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Bill Lewis | Elance
 
176985602337900
Last Sign-in: Apr 9, 2016

Bill Lewis

Marketing & Finance Strategy for Startups
   United States
  |   San Francisco, CA
  |  7:53 pm Local Time

Overview

Minimum Hourly Rate $82

I am a former VC investor and Wharton MBA with 10+ years of experience both as an investor and as an executive seeking to raise capital. I typically partner and consult with startup founders and small business owners that are part of my network so I am new Elance. I've invested in several startups that have gone on to do well. I leverage proven frameworks and approaches to provide strategy in the areas of marketing, finance and can drill-down into the tactical components of a business such as demand generation, go-to-market plans financial...

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Oct 29, 2015|Business Plans|Private|Completed
Oct 22, 2015|Business Plans|Private|Completed
Sep 30, 2015|Business Plans|Private|Completed
Sep 8, 2015|Business Plans|Private|Completed
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5.0

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Skills (6)

Tested
Microsoft Excel 2007 Test
My Score
avg
Venture Capital

Service Description

Services: I offer business planning, financial modeling, general business strategy and industry and competitive landscape research. Preferred areas include technology.

BUSINESS PLAN SERVICES
-Business plan review from a VC/ PE perspective
-Edit the copy in the plan to professionalize it
-Identify data/ key points that are missing
-Conduct research to fill in gaps and add needed detail
-Add slides will address missing components
-Add frameworks and visuals to those slides that keep w/ theme and succinctly illustrate point
-Integrate financial model changes throughout the plan as needed (see below financial model services)
-Provide you with business plans/ models of comparable businesses

FINANCIAL MODEL SERVICES
-Financial model review from a VC/ PE perspective
-Financial model creation from scratch
-Sensitize model to address multiple scenarios
-Incorporate DIY levers so you can adjust model on the fly
-Communicate the implications of the financial model on the business
-Discuss and train you or your team on the model
-Provide trading and operating comparable models to validate model assumptions

GENERAL BUSINESS STRATEGY
-Conduct business research to determine/validate appropriate strategy
-Conduct competitive landscape research to determine/validate opportunities
-Sales Growth strategy
-Growth Marketing strategy
-Business Development strategy
-Profit Improvement strategy


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Education

The Wharton School, University of Pennsylvania
Masters of Business Administration in Finance
-
University of Pennsylvania
Bachelors of Arts in Economics
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Overview  |  Job History  |  Resume/C.V.

Keywords

Business plan
forecasting
data
analysis
market research
financials
venture capital
modeling
marketing
growth hacking
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  • 12 months
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bill_lewis
Type
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Member Since
October 2013
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Bill Lewis | Elance

Bill Lewis