I will prepare investment memos and presentations

D
dhavalpatel_1
D
dhavalpatel_1
Dhaval

About this gig

Hello,


Having worked with an investment bank and advisory firms, I understand exactly what investors, lenders, and stakeholders look for in presentations. I create professional, customized, and investor-ready documents that communicate your business story with impact.


I can assist you with:

  1. Company Profiles
  2. Industry Research Summaries
  3. Financial Research Snapshots
  4. Teasers (1-2 page business overviews for investors)
  5. Pitchbooks (detailed transaction/marketing materials)
  6. Pitch Decks (10-20 slide presentations for fundraising)
  7. Investment Memos (clear, concise decision-making tools)


You provide the content, and I will structure, refine, and design it into a compelling, polished presentation. Along the way, I'll also suggest improvements drawn from my experience working on M&A, private equity, and venture capital transactions.


I've helped clients raise capital, pitch to investors, and close deals through clear, visually appealing, and professional presentations.

Get to know Dhaval

Dhaval
  • FromIndia
  • Member sinceSep 2025
  • Languages

    English, Hindi
ACCA Affiliate (World Rank 4 in AFM) with 3+ yrs experience in financial modeling, valuation & research. I help startups, investors & businesses with valuations, financial modeling, investor-ready pitch decks, and equity/credit analysis. Skilled in tools like PitchBook, Bloomberg & Capital IQ. Delivered projects across PE, VC, hedge funds & corporates. Services: Financial Modeling, Pitch Decks, Research & Treasury Advisory.

My Portfolio

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