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Stephen M.

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.

🇺🇸Miami, United States$150/hr70% JSS4.61 (35)Since May 2020

Earnings and projects

MRR
$268

Last 6 months ÷ 6

World#102,648 / 412k
🇺🇸Country#14,610 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $1.6k

Total earnings
$452k

Billed in all: $473k

World#3,446 / 412k
🇺🇸Country#1,099 / 62.1k
Per project
$5.6k

$804 in the last 6 months

World#31,022 / 412k
🇺🇸Country#5,139 / 62.1k
Projects, last 6 months
2

Across 3 contracts

33% fixed67% hourly
World#88,918 / 412k
🇺🇸Country#11,762 / 62.1k
Projects in all
81

Across 107 contracts

20% fixed80% hourly
World#36,183 / 412k
🇺🇸Country#5,652 / 62.1k

Earnings, last 30 days

$473kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$465k$470k$475k$480kOct 8Oct 23Nov 7

Skill rankings: Top 23% in Crowdfunding

Ranked by MRR among everyone on Upwork with the skill.

  1. #27Crowdfunding118 freelancers · 🇺🇸 #4Top 23%
  2. #27Investment Preparation83 freelancers · 🇺🇸 #5Top 33%
  3. #53Venture Capital Consulting218 freelancers · 🇺🇸 #27Top 24%
  4. #60Private Equity254 freelancers · 🇺🇸 #33Top 24%
  5. #74Investment Banking322 freelancers · 🇺🇸 #21Top 23%
  6. #88International Business294 freelancers · 🇺🇸 #12Top 30%
  7. #126Corporate Finance511 freelancers · 🇺🇸 #37Top 25%
  8. #135Mergers & Acquisitions485 freelancers · 🇺🇸 #58Top 28%