Financial Modeling & Business Plan Expert for Freight Tech Startup

---

---

We are an asset-based, tech-enabled domestic freight forwarding startup preparing to raise a pre-seed/seed round. We have a comprehensive business plan drafted (minus the financials) and a basic Excel model. Now, we need an experienced startup financial modeler (ideally familiar with freight, logistics, transportation, supply chain, distribution, or other operationally-intensive and technology-enabled service businesses) to elevate our financial projections and documentation to investor-ready quality. Scope of Work & Deliverables: • 5-Year Financial Model (3 Statements): Build a robust, integrated financial model including Income Statement, Balance Sheet, and Cash Flow projections for 5 years, and three stages of growth/rounds of funding. The model should be well-structured with a clear assumptions input sheet, built-in scenario analysis (e.g. ability to toggle between base, optimistic, and conservative cases), and clean dashboard. It must capture our business model (mix of company-owned fleet and partner carriers, revenue from freight services, operating costs, capital expenditures for fleet, etc.) and produce key metrics (growth rates, gross margins, EBITDA, cash burn/runway, unit economics, etc.) expected by angel investors and VCs. Include relevant charts and graphs in the model. • Business Plan Financial Section: Using the model’s outputs, write and develop the full “Financial Plan” section of our business plan. This includes crafting a detailed narrative explaining the projections, assumptions, and key financial insights. Incorporate charts/graphs (e.g. revenue growth, expense breakdowns, profit margins, cash flow projections) to visually illustrate the financial forecast. The writing should be clear and tailored to investors, explaining how our revenue model scales, when we reach profitability, capital requirements, and other vital metrics in the context of a freight/logistics startup. • Executive Summary Financial Highlights: Write a concise financial summary and funding requirements for the Executive Summary. This will highlight our financial projections and capital needs at a glance (e.g. “Projected Year-5 revenue and profitability”, “amount of funding sought and what it covers/how long it lasts”). It should succinctly convey our financial vision and the investment opportunity (pre-seed/seed round) to potential investors. • Critique and Recommendations: Review the existing business plan content beyond the financial sections. Provide constructive feedback, suggestions for improvements, and recommendations on areas such as clarity, completeness, consistency, and alignment with investor expectations. What We Provide: We will provide our current business plan document (for context and to integrate your work) and our initial financial model/assumptions as a starting point. You will have the context of our business strategy, revenue model, and operational plan. We expect you to refine or rebuild the model as needed to ensure accuracy and completeness. What We’re Looking For: • Expertise in Financial Modeling: Proven experience building 3-statement financial models for startups from scratch. Able to incorporate scenario analysis and handle assumptions for a high-growth, early-stage business with limited historical data. • Domain Knowledge: Familiarity with logistics/trucking/freight or other asset-based businesses is highly preferred. Understanding of industry-specific metrics (e.g. fleet utilization, load factors, operating costs structure, CAPEX for equipment, etc.) will help in creating realistic assumptions and narratives. • Investor-Focused Planning: Experience preparing investor-ready financials and writing business plan content. You should know what angel investors and VCs expect in terms of financial detail and key metrics, and how to present a compelling financial story (e.g. market opportunity in numbers, scalability, margins, ROI potential). • Communication & Deliverable Quality: Strong written communication skills to produce a polished financial section. Ability to create clear charts/graphs (we value visual clarity). The final outputs should be professional, accurate, and presentation-ready for investor discussions. This project is critical to our fundraising efforts. We seek a freelancer who can start right away and work closely with us to iterate on assumptions. If you have successfully crafted financial models and plans for startups (especially in the freight, logistics, transportation, supply chain, distribution, or other operationally-intensive and technology-enabled service space), we’d love to hear from you! Please include examples of past financial models/business plans or relevant experience in your proposal.

Price: $400.0

Financial Projection Financial Modeling