You will get CFA charterholder and an experienced Investment Banker


Project details
You will be hiring a CFA Charterholder who possesses years of experience as an investment banker with expertise in valuations and preparing dynamic and easy-to-use financial models. I can also help you prepare Investor presentation/pitch deck to be presented to your potential investors to raise funds for the next round of funding for your business growth
I will help you to prepare a financial plan, a business plan with financial forecasting and projections.
Business Plan include
1) Executive Summary
2) Business idea
3) Organisation Structure
4) Industry / Market analysis,
5) SWOT Analysis
6) About product or services
7) Marketing and sales strategy
8) Financial plan will include:
- Dashboard (All model inputs will be here that can easily be editable)
- Sales forecast (3 to 5 years Projections)
- Projected Income statement (3 to 5 years Projections)
- Balance sheet (3 to 5 years Projections)
- Projected Cash flow statement (3 to 5 years Projections)
- Graphs and charts
I will help you to prepare a financial plan, a business plan with financial forecasting and projections.
Business Plan include
1) Executive Summary
2) Business idea
3) Organisation Structure
4) Industry / Market analysis,
5) SWOT Analysis
6) About product or services
7) Marketing and sales strategy
8) Financial plan will include:
- Dashboard (All model inputs will be here that can easily be editable)
- Sales forecast (3 to 5 years Projections)
- Projected Income statement (3 to 5 years Projections)
- Balance sheet (3 to 5 years Projections)
- Projected Cash flow statement (3 to 5 years Projections)
- Graphs and charts
Industry
Agriculture, Biotech, Business Services & Consulting, Construction, Cryptocurrency & Blockchain, Energy, Engineering, Financial Services, Food & Beverage, Logistics & Supply Chain Management, Medical & Pharmaceutical, Retail & Wholesale, Software, Sports & Fitness, Transportation & Automotive, Travel & TourismTarget Country
WorldwideWhat's included
| Service Tiers |
Starter
$300
|
Standard
$400
|
Advanced
$500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Spreadsheet |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$100 - $50
PItch Deck
(+ 2 Days)
+$100
Dynamic FInancial Model
(+ 2 Days)
+$100Frequently asked questions
About Malika
CFA and Investment Banker at Deutsche Bank
New Delhi, India - 4:45 am local time
I am a strong business development professional, a CFA charter holder, and an MBA finance graduate. I am proficient in Excel and Powerpoint.
I can assist start-ups and small businesses with Financial work including
- Financial forecasting
- Financial analysis
- Business valuations using different methods like DCF, relative multiplier method, EV/EBITDA multiplier etc.
- Help business owners to create dynamic and easy-to-use financial models
- Preparation of investor presentations/pitch decks
- Strategy consulting presentations
- I can also help you with active portfolio management and day trading. I have helped clients make good monthly profits and grow their portfolios.
I am looking forward to working with you on your projects!
Steps for completing your project
After purchasing the project, send requirements so Malika can start the project.
Delivery time starts when Malika receives requirements from you.
Malika works on your project following the steps below.
Revisions may occur after the delivery date.
Review by Client
Submit financial plan for review and recommendations/review by the client



