I've helped 300+ founders across North America, Europe, and MENA raise capital and build businesses that scale with strategies backed by real market data and financial discipline. My corporate background runs through investments, public and private equity, and financial advisory, including equity analysis on US and Canadian public markets and due diligence on startups for PE firms. For the past 5 years, I've been working with startups and SMBs on: - Business Strategy & Execution: from idea to business planing to eventually helping you launch - Financial Planning & Strategy: setting up financial architecture, to budgeting and planning, and eventually offering regular Fractional CFO services at a fraction of the cost of a full-time CFO). How I can help: – Investor-Ready Documents & Data Room Preparation: I work with founders to create investor-ready business plans, pitch decks, market research, 3-5 year financial projections, dynamic financial models, and one-pagers. I prefer a consulting engagement where both me and the founder work together over a set period of time to prepare these deliverables (as opposed to a doc prep project). I've sat on the fundraising side enough times to know exactly what investors dig into when they see your numbers. – Financial Modeling: Whatever the decision calls for, operating and FP&A models, fundraise and scenario models, valuations and EBITDA normalization, LBOs and waterfalls, unit economics, cap tables. Built fully linked, auditable, and founder-readable, structured to hold when an investor stress-tests the assumptions rather than break the moment someone touches a cell. – Fractional CFO: Runway, unit economics, pricing strategy, board prep, equity and shareholder-loan design, financial control, budgeting, trackers, financial planning & analysis, policymaking etc. The ongoing finance judgment most early companies can't justify hiring full-time, with enough context on your business that the answer's ready before you ask. Startup Strategy Consultant: Whether you are bootstrapped or have secured early stage funding, and are looking for a strategy consultant with proven experience working with early stage founders to fine-tune your strategy, create an actionable roadmap, and take you from planning to launch, I'm here to help. WHY ME? - My background spans both sides of the table: venture capital and PE deal analysis, corporate internal audit, and hands-on fractional CFO work with growing businesses. - I advise two incubators in Canada and partner with a European venture firm, building the investor-ready documents they take to their portfolio's investors. - Master's in Finance from McGill, BSc from NYU. Send a model, a deck, a plan, or just describe what you're up against. I'll scope it same day.

🏦 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

Fractional COO / Business Operating System / EOS Integrator / Small Business Consulting ------------------------------------------------------------------------------------------------------------ Whether through strategic coaching or hands-on involvement, I help founders navigate the complexities of running a business, from optimizing operations to managing and developing teams. With over 15 years of experience, I provide "in the trenches" assistance with strategic planning, execution, building high-performing teams, streamlining processes, and leveraging technology for automation. Over the past several years, I focused on implementing business operating systems like Entrepreneurial Operating System (EOS), spearheaded complex business transformations, and provided fractional COO/Integrator support for over 200 founder-led firms worldwide in all industries with revenue from $2mm to $40mm. The following are things I can assist you with. ---------------------------------------------------- 1) Business operating system implementation like EOS that is tailored to your firm's needs to take your firm to the next level. 2) Fractional COO/Integrator to execute the CEO/Visionary's vision and goals, and help set up the team for success. 3) Strategic planning and execution. 4) Budget projections. 5) Problem solving and critical thinking. 6) Project and task management 7) Lead generation, sales and client onboarding. 8) Standard operating procedures (SOP) and process optimization. 9) System implementations and optimization. 10) Meeting facilitation, coaching and training. 11) People management to build a high performing team.

Ex-CXO | 36+ Years | I help manufacturing businesses cut costs, fix inefficiencies & scale operations using AI-Enabled Operational Governance +Customized Diagnostic Tools. I help manufacturing and growth-focused businesses eliminate inefficiencies, scale operations, and improve profitability—fast. With 36+ years of experience, including CXO-level leadership in global manufacturing organizations, I bring a rare blend of hands-on operational expertise, strategic thinking, and AI-driven transformation to every engagement. I don’t offer generic consulting—I solve real business problems that impact your bottom line. What I Can Do for You ✔ Operations & Manufacturing Excellence Lean, KAIZEN, TPM, TQM, 5S implementation to drive productivity and reduce costs ✔ Business Transformation (AI-Enabled) Integrating data, dashboards, and AI insights for smarter decision-making ✔ Process Optimization & Bottleneck Removal Identify constraints, improve throughput, and streamline workflows ✔ Strategic Consulting & Growth Planning Market research, GTM strategies, and scalable business models ✔ Financial Modeling & Business Planning Investor-ready financials, forecasting, and decision support ✔ Supplier Sourcing & Cost Optimization RFQs, negotiations, audits, and global sourcing strategies ✔ Corporate Governance & ESG Advisory Structured frameworks for sustainable and compliant growth My Background: Former Unit Head / Operations Leader at global MNCs like Roca, Saint-Gobain, H&R Johnson Led large-scale manufacturing operations, teams, and turnaround initiatives Founder & CEO of S3 Optistart Consulting Certified in Strategy (IIM), Finance (Illinois), Supply Chain (Rutgers), AI (Google, IBM) What Makes Me Different: ✔ 36+ years of real industry experience (not just theory) ✔ Proven track record in turnarounds & performance improvement ✔ Ability to combine operations + finance + strategy + AI ✔ Strong execution focus—not just recommendations Typical Results Clients See: 15–30% improvement in operational efficiency Significant cost reductions through Lean initiatives Clear, data-driven decision systems Scalable processes for growth Let’s Work Together: If you’re looking for a trusted partner to streamline operations, solve complex challenges, and drive measurable growth, let’s connect.

Fractional COO for founder-led businesses between £500k and £10m revenue. I build the operational infrastructure, decision governance, accountability structures, forecasting systems, that lets founders scale without being the bottleneck. I've done this across SaaS, e-commerce, financial services, digital agencies, and professional services. The presenting problems are always different. The structural ones rarely are: decisions bottleneck at the top, the team waits, delivery wobbles, and the founder is everywhere and nowhere. 𝗪𝗵𝗮𝘁 𝗧𝗵𝗮𝘁 𝗟𝗼𝗼𝗸𝘀 𝗟𝗶𝗸𝗲 𝗶𝗻 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 At a real estate SaaS company, I built a customer success function from scratch, redesigned onboarding, and installed upsell and reactivation workflows. Over 8 months: MRR grew from £42k to £71k, churn dropped from 4.8% to 2.7%, and NRR moved from 101% to 114%. At a 40-person financial education business, the founder was the operating system — every decision routed through him. I rebuilt decision rights and accountability structures so team leads owned their areas. Within 60 days, escalations dropped by more than half and he got his weekends back. At a US tax advisory firm, I built the sales operation from scratch, scripts, SDR structure, onboarding, CSM framework. Monthly sales went from $20k to $60k in six months. These aren't edge cases. This is what happens when operations catch up with ambition. 𝗛𝗼𝘄 𝗜 𝗪𝗼𝗿𝗸 I bring two things most fractional operators don't. The first is 11 years of ex-military service — including special ops — where the job was to assess fast, identify the real problem, and execute under pressure with limited margin for error. That discipline transfers directly into business operations, change management, and building teams that perform without being managed. The second is technical implementation capability. I don't just redesign your operations and hand you a plan. I build the systems, accountability dashboards, CRM architecture, AI-assisted workflows, automated reporting. You get a working operational infrastructure, not a strategy deck. I've managed a £750m programme portfolio at a global technology corporation. Delivered £300m in operational savings at a UK managed services business. Run GTM strategy for companies expanding into Saudi Arabia and the UAE. Stood up operations in environments where there were no systems at all. I know what scales and what doesn't. 𝗪𝗵𝗮𝘁 𝗜 𝗛𝗲𝗹𝗽 𝗪𝗶𝘁𝗵 Fractional COO and Director of Operations engagements for businesses that need senior operational leadership without a full-time hire. Operational diagnostics for founders who know something's wrong but can't see where. Decision governance and accountability framework design. CRM build and sales pipeline architecture. Business process improvement and change management. Business mentoring for founders scaling from operator to leader. Chief of Staff and Head of Operations roles where senior judgment is needed, not just execution. 𝗪𝗵𝗼 𝗜 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 Founders of businesses between £500k and £10m revenue, typically 10 to 50 people, where growth has outpaced the structure underneath it. Usually they're working harder than ever and getting less traction. The problem is almost never the market. It's the operating model. I'll tell you what's actually wrong — including if it's something uncomfortable. That's the job. 𝗛𝗼𝘄 𝘁𝗼 𝗦𝘁𝗮𝗿𝘁 Send me three things: what your business does and how big the team is, where growth has stalled or operations are breaking down, and whether you need ongoing operational leadership, a specific build, or a diagnostic first. I'll respond within 24 hours and tell you directly whether I can help and how I'd approach it.

Fractional Chief Operations Officer | EOS Integrator | Strategic Integrator | Multi-Company CEO Services | Right-Hand to 9 Figure Founders $150.00/hr Chief Operations Officer | EOS Integrator | Strategic Operator | Execution Architect | Force Multiplier | Right-Hand to 9 Figure Founders Specialized in $10K - 25K per month retainers for scaling founder-led businesses (EOS implementation, capital raing ops, revenue systems). I’m the Fractional Chief Operations Officer CEOs call when they’re running multiple companies and personal projects faster than their systems can keep up. For 15+ years I’ve served as the strategic right hand to 9- and 10-figure founders — translating vision into living roadmaps, aligning priorities across entities, and driving execution while protecting the CEO’s time and focus. I’m new to the Upwork platform in 2025, but I’ve spent the last 15+ years as a fractional Chief Operations Officer and LinkedIn Strategist for founders and executives in AI, fintech, blockchain, and venture-backed startups — including roles that directly supported $1B+ in capital commitments. Just search ‘Wendy Feliu’ on LinkedIn - I’m the only one and my profile is public. What I deliver every week for clients in your exact situation: • Weekly CEO syncs → structured plans + ruthless prioritization • One living Notion roadmap that keeps every company and personal project in sync • Cross-entity alignment (ops, finance, legal, family office, real estate, personal) • Integration of business + personal calendars, goals, and deliverables • The Nonet Pillars — my proprietary framework of nine interconnected disciplines that turns chaos into momentum Fast-paced growth companies: • Built and scaled content production systems and editorial calendars that drove 40%+ engagement growth for executive-led brands • Recruited, onboarded, and performance-managed distributed creative and ops teams (writers, designers, marketing, customer-acquisition specialists) • Designed and ran integrated sales + marketing playbooks across real-estate, fintech, and lifestyle portfolios • Stood up full back-office operations (CRM, project management, SOPs, budgeting) for 7-, 8-, and 9-figure operating companies in under 90 days Optional Add-On: LinkedIn Authority Engine ($4k–$8k/month extra): I also run LinkedIn for the founders I serve — turning raw voice notes and half-ideas into content that pulls in investors, talent, and customers. One founder’s posts alone helped close $1B+ in commitments. Another saw 40%+ engagement growth and 15% more inbound leads in 90 days. Zero extra meetings from you - we layer this on top of the COO retainer. Research & Strategic Intelligence: • Built and maintained proprietary database of 16,000+ U.S.-based ultra-high-net-worth individuals and family offices • Conducted due-diligence and background research on investors, partners, and vendors across fintech, AI, blockchain, and real estate • Researched and summarized complex topics into executive-ready 1–2 page briefs and presentations If you need someone to “manage tasks,” hire an assistant. If you need the operator who becomes the central nervous system for your entire ecosystem, let’s talk. US-based (EST) | Available 24/7 Chief Operations Officer | Chief of Staff to CEO | Strategic Operator | Execution Architect | Force Multiplier PROFESSIONAL SUMMARY: • Strategic Chief Operations Officer and execution architect with 15+ years partnering with founders, CEOs, and UHNW principals to translate vision into impact. • Creator of The Nonet Pillars of Strategic Business Excellence — nine integrated disciplines linking strategy, operations, and communication for measurable results. • Partnered directly with global founders and investors to operationalize multi-venture strategy, secure $1B+ in funding, and unify execution across continents. CORE COMPETENCIES: Strategic Execution | Operational Architecture | Cross-Functional Alignment | Executive Communication | Investor & Board Relations | Organizational Rhythm | Strategic Influence | System Design | Research & Intelligence EDUCATION & CERTIFICATIONS: Georgia Southern University – Business Administration Degree Licensed Florida Real Estate Agent Advanced Executive Operations & Strategic Communications Training EARLIER CAREER: AT&T - Chief of Staff, Public Relations AT&T - Manager, Human Resources AT&T - Manager, Events & Promotions

You’ve built a strong founder-led business — but growth is still running through you. I help scaling founders remove founder dependency, build operational capacity, and create the business architecture needed to grow without chaos. As a Fractional COO and Strategic Operations Partner, I work with founders whose business is already working — but the delivery, team, decisions, systems, and leadership rhythm have not yet caught up with the level of growth they’re trying to hold. Fractional COO | Strategic Operations Partner | Upwork Expert-Vetted | Top Rated | $200K+ Earned | 90%+ Job Success Most of my clients come to me when growth has started to expose the cracks behind the scenes. The business is making money. The clients are there. The opportunity is real. But the founder is still too involved in every decision, every delivery issue, every team question, every client escalation, and every moving part. That is founder dependency. And it is usually not solved by hiring another assistant, adding another tool, or writing another SOP. It requires stronger business architecture. I help founders build the operational capacity required to scale. Together, we may work on: • Founder dependency and bottleneck removal • Business architecture and operating model design • Team roles, decision rights, and accountability • Delivery systems, SOPs, and client experience • KPI dashboards and visibility systems • Pricing, packaging, retention, and margin improvement • Leadership rhythm, operating cadence, and calm CEO decision-making • Strategic priorities and execution systems for the next stage of growth This is not surface-level strategy. It is the work of making the business easier to run, easier to lead, and less dependent on the founder carrying everything. CLIENT RESULTS INCLUDE: • 10–15+ hours/week freed from day-to-day operations • Stronger execution without constant founder involvement • Clearer team ownership and decision-making • Improved margins through simpler, more effective systems • Increased revenue through better pricing, positioning, delivery, and operational clarity • A business that feels structured, calm, and back under control RECENT CLIENT WORK: • Helped a scaling mental health practice remove operational bottlenecks, improve decision-making, and prepare the business for acquisition • Supported a construction business through operational restructuring, KPI visibility, and a 28.6% revenue increase within 4 months • Partnered with a data analytics agency to strengthen sales, leadership, and scalable delivery foundations • Helped a creative agency move from reactive delivery into a clearer operating structure • Supported SaaS, consulting, agency, wellness, construction, community, and expert-led businesses through growth-stage complexity HOW I WORK: Assess We identify what is actually breaking under scale: founder dependency, delivery drag, team confusion, unclear decision rights, weak visibility, pricing strain, or operational complexity. Architect We design the business architecture: roles, responsibilities, rhythms, systems, priorities, KPIs, and decision flows. Align We create the leadership and execution structure needed for the founder and team to operate with more clarity and less reactivity. Accelerate We implement what matters most so the business becomes calmer, stronger, and more scalable. WHO THIS IS FOR: This is a strong fit if: • You are a founder, CEO, consultant, agency owner, or expert-led business owner • Your business is around $500K–$5M+ revenue • Growth is happening, but it still depends too heavily on you • You want strategic ownership, not task-based support • You need someone who can see the full business model, not just isolated operations • You are ready to build the structure for your next stage of scale This is not a fit if: • You are looking for a VA, OBM, admin support, or task-based project manager • You only want someone to “write SOPs” without addressing the business model underneath • You are very early-stage and still validating your offer • You want low-cost execution rather than strategic partnership • You want coaching without operational change ABOUT ME: I bring 20 years of experience across finance, strategy, operations, consulting, and founder advisory. I have built my own 7-figure consulting business, worked with founders and CEOs across multiple industries, and generated around $300K through Upwork while being recognised as Expert-Vetted / Top 1%. My strength is seeing the full system: business model, delivery, operations, leadership, decision flow, team capacity, pricing, and growth strategy — then simplifying it so performance becomes sustainable. If your business is growing but still depends too heavily on you, let’s start with a focused strategy conversation.

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

❇️ 𝐈 𝐡𝐞𝐥𝐩 𝐁𝟮𝐁 𝐚𝐧𝐝 𝐒𝐚𝐚𝐒 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐛𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐚𝐛𝐥𝐞 𝐒𝐚𝐥𝐞𝐬, 𝐆𝐓𝐌 𝐚𝐧𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐛𝐲 𝟐𝐗–𝟒𝐗 𝐚𝐧𝐝 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 𝐨𝐮𝐭𝐛𝐨𝐮𝐧𝐝 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐞 𝐫𝐚𝐭𝐞𝐬 𝐮𝐩 𝐭𝐨 𝟏𝟎–𝟏𝟓%.. I’m Pascal, a 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐌𝐎 and 𝐑𝐞𝐯𝐎𝐩𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 with 15+ years in executive growth roles, helping B2B and SaaS companies design Go-To-Market systems that turn lead generation into predictable revenue. I don’t optimize channels. I architect revenue systems. ✔️𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁? I don’t treat B2B sales, marketing, CRM, outbound, and AI as separate functions. I design Revenue Operations (RevOps) and GTM systems that align pipeline generation, forecasting, and sales execution to drive predictable revenue growth. 𝐈 𝐡𝐞𝐥𝐩 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐭𝐡𝐢𝐬 𝐢𝐧𝐭𝐨 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐆𝐓𝐌 𝐚𝐧𝐝 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐝𝐞𝐥𝐢𝐯𝐞𝐫: ✔ Consistent qualified sales pipeline ✔ Higher outbound reply and conversion rates ✔ Structured go-to-market (GTM) execution ✔ Full funnel visibility from lead to revenue ✔ Reduced manual sales effort and operational chaos 𝐓𝐲𝐩𝐢𝐜𝐚𝐥 𝐢𝐦𝐩𝐚𝐜𝐭 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝: ✔ Outbound reply rates increased from 3–5% to 10–15% ✔ Qualified meetings improved by 30–45% through better ICP targeting ✔ Sales pipeline growth increased by 2–4x through structured outbound systems ✔ Significant improvement in CRM accuracy and forecasting visibility ✔ 30–50% reduction in manual sales operations workload ✔ Faster movement from lead generation to closed revenue ✔ Stronger alignment between marketing, sales, and revenue operations 𝐖𝐡𝐚𝐭 𝐬𝐞𝐭𝐬 𝐏𝐚𝐬𝐜𝐚𝐥 𝐚𝐩𝐚𝐫𝐭: ✔ Data-driven outbound and sales strategy (not generic lead lists) ✔ GTM systems built around buyer intent and timing signals ✔ Revenue operations thinking applied to sales execution ✔ Deep focus on pipeline quality, not just volume ✔ Scalable systems designed for predictable B2B revenue growth ✔ Experience across B2B Sales, GTM strategy, outbound execution, and RevOps alignment 𝗪𝗵𝘆 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 & 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 𝗵𝗶𝗿𝗲 𝗣𝗮𝘀𝗰𝗮𝗹: They need predictable pipeline without building a full outbound team They want better conversion visibility across sales systems They need structured GTM execution instead of random outreach They are tired of disconnected freelancers and tools They want scalable revenue systems instead of short-term campaigns They need experienced operators who understand real sales execution 📩 Send a message with: • Current ARR • Sales motion (Inbound / Outbound / Hybrid / PLG) • Where revenue breaks today If there’s alignment, I’ll outline the fastest path to stable, scalable B2B growth. ✔ 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Fractional CMO, RevOps Consultant, Revenue Operations, Go-To-Market Strategy, GTM Strategy, B2B Growth Consultant, B2B Lead Generation, Sales Funnel Optimization, HubSpot Consultant, Salesforce CRM, CRM Implementation, Pipeline Optimization, Sales Process Design, Demand Generation, Outbound Sales Strategy, Account Based Marketing, Sales Automation, AI Sales Automation, AI Lead Generation, SaaS Growth Strategy, Revenue Growth Strategy, Forecasting, Revenue Architecture, Marketing Automation, SDR Systems, Revenue Attribution, Conversion Optimization, Pipeline Acceleration, CAC Reduction

🏆 Top 1% Fractional CMO/CRO operating at board and C-suite altitude. ARR Impact $500M to $1.8B | 3,000+ Campaigns | $15M+/mo Ad Spend 🌎 MBA and ESADE Executive Master in Finance. 15+ years of global revenue leadership across PE/VC-backed and growth-stage companies. Most organizations I engage with have the same structural problem: campaigns are running, leads are flowing, and the pipeline is still flat. The issue is never top-of-funnel. It's the misalignment between marketing's definition of a qualified lead and sales' reality at the close, compounded by a CRM that reflects activity rather than truth, and a reporting layer that gives leadership false confidence in numbers nobody operationally trusts. I come in at the revenue engineering level, aligning demand generation through closed-won into a single operating model, establishing clear handoff accountability, and building the measurement infrastructure that connects spend to revenue outcome. The result is a pipeline that reflects commercial reality and a growth motion that can actually be scaled. My clients have seen CAC drop from $521 to $12, peak ROAS of 74.67x, and conversion lifts above 115%. Across 15+ years and $500M to $1.8B in aggregate ARR impact, I've led RevOps builds, GTM launches, and demand generation programs across PE/VC-backed and growth-stage SaaS and B2B companies. I operate at board and C-suite altitude. Most engagements begin with a Revenue Engineering Sprint and retain from there. 🌟🌟🌟🌟🌟 “Roger operates at a true CMO/CRO level. Clear thinking, fast diagnosis, and immediate revenue clarity. He rebuilt our GTM strategy and RevOps in weeks, not months.” 🌟🌟🌟🌟🌟 “Sharp. Senior. Strategic. Roger is the kind of partner founders and CEOs rarely find. He brought structure, focus, and commercial rigor that shifted our entire revenue trajectory.” 🏭 INDUSTRIES SERVED Technology and SaaS, Financial Services and Fintech, Healthcare and HealthTech, Consumer Goods and CPG, B2B Services and Consulting, PE/VC Capital Portfolios, D2C Ecommerce 🎯 WHAT I DELIVER 1. Revenue System Audit and Build - Diagnose exactly where your pipeline is leaking, where marketing and sales are misaligned, and what the fix costs in time and resources. Then build the system that solves it, from strategy through execution. 2. CRM, RevOps & AI Automation - Clean data, tight handoffs, and predictable pipeline through RevOps Quantum. HubSpot and Salesforce architecture, AI-powered automation, and GTM operations that give your leadership team a single source of revenue truth. 3. Fractional CMO - Embedded C-suite marketing leadership across brand strategy, positioning, go-to-market strategy, PPC and paid advertising, demand generation, marketing operations, team leadership, budget management, and board reporting. 4. Fractional CRO - Pipeline acceleration, business development, sales-marketing alignment, Revenue Operations (RevOps), sales process optimization, forecasting, win rate improvement, and revenue growth. ⚙️ CORE TECHNOLOGY STACK CRM & RevOps: HubSpot (Certified) · Salesforce · Attio · Microsoft Dynamics Performance Media: Google Ads (Certified) · Meta · LinkedIn · YouTube · Microsoft Ads Programmatic: The Trade Desk · DV360 · Xandr · Amazon DSP Analytics & BI: GA4 · Looker · Tableau · Power BI · Mixpanel · Amplitude · Heap · PostHog ABM & Intent: 6sense · Demandbase · Bombora Revenue Intelligence: Gong · Clari · Outreach · Salesloft Automation: Zapier · Make · N8N · Marketo · Klaviyo (Partner) Data & Enrichment: Clay · Apollo · ZoomInfo · Segment · Clearbit AI & AEO: ChatGPT · Claude · Jasper · Perplexity Modeling: Python · R · SQL - LTV, CAC, churn prediction, segmentation 🚀 HOW ENGAGEMENTS WORK • Most start with a Revenue Engineering Sprint: diagnose, blueprint, sequence the phase shift. Majority retain to execute. • From there, clients typically retain on Fractional CMO or CRO - ongoing embedded leadership • Standalone RevOps and CRM Build-Outs available for HubSpot, Salesforce, automation, and pipeline hygiene • PE Portfolio engagements structured separately - operator-level oversight across holdings 📩 NEXT MOVE Most engagements begin with a paid Revenue Engineering Sprint: diagnose the leak, blueprint the fix, sequence the build. Stands alone or leads into embedded Fractional CMO or CRO work. Message me and we'll establish fit. Roger M. | Fractional CMO/CRO · Founder, RevOps Quantum and Belegaer Capital [Keywords: HubSpot, HubSpot Implementation, CRM Migration, Salesforce Administrator, RevOps, Revenue Operations, Marketing Automation, AI Automation, Chief Marketing Officer, Chief Revenue Officer, GTM Consultant, B2B Growth Consultant, SaaS Marketing Consultant, Pipeline Management, Account-Based Marketing, Marketing Attribution, LTV CAC Optimization, MQL to SQL Conversion]