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You will get a Confidential Information Memorandum CIM for Series A B raise
Top Rated
Top Rated
Project details
I will write and design a full Confidential Information Memorandum for your Series A or B raise — built in the institutional CIM format VCs and bankers expect. Premium tier delivers 22–24 slides covering cover, executive summary, problem, failure modes, product flow, architecture, unit economics, full income statement, balance sheet, traction, market, GTM, team, comparable transactions, ask. I have shipped 8 such CIMs across AI infrastructure, FinTech, crypto, healthtech, PropTech, institutional real estate, people-data SaaS and regenerative D2C — each at Series A/B scale. Output formats: 1920×1080 editable PPTX, locked PDF, and HTML deck for web preview. Add the financial model add-on if you also need a 3-statement Excel model reconciled to the deck. Most clients deliver this CIM straight into their data room.
What's included
| Service Tiers |
Starter
$249
|
Standard
$399
|
Advanced
$499
|
|---|---|---|---|
| Delivery Time | 4 days | 6 days | 8 days |
Number of Revisions | 1 | 2 | 3 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | - | ||
SWOT Analysis | - | - | |
Customer Analysis | - | - | - |
Tailored Marketing Plan | - | - | - |
Review & Critique | - | - | - |
Financial Forecast | - | ||
Investor List | - | - | - |
Outreach Email Copy | - | - | - |
Frequently asked questions
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BP
Brad P.
Jul 6, 2026
Financial Model Structural Audit (Excel) – AI-Assisted Review Preferred
Swastik was very professional, knowledgable and reponsive - making him easy to work with. He delivered very high quality work product.
TJ
Tamara J.
Jul 6, 2026
Investment Memo
Swastik was excellent to work with on this project. He built a solid three-statement earnings model from scratch and was consistently open to feedback — fast to turn around corrections to my exact specifications, clear and easy to communicate with throughout. No issues at all working together. I'd definitely hire him again.
RM
Rupanshu M.
Jun 17, 2026
Advanced Excel Specialist for Databook Preparation (Immediate Start)
Very professional and reliable freelancer. The project was completed efficiently, and all requirements were addressed accurately. Looking forward to working together again.
AB
Arun B.
Jun 10, 2026
Skill testing and fine tuning
MM
Mohammed M.
May 18, 2026
Financial Model & 5-Year Projection (Procurement / Aviation Sector)
Swastik did a great job on the brochure and financial model. He understood the brief quickly, worked through multiple revisions patiently, and delivered quality work under tight timelines. Good communicator and clearly knows his finance. Would work with him again.
About Swastik
Financial Modeling & Valuation | M&A, CIM, Due Diligence, FP&A, Excel
100%
Job Success
Delhi, India - 12:12 pm local time
Here is why my bar is different. For 8+ years I have worked in finance, and for the last 3+ I have run financial due diligence on live US middle-market deals ($5M-$50M), on the team buyers bring in to test whether the numbers behind a transaction hold up. I have seen purchase prices move because a single working capital adjustment was missed. That experience sits behind every file I deliver here: if it would not pass a diligence review, it does not leave my desk.
🏆 Top Rated Plus (top 1% of Upwork) within 3.5 months, at 100% Job Success
🎯 Who I work with: founders preparing a raise, investors and search funds evaluating targets, lenders structuring debt, and CFOs or agencies that need senior modeling capacity without a senior hire
🌏 Clients across the US, the Gulf, and Australia. Based in India, my workday fully overlaps Gulf and Australian business hours and meets US afternoons daily, so you are never waiting a day for an answer
📊 Financial Modeling & Valuation - integrated 3-statement models, DCF and LBO builds, trading comps, scenario and sensitivity toggles. Recent: a EUR 1.65B revenue manufacturing model with a 13-week cash flow and a three-scenario toggle
🔍 M&A & Due Diligence - buy-side and sell-side support, Quality of Earnings (QoE), EBITDA normalization, net working capital analysis, investment committee memos, diligence databooks
🏦 Debt & Real Estate - a EUR 960M multi-tranche package (Term Loan B, RCF, ABL), a $115M construction and refinance model, IRR and NPV property underwriting tools
🚀 Capital Raises & Business Plans - investor-ready models, pitch deck financials, financial feasibility studies, and unit economics that answer the questions investors actually ask. Recent work includes supporting a pre-seed raise for a Gulf (DIFC) venture
📈 FP&A - budgets, P&L templates, labor models, KPI dashboards, multi-entity consolidations across healthcare, manufacturing, real estate, and services
💻 Tools: advanced Excel and VBA, Google Sheets, PowerPoint, and Python automation, so version four of your model arrives as fast as version one
🎓 CA Finalist (ICAI), cleared CFA Level I, and 1,000+ published finance articles, including for Wall Street Oasis. The commentary that ships with my models reads like it was written by someone who understands the business. It was.
🤖 One thing worth knowing in 2026: I also work with AI research teams evaluating how frontier models handle investment banking tasks. I know exactly where AI-generated finance work breaks, and I make sure yours does not.
🤝 How I work: fixed milestones, so you approve the structure before the heavy build begins. Working files are always yours. Clear scope, no surprises.
📩 If you have a deal, a raise, a model, or reporting that needs to hold up under someone else's scrutiny, message me with one line about it, or book a consultation and we will scope it live. I will tell you plainly whether I am the right person for it, and if I am not, I will say so.
Steps for completing your project
After purchasing the project, send requirements so Swastik can start the project.
Delivery time starts when Swastik receives requirements from you.
Swastik works on your project following the steps below.
Revisions may occur after the delivery date.
Intake + structure
I review your existing materials and propose the slide list mapped to the CIM template. You sign off on the structure before I write or design.
Write narrative (40%)
I draft executive summary, problem, product, market, traction. You review the copy in Google Docs and we tighten before design.