Hire the Top 3% of Freelance Investment Thesis Consultants

Drive value and secure future growth with Toptal’s Investment Thesis consultants. When you need a robust understanding of the changing market, investment projects, and potential risks, these professionals can set you on the right path.

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Hire Freelance Investment Thesis Consultants

Jeff Anapolsky

Freelance Investment Thesis Consultant

United StatesFreelance Investment Thesis Consultant Since December 9, 2017

Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.

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Gab Nardo

Freelance Investment Thesis Consultant

United KingdomFreelance Investment Thesis Consultant Since July 27, 2020

Gab is an investment manager with more than 10 years of experience across private equity and investment banking. He has invested, managed, raised, or intermediated funds in excess of €1 billion in various industries and contingencies, across multiple asset classes and jurisdictions. He particularly enjoys consulting smaller to mid-cap companies to discover and learn about new sectors and business models, which he dissects with a rigorous value-oriented approach and second-level thinking.

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Previously at

Creative UK

Sowmy VJ

Freelance Investment Thesis Consultant

United KingdomFreelance Investment Thesis Consultant Since February 27, 2022

Sowmy is a deep generalist management consultant with 25+ years of experience in finance, holding leadership roles and focusing on growing businesses through transformative change. Sowmy excels in mentoring technology-oriented startups to solve social issues and has used his expertise as a serial entrepreneur to achieve four successful exits.

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Previously at

Tata Consultancy Services

Patrick Hoogendijk

Freelance Investment Thesis Consultant

United StatesFreelance Investment Thesis Consultant Since April 20, 2020

Patrick is a CFA and certified chief compliance officer with 20 years of experience as a CFO or COO. He specializes in working with founders to hone their business models, build out their companies' financial and operational backbones, acquire their senior team to attract VC funding, and scale their companies through a metrics-focused approach. Patrick is comfortable in the inherent creative chaos of fast-moving teams, and his experience is backed by an MBA and MSc in chemical engineering.

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Previously at

Blue Phi Capital

Francisco Barrio Olivas

Freelance Investment Thesis Consultant

MexicoFreelance Investment Thesis Consultant Since December 23, 2020

Francisco began his investment banking career at Merrill Lynch, where he completed over $1 billion in M&A and financing deals. He then joined Advent International, one of the largest global private equity firms, where he evaluated over $3 billion in investment opportunities across different sectors. As a freelancer, Francisco has consulted for private equity funds and a number of startups providing support in business planning, financial modeling, capital raising, valuation, and structuring.

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Previously at

Self-employed

Venkatraman Jaishankar

Freelance Investment Thesis Consultant

IndiaFreelance Investment Thesis Consultant Since September 8, 2020

Venky is a seasoned corporate finance and strategy professional with over 13 years of experience with global banks such as Morgan Stanley and Standard Chartered. He has led the execution of some of India's largest M&A transactions, such as Diageo-United Spirits, Sembcorp-Green Infra, Lafarge Holcim-Siam City, and Ultratech-Jaypee. His choice to freelance is motivated by the variety of opportunities and situations it provides while offering the flexibility to pursue other passions and hobbies.

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Previously at

Sand Dunes Capital

Andrew Birrell

Freelance Investment Thesis Consultant

United KingdomFreelance Investment Thesis Consultant Since July 17, 2021

Andrew started at Morgan Stanley in 2016—following university—where he closed $30+ billion in bespoke and complex transactions in the securitized product space. Andrew went on to co-found an investment management firm, developing a proprietary investment analysis utilizing machine learning. He freelances as he enjoys working with outstanding people and taking on exciting projects.

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Previously at

Allermuir Capital

Evgeny Vostretsov, CFA, FRM, CAIA

Freelance Investment Thesis Consultant

United StatesFreelance Investment Thesis Consultant Since February 25, 2017

A hedge fund analyst and a former CFO of a startup, Evgeny performed deep-dive research on 15+ public equities and evaluated 30+ private equity and mezzanine debt transactions. Before getting an MBA from Chicago Booth, Evgeny founded an online retailer that sold across 11 time zones. He has advised on $5B+ valuations while at E&Y. He enjoys freelancing to help clients with evaluating investments, financial modeling, capital raising, and M&A.

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Previously at

Caro-Kann Capital

Chaz Bauer

Freelance Investment Thesis Consultant

United StatesFreelance Investment Thesis Consultant Since February 7, 2017

Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.

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Previously at

Beaumont Health

Duncan Beatty

Freelance Investment Thesis Consultant

PeruFreelance Investment Thesis Consultant Since March 23, 2021

Duncan has a passion for startups. He has experience in business and revenue models, asset allocation, budgeting, forecasting, valuations, and pitch decks and fundraising on many projects during his time in Silicon Valley. His MBA from The Wharton School and mechanical engineering degree perfectly complement finance, technology and operational execution. For him, consulting is a rewarding challenge; he helps clients make good financial decisions and grow their companies successfully.

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Previously at

Finca Tierra Verde SAC

James Carroll Allen

Freelance Investment Thesis Consultant

United StatesFreelance Investment Thesis Consultant Since November 26, 2020

Jim is an experienced finance professional specializing in corporate finance, investment analysis, global markets, financial regulation, and written and oral communications. As a CFA charter holder, Jim has earned the respect of his colleagues for his technical understanding and adherence to that organization's ethical code to put the best interests of clients first. His approach to working with others assumes intelligence, candor, and goodwill.

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Previously at

Delahaye Advisers LLC

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Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari, CEO

Budder, Inc.

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick, COO

Student Loan Benefits, Inc. dba Vault

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay, Founder / CEO

SideKick

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek, CEO

Veterans Rideshare

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek, CEO

Veterans Rideshare

Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him. The commission model is crucial to us being able to scale, he integrated seamlessly with our finance team and efficiently got us the outputs we needed.

Naushad Parpia, Founder and CEO

GSD

I was very impressed with the quality of finance talent in Toptal’s network. Our expert's experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. I've already recommended Toptal Finance to my network.

Naushad Parpia, Founder and CEO

GSD

How to Hire Investment Thesis Consultants through Toptal

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Investment Thesis Consultant for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Investment Thesis Consultant for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

FAQs

  • How are Toptal Investment Thesis Consultants different?

    At Toptal, we thoroughly screen our Investment Thesis Consultants to ensure we only match you with talent of the highest caliber. Of the more than 100,000 people who apply to join the Toptal network each year, fewer than 3% make the cut. You'll work with finance experts (never generalized recruiters or HR reps) to understand your goals, technical needs, and team dynamics. The end result: expert vetted talent from our network, custom matched to fit your business needs. Start now.

  • Can I hire Investment Thesis Consultants in less than 48 hours through Toptal?

    Depending on availability and how fast you can progress, you could start working with an Investment Thesis Consultant within 48 hours of signing up. Start now.

  • What is the no-risk trial period for Toptal Investment Thesis Consultants?

    We make sure that each engagement between you and your Investment Thesis Consultant begins with a trial period of up to two weeks. This means that you have time to confirm the engagement will be successful. If you're completely satisfied with the results, we'll bill you for the time and continue the engagement for as long as you'd like. If you're not completely satisfied, you won't be billed. From there, we can either part ways, or we can provide you with another expert who may be a better fit and with whom we will begin a second, no-risk trial. Start now.

Tap Into World-Class Talent

  • Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Hire in under 2 weeks and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Investment Thesis Consultants are in High Demand.

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