I build marketing, brand, and content strategies that help businesses scale with clarity, positioning, and creative direction that actually moves people. With 7+ years of experience, 100+ brands created and 15+ industries supported, I help brands grow through a combination of strategic thinking, psychology-driven marketing, and high-performing content systems. • Marketing Strategy: Creating scalable growth strategies rooted in audience behavior, positioning, and business goals. • Brand Strategy & Positioning: Building memorable brands with clear messaging, identity, and market differentiation. • Content Strategy: Developing content ecosystems that increase visibility, authority, and conversion across platforms. • Market Research & Consumer Insights: Understanding customer psychology to create smarter business and marketing decisions. • Campaign Development & Content Creation: Turning ideas into campaigns that drive attention, engagement, and brand recall. • Content Optimization & Performance Analysis: Improving reach, retention, and engagement through data-backed creative decisions. Highlights: • Increased brand awareness by 54% for The One Eleven Group through a targeted social media campaign. • Created high-performing content that increased Instagram and LinkedIn engagement by 60%. • Helped 200+ brands refine positioning, strengthen authority, and scale their digital presence through strategic marketing systems. • Built and scaled a marketing company from the ground up, working across branding, strategy, content, and growth.

Most AI consultants understand prompts. Few understand the business underneath them. I'm something different: a SaaS founder with sales/marketing pedigree who crossed over — two agencies, two funded SaaS startups, 25 years inside retail, QSR, fast casual, POS, Robotics, real estate, and health tech. That's not a background. That's my unfair advantage. I build Claude applications that actually work in production — because I've run the operations they're built to improve. I don't start with the tool. I start with your customer, your bottleneck, and your story. Then I build around it. That same instinct helped 100+ companies raise $500M+. The skill is identical: distill what matters, build around it, make it land. 𝐖𝐡𝐚𝐭 𝐦𝐚𝐤𝐞𝐬 𝐦𝐞 𝐚 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭 𝐬𝐩𝐞𝐜𝐢𝐞𝐬: • I've built SaaS — I know what "it has to perform" actually means • I've run marketing — I know how customers think before I write a single prompt • I've worked your vertical — QSR, health tech, POS, real estate aren't research, they're résumé • I translate between business and AI — most people can only speak one language 𝐖𝐡𝐚𝐭 𝐈 𝐛𝐮𝐢𝐥𝐝: • Claude-powered workflows tailored to your vertical • Prompt architecture that holds up in production, not just demos • AI tools your team will actually use • Strategy for where AI has the highest ROI in your specific business 𝐖𝐡𝐚𝐭 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲: "A true thought partner. Extremely organized, prompt, reliable — and the kind of guy you'd want to have a beer with." "A gift for getting to the core of an idea quickly — and pushing back on bad suggestions in a positive way." "Amazingly responsive, even over nights and weekends." If you want someone who's built businesses — not just built prompts — let's talk.

Want to turn your startup dream into a multi-million-dollar reality? That's the kind of impact I deliver. With a track record of crafting over 150 winning business plans, financial forecasts, pitch presentations, and business strategies, and business optimization, I've directly facilitated millions in VC capital and powered many successful VC investments. I don't just write plans; I engineer funding. Here's how I can help you achieve similar results: For over 25 years, I've been the architect behind successful startups and established businesses, specializing in: Strategic Planning: Crafting comprehensive business plans, startup plans, feasibility studies, business strategies, business optimization, and investor pitch decks. Financial Mastery: Developing precise financial projections, pricing models, and strategies for sustainable growth. Market Penetration: Designing effective marketing and sales strategies and crafting compelling product/service specifications. Fundraising Expertise: Building VC-ready pitch decks and coaching founders through the capital-raising process. Operational Excellence: Enhancing and automating corporate business processes and providing crucial IT-related legal documents. Talent Acquisition: Writing effective job descriptions and assisting with candidate interviews. My Expertise Spans Diverse Industries: With an MBA and deep knowledge in Startups, SaaS, FinTech, Insurtech, Blockchain, Artificial Intelligence, Retail, and Real Estate Investment, I understand the nuances of your industry. Proven Success Stories: Transformed a struggling fast-food chain, boosting income by 125% and eliminating losses. Revitalized an IT services business in Atlanta, turning monthly losses into consistent profits. Founded and scaled Digital Analytica Inc., a global IT services company. As Founder and CEO of a Silicon Valley software company, secured major deals with Fortune 500 giants. Why Choose Me? *Silicon Valley startup veteran with a proven track record. *Trusted advisor to established corporations, including The Phillips Group. *Expert in creating high-impact analysis reports for Fortune 500 companies. *Recognized thought leader, serving as a judge for the InsureTech Innovation Rewards and a speaker at global events like Seamless. *MBA graduate with a focus on global business strategies. I will work with you "hand in hand" to develop your business strategies and write plans that provide positive results. My Core Services: *Service and product market assessment *Service and product pricing plan *Business Feasibility study *Business Plan *Marketing Strategy *Sales strategy *Business expansion strategy. *Financial forecasting *VC “Venture Capital” Pitch deck (based on a well-developed plan) *Branding ideas (Plus digital art / logo) *Value proposition *Vision & mission statements *Enhance your corporate business processes *Automate your corporate business processes *Provide IT related NDA and Non-Compete contracts (Plus more). *Write Job descriptions and help interview candidates *Feasibility study *Coach founders and management teams *Raising capital Let's collaborate to transform your vision into a funded, thriving business.

Business Plan Writer, Financial Modeling, Investor Pitch Decks, Valuation, Capital Raise & Investment Analysis for Startups, SMBs & Investors, Market Research & Intelligence, Feasibility & Strategy—backed by an MBA and multiple BIG areas of expertise. 🏆 $820M+ raised across fundraising and M&A transactions 🏆 5+ years of industry experience in investment banking, VC, and corporate finance 🏆 Top-ranked on Upwork in PE/VC | Featured by Forbes & Bloomberg 🏆 100% Job Success | Trusted by startups, SMEs, and investors FOR STARTUPS / SMEs: ✅ Financial Modeling, Projections (Pro Forma, Scenario Planning) ✅ Investor Pitch Deck, Presentation, Business Plan, Teaser (Sell-Side) ✅ Business Valuation, Cap Table, Offering Memorandum, Term Sheet ✅ Investor Sourcing, Outreach & Fundraising Campaign Management ✅ Fractional CFO Services, Financial Analysis (FP&A), Forecasting & Cash Flow Management Core Areas of Expertise (and beyond): ⭐️ Market & Industry Intelligence ⭐️ Feasibility Studies & Commercial Validation ⭐️ Competitive & M&A Research ⭐️ TAM / SAM / SOM Modeling ⭐️ Growth & Market Entry Strategy ⭐️ Investor & Board-Ready Reporting FOR INVESTORS / FUNDS / ACQUIRERS: ✅ M&A, LBO, Equity Valuation & Investment Memo Support ✅ Institutional-Grade Investment Analysis & Due Diligence ✅ Buy-Side Financial Modeling & Financial Forecasting ✅ Investment-Grade Market Research & Equity Research ✅ Data Room, Investor Deck & CIM Review 💎 CLIENT FEEDBACK: “After working with multiple advisors, Muhammad Ishfaq’s guidance stood out. His financial modeling and investor deck directly helped us raise $20M Series B.” — Sara Ahmed, AI SaaS Founder “Muhammad Ishfaq is a true expert. His CFO-level insights, financial projections, and pitch deck refinements transformed our fundraising strategy. Highly recommended!” — David Li, FinTech CEO | $10M Series A “Extremely professional and thorough. Muhammad’s investment analysis and valuation work helped our PE firm evaluate multiple acquisition targets confidently.” — Jonathan Kim, Private Equity Partner RECENT PROJECTS: Startup Business Plans, Startup Financial Models (Excel & Google Sheets), Pro Forma Statements, Investor Pitch Decks (PowerPoint), Company Valuation, M&A Support, CIMs & OMs, Investor Research, Commercial Real Estate Financial Analysis, Private Equity Fund Pitch Decks (LP/GP), Feasibility Studies, Capital Raise & Fundraising Campaign Management, and Fractional CFO advisory. ABOUT ME: I help founders and investors create financial materials that drive results: models investors can trust, investor pitch decks that tell a compelling story, and valuations that withstand due diligence. My background combines VC, investment banking, and CFO-level strategic finance experience. For startups, I begin with financial modeling and build pro forma statements for cash flow planning, scenario analysis, forecasting, and growth planning. From there, I provide CFO advisory, pitch deck creation, business plan development, market research, CIMs, teasers, and full fundraising execution. For investors and acquirers, I focus on financial analysis, buy-side modeling, deal valuation, and transaction support, reviewing financial models and investor materials to ensure accuracy before capital commitment. INDUSTRIES SERVED: FinTech / SaaS Artificial Intelligence / Machine Learning Blockchain / Crypto Cybersecurity Renewable Energy / Solar / Oil & Gas E-Commerce Healthcare / Biotech Real Estate (Residential & Commercial), PropTech Manufacturing / CPG EdTech Transportation / EV / Automotive Financial Services Hospitality / Tourism Agriculture / AgTech AI automation and more...! 📅 Available for Zoom. Message me your requirements and let's get started.

Scaling Companies with Clarity Most founders, owners and CEOs hit a wall where growth stalls, meetings go in circles, and the leadership team feels busy but unaligned. The business becomes dependent on the founder — and freedom feels further away.

 That’s where I step in.

 I’m a Fractional COO and EOS® Integrator who helps founders and leadership teams scale with clarity, accountability, and confidence. I don’t just advise — I roll up my sleeves and help you implement EOS® so the business runs on systems, not chaos.

 💡 What this means for you:
 - Leadership team alignment — everyone rowing in the same direction.
 - Accountability — Rocks, Scorecards, and clear ownership.
 - Execution — Meetings that solve issues instead of wasting time.
 - Freedom — A business that grows without being founder-dependent.

 Ways to Work Together:
 - EOS® Diagnostic Workshop
 - Quarterly EOS® Facilitation - Leadership Accountability Coaching - Fractional COO / EOS® Integrator Retainer - Hourly/Ad-hoc 
I work best with founders and leadership teams who want to scale with less chaos and more clarity. If you’re ready to turn vision into execution, let’s connect.


Not just “nice slides” but clear, structured stories built the way firms like Andreessen Horowitz Speedrun, Y Combinator, and Sequoia Capital expect. I focus on: • Turning complex ideas into simple, investor-friendly narratives • Structuring your story so it flows (problem → solution → traction → ask) • Designing clean, modern slides that don’t distract from the message • Making sure every slide answers “why should I care?” Whether you’re applying to accelerators, raising your pre-seed round, or refining your story, I build pitch decks that are clear, sharp, and ready to be taken seriously. I’ve worked with founders across different industries, and one thing is always the same: When the story is right, everything else becomes easier. What I need from you to get started: • Any rough content, notes, or old deck (even messy is fine) • A quick overview of your product + target market • Your goal (raise, apply, pitch, etc.) • Timeline If you’re looking for cheap slides, I’m probably not the right fit. If you want a pitch deck that actually helps you move conversations forward, let’s talk. Keywords: Pitch Deck Design · Investor Pitch Deck · Startup Presentation · PowerPoint Designer · Google Slides · Business Presentation · Sales Deck · Presentation Redesign · Data Visualization · Canva · Keynote · Visual Storytelling · Fundraising Deck · Corporate Presentation · Pre Seed

I'm a tax expert simplifying U.S. and international regulations for individuals and businesses; from forming your venture to strategic financial solutions, I've got you covered. 🌟 Here's what you can expect working with me: Genuine Expertise: I've waded through the dense intricacies of US and international tax codes, so you don't have to. When I provide guidance, it's rooted in solid experience and deep understanding, ensuring you're always in safe hands. People First: For me, it's more than just a job. I care about the individuals and businesses I collaborate with. That means I'm not just looking at figures; I'm understanding stories, goals, and dreams. Holistic Service: Beyond tax, I've ventured into assisting with business formation, bookkeeping, cap table management, and 409A valuations. These services aren't just additional offerings—they're integral components of a complete financial narrative. Clear and Honest Communication: The world of finance is riddled with jargon, but I commit to breaking it down. I’ll speak plainly, answer questions patiently, and ensure you're always in the loop. I'm here to be more than just a service provider; I aim to be a trusted partner. If you value genuine expertise, open communication, and a relationship grounded in trust, let's embark on this journey together.

I’m a senior business development strategist, proposal writer and manager with over 10 years of experience supporting small businesses and nonprofits pursuing federal, state, local, and international funding. I’ve led over 200 successful bid and grant submissions across sectors including global and public health, human capital, IT, education, logistics, and behavioral health—totaling more than $300M in contract ceiling value and over $18M in direct awards in FY2024 alone. I maintain a 64% win rate across both U.S. and international competitions, with specialized expertise in federal RFPs, grants, and international tenders. I support clients across the full lifecycle of opportunity capture, including pipeline building, market research, compliance analysis, teaming strategy, technical writing, and post-submission support. My work spans federal agencies (CDC, HRSA, NIH, DOT, DOD), state and local governments (CA, NY, TX, MD, VA, GA, PA), and global institutions (World Bank, IDB, UK GOV, CanadaBuys, CARICOM/English-speaking Caribbean). On the grant side, I specialize in NOFO-aligned submissions for public health and international development funding. Clients rely on me to design and write compliant, competitive proposals—including full technical volumes, staffing plans, past performance narratives, logic models, budget justifications, and program evaluation frameworks. I’m fluent in FAR/DFARS, Section L&M deconstruction, and GSA Schedule/GWAC strategy, and routinely support IDIQ, BPA, GWAC, and SBIR pursuits. I also bring significant experience with forming mentor-protégés, JVs, and executing subcontractor teaming arrangements. Typical Deliverables Include: • Full technical proposals (RFP, RFQ, RFI) • Grant applications (federal, foundation, global) • Capability statements and past performance • Market research and capture strategies • Logic models, TOCs, evaluation plans • Executive summaries and white papers • GSA pricing narratives and strategy documents • Slide decks for oral proposals and BAFOs Rates (varies depending on # of estimated hours): • RFI Responses (10–15 pages): $800–$1,800+ • Technical Proposals (25–75 pages): $2,500–$7,000+ • Full Grant Application Support (federal): $5,500–$9,500+ • Retainer Support: $3,500/month (40 hrs), $5,700/month (60 hrs) • Add-on: Market research (federal & state scans): $850–$1,250 • Add-on: GSA GWAC Contractor Teaming (CTA) & compliance consultations: $300/hr I use a Shipley Associates-informed methodology, real-time insight into procurement trends from GovWin/Deltek, and a disciplined, repeatable process for securing awards. If you’re preparing for a recompete, a strategic pivot, or your first federal bid—I’m your partner from capture through award.

I help growing companies turn strategic goals into predictable project execution and sustainable operations. Your business is scaling, and you need a leader who can manage complex initiatives while building the systems that keep them running. I step in as your Sr. Project Manager and Fractional COO to ensure that every project you launch becomes a permanent, high-performing part of your business. How I drive value for your organization: • Project-to-Ops Integration: I don't just close projects; I transform them into documented, repeatable workflows (SOPs) so your team can execute autonomously once the project is delivered. • Rigorous Project Delivery: With over 20 years of experience and PMP certification, I manage high-budget initiatives from initial chartering to formal closure, ensuring they stay on time and within budget. • Operational Scalability: I build the professional infrastructure, from PMO design to KPI frameworks, that allows each company to handle more volume without increasing chaos. •Strategic Visibility: I implement digital ecosystems (ClickUp, Monday) and real-time reporting to give you total clarity on project health and bottom-line impact. I am eager to prove the impact that a structured operational backbone can have on your bottom line. Give me the opportunity to learn about your vision, and I will show you exactly how I can help you turn it into a predictable reality.

I’m a senior level, Canadian HR Consultant with over 20 years experience in the following: * Canadian HR Compliance, including provincial Employment Standards, Occupational Health and Safety, and Human Rights Codes * Structuring workflow processes and employee organizational designs for maximum efficiency * Global workforce management, including remote or distributed workforces * Employee relations and difficult employee situations (harassment, substance abuse, unsafe work practices, employee injuries, workplace theft, and performance issues) * Employee agreements, contracts, handbooks, and policies and procedures * Recruiting for full-time employees, including globally * Recruiting for contract/freelance workers, including international offshore workers * Multiple startups, including setting up fully functioning HR departments from nothing * Remote worker relations and workflow, including with overseas workers * Workflow analysis and improvement * KPIs and worker accountability * AI and the workplace coaching, including employee rollout and education * Employee training, development, and enablement * Strategic HR and future planning * CEO and executive coaching 🕥 TIME ZONE: PT time zone all year, UTC/GMT - 7 (Vancouver, CANADA) 🕥 👍Client Testimonials: "Fabulous HR professional. Highly recommend." "Joan provided straight up, no-nonsense advice on our situation. It was exactly what we needed." "Joan was amazing. A first-rate professional." "Thank you so much. I’m really grateful for all the practical and insightful help and guidance you’re providing us. " "Thank you so much for this and providing simple to understand and well-structured documents.” "Joan is fantastic to work with! She completes everything quickly and with impressive attention to detail. Her well-thought-out options make decision-making easy, and she ensures that compliance is a breeze. I highly recommend her as one of the best consultants I have worked with!" "I am really excited about how this is shaping up. I'm impressed by your process, follow-up, and detailed work, and I wish all consultants worked in this manner. This project has been very successful in gaining awareness of what this location needs, and I am beyond thankful. I look forward to delivering it to the team." "I am so happy with how this project is going, this is exactly what we need." 🦾Strong Key Skills : * Self-Starter * Strategic Thinking * HR Expertise * Workflow, Processes, and Procedures * Change Management * Project Management * Business Acumen * Problem Solving * Team Player * Communication and interpersonal skills * Advisory and Coaching * Business Ethics * Cultural Sensitivity * Active Listening and Relationship Building * Resilience and Adaptability * Continuous Improvement Keywords: HR Human Resources HR Consultant HR Compliance Canadian Company Compliance Employer Health and Safety Compliance Fractional HR HR Manager HR Policy and Procedures Employee Handbooks Provincial Health and Safety HR Director Recruitment Hiring Talent Acquisition HRIS Applicant Tracking System HR Automation CEO Executive Coach BC HR Compliance Alberta HR Compliance Saskatchewan HR Compliance Manitoba HR Compliance Ontario HR Compliance Canada HR Compliance Employee Agreement Employee Contract Employee Termination Business Writing Employee Communications Talent Acquisition Global Workforce Management