Business Plans/Investor Presentations (Wall Street Dir. of Research)
Last active: 12 hours ago
Do you need to raise money from new investors or your bank? Then you'll need a detailed multi-year financial forecast and a great investor presentation.
Experienced banking and finance professional with an extensive global background in detailed financial analysis, strategic analysis and investment report writing and editing. Adept at creating business plans for existing or new businesses.
I have a lot more experience than most other Upwork freelancers in real world business planning and financial forecasts. I will get your business plan, investor presentation or pitch deck done quickly and I will get it done right.
My 30+ years of experience include:
• Helping Professional Investors and Bankers Understand Your Business
• Simple or Complex Business Planning
• Multi-Year Financial Forecasting (Sales, Expenses, Cash Flow, Earnings)
• Excellent Written Communication (Business Plans and Investor Presentations)
All work will be completed using Microsoft Office applications Word, PowerPoint, Publisher and/or Excel (or the equivalent for the free Open Office software suite).
For example, if you are looking for an investor presentation or business plan to help you raise money for your business, you will need one that fits your exact needs, which will largely depend on the answers to a few questions, such as:
1) How many different products or services does (or will) your company (start-up) provide to its customers?
2) How much money do you need to raise using this presentation/business plan?
3) What sort of investors do you want to approach – family and friends, banks, angel investors, professional investors, government grant providers, other?
Thorough business plans and investor presentations must have a financial forecasting model, so bankers or investors can know exactly how you plan to spend their money and how you plan to pay it back. A pitch deck is only a highly distilled version of your full plan/presentation - it should never be more than 12 to 15 slides.
If you need any sort of financial forecasting model, all the models I create are dynamic, meaning you or your investors will be able to change any number in the model’s various worksheets and the effects of the change will automatically flow through all related numbers throughout the model. This will clarify all the potential financial effects of various possible scenarios, such as different levels of revenue, customer counts, unit sales, product pricing, equity, debt, etc.
Typical time needed to complete a small business plan with a financial forecasting model covering one main product is 18 - 20 hours over one to three weeks. Generally, my hourly rate for editing existing documents is $35/hour; creating new financial models/forecasts or documentation is typically priced at $40 - $50/hour, depending on complexity.
Very quick turnarounds/"rush" jobs are usually not a problem, even over the weekend or holidays, as long as payments are set up prefunded milestones, not hourly pricing.
If you require a non-disclosure agreement (NDA) or similar document from me, that is never a problem.
My rate doing work for charitable organizations is priced at 25 percent off my rate for for-profit companies.
If you need me to create general business documents, the pricing will depend on the nature of the document and whether you need me to edit an existing document or create a brand new document.
Fixed rate pricing - The greater the complexity of your business plans (e.g. multiple product lines, multiple currencies, original market or other research required). the greater the time and cost of the final document. (I will be happy to send you a copy of my standard fixed price pricing matrix, which is based on the number of your company's revenue-generating products/services and annual revenue.)
Hourly projects - Upwork will automatically track and report to you every Monday morning my work hours for the previous week. I will continue work on the project each week after you have approved the previous's week's work.
As Upwork recommends, for set price projects with milestones, I require that each milestone be funded by you, the client, before work begins on that milestone. (Most small business plans have 4 - 6 milestones, larger plans may require more milestones.) Upwork always gives you, the client, full control over releasing payments from escrow for each milestone. Upwork holds your milestone payments in escrow to be paid to me throughout the course of the project only after your approval.
On fixed price projects I will begin work on each milestone only after escrow is in place for that milestone and payment has been released on all previous milestones.
I am fully committed to completing your project with the highest quality work as quickly as possible, so thank you in advance for adhering to Upwork's payment arrangements.
I look forward to working with you!