Stephen M.
Fractional CFO | Capital Placement | PE & VC | FP&A | Due Diligence
Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and investment materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. I typically close 1-2 transactions a quarter. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional strategies and connections with executives and investors in both North and South America, Stephen is considered a leading voice on investment between the Americas. Network includes 7.5K+ investor, executives and family office contacts paired with 3K+ financial institution relationships. Contacts span multiple geographies, including the United States, Canada, Mexico, Panama, Colombia, Peru, Chile, Brasil, UK, France, Germany, Spain, China, Japan and India.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.6k
Billed in all: $473,446$473k
$804 in the last 6 months
Across 3 contracts
Across 107 contracts
Earnings, last 30 days
Skill rankings: Top 23% in Crowdfunding
Ranked by MRR among everyone on Upwork with the skill.
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