Priyum D.
CFA | Valuation | Investment Memorandum | Research | Business Plan
I am a CFA Charterholder and finance professional with 7+ years of experience across Private Equity, Venture Capital, and Investment Banking, delivering institutional-grade financial analysis and investor-ready materials. Over the past 3 years, I have supported founders in raising $50M+ in capital through rigorously built financial models, investment memorandums, and compelling investor presentations. My work spans financial and valuation modeling (DCF, LBO, comparable analysis), startup financial models (pre-revenue), investment memorandums (IMs), business plans, pitch decks, and executive dashboards that stand up to scrutiny from investors, boards, and lenders. I am highly comfortable with fast-turnaround, high-stakes engagements and consistently deliver accurate, high-quality work under tight timelines. Having worked across both private and public markets, I possess a deep understanding of global industries and investment landscapes. My expertise lies in delivering insightful financial models, detailed industry reports, and strategic investment recommendations tailored to client needs. In addition, I leverage AI tools and workflows to enhance efficiency, improve analytical depth, and deliver faster, more scalable outputs, ranging from automated financial analysis and dynamic dashboards to AI-assisted research and presentation development. I am proficient in: 1. Financial & Valuation Modeling (DCF, LBO, Comparable Analysis, etc.) 2. Startup Financial Modeling 3. Pitch Decks, Business Plan, Investor Presentations 4. Investment Research 5. Investment Memorandum (IM) 6. Industry and Market Research 7. Competitive Landscaping What sets me apart is precision, context, and judgment. I don’t just build models, I think like an investor, pressure-test assumptions, and focus on what actually drives outcomes. I am equally comfortable supporting early-stage founders as well as delivering to PE/VC-grade standards. Tools & Platforms: Bloomberg | Capital IQ | PitchBook | FactSet | Koyfin | Reuters | Excel | Power BI | Tableau | PowerPoint | Word | AI-enabled analytics tools
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $1.1k
Billed in all: $4,585$4.6k
$225 in the last 6 months
Across 14 contracts
Earnings, last 30 days
Skill rankings: Top 22% in Content Writing
Ranked by MRR among everyone on Upwork with the skill.
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