Jeffery E.
Pitch Deck, CIM | Business Plan, Grants | Financial Model | CFO
330+ business plans and Pitch decks, $25M+ in funding raised, and a 98% success rate. That’s not luck, it’s strategy. Hi, I’m Jeffery, a Business Plan, Pitch Deck, and Financial Strategy Expert with over 15 years of experience helping entrepreneurs, startups, and organizations raise capital, attract investors, and achieve measurable business growth. I’m MBA-trained, certified in Financial Modeling & Valuation, and have built 230+ business plans, 100+ pitch decks, and 50+ successful grant proposals, maintaining a 98% client satisfaction rate worldwide. I know what investors and funding panels look for — clarity, credibility, and confidence — and I specialize in turning complex ideas into investor-ready blueprints that get funded. Most founders submit generic templates or AI-written plans that fail to tell a story or justify the numbers. I combine data-driven strategy, market intelligence, and financial precision to create deliverables that position your business as a compelling investment. Here’s what you get when we work together: ✅ SBA-compliant Business Plans – Fully customized, research-backed, and lender-ready. ✅ Investor Pitch Decks – Professionally designed, visually stunning, and emotionally persuasive. ✅ Financial Models & Analysis – 3- to 5-year dynamic projections, breakeven analysis, and ROI modeling. ✅ Grant Writing & Proposals – Tailored applications aligned with funding criteria and measurable outcomes. ✅ Business Strategy Consulting – From go-to-market plans to performance KPIs and growth roadmaps. Every document I craft follows a proven investor psychology formula — blending storytelling, market logic, and financial storytelling. Whether you’re seeking SBA loans, angel investors, venture capital, or grant funding, I help you move from “just another application” to a standout, fund-worthy proposition. My process is simple yet strategic: 1️⃣ Understand your vision, metrics, and audience. 2️⃣ Research your market and validate assumptions. 3️⃣ Build a persuasive business case backed by real numbers. 4️⃣ Package it into a professional plan or deck designed to convert. If you’re serious about growing your business, securing funding, or presenting with confidence, let’s work together to turn your goals into a bankable reality. 💬 Message me today to get a free project scope and funding-readiness checklist and let’s build something investors can’t say no to.
Earnings and projects
An estimate from an earlier read
Last 6 months: $1.8k
Billed in all: $4,963$5k
$166 in the last 6 months
Across 12 contracts
Across 14 contracts
Earnings, last 30 days
No reading in this range. Dotted: longer than usual between two readings. Hatched: over two weeks without one.
Skill rankings: Top 19% in Business Plan
Ranked by MRR among everyone on Upwork with the skill.
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