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Financial plan for investors

$8-15 USD / hour

Closed
Posted about 7 years ago

$8-15 USD / hour

We have a crystal clear vision & strong business plan, but our investment banker adviser is demanding we have a bottoms up financial plan before he makes intros to his investor network. All your work will go to him for review, revisions & feedback. Your mission: update our current financial plan with projected revenue. Basically, everything an experienced investor will want to see to gain trust. Please tell us more about your process working with clients and precious work.
Project ID: 13635824

About the project

32 proposals
Remote project
Active 7 yrs ago

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32 freelancers are bidding on average $16 USD/hour for this job
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Greetings! Ranked the #1 business plan writer on www.Freelancer.com since 2010, I thank you for the opportunity to work on this important project. I have created more than 800 business plans, financial and marketing plans, grant proposals, and Investor Memorandums in the past 10 years and additionally have raised debt and equity totaling more than $242 million to fund these ventures. I hold Bachelor of Business Administration and Master of Business Administration degrees and have worked for over 1000 businesses in 150 countries, including Fortune 100 companies such as American Express and Morgan Stanley, as well as FLIR, Rent-A-Center, Cisco, and others. Some Logistics: 1. I request 50% payment upon delivery of a 1 page project schedule and 50% in a milestone that gets released to me upon completion. 2. I use a questionnaire to gather data from you regarding your business, market and product/service. I would very much like to work with you on this project and request that you contact me through www.Freelancer.com to discuss specifics. Thank you in advance. 1. Who is your target audience (banks, investors, you, etc.)? 2. When do you want to start a plan, and when do you need a finished document? 3. Are you available for a discussion to ensure I understand this project. When is a good time? Thank you, Gregory Bair
$32 USD in 10 days
4.9 (844 reviews)
9.9
9.9
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I am a chartered Certified Accountant and post graduate in finance. After carefully reading your project description, I think that I am the perfect candidate! With over 8 years of working experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$12 USD in 40 days
4.9 (659 reviews)
8.2
8.2
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Hello, As a Business Plan and Marketing Research specialist, i prepare full in-depth Business Plans for my clients. I have written many successful Business Plans in excess of US$30 million for start-up businesses, business growth and exit planning. With over 30 years international financial, management and strategic experience, I offer a comprehensive suite of accounting and business advisory services for all business life cycle phases and across industry sectors. I specialise in Business Plans, Cash Flows, Business Advisory, Project Management and Financial Modelling. I have the skills and experience to develop your business plan. There will be further information required from yourself but this will be asked once i am successful with this bid. Best regards, Peter Adams
$25 USD in 15 days
4.9 (183 reviews)
8.0
8.0
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PMP certified project manager, MBA in marketing and professional business analyst, market researcher and writer in the field of business plans, presentations, project management, marketing and branding, HR, operations, real estate, contracts, finance, legal, health and team management/ training. Looking forward to a long term association.
$16 USD in 40 days
4.8 (172 reviews)
7.6
7.6
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Hi there, I am a Chartered Accountant (CPA equivalent) with over 10 years experience in investment banking including financial modeling / business planning. I am keen to help create a full fledged revenue model as well as the bottom u plan. Look forward to hear from you. Thanks, RRC
$25 USD in 40 days
4.9 (151 reviews)
7.6
7.6
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Hi, I would like to work for you. I will provide high quality and well researched financial plan with my senior level business experience. You may validate my profile which is also verified in Freelancer with highest trust score 100%. You may also look at my outstanding reviews of large number of business plan done so far and sample portfolio published here. The financial forecasting will include start-up investment and Funding Plan, Revenue Model, Income Statement, BS and Cash Flow for five years which will form part of business plan. The same would be backed by the strategic assumptions which will become your base strategy to build the business over time. I am a qualified finance professional with national merit and 25+ years of experience in Business, Strategy and Finance in US / EU MNCs. Presently I am into my own consulting services. With this background, I will be able to deliver better service for you. Look forward to hear from you. Best Regards / Sanjib
$10 USD in 10 days
4.8 (155 reviews)
7.4
7.4
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Greetings, I am professionally qualified Financial Consultant from Sri Lanka with a degree in Management & Finance. I have 13 years of Experience in Audit, Financial consultancy & Secretarial practices in corporate sector performing duties for Auditing, Budgeting, Project appraisals, Project reports, Variance Analysis, Mergers, Financial Accounts, Management Accounts, Unit costing, ratio analysis, Logistics, Market research & so on. I have the experience in the preparation of Business Plans with finely tuned financial forecasts for the client to be able to use in fundraising activities and to stick to their financial plans to see the project come through from initial stage to the operational stage. I understand the value of this project for you in fundraising or any other intended activities. I can match any quality you will get for your project report. Please come to a chat conversation for a discussion and you will understand me better. Hopefully, my skills meet your requirements. Look forward to discussing with you of the opportunity further. Kind regards, Dilip.
$15 USD in 40 days
5.0 (78 reviews)
6.8
6.8
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Hello, please find a description of my skills and abilities to qualify for your project. Please contact me for any additional request and for disclosing your requirements and the project purpose. - Experienced corporate financial analyst and, since 2005, CFA Charter-holder - From 2000 – 2006 investment banker (Merger & Acquisition) and equity research analyst - From 2006 to 2009 acted as chief financial officer for a renewable energy company raising funding for developing projects (wind farms) - From 2009 acting as corporate finance consultant delivering business plans, company valuations, helping companies to raise capital (both equity and debt), implementing planning and control projects - Great expertise in: o business plan o financial planning, accounting and financial models o company valuation o financial analysis o M&A, equity and debt raising Why you should award the project to me? - Great expertise in managing business plan, corporate finance, accounting, financial plans - Long Time Expertise in financial consultancy (>15yrs) and quality at a fair price - Total personal management of the project; no third party contribution - Not a mere writer but a professional who manages the financial and accounting issues of the business At your disposal for any inquiry, my best regards
$13 USD in 15 days
4.9 (151 reviews)
6.9
6.9
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$12 USD in 40 days
4.9 (83 reviews)
6.6
6.6
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Hello! Being an experienced business plan writer, I am fully capable to deliver high quality and well researched business plan for you according to your requirements. I am a qualified Chartered accountant and holding Masters degree of Economics as well, I have written many business plans for my clients globally. You will definitely be amused by our excellent job for you on time. We really appreciate your discussing in detail about the project, we usually provide an easy informative questionnaire to be filled by our client and based on the questionnaire we provide the finest plan that will persuade your potential investors. We are now desperate to hear from you soon. Thanks!
$16 USD in 40 days
5.0 (59 reviews)
6.6
6.6
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I am a professional full time academic research writer fully proficient in HARVARD, APA, MLA, Chicago and Oxford writing styles. I am competent in writing dissertations, thesis, reports, case studies, personal development plans, personal statements, marketing plans, comparative studies (companies/countries), review of literature and systemic literature review. I am able to carry out research utilizing mixed method, qualitative or quantitative research. My services range from undergraduate to Ph.D. academic level and I have written papers on management (organizational/business management including but not limited to Organizational/Business strategy, Strategic analysis etc.), HRM (Strategic HRM, IHRM etc.), Operations management, Marketing (plans, positioning etc.), Chemistry, Nursing, Psychology, Political Science, History, Geography, World Affairs and Religion. My work is tailor-made to suit my client's needs and is written from an analytical and critical perspective utilizing up to date peer-reviewed sources of academic literature and books.
$12 USD in 40 days
4.8 (49 reviews)
6.3
6.3
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I have the background and experience to do the in-depth market research and write your business plan with complete analysis and financial projection. I have more than 4 years’ experience in business development. I have founded and managed 3 businesses. I have written several business plans for my own business and for clients... I am interested in learning more about your business concept and suggest you to contact me on freelancer.com
$15 USD in 40 days
4.7 (56 reviews)
6.3
6.3
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Hello there! Hope you are doing good. I am interested in your project because: 1. I am a Chartered Accountant (equivalent to US CPA) who has expertise in financial modelling. 2. I need to understand your revenue and expense stream. Based on the assumptions and facts of your business plan i can draft a revenue pattern model for you and a profit and loss statement. 3. Once you let me know about your capital procurement, we would be in a position to draft Balance sheet and cash flow statement for you. Should you have any query, please feel free to ask. Kind Regards, Yogesh
$14 USD in 40 days
5.0 (40 reviews)
5.6
5.6
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Dear the client, Are you having the Top-Down Financial Forecast and now you want to have A bottom-up forecast? An investor tends to favour a bottom-up financial plan because it provides a detailed budget with spending plans by a department. Contact me and we can discuss further. Upon your request, I'll send my previous work that helped clients secure more than $ 3 million in investment. My name is hai. I have extensive knowledge of preparing financial forecasts for startups and big corporations (BL, P&L, Cashflow...), helping many companies in Denmark, England and Singapore secure investments. I also helped them answer some financial aspects( unit economics, LTV, CPA, ROI NPV of your company, IPO or M&A...). For past 4 years in accounting & Audit practice, I gained excellence in the fields of internal control system, accounting, and financial analysis. My expertise is greatly focused on budgeting and business planning. However, I also have full expertise in using SAP, SAGE ERP, and ORACLE. I worked for Deloitte for 2 years. I also served many types business from start-ups to large corporations in banking, airlines, manufacturing. I also have some experience in preparing annual business plans for start-ups and banks. Contact me, I'll give you the best offer.
$10 USD in 15 days
5.0 (34 reviews)
5.7
5.7
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Hi, I would like to use my experience to serve you better. You can trust my sincere indulgence both in quality and time frame. I'm really interested in the project since it's my area of expertise.
$15 USD in 40 days
4.6 (31 reviews)
5.9
5.9
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Hello. I am Edgar Díaz. I am Urban Planner With a MBA and Specalist in Project Managment (PMI) . I have many years of expirience Business Plan. I can show you previous works. I think that i have anoughs skill to do this job, please give me the oportunity The main objective of a B.P. Is to show as much detail as possible the facts that allow us to conclude that the business is economically attractive, both for what can be won and for the fact that it can be compared with other business opportunities that the potential investor has. B.P. Answer the question of the investor of why I should invest in this business, instead of investing in any other. The achievement of B.P. Is to convince the Investor. For this you must be clear about all the information referring to the income, expenses and projections. Everything should be easily verifiable and understandable. This is what I basically offer as B.P. I can do it between 8 or 10 days, with all the information available and the total cost would be 220 usd
$8 USD in 25 days
4.7 (48 reviews)
5.3
5.3
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we are the fantastic people for the job. Try us please.
$35 USD in 40 days
5.0 (1 review)
1.2
1.2
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If you have challenge then we have good reason to TALK...Kindly initiate chat to discus more...I assure you to provide quality content
$12 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Process - 1. Receive business details and any preliminary workings from you 2. Research and prepare questionnaire 3. Call/chat to clarify on any questions/assumptions 4. Prepare a financial model (on spreadsheet) based on the given information 5. Share draft and receive inputs from you in the spreadsheet 6. Make required changes based on feedback Outputs - Detailed Year 1 workings, Summary Projections for Year 2 & 3, CAC and CLV calculations if needed Note - Valuation is out of scope
$27 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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Having read through your expectations in respect of the business proposal to your would be investors, these are the 3 major areas I would base the project work on to get your investors to buy into it as advised by your 'investment banker' 1. A thorough scrutiny of your financial plan(cashflow: viz-a viz. Your expenditure and income), this is the major concern of investors, how you intend to dispense the collected capital and the routes to which the fund would be invested in the business directly. 2. Also I would pay a little attention to your SWOT ANALYSIS. no matter how sweet your cash flow may look. The SWOT analysis tells a lot about the integrity of the financial plan. 3. Management inputs. This will indirectly reveal flaws if there are any as to the calibre of individuals that would be handling the venture when it finally comes up stream. I am a prolific writer, business planner having had several years of experience in writing business proposals for friends, colleagues and kinsmen. I am an employee and an entrepreneur making me much qualified for the write-up as I know what business ups and downs entails. I earnestly look forward to putting a smile on the face of your investment banker if invited to work on your business plan. Regards.
$9 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of GERMANY
Berlin, Germany
5.0
12
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Member since May 5, 2013

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