Top Investment Preparation freelancers

83 freelancers list Investment Preparation on Upwork.

Leaderboard

Showing 50 of 83Data updated Nov 7

# Freelancer		SinceMember since
Marguerite M. 🇺🇸🇺🇸 Finance & cap tables: startups, SMBs, attorneys, real estate investors	$4k↓ 19%	Nov 2015Nov 4, 2015
Nathan E. 🇬🇧🇬🇧 Crypto Research Analyst \| Market Insights, Token Analysis, Trading	$3k↓ 19%	Feb 2025Feb 3, 2025
Jorge Andres L. 🇭🇳🇭🇳 Real Estate VA - MS Office, QBO, Invoicing, and General Support	$3k↓ 2%	Dec 2022Dec 20, 2022
4 Chukwuma A. 🇳🇬🇳🇬 Investment Analyst \| Operator \| Grants & Business Writer	$2k↑ 9%	Nov 2021Nov 29, 2021
5 Elsie R. 🇬🇧 NewNew🇬🇧 Startup Consultant and Growth Advisor \| Exited Consumer Brand Founder	$2k0%	Apr 2026Apr 14, 2026
6 Enrik M. 🇩🇪Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇩🇪 Fractional CFO , Venture Partner	≈$2k–	Feb 2020Feb 19, 2020
7 Elliot A. 🇺🇸🇺🇸 Build/Update Cap Table \| Expert with Carta, Mantle, Pulley, etc.	$2k↑ 48%	Mar 2025Mar 11, 2025
8 Canan S. 🇹🇷🇹🇷 Food Consultant - Food Product Formulation - Food Regulatory	$2k↑ 9%	Jun 2021Jun 25, 2021
9 Mariana C. 🇧🇷 NewNew🇧🇷 Financial Planning \| Investment Banking, Investment Strategy	$2k↑ 20%	Aug 2026Aug 21, 2026
10 Jessica C. 🇬🇧Private profile: Upwork shows its earnings only to signed-in members, so we check it every few weeks, not daily. MRR here is a rough estimate (Upwork's six-month earnings ÷ months active). Last read Nov 5, 2026.🇬🇧 Chief of Staff, Investor Relations, Project & Operations Management	≈$2k–	Dec 2024Dec 16, 2024

Freelancer	MRR	Member since
11 Narayanan H. 🇮🇳🇮🇳 Virtual CFO and Experienced Financial Strategist	$1k↓ 4%	Oct 2023Oct 27, 2023
12 Guillermo D. 🇪🇸 NewNew🇪🇸 AI Automation Engineer \| Software Development AI Agents & Copywriting	$1k↑ 64%	Jul 2026Jul 8, 2026
13 Gregory T. 🇺🇸 NewNew🇺🇸 Financial Planning \| Wealth Management, Financial Planning	$1k–	Sep 2026Sep 28, 2026
14 Mariam K. 🇬🇪🇬🇪 Pitch Deck Strategist & Presentation Designer \| Get Investor-Ready	$1k↓ 10%	Nov 2025Nov 6, 2025
15 Mohamed H. 🇪🇬🇪🇬 VC Investor \| Top 1 Percent Pitch Deck & Financial Model	$1k↓ 32%	Apr 2018Apr 12, 2018
16 Mariana T. 🇵🇱🇵🇱 TOP PowerPoint & Presentation Designer \| Pitch Decks \| Slide Design +	$1k↓ 15%	Jan 2020Jan 13, 2020
17 Aqeel A. 🇵🇰🇵🇰 ACA \| FP&A & Strategic Planning \| Cost Optimization & CFO	$1k↑ 48%	Feb 2020Feb 7, 2020
18 Thandiwe N. 🇬🇧🇬🇧 M&A \| Financial Analyst \| Due Diligence \| Valuation	$933↓ 13%	Apr 2023Apr 1, 2023
19 Martina C. 🇦🇷🇦🇷 Strategic Industry Research \| Competitive Analysis \| TAM & SAM Expert	$830↓ 6%	Mar 2021Mar 1, 2021
20 Zamurd H. 🇵🇰🇵🇰 E-2, EB-5 & NIW Business Plans \| SOF Memos \| Immigration Case Support	$668↑ 10%	Dec 2021Dec 17, 2021

Freelancer	MRR	Member since
21 Emily L. 🇺🇸 NewNew🇺🇸 Pitchdecks: Investor & Designer	$494–	Sep 2026Sep 23, 2026
22 Jonelle H. 🇧🇿🇧🇿 Business Development and Investment Officer	$488↓ 1%	Apr 2022Apr 23, 2022
23 Diana D. 🇷🇴🇷🇴 Pitch Deck Expert \| Fundraising Strategist \| Investor Communications	$462↓ 1%	Jun 2021Jun 20, 2021
24 Purnendu B. 🇧🇩🇧🇩 Pitch Deck Expert \| Presentation Design \| 2B+Raised \| Sequoia, a16z	$414↓ 19%	Dec 2012Dec 27, 2012
25 Arjun R. 🇬🇧🇬🇧 Marketing, CRM, Workflow & Presentation Consultant	$371↓ 1%	Oct 2020Oct 1, 2020
26 Sunaryo T. 🇸🇬🇸🇬 Singapore Accountant \|Startup \|Xero Whiz \|Company Tax \|Virtual Assist	$310↑ 14%	Mar 2019Mar 23, 2019
27 Stephen M. 🇺🇸🇺🇸 Fractional CFO \| Capital Placement \| PE & VC \| FP&A \| Due Diligence	$268↓ 11%	May 2020May 23, 2020
28 Brian R. 🇺🇸🇺🇸 Fractional CFO with over 15 years of experience	$204↓ 13%	Apr 2026Apr 7, 2026
29 Nick G. 🇦🇪🇦🇪 Fractional COO \| Hands-on Execution \| Advisor to 200+ Startups & SMEs	$154↓ 18%	Jan 2020Jan 16, 2020
30 Tsimafei K. 🇵🇱🇵🇱 Financial Controller & Analyst \| FP&A	$148–	Aug 2024Aug 4, 2024

Freelancer	MRR	Member since
31 Claire E. 🇺🇸🇺🇸 Carta Management: CapTables, Equity Plans, and Option administration	$88↓ 1%	Jun 2023Jun 7, 2023
32 Antonio B. 🇬🇧🇬🇧 Expert strategic and financial advisor	$66↓ 1%	Apr 2015Apr 27, 2015
33 Semih C. 🇹🇷🇹🇷 CFO & CPA \| Pitch Decks, Investor Decks & Real Estate Financial Models	$25↓ 1%	Mar 2023Mar 16, 2023
34 ANEKE N. 🇳🇬🇳🇬 Commercial Energy & Agriculture Consultant	$19↓ 30%	Nov 2015Nov 16, 2015
35 Maxwell A. 🇬🇧🇬🇧 Ex-Investment Banker \| Fractional CFO \| Financial Modelling \| CIMA	$8↓ 1%	Aug 2023Aug 12, 2023
36 Alex C. 🇩🇪🇩🇪 Financial Modeling, Valuations & Investor Readiness, \| Ex-Deloitte M&A	$2–	Jan 2022Jan 22, 2022
37 Duygu D. 🇹🇷🇹🇷 Pitch decks for more investor meetings	$0–	Oct 2020Oct 7, 2020
38 Youssef S. 🇪🇬🇪🇬 Investment Banking Analyst	$0–	Nov 2021Nov 21, 2021
39 Scott H. 🇺🇸🇺🇸 Personal Financial Planner and Blog Writer	$0–	Nov 2018Nov 12, 2018
40 Maz S. 🇮🇳🇮🇳 Pitch Decks \| Investor Presentations \| Pitchbook \| Fund Raising Expert	$0–	Feb 2013Feb 26, 2013

Freelancer	MRR	Member since
41 Alexander K. 🇵🇱🇵🇱 Tech Lawyer / Tax Professional	$0–	Jul 2016Jul 11, 2016
42 Matt H. 🇺🇸🇺🇸 Matt Hyder \| Amazon Marketing, E-commerce & Startup Consultant	$0↓ 100%	Jun 2022Jun 27, 2022
43 Flourish A. 🇳🇬🇳🇬 Startup Fundraising Consulting \| Pitch Deck, Data Room & Due Diligence	$0–	Jun 2020Jun 28, 2020
44 Kelin A. 🇨🇦🇨🇦 Business Plans, Pitch Decks & Financial Modelling Expert	$0–	May 2018May 16, 2018
45 Louis H. 🇺🇸🇺🇸 Investment and Pitch Consulting	$0–	Dec 2019Dec 28, 2019
46 Lorenna S. 🇺🇸🇺🇸 Professional Sales, Marketing, Business Growth, and Startups	$0–	Oct 2020Oct 23, 2020
47 David S. 🇺🇸🇺🇸 B2B SaaS Growth \| GTM Strategy \| Exec Presentations \| 3x Tech Exits	$0–	Jan 2019Jan 28, 2019
48 Julita S. 🇬🇧🇬🇧 Fractional CFO & UK Chartered Accountant \| AI-Automated Finance Ops	$0–	May 2019May 20, 2019
49 Leslie B. 🇺🇸🇺🇸 Real Estate Investment/Finance Professional	$0–	May 2020May 28, 2020
50 Maya O. 🇪🇬🇪🇬 Startup Consultant \| Pitch Deck \| Financial Model \| Business Plan	$0–	Jan 2023Jan 4, 2023

Top Rated Plus
Top Rated
Expert-Vetted
Rising Talent
≈ Private profile: estimated MRR

From public Upwork profiles, refreshed daily.