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Gary N.
$275/hr
100% Job Success
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$1.25B+ raised across debt and equity. Former Big 6 CPA. 30+ years helping founders, executives, and investors make better decisions with financial modeling and analysis, valuations, due diligence, and strategic business planning. I help companies with financial modeling that supports fundraising, M&A, restructuring, buyouts, cap table decisions, and major strategic moves. My goal? To give founders and investors financial modeling and decision support they can actually rely on when the numbers matter, the documents matter, and the outcome matters. I look at businesses the way operators and dealmakers do, not the way typical consultants with little operating experience do. 𝙒𝙝𝙮 𝘾𝙡𝙞𝙚𝙣𝙩𝙨 𝙃𝙞𝙧𝙚 𝙈𝙚: 𝟭. Raised over $750M in debt and $500M in equity 𝟮. Former Big 6 CPA with 30+ years of hands-on operating and deal experience 𝟯. Top Rated Plus and 100% Job Success on Upwork with $80K+ earned 𝟰. Built financial modeling for fundraising, acquisitions, buyouts, and strategic planning 𝟱. Strong in financial analysis, valuation, due diligence, and business plan development 𝟲. Worked on deals involving companies like Foot Locker, Revlon, Kmart Corp., Heritage Partners, and Merrill Lynch Capital Partners 𝟳. Deep experience with cap tables, Carta-related advisory, equity financing, convertible notes, and stock option matters 𝟴. I bring the perspective of a CFO, operator, dealmaker, and contract negotiator — not just an advisor reading from A.I. and templates 𝙒𝙝𝙖𝙩 𝙄 𝘿𝙤: 𝟭. Financial modeling for fundraising, M&A, restructurings, cap tables and investor decisions 𝟮. Financial analysis for high-stakes business, operating, and transaction decisions 𝟯. Business plan writing and investor-ready business documents 𝟰. Due diligence support, data room review, and transaction preparation 𝟱. Valuation models, IRR models, and deal economics analysis 𝟲. Cap table strategy, cap table cleanup, and Carta support 𝟳. Cash flow modeling and multi-year forecasting 𝟴. Capital raising support, pitch deck support, and investor overview materials 𝟵. Strategic planning for founders, boards, and leadership teams 𝟭𝟬. Deal structuring support for equity financing, SAFEs, convertible notes, LLC structures, and buy/sell transactions 𝙒𝙝𝙖𝙩 𝙏𝙝𝙖𝙩 𝙇𝙤𝙤𝙠𝙨 𝙇𝙞𝙠𝙚: 🔹 Financial modeling that helps founders raise capital with clearer numbers and stronger logic 🔹 Financial analysis that turns messy business data into decisions management can act on 🔹 Business plan and investor materials built for real scrutiny, not just presentation 🔹 Due diligence support that helps clients stay organized before problems become expensive 🔹 Valuation work that gives buyers, sellers, and founders a more realistic view of deal value 🔹 Cap table and equity work that helps companies understand ownership, dilution, and structure before they make the wrong move 🔹 Cash flow analysis and forecasting that help leadership teams see risk earlier and plan better 𝙒𝙝𝙤 𝙄 𝙒𝙤𝙧𝙠 𝘽𝙚𝙨𝙩 𝙒𝙞𝙩𝙝: 𝟭. Founders preparing for fundraising, acquisition, restructuring, or a major capital decision 𝟮. Businesses that need serious financial modeling, not surface-level spreadsheets 𝟯. Underperforming companies in need of downsizing, streamlining and cash flow management 𝟰. Owners who want strong financial analysis, valuation, and due diligence before making expensive decisions 𝟱. Companies that need a sharp business plan, investor overview, or pitch-deck financial backbone 𝟲. Leadership teams that value logic, structure, and clear thinking over noise 7. Clients who want a collaborative advisor who can solve complex business puzzles without being combative 𝙏𝙤𝙤𝙡𝙨: Microsoft Excel, Microsoft Office (including Excel with VBA scripting), Google Sheets, Google Workspace, QuickBooks Online, VBA, PowerScript, Acrobat, Wondershare, ChatGPT, Claude, Perplexity, Zoom, Microsoft Teams If you need financial modeling, financial analysis, valuation, due diligence, restructuring or a business plan that can stand up to real investor, lender, or transaction scrutiny, send me a message. I reply fast, ask the right questions, and tell you straight what is worth fixing first.
Muhammad Taqi C.
$45/hr
100% Job Success
$600K+ earned
Available now
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This is Taqi Chapra, C.E.O of TAFSOL TECHNOLOGIES Group!! 🎯 Aiming to deliver $10M+ Projects in 2026-2027 "25th profound member of the OpenJS Foundation among other tech giants, including Google, Microsoft, IBM, Uber, and Coinbase, etc." "Proud Official Odoo Partner — delivering intelligent, enterprise-grade ERP & CRM solutions for global business excellence." "Actively contributing to Official WordPress, the platform behind millions of websites." "Honored WWF Corporate Member 🌿 Because saving the world is just a side gig! 💼🌎" TAFSOL Technologies is an Award-Winning Digital Agency Recognized by Clutch. co and Manifest as: 1. TOP B2B (Business-to-Business) SERVICES by Clutch. co in the Mobile App Development category. 2. MOST REVIEWED COMPANIES by The Manifest in the Software Development category. Our team of skilled professionals has extensive experience in providing a wide range of digital services such as: ✅ AI Development & Integration to transform your business ✅ Mobile App Design and Development ✅ Vibe Coding & AI-Powered Development using Lovable, Claude Code, Bolt.new, Base44, Cursor, and other AI-assisted development tools for Rapid MVPs, SaaS Platforms, Web Apps, Mobile Apps, and Business Automation ✅ CRM Design and Development ✅ SAAS-based platform Design and Development ✅ ERP solutions Design and Development ✅ Website Design and Development ✅ Blockchain and smart contracts Development on Ethereum, BNB Smart Chain, Solana, Polygon, etc. ✅ Logo and Graphics Designing ✅ Blender (3D modeling/animation), Unity (game engine/real-time development), and Unreal Engine (3D creation tool) At TAFSOL, we understand that having a strong online presence is crucial to the success of any business. That's why we take a comprehensive approach to our services, ensuring that every aspect of your digital presence is optimized for maximum impact. From creating eye-catching logos to developing fully-functional and user-friendly websites, web apps, and mobile applications. Tech Stack We Are Proficient In: Frontend Development Frameworks ✅Reactjs ✅Nextjs ✅Vuejs ✅Angular ✅React Native ✅TypeScript ✅Tailwind CSS ✅Bootstrap ✅Storybookjs ✅Three.js Backend Development Frameworks ✅Nodejs ✅Expressjs ✅Nestjs ✅Typescript ✅ASP.net ✅Core PHP ✅PHP Laravel ✅Python ✅Django ✅FastAPI ✅REST APIs ✅GraphQL ✅SOAP APIs Mobile Development ✅React Native ✅Flutter Databases ✅PostgreSQL ✅MongoDB ✅MySQL ✅SQL ✅Redis ✅Supabase ✅Neo4j (Graph Database) ✅Pinecone ✅Weaviate ✅FAISS ✅Chroma ✅pgvector Cloud and DevOps ✅AWS ✅Google Cloud ✅Microsoft Azure ✅Docker ✅Kubernetes ✅CI CD pipelines ✅Nginx AI and Automation ✅OpenAI APIs ✅RAG pipelines ✅Vector databases ✅LangChain ✅AI agents ✅OCR pipelines ✅Computer vision integrations CMS and Ecommerce ✅WordPress ✅Shopify ✅WooCommerce ✅Headless CMS ✅Sanity ✅Strapi Payments and Integrations ✅Stripe ✅PayPal ✅Affirm ✅Twilio ✅SendGrid ✅Google Maps API ✅Zapier What we Offer: ✅ 100% Client Satisfaction Rate ✅ 200+ Years of Accumulated Team Experience in IT Services ✅ 1500+ List of Satisfied Clients ✅ 140+ In-house Resources ✅ 55+ Countries in Which Our Clients are Based ✅ Quick Response Time of less than 2-3 Hours ✅ 5 Star Rated Profile Across All Platforms ✅ Dedicated Project Managers with Fluent English ✅ Support Services are available 5 days a week in EST, PST, MST, and GMT time zones (Partial Weekend Support) ✅ Physical Presence in the UK, USA, UAE, and PK Let's start a chat here on Upwork so we can discuss your requirements in detail and share our ideas with you. You can also google us “Tafsol Technologies” and enjoy exploring more about our amazing services and reviews. Thanks for Visiting our Profile!! Expertise: AI Development & Automation, Machine Learning, Computer Visions, AI Chatbot Development, ChatGPT Integration, LLM & NLP, Mobile App Development, CRM Development, SaaS Development, Web App Development, Blockchain & Smart Contracts, ERP Solutions, Industrial Automation, UI/UX Design, WordPress Development, Shopify Development, E-commerce Development, Database Management, ERP Development, Custom Software Development
Tafsol Technologies
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Tafsol Technologies
$300K+
earned
Gabriel A H.
$50/hr
100% Job Success
$200K+ earned
Available now
Offers consultations
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Is your finance team built for your next stage of growth? Let's be honest. When you're focused on scaling, it's easy for the financial side of things to become a blur of spreadsheets and late reports. If you're not getting clear, actionable insights from your numbers, you're probably missing out on growth opportunities or worse, leaving money on the table. I help founders and CEOs in SaaS, E-commerce, Crypto, and Real Estate fix that. And to prove I can, I'll find you at least 3 specific ways to boost your profitability in the next 30 days. Guaranteed. A Free, No-Pressure Financial Review Let's hop on a free 30-minute call. We'll look at your biggest financial headaches and find a few quick wins. You'll leave with a clear idea of what a path to better profitability looks like. No sales pitch. Just a straight-talking conversation about your business. Here’s how I can help: I've spent the last 13+ years in the trenches at places like Coinbase and in my own consulting practice, helping growing companies turn their finance department from a cost center into a strategic asset. I work with businesses like yours to: - For SaaS Companies: Clean up revenue recognition and build models that actually help you forecast. - For E-commerce Brands: Streamline inventory and untangle your cash flow so you can scale profitably. - For Crypto & Web3 Firms: Make sense of digital asset accounting and navigate compliance without the headache. - For Real Estate Companies: Get a crystal-clear view of property performance and portfolio cash flow. What it looks like to work together: I don't just hand you a report. We partner to build a finance function that works. 1. I start with a look under the hood. I'll audit your current systems to find the leaks and opportunities. 2. I build a simple game plan. We'll map out a clear roadmap, focusing on quick wins first, then long-term strategy. 3. I get it done. I'll help implement the right tools, automate what we can, and set up dashboards so you always know your numbers. 4. I keep on improving. I stick around to help you refine your strategy and make sure you hit your goals. A few recent wins for clients: - Helped a tech startup secure $30.5M in funding. - Boosted an e-commerce client's revenue by 75% Year-over-Year through profit optimization. - Managed the financials for a $5M division sale. Navigated complex audits with the IRS, saving clients time, money, and stress. Let's Talk! I know you're busy. But taking 30 minutes now could save you months of frustration and unlock significant growth. I only take on a few new clients each month, so if your finances feel like they're holding you back, now's the time to connect. Ready to see your financials clearly? Book your free review with the link below. Looking forward to it, — Gabriel H. Fractional CFO | Financial Consultant for SaaS | E-commerce Accounting Expert | Crypto Financial Strategy | Profitability Optimization | Financial Modeling | Startup CFO | QuickBooks Expert | Financial Forecasting | Cash Flow Management | Financial Controller Services | SaaS Metrics Analysis | E-commerce Inventory Management | Blockchain Financial Reporting | Real Estate Financial Modeling | Business Valuation | Financial Process Improvement | Strategic Budgeting | Financial Reporting | KPI Dashboard Development | Financial Systems Integration | SaaS Unit Economics | E-commerce Financial Planning | Crypto Bookkeeping | Real Estate Investment Analysis | Financial Compliance | Revenue Cycle Management | Cost Reduction Strategies | Financial Data Analysis | Business Process Automation | Financial Turnaround | SaaS Cohort Analysis | E-commerce Financial Operations | Digital Assets Accounting | Real Estate CFO | FP&A | M&A Support | Financial Risk Management | Accounting Software Implementation | Financial Strategy Consulting | SaaS Financial Operations | E-commerce Business Intelligence | Cryptocurrency Financial Controls | Property Financial Management | Financial Audit Support | Cash Flow Optimization | Budget Management | Financial Performance Analysis | Business Growth Strategy | Financial Leadership | Interim CFO | Financial Operations Management | Financial Infrastructure | Scalable Financial Systems | Revenue Optimization | Cost Accounting | Financial Governance | Financial Transformation | Strategic Financial Leadership | Financial Back Office Solutions | Financial Health Assessment | Capital Raising Support | Financial Decision Support | Business Profitability Analysis | Financial Workflow Automation | Financial Data Visualization | Management Accounting | Statutory Reporting | Financial Policy Development | Internal Controls | Investor Reporting | Financial Modeling for Startups | SaaS Financial Forecasting | E-commerce Financial Analytics | Crypto Financial Compliance | Real Estate Financial Reporting | Financial Benchmarking | Working Capital Management | Financial Strategy Development | Business Financial Planning
Ignacio N.
$35/hr
100% Job Success
$400K+ earned
Available now
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With 11,000+ hours of experience and 100+ successful projects, I help startups and growing businesses design, build, and scale tech products that actually work in the real world. Clients trust me because I deliver what’s promised — on time, with clear, proactive communication at every stage. Whether you need an MVP, a senior full-stack engineer, mobile expertise, or AI-driven systems, I act as a reliable technical partner focused on execution and outcomes. 🚀 MVP Development I build lean, high-velocity MVPs designed to validate ideas quickly and efficiently. From defining core features to shipping the first production version, I focus on rapid iteration, real user feedback, and fast launch cycles. 🧭 Fractional CTO / Product Leadership I provide Fractional CTO support for startups that need senior direction without full-time overhead. This includes product strategy, architecture decisions, AI adoption, team structuring, and delivery oversight. I help companies: integrate AI into products and workflows design scalable, modular architectures optimize for speed, automation, and execution 🧠 Full Stack Development (Modern, Scalable Systems) I build production-grade web applications using modern stacks: Frontend → Next.js, Tailwind CSS, Shadcn/UI Backend → Node.js, tRPC, Prisma, PostgreSQL Deployment → scalable cloud and edge architectures The result: fast UX, clean architecture, and systems built for continuous iteration. ✨ Vibe Coding — Product-First Engineering My approach blends engineering with product intuition. I use fast prototyping workflows to validate ideas quickly and ship with momentum. This means: AI-assisted development workflows fast iteration over overengineering Focus on product feel and usability from day one 🧱 No-Code / Low-Code (Bubble Partner) I build production-ready applications using Bubble for startups that need to move fast without sacrificing quality. Perfect for: MVPs internal tools marketplaces rapid experimentation and pivots 📱 Mobile Development (Flutter / React Native / iOS) I develop high-performance mobile apps across platforms: Flutter (primary cross-platform focus) React Native for rapid iteration Swift (iOS) for native, performance-critical applications Flutter is especially effective for building scalable apps with a single codebase across mobile ecosystems. 🤖 AI & Agentic Systems Development I build AI-native products and intelligent systems using: OpenAI, Claude, LangChain, FastAPI, vector databases, and custom LLM pipelines. This includes: AI agents that automate workflows RAG-based semantic search systems recommendation engines embedded copilots inside products multi-step automation systems The focus is not just on adding AI, but building systems that replace and automate manual work. 🧱 Tech Stack Expertise Frontend React, Next.js, Vue, SvelteKit, Tailwind CSS, Shadcn/UI Backend Node.js, NestJS, Express, Django, Laravel, FastAPI, tRPC, GraphQL Mobile Flutter, React Native, Swift, Kotlin, Expo AI / ML OpenAI, Claude, LangChain, TensorFlow, PyTorch, YOLO No-Code / Low-Code Bubble (certified), Webflow, Supabase, Airtable DevOps & Cloud AWS, GCP, Azure, Vercel, Docker, GitHub Actions, Terraform CMS & E-commerce WordPress, Shopify, WooCommerce, Sanity 📩 Let’s build something meaningful. Whether it’s an MVP, a scalable product, or AI-powered infrastructure, I bring execution, senior-level decision making, and speed to every project, focused on building software that works and scales.
Vishal G.
$40/hr
100% Job Success
$600K+ earned
Available now
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Greetings, ✨ Unlock Investor-Grade Success! ✅ I am a Member of Tech Coast Angel investment network, board member of NGO based in Florida and independent management consultant with 18 years of experience. I help clients to craft Business Plans, Financial Models, and Projections that 💸 raise capital and 🚀 accelerate their business growth! 🤝 Partner with an Expert: 🔹 Startup Founder 🔹 Raised $50M+ from Investors, Grants & Banks 🔹 Helped 100+ startups Let’s elevate your vision to the next level! 📈💼 🚀 Master of Funding: I’ve orchestrated over $2BILLION in capital. I provide a comprehensive investor deck package within 3-4 weeks, including a business plan, financial model, pitch deck, and business summary. 🔗 Sector Agnostic Expertise: From Metaverse to Blockchain, SaaS, Fintech, NFT, DeFi, and RegTech, I translate complex challenges into actionable strategies. 🌱 Championing Entrepreneurs: I support startups from ideation to investor engagement and contractual fruition. 👨‍💼 Virtual CXO Suite: Offering strategic leadership across CEO, Business Development, and CMO roles to guide your venture to success. 💼 Strategic Planning & Execution: Facilitating strategy workshops, SWOT analysis, and aligning goals with market opportunities. 📊 Market Research & Analysis: In-depth competitive and market analysis, providing insights beyond AI capabilities. 💰 Financial model, Analysis & Planning: Assessing financial health, cash flow analysis, and risk management for sustainable growth. 📈 Snapshot of Excellence: Mastery in business, pricing, and financial models 📊 Innovative branding and marketing strategies 🎨 Proficient in website enhancement and digital content 💻 Accomplished in sales and marketing collateral 📑 Skilled in product strategy, development, and management 🔧 Expert in drafting and negotiating business contracts 📝 Leadership and team management coaching 👥 🌍 A Global Partner: My portfolio of successful collaborations stretches across the Americas 🌎, Europe 🌍, Asia 🌏, the Middle East 🕌, Africa 🌍, and Oceania 🏝️, underscoring a global perspective in solving business challenges. 🔽 Our Premium Deliverables 🔽 📄 Business Plans & Proposals Craft detailed business descriptions, market analysis (TAM/SAM/SOM), competitive & SWOT analyses, go-to-market strategies, personnel plans, and robust financial projections to set your business up for success. 💼 Financial Models & Reports Develop complex financial models, budgeting, and forecasting tools. Provide 1-3-5 year projections, monthly P&L statements, pro-forma financials, and comprehensive reports using advanced Excel & Google Sheets techniques. 💡 Fundraising & Corporate Governance Advisory Create compelling pitch decks, executive summaries, and information memorandums. Offer expertise in company valuation, investor targeting, cap table management, exit strategies, and drafting key investment agreements. 🎯 Grant Documentation Prepare professional grant proposals, conduct eligibility assessments, ensure compliance, justify budgets, and compile detailed progress and final grant reports to secure essential funding for your initiatives. Let’s Forge Your Path to Success: I am here to dive into your aspirations and navigate through your challenges. Let’s initiate our collaboration with a brief discussion to unlock unparalleled value together. Warmest regards, Vishal
Vishal G. has worked .
Shagun A.
$89/hr
100% Job Success
$300K+ earned
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I am a Chicago-based, top-rated strategy and growth consultant with 15+ years of experience helping founders, startups, and Fortune 500 companies gain a competitive edge. I am an Alumni of Deloitte Consulting and UBS Investment Bank and an MBA in Finance and Marketing. I work at the intersection of two high-impact disciplines, market intelligence and LinkedIn-led business growth, helping companies not just understand their market, but build the visibility and pipelines to win it. Market Intelligence & GTM Strategy - I help companies understand their market deeply and move fast. My process covers discovery and context mapping, customer voice and messaging insights, competitor deep dives (10+ competitors using Blue Ocean, SWOT, Perceptual Maps), differentiated positioning, and strategic recommendations for marketing, investor decks, and go-to-market execution. LinkedIn Growth & Lead Generation - I help founders and companies turn LinkedIn into a structured revenue channel, not just a content platform. Most profiles operate in silos with inconsistent messaging and no clear path to conversion. I align founder story, company narrative, and market positioning so everything compounds into one clear, compelling presence that drives inbound pipeline and measurable business outcomes. Recent work includes: Building a LinkedIn-led pipeline for a luxury brand in Manhattan, combining storytelling, targeted outreach, and positioning to drive high-value consultations. GTM strategies for AI and SaaS companies including for Universal computing, ProToCall, etc.
DAMODARA RAO R.
$100/hr
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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.
Niccolo F.
$33/hr
100% Job Success
$100K+ earned
Available now
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🌟 TOP RATED (i.e., top 10%) Creative Designers on Upwork, and one of the VERY FEW with extensive business experience and excellent communication skills: $50K+ earned in just 3.5 months, with consistent 5/5 feedback and a 100% job satisfaction score 🌟 12 years' global experience across 5 continents and hundreds of brands & businesses 🎯 My specialties: ✅ Tailor-made presentations reflecting YOUR unique vision 🌈 ✅ Unique brand identities & branding guidelines 📑 ✅ Digital assets for your brand 🌈 ✅ Company brochures that capture your brand's essence 📑 ✅ Dynamic Figma designs for interactive experiences 🖌️ ✅ Educational presentations that engage and inform 📚 ✅ Turn complex data into clear, persuasive stories 📊 ✅ Deliver captivating presentations that ensure audience retention 👀 ✅ Efficient and punctual - we respect your deadlines ⏰ ✅ Animate your presentations with advanced transitions and 3D effects 📊 👨‍💻 Expertise Across All Major Presentation Tools: - PowerPoint (PPT) - Figma - Canva - Keynote - Prezi - Google Slides - Beautiful.AI Whether you are sketching out the first ideas or polishing a final concept, I will adapt swiftly and surely, ensuring every output is towards YOUR success. 🔥 Using a blend of hardcore strategy & branding expertise and cutting-edge design, I have carved my niche in crafting memorable, impactful brands and presentations. 📢 Tell me your needs, prepare to be amazed. Let's make your next asset not just seen, but remembered. 🌟 📆 Availability: Always On! 🟢
Peter K.
$125/hr
100% Job Success
$1M+ earned
Available now
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✦ 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!
Ian Rollin B.
$170/hr
100% Job Success
$200K+ earned
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Half the battle of owning a business is building a solid foundation. And I want to help you tackle your brand and marketing strategy using proven tactics + custom solutions designed to achieve your unique goals. From advertising to branding and marketing, I've got you covered. Just to give you some insight into me: = Amazon Marketing Expert 5+ years of experience selling on the Amazon marketplace (Seller Central and Vendor Central). As an Amazon consultant, I've helped brands, of all sizes, across nearly every category, enhance sales, profit, PPC optimization, and brand awareness on Amazon. I also assist brands to expand internationally and into other third party marketplaces. My Services Include: ✔ Listing Optimization (SEO) - Including Titles, Bullets, Description ✔ EBC (Enhanced Brand Content) and A+ Content ✔ Competitor and Market Analysis ✔ Keyword Research and Reverse ASIN research ✔ Branded Storefront design, optimization, strategy ✔ Enhanced PPC Management - Including Sponsored Products, Headline Search Ads, Display Ads, AMS, DSP/Video ✔ Marketing Promotional Calendar ✔ Review Optimization and Management ✔ Account Creation and Setup ✔ A/B Split Testing ✔ Organic Keyword Rank Tracking ✔ FBA Financial Analysis & Modeling ✔ External Marketing Strategies ✔ Vendor Central Management ✔ Seller Central FBA and Management ✔International Marketplace Expansion and PPC management (Canada, UK, Germany, Spain, Italy, France, Australia, Japan, UAE, Mexico, India) My expertise also extends to Brand Consulting, Growth Consulting, Facebook Advertising, Shopify and B2B sales. == Brushee Brushee is a rising CPG start-up transforming oral care with our disposable mini toothbrush that has toothpaste in the bristles, a floss, and pick - for use on the go. With only one year on the market we've achieved: - Over 300,000 units sold on Amazon & other online outlets - Database of over 200,000+ Product Testers for Brushee - Featured on The Grommet (And launched to Over 4M users) - Scaling and launching our own brand without outside investment - In the process of Private Labeling for a national mass and drug retailer --- Manifest Studios - We are full-spectrum marketing, design, and web development agency spun off of Brushee to help other businesses. With our expertise, experience, knowledge, and relationships my team can help you achieve these stellar results and more at affordable rates (we know the grind - and we're here to help). We work at the intersection of marketing, design, and web development to fill the gaps in your business’s digital presence. We specialize in: Marketing Amazon Email Logic Flows Google Ads Content Creation Social Media Advertising Social Media Management Design Social Media Design Print Media Email Design Product Packaging Logo Design Web Development Hosting & Maintenance Search Engine Optimization Ecommerce Solutions UX/UI Design Copywriting and more.. Design We know capturing your business's look + feel isn't easy. Our design process combines technical expertise, industry-leading best practices, and unparalleled creativity to help you put your best face forward. We'll help you build effective digital + print assets and look sexy while doing it. Web Development Your website is the cornerstone of your online presence, which is why you need a site that looks fabulous and supports your initiatives. Not only do we build you a website that functions perfectly on any device, but we stick around to make sure your website is always ready for what's next.