Carlos G. isn't taking new orders for this project right now. Here are some similar projects to explore.
You will get Comprehensive, Investor-Ready Business Plan Tailored to Your Venture.
Top Rated
Top Rated
Project details
Embark on your journey to business success with our comprehensive growth package. At its heart lies a strategic Business Plan, your blueprint for scalable growth. This powerful document articulates your unique value, analyzes market opportunities, and projects your financial future.
We don't stop there. Our Enhanced Package equips you with a curated investor list and professional outreach templates, elevating your fundraising efforts. For those seeking more, our Premium Package delivers a focused executive summary, full business plan, targeted investor list, tailored outreach copy, and a compelling pitch deck.
From startup to scale-up, we provide the tools to turn your vision into reality. Our expert-crafted materials captivate investors and position your enterprise for substantial growth. Choose the package that aligns with your ambitions and take the first step towards realizing your business's true potential. With our support, you're not just planning for success – you're engineering it.
We don't stop there. Our Enhanced Package equips you with a curated investor list and professional outreach templates, elevating your fundraising efforts. For those seeking more, our Premium Package delivers a focused executive summary, full business plan, targeted investor list, tailored outreach copy, and a compelling pitch deck.
From startup to scale-up, we provide the tools to turn your vision into reality. Our expert-crafted materials captivate investors and position your enterprise for substantial growth. Choose the package that aligns with your ambitions and take the first step towards realizing your business's true potential. With our support, you're not just planning for success – you're engineering it.
Language
EnglishBusiness Type
StartupPlan Format
PDFPlan Purpose
Investors Roadshow, Loan Approval, Personal UseWhat's included
| Service Tiers |
Starter
$8,500
|
Standard
$9,500
|
Advanced
$10,500
|
|---|---|---|---|
| Delivery Time | 21 days | 27 days | 27 days |
Number of Revisions | 1 | 2 | 5 |
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.
investor Pitch Deck
(+ 10 Days)
+$5,000Frequently asked questions
29 reviews
(29)
(0)
(0)
(0)
(0)
KF
Khaled F.
Oct 22, 2021
WO
Will O.
Nov 15, 2025
Tech/CE Research
MC
Mike C.
Oct 25, 2025
30 minute consultation
Carlos provided great advice and looking forward to working with him again in the future.
AG
Alberto G.
Nov 22, 2024
Grant Consultation and Business Development
JS
Jay B S.
Jan 12, 2024
Technical Writer (Backend and Cybersecurity)
KF
Khaled F.
Dec 13, 2023
MSP - LMS Business Analysis
About Carlos G.
Capital Raising Architect | Series A/B Decks, CIMs, Private Placement
100%
Job Success
New York, United States - 1:38 pm local time
I’m an Expert-Vetted freelancer on Upwork, ranked in the Top 1%, with work that has helped clients raise over $150 million in capital and support more than $2.7 billion in enterprise value. That work has contributed to two $1B+ fintech platforms and several companies now valued at over $200 million.
Most of my work comes down to one thing: helping smart teams turn complex businesses into clear, credible materials that investors, lenders, buyers, boards, and strategic partners can actually use to make decisions.
Over the past several years, I’ve built across three ventures: a direct-to-consumer athletic apparel subscription brand, a mobile fintech startup, and my consulting practice. I also served as Chief Executive Officer of AgentLoop, an investor-backed global PropTech company reimagining the home-buying experience.
Before building on my own, I completed Robert W. Baird’s leadership rotational development program inside one of the country’s leading middle-market investment banks. The program placed me across more than 20 functions of the firm, giving me a practical understanding of how capital markets organizations operate across divisions, from investment banking and fixed income to fund management, private equity, private wealth, operations, research, and business development. That experience gave me a direct view into how capital moves, how sophisticated financial institutions make decisions, and how institutional-quality materials need to be structured.
I bring that investment-bank rigor into every investor and transaction document I build: clear narrative, disciplined financial logic, rigorous process, and materials built for serious decision-makers.
I work with companies and investors across AI, fintech, PropTech, SaaS, marketplaces, e-commerce, luxury mobility (hybrid/electric hypercars, eVTOLs, eJets), regulated industries, sustainability, education, and consumer brands. My projects have included AI-enabled fintech business plans, pitch decks for luxury mobility platforms, capital-raising materials for e-commerce and cannabis companies, market research for major digital music streaming platforms, and strategic documentation for funds, founders, and portfolio companies.
I operate across three global hubs: Spain in the European Union, Colombia in Latin America, and New York City in the U.S. That gives me a practical vantage point across major capital, innovation, and cross-border business corridors, especially for companies building with international investors, customers, partners, or expansion plans in mind.
In practice, I help clients with:
✅ Confidential Information Memorandums / CIMs
✅ Investor pitch decks and fundraising decks
✅ Business plans and executive memos
✅ Financial models and valuation support
✅ Private placement and capital-raising materials
✅ Lender packages and SBA financing materials
✅ Board decks, investor updates, and IC-style memos
✅ Strategic partner decks and transaction narratives
✅ Market research and competitive analysis
My process was shaped through founder/operator experience, close collaboration with Pre-Seed, Seed, and Series A investors across New York City and Silicon Valley, and the analytical discipline of a mid-market investment banking environment. I focus on building materials with strong positioning, clean financial logic, credible assumptions, disciplined design, and the precise information investors, lenders, acquirers, and committees need to make decisions.
Clients have used my work to secure funding from:
✅ Private investors and global investment syndicates
✅ Venture capital firms and private equity funds
✅ SBA-approved lenders, traditional banks, and alternative financing institutions
✅ Friends, family, angels, and strategic capital partners
Beyond the deliverables, I care about being the kind of partner founders and investors want in the room when the stakes are real. Please work with me if:
✅ You value a premium, investor-ready product
✅ You want thoughtful strategy, not just task completion
✅ You appreciate prompt, high-quality execution
✅ You communicate clearly and stay engaged throughout the process
✅ You understand that strong fundraising and transaction materials require real thinking, not shortcuts
I hold an MBA from the University of Wisconsin-Madison, a degree in International Business and Marketing from Marquette University, and completed financial planning education through Northwestern University.
Outside of work, I train in Mixed Martial Arts, read across philosophy, history, investing, and business, and travel often.
I speak and write fluently in English and Spanish.
Click 'Invite' or 'Hire' to discuss your upcoming capital moment.
Steps for completing your project
After purchasing the project, send requirements so Carlos G. can start the project.
Delivery time starts when Carlos G. receives requirements from you.
Carlos G. works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery Meeting
We engage in a meeting with the client, delving into their business history, current stage, unique story, team backgrounds, overarching vision, existing research, intricate business model, and all the specific details pertinent to their enterprise.
Business Development and Strategy Design
After an in-depth discovery meeting, we perform comprehensive research and analysis, leveraging business model design frameworks. This process yields a unique, actionable business development strategy, complete with a well-defined execution roadmap.