Investor Deck & Financial Modeling Expert
Budget: $1,500 – $3,000 USD
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.
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.