I have been in private equity/ venture capital for the past 25 years. I worked for several years with BDC Capital, a $3 billion venture capital fund. Companies that I have been directly involved in have raised over $200M of venture capital and have achieved exits of $1.6 billion. I love working with very early stage companies. I provide a lot of value in getting your business ready for investment. I will offer very blunt feedback and help you position your company for success. I can provide feedback on the business plan, presentation, etc. In exceptional cases I can make introductions to investors that I believe will have a high likelihood of investing. I have been honored for my achievements. I have been a Business Pitch Judge at the prestigious Rice Business Plan Competition and Banff Venture Forum. I have also judged several international Pitch Competitions. I advise technology companies all over the world. I also act as a consultant on operational issues. I have also completed a few turnarounds as well. My services include: - Winning pitch decks - Financial Models - forecasting, analysis, problem solving - Investor pitch decks, strategy and identification of appropriate investors.. - Business planning and Strategic Consulting (business plan writing, business development, strategic analysis, marketing plan, market entry strategies) - Company valuation, Mergers and Acquisitions and Due Diligence, Value Creation Plans - Inbound Private Equity - helping companies respond with a strategy on how they will invest the funds - Venture Capital Funds - Expert Witness for a BC Supreme Court Trial - Chief Financial Officer (CFO) - interim and mentoring - Mergers and Acquisitions (M&A) - Market Research My knowledge of what works allows me to help you avoid common mistakes and proactively positions you to answer the tough questions. I want to give back and help others succeed. I look forward to working with you to achieve your goals and dreams!

Overview Are you a healthcare executive, medical practice owner, or venture-backed health-tech startup seeking to optimize operational capacity and protect bottom-line revenue? I am an MBA-qualified Management Consultant and Health Administration Specialist with over 10 years of institutional leadership experience. I specialize in stabilizing complex healthcare operations, re-engineering revenue cycle management (RCM) workflows, and optimizing health information systems to maximize organizational performance. As an active, credentialed member of the American College of Healthcare Executives (ACHE) and the Healthcare Financial Management Association (HFMA), I bridge the critical gap between clinical execution, financial sustainability, and emerging health technology. My consulting practice ranks within the top 1.5% of global independent advisors for performance integrity and contract delivery velocity, proving a sustained track record of enterprise success. 📊 Core Consultation & Advisory Domains: Healthcare Administration & Operations: Optimizing patient workflows, staff alignment models, and clinical training infrastructures. Revenue Cycle Management (RCM): Auditing billing cycles, claims tracking, and process optimizations to eliminate financial leakage. Health Information Systems (HIT): Streamlining system integrations, data analysis protocols, and technology implementations. Strategic Performance Improvement: Conducting rigorous healthcare market research, data synthesis, and operational bottleneck resolution. 🏆 Professional Profile & Industry Standing: Top 1.5% Global Ranking: Recognized among the highest-performing independent consulting practices on elite digital procurement networks. Advanced Academic Standing: MBA holding comprehensive mastery over corporate strategy, organizational leadership, and financial management. Institutional Compliance Focus: Dedicated to absolute data integrity, stakeholder alignment, and rigid regulatory adherence. From deep-dive operational research to full-scale clinical workflow overhaul, I provide the analytical rigor and executive oversight necessary to transform your healthcare delivery model. Secure your operational health. Click the "Invite to Job" button at the top of this page to schedule a confidential discovery consultation.

Fundraising | CFO | Fractional CFO | Financial Modeling | Business Plan | Financial Analysis | Financial Model Expert | Financial | Virtual CFO | Chief Financial Officer | Business Plan Consultant | Strategic Fractional CFO | Due Diligence-Financial Model | Expert Financial Modeling | Business Plan Writer | 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former VC Advisor board of a $4B+ VC/PE fund 🏆 20+ Years in Strategic Finance, Fundraising & High-Impact Turnarounds 🏆 Built, Scaled, and Sold Companies | CEO experience | Global track record 🏆 Trusted by founders, investors, family offices & institutional funds Raising capital or building investor-grade financials? As a Fractional CFO with 20+ years across VC, PE, and family offices, I help founders close rounds faster and build finance systems that scale — €500M+ raised across global markets. For founders, the result is simple: 🎯 3x stronger investor positioning | 🎯 faster fundraising cycles | 🎯 systems that scale For investors: 🎯 faster diligence | 🎯 clearer reporting | 🎯 better investment outcomes What sets me apart is a rare 360° combination: I have sat on both sides of the table as an investor (board member of a $1B+ family office, advisor to a $4B+ VC/PE fund) and as an operator (CEO who turned a company losing €2M/year into a profitable, sold business). I do not just model numbers — I build strategies that work in real capital markets and operational teams. Active across Europe, Asia, and Africa. 🔹 Fundraising & Capital Strategy ✅ Investor-grade pitch decks, data rooms, and capital narratives (VC, PE, Family Offices, Hedge Funds) ✅ Fundraising process design from outreach to close ✅ Turnaround strategy for distressed or underperforming companies 🔹 Financial Modeling & Strategic Planning ✅ Full 3-statement integrated models, scenario & sensitivity analysis ✅ Valuation, KPIs, and board-ready reporting ✅ Business plans and operating plans 🔹 Fractional CFO Leadership ✅ FP&A, monthly reporting, BI dashboards (Power BI, Tableau) ✅ Cash flow optimization & working capital structuring ✅ Exit-readiness and M&A financial preparation 🔹 Investor & Fund Support ✅ Buy-side & sell-side due diligence for VC, PE, and family offices ✅ Investment memorandums & thesis validation ✅ Portfolio scaling, restructuring, and governance 🏆 €500M+ raised across VC, PE, Hedge Funds, Real Estate, and Startups 🏆 Advisory Board Member of a $1B+ Family Office 🏆 Former Advisor to a $4B+ VC/PE Fund 🏆 CFA Charterholder | Certified Venture Capital & Fundraising Expert Send me a message — I respond within a few hours. Whether you are raising capital, restructuring for survival, preparing for exit, or installing a finance function that drives growth, let's talk about what you need and whether I am the right fit.

Serial entrepreneur with a track record in founding and funding early-stage startups across diverse industries; SaaS, marketplace, market-tech, fin-tech, etc. Proficient in providing strategic guidance, with expertise in risk management and complex problem-solving. I’ve spent the past 3+ years working in Startup studios and Entrepreneurship centers building and leading career coaching and incubation programs for entrepreneurs that already have 250+ graduates. Whether you're trying to turn your idea into a business model, further develop/grow your startup, or think you are ready for a fundraise - I can help through your journey.

I've been on both sides of the cap table: as a founder who raised, and as an advisor who helped others close. That perspective changes everything. 🎉 Recent Track Record: Continuum AI: $4.1M Seed (Led by Cowboy Ventures) SUREPASS: $3.49M Pre-Seed (Reg D) Alloy: $3M+ Seed (Led by Unity Holdings) Research Pathfinder: Oversubscribed Pre-Seed in 90 days (Q1 2026 - Mucker Cap) The investor decks and playbooks I built were used to close every one of these rounds. WHO I AM: I've spent 25 years inside the startup ecosystem: as an advisor, a Chief Strategy Officer, and as a founder/CEO myself. Two successful exits. Three failures that taught me more than the wins ever did. That combination gives me a ground-level understanding of what founders are actually up against when they step into a room with a VC. My work has been featured in the Wall Street Journal and profiled in multiple books, including bestseller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson. I'm a vetted mentor with TechStars, Boomtown, MassChallenge, Volta, SaaS Launch, and Graham & Walker From 2010 to 2018, I grew an investor-backed B2B SaaS startup from zero clients to 130+ global partners across a dozen countries. We exited in 2018, selling to our largest client. I've been on your side of the table. I know what the pressure feels like. HOW I WORK WITH FOUNDERS: I work with founders raising pre-seed, seed, and Series A rounds in three ways: 1. INVESTOR DECK I've built hundreds of investor decks across more than two decades of engagements. Most decks fail for the same reason: they're built around the founder's product, not the investor's psychology. I flip that. The result is a narrative that speaks directly to what early-stage angels and VCs are actually looking for, and addresses it before they ask. 2. INVESTOR PLAYBOOK & CAMPAIGN Depending on your needs, I'll either coach you through running a disciplined investor campaign yourself, or I'll manage the full campaign on your behalf — freeing you up to focus on building. This includes investor targeting, outreach sequencing, funnel management, and follow-through to close. 3. BOTH Most retained clients engage me for the full scope: deck plus campaign. This is where the real leverage is. SCOPE & CREDENTIALS: --- Top Rated: 100% Job Success Score, Top Talent designation (Elite 1%), and hundreds of 5-star reviews on Upwork --- Sectors: B2B SaaS, AI, PropTech, D2C, Retail, Deep Tech, Hardware, and more --- Range: I've supported raises from $500K pre-seed rounds to $60M Series B ventures --- Network: Angels, institutional VCs, and micro-VCs — plus direct relationships built through years of accelerator mentorship --- Media: Wall Street Journal, The Customer Funded Business (Mullins), Business Results Revolution (Richardson) If you're preparing to raise and want a strategist who has built decks that close and campaigns that convert then send me a message. I'm happy to have a brief scoping conversation to see if we're a fit.

I help pre-seed and seed-stage founders build investor-ready pitch decks, financial models, and fundraising narratives before they approach investors. If your deck, numbers, market sizing, or business model does not fully connect yet, I can help turn it into a clear funding story investors can understand. Over the last 9+ years, I have reviewed and worked on 1,100+ investor decks, financial models, business plans, and funding materials for startups, founders, and growing businesses. I can help you with: - Investor pitch decks - Startup financial models - Fundraising strategy - Business plans for funding or loans - TAM/SAM/SOM and market sizing - Revenue model and unit economics - Due diligence preparation - Investor narrative and funding story If you already have a pitch deck, model, or business plan, send it over and I will help you identify what is weakening investor confidence.

Greetings: I don’t sell models or pitch decks. I help companies get funded, bought or sold, get valued correctly, and get deals done. z FINRA-licensed investment banker (Series 7, 79, 63), CPA, and Kellogg MBA with over 25 years of experience in investment banking, M&A, and business development. He has successfully executed more than 250 M&A and capital- raising transactions totaling over $3 billion across technology, oil & gas, healthcare, e- commerce, and other industries. He has held senior leadership positions at Bear Stearns, Thomas Weisel Partners, and PaineWebber, and has directed investment-banking efforts at three boutique firms. I’ve been in thousands of investor meetings and have led hundreds of transactions. I know what works—and what gets rejected. What I do Most companies don’t fail because they lack a model or a deck. They fail because: The story doesn’t support the valuation The numbers don’t survive scrutiny The positioning doesn’t resonate with investors I fix that. Core Services Valuation to Narrative Alignment What is your business actually worth—and can you defend it? Investor-grade valuation range Alignment of valuation with your story Identification of pushback points Clear guidance on how to position and defend it Typical engagement: $750 – $1,250 Investor Readiness / Deal Review Before you go to market, I evaluate your business the way an investment committee would. Pressure-test assumptions Identify weaknesses Refine positioning Typical engagement: $1,000 – $2,000 Capital Raising Strategy How to structure, position, and execute your raise. Equity and debt strategy Investor targeting Narrative refinement Typical engagement: $1,500 – $3,000+ M&A Advisory (Buy-side / Sell-side) Support on valuation, structure, and negotiation. Deal positioning Valuation framing Process strategy Engagements: custom Presentation & Pitch Coaching Where deals are actually won or lost. Live pitch review and coaching Messaging, structure, and delivery Handling investor questions Sessions: $300 – $500 How I work Direct, honest, and outcome-focused No templates, no generic advice Built on real transaction experience If something doesn’t work, I’ll tell you—and fix it. Who I work best with Founders preparing to raise capital Companies evaluating a sale or acquisition Investors and operators who want an institutional perspective

✦ 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!

I’ve reviewed 1000s of startup decks, 10+ years of experience in VC in USA in various roles: VC Partner, Head of Investor Relations, 2x founder. I think like an investor, structure like a consultant, write like a strategist, design like a pro. I work with VC, PE funds, startups and businesses of all stages on: 🔴 Sharpening and writing investor narratives that cut through the noise - pitch decks, memos, onepagers and investor materials 🔴 Design that is not decoration. It is hierarchy and intent, and a spark of magic ✨ - Branding, materials design, visual language My CORE PRINCIPLES in investor materials: - Sharp positioning, avoid generics. “Backing exceptional founders who drive innovation” 🤢 must go - Assume people don’t read, they scan. Cut text, use tight bullets, numbers, logos and highlights - Lead with traction, team track record, tangible insights. That is what actually sells My PROCESS: - Materials revision, discovery call with founders - Writing or refining content, iteration-review loops - Polish with professional design after content is set OR - Pitch deck review consultation with honest, practical feedback. Book in my profile 🔴 I maintain relationships with VCs, debt lenders, and family offices and selectively refer aligned deal flow. I am a registered broker-dealer in the USA. I can also lead your fundraising / investor relations if we align. About me: - founder at prophet.partners, investor relations studio - Ex-VC partner at Starta VC & accelerator in NYC ($50M AUM across fund I, fund II, 150+ portfolio companies) - Harvard University: Management in Innovation & Technology executive program - VC Lab: fundraising program for emerging VC fund managers Expertise in: VC, funds, B2C, B2B, SaaS, Consumer, DTC, hardware, apps, deeptech AI, PE deals, venture credit, real estate and more Let’s connect, I’d love to hear your story and see how I can add value.

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.