Back to LeaderboardLast snapshot: Apr 27
Zoey C.

Zoey C.

SBA & Investor Expert | Biz Plan | 50M+ Raised | Path to Funding

📈 Business Plans • SBA/Investor Packages • Loan Brokerage | 3–5 Day Turnaround Call me Zoey! 🥇I am SBA’s SCORE Workshop Presenter on "How to Write a Business Plan" (Orange County, CA Chapter) and your go-to expert for Business Plans, Financial Models, and now Loan Brokerage. Real Client Results:⭐⭐⭐⭐⭐ "I was able to execute a 2.5 mil business deal with Arezo's well put together Business Plan. The was worth every dime." What I offer: ✍️ BUSINESS PLAN - I’ve helped clients raise millions with eloquent, informative and captivating Business Plan writing. I offer beautiful graphics to give a professional look. SBA Loans • Bank Loans • Investor • Business Consulting • Startup Consulting • Financial Consulting • Executive Summary • Business Overview • Target Market • Market Research • Industry Analysis • Mission and Vision Statement • Competitor Analysis • SWOT • Pricing Strategy • Organizational Structure • Marketing Plan Overview • Financial Model • Graphic Design • Revisions included ✍️ LOAN BROKERAGE I connect startups and established businesses with the right lenders so you can secure capital without the runaround. I’ll help you navigate loan options and present a lender-ready file that gets approvals moving fast. SBA Loans • Bank Loans • Startup Capital • Line of Credit • Working Capital Loans • Term Loans • Equipment Financing • Invoice Financing • Real Estate Loans • Capital Access Strategy • Documentation Prep • Business Plan + Financial Model Packages • Loan Readiness Assessment • Revisions Included ✍️ MARKET RESEARCH / FEASIBILITY / START UP PLAN - Understand the market and opportunities in your industry! Startup Consulting • Financial Consulting • Startup Accounting • Feasibility Study • Executive Summary • Business Overview • Business Opportunity • Target Market • Market Research • Industry Analysis • Mission and Vision Statement • Competitor Analysis • SWOT • Pricing Strategy • Organizational Structure • Marketing Strategy • Financial Feasibility • Financial Model • Capital Requirements (Financing and Financing Breakdown) • Five Year Pro Forma • Revisions included ✍️ FINANCIAL MODELING - I offer a financial model so you have a clear-cut understanding of the profitability of your business. It will convince any lender you have a solid plan. Expert Financial Consulting • Capital Requirements (Financing and Financing Breakdown) • Revenue Assumptions Year 1 through Year 5 • Revenue Summary • Operational Assumptions (Direct Costs, Payroll, Overhead) • Net Present Value (includes discounted cash flow) • Expense/Revenue Ratio • Sensitivity Analysis (Includes discounted cash flow) • Five-Year Income Statement Pro Forma • Five-Year Balance Sheet Pro Forma • Five-Year Cash Flow Pro Forma • Revisions included ✅An original document, guaranteed ✅Infographics and captivating visualizations ✅Quick turnaround Some of my testimonials on Upwork: ⭐⭐⭐⭐⭐ - "Arezo has so far been the best consultant we have ever worked with. We went through big consulting firms previously and paid a lot of money for a business plan which could not be compared to what Arezo had delivered for us in a short period of time" ⭐⭐⭐⭐⭐ -"Arezo was one of our favorite freelancers to work with in 2021. It almost felt like she understood more about the inner workings of our new business than we did. I would hire Arezo again in a heartbeat as she adds more value than just developing business plans. She can also be a great advisor and give business or financial ideas as well." ⭐⭐⭐⭐⭐ -"Arezo was fantastic! Can't thank her enough, writers like her are hard to come by and I look forward to working with her again in the near future." ⭐⭐⭐⭐⭐ - "She detailed the assignment so well it blew me away. I messaged her the word "wow". I could not think of a better person to hire for this contract and will most definitely call upon her again if needed." ⭐⭐⭐⭐⭐ - "This was absolutely an amazing experience, she's very skillful. Best experience yet. Arezo gave me exactly what I needed with my business plan. Her communication, availability and overall quality of work was awesome. Thank you Arezo!" ⭐⭐⭐⭐⭐ - "Stellar performer, well organized, good listener, great attention to detail. Pitch Deck recommendation versus formal business plan was great alternative. Thank you Zoey! You're a champion." ⭐⭐⭐⭐⭐ - "Diamond in the ruff." ⭐⭐⭐⭐⭐ - "I can’t thank Arezo enough for her work. From the very beginning of our partnership for this project, Arezo was the epitome of professionalism, dedication, and reliability. Her constant communication, honesty in feedback, flexibility and patience -with last minute changes and requests, were all part of what made the project so successful.” ⭐⭐⭐⭐⭐ - "Zoey and her team have consistently helped our clients secure funding through comprehensive feasibility reports, business plans, pitch decks, and investor teasers. We’ve been working with her for years"

🇺🇸Newport Beach, United States$65/hr100% JSS4.92 (303)Since Apr 2018
GlobeUpwork
MRR
$158
🌍#123K/398K
🇺🇸#16.9K/59.1K
Recent Earnings
$950
🌍#123K/398K
🇺🇸#16.9K/59.1K
Total Earnings
$650K
🌍#1,474/398K
🇺🇸#574/59.1K
Avg. Per Project
$1,411
🌍#94.1K/398K
🇺🇸#16.0K/59.1K
Recent Projects
9
10f0h
🌍#21.6K/398K
🇺🇸#3,148/59.1K
Total Projects
461
463f10h
🌍#1,981/398K
🇺🇸#370/59.1K
MRR Performance Over Time
$50k$25k$0
6 mo ago3 mo agoNow
Coming SoonGathering historical data
World Skill Rankings
of 439
#143
Grant Research & Prospect ListTop 32%
#162Business Proposal Writing
#373Business Plan
#663Business Writing
#2,572Market Research
🇺🇸United States Skill Rankings
of 163
#40
Grant Research & Prospect ListTop 24%
#47Business Proposal Writing
#102Business Plan
#257Business Writing
#283Market Research
Zoey C. — Top 29% in United States | UpworkMRR