Fundraising Consultant Job Description Template

Fundraising consultants provide the investor-facing experience you need to refine your pitch and get your business into shape before your next fundraising round.

Share

Hiring the right fundraising expert for your business is enormously important for making sure you get the right amount of money your business needs at the right time with the right terms attached. While the fundraising consultant won’t be able to make investor introductions, they will be able to paint your business in the best light possible to investors, giving you the investor presentation materials and confidence you need to excel in fundraising meetings.

Fundraising Consultant Job Description Template

Copy this template, and modify it as your own:

Copy to Clipboard

Company Introduction:

{{Write a short and catchy paragraph about your company. Provide information about the company’s culture, perks, and benefits. Mention office hours, remote working possibilities, and anything else that makes your company interesting.}}

Job Description:

An expert fundraising consultant must have deep industry knowledge, including a thorough understanding of major competitors and industry trends, in addition to a keen analytical eye to help spot any weaknesses in the business plan before investors do. A successful fundraising consultant will not be afraid to challenge closely-held assumptions or call out weaknesses in the company’s pitch.

The ideal candidate will have previous experience advising founders during a fundraise, ideally in the {{preferred industry}}.

Responsibilities:

  • Develop an understanding of the existing business (including products/services, customers, competitors, the overall market and trends) through careful research and analysis of all business units
  • Understand how major stakeholders are thinking about the company’s direction, generally and in reference to specific initiatives, through interviews with these stakeholders
  • Review and refine the company’s sales forecasting model and pitch deck, providing edits or reworking the materials entirely, as needed
  • Develop accurate benchmarks to guide in the projections
  • Work alongside the executive team to define the pitch used in investor meetings; practice the pitch with the executives and help the management team preempt investor questions
  • Pressure test every aspect of the client’s business ahead of fundraising meetings

Skills and Qualifications:

  • Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline preferred
  • Financial management experience with planning, forecasting, and business analysis
  • Prior experience as an advisor to or executive at a funded startup, or experience in venture capital
  • Advanced Excel proficiency. 3+ years of practical experience of using Excel for building and maintaining financial models
  • A natural curiosity and a “big picture” mentality
  • Excellent spoken and written communication skills; experience partnering with an executive team
  • Experience coaching executives on the delivery of investor pitches
  • Experience within {{preferred industry}}

How to Hire a Great Fundraising Consultant

Fundraising is almost always a complex process, no matter what stage a company is at or how solid the financials are. From a start-up raising its first million dollars on up, this guide will walk you through how to find the best fundraising consultants to make your pitch deck bulletproof.

Read Hiring Guide

Hire a Top Fundraising Consultant Now

Toptal hand-matches leading startups with top fundraising consultants and specialists. Hire freelance fundraising consultants from Toptal to help prepare your financial model, pitch deck, and business plan for your upcoming capital raise.

See Their Profiles

Aleksey N. Krylov, CFA

Freelance Fundraising Consultant

United StatesToptal Member Since October 24, 2016

Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.

Show More

Josh Chapman

Freelance Fundraising Consultant

United StatesToptal Member Since August 25, 2016

Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.

Show More

Jeffrey Fidelman

Freelance Fundraising Consultant

United StatesToptal Member Since September 29, 2016

Jeffrey has been a trusted advisor for several years, focused on working with entrepreneurs and helping them build and grow their business, often from the ground up. He's successfully helped entrepreneurs raise more than $1 billion. His ability to work across a wide variety of industries is the result of a diverse investment background. Freelancing enables him to work directly with leadership to achieve efficient and positive results.

Show More

Evan Fisher

Freelance Fundraising Consultant

United StatesToptal Member Since August 24, 2017

Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $2.1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. He enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.

Show More

Erik Stettler

Freelance Fundraising Consultant

United StatesToptal Member Since November 10, 2017

A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 tech startups that have collectively raised over $250 million. He previously led analyses for cases including restructurings of $3 billion in global subsidiaries and M&A deals worth over $10 billion. Erik speaks four languages and serves as Chief Economist of Toptal, leading research and analysis of the global talent economy.

Show More

Joseph S. Lesko

Freelance Fundraising Consultant

United StatesToptal Member Since July 31, 2017

Joseph is a fundraising advisor to early-stage companies. His experience includes time spent as a private banker, investment banker, and research analyst. Joseph is currently a director at a multi-family office, where he evaluates a wide range of investment opportunities in both public and private markets. Joseph joined Toptal to use his diverse skills and contacts to help entrepreneurs and businesses grow.

Show More

Martin Pasek

Freelance Fundraising Consultant

CanadaToptal Member Since February 22, 2017

For 20+ years, Martin's worked with corporates in senior, international roles at top-tier investment banks including JP Morgan and Credit Suisse. He's also co-founded and raised millions of dollars in early-stage capital for fintech, biotech, and other tech firms and managed financing strategy, financial projections, pitch decks, and valuations. Martin joined Toptal to help clients using his financial, strategic, and operational knowledge.

Show More

Nirvikar Jain

Freelance Fundraising Consultant

United StatesToptal Member Since June 12, 2018

Nirvikar has helped raise $20+ billion of capital and built lines of business as an experienced CEO, banker, and strategist at ICICI, Citi, Bank of America, and FAB. An entrepreneur, Nirvikar is an active board member for startup companies, advising on strategic initiatives and capital raising. As a freelancer, he enjoys leveraging his background as an entrepreneur and executive to drive profitable growth at companies from various industries.

Show More

George Mathew

Freelance Fundraising Consultant

United StatesToptal Member Since July 14, 2019

George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.

Show More

Sameer Bakhru, CFA

Freelance Fundraising Consultant

IndiaToptal Member Since February 12, 2019

As a business and finance consultant, Sameer has led a $100 million franchise partnership for a global youth brand in Asia. His experience includes fundraising, business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private equity firms, and family offices, which provided him with unique insights on investor mindsets. Sameer joined Toptal to creatively add value to a variety of businesses.

Show More

Bertrand Deleuse

Freelance Fundraising Consultant

United StatesToptal Member Since October 23, 2018

Bertrand is a 25-year finance veteran with a true 360 experience, honed as investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investments initiatives totaling over $16 billion. He is a seasoned problem solver and decision maker with expert facilitation skills. He advises on M&A, corporate development, venture growth, project development and financing.

Show More

Sign up now to see more profiles.

Start Hiring

Toptal Connects the Top 3% of Freelance Talent All Over The World.

Join the Toptal community.

By continuing to use this site you agree to our Cookie Policy.