Skip to content
BackNov 7
Morgan M.
Upwork badge

Morgan M.

Financial Models for Founders, Operators & Deal Teams

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

🇺🇸Los Angeles, United States$125/hr100% JSS4.86 (26)Since Nov 2017

Earnings and projects

MRR
$3.5k

Last 6 months ÷ 6

World#10,009 / 412k
🇺🇸Country#2,872 / 62.1k
Revenue, last 30 days
$5.3k

Last 6 months: $21k

World#5,136 / 412k
🇺🇸Country#1,715 / 62.1k
Total earnings
$257k

Billed in all: $268k

World#10,182 / 412k
🇺🇸Country#2,676 / 62.1k
Per project
$3.9k

$3k in the last 6 months

World#44,145 / 412k
🇺🇸Country#7,366 / 62.1k
Projects, last 6 months
7

Across 8 contracts

38% fixed62% hourly
World#28,826 / 412k
🇺🇸Country#4,152 / 62.1k
Projects in all
66

Across 78 contracts

37% fixed63% hourly
World#45,727 / 412k
🇺🇸Country#7,032 / 62.1k

Earnings, last 30 days

$268k+$5.3k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$260k$265k$270kOct 8Oct 23Nov 7

Skill rankings: Top 2% in Microsoft Excel

Ranked by MRR among everyone on Upwork with the skill.

  1. #5Discounted Cash Flow86 freelancers · 🇺🇸 #1Top 6%
  2. #10Private Equity254 freelancers · 🇺🇸 #7Top 4%
  3. #13Investment Banking322 freelancers · 🇺🇸 #5Top 4%
  4. #13Venture Capital207 freelancers · 🇺🇸 #8Top 6%
  5. #14Investment Research535 freelancers · 🇺🇸 #5Top 3%
  6. #22Business Valuation403 freelancers · 🇺🇸 #9Top 5%
  7. #24Corporate Finance511 freelancers · 🇺🇸 #12Top 5%
  8. #26Due Diligence667 freelancers · 🇺🇸 #13Top 4%