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.

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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:

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}}

Recent Fundraising Articles by Toptal Finance Experts

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.

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Aleksey N. Krylov, CFA

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United StatesFreelance Fundraising Consultant 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.

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Josh Chapman

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant 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.

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Jeffrey Fidelman

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant Since September 29, 2016

Jeffrey is a Harvard University graduate and currently manages a 40-person management consulting firm parallel to being a freelance CFO, focusing on providing strategic services to early and mid-stage companies. As a consultant, he has acted as an interim CFO for 100+ companies and funds. A few highlights of Jeffrey's career outside of consulting include being a partner at a VC fund, banking with Morgan Stanley and HSBC, and co-founding a real estate brokerage.

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Erik Stettler

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant 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 startups that have raised over $500 million, realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global operations and M&A deals worth over $10 billion. Erik's work has been noted in Forbes, CNBC, and HBR. He speaks four languages and serves as Toptal's Chief Economist, leading analyses on the talent economy and future of work.

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Joseph S. Lesko

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant Since July 31, 2017

Joseph is a fundraising advisor to entrepreneurs, operators, and family offices. He is an experienced private, investment banker, merchant banker, and research analyst. Joseph is currently the co-founder and managing partner at Autori Partners, where he advises on a range of investment opportunities in private markets. Joseph joined Toptal to use his diverse skills and contacts to help entrepreneurs make their dreams come true.

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George Mathew

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant 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.

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Sameer Bakhru, CFA

Freelance Fundraising Consultant

United Arab EmiratesFreelance Fundraising Consultant Since February 12, 2019

Sameer has led a $100 million franchise partnership. He is a blockchain expert, having worked with crypto startups from social media apps to NFT platforms and P2E games. His experience includes fundraising, tokenomics, whitepapers business strategy, asset sales, corporate finance, and M&A. Sameer has worked with billionaires, private equity firms, and family offices, providing unique insights into investor mindsets. Sameer joined Toptal to add value to a variety of businesses creatively.

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Bertrand Deleuse

Freelance Fundraising Consultant

United StatesFreelance Fundraising Consultant Since October 23, 2018

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

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William H. White

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United StatesFreelance Fundraising Consultant Since February 15, 2020

Will is an executive consultant with a wealth of experience supporting startups and mid-sized business growth. He has successfully led M&A transactions for $350 million, developed pricing and GTM strategies for emerging-technology startups, and supported clients through VC pitches. Will has a genuine passion for helping businesses navigate volatility, uncertainty, complexity, and ambiguity (VUCA) to fundraise, refine their strategy, and ultimately accelerate growth.

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Dhruv Tandan

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IndiaFreelance Fundraising Consultant Since May 31, 2018

Dhruv has worked on successful fundraises and consulting projects worth over $1 billion, with a focus on energy, tech, food, and life science projects across Asia, the US, and Africa. He is a partner at a consulting firm and has more than a decade of experience in fundraising, startup consulting, process improvement, M&A, and project finance. With an MBA in finance, Dhruv enjoys the exposure and sheer variety of assignments that come with freelancing.

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Animesh Saxena

Freelance Fundraising Consultant

United KingdomFreelance Fundraising Consultant Since May 23, 2019

Animesh is an investment professional with 15 years of experience in asset classes, including private equity, venture capital, real estate, listed equities, fixed income, structured products, and fund investments. He is an expert in PowerPoint, Excel, Macros, VBA, data feed, valuation, accounting, and compliance considerations. With his hands-on experience of full deal lifecycle management, Animesh successfully led several due diligence exercises.

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