Investment Banker Projects
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urgent
Invest in a new business (financial statements, excel)
A university student seeks assistance with generating projected financial statements for an assignment analyzing the viability of an athlete camp venture. The freelancer will build multi-year income statements, cashflow statements, and balance sheets in Excel to model revenues, expenses, liquidity, and profitability on a monthly, quarterly, and annual basis for the first 5 years of operations. A discounted cashflow analysis and break-even calculation for year 1 will also be developed. Sensitivity analysis and interpretation of findings will be provided in a typed, double-spaced report with font size 12 discussing business viability and short to medium-term profitability based on the financial modeling and analysis conducted. Expertise in financial statement preparation and business valuation is required.
2 days ago15 proposalsRemoteExpires in 27Solicitor Required To Draw Up Business Investment Documentation
Hello, I am purchasing a 49% stake in a small business which is currently being run by a family friend. We have drafted up an MOU, however we need a solicitor to draw-up all the required documentation. Please send a proposal if you offer this service and have experience with this type of work.
16 days ago8 proposalsRemoteFinance Support Consultant
Finance Support Consultant - Specific Area: Investment Analysis - Ongoing support required - Ideal consultant should have expert level experience in finance We are looking for an experienced Finance Support Consultant with expertise in Investment Analysis to join our team. This is an ongoing support position, where the consultant will be responsible for providing expert level guidance and analysis in the area of investment. Requirements: - Expert level experience in finance, specifically investment analysis - Strong knowledge of financial markets and investment strategies - Ability to analyze and evaluate investment opportunities - Proven track record of successful investment analysis - Excellent communication and presentation skills - Ability to work independently and meet deadlines If you are a finance consultant with expert level experience in investment analysis and are looking for an ongoing support opportunity, we would love to hear from you. Please provide your portfolio or examples of previous work showcasing your expertise in investment analysis.
23 days ago11 proposalsRemoteTemplate word document
I need a template word document with embedded tables to store information for investments. I need the ability to tab through data fields and to input data. I also need dates to be input from date picker (to avoid confusion between US and UK formatting). I have uploaded a rough idea of what I need. Budget is negotiable depending on what you think you can do . Thanks
14 days ago17 proposalsRemoteopportunity
Business plan writer with access to investors
We seek an experienced business consultant to craft a strategic plan to propel our budding media enterprise. Our ambitions include producing a portfolio of impactful documentary films and low-budget independent features aimed at global audiences. The successful candidate will possess proven acumen in devising comprehensive yet pragmatic plans, with emphasis on financial projections and go-to-market strategies. Established connections in investment circles that could expedite attaining development capital or full backing for our seed initiatives would be highly preferable.
8 days ago18 proposalsRemoteURGENT! AI or CAD design 12 storey block of flats
Urgently needed - AI or CAD designer - A before and after with floorplan of a current 6 storey building turning into a 12 storey block of apartments This is just for a student investment presentation that we are doing tomorrow! It obviously doesn't need to be accurate or spectacular - just giving us an idea of what the new development will look like and a floorplan of one, or all of the storeys. Please let me know if you can help! Thanks Emma
a month ago22 proposalsRemoteopportunitypre-funded
Build an ROI Calculator with User Instructions into Excel
Impact-Centric ROI Calculator - Developer Brief We are seeking a skilled developer to create an Impact-Centric ROI Calculator that will accompany our sales training module. The calculator must be designed to have perfect utility across all Business-to-Business (B2B) sales environments, including products, services, hardware, and software (SaaS) sales. Key Requirements: Currency Options: The calculator must support three currency options – USD, British Pound Sterling, and Euro. Workbook Structure: The workbook should be organized into five main tabs: Home, Input, Calculations, Output, and Instructions. Home Tab: Create an introductory screen with a purpose statement and basic navigation instructions. Input Tab: Divide the tab into 'Cost Investment' and 'Gains from Investment' sections, each with relevant categories. Include a Rule of Thirds attribution section and a timeframe selection option. Data Validation: Implement data validation to ensure data integrity and minimize user input errors. Calculations Tab: Use Excel formulas to calculate key metrics such as ROI Percentage, Payback Period, and Break-even Point based on the selected timeframe. Include a Rule of Thirds attribution calculation. Output Tab: Display the calculated results in a user-friendly format, incorporating dynamic charts and graphs for visual representation. Instructions Tab: Provide step-by-step instructions on using the calculator, including timeframe selection and interpretation of key metrics. User Guide: Create a separate worksheet named "User Guide" that includes an introduction, overview of each worksheet's purpose, step-by-step instructions, guidance on timeframe selection, and explanation of key metrics. Testing: Ensure the calculator's utility across various B2B sales scenarios, including producers/manufacturers, resellers and distributors, professional service providers, and subscription software providers (SaaS). The ideal candidate should have strong experience in developing complex Excel workbooks, proficiency in Excel formulas and functions, and a deep understanding of data validation and user experience design. If you are interested in this project and possess the required skills, please submit your proposal, along with a portfolio showcasing relevant experience.
4 days ago22 proposalsRemoteSponsorship & Event Proposal Writer
I'm seeking a professional writer to create a comprehensive sponsorship plan and event proposal. The main goal of this project is to secure sponsorship from various companies, ultimately generating revenue for my event. Key Responsibilities: - Develop a detailed sponsorship plan that outlines the benefits companies will receive by sponsoring my event - Create a compelling event proposal that communicates the value of the event and why companies should invest in it - Identify and approach potential sponsors, tailoring the sponsorship plan to their specific needs and objectives Ideal Candidates: - Proven experience in sponsorship plan and event proposal writing - Strong understanding of the sponsorship landscape and how to effectively pitch to companies - Excellent communication and negotiation skills This exciting project has the potential for long-term collaboration with the right freelancer. I look forward to receiving your proposals.
10 days ago14 proposalsRemoteopportunity
Sales of digital marketing services B2B clients in the USA
We are looking for a professional who can effectively sell digital marketing services and attract new clients. The ideal candidate should be well-versed in various digital marketing strategies and techniques and be able to communicate the value of our services to potential clients. Responsibilities include identifying potential clients, presenting our services in a compelling manner and closing deals. sales experience. Order of interaction: Work are broken down and linked to Key Performance Indicators (KPIs): - Number of potential clients attracted within 10 days. Min/Max [insert target number] - CRO – increase the percentage of visitors who complete the desired action (Payment/Contract) within 10 days. Min/Max [insert target percentage] - Collecting a lead database within 10 days. Min/Max [insert target number] . - Conversion rate: maintaining the conversion rate from leads to deals closed within 10 days. Min/Max [insert target percentage] - Customer Acquisition Cost (CAC): A division of the marketing and sales costs incurred to acquire a customer over a 10-day period. Min/Max [insert target percentage] - Return on Investment (ROI) is the ratio of income to the total cost/effort within 10 days. Min/Max [insert target percentage] We value your time and ours, so we'd love it if you answered our questions clearly and uncluttered! If you have any questions or require further information, do not hesitate to contact us. We look forward to your response!
2 days ago12 proposalsRemoteTech Business Model Presentation Writer
I require an expert investment text writer who can eloquently and effectively explain the business model of my technology-based enterprise. The written content will be chiefly used for attracting angel investors, significant venture capitalists, and financial aid institutes. The perfect candidate will possess: - A strong understanding of the technology field. - Profound experience in creating content aimed at angel investors and venture capitalists. - Ability to accurately showcase and explain business models to potential investors. - Experience working with financial aid bodies is helpful, but not required. Your primary responsibility is creating compelling and persuasive text that clearly explains our business model to our target audience. You need to have excellent comprehension to understand our business process and the ability to articulate these processes into an engaging context. Your work will not only promote our business, but also open doors to opportunities that will ensure its growth and advancement. I look forward to your assistance in exploring these prospects.
16 days ago14 proposalsRemoteopportunity
Update for Wordpress, plugins, FB verification, DKIM and DMARC.
Hi, I would like to find an experienced programmer who is a pro on WordPress. Very up to date with plugins and new functions, can advise on site-health and security and new things that should be added. Atm I need help with adding DKIM and DMARC for email and some things with Newsletter sending. Update plugins for my Wordpress site Londonsvenskar.com Make sure it's connected to our Facebook page and forums and that the domain is verified, etc. My business is also big on Facebook with 50 000 people there so the integration between FB and website is important, so you must have experience with this. This time I need Just overall help, and this will potentially lead to a bigger update. I prefer to find someone who will invest time in researching the website, it's complex and about 12 years old, with 1000 pages, several extra sites, and who can work with me going forward in making it up-to-date and modern.
a month ago60 proposalsRemoteopportunity
B2B Lead Generation Sales of digital marketing services in US
We are looking for a professional who can effectively sell digital marketing services and attract new clients. The ideal candidate should be well-versed in various digital marketing strategies and techniques and be able to communicate the value of our services to potential clients. Responsibilities include identifying potential clients, presenting our services in a compelling manner and closing deals. This role requires excellent communication and negotiation skills and proven sales experience. Required Skills: - Sales and negotiation - Knowledge of digital marketing - Customer engagement - Communication - Presentation skills Payment procedure: Payments are broken down and linked to Key Performance Indicators (KPIs): - Number of potential clients attracted within 10 days. Min/Max [insert target number] - CRO – increase the percentage of visitors who complete the desired action (Payment/Contract) within 10 days. Min/Max [insert target percentage] - Collecting a lead database within 10 days. Min/Max [insert target number] . - Conversion rate: maintaining the conversion rate from leads to closed deals within 10 days. Min/Max [insert target percentage] - Customer Acquisition Cost (CAC): A division of the marketing and sales costs incurred to acquire a customer over a 10-day period. Min/Max [insert target percentage] - Return on Investment (ROI) is the ratio of income to the total cost/effort within 10 days. Min/Max [insert target percentage] We value your time and ours, so we'd love it if you answered our questions clearly and uncluttered! We are looking for a specialist for long-term cooperation, so the question of payment for services will be discussed personally with you. We are also ready to provide you with recommendations and a test task to evaluate your skills. If you are ready, let us know and we will send them. If you have a passion for digital marketing and the ability to sell, we'd love to hear from you! If you have any questions or require further information, do not hesitate to contact us. We look forward to your response!
2 days ago9 proposalsRemoteBranding refresh and website design
A small capital investment company based in the UAE requires a branding and website design re-vamp. A WordPress website currently exists, as does a logo and colour scheme. The company is a start up and the current website is the first iteration. We are happy to keep the general framework/logic of the website, the main focus is the design and visuals. No need to focus on text or brand messages, we are simply looking for a focus on design. No need for a completely new logo, but we are open to suggestions on evolution of the logo. In addition to the website design, we require brand guidelines, marketing materials and stationery designs (PPT, letter head, business cards, etc). The goal is a clean, simple, and expensive aesthetic. Below are examples of designs we like. • https://www.adia.ae/ • https://www.carlyle.com/ • https://www.blackrock.com/ • https://www.ssga.com/hk/en/institutional/ic • https://www.skadden.com/ Please provide quote and timeline breakdowns for each of the branding elements (website, marketing & stationery materials, brand guidelines, etc).
25 days ago48 proposalsRemoteFacebook ads manager
I require the services of a skilled Facebook advertising professional to effectively manage advertising campaigns across markets in Canada and the United States. As the owner of a growing online business, expanding brand awareness and generating new customers through social media platforms such as Facebook has become a priority. However, managing paid promotional efforts across multiple geographical regions simultaneously is beyond my current capabilities. An experienced Facebook ads consultant is needed to strategize compelling campaigns, craft visually appealing ad creatives, define focused target audiences, and optimize spending to maximize returns on investment. Key responsibilities will include planning campaign objectives in line with company goals, launching new ads on a regular basis, analyzing performance metrics to identify top performing ad sets and interests, pausing underperforming promotions, and reporting key insights and recommendations. Knowledge of localization techniques to appeal to diverse North American audiences is essential. This is a lasting role with the potential for ongoing work as my company's online presence expands. The ideal candidate must demonstrate proven success in multi-market Facebook advertising, be highly skilled in using the latest platform features and tools, and have a strong track record of delivering results within pledged timeframes and budgets. Only applicants with a portfolio highlighting similar past client work and glowing client testimonials need apply. Remuneration will be based on project milestones and performance.
23 days ago27 proposalsRemote
Past "Investment-banker" Projects
opportunity
Investment agreement review SSA
Hi there I have recently invested into a ltd company and am a share holder. I have received a legal document no more than 10 pages which I need to be reviewed. It’s a best practice method just to ensure I am protected and my money is safe. I would also like to forward on the email thread which is about 10 emails, very short transcripts. There’s a couple Of points I was unsure of and wanted to get some advice on.
Simple Math calculation
Create an excel overview of two investment strategies to find out which option is the more profitable option in comparison to different growth rates: Option 1: Investment: $1 million Company valuation: $60,000,000 Equity split: 80/20 upon converting the convertible notes Received shares value: $800,000 (after equity split) Discount: 35% off the current valuation is received after conversion Option 2: Investment: $1 million Received shares: 100% of the $1 million investment in shares Company valuation: $60,000,000 Discount: 35% off the current valuation One-time setup fee: 1% Annual management fee: 0.7% Exit performance fee: 10% of the profit if the annual return is below 25%. If the annual return exceeds 25%, the performance fee is 15%. So show for both options with a sensitivity analysis how the return/performance effects the final return when taking the performance fees into account vs. option 1 that does not have any fees. Investment time frame is around 1-10 years.
Front End developer with an interest in stock investing
We’re looking for an experienced front end developer to help improve and expand our stock market analysis web app. You can check it out at WallStreetZen.com. This is a part-time, freelance role. You’ll help us implement new features and improving existing ones using React in the front end. Familiarity with Material UI, the component library that we’re using, is a plus. You’ll also help implement marketing improvements to our web app. Any experience with implementing A/B tests or analytics tracking would be a big asset. Prior stock investing or finance knowledge is also a nice bonus, but not required. RESPONSIBILITIES * Handle front end development for new features / improvements to existing features (stock screener, watchlist, stock market data) * Implement marketing improvements to the site (a/b tests, landing pages) * Implement UX improvements to the web app KEY EXPECTATIONS * Able to build pixel perfect features using React and Material UI component library * Strong attention to detail * Has good taste in engineering choices, explains and makes wise tradeoffs to balance pragmatism in achieving business requirements with adhering to technical best practices. * Delivers clean, high quality, easily readable and maintainable code * Cares about solving big, systemic problems. You look beyond the surface to identify and understand root causes and seek to resolve those instead of only addressing the symptoms. * Exhibits strong attention to detail and sweats the small things * Good eye for aesthetics and basic understanding of design (good alignment, spacing etc). Able to give input on UI/UX issues. We believe in an iterative process when building technology and as a result we expect a strong feedback loop - frequent communication, asking questions when there are any uncertainties, pointing out tradeoffs to be made, and front footing anything unexpected are all strongly encouraged and highly valued. NICE TO HAVE * Able to do simple mockups in Figma that fits with the existing site aesthetic - when given wireframe + existing components * Experience on a growth team (setting up A/B tests, conversion tracking etc.) * Experience investing in stocks * Ruby on Rails experience HOW TO APPLY * Please fill the following form: https://airtable.com/appEx59e6JDQ6PfsF/pag7fXnnIeVhAqn9U/form?prefill_Via=PeoplePerHour&hide_Via=true
pre-fundedurgent
Need a copy of all the Private Equity companies in the Uk
Looking for database for all the private equity and investment banks in the uk I need names, emails and contact numbers
Excel model
Conversion I: Financing Round Triggered Trigger: Occurs if a financing round is executed before the maturity date. Discount: Up to 35%, starting with a 30% discount if the financing round closes on or before 30 June 2024, plus an additional 1% discount for each full month thereafter, capped at 35%. Valuation: The lesser of a pre-money valuation of €46,000,000 or the financing round's pre-money valuation less the applicable discount. Conversion II: Exit Triggered Trigger: Occurs if no financing round has happened and there's a sale of at least 70% of the shares before the maturity date. Discount: A 40% discount from either the pre-money valuation at the time of the Exit or a capped pre-money valuation of €46,000,000. Valuation: Calculated based on the lesser of the Exit's pre-money valuation less a 40% discount or the capped pre-money valuation, divided by the share capital immediately before Conversion II. Conversion III: Maturity or Extraordinary Termination Triggered Trigger: If neither Conversion I nor II happens before the maturity date or if the loan is terminated extraordinarily for good cause. Valuation: Based on the last financing round valuation of €354.00, divided by the share capital on the date of Conversion III. Analysis for Quick Conversion: Discount Advantage: Conversion I and II offer significant discounts (up to 35% and 40%, respectively), making early conversion financially appealing if a favourable financing round or exit opportunity arises. The larger the discount, the more shares the lender can acquire for the same investment amount, increasing the potential return on investment. Timing and Valuation: For a quick conversion, the timing and the valuation at which the conversion occurs are crucial. Conversion I provides a flexible pathway to capitalize on a favourable financing round, especially if it occurs early and the valuation is advantageous. Conversion II is particularly attractive if an exit event is anticipated to offer a high valuation, as the 40% discount substantially increases the number of shares received. Option 1: Initial Investment: $1,000,000 Conversion to Equity: (80/20 split) $800,000 worth of shares, reflecting a loss of $200,000 or 20% of the investment immediately upon conversion. Company Valuation: $60,000,000 Discount: 30% off the current valuation upon conversion Option 2: Initial Investment: $1,000,000 Company Valuation: $60,000,000 Discount: 30% off the current valuation upon conversion One off fee: 1% = $990,000 Management fee: 0.7% annually, Exit performance fee: 10% Exit performance fee (if the annual return is greater or equal to 25%: 15% Considering the 3 conversion scenarios and the two methods of participating in this investment, we need to determine which option yields higher profitability: Option 1, with fewer initial shares and no fees, or Option 2, which offers more initial shares but includes fees. A detailed analysis should explore how the valuation and returns evolve over a period of 1-5 years under two growth conditions: a consistent 25% annual growth and a scenario where growth falls below 25% annually, the latter affecting the activation of the performance fee. And do not forget to incorporate various combinations of the conversion three conversion triggers.
Draft a Legal letter to an investment management company
This project involves drafting a formal legal letter on behalf of a client seeking reimbursement of investment funds from an asset management firm. The client invested in certain funds managed by ITIGroup in 2017 but has yet to receive repayment despite assurances from the CEO two years ago that funds would be returned. The legal letter should provide a concise yet comprehensive summary of the key events, including details of the initial investment, subsequent communications between the client and CEO regarding repayment, and the failure to fulfill the repayment promise within a reasonable timeframe. The letter must clearly demand the immediate reimbursement of owed funds plus any accrued interest or compensation for delay as provided by law. Reference to potential legal action and relevant statutes of limitations if repayment is not made within a specified period should be included to emphasize the legitimacy and severity of the request. Appropriate legal language and precedent cases supporting the client's entitlement to reimbursement under the circumstances must be cited. Formal letter formatting and polite yet firm language holding the CEO and firm accountable is necessary. The deliverable will be a 1-2 page letter drafted by the freelancer and reviewed by the client for accuracy and tone before sending. Experience writing business and legal correspondence as well as knowledge of relevant investment and contract law is required to fully address the issues raised. Attention to detail and ability to clearly yet concisely convey complex information is important.