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Project Title: Pitch Deck Designer + Financial Modeling Support for US CPA Roll-Up Platform We are looking for an experienced pitch deck consultant/designer to help prepare a high-quality investor presentation for a US CPA and professional services roll-up platform. We already have: * Existing investor materials, * Management presentations, * Business model documentation, * Strategic vision and acquisition thesis. What we need is someone who can: * Professionally structure and redesign the investor pitch deck, * Create an institutional-quality narrative suitable for family offices, HNIs, accredited investors, and strategic investors, * Support with financial modeling and market research, * Build clear acquisition economics, roll-up strategy visuals, market sizing, and investor return illustrations, * Present the business as an operator-led acquisition and platform play, not a traditional PE fund. Ideal candidate should have prior experience in: * Private equity / roll-up / M&A investor decks, * CPA, accounting, consulting, or professional services industries, * Financial modeling and investor-ready projections, * Market research and benchmarking, * Capital raise presentations for accredited investors or family offices. Deliverables: * Final investor pitch deck (PowerPoint/Google Slides), * Supporting financial model, * Market research summary/slides, * Clean institutional visual design tailored for HNIs and family offices, * Editable source files. Please share: * Relevant past work/case studies (especially with roll-ups), * Experience with roll-ups, PE, or professional services sectors, * Financial modeling capabilities, * Timeline and fixed-fee quote. We are looking for someone commercially sharp who can understand the vision quickly and help us build a compelling institutional-grade story.
Project ID: 40516239
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30 freelancers are bidding on average $1,890 USD for this job

With over 13+ years excelling in strategic tasks and extensive experience in private equity, I am confident that I can deliver the precise blend of financial modeling complexity and investor-readability your project requires. Crafting high-impact pitch decks for roll-up acquisitions and proficiently working with financial data are among my entrepreneurial talents gleaned from PhD studies alongside my robust skills in business plan writing and completion. My mastery over different software such as Microsoft Office, which can be essential to build clean institutional visual designs, adds another layer of capability that will expedite completion on a highly professional note. I understand the importance of instituting a business as an operator-led acquisition and platform play, not just a traditional PE fund - a strategy that sets you apart. This aligns perfectly with my expertise acquired working for numerous multinational companies globally. Be assured, under my lead, your pitch deck will embody an investor-grade narrative that tantalizes High Net Worth Individuals (HNIs), family offices, financial institutions & strategically aligned investors while conveying accurate market sizing, acquisition economics, roll-up strategies along relevant illustrations to showcase viable return possibilities. Connecting with clients has been one of my prime tenets throughout my career. I value your vision and will incorporate it seamlessly into our project.
$1,550 USD in 1 day
6.5
6.5

✅ Hello, I’m Naresh. With over 7 years of experience in investor presentations, financial modeling, business plans, market research, and capital-raising materials, ➡️ I specialize in: • Investor Pitch Decks • Financial Modeling & Forecasting • Roll-Up & Acquisition Strategies • M&A & Private Equity Presentations • Market Research & Benchmarking • Business Valuation & Investment Analysis • Family Office & HNI Investment Materials ➡️ I provide: ✔ Institutional-quality investor pitch deck ✔ Clear roll-up and acquisition thesis presentation ✔ Market sizing, industry trends, and benchmarking analysis ✔ Acquisition economics and value-creation visuals ✔ Investor return scenarios and capital deployment strategy ✔ Financial model with assumptions, projections, and sensitivity analysis ✔ Professional PowerPoint/Google Slides design ✔ Family office, accredited investor, and strategic investor positioning ✔ Fully editable source files and supporting materials I understand that this opportunity must be positioned as an operator-led platform and acquisition strategy rather than a traditional PE fund. My focus will be on building a compelling investment narrative, supported by robust financial modeling, market intelligence, and institutional-grade visual presentation. Looking forward to collaborating with you! Regards, Naresh
$1,500 USD in 1 day
5.7
5.7

Hello, Drawing on my extensive business and grant writing experience, I am well-equipped to elevate your investor deck. My experience with persuasive, coherent narratives aligns with your project vision. I can craft applications that are clear, compliant, and compelling. In addition to my pitch deck expertise, my financial acumen sets me apart from other candidates. I possess a depth of knowledge in financial modeling, enabling me to create comprehensive, investor-ready projections that underscore the potential of your platform. You can also rely on my market research skills to deliver high-impact insights that support your acquisition thesis and establish you as a credible operator-led venture. Lastly, there is no substitute for industry-specific experience. My history working with clients in CPA, accounting, consulting, and professional services provides an understanding of your roll-up platform. Coupled with my visual design skills, I can transform your materials into institutional-grade output. I approach this project with the tenacity and acuity to make you stand out.
$2,250 USD in 7 days
5.5
5.5

Drawing on my nine years of experience as a Chartered Accountant and ACA qualified professional, I believe I am the ideal candidate to serve your integral financial modeling needs. Specifically, my specialization in accounting, financial consulting, tax planning, auditing, compliance, IFRS and investor pitch deck support directly aligns with deliverables you seek for your US CPA and professional services roll-up platform. I have an extensive track record in offering practical and accurate financial solutions to diverse businesses, helping them navigate complexities and make intelligent decisions. I am adept at structure and design, ensuring clear acquisition economics, roll-up strategy visuals, market sizing, and investor return illustrations - all key components you expect from your pitch deck designer. Moreover, sharing a common goal with you: to build a compelling institutional-grade story around the unique nature of your business as an operator-led acquisition and platform play. Yet more than just meeting expectations on paper - I want my work to be practically useful for you. That is why I am known for clean institutional visual design tailored for specific audiences such as family offices and HNIs. Consequently maximizing their understanding of your proposition and investment perspective.
$1,500 USD in 7 days
5.4
5.4

Hello I can assist you in writing, designing, and crafting an institutional-grade investor pitch deck for your US CPA roll-up platform, ensuring a compelling narrative for sophisticated investors and family offices. I will structure your existing materials into a clear investment story, highlight acquisition strategy, build roll-up economics, market sizing, and investor returns, and ensure the presentation meets professional private equity standards. I also provide financial modeling support, market research, and clean institutional design, with experience in M&A and professional services roll-ups. I will deliver an investor-ready pitch deck, supporting model, and editable files within your required timeline, guaranteed quality output. Thanks.
$1,500 USD in 5 days
4.6
4.6

As someone who has spent my career not only in finance and accounting but also as a CFO with a wide range of experience in the construction and SME sectors, I believe I have a unique perspective that sets me apart from other freelancers. My extensive experience allows me to dive deep into your existing materials and understand your company's unique vision - positioning me well to build an institutional-grade story for your investor pitch deck. I have significant capabilities in financial modeling that I believe will be invaluable as you seek to illustrate clear acquisition economics and a roll-up strategy. Further, my understanding of budgeting and forecasting will undoubtedly enhance our ability to present accurate, impactful investor-ready projections. Finally, my expertise extends beyond numbers and into assembling compelling narratives that will resonate strongly with family offices, HNIs, accredited investors or strategic investors. During my career, I've not only prepared a plethora of investor-ready documentation but also gained critical skills creating clean institutional visual designs which include PowerPoint/Google slides decks. I pride myself on delivering high-quality results within fixed schedules that align perfectly with corporate deadlines while also maintaining unwavering accuracy. I look forward to discussing more about your project specifically to provide you with an accurate quote and timeline that meet your needs.
$2,250 USD in 7 days
4.8
4.8

Dubai, United Arab Emirates
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Member since May 30, 2023
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