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I’m launching a fresh venture in Delhi and want a seasoned Chartered Accountant-cum-finance specialist to create three investor-ready documents from the ground up. 1. Detailed Project Report (DPR) • Purpose: convince Indian banks to extend a term-cum-working-capital facility. • Must follow standard bank templates (CMA data, ratio analysis, DSCR, breakeven, sensitivity checks) so the credit team can lift numbers straight into their appraisal notes. 2. Investor Pitch Deck • A concise deck in PowerPoint highlighting problem, solution, market size, traction plan, competitive edge, team, funding ask and headline projections. • Visual polish matters—please weave in charts that sync seamlessly with the financial model. 3. Financial Model • Build completely new five-year projections—no historical data exists. • Deliver a driver-based Excel model with integrated P&L, balance sheet, cash-flow, scenario toggles (best/base/worst), IRR and NPV outputs. • Clearly separate inputs, calculations and outputs so future edits remain hassle-free. Acceptance Criteria • All numbers reconcile across the three documents. • DPR meets the documentation checklist of at least one leading public-sector bank. • Model runs error-free when assumptions are changed. • Deck is presentation-ready and visually consistent with the figures. Please share a brief on similar DPRs or fundraising packs you have completed for Indian startups or SMEs, along with estimated turnaround time.
Projekt-ID: 40261544
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9 freelancere byder i gennemsnit ₹4.611 INR på dette job

Hi, I am an experienced Associate Member of certified Cost And Management Accountant (ACMA), Financial Analyst and Certified Public Accountant (CPA) having more than 7+ years' experience in finance. I have gone through your project with interest and it seems a perfect match with my skills. May I ask you a few questions about your project? What’s the principal activity of your business? Do you have any specific reporting requirements? When would you like to start? I have been providing Financial Modelling, Business Analysis, Business Plan, Financial Analysis, Financial Forecasting, Excel, Advance Excel, Visual Basics, Payroll, Data Processing, Data Entry, Finance, Accounting, Financial Research services and serve my more than 3+ years with top rated Audit firm (KPMG) during which I have dealt with a number of clients and provided them extremely satisfied services. Apart from that, I am also highly proficient in different accounting software packages like Excel, Advance Excel, Quick Book, Intuit Quick Book ,XERO, Microsoft Dynamic, Enterprise and more. I am a fast learner, problem solver, detail oriented and highly organized. Looking forward to hearing from you soon! Looking forward to hearing from you Best Regards. Zakwan
₹3.000 INR på 1 dag
6,4
6,4

Hi I have recently completed a similar project where I prepared a full investor pitch deck along with a driver based financial model and projections. The work involved structured reports for lenders and investors, so your requirement fits well. Three quick questions 1 What is the nature of the business and sector 2 What is the total funding requirement from bank and investors 3 Do you already have any projected revenue assumptions or should we build from scratch About me I am a Chartered Accountant and CPA. I have worked with clients in Dubai, USA, Singapore, and the UK. I specialise in financial modelling, projections, and budgeting. I have sound knowledge of 3 statement models and investor pitch deck reports. Though my profile is new here, I have served more than 300 clients already. I focus on building clean, reliable, and bank ready documents.
₹4.500 INR på 7 dage
3,7
3,7

Hello, I am a Chartered Accountant with 10 years of experience in financial management, preparation of financial projections, CMA data, and investor-ready financial reports for businesses and SMEs. I have extensive experience preparing detailed financial models with integrated P&L, Balance Sheet, and Cash Flow, including ratio analysis, DSCR, breakeven, IRR, and NPV to support bank financing and investor decisions. I can prepare a bank-compliant Detailed Project Report (DPR) with CMA data, build a fully driver-based 5-year Excel financial model with scenario analysis, and create a professional investor pitch deck aligned with the projections. I also specialize in preparing financial statements, cash flow projections, and monthly financial reports to support funding and strategic planning. I can deliver structured, accurate, and presentation-ready documents within the agreed timeline. We can discuss further on chat to understand your business and funding requirements.
₹6.500 INR på 5 dage
3,5
3,5

With a keen eye for detail and a firm grasp of financial analysis, I am confident in my ability to deliver a perfectly tailored solution for your Delhi-based venture. While I may not have specific experience with DPRs for Indian startups or SMEs, my background as a Data Entry Clerk has given me valuable lessons in precision and maintaining confidentiality. I have worked extensively with Excel and understand the importance of clear hierarchies and separated inputs to ensure hassle-free future edits. One of my major strengths is my ability to manage complex projects efficiently without compromising on quality. In addition to delivering a detailed DPR that meets the requirements of leading public-sector banks, I will also create an Investor Pitch Deck that is visually engaging and underscores the key strengths of your venture. My skills in Excel will then come into play as I build a robust, five-year financial model from scratch, incorporating best, base, and worst-case scenarios along with IRR and NPV outputs. Overall, partnering with me guarantees you an intricately designed fundraising pack that aligns coherently across all three documents, whilst adhering to the highest standards of relevant banks. Not only will you get comprehensive financial projections focused on your venture's future success but also gain from my data-driven insights to augment the traction plan.
₹4.500 INR på 7 dage
1,4
1,4

With over 8 years of experience as a Chartered Accountant, I've crafted and delivered numerous DPRs and pitch decks for startups and SMEs similar to yours. I'm not just proficient in financial reporting; my forte lies in contextualizing numbers to resonate with the intended audience – in this case, the Indian banks and potential investors. I understand the importance of adhering to specific templates while still telling your unique story with data. Going hand-in-hand with my DPR expertise is my advanced proficiency with Excel. Creating an integrated financial model with error-free calculations and scenario toggles is second nature to me. My clients have always appreciated how easy it is for them to view, understand, and work with the financial models I create even after our engagement concludes. Lastly, what sets me apart is my wide range of compliance skills. As a business looking for finance solutions, having a CA who not only comprehends your immediate needs but also ensures YOY cross-border funding compliances, can be a significant advantage. I love working collaboratively, so let's connect and let me take away all your finance stress while you focus on building your dream venture!
₹7.500 INR på 3 dage
1,2
1,2

Handled multiple projects like this. Detailed Project Report (DPR) • Purpose: convince Indian banks to extend a term-cum-working-capital facility. • Must follow standard bank templates (CMA data, ratio analysis, DSCR, breakeven, sensitivity checks) so the credit team can lift numbers straight into their appraisal notes
₹4.500 INR på 7 dage
0,0
0,0

I am a finance professional with strong hands-on experience building investor-grade financial models, Detailed Project Reports (DPRs), and fundraising decks for early-stage ventures and SMEs. I specialize in creating bank-compliant CMA data, DSCR analysis, breakeven models, and sensitivity scenarios aligned with Indian public-sector bank requirements. My models are fully driver-based with integrated P&L, balance sheet, and cash flow statements, ensuring accuracy and flexibility. I focus on clean structuring—separating inputs, calculations, and outputs for seamless future updates. Additionally, I design visually polished pitch decks where financial charts directly sync with projections, ensuring consistency, credibility, and investor confidence.
₹2.000 INR på 1 dag
0,0
0,0

As a seasoned Chartered Accountant specializing in financial analysis and reporting, I bring a wealth of experience and expertise to your project. Having worked on various financial documents including DPRs, fundraising packs, and financial models, I am well-versed with the intricate details crucial for a successful venture like yours. Moreover, my thorough understanding of Indian banking norms and familiarity with leading public-sector bank templates makes me an ideal fit to not only meet but exceed your expectations for the DPR. Additionally, my proficiency in using sophisticated excel functions in creating financial models—from scratch—geared towards strategic decision-making can greatly benefit your new venture. With no historical data available, I can use driver-based forecasting techniques to build comprehensive and robust projections that align with your business objectives. Lastly, I pride myself on delivering work accurately and on time - essential qualities needed to ensure a hassle-free financial process for your venture. My solid communication skills enable me to listen carefully to client requirements and provide practical yet customized solutions catered specifically to their needs. With prompt turnarounds being one of my hallmarks, you can be assured that your project will be completed well within stipulated timelines without compromising on quality.
₹4.500 INR på 7 dage
0,0
0,0

Congratulations on launching your new venture in Delhi. Your requirement for a bank-ready Detailed Project Report (DPR), an investor-grade Pitch Deck, and a fully integrated 5-Year Financial Model is clear and structured — and I would be glad to build these from the ground up with complete alignment across all three documents. Although I am new to this freelance platform, I come with strong academic grounding and hands-on experience in finance, financial analysis, and business planning. I assure you of professional quality, accuracy, and timely delivery. Why Choose Me? ✔ Strong Finance & Business Analysis background ✔ Detail-oriented & structured approach ✔ Transparent communication ✔ 100% commitment to deadline ✔ Long-term collaboration mindset Though I am a beginner on this platform, I treat every project with utmost professionalism and ownership. Your project will receive complete dedication until you are fully satisfied. I would be happy to discuss your sector, investment size, and funding structure before we begin. Looking forward to working with you and building a bankable, investor-ready package.
₹4.500 INR på 7 dage
0,0
0,0

Noida, India
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Medlem siden sep. 27, 2024
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