You will get Investor Ready Pitch Deck
Top Rated
Project details
100% success rate in Upwork. Expert-Vetted. Earned over $750,000 earned developing Investor Pitches and related projects in Upwork.
I recently concluded a company acquisition valued at $28M using one of my Investor Pitch Decks. Investor Pitches are used by startups seeking Seed & Series A funding, Crowdfunding, etc. Business Plans are used for internal planning purposes or to apply for loans (e.g., SBA).
I recently concluded a company acquisition valued at $28M using one of my Investor Pitch Decks. Investor Pitches are used by startups seeking Seed & Series A funding, Crowdfunding, etc. Business Plans are used for internal planning purposes or to apply for loans (e.g., SBA).
Language
EnglishBusiness Type
StartupPlan Format
PowerPointPlan Purpose
Investors RoadshowWhat's included $4,000
These options are included with the project scope.
$4,000
- Delivery Time 15 days
- Number of Revisions 3
- Executive Summary
- Company Description
- Industry & Competitor Analysis
- SWOT Analysis
- Customer Analysis
- Tailored Marketing Plan
- Review & Critique
- Financial Forecast
Optional add-ons
You can add these on the next page.
Fast 5 Days Delivery
+$1,500
102 reviews
(93)
(7)
(0)
(1)
(1)
This project doesn't have any reviews.
ME
Mohamad E.
Jun 24, 2026
Investor Deck Development
ME
Mohamad E.
Feb 19, 2026
Financial Plan Development
Carlos worked with us as a fractional CFO and supported our FP&A buildout. He helped structure our financial model, refine projections, and bring clarity to cash flow, runway, and scenario planning. Communication was clear and professional, and he was able to quickly understand our business and translate that into actionable financial insights.
He delivered on time, was responsive to feedback, and provided practical guidance that we could actually use to make decisions. Overall, a solid partner for startups needing FP&A support and financial modeling. I would work with him again and recommend him to others looking for fractional CFO services.
He delivered on time, was responsive to feedback, and provided practical guidance that we could actually use to make decisions. Overall, a solid partner for startups needing FP&A support and financial modeling. I would work with him again and recommend him to others looking for fractional CFO services.
ME
Mohamad E.
Jan 28, 2026
30 minute consultation
Very thorough and thoughtful,
FW
Fawn W.
Oct 17, 2025
Financial Forecast for Start-Up Business
BB
B B.
Sep 24, 2025
60 minute consultation
About Carlos
Fractional CFO | Financial Planner | M&A | Corporate Bankruptcy
100%
Job Success
Miami, United States - 12:20 am local time
I specialize in driving profitability and scaling companies through strategic financial planning, M&A expertise, and startup funding. As a Fractional CFO with over 20 years of experience—including founding and exiting startups, and currently leading the corporate bankruptcy and restructuring of the World's Longest Bar—I bring a unique blend of strategic insight and operational excellence to every project.
FRACTIONAL CFO SERVICES
* Strategic Financial Planning: Developing growth strategies for profitability.
* Accounting Operations Management: Streamlining financial processes for efficiency and accuracy.
* Startup Funding: Crafting compelling investor pitches and negotiating favorable term sheets.
M&A Support: Ensuring successful transactions through thorough valuation and due diligence.
SECTOR EXPERTISE
Internet Software/SaaS, Hospitality, IoT, AI, Gaming, Online Marketplaces, Healthcare, Real Estate, Supply Chain, Cannabis, Retail, Telecom, Media, and Blockchain. Recently, I've supported blockchain-based startups with whitepapers, business models, and token valuation.
INVESTOR & ENTREPRENEURIAL BACKGROUND
* Angel Investor: Managing Partner at Golden Seeds Angel Group, offering strategic insights from an investor’s perspective.
* Entrepreneur: Successfully founded and exited multiple startups, understanding the unique challenges businesses face.
PROFESSIONAL EXPERIENCE
Senior roles in top-tier management consulting firms, advising Fortune 100 companies, combined with deep technical expertise from AT&T Bell Labs.
EDUCATION
* Kellogg MBA
* MS in Computer Science
* BS in Electronics Engineering
Numerous 5-star reviews on my profile affirm my expertise and the results I deliver. As a Top Rated Plus and Expert Vetted professional, I’m among the top 1% of talent on Upwork, consistently exceeding client expectations.
Ready to scale your business and achieve your revenue goals? Let’s connect and discuss how my expertise as a Fractional CFO can drive your company's success.
Steps for completing your project
After purchasing the project, send requirements so Carlos can start the project.
Delivery time starts when Carlos receives requirements from you.
Carlos works on your project following the steps below.
Revisions may occur after the delivery date.
Investor Pitch Outline
- About us. - Senior Team. - Problem Solved by Startup. - Solution Description. - Addressable Market Potential. - Competition. - Business Model. - Financial Plan. - Investor Offer. - Exit Strategy. - Summary.