You will get an attractive pitch deck to help obtain investors funding
Top Rated
Top Rated
Project details
I have 6 years of investment banking experiences across a wide range of industries. Currently, I am heavily involved in the investment and strategic decisions for an international retail company with revenue >$4bn. Previously, I held various investment banking roles with both Equiteq and PwC where I specialized in mid-market cross-border transactions spanning across Consumer, Education, F&B and IT Services industries across Southeast Asia. In addition, I am a certified CPA Australia.
My skills include business planning (budgeting, forecasting and analysis) and building business models (three statement, free cash flow, valuation etc) including IRR and Valuation analysis. I am well versed with PowerPoint and Excel and well equipped to prepare a well-oiled pitch deck and business valuation models.
Please allow me to put my skills and expertise to work for your organization!
My skills include business planning (budgeting, forecasting and analysis) and building business models (three statement, free cash flow, valuation etc) including IRR and Valuation analysis. I am well versed with PowerPoint and Excel and well equipped to prepare a well-oiled pitch deck and business valuation models.
Please allow me to put my skills and expertise to work for your organization!
Language
EnglishBusiness Type
StartupPlan Format
PowerPointPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal UseWhat's included
| Service Tiers |
Starter
$500
|
Standard
$1,000
|
Advanced
$1,500
|
|---|---|---|---|
| Delivery Time | 6 days | 10 days | 14 days |
Number of Revisions | 2 | 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 | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100
Additional Revision
+$100Frequently asked questions
69 reviews
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BH
Ben H.
Sep 15, 2025
Bankers/PE Professional wanted for Financial Modeling Tutoring, LBOs, Case Prep, etc
MP
Mike P.
Mar 19, 2025
Financial Valuation and Confidential Information Memorandum Creation and Support
Have worked with Kris many times and every time he exceeds my expectations. His experience spans multiple disciplines and is the GO-TO person for everything related to M&A. Our firm, myself, and our senior team, value Kris' feedback and expertise on everything we do. If you get accepted as a client, I can guarantee that working with Kris will be a smooth, professional, fun experience that will directly lead to more impactful outcomes! Thanks again for all the excellent work you do!
CM
Christine Joy M.
Nov 25, 2024
Looking for senior decision-makers in Finance to take part in our research study
NA
NA
Nancy A.
Jul 8, 2024
Business Proposal
IB
Isaiah B.
May 29, 2024
30 minute consultation
Our 30 minute consult showed Kris was very knowledgeable and easily understood our business and all of the required parameters and assumptions necessary for the creation of a detailed NPV model. We look forward to working with him.
About Ng
Investment Banking, Startup, Business Plan, Financial Model Advisory
100%
Job Success
Singapore, Singapore - 6:05 pm local time
Core Skillsets / Upwork Products
1. Investment Banking Services
• Financial Modelling (sell side, LBO, project financing / greenfield, accretion dilution analysis, credit models for headroom calculation and covenant testing, etc.)
• Valuation Analysis (DCF / NPV, IRR, start-up valuation guidance)
• Preparation of information memorandum / investor deck
• Transaction structuring to optimize transaction terms and objectives
• Negotiation advice and support on term sheets and definitive legal agreements (subscription agreement, shareholders agreement, sales and purchase agreement, etc.)
2. Fractional / Virtual CFO Services
• Managing fundraising structure and process including structuring, negotiations and due diligence
• Investor relations and reporting
• Streamlining of finance operations
• Treasury services / managing bank financing
• Training and building up a finance team for eventual handover
• Creation and structuring of ESOP plans
• Creation and maintenance of corporate governance structure
• Incidental data analytics (e.g., sales and costs)
Team Experience
Industries: Technology (Fintech, HR-tech, Edu-tech, Payments, Digital Health, Enterprise Software / SaaS, E-commerce, Digital Marketing, Electric Vehicles, Corporate Blockchain, NFTs), Financial Institutions (Banking, Insurance, Fund Managers, Brokerages), Education, Real Estate, Hospitality, Food & Beverages, Oil & Gas, Infrastructure, Renewables, and many others
Product Experience: M&A, Private Equity, Private Credit, Corporate Strategy, Corporate Development, Structured Financing (Senior, Unitranche, Mezzanine, Warrants, Quasi-equity, etc.), Debt Capital Markets, Equity Capital Markets, Leveraged Finance, Syndication, CFO
Notable Employers: Bank of America Merrill Lynch, Morgan Stanley, PwC
Core Team Members Introduction
• Team Member 1 (CFA, CA): Ex-investment banker in a reputable top-tier American investment bank. Past experiences being CFO of a Series C digital healthcare company. Currently, a consultant within a top-tier professional services firm and functions as the acting CFO of a multi-national fast-growing F&B company. 12+ years of professional working experience in finance.
• Team Member 2 (CPA Aus): Ex-investment banker in a reputable global boutique bank with strong expertise in services and TMT sector. Currently, an investment lead within a global F&B MNC. 6+ years of professional working experience in corporate finance.
• Team Member 3: Analyst at a top-tier American investment bank with 2+ years of working experience in corporate finance
• Team Member 4: Analyst at a top-tier professional services firm with 2+ years of working experience in finance
Our Unique Selling Points
1. Professionalism: Consistently maintained good client communication and delivered ahead of timeline despite tight deadlines (at times a turnaround within the day)
2. Quality of Work: 100% JSS Score with feedbacks focusing on simplifying complicated business models and finance concepts into layman dynamic financial models that a non-finance trained business owner can easily understand while maintaining the robustness of the analysis
3. Wide Variety of Product and Industry Experience: Together, we have >20+ of accumulated experiences across a wide variety of sectors and financial advisory products including capitalization table.
4. Outcome Driven: We are highly outcome driven and are willing to go the extra mile to ensure optimization of your objectives, for example, for one of our clients, we were able to help the founders bring in US$50m of growth capital (US$37m in cash, and US$13m in increase of ESOP pool) while concurrently INCREASING their stakes from 28% to 31% in the process, with existing and new investors signing up to the arrangement
Please allow us to put our skills and expertise to work for your organization!
Steps for completing your project
After purchasing the project, send requirements so Ng can start the project.
Delivery time starts when Ng receives requirements from you.
Ng works on your project following the steps below.
Revisions may occur after the delivery date.
Questionnaire
I will send you a questionnaire to get information from you after you hire me
First draft
I will send a first draft to you in agreed timeline. After reviewing the first draft you can request revisions and modifications in the business plan.