Get 3X-5X more investor meetings 🦄 $𝟱𝗕+ 𝗳𝗿𝗼𝗺 𝘁𝗼𝗽 𝗩𝗖𝘀: 𝗮𝟭𝟲𝘇, 𝗦𝗲𝗾𝘂𝗼𝗶𝗮, 𝗟𝗶𝗴𝗵𝘁𝗦𝗽𝗲𝗲𝗱, 𝗧𝗶𝗴𝗲𝗿, 𝗜𝗻𝘀𝗶𝗴𝗵𝘁, 𝗦𝗼𝗳𝘁𝗕𝗮𝗻𝗸 + 𝗞𝗵𝗼𝘀𝗹𝗮 🏆 15+ years capital markets experience 🥇 #1 on Upwork worldwide 🌟 The founders I work with are pitching at the high-stakes table. I help them crush it: ● "SoftBank is leading the round - $70M on 725 pre-money" ● “Sequoia wants to lead the round” ● “On our first Series A pitch, we got a verbal offer from Andreessen Horowitz” ● "Someone from the audience at the JP Morgan event stood up and told us BEST PITCH EVER" Founders that work with me are at LEAST 2Xing their raises. ⚡︎I cannot help everybody, but we may be a great fit if you are thinking: ● "There's millions on the line and I want the BEST" ● "Our story has changed since last round!" ● "I know how to run my business, but maybe I'm too close to it" ● "I'm NOT a pitch expert, and I don't have time to mess around with powerpoint!" ● "The last pitch we did was embarrassing - I don't want that EVER again" ● "I need a full pitch package that I KNOW 100% will tell our company’s story RIGHT" We focus on Series A - D rounds ($2M minimum if Late Seed) 🦄 Past clients include: Eterneva Place Technology PATH water SVES 40+ Venture Capital / Private Equity / Hedge Funds Working with me, you will ★ Stop struggling with powerpoint - we handle the Pitch Story, Investor Strategy, Verbal Talk Track, Market Research, Design & Pitch Strategy ★ Put your best foot forward for your one shot with that Tier 1 investor ★ Anticipate investor objections and pre-handle them ★ Receive turnkey, investor-grade, futureproofed documents that raise capital ★ Captivate investors with the elite pitch strategies that $1B+ founders use in their raises ★ Work with an experienced full-stack team that regularly wins business over Goldman Sachs ...and even save money by taking my high-quality work and reusing it in your sales decks My clients have a LOT to say about me: ✅ 𝑰 𝒄𝒐𝒖𝒍𝒅𝒏'𝒕 𝒓𝒆𝒄𝒐𝒎𝒎𝒆𝒏𝒅 𝑬𝒗𝒂𝒏 𝒎𝒐𝒓𝒆 - 100% 𝒘𝒐𝒓𝒕𝒉 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕! -Shark Tank Winner with multiple VC backing, raised $10M in 3 weeks ✅ 𝑻𝒉𝒊𝒔 𝒅𝒆𝒄𝒌 𝒖𝒏𝒍𝒐𝒄𝒌𝒆𝒅 𝒂 $30𝑴 𝒅𝒆𝒂𝒍 & 𝑰𝑷𝑶 -Lead investor of Consumer business ✅ 𝑶𝒖𝒓 𝒅𝒆𝒄𝒌 𝒘𝒂𝒔 𝒔𝒐 𝒉𝒐𝒕 𝒕𝒐𝒅𝒂𝒚 𝒊𝒕’𝒔 𝒄𝒓𝒂𝒛𝒚… 𝒕𝒉𝒆 𝑺𝒊𝒍𝒊𝒄𝒐𝒏 𝑽𝒂𝒍𝒍𝒆𝒚 𝑽𝑪𝒔 𝒘𝒆 𝒑𝒊𝒕𝒄𝒉𝒆𝒅 𝑳𝑶𝑽𝑬𝑫 𝑰𝑻... -Biotech CEO with $500M raised + 4 exits + 1 IPO ✅ 𝑾𝒉𝒂𝒕 𝑬𝒗𝒂𝒏’𝒔 𝒅𝒐𝒊𝒏𝒈 𝒊𝒔 𝒑𝒖𝒓𝒆 𝒎𝒂𝒈𝒊𝒄 -Founder who raised $10M in 8 weeks Not every business is my client, though. Some signs we might not be a good fit include: ✗ The company is struggling to pay salaries - can’t do that in good conscience ✗ ”Respect for others” is not a core value - we love working with awesome people we respect I've pitched 100s of investors and successfully raised for my own Consumer Products business. I’ve also been an investor, advisor and director – and now I run our inhouse VC - so I’ve got a 360 view from every seat at the boardroom table. I know what it takes to generate investor documents that you feel confident pitching and investors feel safe investing in. 🔢 My stats: ● #1 globally on Upwork in Pitch Decks... and the entire Finance category ● $5B+ raised: SAFE, equity, convertible, debt, bridge, mezz ● Clients raised $22M / week in 2023 on avg + 3 IPOs ● Over 2,000 Pitch Decks + Business Plans built ● Over 1K financial forecasts built from scratch ● Featured in Forbes, TechCrunch, INC, Business Insider + more 🦄 About my company Unicorn Capital: INTEGRITY IN EXCELLENCE above all things: Excellent work, on time, every time. We only take on projects we are certain we can knock out of the park. Our time is LIMITED: We work fast, but we have 40% Repeat Clients + 40% Referral + over 10 Upwork project invites DAILY + 5+ from Paid Ads + other inbound. We have to choose new clients carefully. We have a waitlist. (This is not a sales tactic. It is reality.) What we look for in a new client: ● Open mind, relaxed attitude ● Values integrity & relationships ● Focused on improving, lets their actions speak louder than words ● Knows our minimum scope, and wants the BEST 🇺🇸 Discount for US military veterans, active service military, first responders and founders w/full-sleeve tattoos Sound like a fit? Next steps: 📺 Watch the videos on my Upwork profile and in my work examples 🟢 Press '...' button then ‘Send Message’ button in the top right-hand corner 💬 Write me a personalized note including why you think we’re a good fit to work together Expertise: Consumer, Luxury, Manufacturing, Cannabis, Ecommerce, CPG, PE, VC, Pharma, Healthcare, Medtech, Biotech, B2B, SaaS, Tech, Fintech, Capital Raising, Pitch Decks, Investor Decks, Pitchbook, Information Memorandum, CIM, Machine Learning, AI & OpenAI ChatGPT, LLM, ML, Financial Modeling, Investor Narrative Strategy

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.

I build Lean Business Operating Systems (LBOS) that let founders step out of day-to-day operations — without the business slowing down. I work with digital agencies, online coaches, and service-based founders who've outgrown founder-led operations. In 24 years running operations — from a $50M+ APAC energy portfolio to scaling a home services platform to 9,000+ customers — I've learned the same lesson everywhere: growth stalls when goals, KPIs, workflows, and accountability live in different places. LBOS puts them in one system. What I Build A custom operating system for your business: SOPs, automation, and accountability structures, wired together using tools you likely already have — Notion, ClickUp, Asana, GoHighLevel, Power BI. I don't believe in reinventing the wheel. I connect the right tools the right way. Track Record Built LBOS playbooks for 12+ startups, improving scalability, efficiency, and revenue predictability As Fractional COO for The Retail Strategists, increased delivery speed 40% through automation and SOP alignment As Consultant for Winkdezign, restructured project delivery and client systems, cutting lead time 25% and opening the business to international markets As Founder & CEO of Agniko Home Services, scaled a 4-city home services platform to 9,000+ customers and 300% revenue growth — StartupTN TANSEED 5.0 and Emerging Startup of the Year (Times Group) Managed $50M+ in assets and 100+ multicultural staff across APAC at Modex Energy Singapore Tools I Connect Notion (Advanced) | Asana (Ambassador) | ClickUp | Monday com | GoHighLevel | Power BI | Salesforce | Google Workspace | Zapier | Looker Studio | Miro | Lucidchart | Visio | ChatGPT | Claude | Perplexity Industries Digital marketing agencies | Online coaching & consulting | eCommerce | SaaS | Home services | Retail | Energy | Manufacturing Why Clients Work With Me I don't just optimize operations — I engineer the system that runs them. Your LBOS becomes your company's operational backbone: lean, data-driven, and built to scale without you carrying it day to day.

Founders bring me in when a meaningful decision is approaching and the numbers are not yet ready. That usually means one of five things: ▶ a capital raise is coming ▶ debt or lender conversations need stronger support ▶ cash visibility is weak ▶ the forecast cannot be trusted ▶ investor, buyer, or diligence scrutiny is getting closer I work with founder-led companies that need decision-grade finance, not bookkeeping-only support. My core engagements include: 🔹 CFO Reviewed Financials™ A structured financial diagnostic that identifies the most important reporting, margin, liquidity, and control issues affecting decision quality. 🔹 CFO Reviewed Financial Model™ A diligence-grade review of an existing model to pressure-test assumptions, logic integrity, capital needs, and investor-readiness. 🔹 Comprehensive Financial Model™ A dynamic, driver-based model built for fundraising, debt, hiring decisions, expansion planning, or exit preparation. 🔹 Investor-Ready / Lender-Ready / Buyer-Ready Sprints Structured, time-boxed engagements for companies preparing for investor conversations, lender or credit discussions, buyer diligence, or exit-readiness planning. 🔹 Ongoing CFO Advisory Financial leadership for founders who need stronger forecasting, KPI discipline, reporting cadence, and strategic finance judgment. Published rate reflects initial advisory and diagnostic work. Larger readiness, modeling, and CFO engagements are scoped separately based on decision context, complexity, and timeline. Selected outcomes include: ✔ $29.3M raised across four VC rounds ✔ $20M expansion funding secured ✔ support for a $22.0M acquisition completed ahead of plan ✔ a $5M telehealth startup sale ✔ a turnaround from a $1.5M loss to a $0.5M profit I am a fit when the business has a real financial decision in front of it. I am not the right fit for bookkeeping-only, tax-return-only, or cosmetic spreadsheet work. If you are preparing for capital, debt, diligence, cash restructuring, or a strategic exit, send a message with the decision you need to make and the timeline you are working against.

🥇Hi, I'm Talha. I help Founders and CEOs extinguish the fires and build a scalable operating model that generates the most profit over the longest period of time - for the least effort and cost. 💪 75+ SUCCESSFUL PROJECTS | 💼 10+ YEARS EXPERIENCE | 🌟 PMP CERTIFIED | 🔸 A CEO and Founder's delight where I take 50% off their plate | ⭐ Top 1% Upwork Freelancer 🌟 IF I FAIL TO MAKE AN IMPACT WITHIN THE FIRST QUARTER THE ENTIRE MONEY WILL BE REFUNDED. 🌟 Click “𝗜𝗻𝘃𝗶𝘁𝗲 𝘁𝗼 𝗝𝗼𝗯” if you're looking for a someone to take of at least 50% OFF the plate of the CEO / Founders / CTO and VPs. I'm the one you're looking for, someone with 200% commitment (Guaranteed), someone who won't care what time it is, if it's on weekends or even if it's not in my Job Description. I will be there! That's the level of commitment I have. 🌟 Available on all time zones (EST ,PST, MST, CET and other). Why Hire Me as Your Fractional COO? - A Fractional COO translates your vision into execution, eliminating chaos and giving your team direction. - A Fractional COO creates scalable processes so your company can grow without constant reinvention. - A Fractional COO builds accountability frameworks that ensure everyone knows their role and delivers measurable results. - A Fractional COO takes operational burden off your shoulders, so you as a founder can focus on growth, fundraising, or innovation. I don’t act as just another consultant. As a Fractional COO, I work hands-on with your team, roll up my sleeves, and drive measurable outcomes. What I Deliver as a Fractional COO ✔️ In-depth operational audits and optimization strategies ✔️ Process mapping and scalable workflow design ✔️ End-to-end project and program management ✔️ Setup and integration of PM and CRM systems (Asana, Jira, ClickUp, Trello, Airtable, Monday.com, Confluence) ✔️ Accountability systems with KPIs, OKRs, and real-time dashboards ✔️ Remote and hybrid team leadership frameworks ✔️ AI-powered operational tools to boost efficiency and reduce costs ✔️ Interim operational leadership during executive transitions or scaling phases Digital Marketing / SEO Website/Software Development iOS/Android projects/products Fintech integrations projects Software Transitions/acquisitions projects. Branding & Marketing Products. EXPERTISE & TOOLS: Project Management: MS-Project, JIRA, Monday.com, Wrike, Trello, Asana and click up Product Management: Aha, Product Plan ERP/Open Source Programs: ODOO, Click Up, , Salesforce. Reporting Tools: Excel, Power point, PowerBI Communication Tools: Skype, Ring Central, Slack, Teams, Blue Jeans, Meet, CERTIFICATIONS: PMP® | Project Management Certification. Agile Scrum Leadership Certification. Program Management - PMI Managing Project Risk Certified - Coursera Initiating and Planning Project Certified - Coursera Certified Google Project Manager Certified Agile Scrum Master(ASM®)

Muhammad Qasim Mughal Netsuite Xero Certified QuickBooks Online Proadvisor QuickBooks Online Advanced Certified Clio Manage Clio Accounting Restaurant 365 ACCA (Accountant) CFA Charter Holder (Financial Analyst, Financial Modelling & Wealth Management Expert) I have proudly aided various clients in different industries to their gratification. Now I have +8 Years of experience in the arena of Accounting, Auditing, Management Consultancy, and Financial Advisory Services. I have finalized statutory audits of many organizations under my supervision. I believe in perfection so any project provided to me will be accomplished with excellence. I do Provide the Following Services: Accounting Services: Bookkeeping, Netsuite, Sage One, Quickbooks, Xero, Financial Reporting, ERP/CRM Consultant, System Documentation Business Consultant: Valuation, Forecasting, Budgeting, Equity Research, Business Plan, Feasibility Studies, System Integration, Working capital Management, Performa Statement Audit & Assurance: Internal Auditing, External Auditing (Non-Statutory), Compilation, Forensic Auditing, Fraud Investigation Here are some of the elements that set me apart: - I will always complete my projects by our established timelines. - I provide free support for 60 days to ensure your project is functional and understood. - I am happy to train you or a team member on use via Skype or telephone. - You will get clear, friendly communication throughout your engagement. Regards M. Qasim Mughal

❇️ 𝐈 𝐡𝐞𝐥𝐩 𝐁𝟮𝐁 𝐚𝐧𝐝 𝐒𝐚𝐚𝐒 𝐟𝐨𝐮𝐧𝐝𝐞𝐫𝐬 𝐛𝐮𝐢𝐥𝐝 𝐩𝐫𝐞𝐝𝐢𝐜𝐭𝐚𝐛𝐥𝐞 𝐒𝐚𝐥𝐞𝐬, 𝐆𝐓𝐌 𝐚𝐧𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 𝐩𝐢𝐩𝐞𝐥𝐢𝐧𝐞 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐛𝐲 𝟐𝐗–𝟒𝐗 𝐚𝐧𝐝 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 𝐨𝐮𝐭𝐛𝐨𝐮𝐧𝐝 𝐫𝐞𝐬𝐩𝐨𝐧𝐬𝐞 𝐫𝐚𝐭𝐞𝐬 𝐮𝐩 𝐭𝐨 𝟏𝟎–𝟏𝟓%.. I’m Pascal, a 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐌𝐎 and 𝐑𝐞𝐯𝐎𝐩𝐬 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐧𝐭 with 15+ years in executive growth roles, helping B2B and SaaS companies design Go-To-Market systems that turn lead generation into predictable revenue. I don’t optimize channels. I architect revenue systems. ✔️𝗪𝗵𝗮𝘁 𝗦𝗲𝘁𝘀 𝗠𝗲 𝗔𝗽𝗮𝗿𝘁? I don’t treat B2B sales, marketing, CRM, outbound, and AI as separate functions. I design Revenue Operations (RevOps) and GTM systems that align pipeline generation, forecasting, and sales execution to drive predictable revenue growth. 𝐈 𝐡𝐞𝐥𝐩 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐭𝐡𝐢𝐬 𝐢𝐧𝐭𝐨 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐆𝐓𝐌 𝐚𝐧𝐝 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐝𝐞𝐥𝐢𝐯𝐞𝐫: ✔ Consistent qualified sales pipeline ✔ Higher outbound reply and conversion rates ✔ Structured go-to-market (GTM) execution ✔ Full funnel visibility from lead to revenue ✔ Reduced manual sales effort and operational chaos 𝐓𝐲𝐩𝐢𝐜𝐚𝐥 𝐢𝐦𝐩𝐚𝐜𝐭 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐞𝐝: ✔ Outbound reply rates increased from 3–5% to 10–15% ✔ Qualified meetings improved by 30–45% through better ICP targeting ✔ Sales pipeline growth increased by 2–4x through structured outbound systems ✔ Significant improvement in CRM accuracy and forecasting visibility ✔ 30–50% reduction in manual sales operations workload ✔ Faster movement from lead generation to closed revenue ✔ Stronger alignment between marketing, sales, and revenue operations 𝐖𝐡𝐚𝐭 𝐬𝐞𝐭𝐬 𝐏𝐚𝐬𝐜𝐚𝐥 𝐚𝐩𝐚𝐫𝐭: ✔ Data-driven outbound and sales strategy (not generic lead lists) ✔ GTM systems built around buyer intent and timing signals ✔ Revenue operations thinking applied to sales execution ✔ Deep focus on pipeline quality, not just volume ✔ Scalable systems designed for predictable B2B revenue growth ✔ Experience across B2B Sales, GTM strategy, outbound execution, and RevOps alignment 𝗪𝗵𝘆 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 & 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 𝗵𝗶𝗿𝗲 𝗣𝗮𝘀𝗰𝗮𝗹: They need predictable pipeline without building a full outbound team They want better conversion visibility across sales systems They need structured GTM execution instead of random outreach They are tired of disconnected freelancers and tools They want scalable revenue systems instead of short-term campaigns They need experienced operators who understand real sales execution 📩 Send a message with: • Current ARR • Sales motion (Inbound / Outbound / Hybrid / PLG) • Where revenue breaks today If there’s alignment, I’ll outline the fastest path to stable, scalable B2B growth. ✔ 𝐊𝐞𝐲𝐰𝐨𝐫𝐝𝐬: Fractional CMO, RevOps Consultant, Revenue Operations, Go-To-Market Strategy, GTM Strategy, B2B Growth Consultant, B2B Lead Generation, Sales Funnel Optimization, HubSpot Consultant, Salesforce CRM, CRM Implementation, Pipeline Optimization, Sales Process Design, Demand Generation, Outbound Sales Strategy, Account Based Marketing, Sales Automation, AI Sales Automation, AI Lead Generation, SaaS Growth Strategy, Revenue Growth Strategy, Forecasting, Revenue Architecture, Marketing Automation, SDR Systems, Revenue Attribution, Conversion Optimization, Pipeline Acceleration, CAC Reduction

✔️ 70+ successful projects | 🌍 55+ clients worldwide | 🔝 Top 2% Upwork Talent | 💯 100% Job Success Are you looking for a Fractional COO (EOS Integrator) / CAO (AI) who can step in and streamline your operations, align your teams, and drive scalable growth? I help founders, CEOs, and executive teams regain control of their operations by implementing world-class business systems, process frameworks, and strategic execution plans—without the overhead of a full-time executive. AI-Driven. Human-Perfected. Unbeatable Operations. 🔧 What I Do: I specialize in business operations transformation, focusing on: ✅ Fractional COO/CAO Services – Executive-level support to align business strategy and daily execution (Vision to Traction) ✅ Operations Management – Process improvement, SOP creation, KPI tracking, and workflow automation (AI-driven Solutions) ✅ Strategic Planning & Execution – OKRs, Quarterly Rocks, roadmaps, and scalable operating models (Data-driven decision-making (DDM), based on Data Intelligence) ✅ Team Structuring & Leadership – Org design, role clarity, talent ops, and remote team management ✅ Digital Operations Hub Design – Combine automation, AI, and talent to run efficient, outsourced processes 🎯 Who I Work With: - Startups & Scaleups needing structure, systems, and strategic focus - SMBs & E-commerce companies preparing for growth, funding, or exit - Government Agencies looking to institutionalize business process management (BPM) - Founders overwhelmed by operations and ready to delegate and scale 📈 Recent Results: - 💡 Designed and implemented a Strategic Dashboard for the Ministry of Economy in Argentina to track 15 public entities - 🚢 Overhauled passenger onboarding for a top ferry services operator in South America, streamlining admin, ticketing, and check-in with digital tools - 💳 Led business process reengineering for a Fintech to optimize performance and compliance - 🛠 Built a Project Management Framework for a UAE-based product design firm, integrating Pipefy and KPI dashboards - 🐶 Launched end-to-end operations for a DTC (Amazon Seller) dog treat brand: from digital sales channels to fulfillment 🎓 Credentials & Background: - Ex-Accenture & Deloitte | Senior Consultant in transformation programs (Big 4) - Corporate experience at Microsoft, Avaya, and Telecom - Bachelor’s in Industrial & Business Engineering, UTN Argentina - Built and led international, remote teams with multi-million dollar budgets - Fluent in English and Spanish | Culturally adaptive across global markets - Endurance mindset: I’m also an ultramarathon runner 🏃‍♂️ 📂 Ready to See the Impact? - 📎 Explore my portfolio to see how I’ve helped startups and companies like yours gain clarity, control, and results. - 📅 Let’s connect to discuss how I can help scale your operations—without scaling your headaches.

Agentic AI Engineer specializing in OpenAI, Claude, RAG Systems, AI Agents, Workflow Automation, and AI-Powered SaaS Applications. I build production-ready AI systems that help businesses automate operations, process documents, orchestrate workflows, answer complex questions, qualify leads, and integrate AI into existing business processes. My focus is on practical AI solutions that create measurable business value, not experimental demos. Over the past several years, I have helped startups, agencies, and growing businesses implement AI Agents, RAG systems, workflow automation, internal AI tools, and intelligent business applications. Specializations: • Agentic AI Systems & Multi-Agent Workflows • OpenAI & Claude Integrations • Retrieval-Augmented Generation (RAG) • AI Knowledge Bases & Enterprise Search • Workflow Automation & AI Orchestration • AI-Powered SaaS Products • Document Intelligence & Data Extraction • Internal AI Assistants & Copilots • CRM & ERP Integrations • API Development & System Integrations • Business Process Automation • MCP Integrations & Tool Use Systems Technologies: AI & LLMs OpenAI, Claude, GPT-4o, Gemini, Claude Code, Cursor, Prompt Engineering, Structured Outputs, Agentic Workflows AI Infrastructure RAG, Vector Databases, Semantic Search, Embeddings, MCP Servers, Knowledge Systems, AI Memory, Observability Automation n8n, Make., Zapier, APIs, Webhooks, CRM Automation, Workflow Orchestration Development Next.js, React, TypeScript, Node.js, Python, FastAPI, PostgreSQL, Supabase, Docker Recent Solutions: • AI Knowledge Assistants & RAG Platforms • Multi-Agent Business Automation Systems • AI-Powered Document Processing Workflows • Customer Support & Lead Qualification Agents • Internal Operations Dashboards • AI SaaS MVPs & Business Applications • Workflow Automation & Integration Platforms Industries Served: SaaS • Professional Services • Healthcare • Real Estate • Marketing Agencies • Recruitment • E-Commerce • Consulting #AgenticAI #AIEngineer #OpenAI #Claude #RAG #AIAgents #WorkflowAutomation #AIAutomation #LLM #GPT4o #ClaudeCode #MCP #n8n #MakeCom #AISaaS #SemanticSearch #VectorDatabase #DocumentIntelligence #NextJS #React #TypeScript #Python #FastAPI #Supabase #PostgreSQL #APIIntegration #BusinessAutomation If you're looking for an Agentic AI Engineer who can take an idea from concept to production and build reliable AI systems that deliver measurable business outcomes, I'd be happy to discuss your project.

Top 1% Expert-Vetted Research Consultant | Former VP Research, 12 Years Experience Trusted by Fortune 500, startups, nonprofits, entrepreneurs, SMBs Top Rated Plus on Upwork Award-Winning Researcher (NASPA NOW Award, Geneva Ray ORATE Award) 60+ studies designed (case study, quasi-experimental, RCT, mixed-method) 100+ focus group and in-depth interviews conducted $4 million+ in grant-funded projects managed I'm Dr. Annie Cole, EdD, the founding CEO and Principal Research Consultant at Praxia Insights, a global research agency. I offer end-to-end research support to academics, businesses, and nonprofits. Market/Product/UX Research Competitor/Gap Analysis/TAM Academic/Grant Research Instrument/Assessment Tool Development Program Evaluation Focus Group/In-Depth Interview Survey Data Analysis/Dashboard Rapid Cycle Testing Customer Segmentation/Personas/Journey Maps Landscape Analysis Literature Review Funnel/Website/Social Analytics Conversion Rate/CTR Optimization Executive Report Annual Report Brief/Infographic Pitch-Ready Slide Deck EXAMPLES OF MY WORK: 1. Ran several focus groups to help an online Saas company identify user perceptions when scrolling the company website, which led to major insights into why users weren't signing up for consultation calls. 2. Helped an edtech startup land their first federally-funded EIR grant for over $3 million in funding across 5 years. 3. Developed and ran a user feedback survey to collect customer feedback at 6 months and 1 year after their paid experience with the company. Data was used to show evidence of programmatic impacts to major funders and donors. 4. Designed the first annual report for a nonprofit, which was shared with stakeholders and funders to share impact data and build brand credibility. **FEEDBACK FROM PREVIOUS CLIENTS** "Absolutely fantastic to work with ! Dr Annie is a rock star 🌟 looking forward to more projects together." "This is our 2nd time working with Annie. She was very prompt on her communication. We were able to meet and get an understanding of the project. I got consistent updates on participants, schedule, and changes. Overall it was a very thorough project. Definitely recommend her for doing any focus groups!" "Very good work. I received very good feedback from members of my target audience and now have a report I can show to our executive board to propose new changes." MY BACKGROUND & EXPERIENCE: • BS Psychology, EdD Educational Neuroscience • Previous journal review board member for NASPA, JSARP, & JWG • Social and Behavioral Responsible Conduct of Research, CITI Training • Conflict of Interest, CITI Training ***** If you've read this far... it might make sense to jump on a call with me! Let's set up a free consultation call so I can better understand your unique project needs. Dr. Annie Cole, Ed.D. Founding CEO, Principal Research Consultant Praxia Insights