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$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.

Struggling to make sense of complex financial data for strategic decisions? My name is Wilfredo, a CFA Level II passer with 𝟕+ 𝐲𝐞𝐚𝐫𝐬 in hedge fund research and M&A advisory, delivering actionable insights and robust financial models that drive growth and informed investments. 📈 𝐇𝐎𝐖 𝐈 𝐂𝐀𝐍 𝐇𝐄𝐋𝐏 𝐘𝐎𝐔 📊 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 Build custom financial models for investment evaluation, capital raising, and strategic planning. 📉 𝐌&𝐀 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 Assist with due diligence, deal modeling, and buy/sell-side transaction analysis. 📈 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 & 𝐄𝐪𝐮𝐢𝐭𝐲 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 Deliver comprehensive investment analysis and performance reviews across asset classes. 📊 𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 Design interactive dashboards using Excel, Power BI, or Tableau to monitor KPIs and business performance. 💰 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 Prepare clear, investor-ready pitch decks, reports, and fundraising documents. ============================================================================ 🌟 𝗪𝗛𝗔𝗧 𝗖𝗟𝗜𝗘𝗡𝗧𝗦 𝗦𝗔𝗬 🌟 ❝Wilfredo was a pleasure to work with. He was very diligent and responsive. I was impressed that Wilfredo came up with solutions and cool ideas to implement to the project. I would use Wilfredo again for future projects.❞ – William E. ❝Jun — you’ve done an excellent job on our specialized Excel projects. Your skills are clearly expert-level: you work quickly, build clean and reliable models, and consistently deliver exactly what’s needed. Communication has been regular and proactive throughout, with clear updates and thoughtful questions when requirements needed tightening. Most importantly, you complete work on time and to a high standard. I’d gladly hire you again and recommend you to anyone needing advanced Excel support.❝ - Chris D. ❝Wilfredo worked quickly and communicated well. He was able to review a financial model and make some helpful updates and comments.❞ – Lauren R. ❝Wilfredo is very smart and works quickly. The work was done perfectly and he made several adjustments that I asked for during the process. I definitely recommend him.❞ – Fahid Mustafa E. 🏆 Top Rated Plus Freelancer on Upwork 🎖 Chartered Financial Analyst Level II Passer 🎖 Financial Modelling and Valuation Analyst (FMVA) ============================================================================ 📊 𝗟𝗘𝗧'𝗦 𝗧𝗔𝗟𝗞 𝗙𝗜𝗡𝗔𝗡𝗖𝗘 Need expert financial analysis or a custom model to drive your business decisions? 𝗠𝗲𝘀𝘀𝗮𝗴𝗲 𝗺𝗲 𝗼𝗻 𝗨𝗽𝘄𝗼𝗿𝗸 𝘁𝗼𝗱𝗮𝘆 and let's unlock your financial potential together. I typically respond within 6 hours and am ready to support your project needs. 💼 𝐓𝐎𝐎𝐋𝐒 & 𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐘 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐌𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 • Excel (Advanced Financial Modeling) • Financial Modeling and Valuation Analyst (FMVA) • Equity Valuation Models 𝐃𝐚𝐭𝐚 𝐕𝐢𝐬𝐮𝐚𝐥𝐢𝐳𝐚𝐭𝐢𝐨𝐧 & 𝐁𝐈 𝐓𝐨𝐨𝐥𝐬 • Power BI • Tableau 𝐃𝐚𝐭𝐚𝐛𝐚𝐬𝐞𝐬 & 𝐐𝐮𝐞𝐫𝐲𝐢𝐧𝐠 • SQL 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐬 • Hedge Fund Research Platforms • Investment Banking Tools 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 & 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬 • Chartered Financial Analyst (CFA) Level II Passer • Financial Modelling and Valuation Analyst 𝐒𝐨𝐟𝐭 𝐒𝐤𝐢𝐥𝐥𝐬 & 𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐞𝐬 • M&A Advisory Support • Due Diligence • Deal Execution • Investment Analysis • Scenario & Cost Optimization Analysis FP&A, Financial Modeling, Financial Analyst, Budgeting, Forecasting, Valuation, DCF, M&A, Investment Analysis, Due Diligence, Excel Expert, Power BI, KPI Dashboard, Cash Flow Forecasting, Strategic Finance

Need a CFA-certified financial modeler, with hands-on CFO experience building real finance functions from scratch, to help you raise capital, forecast growth, and make smarter decisions? You're in the right place. 📌 About Me With 10+ years in finance — including roles as Finance Manager, Financial Modeler, and Analyst at a leading asset management firm ($2B+ AUM), and most recently as CFO of an AI-driven biotech SaaS company (~$4M ARR, US & UK operations) — I don't just build models. I've lived inside the numbers, built the systems, and used the outputs to drive real business decisions. I specialize in clean, decision-ready financial tools: forecasting models, investor-grade dashboards, SaaS KPI frameworks, and valuation frameworks — built for founders, boards, and investors who need clarity, not spreadsheet noise. What makes me different: I've built production-grade, fully automated finance stacks (Supabase, PostgreSQL, Python, API integrations) and leveraged AI-assisted development to compress what normally takes a team into fast, finance-led execution. 💼 Services I Offer: ✔ 3-statement financial modeling (P&L, CF, BS, ratios, charts) ✔ Pro forma projections & forecasting ✔ Valuation modeling (DCF, comps, precedents) ✔ DCF, IRR & capital budgeting (NPV, payback, PI) ✔ SaaS KPI frameworks (MRR, ARR, ARPU, Churn, CAC, LTV, cohort analyses) — fully automated ✔ Investor-grade reporting packs & board-ready dashboards ✔ Marketing finance & channel analytics (ROAS, CAC by channel, conversion funnels) ✔ Dynamic dashboards (Excel, Google Sheets, Power BI) ✔ Investment risk & performance analysis (Sharpe, alpha, drawdown, etc.) ✔ Scenario & sensitivity modeling (base, bear, bull) ✔ Cap table modeling (dilution, ownership) ✔ Return distribution modeling (LP/GP, equity waterfalls, hurdle, promote) ✔ Multi-entity consolidation & FP&A (budgeting, rolling forecasts, variance analysis) 💡 Industries I've Worked With: - SaaS & AI/biotech startups - eCommerce - Real estate & investment firms - Manufacturing & servicing companies - Traditional investments & wealth management - Crypto asset management - Healthcare & private medical practices 🤝 Ready to build something that drives real decisions? Let's talk — I respond quickly and deliver with clarity, precision, and professionalism.

Looking for someone who can transform complex financial data into actionable insights? I'm a seasoned investment analyst with around 10 years of experience across credit research, equity analysis, and financial modeling—helping hedge funds, PE firms, family offices, and businesses make confident investment decisions. What I Bring to the Table: I specialize in building robust financial models and conducting deep-dive research that directly impacts investment decisions. Whether you need a complex LBO model built from scratch, an investor-ready pitch deck, detailed credit analysis, or comprehensive investment research, I deliver work that's accurate, insightful, and presentation-ready. Core Expertise: ✓ Financial Modeling: DCF, LBO, M&A, 3-statement models, real estate pro formas, private equity waterfall models, debt structuring models, and custom Excel solutions ✓ Excel Mastery: Complex spreadsheets, automation, financial dashboards, scenario analysis, and sensitivity tables ✓ Investment Research: Equity research reports, credit analysis (IG/HY bonds), industry research, company deep-dives, and investment memos ✓ Credit Analysis: Spread analysis (OAS, Z-spread, G-spread), covenant analysis, capital structure evaluation, and credit risk assessment ✓ Technical & Fundamental Analysis: Chart patterns, indicators, financial statement analysis, and valuation (comps, precedent transactions, DCF) ✓ Financial Planning: Business forecasting, budgeting models, cash flow projections, and strategic financial planning My Background: I'm a CFA with extensive experience across the investment spectrum. I've covered 30-40 credits simultaneously for global asset managers, built financial models that influenced multi-million dollar investment decisions, and prepared research reports for fund managers and investment committees. Currently, I work with Lean Research, where I handle diverse financial modeling assignments spanning real estate, private equity, private credit, and more. I've also created numerous pitch decks and investment presentations for clients - translating complex financial analysis into compelling visual stories that resonate with investors and stakeholders; while also training and mentoring research teams. Before this, I spent years as a credit research analyst at WNS and an investment research analyst at Intellimation, working closely with portfolio managers, conducting management calls, and analyzing everything from automotive bonds to emerging market credits. Who I Work With: Hedge funds & asset managers needing research coverage or modeling support Private equity firms requiring deal models, portfolio company analysis, or valuations Family offices looking for investment research or financial planning Startups and small businesses needing financial models, forecasts, or business plans Investment banks, consultants, and advisors requiring analytical support Buy-side and sell-side firms needing equity/credit research Individual investors seeking professional-grade analysis Startups and entrepreneurs needing investor pitch decks and financial projections I'm Sector-Agnostic Whether it's analyzing a REIT's property portfolio, modeling a leveraged buyout, evaluating a high-yield bond, or building a 10-year financial forecast for a startup—I adapt quickly and deliver quality work across industries. What You Can Expect: → Accuracy & Attention to Detail: Financial models that are error-free, well-structured, and auditable → Clear Communication: I explain complex concepts simply and keep you updated throughout → Timely Delivery: I respect deadlines and deliver when promised → Flexibility: Whether it's a quick Excel fix or a multi-week research project, I'm adaptable to your needs My Approach: I don't just crunch numbers—I understand the story behind the data. Every model I build and every report I write is designed to help you make better investment decisions. I ask the right questions upfront, maintain clear communication, and deliver work that's ready to use immediately. Let's Work Together: Whether you need ongoing analytical support, help with a one-time project, or hourly consulting—I'm here to help. I'm comfortable with long-term engagements where I become an extension of your team, as well as shorter projects where you need quick, expert help. Ready to get started? Send me a message with your project details, and let's discuss how I can add value to your work. I typically respond within a few minutes and can often start immediately.

I’m a commercial/multi-family, retail and self storage real estate professional experienced in problem solving, assessing risk, financial reporting, lending, insurance for owners, managers, lenders and investors. Whether you’re trying address specific concerns at a property or determine the direction of the portfolio I can help. Knows - Lending, Reporting, Risk Management, Insurance Coverages Full project management from start to finish Regular communication is important to me, so let’s keep in touch.

I am a seasoned financial executive with broad experience in tax strategies, finance, accounting, financial services and writing-somewhat a jack of all trades. I hold a Masters in Business Administration (M.B.A.), with a concentration in tax and finance, while boasting experience across various industries, including, but not limited to, energy, real estate, e-commerce, and technology. I have served as the CFO of two start-up companies and am very well versed in financial modeling, forecasting, budgeting and reporting as well as putting together information memorandums and pitch decks on businesses. I have an extensive knowledge of tax strategy, planning and preparation which focuses on minimizing federal, state and local tax liabilities while utilizing tax deferral strategies. I have over 15 years of tax experience dealing with partnerships returns, corporate returns and individual returns. In regards to financial writing, I have written articles for a layman to understand, as well as scholarly articles. I wrote the content for the Deutsch Bank Asset Management db-trackers ETF section as well as wrote an examination and study book for asset managers to be certified in the field of exchange traded funds. I have been published in various arenas such as Yahoo Finance, The Street, WSJ and Seeking Alpha. I am able to work efficiently, effectively and independently. I respect deadlines and quality work as that both of these things support my service’s worth. My goal is to ensure that my employer or client is satisfied with my work. Thank you and I look forward to working with you.