PROFILE: I am a strategically focused, tech-savvy entrepreneurial executive. My roles have included Venture Capitalist (VC-General Partner), Board of Directors, Strategic Advsior, Operating Executive (Chief Financial Officer (CFO)/Chief Operating Officer (COO)), Investment Banking Equity Analyst and entrepreneurial management. I spent my formative years in the technology field (electrical engineer by early education and training: software, hardware, semiconductors, wireless (RF) communications, systems engineering). I have broad and deep financial expertise coupled with experience in company strategy, business models, product strategy, financial modeling, pitch decks, capital raising, due-diligence, deal structuring, negotiations and business disputes. Career engagements include Fortune 500 companies (2x), entrepreneurial ventures - bootstrapped (2x) and venture-backed (1x), a venture capital fund (1x), and investment banks (2x). How can I bring demonstrable, outsized value to you and your endeavors? ------- Key deliverables and areas of focus: Founders' economics, startup/start up, seed capital, Series A, Series B, financial model/models/modeling, revenue model, dynamic cost model, staffing model, cap table/capitalization table, charts, dashboards, KPIs, OKRs, business model, pricing model, pricing strategy, go to market strategy, pitch deck, pitchdeck, waterfall analysis, equity, debt, value proposition, unique selling proposition (USP), venture capital/capitalist (VC), private equity (PE), investment funds, term sheets, negotiate/negotiation, deal structure, preferred stock, convertible notes, SAFE notes, commercial bank credit agreements, covenants. financial planning & analysis (FP&A), forecasting, operating budgets (OPEX), cap table, capital expenditure budgets (CAPEX), acquisition analysis, liquidity event, pro forma statements, scenario analysis, sales compensation / incentive compensation, and MBO structures. Corporate development, investment bankers/advisors, equity investments, M&A, acquisitions, exit events, partial liquidity events.

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.

+17 years across boardrooms, balance sheets, and broken spreadsheets — I have seen what kills businesses financially and what actually grows them. I have sat in the CFO chair across manufacturing, healthcare, retail, technology, NGOs, and impact-driven organizations. The problems are always different. The financial discipline required to fix them is always the same. I work with startups, SMEs, NGOs, and business owners who need more than a number-cruncher. They need a strategic financial partner who can build investor-ready financial models that survive due diligence, design AI-powered KPI dashboards that replace manual reports, structure fundraising strategies that land capital, and deliver ESG and SDG reporting frameworks that satisfy regulators, boards, and impact investors. That is what I do. And I have done it for over two decades across every kind of industry. ——— WHAT I DELIVER ——— FINANCIAL MODELING & BUSINESS VALUATION I build 3-statement models, DCF analysis, scenario planning, sensitivity analysis, LBO models, cap table modeling, and startup financial projections that founders, CFOs, and investors trust. Whether you are a pre-revenue startup validating your business model or a $50M company preparing for an acquisition — the model I build tells the real story and holds up under scrutiny. I have built models that have directly supported funding rounds, M&A transactions, and strategic decisions at board level. INVESTOR PITCH DECKS & BUSINESS PLANS A pitch deck is not a design exercise. It is a financial argument with slides. I structure pitch decks and business plans around the questions investors actually ask — unit economics, market sizing, revenue assumptions, burn rate, and exit pathways. Clients have used my materials to raise capital from venture capitalists, private equity firms, development finance institutions, and banks across multiple industries. I write the narrative, model the numbers, and make sure both tell the same story. AI AUTOMATION & KPI DASHBOARD DESIGN I design and implement AI-powered financial dashboards and process automation workflows tailored to each industry. Using Power BI, Tableau, and AI integrations, I replace spreadsheet chaos with real-time visibility into the KPIs that drive decisions. Finance teams stop chasing data and start using it. I have deployed dashboards across healthcare, retail, manufacturing, and technology — cutting reporting time significantly and giving leadership the financial visibility they have been missing. FUNDRAISING CONSULTANCY & CAPITAL RAISING STRATEGY I have supported fundraising across equity, debt, grant funding, impact capital, and blended finance structures. From building the data room to coaching leadership through investor conversations, I manage the full capital raising process — not just the documents. I understand what development finance institutions, impact investors, and institutional lenders need to see, and I structure every engagement accordingly. ESG, SDG & SUSTAINABILITY REPORTING FRAMEWORKS As ESG reporting becomes mandatory across most markets, organizations need someone who understands both the financial and impact dimensions. I build ESG and SDG KPI frameworks, sustainability reporting aligned to GRI, TCFD, and CSRD standards, impact measurement systems, and non-financial disclosures that meet regulatory expectations and attract impact-driven capital. FINANCIAL PLANNING & ANALYSIS (FP&A) I run end-to-end FP&A engagements covering budgeting, rolling forecasts, cash flow management, variance analysis, cost reduction strategy, and board-level financial reporting. I help leadership teams move from gut-feel decisions to data-backed ones — with clear visibility into what the numbers are saying and what to do about it. STRATEGIC CFO ADVISORY Beyond the deliverables, I act as a thinking partner to founders, CEOs, and boards on decisions that shape financial outcomes. Pricing strategy. Capital structure. M&A readiness. Market entry economics. Risk management. I bring 20+ years of cross-industry CFO experience to every conversation — boardroom credibility without the full-time price tag. ——— WHO I WORK BEST WITH ——— Startups preparing for their first or next raise. SMEs scaling past the spreadsheet phase. NGOs building impact frameworks for donors and DFIs. Business owners whose numbers are not telling the right story to investors, lenders, or their own board. If that is you — let us talk

Preparing an investor pitch to raise Seed, Series A/B, or growth capital? A strong deck opens the door, but investors will pressure-test the business behind it: financial model, valuation, traction, use of proceeds, investor fit, and your answers. This is where I separate myself from most pitch deck creators. My work goes beyond the deck itself. My approach is direct, practical, and founder-facing. I don’t approach investor decks as a slide design project. I approach it as part of a broader capital raise package that needs to support the full investor lifecycle once investors engage. I work with founders preparing for Seed, Venture, Series A/B, growth capital, SAFE, convertible debt, and private placement financings. I help founders prepare the business, financial model, investor story messaging, then the diligence posture, fundraising strategy, and investor engagement plan behind the deck. I understand both capital markets and company operations. I bring 25+ years of capital markets and executive operating experience, including successful financings exceeding $430M. I’m also a founder, with 3 successful exits, and a C-level operator with advisory experience across technology, SaaS, eCommerce, marketplaces, cybersecurity, financial services, and AI-enabled business models. Investors don’t fund ideas just because they saw a great deck or heard an interesting story. They allocate capital based on risk-adjusted return potential, execution capability, market timing, capital efficiency, and confidence in the founder’s ability to build the business. I understand how to diligence the investors you may want to target and that's truly where the rubber meets the road, as the old saying goes. If you’re comparing pitch deck designers who may not understand the full capital raise picture, let me help you cut through the noise. If your deck is the front end of a capital raise campaign, let’s schedule a brief 30-minute call. I’ll ask you for a few key details before the call so we can frame the conversation around where you are today, what you’re trying to raise, and what I believe needs to happen next. To your success! Mike

Eagle Scout & CFA charterholder. Strategic finance/investments exec for 10Y+ at blue chip firms in VC/PE/investments where I sourced ideas/companies, helped build businesses/new products, led due diligence, & did transactions. I do pitches, models, valuations, GTM, M&A, and diligence since I typically do the same for each in the past (100's of times). Worked for 2 billionaires & ex-manager of $4B+ fund. Degrees: MBA from UNC, post-bac Wharton, BA University of Chicago. Why I'm different: "investor grade" & "owner-ready" I help investors/firms find, grow & scale $1B+ businesses (value, scale, & pitch) I create world-class pitches/models/GTM/valuation for each project & can help on yours I honed skills working with clients up to $500B+, pitching 100's of times to tier 1 investors Former clients include: Goldman Sachs, T Rowe Price, CREF, Dodge & Cox, AB, and others Projects: Series C unicorn, $50-100M capital raises, $150M M&A, valuation $5B+ Former recommendations include: firm's that IPO'd (2021) Why you may love working with me (past clients loved I do 3 things): Meet tight deadlines, complex issues, and/or high impact Simplify the difficult, tell a great story and see what they miss Deliver turnkey, practical and/or audit-ready work timely & done well *ethics matter: paid introductions and guarantees are a regulatory issue (SEC & others) In the Words of My Clients: "Great work” & “impressive resume” – former Chief Accounting Officer of GE & GE Capital “Devon’s a wizard, he can do anything” – CFO of Series C unicorn fintech (revenue, M&A) “Wow, we didn’t think they’d be ready” – billionaire family PE office (national launch) "Hire Him" - Investment Committee Member of leading PE fund “Magic”…”this is kick***” – COO of $130M+ VC fund (valuation project) “Fantastic, thank you so much” – CEO SaaS ERP (M&A project; healthcare) “Great work” – former CIO of Wellcare (M&A project; potential deal partner) “Robust & very solid, really good work” – CEO/MD HC surgery center (fractional CFO) “Thank you so much” – Senior director of VC fund (C-suite transition, modeling training) “This is great” – CEO of healthcare tech (raising $5-10M) “This really helped” – CEO of incubator of $3.5B+ revenue firm (company launch) “Excellent” – CEO of seed fintech (pitch deck, business plan) "[we had] 0 audit questions" - 100+ assets of VC fund reviewed by auditors Capabilities: .....pitch decks, financial models, valuations, GTM/growth, advisory..... VC - early (pre-seed, seed, Series A, Series B) & late stage (Series C to F) - models/decks/GTM PE - growth equity & distressed/turnarounds (models, decks, pitches, term sheet, M&A) FP&A - scale businesses nationally, what if/feasibility/strategic decisions, & modeling for capital allocation, budgeting, forecasting, cash flow, go/no go recommendations M&A - CIM/CIP, leading deal diligence, PPA, earnings power analysis, modeling, memos Industries: Consumer - e-commerce/CPG/tier 1 suppliers/retail/restaurants Tech - AI/ML/cloud/blockchain/big data/vertical software/SaaS Industrials - hardware technology, manufacturing, IoT HC - drugs/devices/diagnostics/therapeutics/precision medicine Real Estate - commercial, residential, REIT (multi-family, healthcare, industrial, datacenter) Additional projects: Capital raising / fundraising (plan, pitch decks, models, valuation, memos) Corporate Development (new markets/M&A, investments, diligence, ventures, JV) Growth (new markets, GTM, growth hacking, pricing, market research) Fractional CFO Valuations for startups (409A) Valuations for funds (820) & transactions/fairness opinions

Investment Banking Senior Associate | Financial Modeling Expert | Pitch Deck & Due Diligence | CFO Advisory With over 7 years of hands-on experience in investment banking, financial consulting, and corporate sectors across India USA and the UAE, I deliver top-tier financial analysis, modeling, and advisory solutions tailored to both buy-side and sell-side transactions. My record includes managing 50+ deals spanning private equity, M&A, and startup fundraising—serving clients from diverse industries including logistics, SaaS, e-commerce, fintech, energy, technology, manufacturing, and real estate. Core Services - Advanced financial modeling: DCF, LBO, 3-statement, market-multiple, and startup valuation frameworks - Investor-ready pitch decks, teasers, and confidential information memoranda (CIM) - Comprehensive due diligence for acquisitions and investments - FP&A strategy for SaaS, e-commerce, and logistics businesses - M&A and private equity transaction support: data room management, deal structuring, financial analysis - Virtual CFO and compliance advisory: SEBI, fund, cash management, and global operations - AI integration in financial modeling: leveraging automation for faster and smarter solutions Sector Experience - Electric Vehicles, Healthcare, Technology, Banking, Consulting, SaaS, Real Estate, Manufacturing, E-Commerce, Logistics, Agro Commodities, and Energy Track Record & Achievements: - Led teams of analysts and interns for high-quality, timely deliverables - Started and scaled startup advisory practices, supporting fundraising and growth strategies - Closed high-value projects with global PE firms, including a $10M plumbing business acquisition - Developed pricing policies, financial budgets, and standardized contract analysis in $200M+ multi-currency operations - Managed consolidated financials and budgeting across Africa, Middle East, and India - Audited listed companies, NBFCs, educational institutions, hospitals, and global business entities - Built and maintained strong business networks in India and the MENA region - Entrepreneurial experience: Co- founded a restaurant business in the UAE, involved in initial planning and marketing Skills & Tools - Financial Modeling, Research Analysis, FP&A, Pitch Deck Preparation, Business Planning - AI-based financial tools, Excel automation, PitchBook, analytical mindset, MIS and CMA report creation - Well-versed in integrating AI solutions into finance workflows, boosting accuracy and efficiency Commitment & Approach Clients benefit from a detail-oriented, analytical, and results-focused engagement style. Expect tailored models, actionable insights, and clear communication at every step from fundraising, acquisition, and compliance to ongoing advisory.

Strategic and results-oriented finance professional with over 10 years of experience, specializing in FP&A and Financial Modeling, CFO Services, Excel and Google Sheet Automation, and Accounting & Bookkeeping. Recognized for delivering tailored financial solutions that enhance decision-making, optimize financial performance, and drive business growth. A Chartered Accountant (CA) with advanced expertise in financial automation, data analysis, and strategic leadership. 🔹 Core Services and Expertise: 📊 FP&A and Financial Modeling: Developing advanced financial models for various industries, including SaaS, Real Estate, E-Commerce, Manufacturing, and Blockchain. Performing detailed financial analysis, budgeting, forecasting, and scenario planning to support strategic decision-making. Crafting customized dashboards and reports for real-time performance tracking. 🏢 CFO Services: Providing strategic financial leadership, including cash flow management, financial strategy, and risk management. Conducting financial planning, performance analysis, and profitability optimization. Managing investor relations, corporate finance, and compliance to ensure sustainable growth. ⚡ Excel and Google Sheet Automation: Designing and automating complex spreadsheets to save time and enhance accuracy. Mastery of Excel functions, VBA programming, macros, and Google Sheets scripting for seamless workflow automation. Developing custom templates, dashboards, and automated reporting solutions. 📚 Accounting and Bookkeeping: Delivering accurate and timely financial reporting, including journal entries, reconciliations, and financial statements. Ensuring compliance with accounting standards and regulatory requirements. Streamlining accounting processes for efficiency and accuracy. 🌟 Professional Highlights: Successfully completed 120+ projects on Upwork, maintaining a strong reputation for quality and client satisfaction. Developed and automated financial models and dashboards for clients, improving decision-making speed and accuracy. Reduced manual data management by over 60% through automation in Excel and Google Sheets. Delivered CFO services for multiple organizations, improving financial transparency and driving profitability. 🎓 Education and Certifications: Chartered Accountant (CA) – Specializing in Finance Bachelor’s Degree in Accounting – Gujarat University Advanced Excel and Google Sheets Certification – Expertise in automation and financial modeling Proficient in Data Visualization: Power BI and Tableau for creating interactive dashboards and reports 💡 Let’s Collaborate: Whether you are looking to optimize your financial performance, streamline your accounting processes, or leverage automation for efficiency, I am here to provide tailored solutions that align with your business goals.

Hi, I have 25 (+) years of experience working as a Corporate CFO / CXO for fortune 500 as well as Start-ups & SME’s in India, Middle - east & Asia pacific. Some of my specialities are: • Building up Start-ups, new ventures & SME’s to the next level. • Fund Raising – Have raised more than "US$ 1 Billion". • Maximization of shareholders wealth. • Strategic Planning & Effective execution. • Business Turn-arounds. • Restructuring & Revamping of existing business Models. • Business Process Reviews. • Joint Ventures/ Mergers & Acquisitions. • Planned Exits. Some of my Value added achievements are as follows: ✅As an Entrepreneur :- Founded a Start-up in Media space, raised pure equity of US$ 3 million, built-up a revenue of US$ 8 Million & exited at a Valuation of US$ 21 Million giving the shareholders a return of 7X in a period of appx. 3 years. ✅ As Group CFO: - Set-up a Start-up for building 1000 air-conditioned bus shelters, on DBOT Basis. Raised US$ 37 Million Valuing the Start-up @ US$ 150 Million. ✅ As Chief of Projects: - Set-up an online Start-up, a network of 800 intelligent POS terminals, aranged Start-up funding of US$ 40 Million. ✅ As Business Head & CFO: - Completed strategic acquisitions of 36 large & small units, to build up an asset base & an exponential increase in potential visible Income, justifying an increase in Valuation from US$ 40 Million to US$ 350 Million in a span of two years, & raised US$ 65 Million in fresh equity. ✅ As Business Head &CFO : - Restructured a running business to fight off one of the worst Economic crisis (2008) & brought it to a (+Ve) EBIDTA of app. 25% (up from (-Ve). ✅ As Group CFO of a Company in 3D CGI Animation :- Created a film fund of US$ 100 Mill, transferred existing funding obligations (US$ 30 Mill) & features under production in a SPV, new Investors contributed US$ 30 million, senior lending from Bank of US$ 40 million, creating a Co-production & Co-financed pipeline of US$ 200 mill for the Company. ✅ As Head-Commercial:- Restructured & Revived a manufacturing Unit, re-engineered the product, cut cash burn, reduced NWC Cycle by 3.5 Months, re-negotiated debts of US$30 Million leading to 60% haircuts by Banks & FI’s, improved margins by 18%. ✅ As CFO:- Restructured a Business Vertical (as a Tax planning strategy) by transplanting the business in UAE & Hong Kong, Implementing outsourcing model for logistics & Banking, arranged working capital facilities of US$ 3 Million & Export Credit Insurance. ✅ As Head Corporate Finance: - ’’REBRANDED” & “REPOSITIONED A PRODUCT” creating a niche demand, designed Innovative structured financial transaction, helping sale of products under lease & hire purchase & raising net Cash inflow by 20% for each Sale transaction. I have a passion for Start-ups, new ventures & small businesses and enjoy helping them succeed. I enjoy building-up things from Grounds - up. I like Challenging assignments which need a Strategic input and direction. I have spent most of my career pitching and being pitched to, & and not only for funding but leading & concluding various corporate transactions e.g. business partnership, JV’s, planned exits, technical collaborations, mergers, acquisitions & buy-outs, marketing tie-ups, Investors, analyst & fund managers meets, Road Shows for Private as well as public placements etc. My success rate for taking –up Challenging assignments & completing them successfully is almost 100%. Please get in touch for some exiting and bespoke work on your pitch documents, business plans, corporate write-ups, with the help of which you can confidently pitch and get the undivided attention of prospective Investors & Stakeholders. We believe in providing solutions to business problems, which are practical and effective, and we help implementing those solutions too. My Charges vary depending on the complexities & the nature of the job involved, since i have just started out on Online freelancing, feel free to contact me. We look forward to help you. Thanks

-Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B

I build custom Excel financial models for startups, small businesses, investors, and operators who need clear projections and decision-ready analysis. This includes startup forecasts, 3-statement models, real estate models, SaaS and subscription models, lending models, DCF valuations, cap tables, cash flow waterfalls, investor returns, scenario analysis, dashboards, and custom template modifications. The models are built around real business drivers so you can change assumptions and see the impact on revenue, cash flow, funding needs, valuation, and investor returns. I build each model to be practical, flexible, and easy to understand. I work weekends and all hours.