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Rating is 4.8 out of 5.
4.8/5
based on 289 client reviews
  2. Finance & Accounting Talent
  3. Financial Planners
  4. (Current) Investment Bankers
  • $95 hourly

    • 5.0/5
    • (508 jobs)
    $200M+ Pitch Decks | 600+ Work-Hours | 400+ Projects If you need to present valuable information about your company in front of important people, you have reached the right freelancer here! I will make you a professional and creative PowerPoint presentation with unique custom-made designs, infographics, and animations that are individually based on your company’s needs alongside the specific branding, and general feel. My incredibly unique background in finance and graphic design is a distinctive combination of skills and experience that allows me to combine business knowledge with a strong sense of design. This business background ensures the seamless transition of content into clear and engaging decks that the audience comprehends. 👉🏻 What Can You Expect? 📄 Content With extensive experience working with prestigious Fortune 1000 companies as well as small start-ups that participate in the 500 Startups acceleration program, I deeply understand what type of content you need to have on each slide of your deck. Therefore, I have prepared the content guideline questionnaire that asks you different questions about important topics making it much easier for you to have everything you need to excite investors. 🖼️ Design Content is always important but even the very strong one can often pass unnoticed without exceptional design complementing it. With the extreme attention to detail I provide, a visually fascinating presentation is easier to influence your audience with. 🔄 Unlimited Revisions My priority is to leave my clients 100% satisfied with my work. For this reason, I work with unlimited corrections until you are 100% satisfied and happy with the final result. 👉🏻 What Do My Clients Say About Me? 📝 "Quick turnaround, high-quality work, and happy to make additional changes… even after the job was completed, thanks Giorgi!" 📝 "It was a pleasure to work with him because he is intelligent and talented in his field.” 📝 "Giorgi did a really great and professional job! We will continue to work with him in the future" 📝 "He is extremely skilled and very cooperative. He understood and implemented all feedback very promptly and was available 24/7 to assist. Would love to work again with him." 👉🏻 What Do I Work With? ✔️ PowerPoint ✔️ Google Slides ✔️ Keynote ✔️ Figma What are you waiting for? Let’s get started now on a presentation that will be perfect for your needs - guaranteed!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Illustration
    PPTX
    Financial Presentation
    Business Plan
    Presentations
    Startup Consulting
    Animation
    Presentation Design
    Microsoft PowerPoint
  • $250 hourly

    • 5.0/5
    • (33 jobs)
    ⭐️ M&A and capital raising expert with more than $6 billion in closed transactions ⭐️ 10 years IB experience (both middle market and Wall Street) ⭐️ Worked with clients in many industries across the globe (US, UK, Europe) ⭐️ Active entrepreneur, angel investor, and private equity investor ⭐️ CFA Charterholder & MBA I am a finance expert with over a decade of experience in investment banking, consulting, angel investing, and private equity. With a proven track record of advising clients on transactions worth more than $6 billion in the middle market and on Wall Street, I am excited to offer my expertise to assist you with any projects you may have. Throughout my career, I have worked with various companies, from start-ups to global enterprises, venture capital firms, and private equity funds, on sell-side and buy-side M&A, capital raising, strategic planning, and corporate development engagements. These experiences have provided me with a unique combination of financial expertise, strategic insight, and interpersonal skills that I bring to every project. I recently also founded a partnership of executives, entrepreneurs, and investors that invests in companies in the lower middle market. This allows me to maintain a constant pulse on the market and stay informed of the latest trends in many industries. My areas of expertise include the following: ✅ Wall Street quality pitchbooks, investor presentations, and information memoranda ✅ Sell-side M&A support: buyer screening/lists, process management, due diligence ✅ Buy-side M&A support: target screening & research, investment thesis, due diligence ✅ Financial analysis & modeling: three-statement models, budgeting, forecasting ✅ Valuation modeling: DCF, public comparables, precedent transactions, LBO ✅ Business plan writing ✅ Market research ✅ Interim CFO / VP of Finance / Corporate Development My promise to you: ✅ I am fully committed to delivering a project only with the highest quality ✅ I will always be transparent in my communication and provide timely updates ✅ I will not take on an engagement unless I can guarantee its success ✅ I can deliver time-sensitive projects expeditiously Please do not hesitate to get in touch. I am excited to work with you.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Microsoft Excel
    Accounting Principles & Practices
    Chartered Financial Analyst
    Valuation
    Pitchbook
    Capital Markets
    Venture Capital
    Pitch Deck
    Startup Consulting
    Financial Modeling
    Company Valuation
    Private Equity
    Mergers & Acquisitions
    Financial Analysis
  • $110 hourly

    • 5.0/5
    • (15 jobs)
    +M&A / corporate development / investment banking / financial advisory +Customized pitch deck, CIM, investor presentations, executive summaries +Financial modeling and projections +Financial analyses and dashboards Let me help you analyze your business and tell your story! I have 14+ years of investment banking and M&A experience and have created dozens of financial models for financial analyses/performance tracking, valuation, M&A and investor/executive snapshots. I also have created numerous marketing materials for capital raising and acquisition evaluation.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Mergers & Acquisitions
    Microsoft Excel
    Business Presentation
    Due Diligence
    Financial Analysis
    Pitch Deck
    Microsoft PowerPoint
    Financial Modeling
    Valuation
    Business Planning & Strategy
    Pitchbook
    Investor Overview
    Executive Summary
    Finance & Accounting
    Business Writing
  • $30 hourly

    • 4.5/5
    • (182 jobs)
    Proven expertise in the Consulting and Research domain spanning diverse industry verticals, coupled with a strong background in Private Equity and Investment Banking. Adept at discerning potential targets for successful business partnerships, with a comprehensive understanding of Investment Banking activities related to target identification and shortlisting. I am a collaborative team player who aligns seamlessly with organizational requirements and team-specific objectives. Consulting Projects: Valuation of Private Companies: Utilized methods such as DCF, Sum of the Parts, and Scorecard for accurate valuation. Deal Knowledge Graph: Mapped diverse deals across industries, extracting strategic directions through regress analysis. Dynamically updated insights in data repositories for future analysis and prediction. M&A Target Identification: Employed methodologies like DCF, Comparable Company Analysis, and Precedent Transaction Analysis to identify and value relevant targets. Investment Banking Support: Assisted an Investment Bank in making investment decisions using valuation methodologies like Comparable Company Analysis and Precedent Transaction Analysis. PE Investment Trend Analysis: Shortlisted VC/PE firms based on past and announced investments, identifying sectors of focus. Strategic Acquirer Identification: Aided a PE firm in identifying strategic acquirers for portfolio companies, conducting benchmarking on financial and operating parameters. Vendor Solvency Recommendation: Provided vendor solvency recommendations to an Anglo-Australian multinational mining, metals, and petroleum company. Financial Models: Developed and maintained monthly/weekly Financial Models using the Relative Valuation Approach. Product Development: Collaborated with the product development team on a financial product in progress. Text Analytics: Engaged in developing a text analytics module for identifying relevant filings and articles from the web. Research and Analytical Projects: Comparable Company Analysis (CCA): Prepared comprehensive summaries of trading multiples and key operating metrics using relative valuation. Precedent Transaction Analysis: Identified, valued, and provided analysis of historic M&A deals. Research Reports: Developed Industry and Company Specific Research Reports. Benchmarking: Conducted benchmarking on various financial and operating parameters to analyze competitive positioning. Debt Maturity Analysis: Worked on Profiles, Debt Maturity Summaries, and graphical representations. Pro Forma Financial Statements: Created pro forma financial statements, identified trends, and made forward-looking predictions. Professional Skills: Project Management: Responsible for project management, daily workflows, and resource allocation to ensure timely delivery and high-quality output. Research Tools and Databases: Proficient in utilizing research tools and databases such as Bloomberg, Thomson, Capital IQ, Fact Set, Merger Market, Factiva, and Pitchbook.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    List Building
    Company Research
    Investor Overview
    Market Analysis
    Market Segmentation Research
    Financial Modeling
    Business Valuation
    Financial Analysis
    Pitchbook
    Management Consulting
    Data Scraping
    Private Equity
    Business Plan
  • $25 hourly

    • 4.9/5
    • (23 jobs)
    CFA Charterholder (CFA Institute USA)| 13+ years' experience in Investment Banking | 100+ Financial Models| Valuation (DCF, Multiple based and Asset base)| Business Planning| Pitch-deck | USD 50Milion + raised| Financial Advisory. I can provide you end to end solution from company valuation to financial forecasting, modeling and finally presenting with Dashboards. I can prepare a complete interactive financial model along-with all assumptions and related annexures. I can do business valuation, company any advisory in Mergers & Acquisition along-with ways to arrange funds. I can prepare pitch-deck for start-ups along-with forecasting their financials. I can prepare Dashboards in Excel or Power BI, as per your requirements. Know about Pivot, power pivot, power query.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Project Finance
    Business Valuation
    Company Valuation
    Online Market Research
    Analytics Dashboard
    iDashboards
    Financial Presentation
    Financial Management
    Financial Consulting
    Financial Planning
    Financial Modeling
    Financial Projection
    Financial Analysis & Valuation
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  • $275 hourly

    • 5.0/5
    • (24 jobs)
    Edward Sapp is a real estate investment consultant with 7+ years of experience in real estate. Experienced: 7+ years in commercial real estate, including roles as Vice President in Investments and PM at Brookfield and Investment Banker at Credit Suisse Broad Exposure: Worked across asset classes (Multifamily, Retail, Self Storage, Office, Life Science, Student Housing) and strategies (loan workouts, M&A, public and private LBOs, portfolio management). Deal Experience: First-hand experience on large-scale and asset-level equity transactions, including: $11.4B Public Buyout and Privatization of Multi-Sectored, 100+ Property National REIT, $3.5B Sale of Life Science Portfolio to Sponsor, $1.2B Sale of Self Storage to Sponsor, $27.5B PM of Luxury Retail REIT Negotiator: Skilled in negotiating loan workouts for Brookfield's extensive retail portfolio, representing the firm in discussions with relationship lenders and special servicers Strategic & Analytical: Excel Modeling expertise, ranging from back-of-envelope calculations to complex 200+ asset corporate models for major portfolio companies. Capable of building and adjusting cash flow waterfalls with various return structures and distribution scenarios. Able to deliver advanced analysis within tight turnaround timelines. Data-Driven: Proficient in data mining, data visualization, and the use of software languages such as Python for real estate market analysis. Market Analysis: Developed national investment theses and ranking systems for real estate micro-markets using top-down data analysis and market trends from platforms such as Green Street, CoStar, Placer, REIS, AxioMetrics, US Census, RedIQ, Bloomberg, and more. Entrepreneurial: Adaptable and driven, seeking interesting projects of any size to apply my skills and knowledge in the real estate industry
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Portfolio Performance Modeling
    Mergers & Acquisitions
    Valuation
    Accounting Basics
    Real Estate Financial Model
    Real Estate Acquisition
    Real Estate
    Acquisitions
    Due Diligence
    Capital Markets
    Investment Research
    Asset Management
    Portfolio Management
    Real Estate Investment Assistance
  • $130 hourly

    • 5.0/5
    • (156 jobs)
    An MBA with 12+ Years of Banking, Consulting, Real Estate, and Venture Capital Experience. Worked with 100+ startups, SMEs, and investors (PEs & NHIs) providing them with advisory and preparing investor documents (business plans, financial models, and pitch decks) for fundraising and other strategic transactions. Helped startups raise over $100 million in funding from pre-seed to Series D rounds, further, I have also worked with investors evaluating startups and helped in investing over $60 million of capital. Have worked extensively on Real Estate underwriting projects evaluating collectively over $2 Billion worth of projects. Areas of Expertise: 1) Business & Strategic Consulting - business plans, financial models, opportunity evaluation (TAM, SAM, SOM), marketing plan, go-to-market strategies, operating metrics, budgets & and forecasts, etc. 2) Fund Raising and investor documents - information memorandum, pitch decks, financial models, term sheets, valuation, etc. 3) Transaction Advisory - due diligence, feasibility report, M&A, company valuation, market research 4) Real Estate/PE - Detailed Financial modeling (multi-family, office building, retail, hotels, etc.) with NPV, IRR, ROI, Return; cashflow waterfalls, transaction pitch decks, fund theme presentation, fund structures, etc. 5) Market Research - industry analysis, market sizing, competitive analysis, customer analysis, SWOT, etc. I have advanced financial modeling skills using Excel and can prepare investor-focused pitch decks. I can make consulting-style PowerPoint slides with infographics, charts, graphs, and custom data visualizations for pitch decks, investor presentations, internal presentations, etc. I have completed my MBA from the Indian Institute of Management and ESCP-Europe, the most prestigious and reputed academic institution in India and Europe.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    SaaS
    Real Estate Appraisal
    Ecommerce
    Financial Planning
    Business Research
    Financial Analysis
    Startup Consulting
    Microsoft Excel
    Pitch Deck
    Financial Modeling
    Microsoft PowerPoint
    Business Plan
    Fundraising
    Venture Capital Consulting
    Market Research
  • $200 hourly

    • 5.0/5
    • (37 jobs)
    Carta Certified Expert. I help startups and SMBs (small and medium sized businesses), and attorneys and accountants to those businesses, with cap tables, equity administration, capitalization analytics, finance, and fundraising concerns (private equity, venture capital, convertibles and SAFEs, etc.). Following are some of my core services. Just reach out if there's something you don't see here. - I can help you understand, through conversations and in Excel: cap tables, valuation caps, SAFEs, valuations, dilution, stock options, basic C-Corp concepts... any aspect of startup venture capital equity, no matter what stage your company is at - I build cap tables that show you the timeline of your equity ownership structure through Series A or an exit - I fully set up, clean up, or manage Carta for my startup clients so that they can focus on the business - During fundraising rounds I provide critical Excel support to you and your counsel, which significantly speeds up the fundraising process, helps ensure your cap table and any conversions or exercises in Carta align with your legal agreements, and significantly cuts back on legal bills - I can keep track of documents and wires related to conversions, distributions, and investments while you're raising a round and provide other transaction-related admin services that require an understanding of the fundraising transaction workflow - Turn your existing investor documents, or your ideas about forming a company and raising money, into a simple Excel spreadsheet (cap table) that will help you very clearly understand the importance of appropriate valuation caps and other critical dilution considerations - I can stick around for as long as you want help, through your fundraising round, after it to manage Carta, or to help with ongoing options grants and equity admin housekeeping Background: I have nearly 20 years of capital markets experience, including financial and capitalization table (cap table) modeling, cap table management, Carta buildouts, waterfall modeling, real estate syndication modeling, and so on. I hold a Master's degree from New York University, where I studied finance and investment, and received a Dean’s Fellowship for academic excellence. I am a full-time independent consultant, located in St. Petersburg, FL. My business is called Investible Ventures.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Real Estate Financial Modeling
    Startup Company
    Startup Pitchbook
    Modeling
    Startup Consulting
    Investment Preparation
    Financial Modeling
    Private Equity
    Investment Strategy
    Financial Analysis
    Venture Capital
    Equity Valuation
    Microsoft Excel
    Venture Capital Consulting
  • $75 hourly

    • 5.0/5
    • (5 jobs)
    I am Thomas Avery Wilson IV, a finance professional experienced in investment banking, M&A consulting, and business valuation. I have a track record of managing the M&A lifecycle, creating financial models, negotiating deals, and fostering client relationships. Notable achievements include overseeing multi-million-dollar transactions in healthcare, software, logistics, and manufacturing.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Market Analysis
    Growth Analytics
    Strategy
    Mergers & Acquisitions
    Finance
    Investment Research
    Presentations
  • $50 hourly

    • 5.0/5
    • (19 jobs)
    Worked as an Investment Banking Analyst with Bank of America and JP Morgan and as a Financial Analyst/Modeller with American Express. Proficient in Financial Analysis, Financial Modelling, Start up and Business Valuations, Comparable Analysis and Investment Research. Expert in Microsoft Excel and have handled and worked on huge datasets. I am proficient in extracting data, powerpoint presentations and data analysis. Masters of Business Administration degree from Indian Institute of Management, one of the top rated B-Schools in India. Thank you. Reviews - "Karan was wonderful to work with. He is highly intelligent in his area of expertise, he was professional and paid attention to detail. I would HIGHLY recommend Karan to anyone, you will not find a better candidate in his area of expertise and knowledge to work with on Upwork. I look forward to working with Karan again on future projects."
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Writing
    Corporate Finance
    Investment Research
    Financial Writing
    Business Valuation
    Financial Modeling
    Financial Analysis
    Microsoft Excel
  • $75 hourly

    • 4.9/5
    • (633 jobs)
    ﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 800+ Jobs completed, $800K+ earnings, 40,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - 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.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Managerial Finance
    Business Valuation
    Private Equity
    Business Proposal Writing
    Business Analysis
    Financial Management
    Financial Analysis
    Strategic Plan
    Business Plan
    Real Estate Investment Assistance
    Corporate Finance
    Business Modeling
    Financial Modeling
    Microsoft Excel
  • $99 hourly

    • 4.9/5
    • (174 jobs)
    I am a driven financial analyst with 10+ years of experience working at a top Wall Street bank and as an independent financial consultant. I specialize in building complex financial models and have built 1,000+ models for companies that represent almost every industry and range in size from startup to corporations. My clients include major VC's and startups and my models have been used to raise more than $1 billion in debt and equity capital. I am a CFA Charterholder and possess all the required qualifications to complete 409A valuations. I am a modeling expert in the following industries: - Ecommerce - SaaS - Energy - Manufacturing and logistics - FinTech/Lending Financial modeling: I believe in the mantra: "Garbage in, garbage out". Building a financial model/analyzing any type of financial data is pointless if you don't first understand the economics of the underlying business. I seek to understand the message behind the numbers and build models that demonstrate that message without needless complexity. Every business is unique and the model I build for you will be too. My goal is to capture the forces that drive your business in a succinct, professional, and user-friendly form that will produce real insights about the nature of your pricing, operations, and scale.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Management Consulting
    Venture Capital Consulting
    Startup Consulting
    Business Analysis
    Financial Modeling
    Business Modeling
    Business Valuation
    Financial Analysis
    Business Plan
  • $40 hourly

    • 4.8/5
    • (682 jobs)
    🎯 Expert Vetted + Top Rated Plus I offer Complete CFO Services. The goal is to become a one stop finance, business planning and accounting solution for your company. Mission Statement: Partnering with clients to drive growth, profitability, and success I have graduated from Manchester Business School, England (A Top 20 Global B School) I am an Alum of IIM Bangalore and SRCC Delhi (India's top B schools). I also secured National Rank 14th in CA CPT Exams (CPA equivalent). I manage Efincatalyst, with a focus on offering Business and Financial Consulting. We also offer white label solutions to consultants, coaches, lawyers and bankers. Highly advanced Finance and Excel modeling skills, coupled with my forte in building complex forecast models enable me to perform investment bank grade analysis, leading to professionally prepared financial projections and statements. I am also an expert in creating pitch decks, business plans and corporate presentations targeted at bankers and investors. I am also joined by my Partner- Jain, a Financial Consultant with expertise in offering CFO solutions, financial modeling, pitch decks, ICOs, Crypto, and investor fundraising. He is a CA (CPA equivalent), CFA L2 Candidate and has studied at Cambridge University (Sydney Sussex College), England. Software Stack Proficiency: MS Excel, Google Sheets, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, NetSuite, Zoho Books, Zoho Analytics, Fathom and MS Suite. ✅ Proficient in: ---------------- - Fundraising Business Plans And Investor Presentations - Pitch Decks and Pitch Books - Business Plan Writing - Investment Research - Financial Research, Planning, Analysis - Data Visualization and Analytics - Memorandum for Sale Presentation (Investor Memorandums) - Valuation Report and Analysis - Accounting and Financial Reporting - Financial Forecasting - FP&A SaaS Ops - M&A LBO Modeling - Real Estate Modeling - Investor MIS KPI Dashboards ✅ Working With Me Can Be Beneficial In The Following Ways: -------------------------------------------------------------------- - Excellent Written and Spoken English Skills. (Published Writers) - ~60 Hours/week availability - Committed to finish projects in agreed deadline - Flexible working hours as per customized client timings - I provide project/job updates on a regular basis so that you can track the progress. - I will help you in all the different stages of the project. - I have traveled extensively across the United States, Europe and GCC. - 50% of our clients are from US and Canada, 30% from Europe and Middle East - We are happy to take both long term and one-off projects. We have been working with some clients for over 5 years on the platform. - We focus on supporting Startups, SMBs and Corporates Our USP: We love our profession. We love reading, talking and thinking about businesses and how we can empower their growth. We think of every project as a puzzle to be solved in a particular budget and timeline while meeting Business Owner/CXO objectives. Please feel free to have a no obligation call to understand if we can add value to your business.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Plan
    Financial Accounting
    Investment Research
    Financial Management
    Legal Consulting
    Bookkeeping
    Budget Management
    Business Analysis
    Business Valuation
  • $45 hourly

    • 5.0/5
    • (27 jobs)
    I am a Top Rated Freelance Contractor having 12+ Years of professional experience. I assisted 50+ startups with forecasting, projections, valuation and financial modeling for fund raising. I have developed expertise in Financial Models for SaaS / Subscription, Real Estate, E-Commerce, Tech (EdTech, MedTech or HealthTech, Online Gaming, Mobile Apps, Online Platforms). Feel free to contact me and discuss your business concerns. I am a professional experienced in financial modeling, startup valuation and appraisal, financial forecasting and analysis, data visualization and dashboards, credit risk analysis, macro and micro level research, equity research, financial reporting and client management. I am an ACCA Member (Chartered Certified Accountant | UK) and also pursuing CFA Program (USA). I have completed FMVA (Financial Modeling & Valuation Analyst) certification by Corporate Finance Institute (Canada). I have developed fine-tuned expertise in financial and business analysis, research and constructing investment strategies and financial models. I have extensive experience and excellent in valuation of listed companies and start-ups for fund raising and investment. I have managed a number of projects from small to large scale in tight deadlines through optimum use of human and material resources.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Analysis & Valuation
    Financial Model
    Financial Projection
    Startup Consulting
    Real Estate Financial Model
    Real Estate Appraisal
    Real Estate
    SaaS
    Company Valuation
    Financial Analysis
    Pro Forma Statement
    Forecasting
    Real Estate Financial Modeling
    Financial Modeling
    Microsoft Excel
  • $95 hourly

    • 4.9/5
    • (213 jobs)
    I orchestrated more than $50 million in VC funding with early-stage founders between 2019 and 2021. I advised and developed more than 100 portfolio companies' capital-raising strategies with targeted venture capital funds. I guided startups through their investor-relationship-building, due diligence and deal execution. - What clients say about my work: ✅"A+++. Really went above and beyond and knows his stuff. We had struggled with these market slides for 6 months and across many advisors for advice. Mohamed was the only one to nail it and was a pleasure to work with." - Laura Bloomer ✅"By far the most intuitive, innovative, and creative consultant that I have worked with. Be confident that Sheraie will do a wonderful job for you and your company with very little oversite, and a lot of love and care." - Chuck Mitchell ✅"It is very hard to find someone who is both good at design thinking and also understands business/pitching. He is capable of this. I absolutely plan to work with him in the future, and I highly recommend you do as well. The proof is in the results!" - Akin Ola - A dedicated VC scout with a passion for entrepreneurship, start-ups, and venture capital. Excelling with more than a decade of sell-side investment experience. Prevailing with five years of experience in a client-facing role helping founders raise capital. Harnessing a significant set of skills through scaling a start-up through five years of experience as a founder. MBA thesis about the factors that affect the internationalisation of venture capital to emerging regions, covering the UK’s VC in the MENA region. - If you're seeking a cutting-edge business-savvy pro, I am your guy. I would be glad to help you grow & scale your business in both a sleek & lean manner. - My motive is perfect client feedback. I feel extreme joy when businesses achieve their goals through my work. Cheers!
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Business Writing
    Business Plan
    Financial Modeling
    Startup Pitchbook
    Fundraising Presentation
    Valuation
    Financial Planning
    Google Slides
    Venture Capital Consulting
    Microsoft PowerPoint
    Fundraising
    Investment Research
    Pitchbook
    Startup Consulting
    Pitch Deck
    Investor Overview
    Presentation Design
    Investment Preparation
  • $160 hourly

    • 5.0/5
    • (326 jobs)
    I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Budget Management
    Capital Markets
    Business Coaching
    Process Improvement
    Startup Consulting
    Business Valuation
    Mergers & Acquisitions
    Business Plan
    Strategic Plan
  • $80 hourly

    • 4.6/5
    • (2 jobs)
    I am an investment banking professional with over 12 years of professional experience advising large, mid-size and early-stage companies worldwide on their Mergers & Acquisitions, Joint Ventures, Private Equity Fundraising, Restructured Debt, and Sale of Distressed Assets. Over the years, I have been part of multiple multi-million dollar strategic and financial deals across sectors. My Core Competencies include Market Assessments, Financial models, Company Valuations, Due diligences, Innovative Financing, Private sector Engagements, Private Sector Policies, Deal Structuring, Capacity Building, Growth Strategies, Business Assessments, Investment appraisals, Strategic Financial Review, Working Capital Management, Feasibility Studies, Foreign Direct Investment, Stakeholder management, Legal and Regulatory Framework, Documentations, and Deal Closure. My investment banking practice is sector agnostic but has a wide experience of executing deals in Port Operations, Forestry, Agriculture, Green Energy, Healthcare, FMCG, E-commerce, Telecom, IT, Tourism, Industrials and Education. In the last few years, I have worked with clients from over ten countries, including Afghanistan, Cambodia, India, USA, UAE, Oman, Zambia, Zimbabwe, Kenya, Rwanda, Japan, and Germany. I work with consulting firms, institutional investors, family offices, and clients and extend deal performance advisory. I also focus on the end-to-end execution of the buy and sell-side. Some of the key clients I worked with include international organisations like United Nations, USAID, private consulting firms like The Palladium Group, Big Four consulting firms, Crowe Network, Fortune 500 Companies, etc.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Mergers & Acquisitions
    Due Diligence
    Management Consulting
    Startup Consulting
    Fundraising
    Private Equity
    Joint Venture
    Venture Capital Consulting
    Corporate Finance
    Pitchbook
    Business Valuation
  • $55 hourly

    • 5.0/5
    • (55 jobs)
    After working for over 10 years in international financial institutions including Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables I have a Master degree in Economic Theory from NES and have a CFA designation since 2007. Key skills and services include: Specialized in data analysis, financial modeling, and presentations. A quick snapshot of services provided: - Forecasting and cashflow analysis - DCF/Valuation Models - Business plans - Financial models for real estate projects - Review/auditing of financial models - Financial models for Leveraged Buyouts and mergers - Startup consulting, pro-forma projections and pitch decks - Excel/Power BI guru
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Visual Basic for Applications
    Business Valuation
    Microsoft Power BI Data Visualization
    Corporate Finance
    Chartered Financial Analyst
    Financial Writing
    Business Proposal Writing
    Financial Projection
    Financial Modeling
    Microsoft Excel
    Financial Analysis
  • $20 hourly

    • 4.8/5
    • (108 jobs)
    As an associate member of The Institute of Chartered Accountants of India, I can help you with preparing financial statements, annual reports, projected financial statements etc for your company. I am Certified Quickbooks Online ProAdvisor. I have been providing various financial services since last 7 years, which includes but not limited to: 1. Bookkeeping and preparation of financial statements for companies in Singapore, USA and Canada. 2. Preparation and filing of GST and VAT returns with HMRC. 3.Preparation and filing of companies financial statements with the Companies House. 4. Preparing and filing Corporate Tax Returns for companies and individuals in Canada, Singapore and USA 5. Preparation of Reconciliation Statements for Banks,Credit Cards, Sales, Purchases, Debtors, Creditors etc. I have been using following accounting and taxation softwares to provide services: 1. Quickbooks Desktop 2. Quickbooks Online 3. ZOHO 4. Xero 5. Bookkeeper.in 6. Busy 7. Tally My aim is to provide an online platform to support small and medium businesses in their day to day compliance and to save their time that they can invest in their business.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    XBRL
    Annual Report
    Corporate Finance
    Pitchbook
    Bookkeeping
    Xero
    Private Equity
    Finance & Accounting
    Financial Accounting
    Intuit QuickBooks
    Microsoft Excel
    Tax Preparation
  • $180 hourly

    • 5.0/5
    • (6 jobs)
    I am a strategic and results-driven freelance M&A consultant with over 13 years of experience in mergers and acquisitions, investment analysis, and corporate development with a perfect 100% Job Success rating on Upwork. My project-based consulting services include: top-tier financial modeling, high-end pitch deck creation, rigorous commercial and financial due diligence, and comprehensive M&A execution support. I have consistently demonstrated success quarterbacking the entire deal process and excel in investment underwriting/deal structuring and transaction negotiations. I work with a broad range of clients including individuals, high-growth startups, small and medium-sized businesses, and large corporations, as well as private equity firms, family offices, independent sponsors, and investment banks. Prior to freelancing, I spent more than a decade in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for a variety of middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, exceeding $1.2 billion in aggregate deal value. Some of my recent notable projects include: -Directed 3 comprehensive Quality of Earnings engagements for a prestigious Top 100 accounting firm -Served as M&A sole advisor in the strategic sale of ESG software company to a global private equity fund -Created engaging and robust virtual work experience programs and job simulation modules for top Wall Street investment banking firms including Bank of America Securities, Citigroup, and TD Securities -Developed a deeply detailed, scenario-based financial model for specialty wellness brand's seed round -Led a complex $4.5 million leveraged buyout of home services provider, coordinating all aspects of the transaction for an independent sponsor, achieving a successful acquisition under tight market conditions -Crafted an intricate valuation model, investment memorandum, and targeted buyers list for a boutique IB -Orchestrated a $51 million private debt refinancing for a leading environmental waste plastic recycling plant -Authored critical slides for a VC-backed subscription company's investor and board deck, contributing to a successful $25 million Series C financing round with compelling narrative and data-driven insights -Secured and structured $11 million in senior and mezzanine financing for the acquisition of an industrial heat treat equipment manufacturer, skillfully navigating challenging lender objectives to close the deal -Drove a $5 million acquisition of a regional construction rental company, managing the transaction from start to finish for a family office direct investor, ensuring a strategic expansion of their portfolio
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Content Writing
    Pitchbook
    Company Valuation
    Financial Analysis
    Market Analysis
    Corporate Finance
    Private Equity
    Mergers & Acquisitions
    Investment Research
    Valuation
    Financial Modeling
    Due Diligence
    Competitive Analysis
  • $75 hourly

    • 4.9/5
    • (405 jobs)
    If you are an entrepreneur trying to raise capital or an investor seeking investment opportunities, my Forbes-featured fundraising and investment shop will help. Quick facts: 🏆 $1B+ Raised (Sequoia, Khosla...) for 300+ Startups (incl. UNICORNS) 🏆 Assisted 100+ Investors (Tier1, $10B+ AUM) with $900M+ NAV Deals in 18 Industries 🏆 Top 1% on Upwork Worldwide (Among Best 27 out of Millions) / Recognized by Forbes, Bloomberg... 🏆 8+ Years of VC and IB Experience / CFA & MBA / 100% Customer Satisfaction Score (CSAT) The Benefits of My Services for Entrepreneurs: 🎯3x Raised Capital | 🎯2x Faster Round Closure | 🎯80% Less Fundraising Costs My Solutions for Startups: ✅ Wall Street-level Pitch Decks, Business Plans, and Teasers ✅ Advanced Financial and Valuation Models ✅ In-depth Market Research and Competitive Analysis ✅ Investor Sourcing (Pitchbook Data) ✅ Fundraising Campaign Management (including Equity Crowdfunding) The Benefits of My Services for Investors: 🎯3x Deal Flow, 🎯0.4X Due Diligence Costs, 🎯2x Faster TAT on Startup Assessment Reports My Solutions for Investors: ✅ Mergers and acquisition - M&A (including LBO) Advisory ✅ Venture Capital Due Diligence ✅ Financial Modeling & Valuation of deals ✅ Term Sheet Editing and Analysis ✅ Deal Sourcing I also provide fractional CFO services to startups and SMEs that need financial guidance. My CFO Solutions Include: ✅ Financial Analysis and Reporting (FA&R) ✅ Cash Flow Management ✅ Budgeting and Forecasting ✅ Strategic Planning and Risk Management ✅ Accounting and Bookkeeping 💎 I provide Wall Street-grade services trusted by hundreds of entrepreneurs and investors, all at a fraction of the cost. My clients leave me EXCLUSIVELY POSITIVE feedback: 🏆"Absolutely amazing experience working with Giorgi and his team of experts. We are certainly going to continue working with them on an ongoing basis, and we wholeheartedly recommend them to anyone in need of financial modeling and investor presentations." - FinTech Founder, raised $11.2M in 8 weeks from Silicon Valley VCs 🏆"Investment Ark is comprised of true investment professionals; their reports excel in the depth of research and cohesiveness; highly recommended!" - Managing Partner at NYC-based VC firm, $210M AUM 🏆"Having been through over a year of speaking to M&A Brokers, VC Firms, and other individuals who are all "experts," Giorgi stands apart from the rest by a mile." - AI SaaS CEO, raised $35M Series B - CURRENT UNICORN 🏆"Giorgi did it great! Very strong technically and excellent in communication. Could not recommend him more" - VC Investor, $10B AUM 📝 NEXT STEP: Please message me to discuss how I can help you as a business owner or investor. ___________________________________________________________________________________________ My story: My financial analysis and industry research expertise was honed at Galt&Taggart, the region's largest investment bank and a subsidiary of London-Stock-Exchange listed BOG. After becoming a senior research analyst, I published numerous market analysis reports and perfected my investment analysis skills across various asset classes (including Private Equity/PE). Working on multiple business plans and confidential information memorandums (CIM) also gave me a deep knowledge of creating compelling data room/investment package materials. My skills were further advanced during my tenure at San Francisco-based venture capital firm Mission One Capital, where I served as a senior financial analyst and gained valuable insights into the VC capital raising process. I also mastered pitch deck preparation and investor pitch coaching skills. Scanning numerous deals daily allowed me to internalize the principles of conducting successful investor sourcing and investor outreach activities. I reverse-engineered startup fundraising and investor research process and gained invaluable due diligence skills. Equipped with a 360 view from every seat at the boardroom table, I united fundraising and investing experts - creating a one-stop shop that has helped over 400 businesses and investors worldwide. Each team member specializes in critical aspects of successful consulting experience - business plan writing, financial modeling & cap table crafting, PowerPoint presentation design, investment strategy & evaluation, tokenomics, competitive analysis, valuation modeling, exit strategy planning, and other services. Additional Stats: ✅ CFA (All three levels above 90th percentile, Charterholder) ✅ ACCA - F1, F2, F3, F4, F5, F6, F7, and F9 ✅ Management Accounting-CIMA 1-7 levels ✅ Among Top 27 Freelancers (out of 1.2Million+) Globally on Upwork in Fundraising and Investing (as well as in CFA, PE, VC, Pitch Decks...) Industry Expertise: ✅ FinTech / SaaS ✅ Blockchain / Crypto ✅ Cybersecurity ✅ Oil and Gas / Solar ✅ E-Commerce ✅ Healthcare / BioTech ✅ Real Estate ✅ Consumer / CPG / Manufacturing ✅ EdTech Please, feel free to reach out with any questions.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Startup Consulting
    Microsoft Excel
    Forecasting
    Company Valuation
    Financial Modeling
    Financial Projection
    Business Plan
    Financial Analysis
    Pitchbook
    Fundraising
    Pitch Deck
    Microsoft PowerPoint
    Business Presentation
    Presentations
    Presentation Design
  • $150 hourly

    • 5.0/5
    • (12 jobs)
    As a finance professional with over eight years of experience at bulge bracket investment banks (Goldman Sachs and Morgan Stanley) in New York working in Equity Research and Investment Banking, and consulting with hedge funds and investment funds, I am your go to Excel and financial modeling expert. I am also highly experienced in creating deep dive investment research and content including pitch decks and fund raising presentations. I have eight years of experience doing this type of work, but I am new to Upwork. As such, I am offering a steep discount for my first few clients! Expertise includes: - Fully integrated and dynamic three statement models - Publicly traded Real Estate Investment Trust (REIT) models made from SEC filings - Discounted Cashflow (DCF) models - Leveraged Buyout (LBO) models - Internal Rate of Return (IRR) models - Mergers & Acquisitions (M&A) models - Real Estate Net Asset Value (NAV) models - Return on Investment (ROI) and Net Present Value (NPV) models - Pitch decks - Fund raising presentations - Sell-side and buy-side financial due diligence - Investment and equity research - KPI buildouts - Investor relations - Business case writing and preparation - Investment content - Business and research writing - Financial analysis - Valuation - Investor presentations - Real estate market research - Accounting - Fractional CFO My prior freelance experience (outside of Upwork) includes: - I was solicited by a hedge fund with over $500mn in AUM to build bespoke advanced financial models with scenario analyses. - I was solicited by a REIT-dedicated hedge fund to create bespoke research notes based on fundamental and technical analyses. - I was solicited by a special situations value oriented investment fund to build bespoke models including DCF and LBO analyses. - I was solicited by a quick service restaurant franchise owner to provide fractional CFO services. I am deadline driven, and I aim to consistently exceed my clients’ expectations. Furthermore, all work is completed by me. Providing quality wok and clear communication is important to me. I look forward to working with you! Certifications: - Chartered Financial Analyst (CFA), CFA Institute ID: 8373047 - Chartered Alternative Investment Analyst (CAIA), Charter ID: 71391 - Certified Public Accountant (CPA) in the state of New York, License No: 135195 - CFA Institute’s Certificate in ESG (Environmental, Social, and Governance) investing - Previous FINRA Series 7, 63, 86, and 87 holder Education: - Bachelor of Accountancy from Brigham Young University, Marriott School of Business - Master of Accountancy from Brigham Young University, Marriott School of Business Colleague Recommendations: “I had the pleasure of working with Kevin for two years at Goldman Sachs. He was a big contributor in my development as I ramped up as a first year analyst. Kevin is analytical, intellectually curious, disciplined, and a real team player. I happily recommend him and am sure he will be a valuable asset to any organization he is part of.” “Few people have the opportunity to work with someone as ‘teamwork oriented’ as Kevin. I had the pleasure of working with Kevin on several teams in courses we enrolled in during our undergraduate and graduate studies and on teams representing our alma mater in national competitions. Kevin’s ability to motivate and work with others was unlike any I’ve seen before and made a dramatic increase in the morale and focus of these various teams. As a team member or a leader, Kevin earns my highest recommendation.”
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    CPA
    Real Estate Investment Assistance
    Investment Strategy
    Accounting
    Capital Markets
    Pitch Deck
    Investment Research
    Real Estate Acquisition
    Real Estate Financial Modeling
    Market Research
    Financial Analysis & Valuation
    Chartered Financial Analyst
    Microsoft Excel
    Financial Modeling
  • $150 hourly

    • 5.0/5
    • (3 jobs)
    Investment banking and investment management specialist with over 25 years emerging markets experience and a strong ESG focus. Since 2010 I have been CEO of Frontier-Invest Ltd, a boutique institution offering fund raising and consulting services to private companies primarily in developing markets. Prior to establishing Frontier- Invest I was a senior emerging markets Fund Manager running institutional equity funds across EMEA, Asia and Latin America at Ivory & Sime and then Cazenove and, latterly, Head of Research covering Africa for the investment banking division of UBA.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Research
    Fundraising
    Management Skills
    Private Equity
    Business Management
  • $100 hourly

    • 4.3/5
    • (21 jobs)
    I am a Quant who specializes in financial modeling, primarily in Excel. I am considered an expert in my field. I have vast experience across a variety of business types including Private Equity, Banking, Real Estate, Fintech, and manufacturing to name a few. I specialize in valuations and forecasting of all types including: - Investment Fund Projections (concentrated experience in Private Equity) - Real Estate Investment Valuations - IRR, NPV, ROI - Sales, Demand, and Cost Forecasting - Manufacturing/Production Modeling - Pro Forma Creation - Pitchbooks and Presentations I also specialize in automating workflow processes as needed. This involves taking the tasks of a person or group of people and streamlining these tasks wherever possible. This creates obvious time efficiencies and an increased ability to focus on analysis, rather than mundane tasks such as data wrangling, data reconciliation, and any myriad of verifications. I am confident that I can produce quality work for your firm/business/investment that is informative, mechanically streamlined, and aesthetically pleasing. I am passionate about what I do and love taking on new challenges.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Executive Summary
    Data Analysis
    Business Strategy
    Operations Analytics
    Real Estate Investment Assistance
    Financial Projection
    Business Plan
    Financial Analysis
    Company Valuation
    Forecasting
    Microsoft Excel
  • $100 hourly

    • 5.0/5
    • (15 jobs)
    10+ years of experience in finance and startup advising. I raised USD 30+ M for various start-ups. MBA in Finance from the University of Cambridge and CFA Level I in Pursuit 👉 I value businesses meticulously using the relevant valuation techniques. 👉 I craft financial models that give you and your investors key insights about your business. 👉 I write pitch decks that raise funds. 👉 I conduct market research that distills key data for your business planning efforts. I look forward to delivering your project at your highest satisfaction within your budget and timeline.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Pitch Deck
    Market Research
    Pitchbook
    Financial Modeling
    Entrepreneurship
    Growth Strategy
    Private Equity
    Business Management
    Venture Capital
    Financial Analysis
    Management Consulting
  • $230 hourly

    • 5.0/5
    • (117 jobs)
    15+ years of experience in U.S. real estate investment analytics, including market research, underwriting, financial modeling, pro forma, scenario analysis, and creating investment presentations / offering memorandum (OM) / pitch decks. Cornell University MBA with a Graduate Minor in Real Estate.
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Financial Analysis & Valuation
    Business Plan
    Financial Projection
    Financial Modeling
    Financial Analysis
    Market Research
    Feasibility Study
    Pitch Deck
    Presentation Design
    Data Visualization
    Financial Presentation
    Real Estate Business Plan
    Real Estate Appraisal
    Real Estate
    Real Estate Financial Modeling
  • $45 hourly

    • 5.0/5
    • (254 jobs)
    🙌🏽 450 𝗙𝗼𝘂𝗻𝗱𝗲𝗿𝘀 𝗵𝗲𝗹𝗽𝗲𝗱 💰$25𝗠+ 𝗶𝗻 𝘀𝘁𝗮𝗿𝘁𝘂𝗽 𝗳𝘂𝗻𝗱𝗶𝗻𝗴 𝗿𝗮𝗶𝘀𝗲𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗺𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗠𝗼𝗱𝗲𝗹𝘀 𝗮𝗻𝗱 𝗗𝗲𝗰𝗸𝘀 3️⃣𝘅 𝗘𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿 🥇𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗘𝘅𝗶𝘁 💃🏻30 𝘆𝗲𝗮𝗿𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘀 𝗮𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗯𝗮𝗻𝗸𝗲𝗿 𝗮𝗻𝗱 𝗖𝗙𝗢 📡𝗞𝗶𝗻𝗱, 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗠𝗮𝘁𝘁𝗲𝗿 𝗼𝗳 𝗳𝗮𝗰𝘁 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗼𝗿 "What truly sets Monica apart is her dedication to excellence. Every interaction, every iteration, and every piece of feedback was met with understanding, insight, and an unwavering commitment to deliver the best. Her work is not just professional; it's exceptional." - Sam Lee, CEO of Chrom Adjust "Monica's dedication, skill, and professionalism have immensely contributed to the promising future of our startup. I wholeheartedly recommend Monica for her exceptional expertise and positive demeanor." - Joy K, CEO of Tiger Connect 📞 Invite me to your job and we can book a complimentary 30-minute consultation together that I know you'll find extremely helpful even if you decide not to work together 📞 Here’s a brief summary of how I help my clients most often: ✅ Telling the most compelling story to investors through numbers in a Financial Model and through words in a Pitch Deck so they can raise funds successfully ✅ Building an intuitive and easy-to-use Financial Plan that allows them to run their business more effectively as small business owners ✅Advising startup founders on growth, fundraising, proven investor strategies, and financial management best practices Why I’m worth talking to ✅ I've done this a few hundred times before 🔎 I’ll “get” your business model right away without you having to do too much explaining 🕵️‍♀️ I’ll ask questions that you probably haven’t even thought about, so you may end up understanding your own business better 🚶🏽‍♀️I’ve walked in your shoes as an entrepreneur multiple times, I feel for you, and can share what I learned Thank you for reading my profile 🙏 If you’re ready to take your business to the next level and/or need to fundraise to get there, invite me to your job and we can talk more about how to achieve your goals. Monica Chitnis "Monica crushed it. Deliverable was excellent" - Felipe Azenha, CEO of CinderFit
    vsuc_fltilesrefresh_TrophyIcon Investment Banking
    Investment Research
    Financial Analysis
    Financial Management
    Business Modeling
    Business Proposal Writing
    Castilian Spanish
    Financial Writing
    Business Writing
    Business Plan
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