“70% of entrepreneurs who conduct regular market research survive past their first 5 years." "68% of startups that present solid market data in their pitch decks secure funding faster and receive 15% to 25% higher valuations." 𝘚𝘰𝘶𝘳𝘤𝘦: 𝘐𝘖𝘚𝘙 𝘑𝘰𝘶𝘳𝘯𝘢𝘭 𝘰𝘧 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘢𝘯𝘥 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, "𝘛𝘩𝘦 𝘙𝘰𝘭𝘦 𝘰𝘧 𝘔𝘢𝘳𝘬𝘦𝘵 𝘙𝘦𝘴𝘦𝘢𝘳𝘤𝘩 𝘪𝘯 𝘌𝘯𝘵𝘳𝘦𝘱𝘳𝘦𝘯𝘦𝘶𝘳𝘪𝘢𝘭 𝘚𝘶𝘤𝘤𝘦𝘴𝘴" (2025). 𝗚𝗿𝗲𝗮𝘁 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝘀𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗴𝗿𝗲𝗮𝘁 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀. I help businesses and founders transform complex market data into clear, actionable Go-To-Market (GTM) strategies, comprehensive business plans, and competitive intelligence that answer what stakeholders actually care about: Who is the buyer? What is the true TAM/SAM/SOM? And how do we win? With 6+ years of experience in independent strategy and market research consulting, I specialize in building data-backed strategies structured for clarity, competitive advantage, and measurable growth. I have worked with 60+ clients across 12+ countries and delivered 90+ strategic projects, including market entry plans, competitive intelligence reports, and customer acquisition strategies across SaaS, healthcare, retail, education, and fintech. 𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢: • Market Research & Competitive Intelligence • Market Analysis & Industry Analysis • Go-To-Market (GTM) Strategy Formulation • TAM / SAM / SOM Analysis & Sizing • Business Plan Writing & Financial Projections • Pitch Deck Creation & Funding Analysis • Customer Journey Mapping & Segmentation • SEO, Campaign & Ad Strategy Analysis • Mergers & Acquisitions (M&A) Evaluation 𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘: • 6+ years in global strategy consulting & market research • 60+ clients worldwide (US, UK, UAE, Singapore, and 8 other countries) • 90+ strategic projects delivered with a 100% job success rate • Expertise across 15+ industries including SaaS, fintech, healthcare, and education 𝗪𝗛𝗬 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 𝗠𝗘 • 4.99/5 average rating from high-profile global clients • Meticulous research and a strong focus on top-notch, actionable results • Highly responsive and adaptable to fast-moving business environments • Translates complex competitive intelligence into clear growth metrics • Integrity and transparency at every step of the consulting process If you're validating a business idea, assessing a new market, preparing for fundraising, evaluating competitors, or building a growth strategy, let's discuss how research can help you make more confident decisions.

I've spent a decade working with small and start up businesses, helping them utilize data and analytics to make practical, informed, strategic decisions that optimize their resource usage efficiency. I've also held high-level positions in Operations, enabling me to help them implement those decisions via workflow design, process optimization, and organizational expansion. I specialize in business strategy, operations management, and growth planning. -MBA: Entrepreneurship and Information Systems -BA: Finance, Computer Science, and Math -10 years experience in data analysis and KPI reporting -5 years direct experience in operations management -Operations experience includes running a company with $1M+ in annual revenue and 15 employees -Google Sheets expert specializing in dashboard development and formula writing -Extensive Excel experience (rest of Microsoft Office Suite as well, especially Word and PowerPoint) and working knowledge of entire Google Suite -Familiar with Java, Perl, SQL and HTML -Diverse background includes direct exposure to most functions of business strategy including finance, marketing, operations, and IT. Areas of professional interest include small and startup businesses, strategic roadmapping, and the practical application of data to inform business decisions.

Strategic Pitch Deck Designer | 1,000+ Decks | $370M+ Raised by Clients I create investor pitch decks, fundraising presentations, business plans, and financial models that help startups, growth companies, and funds tell a sharper story, win investor attention, and move high-stakes conversations forward. Ready to get the results you want? Message me for a free 15-minute consultation. ⭐⭐⭐⭐⭐ “Humberto brings unmatched expertise and professionalism. He’s a true partner in every sense.” By applying a proven process, I can help you turn complex ideas into a clear, compelling, visually polished deliverable built for audience. I provide a unique combination of skills: strategy consulting, fundraising storytelling, business analysis, financial thinking, and high-end presentation design. That means I help you refine the positioning, pressure-test the logic, structure the narrative, simplify the message, and translate your business into a persuasive visual story. Why Clients Hire Me: 1. 1,000+ pitch decks and business presentations created 2. $370M+ raised by clients 3. 500+ clients across 60+ countries 4. 270+ completed Upwork jobs 5. 30 years of experience across strategy consulting, banking, investments, and presentation design 6. MBB-level consultant (Booz Allen Hamilton / Strategy& / PwC) and financial experience (Citi and Prudential) 7. 200+ consulting projects across startups, growth companies, funds, and enterprise clients What Clients Say ⭐⭐⭐⭐⭐ “Captured exactly what I wanted. The process was seamless, and the result was exceptional.” ⭐⭐⭐⭐⭐ “Phenomenal partner!” ⭐⭐⭐⭐⭐ “Amazing deck creator!” ⭐⭐⭐⭐⭐ “My go-to for pitch decks.” Approach: Every deck is custom-built around your objective. No recycled templates. No generic layouts. No superficial slide “beautification” without strategic thinking. You get a deck that is clean, modern, credible, and tailored to the decision you need your audience to make. What I Help With My core specialty is creating investor pitch decks for startups and growth companies, from pre-seed through Series A. I help founders prepare decks for accelerators, incubators, angel investors, high-net-worth individuals, family offices, venture capital firms, corporate venture teams, and strategic partners. I also collaborate with growth companies, enterprises, venture capital funds, and private equity firms on creating or improving their presentations. Projects include: • Investor pitch decks • Fundraising decks • Series A / seed / pre-seed pitch decks • Business plans • Financial models • Sales decks and partnership presentations • Private equity and venture capital presentations • Board and executive presentations • Company profiles • Financial presentations • Investment memos and one-pagers • M&A presentations • Real estate and project presentations • Conference, marketing, and strategic presentations Design Style My design philosophy is simple: less, but better. I create clean, modern, high-impact slides with strong visual hierarchy, sharp messaging, elegant layouts, and clear storytelling. I can work within an existing brand system or build a fresh presentation style from scratch. How I Work I start with the business objective: raise capital, win a client, secure approval, clarify the strategy, or sharpen the story. Then I review your materials, identify gaps, structure the narrative, and translate everything into a polished, persuasive deliverable. My process is simple and efficient: 1. Review your existing materials, goals, audience, and constraints 2. Conduct a focused strategy call to close content and positioning gaps 3. Build the storyline and sample slides for alignment 4. Develop the full deck, business plan, model, or presentation 5. Refine collaboratively until the result is polished, editable, and ready to use Deliverables typically include fully editable PowerPoint and PDF. Industries Served I have worked across technology, SaaS, AI, fintech, healthcare, healthtech, biotech, medical devices, consumer products, food and beverage, real estate, private equity, venture capital, renewable energy, infrastructure, education, hospitality, manufacturing, logistics, telecommunications, IoT, water and waste management, nonprofit, government, and professional services. Tools PowerPoint is my primary tool. I can also create polished animations and transitions when they support the message rather than distract from it. I also work with Google Slides, Canva, Adobe Illustrator, Photoshop, Acrobat, Excel, ChatGPT, Claude, Gamma, and Beautiful.ai. Next Step Message me to discuss your project. I offer a free 15-minute consultation to confirm fit, understand your goals, and map the fastest path to a high-impact pitch deck, business plan, financial model, or strategic presentation.

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.

I have a history of high success in both the corporate and startup worlds: - Founded Hiperwall, grew it into a global multi-million-dollar business without investors - Managed Zetera global sales, marketing and manufacturing, helped raise over $20M - Part of the 4 person team that launched the Westinghouse line of LCD televisions - Oversaw a corporate turn-around at Premier mounts, restoring profitability and growth - Grew Canon computer sales by over 20% while increasing gross margin by 13% - Increased Compaq notebook sales by 50% to $500M annually in less than 1 year - Received a Silver Anvil from the Public Relations Society of America, their highest award I began my career as a software engineer, working for large enterprises like McDonnell Douglass and Xerox, as well as startup Dayflo, named software company of the year by PC Magazine. Over time, I transitioned to a technical marketing role, then through product management, brand management, strategic planning and eventually into general management. In 2000 I shifted my focus to the world of hi-tech startups. Since that time, I have worked exclusively for emerging companies as a consultant, employee, advisor, board member or founder. I am an adjunct college professor, teaching start-up skills to would-be entrepreneurs. I hold multiple granted patents, with additional patents pending, and am a published author whose work has appeared in preeminent publications such as PC Magazine, U.S. News & World Report, PC Computing and Digital Signage Magazine.

﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ Authorized service partners of RAKEZ-UAE, SPC Sharjah and HFZA Sharjah. ﴿ Authorized 'Perks & Services' provider of HUB71-ADGM Accelerator (UAE) ﴿ Financial Consultancy Partner of Atal Incubation Centre, BIMTECH (India) ﴿ Authorized Service Partner of Zoho, Wafeq Verified Partner, Odoo Authorised Partner and Quickbooks ProAdvisor Elite Level ﴿ 800+ Jobs completed, $1M+ earnings, 50,000+ hrs worked by our company on Upwork. ﴿ CA / CMA / MBA / BTech. / MFC / CS - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We provide financial advice to enhance an organizations’ financial performance and increase its business value. We also provide valuation and corporate investment advice. 2. INVESTMENT ADVISORY/ EQUITY RESEARCH We provide investment advisory services in equities, mutual funds, commodities, and real estate. Our highly qualified and experienced research would guide you at every stage of investment to achieve the best combination of risk and reward. 3. ADMINISTRATION/IT (ACCOUNTING AND FINANCE) We provide support for any finance related admin work such as content for portals, database management, dashboards, performance reporting, client portfolio reporting, corporate presentations and preparing layouts for annual reports. Our experienced team is well versed with many tools useful in day to day data management like Microsoft Excel VBA, Access database, Dashboard builders, Myob, Zoho, Quickbooks etc. 4. MODELING/ ANALYTICS We are proficient in conducting all kinds of financial modeling and statistical analysis in MS Excel, SPSS, Frontline and @Risk. We are skilled in use of econometric tools like probability distributions, regression, co relation, co variance, Chi Square test, Z Test, T Test, ANOVA Analysis, and Monte Carlo Simulation. We are also expert Excel Dashboard builders. 5. STARTUP SOLUTIONS We provide end to end solutions to start-ups including business plan formulation for investors, financial forecasting, investor presentations and teasers, marketing plan, budgeting, strategic plan, e-commerce launch and fund raising consultancy.

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

World-Class Finance & Strategy Consultant | MBA | Master in Finance | Senior Business Developer | Automation Pro & System Architect | Financial Modeling & Valuation Expert | Executive Reporting & Dashboards I’m a global business consultant and corporate finance advisor with a dual background in growth-stage operations and investment strategy. I help organizations unlock growth, streamline operations, and drive value through strategic planning, precise financial modeling, and data-integrated execution. As Founder & Managing Partner at SWL Consulting, I lead a global consulting agency specialized in AI-driven solutions across corporate finance, operations, sales, and business strategy. I work with startups and growing businesses across the U.S., LATAM, and Europe, supporting them in building scalable models, implementing automation, and preparing for investor engagement and funding rounds. Previously, I served as Managing Director (LATAM) a Global Consulting firm, where I led multidisciplinary consulting teams across the region, focused on Corporate Finance, Business Strategy, SalesTech, and Real Estate Advisory for clients in the U.S., Europe, and MENA. Earlier in my career, I also served as Head of Investments at a Venture Capital fund, where I built and assessed high-value investment models for films, video games, and streaming assets—bridging the creative and financial worlds with rigor and structure. 🔍 What We Do Best at SWL Consulting: Financial Strategy & Corporate Finance Systems We design and implement financial architectures that enable precise decision-making, scalable growth, and capital efficiency. This includes financial modeling, forecasting, cost optimization, capital structure design, and investor-ready reporting systems. Operations & Business Infrastructure We build operational backbones that ensure stability, scalability, and efficiency, covering processes, compliance, procurement, and administrative systems that allow organizations to scale without friction. Business Intelligence & Decision Systems We create integrated data environments with real-time dashboards, performance tracking, and decision frameworks that provide full visibility across operations, enabling faster and more accurate execution. Revenue Growth & Sales Systems We design predictable revenue engines through acquisition, conversion, and retention system, integrating CRM, automation, and data-driven sales strategies to maximize lifetime value. Marketing Strategy & Market Positioning We develop and execute growth strategies that strengthen brand positioning, generate demand, and scale visibility through data-driven marketing, content systems, and performance analytics. AI & Intelligent Automation Systems We design and deploy tailored AI solutions including automation workflows, AI agents, predictive models, and decision-support systems, integrated into core business processes to enhance productivity, reduce costs, and create competitive advantages. System Architecture & Integrations We architect and integrate scalable systems across CRM, ERP, marketing, finance, and operations—ensuring seamless data flow, automation, and technological cohesion across the organization. Digital Products & Scalable Platforms We build and optimize digital platforms (web, apps, e-commerce, internal tools) designed for performance, scalability, and seamless user experience—aligned with business objectives and growth strategy. 🔧 Tools & Technology Stack We leverage a curated stack of industry-leading tools and platforms to design, integrate, and scale business systems across finance, operations, sales, and AI: CRM & Sales: HubSpot, Salesforce, PipeDrive, GoHighLevel Data & BI: Power BI, Tableau, Looker Studio, Google Sheets Automation: Python-based workflows, Zapier, Make, n8n, Systems & Databases: Airtable, Supabase, BigQuery, SnowFlake Finance & Accounting: QuickBooks, Xero, Odoo Project & Operations: Notion, ClickUp, Asana, Monday Marketing & Outreach: Instantly, Apollo, Kommo, Aircall Web & Product: Webflow, Shopify, custom-built solutions 🧠 Why Work With US: ✔️ Private Equity Experience – Currently working as Portfolio Companies Accelerator for large Private Equity funds. ✔️ Cross-Continental Delivery – Projects completed in the U.S., LATAM, Europe, Africa & Australia ✔️ C-Level Operational Leadership – CFO, Head of Investments, and Managing Partner experience ✔️ End-to-End Execution – From business plan to implementation, systems to strategy ✔️ Industry Breadth, Technical Depth – SaaS, Health Tech, Crypto, Real Estate, Media & Retail ✔️ Built for Scale – I deliver not just insights, but systems that grow with your business If you're scaling, raising capital, optimizing operations—or simply need clarity through numbers—let’s work together and drive real results.

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

I am an MBA-trained (Kelley School of Business, Indiana University) strategist with 10+ years of experience, offering premium consulting services at an introductory rate to build my Upwork profile. ​While I typically consult for large enterprises and pharmaceutical firms, I am opening my schedule to help startups, small businesses, and solopreneurs get organized and execute their plans. You get the same level of rigor I provide to Fortune 500 clients, but for a fraction of the cost as I establish my reputation here. ​How I can help you: - ​Business Planning: Drafting solid business plans, pitch decks, and roadmaps. - ​Market Research: Competitor analysis, SWOT analysis, and industry trends (recent work: SWOT for a local food truck launch). - ​Financial Strategy: Modeling, pricing strategy, and budget forecasting. ​- Ad-Hoc Strategy: Acting as a sounding board or "Chief of Staff" to help you solve operational bottlenecks. ​I am US-based (Eastern Time), responsive, and ready to hit the ground running. If you are ready to professionalize your strategy or prepare for a fundraise, click 'Invite to Job' to schedule a brief introduction.