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.

With nearly 20 years of experience and more than 300 successful business plans, I guide individuals just like you—from new start-ups to established businesses—in securing critical funding and advancing their strategic vision. I understand the exacting standards of SBA-approved lenders, private investors, and USCIS for business plans, ensuring your business plan is precisely tailored to their requirements, including those for immigration purposes (USCIS). Whether you need a plan for securing funding, obtaining licensing, fulfilling immigration requirements (E-1, E-2, L-1, L-2, EB-5 and NIW), or strategic planning, I deliver custom, results-driven business plans. For startups, I ensure a stress-free planning process. For established businesses, I provide the strategic roadmap to help you reach the next level of success. I've successfully developed plans for diverse ventures, including: + Food and Beverage (Restaurants and Bars) + Technology (Including Mobile Applications) + Real Estate + Construction + Personal Care (Spas and Salons) + Health and Fitness + Medical + Cannabis + Energy (Gas, Oil, Mining) + Importing and Exporting + Pet + Non-Profit Organizations Beyond these, I also have extensive experience with new product development, franchising, and business acquisition plans. Let's Discuss Your Project! I offer flexible engagement options (hourly or fixed-fee) and always provide work samples with my proposals, allowing you to evaluate quality firsthand. Let's discuss your project during a complimentary initial consultation. Contact me today to see how my expertise can benefit you. Best regards, Jeffrey

MBA General Business and AI USA, $2.5M in successful raises, including YC-backed startups, AI ventures, and fast-growing fintech in 4 months. I help early-stage startups launch, scale, and raise capital through investor-ready pitch decks, bulletproof financial models, GTM strategies, and airtight data rooms. My work has supported over $2.5M in successful raises, including YC-backed startups, AI ventures, and fast-growing fintechs. Whether you're validating an idea or preparing for a Series A, I work hands-on with founders to: Craft clear, compelling narratives that win investor attention Build financial models that reflect real-world growth potential Design GTM strategies that drive traction, not just noise Set up clean, professional data rooms that speed up due diligence I combine strategic thinking with high-performance deliverables, so you don’t just look good on paper, but also operate like a fundable company. Every project is designed to move the needle, build investor confidence, and get real results. If you're serious about raising or scaling, let’s turn your startup into a growth-ready, investor-backed business.

𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐚𝐧𝐝 𝐭𝐞𝐚𝐦𝐬 𝐭𝐮𝐫𝐧 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐢𝐧𝐭𝐨 𝐜𝐥𝐞𝐚𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬. You’re in the right place for research and strategic analysis that actually informs decisions right now, translating messy information into usable insight. I’m a research, strategy, and communications specialist with 10+ years of experience helping founders, executives, consultancies, and teams turn complex information into clear direction. On Upwork alone, I’ve completed 130+ projects across market research, business analysis, executive communications, sustainability/ESG reporting, and strategic planning. My work sits at the intersection of research, analysis, and execution. I tend to work best with clients who need someone they don’t have to manage. Off-platform, I’ve worked directly with CEOs, strategy teams, nonprofits, startups, and international organizations on everything from market entry and positioning to executive communications and sustainability reporting. W̲H̲A̲T̲ ̲C̲L̲I̲E̲N̲T̲S̲ ̲U̲S̲U̲A̲L̲L̲Y̲ ̲H̲I̲R̲E̲ ̲M̲E̲ ̲F̲O̲R̲ ✨Market & industry research that supports real business decisions ✨Competitive analysis, market sizing, and opportunity mapping ✨Audience research, persona development, and qualitative insight ✨Research-backed reports, presentations, and strategy documents ✨Executive-level communications and stakeholder-facing content Clients describe my work as thorough, supported by a wealth of verifiable data and references and delivered in formats that are easy to understand and build on. The review comments below are the most reflective of my overall value-add. “𝑆ℎ𝑒 𝑑𝑒𝑙𝑖𝑣𝑒𝑟𝑒𝑑 𝑎 𝑟𝑒𝑠𝑒𝑎𝑟𝑐ℎ 𝑝𝑟𝑜𝑑𝑢𝑐𝑡 𝑡ℎ𝑎𝑡 𝑎𝑛𝑠𝑤𝑒𝑟𝑒𝑑 𝑞𝑢𝑒𝑠𝑡𝑖𝑜𝑛𝑠 𝐼 𝑑𝑖𝑑𝑛'𝑡 𝑒𝑣𝑒𝑛 𝑘𝑛𝑜𝑤 𝐼 ℎ𝑎𝑑! 𝐶𝑜𝑚𝑚𝑢𝑛𝑖𝑐𝑎𝑡𝑖𝑜𝑛, 𝑤𝑜𝑟𝑘 𝑒𝑡ℎ𝑖𝑐 𝑖𝑠 𝑒𝑥𝑐𝑒𝑝𝑡𝑖𝑜𝑛𝑎𝑙.” “𝐼 𝑐𝑜𝑢𝑙𝑑 𝑛𝑜𝑡 𝑟𝑒𝑐𝑜𝑚𝑚𝑒𝑛𝑑 𝑀𝑢𝑛𝑎 ℎ𝑖𝑔ℎ𝑙𝑦 𝑒𝑛𝑜𝑢𝑔ℎ! 𝑆ℎ𝑒 𝑖𝑠 𝑡ℎ𝑒 𝑚𝑜𝑠𝑡 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑡 𝑎𝑛𝑑 𝑡𝑎𝑙𝑒𝑛𝑡𝑒𝑑 𝑟𝑒𝑠𝑒𝑎𝑟𝑐ℎ𝑒𝑟 𝐼 ℎ𝑎𝑣𝑒 𝑒𝑣𝑒𝑟 𝑤𝑜𝑟𝑘𝑒𝑑 𝑤𝑖𝑡ℎ.” “𝑆ℎ𝑒 𝑤𝑎𝑠 𝑐𝑜𝑚𝑝𝑙𝑒𝑡𝑒𝑙𝑦 𝑝𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙, 𝑝𝑟𝑜𝑚𝑝𝑡 𝑤𝑖𝑡ℎ 𝑤𝑜𝑟𝑘, ℎ𝑎𝑑 𝑔𝑟𝑒𝑎𝑡 𝑞𝑢𝑎𝑙𝑖𝑡𝑦 𝑎𝑛𝑑 𝑘𝑛𝑜𝑤𝑙𝑒𝑑𝑔𝑒 𝑎𝑛𝑑 𝑤𝑎𝑠 𝑐𝑜𝑛𝑠𝑖𝑠𝑡𝑒𝑛𝑡.” H̲O̲W̲ ̲I̲ ̲W̲O̲R̲K̲ I’m detail-oriented and structured, I ask smart questions up front, communicate clearly throughout, and deliver work that’s designed to be used in real time by real people. I regularly work with tools and sources such as Excel, Crunchbase, PitchBook, Dealroom, Bloomberg, D&B Hoovers, S&P Global, JSTOR, and sector-specific databases, and I’m experienced across industries including healthcare, finance, sustainability, consumer products, travel, education, and tech. Who I’m a good fit for ✨Founders and startups who need navigating growth, strategy, uncertainty, or market shifts. ✨Consulting and business development teams needing reliable research support ✨Teams preparing for growth, fundraising, launches, or internal alignment If you’re looking for someone who can step in, understand the brief quickly, and deliver work you can trust and reuse, I’d be happy to talk.

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.

✦ 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!

You’ve built a strong founder-led business — but growth is still running through you. I help scaling founders remove founder dependency, build operational capacity, and create the business architecture needed to grow without chaos. As a Fractional COO and Strategic Operations Partner, I work with founders whose business is already working — but the delivery, team, decisions, systems, and leadership rhythm have not yet caught up with the level of growth they’re trying to hold. Fractional COO | Strategic Operations Partner | Upwork Expert-Vetted | Top Rated | $200K+ Earned | 90%+ Job Success Most of my clients come to me when growth has started to expose the cracks behind the scenes. The business is making money. The clients are there. The opportunity is real. But the founder is still too involved in every decision, every delivery issue, every team question, every client escalation, and every moving part. That is founder dependency. And it is usually not solved by hiring another assistant, adding another tool, or writing another SOP. It requires stronger business architecture. I help founders build the operational capacity required to scale. Together, we may work on: • Founder dependency and bottleneck removal • Business architecture and operating model design • Team roles, decision rights, and accountability • Delivery systems, SOPs, and client experience • KPI dashboards and visibility systems • Pricing, packaging, retention, and margin improvement • Leadership rhythm, operating cadence, and calm CEO decision-making • Strategic priorities and execution systems for the next stage of growth This is not surface-level strategy. It is the work of making the business easier to run, easier to lead, and less dependent on the founder carrying everything. CLIENT RESULTS INCLUDE: • 10–15+ hours/week freed from day-to-day operations • Stronger execution without constant founder involvement • Clearer team ownership and decision-making • Improved margins through simpler, more effective systems • Increased revenue through better pricing, positioning, delivery, and operational clarity • A business that feels structured, calm, and back under control RECENT CLIENT WORK: • Helped a scaling mental health practice remove operational bottlenecks, improve decision-making, and prepare the business for acquisition • Supported a construction business through operational restructuring, KPI visibility, and a 28.6% revenue increase within 4 months • Partnered with a data analytics agency to strengthen sales, leadership, and scalable delivery foundations • Helped a creative agency move from reactive delivery into a clearer operating structure • Supported SaaS, consulting, agency, wellness, construction, community, and expert-led businesses through growth-stage complexity HOW I WORK: Assess We identify what is actually breaking under scale: founder dependency, delivery drag, team confusion, unclear decision rights, weak visibility, pricing strain, or operational complexity. Architect We design the business architecture: roles, responsibilities, rhythms, systems, priorities, KPIs, and decision flows. Align We create the leadership and execution structure needed for the founder and team to operate with more clarity and less reactivity. Accelerate We implement what matters most so the business becomes calmer, stronger, and more scalable. WHO THIS IS FOR: This is a strong fit if: • You are a founder, CEO, consultant, agency owner, or expert-led business owner • Your business is around $500K–$5M+ revenue • Growth is happening, but it still depends too heavily on you • You want strategic ownership, not task-based support • You need someone who can see the full business model, not just isolated operations • You are ready to build the structure for your next stage of scale This is not a fit if: • You are looking for a VA, OBM, admin support, or task-based project manager • You only want someone to “write SOPs” without addressing the business model underneath • You are very early-stage and still validating your offer • You want low-cost execution rather than strategic partnership • You want coaching without operational change ABOUT ME: I bring 20 years of experience across finance, strategy, operations, consulting, and founder advisory. I have built my own 7-figure consulting business, worked with founders and CEOs across multiple industries, and generated around $300K through Upwork while being recognised as Expert-Vetted / Top 1%. My strength is seeing the full system: business model, delivery, operations, leadership, decision flow, team capacity, pricing, and growth strategy — then simplifying it so performance becomes sustainable. If your business is growing but still depends too heavily on you, let’s start with a focused strategy conversation.

-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

The truth is business growth does not happen by chance. It happens when strategy, market understanding, financial insight, and execution are aligned. Growth is not about doing more. It is about doing the right things with clarity. Welcome to my profile where all your business worries are gone. Many founders know what they want to do, but struggle to translate ideas into clear plans, sound financial decisions, or documents that actually work in the real world. That gap between vision and execution is where businesses stall. That is where I come in. I provide strategic business guidance supported by financial analysis and modeling to help businesses move from uncertainty to clarity and informed execution. I work with founders, startups, and growing businesses to evaluate decisions, assess opportunities, and structure plans that are practical, defensible, and aligned with real objectives. My work focuses on helping leaders think through strategy, growth direction, and financial implications by asking the right questions and translating answers into clear, actionable outcomes. This includes business planning, financial analysis, modeling support, and documentation that supports decision making rather than guesswork. My approach sits at the intersection of strategy, execution, and legal style precision. Every engagement is designed to answer the questions decision makers actually ask. - How should this business be structured to support growth? - What do the numbers say about feasibility, risk, and opportunity? - What should be included in a business plan or pitch narrative to make it credible? - How can ideas be translated into a clear execution roadmap? - What systems and documents are needed to operate professionally and reduce risk? - How should this business be positioned for investors, partners, or internal alignment? I do not just prepare documents or models. I help businesses think clearly, present confidently, and operate with structure and intent. What I help clients with ◇ Business plans and growth strategies grounded in market logic and financial analysis. ◇ Financial analysis and modeling to support decision making, planning, and feasibility. ◇ Pitch narrative and content that communicates a clear, credible story. ◇ SOPs that turn day to day operations into scalable systems. ◇ Contracts, policies, and internal documents written with clarity, structure, and risk awareness. I work best with clients who want things done properly. Not rushed. Not generic. Not copied from the internet. If you already have ideas, notes, drafts, or financials, I will refine and structure them. If you are starting from zero, I will help you build the foundation the right way. Let’s create clarity, structure, and decisions that actually move your business forward. ___________ © Best regards, Keh...

MBA graduate (Business Analysis & Finance) with 10+ years of experience driving strategic growth and financial success for businesses of all sizes. I have a proven track record in developing comprehensive business plans, crafting persuasive investor and marketing pitch decks, and conducting thorough market research to uncover actionable insights. My experience as CEO of an online start up, where I successfully secured funding and led a team to achieve significant growth, gives me a unique understanding of the challenges and opportunities facing businesses in today's competitive landscape. Above all, I believe in a power greater than myself that helps me accomplish all what I achieve.. Let's collaborate to transform your business vision into a reality. Contact me today to discuss your project and see how I can help you achieve your goals.