Freelance

Freelance finance consultants are delivering high-quality results for clients at a lower cost than traditional consulting firms. How do they manage to do it? One of Toptal’s most in-demand finance freelancers, Michael Ng, explains how freelancers are able to outdo their more established competitors when it comes to communication, expertise, and ROI.

Building up a pipeline of work as a finance consultant requires a portfolio approach to the various inbound and outbound options for lead generation.

How do you get started as a remote finance consultant? Finding your niche is the first step toward building a brand for a consulting venture.

LendEDU, a Y Combinator-backed startup, spent more than $50,000 on its outsourced finance department to create professional monthly financial statements. There was just one problem—they couldn’t trust the numbers.

We polled the Toptal Finance Expert network to find out how they access Bloomberg terminal-quality data without paying $25,000. One website we uncovered looks and feels exactly like FactSet—and costs nothing.

Consultants often struggle to find new, solid clients. We asked Steve Blank, the founder of the Lean Startup movement (and someone who has helped hundreds of companies get a better product to market faster and worked with dozens of consultants along the way) how consultants can attract clients.

Steve’s advice is a bit counter-intuitive. But it’s something that Toptal’s best consultants have already been doing for years.

Conventional wisdom says you need a team to found a startup. But what if you prefer to do it alone or can’t find the right co-founders? Contrary to popular belief, there are many successful solo ventures. This guide shows you how to get started.

Fewer than 3% of applicants make it through Toptal Finance’s rigorous screening process. How do the best of the best become such effective financial consultants? We sat down with one of Toptal’s most on-demand financial consultants, Jeffrey Fidelman, who shared his proprietary methods for ensuring success for his clients and how he has grown his own business exponentially.

VC and PE fund structures are traditionally raised in the closed-ended manner, through limited partnerships with end dates. A less common alternative to this is an open-ended/evergreen fund, an ongoing structure that continues indefinitely. In this article we discuss the nuances of open-ended funds with a GP from B37 Ventures, who raised and operates one.