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$30/hr
100%
Job Success
$10K+ earned
Offers consultations
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🚀 TURN YOUR BUSINESS IDEA INTO A FUNDED, STRATEGIC, AND INVESTOR-READY REALITY
Are you looking for a professional who can clearly articulate your business vision, strengthen your funding applications, and position you for long-term growth? I’m Ajayi Babatunde, a Business Planning, Grant Writing, and Strategy Specialist with 10+ years of experience helping startups, small businesses, and nonprofits secure funding, win approvals, and scale with confidence. I combine strategy 📊, research 🔍, and financial clarity 💰 to deliver documents decision-makers trust.
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🌟 HOW I CAN HELP YOU
📌 Business Plan & Business Plan Writing
I create comprehensive, lender- and investor-ready business plans that meet SBA, bank, and investor standards—clear, structured, and persuasive.
📝 Grant Writing & Grant Applications
I research, write, and align grant proposals to funder priorities, increasing competitiveness and compliance for nonprofit and business grants.
📈 Financial Projections & Financial Modeling
You’ll receive realistic 3–5 year projections, including revenue forecasts, cash flow, profit & loss, balance sheets, and break-even analysis.
🔍 Market Research & Market Analysis
Data-driven insights on industry trends, customer segmentation, demand validation, and competitive positioning.
🎤 Pitch Deck Development
Compelling, story-driven pitch decks that clearly communicate value, traction, and financials to investors, lenders, and grant reviewers.
🧭 Business Strategy & Planning
From feasibility studies to growth strategy, I help you make informed decisions backed by research and numbers.
📄 RFP & Business Proposal Writing
Clear, compliant, and persuasive proposals aligned with RFP requirements and evaluation criteria.
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⭐ PROVEN EXPERIENCE & RESULTS
Clients value my ability to simplify complex ideas, strengthen financial credibility, and deliver professional documents that open doors 🚪 to funding and partnerships. I’ve supported projects across technology, healthcare, agriculture, professional services, and nonprofit sectors, helping clients move from concept 💡 to execution 🚀.
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🛠️ MY SKILLS & EXPERTISE
✔️ Business Plan
✔️ Business Plan Writing
✔️ Grant Writing
✔️ Grant Application
✔️ Financial Projection
✔️ Market Research
✔️ Market Analysis
✔️ Pitch Deck
✔️ Business Planning & Strategy
✔️ Business Analysis
✔️ RFP Writing
✔️ Feasibility Study
✔️ Business Strategy
✔️ Business Proposal Writing
⚙️ Tools & Approach
Advanced Financial Modeling, Strategic Research, Investor & SBA Compliance, Clear Storytelling, Data-Driven Insights
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🤝 LET’S GET STARTED
If you need a business plan 📘, grant proposal 📝, pitch deck 🎯, or financial projections 📊 that are clear, credible, and results-focused, let’s talk. Click “Message” or “Hire” on Upwork and tell me about your project—I’m ready to help you move forward with confidence.
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🔑 KEYWORDS
Business Plan Writing, Business Plan, Grant Writing, Grant Application, Financial Projections, Market Research, Market Analysis, Pitch Deck, Business Strategy, Feasibility Study, RFP Writing, Business Proposal Writing, Business Planning & Strategy
Ajayi B.
has worked
.
$25/hr
100%
Job Success
$4K+ earned
Offers consultations
Start of list.
End of list.
𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙥𝙡𝙖𝙣 𝙬𝙧𝙞𝙩𝙚𝙧 𝙖𝙣𝙙 𝙥𝙞𝙩𝙘𝙝 𝙙𝙚𝙘𝙠 𝙙𝙚𝙨𝙞𝙜𝙣𝙚𝙧 𝙝𝙚𝙡𝙥𝙞𝙣𝙜 𝙛𝙤𝙪𝙣𝙙𝙚𝙧𝙨, 𝙨𝙩𝙖𝙧𝙩𝙪𝙥𝙨, 𝙖𝙣𝙙 𝙨𝙢𝙖𝙡𝙡 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨𝙚𝙨 𝙨𝙚𝙘𝙪𝙧𝙚 𝙛𝙪𝙣𝙙𝙞𝙣𝙜 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧-𝙧𝙚𝙖𝙙𝙮 𝙙𝙤𝙘𝙪𝙢𝙚𝙣𝙩𝙨 𝙩𝙝𝙖𝙩 𝙡𝙚𝙣𝙙𝙚𝙧𝙨 𝙖𝙣𝙙 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨 𝙖𝙘𝙩𝙪𝙖𝙡𝙡𝙮 𝙖𝙥𝙥𝙧𝙤𝙫𝙚. 𝙄 𝙝𝙖𝙫𝙚 𝙬𝙤𝙧𝙠𝙚𝙙 𝙬𝙞𝙩𝙝 𝙡𝙚𝙣𝙙𝙚𝙧𝙨 𝙖𝙣𝙙 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨 𝙛𝙤𝙧 3 𝙮𝙚𝙖𝙧𝙨+ 𝙨𝙤 𝙄 𝙠𝙣𝙤𝙬 𝙚𝙭𝙖𝙘𝙩𝙡𝙮 𝙬𝙝𝙖𝙩 𝙩𝙝𝙚𝙮 𝙡𝙤𝙤𝙠 𝙛𝙤𝙧 𝙞𝙣 𝙮𝙤𝙪𝙧 𝙥𝙡𝙖𝙣 𝙖𝙣𝙙 𝙙𝙚𝙘𝙠𝙨.
If you need an SBA loan business plan, investor pitch deck, or financial projections that can stand up to lender and investor scrutiny, you are in the right place.
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WHAT I DELIVER
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✔ SBA Loan Business Plans (SBA 7(a), 504, microloan-compliant)
✔ Investor-Ready Business Plans for VC, angel investors & accelerators
✔ Pitch Deck Design (PowerPoint, Google Slides, Canva, Figma)
✔ Financial Projections & Financial Models (3–5 year, Excel/Google Sheets)
✔ Bank Loan Business Plans for traditional lenders
✔ Startup Business Plans for pre-seed, seed & Series A fundraising
✔ Grant Writing & grant-ready business plans
✔ Market Research, TAM/SAM/SOM, Competitive Analysis
✔ Go-to-Market Strategy, Revenue Model & Executive Summary
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WHO I WORK WITH
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I work with founders and business owners across SaaS, FinTech, HealthTech, PropTech, Real Estate, and E-commerce; at pre-seed through Series A who need funding documents that go beyond a template and actually move lenders and investors to act.
My plans and decks have been used in:
→ SBA loan applications & bank loan submissions
→ Investor meetings & VC fundraising rounds
→ Accelerator applications (Y Combinator, Techstars & others)
→ Startup launches & business acquisitions
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MY PROCESS
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1. Deep-dive on your business model, target market & funding goals
2. Market research, competitive analysis & positioning
3. Narrative architecture; structuring your investor story
4. Financial model build; projections, unit economics, use of funds
5. Final design; clean, professional, investor-ready slides or documents
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SKILLS & TOOLS
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Business Plan Writing | Business Plan | SBA Loan | Bank Loan | Investor-Ready | Pitch Deck | Pitchbook | Financial Modelling | Financial Analysis | Financial Projections | Startup Consulting | Business Strategy | Business Analysis | Loan Approval | Business Valuation | Business Development | Business Model |Business Writing | Business Proposal | Market Research | Presentation Design | Quickbooks | LivePlan | Microsoft PowerPoint | Google Slides | Google Workspace | Canva | Figma | Excel
Send me a message or click Invite to Job let's talk about your funding goals.
Daniel O.
has worked
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$20/hr
100%
Job Success
$600+ earned
Available now
Offers consultations
Start of list.
End of list.
The truth is business growth does not happen by chance. It happens when strategy, market understanding, financial insight, and execution are aligned. Growth is not about doing more. It is about doing the right things with clarity.
Welcome to my profile where all your business worries are gone.
Many founders know what they want to do, but struggle to translate ideas into clear plans, sound financial decisions, or documents that actually work in the real world. That gap between vision and execution is where businesses stall. That is where I come in.
I provide strategic business guidance supported by financial analysis and modeling to help businesses move from uncertainty to clarity and informed execution. I work with founders, startups, and growing businesses to evaluate decisions, assess opportunities, and structure plans that are practical, defensible, and aligned with real objectives.
My work focuses on helping leaders think through strategy, growth direction, and financial implications by asking the right questions and translating answers into clear, actionable outcomes. This includes business planning, financial analysis, modeling support, and documentation that supports decision making rather than guesswork.
My approach sits at the intersection of strategy, execution, and legal style precision. Every engagement is designed to answer the questions decision makers actually ask.
- How should this business be structured to support growth?
- What do the numbers say about feasibility, risk, and opportunity?
- What should be included in a business plan or pitch narrative to make it credible?
- How can ideas be translated into a clear execution roadmap?
- What systems and documents are needed to operate professionally and reduce risk?
- How should this business be positioned for investors, partners, or internal alignment?
I do not just prepare documents or models. I help businesses think clearly, present confidently, and operate with structure and intent.
What I help clients with
◇ Business plans and growth strategies grounded in market logic and financial analysis.
◇ Financial analysis and modeling to support decision making, planning, and feasibility.
◇ Pitch narrative and content that communicates a clear, credible story.
◇ SOPs that turn day to day operations into scalable systems.
◇ Contracts, policies, and internal documents written with clarity, structure, and risk awareness.
I work best with clients who want things done properly. Not rushed. Not generic. Not copied from the internet.
If you already have ideas, notes, drafts, or financials, I will refine and structure them. If you are starting from zero, I will help you build the foundation the right way.
Let’s create clarity, structure, and decisions that actually move your business forward.
___________
© Best regards,
Keh...
Kehinde K.
has worked
.
$30/hr
100%
Job Success
Offers consultations
Start of list.
End of list.
If you're looking for a Business Plan, Financial Model, or Bookkeeping services, you're in the right place.
As an experienced professional with over 15 years of experience and credentials including Chartered Accountant, MBA in Finance, and Financial Markets and Regulations certification, I am committed to leveraging my knowledge and skills to help you achieve your business objectives.
✔ Business Plan
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Are you preparing to launch a startup or working on business development and expansion but need a comprehensive business plan to attract investment, a loan, or a grant? Look no further.
I specialize in writing customized business plans that provide an investor overview including executive summary, business analysis, business strategy, market research, product/service descriptions, sales and marketing strategy, operational plans, personnel and management team structure, as well as financial analysis and financial planning (involving financial modeling with finely tuned financial projections/ forecasting).
With my extensive knowledge and experience in business writing, I guarantee to provide you with an investor-ready business plan (in English) that is sure to impress even the most demanding investors.
✔ Financial Model
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Is your company in need of business modeling, financial planning, financial modeling, financial analysis, financial projection, forecasting, or company valuation? I'll create an exceptional financial model in Microsoft Excel that will work in line with your business plan/ pitchbook to persuade stakeholders/ investors.
The financial model will include a balance sheet, income statement, cash flow statement, equity statement, sales forecast, operating expenses, payroll, startup costs, break-even analyses, sensitivity analysis, ratio analysis, assets and loan schedule, and other financial reports.
As a seasoned financial modeling professional, I have collaborated with businesses spanning diverse industries. My knowledge and experience enable me to provide clients with valuable insights that assist them in making sound business decisions.
✔ Accounting & Bookkeeping Services
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Are you fed up with keeping track of your financial records and lacking accounting basics knowledge? Let me handle your financial accounting, bookkeeping, and related administrative support.
I provide professional bookkeeping services that include managing general ledgers, chart of accounts, transaction data entry, accounts payable, accounts receivable, inventory, fixed assets, payroll, bank reconciliation, tax preparation, budget management, month-end close assistance, and financial statements (including balance sheet, income statement, cash flow statement, and other financial reporting) using accounting software (particularly QuickBooks) and Microsoft Excel.
With my attention to detail and accuracy verification, you can rest assured that your financial records are in good hands.
✔ Reasons to Work with Me
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Rating: Top-rated status on Upwork with a perfect job success score and nearly 5-star ratings.
Specialization: Specialized in business plans, pitch decks, financial models, and bookkeeping services.
Portfolio: A portfolio of projects (business plans, financial models, and bookkeeping) spread across various industries.
Quality: High-quality work that exceeds clients' expectations.
English: Exceptional writing skills in English.
Collaboration: Close coordination to ensure the client's vision is reflected in the outcome.
Communication: Clear communication throughout the project, with regular updates to track work progress.
Availability: 40-56 hours a week availability.
Flexibility: Adaptable work schedules to the needs of the clients.
Deadlines: Priorities are set for deadlines to ensure that projects are finished on time.
Revisions: Providing unlimited revisions.
Professionalism: Highest standard of morality and professionalism.
File Formats: Submission of work in editable files (Microsoft Word, Excel, PowerPoint, and PDF) with 100% client ownership.
Muhammad I.
has worked
.
$195/hr
100%
Job Success
$300K+ earned
Offers consultations
Start of list.
End of list.
Welcome. I'm Dr. Shaun Digan, founder of Startup.Ready. and creator of the Startup Readiness Framework, and author of Persuade (Wiley, 2021).
Most founders who come to me need more than a business plan. They need clarity. On the problem they are solving, the market they are entering, the business model that makes it viable, and the financial reality underneath it all. A plan written without that clarity is a document. A plan written with it is a strategic asset.
Over 15 years I have worked with hundreds of early-stage founders and growth-oriented businesses across every stage of planning, from pre-revenue idea validation to investor-ready materials. I hold a PhD in Entrepreneurship from the University of Louisville and an MBA from the University of Cincinnati, and I have taught Business Planning, Entrepreneurship, and Innovation at the university level.
My work has helped entrepreneurs raise more than $200 million in funding, loans, and acquisitions.
What makes my approach different is the diagnostic layer underneath the deliverable. Before I write a word of your plan I evaluate the strength of your foundation across six dimensions: your problem clarity, market definition, business model, go-to-market strategy, financial viability, and founder readiness. That evaluation shapes everything that follows. The result is not just a well-written document. It is a strategically sound one.
I am an Expert Vetted, Top Rated Plus freelancer.
Services include business plans, pitch decks, financial projections, one-pagers, and confidential information memorandums.
If you want a plan that holds up under scrutiny, let's talk.
Dr. Shaun P. Digan, PhD
Founder, Startup.Ready.
CEO & Lead Strategist, Pro Business Planning
Shaun D.
has worked
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$15/hr
73%
Job Success
$10K+ earned
Offers consultations
Start of list.
End of list.
I help startups, founders, and businesses create investor-ready pitch decks, PowerPoint presentations, business plans, and financial models that clearly communicate ideas and attract funding.
If you are preparing for investor meetings, startup fundraising, or business presentations, I can transform your information into a professional and persuasive presentation that investors understand quickly.
Over the years, I have helped startups and businesses develop pitch decks, investor presentations, feasibility studies, and financial models that support strategic decision making and funding opportunities.
My goal is simple:
Turn complex business ideas into clear, structured, and visually powerful presentations.
Services I provide:
• Investor Pitch Deck Design
• Startup Pitch Deck Development
• PowerPoint Presentation Design
• Business Plan Writing
• Financial Modeling and Forecasting
• Market Research and Feasibility Studies
• Business Proposal and Investor Documents
Every business is different. That is why I focus on understanding your business model, target market, and growth strategy before building your presentation or business documentation.
What you can expect when working with me:
• Clear and professional investor presentations
• Structured storytelling for business ideas
• Financial projections that support your strategy
• Clean and modern PowerPoint presentation design
• Documents prepared for investors, partners, or stakeholders
I work with:
• Startups preparing for fundraising
• Entrepreneurs launching new ventures
• Companies improving investor communication
• Businesses preparing professional presentations
If you need a Pitch Deck, PowerPoint Presentation, Business Plan, or Financial Model, feel free to reach out.
I also offer a free 30-minute consultation to understand your project before starting.
Urooba K.
has worked
.
United States
$190/hr
100%
Job Success
Available now
Start of list.
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RATING★★★★★
Expert business plan writing and consulting by a nationally-recognized professional firm since 1979.
BPlanning is the leading national business plan writing firm offering products and services, changing the way serious companies approach the art of business management. We assist clients in the preparation of professional business plans that get results as well as provide onsite management consulting, project management, funding, and human resource products and services.
With over 40 years of experience in business strategy, investment advisory, and project management, I serve as Managing Director of BPlanning, one of the nation’s most established business planning and management consulting firms (founded 1979).
We operate on a transparent fixed-fee structure for comprehensive business planning engagements, ensuring clarity, accountability, and measurable value. Sample plans are available in our Upwork portfolio and on our website.
Why BPlanning
• 5,000+ clients served nationwide
• 500+ verified five-star reviews across Upwork and RFP platforms
• Millions of dollars in funding secured through our documentation
• Dedicated team of MBA and Ph.D.-level consultants, analysts, and financial modelers
Our clients have included organizations such as Shell Oil, Roche Diagnostics, Rockwell, YUM Brands, Kontron, the University of Hawaii, the University of Maryland, and numerous growth-stage ventures and nonprofits.
We also operate SBAplan, assisting clients with SBA and USDA-backed financing strategies.
Customized services and products include:
* Onsite & Offsite Consulting Services
* Strategic Business Plans
* Marketing and Action Plans
* Research
* Presentations
* Implementation Services
* Private Placement Memorandums
* Website Development
* Management Consulting
* Project Management
* Business Organization
* Fund Raising
* Human Resource services and products, including Policy & Procedure Manual, Employee Handbook, and several Instructional Business Manuals.
Leonard W.
has worked
.
$137/hr
100%
Job Success
$2M+ earned
Available now
Offers consultations
Start of list.
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Get 3X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide
🌟 The founders I work with are pitching at the high-stakes table. I help them crush it:
● "SoftBank is leading the round - $70M on 725 pre-money"
● “Sequoia wants to lead the round”
● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz”
● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER"
Founders that work with me are at LEAST 2Xing their raises.
⚡︎I cannot help everybody, but we may be a great fit if you are thinking:
● "There's millions on the line and I want the BEST"
● "Our story has changed since last round!"
● "I know how to run my business, but maybe I'm too close to it"
● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!"
● "The last pitch we did was embarrassing - I don't want that EVER again"
● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT"
We focus on Series A - D rounds ($2M minimum if Late Seed)
🦄 Past clients include:
Eterneva
Place Technology
PATH water
SVES
40+ Venture Capital / Private Equity / Hedge Funds
Working with me, you will
★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy
★ Put your best foot forward for your one shot with that Tier 1 investor
★ Anticipate investor objections and pre-handle them
★ Receive turnkey, investor-grade, futureproofed documents that raise capital
★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises
★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs
...and even save money by taking my high-quality work and reusing it in your sales decks
My clients have a LOT to say about me:
✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks
✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business
✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO
✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks
Not every business is my client, though. Some signs we might not be a good fit include:
✗ The company is struggling to pay salaries - can’t do that in good conscience
✗ ”Respect for others” is not a core value - we love working with awesome people we respect
I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in.
🔢 My stats:
● #1 globally on Upwork in Pitch Decks... and the entire Finance category
● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz
● Clients raised $22M / week in 2023 on avg + 3 IPOs
● Over 2,000 Pitch Decks + Business Plans built
● Over 1K financial forecasts built from scratch
● Featured in Forbes, TechCrunch, INC, Business Insider + more
🦄 About my company Unicorn Capital:
INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park.
Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.)
What we look for in a new client:
● Open mind, relaxed attitude
● Values integrity & relationships
● Focused on improving, lets their actions speak louder than words
● Knows our minimum scope, and wants the BEST
🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos
Sound like a fit? Next steps:
📺 Watch the videos on my Upwork profile and in my work examples
🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner
💬 Write me a personalized note including why you think we’re a good fit to work together
Expertise:
Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Narrative Strategy
Evan Heron F.
has worked
.
$175/hr
100%
Job Success
$600K+ earned
Available now
Offers consultations
Start of list.
End of list.
I build investor-ready and transaction-ready materials for founders, funds, family offices, private companies, and operators preparing for important capital moments: pitch decks, CIMs, business plans, financial models, lender packages, investor memos, board materials, and strategic partner decks.
I’m an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million.
Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions.
Over the past several years, I’ve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience.
Before building on my own, I completed Robert W. Baird’s leadership rotational development program inside one of the country’s leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured.
I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers.
I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies.
I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind.
In practice, I help clients with:
✅ Confidential Information Memorandums / CIMs
✅ Investor pitch decks and fundraising decks
✅ Business plans and executive memos
✅ Financial models and valuation support
✅ Private placement and capital-raising materials
✅ Lender packages and SBA financing materials
✅ Board decks, investor updates, and IC-style memos
✅ Strategic partner decks and transaction narratives
✅ Market research and competitive analysis
My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions.
Clients have used my work to secure funding from:
✅ Private investors and global investment syndicates
✅ Venture capital firms and private equity funds
✅ SBA-approved lenders, traditional banks, and alternative financing institutions
✅ Friends, family, angels, and strategic capital partners
Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if:
✅ You value a premium, investor-ready product
✅ You want thoughtful strategy, not just task completion
✅ You appreciate prompt, high-quality execution
✅ You communicate clearly and stay engaged throughout the process
✅ You understand that strong fundraising and transaction materials require real thinking, not shortcuts
I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University.
Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often.
I speak and write fluently in English and Spanish.
Click 'Invite' or 'Hire' to discuss your upcoming capital moment.
Carlos G. A.
has worked
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$95/hr
100%
Job Success
$100K+ earned
Offers consultations
Start of list.
End of list.
You don’t just need a freelancer; you need a partner who gets your mission, writes with purpose, and delivers results that raise money and drive momentum.
With 15+ years in nonprofit leadership, business strategy, and persuasive writing, I’ve helped organizations raise $12M+ in grant funding and thought leaders launch bestselling books. My writing doesn’t just sound good; it drives outcomes.
What I Bring to the Table:
✔️ Grant Writing That Gets Funded
Millions in awarded grants: state, federal, private, and foundation. I know how to frame your story to move funders and secure support.
✔️ Strategy + Execution for Nonprofit Growth
From program design to board development to revenue strategy, I help nonprofits and founders build sustainable models.
✔️ Bestselling Ghostwriting That Builds Authority
Books that get published. Stories that get noticed. I help founders and thought leaders create powerful narratives that open doors.
What Clients Say:
💬 “Sarah didn’t just help us get funding—she helped us grow.”
💬 “Her writing feels like magic. Clear, engaging, and totally on point.”
💬 “Professional, insightful, and incredibly easy to work with.”
Services I Offer:
🎯 Grant Writing & Research (Federal, State, Private, Foundation)
🎯 Nonprofit and Business Strategic Planning
🎯 Book Ghostwriting (Memoirs, Business, Thought Leadership)
🎯 Copywriting (Web, Fundraising, Pitch Decks)
🎯 Developmental Editing & Manuscript Coaching
Who I Work With Best
✅ Nonprofit leaders scaling their impact
✅ Founders launching initiatives or books
✅ Organizations with funding deadlines
✅ Clients who value communication, clarity, and collaboration
Let’s bring your vision to life with words that work and strategies that stick!
Are you ready to grow, get funded, or write something that matters? Let’s connect.
Sarah R.
has worked
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