professional, investor-ready business plan that exceeded expectations.” — Claudia K., Startup Founder ⭐️⭐️⭐️⭐️⭐️ “The financial projections were detailed, realistic, and exactly what we needed to secure funding.” — Mayer G., CEO ⭐️⭐️⭐️⭐️⭐️ “Very collaborative and understood our vision from start to finish. Highly recommend.” — Patricia M., Project Manager. ⭐️⭐️⭐️⭐️⭐️ “Delivered a top-quality business proposal that impressed both investors and partners.” — Michael T., Business Owner ⭐️⭐️⭐️⭐️⭐️ “Professional, responsive, and truly knowledgeable in business planning and funding strategies.” — Andrew L., Entrepreneur Services 📊 Business Plans (Startup & Investor-Ready) 📑 Business Proposals 💰 Financial Projections & Financial Modeling 📈 Pitch Decks & Investor Presentations 📊 Market Research & Analysis 🏦 SBA Loan & Grant-Focused Business Plans 📋 Investor Memorandum 📝 Statement of Purpose (SOP) 💼 Grant Writing 📌 Business Strategy & Consulting Tools & Expertise 📊 Microsoft Excel (Financial Modeling) 📄 Microsoft Word (Professional Documentation) 📊 PowerPoint (Pitch Decks) 📈 Financial Analysis & Forecasting 📚 Market Research & Business Strategy Why Work With Me ✔️ 10+ Years Experience in Business Planning & Strategy ✔️ Helped Clients Secure Nearly $100M in Funding ✔️ Delivered 1000+ Business Plans, Proposals & Financial Models ✔️ Strong Understanding of Investor & SBA Requirements ✔️ Professional, Reliable, and Results-Focused Let’s Work Together 📌 I’m ready to help you turn your idea into a clear, professional, and funding-ready business plan, proposal, or financial model. Let’s discuss your project and bring your vision to life.
Kay A. has worked .