Hire the Best Equity Researchers

I am Carlos, a graduate of BS Management Information Systems in the Philippines. I am a licensed Equity Trader of a local stockbrokerage firm with 6 years of experience and an aspiring Virtual Assistant that focuses on Research here in OLJ. I have worked with a diverse set of clients, providing them with research that includes, but is not limited to, company and industry information, financial statements, economic data, and market behavior that would aid in the client's decision-making. I can provide detailed research in a variety of categories that would cater to your needs. I am a detail-oriented and resourceful person who can work well alone or with a team. I can easily communicate in words or in writing what I have to say. I can manage my time well as I have had other important tasks outside of my professional job that I can still give attention to and finish in time without sacrificing quality. Learning new skills is something I enjoy as well, so it would be boon to be trained in tools that I have yet to try and that is relevant to the job. Some of my technical skills include the following; - Online Research - Sales and Marketing - Web Scraping - Data Collection - Data Analysis - Technical Writing - Presentation - Customer Service - Email Management Tools that I know how to use; - G-Suite: Sheets, Docs, Slides, Calendar, Drive, Trends - MS Office: Excel, Word, PowerPoint, Teams, One Drive - Social Media: Facebook, Instagram, Pinterest, LinkedIn, Tiktok, Twitter - Email: Outlook & Gmail- Communication: Facebook Messenger, Skype, Viber, Telegram, WeChat, Ring Central, Zoom - E-Commerce: Amazon, Shopee, Lazada If you believe that I am up for the task, kindly send an invitation!

🚀 50+ Founders Empowered | $2M+ in Startup Funding Facilitated | Financial Models, Valuations & Business Plans That Deliver 💼📈 ⭐⭐⭐⭐⭐“Syed is great, and I am very comfortable and excited because he is an expert and very astute and capable in what he does. I love this guy—he is an expert!” – CEO, Trading Firm (Jan 2025) “He is timely, punctual, and produces work to a high standard... very helpful, communicative and has kept his commitments in all respects... I highly recommend his services!” – CEO, Financial Strategy Client (Oct 2024) I'm Syed Meeran, a financial strategist and business plan expert with 4+ years of experience helping startups, entrepreneurs, and academicians build investor-ready business plans, perform detailed equity valuations, and develop dynamic financial models that drive funding and strategic clarity. I've helped early-stage companies raise over $2M+ in funding by translating ideas into structured, compelling, and data-backed strategies investors love. ✅ What I Deliver: Investor-Grade Financial Models 3–5-year projections, cash flow, balance sheets, scenario analysis & more — customized for your business needs and growth plans. Winning Business Plans Clear, concise, and fully investor-aligned — including market analysis, strategy, and full financial projections. Equity Valuations & Startup Metrics Understand your company’s value and get funding-ready with smart, data-driven insights. Tailored, Non-Template Work Every deliverable is custom-built, whether it’s a pre-seed startup or a growing academic innovation. 💡 Why Work with Me? ✔️ $2M+ Raised Across Early-Stage Projects ✔️ 50+ Founders & Researchers Supported ✔️ Deep experience in multiple industries — from tech to finance to healthcare ✔️ Transparent, proactive communicator with a strategy-first mindset ✔️ I’ll understand your business quickly and ask questions that even surprise you 🎯 Let’s Talk: I offer a complimentary strategy session to help you clarify your vision and align it with your funding or growth path — even if we don’t end up working together, you’ll walk away with valuable insight. 📩 Invite me to your job or send a message — let’s turn your business idea into a strategic, fundable venture.

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿 | 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 𝗘𝘅𝗽𝗲𝗿𝘁 | 𝗣𝗼𝘄𝗲𝗿𝗣𝗼𝗶𝗻𝘁, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗹𝗶𝗱𝗲𝘀 & 𝗖𝗮𝗻𝘃𝗮 | 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗦𝗮𝗹𝗲𝘀 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻𝘀 | 𝟮𝟰-𝗛𝗼𝘂𝗿 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆. Are you looking for PowerPoint Presentation Designer, Investor Pitch Deck Expert And Canva Designer? I cover all your needs... I will design a professional PowerPoint presentation design within 24 hours that will impress your audience and elevate your brand. My name is Augustine Thomas, PowerPoint Presentation Designer - I will design a professional PowerPoint presentation in 24 hours that will impress your audience and elevate your brand. Whether it’s a Pitch Deck, Business Presentation, Sales Presentation, Marketing Presentation, Fundraising Presentation, Financial Presentation, Demo Presentation, Training Presentation, or Education Presentation - Let get started now!!! 𝗔𝘀 𝗮 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗣𝗼𝘄𝗲𝗿𝗣𝗼𝗶𝗻𝘁 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗹𝗶𝗱𝗲𝘀 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗮𝗻𝗱 𝗖𝗮𝗻𝘃𝗮 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗜 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗿𝗲𝗮𝘁𝗲 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗳𝗿𝗼𝗺: ✅ Investor Pitch Deck, Startup Pitch Deck, Pitch Deck for Investors, Fundraising Pitch Deck, Investor Ready Presentation ✅ Business Presentation Design, Corporate Presentation Design, B2B Presentation ✅ Design, Company Profile Presentation, Business Proposal Presentation ✅ Sales Presentation Design, Marketing Presentation Design, Product Presentation Slides, Sponsorship Deck Design ✅ Executive Presentation Design, Board Meeting Presentation, Webinar Presentation Slides ✅ SaaS Pitch Deck, Tech Startup Presentation, Fintech Pitch Deck, Real Estate Presentation Design, Healthcare Presentation Design, E-commerce Pitch Deck, Consulting Presentation, Agency Presentation Design, Crypto Pitch Deck, AI Startup Pitch Deck 𝗜 𝗮𝗹𝘀𝗼 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗶𝗻: 〽️ Presentation Redesign, PowerPoint Redesign, Presentation Makeover, Slide Deck Cleanup, Existing Pitch Deck Redesign 〽️ Slide Deck Design, Presentation Slide, PPTX Design, PowerPoint Template Design, Presentation Template Designer 〽️ Visual Presentation Design, Clean Presentation Design, Modern Slide Design, Minimalist Slides, Professional Branding Presentation 〽️ Slide Animation PowerPoint, Slide Transition, Animation Design, Layout Design, Slide Formatting Expert, Presentation Polishing, Rebranding Presentation Slides 𝗦𝗼 𝘆𝗼𝘂 𝗴𝗲𝘁: ✔ High Converting Pitch Deck ✔ Investor Winning Presentation ✔ Fundraising Ready Slides ✔ Persuasive Presentation Design ✔ Conversion Focused Slides ✔ Impactful Presentation 𝗧𝗼𝗼𝗹𝘀 𝗜 𝘂𝘀𝗲 (𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗽𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲) 🛠️ Microsoft PowerPoint 🛠️ Google Slides 🛠️ Canva 🛠️ Keynote 🛠️ Presentation Software 🛠️ Microsoft Office ⭐𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 ⭐ ⭐⭐⭐⭐⭐“𝑯𝒆 𝒕𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒆𝒅 𝒐𝒖𝒓 𝒎𝒆𝒔𝒔𝒚 𝒔𝒍𝒊𝒅𝒆𝒔 𝒊𝒏𝒕𝒐 𝒂 𝒄𝒍𝒆𝒂𝒏, 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍, 𝒂𝒏𝒅 𝒑𝒆𝒓𝒔𝒖𝒂𝒔𝒊𝒗𝒆 𝒑𝒓𝒆𝒔𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏.” 𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼: - Design Investor Pitch Deck for Startup Funding - Create Professional PowerPoint Presentation for Business - Redesign Existing Pitch Deck for Investors - Build Modern Google Slides Presentation - Design Sales Presentation that Converts - Create Company Profile Presentation PowerPoint - Startup Storytelling Pitch Deck Design - Canva Presentation for Marketing Campaign - Business Presentation Design for B2B Clients 👉 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗻𝗼𝘄 — 𝗹𝗲𝘁’𝘀 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗶𝗻𝘁𝗼 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼𝗼𝗹. Presentation Designer, Pitch Deck Designer, PowerPoint Designer, Google Slides Designer, Canva Presentation Designer, Business Presentation Design, Investor Pitch Deck, Startup Pitch Deck, Sales Presentation Design, B2B Presentation Design, Professional Presentation Design, Corporate Presentation Design, Slide Deck Design, Presentation Redesign, Pitch Deck for Investors, Fundraising Pitch Deck, Investor Ready Presentation, Business Proposal Presentation, Company Profile Presentation, Executive Presentation Design, Webinar Presentation Slides, Training Presentation Design, Marketing Presentation Design, Product Presentation Slides, Sponsorship Deck Design, SaaS Pitch Deck, Tech Startup Presentation, Fintech Pitch Deck, Real Estate Presentation Design, Healthcare Presentation Design, E-commerce Pitch Deck, Consulting Presentation, Agency Presentation Design, Financial Presentation Slides, Crypto Pitch Deck, AI Startup Pitch Deck, High Converting Pitch Deck, Investor Winning Presentation, Fundraising Ready Slides, Visually Engaging Presentation, Modern Slide Design, Clean Presentation Design, Minimalist Slides, Professional Branding Presentation, Data Storytelling Slides, Persuasive Presentation Design, PowerPoint Expert, Google Slides Expert, Canva Expert.

🎯 PhD researcher. Strategic thinker. AI-Native. IQ above 130. Academic Excellence in English. 🕰️ Available across EST, GMT, CET, GULF time zones regular working hours as needed. 🌍Numbers tell stories — and I've spent years learning to read them. I turn complex financial data into clear decisions. I help businesses and investors make smarter financial decisions with a 360° view of how businesses grow, struggle, and succeed. 💡My expertise includes: 📊 Financial Analysis and Company Valuation 💼 Investment Consulting — Startups & Stocks 🏦 Chief Accounting for SMEs 📈 Market Analysis & Business Consulting 🗂️ Project Management & Teaching ✍️ SEO Writing, Reporting & Presentations 🔍 Whether you need a seasoned eye on an investment, a clear-headed financial model, or a trusted advisor who delivers 🚀 I'm ready when you are. Let's talk.