You will get Business Plan, Market Research & Financial Projections | $1B+ Raised
Top Rated
Project details
Need a business plan that is credible with investors, lenders, partners, or internal stakeholders? I create institutional-grade business plans that combine market research, strategic structure, and financial projections so the document reads professionally and supports real decision-making.
This project can include:
ā Full business plan with executive summary, company overview, market and competitor analysis, go-to-market logic, and growth strategy
ā Financial projections, pro forma assumptions, revenue model, cost logic, and funding requirements
ā Copywriting and structuring tailored for fundraising, loan applications, strategic partnerships, or internal planning
ā Optional alignment with your financial model, investor pitch deck, teaser, or valuation work so the materials support one consistent story
Why choose me?
š $1B+ raised across fundraising mandates supported, top 1% on Upwork in Business Planning
š Over 12 years of VC and Investment Banking experience; CFA & MBA backed.
š Recognized by Forbes, Bloomberg, Business Insider; 100% Customer Satisfaction Score.
š NEXT STEP: Message me with your business stage, purpose of the plan, and sector.
This project can include:
ā Full business plan with executive summary, company overview, market and competitor analysis, go-to-market logic, and growth strategy
ā Financial projections, pro forma assumptions, revenue model, cost logic, and funding requirements
ā Copywriting and structuring tailored for fundraising, loan applications, strategic partnerships, or internal planning
ā Optional alignment with your financial model, investor pitch deck, teaser, or valuation work so the materials support one consistent story
Why choose me?
š $1B+ raised across fundraising mandates supported, top 1% on Upwork in Business Planning
š Over 12 years of VC and Investment Banking experience; CFA & MBA backed.
š Recognized by Forbes, Bloomberg, Business Insider; 100% Customer Satisfaction Score.
š NEXT STEP: Message me with your business stage, purpose of the plan, and sector.
Language
EnglishBusiness Type
StartupPlan Format
PDFPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included $3,750
These options are included with the project scope.
$3,750
- Delivery Time 14 days
- Number of Revisions 2
- Executive Summary
- Company Description
- Industry & Competitor Analysis
- SWOT Analysis
- Customer Analysis
- Tailored Marketing Plan
- Review & Critique
- Financial Forecast
- Investor List
- Outreach Email Copy
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YS
Yssa S.
Jul 8, 2026
You will get an Institutional-Grade M&A LBO Financial Model & Valuation
George is super direct to achieve the results we were looking for. Understands exactly the tasks, and also helped improvise solutions to parts of the project needed. Also extremely fast but not rushed, payed close attention to the details. Would highly reccomend and would be glad to work together again in the future.
OJ
Owen J.
Jul 2, 2026
You will get Investor Research & Targeting for Fundraising
George is the best, I will continue working with him for the foreseeable future on projects.
BB
Balara B.
Jun 16, 2026
Financial Report Compliance Review
George provided excellent service! He was knowledgeable, responsive, and delivered everything accurately and on time. Communication was great throughout the project, and I would definitely hire him again. Highly recommend.
OM
Oleg M.
May 28, 2026
30 minute consultation
MF
Marielle F.
May 23, 2026
Business Model Refinement
About George
Financial Model | Pitch Deck | Business Plan | Fundraising Expert 2B+
100%
Job Success
Tbilisi, GeorgiaĀ - 12:26 am local time
š $2B+ across fundraising and M&A transactions
š 500+ startups, businesses, and investors served
š #1 Ranked on Upwork in PE/VC | Forbes, Bloomberg Featured
š 12+ years of experience in IB & VC | 100% Job Success
FOR STARTUPS / SMEs:
ā Financial Modeling, Projections (Pro Forma)
ā Investor Pitch Deck, Presentation, Business Plan, Teaser (sell-side)
ā Business Valuation, Cap Table, Offering Memorandum, Term Sheet
ā Investor Sourcing, Outreach, Fundraising Campaign Management
ā Fractional CFO, Financial Analysis (FP&A), Forecasting
FOR INVESTORS / FUNDS / ACQUIRERS:
ā M&A, LBO, Equity Valuation & Investment Memo Support
ā Institutional-Grade Investment Analysis & Due Diligence
ā Buy-Side Financial Modeling & Financial Forecasting
ā Investment-Grade Market Research & Equity Research
ā Data Room, Investor Deck & CIM Review
š CLIENT FEEDBACK (100% 5-stars, 400/400 clients):
āAfter more than a year of speaking with M&A advisers, financial analysts, and private equity experts, George stood apart by a mile.ā ā AI SaaS CEO | raised $35M Series B
āTrue expert financial modeler! He brought real clarity to our financial analysis, investor presentations, and other investor materials. Highly recommended!ā ā FinTech Founder | raised $11.2M Series A round
āGeorge did an excellent job. He was thoughtful and easy to work with. If you need venture capital consulting or startup advisory services, I highly recommend him.ā ā VC Investor | $10B AUM
RECENT PROJECTS:
Startup Financial Models (Microsoft Excel Model, Google Sheets Model, Investment Fund Model, Startup Funding Financial Model development, Real Estate Financial Modeling, and pro forma statements); Investor Pitch Decks, PowerPoint (PPT) Investor Pitch Deck design; Company Valuation, M&A; CIMs, OMs; PitchBook Investor Research; Investor-Grade Financial Analysis and Valuation (DCF, comps...), Investor deck preparation; Commercial Real Estate Financial Analysis; Private Equity Fund Pitch Deck (LP/GP), Feasibility Study. Financial modelling (Excel/Google Sheets), dashboards, Financial Analyst service & Investor Pitch Deck preparation for M&A. Capital raise, acquisition, diligence, investor presentation prep projects.
ABOUT ME:
I work with founders and investors on the materials and analysis that matter: a financial model investors can trust, an investor pitch deck that tells the fundraise story clearly, a business plan grounded in real assumptions, and valuation work that withstands due diligence. My background combines VC and investment banking (deep financial modelling experience - Google Sheets and Excel models).
For startups, a typical engagement starts with a financial modeller work and expands into pro forma building for scenario planning, cash flow planning, financial forecasting, and financial projections. From there, the work often extends into an investor pitch deck creation (Powerpoint (PPT) investor presentation), business plan development, market research, CIM, teaser, and fundraising execution. I also provide support around financial planning, reporting, and investor readiness.
For investors and acquirers, the work is more analytical: investment analysis, financial analysis, buy-side financial modeling, financial model review, LBO analysis, equity research, deal valuation, and transaction support before capital is committed. I am often brought in to review a startup financial model, pressure-test assumptions, refine an investment memo, or evaluate whether the numbers in a pitch deck, business plan, or data room hold up under scrutiny.
The common thread is the same: financial analyst help - financial modeling, clear business plans, and financial analysis that supports better decisions. That can mean a SaaS financial model for a seed round, real estate financial modeling for a development / acquisition, a FinTech investor pitch deck for fundraising, or company valuation. I have worked across Tech, FinTech, AI, real estate, healthcare, e-commerce, renewable energy, manufacturing, and financial services.
Clients usually reach out when they need a financial modeler for a startup financial model, a pitch deck expert for an investor presentation, or support with valuation and fundraising materials before a fundraising or acquisition decision. The financial model, investor pitch deck, business plan, and valuation should support the same decision in fundraising and investor meetings.
INDUSTRIES:
ā¢ FinTech / SaaS
ā¢ Artificial Intelligence (AI) / Machine Learning (ML)
ā¢ Blockchain / Crypto
ā¢ Cybersecurity
ā¢ Oil and Gas / Renewable Energy / Solar
ā¢ E-Commerce
ā¢ Healthcare / Biotech
ā¢ Real Estate (Residential, Commercial), PropTech
ā¢ CPG / Manufacturing
ā¢ EdTech
ā¢ Transportation / EV / Automotive
ā¢ Financial Services
ā¢ Hospitality / Tourism
ā¢ Agriculture / AgTech
Steps for completing your project
After purchasing the project, send requirements so George can start the project.
Delivery time starts when George receives requirements from you.
George works on your project following the steps below.
Revisions may occur after the delivery date.
I will send you the finalized documents.