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Skills

  • Business Plan Writing
  • Consultant
  • Pitch Deck
  • Startup Consulting
  • Strategy
  • Venture Capital Consulting

Services

  • Startup, VC Consulting, Business Plans

    $125/hr Starting at $1K Ongoing

    Dedicated Resource

    Whether your company is a startup or at the growth stage, raising capital requires specific knowledge and experience. Positioning your company, business plan, and growth strategy so it appeals to investors...

    Business Plan WritingConsultantPitch DeckStartup ConsultingStrategy

About

Helping startups from around the world get ready to meet the intimidating world of Angel investors and Venture Capital. Ready for takeoff.

Whether your company is a startup or at the growth stage, raising capital requires specific knowledge and experience.

Positioning your company, business plan, and growth strategy so it appeals to investors is an important step that should not be minimized and taken for granted. Investors see a lot of opportunities, so it is important to capture and hold their attention. It is important to raise your project above the crowd.

With over 25 years of finance, investment banking, venture capital, and startup experience, I know what investors look for when reviewing an investment.

Whether it be in a business plan, pitch deck, financial model or term sheet, well-prepared materials, presented in a consistent, clear and concise manner is important to have in your fundraising efforts. You only get one chance to impress an investor. Utilizing these tools improves your chance of fundraising success. I work with my clients to ensure that their investor materials anticipate and address the questions and concerns that investors may present.

Business and startup consultant with 25+ years of experience in startup and emerging company finance in the areas of capital markets, private equity, and venture capital.

Experience in startup business plan vetting and writing, slide deck development, and finance structure. Throughout my career, I have helped a countless number of companies at all stages of development raise growth capital.

Previously a co-founder, President, Managing Partner and Director of a regional investment banking firm that specialized in emerging technology and advanced manufacturing companies. Also co-founded a venture capital company that invested in early-stage technology companies. Additionally, co-founded an investment fund that invested in private, pre-public emerging companies. I have worked with the venture capital community, angels, private and institutional investors.

I would love to hear more about you and your company.

Work Terms

It is important that both the client and the freelancer are comfortable with each other. Prior to taking on any project, I require an introductory meet and greet chat. This allows me to get more familiar not only with you but also your project needs. During this chat, I welcome any questions or concerns that you may have. A good working relationship is crucial to any successful project.

Having worked in investment banking and venture capital for over 25 years, I have made client confidentiality the cornerstone of my work. I made it my practice to never share client information and materials just as I would never share yours, regardless of whether a nondisclosure agreement is in place. I recognize that with startup, early-stage and in particular, technology-related companies, their ideas, and intellectual knowledge are often their most valuable assets. Companies should be protective of their proprietary information and should be comfortable knowing that their pitch deck, business plan, and other investor materials are not unknowingly being emailed, posted, or in any other way, shared with others.