Testimonials
5.0
Carta and Cap Table Cleanup
"Marguerite’s experience across startups, cap tables, financials and general business awareness is what makes her unique. Extremely consultative approach without the need to oversell and very precise with her guidance and help. Very happy with the work that was done and definitely will engage her again."
— Upwork review
5.0
Fractional CFO for PE Buyout
"Marguerite is an outstanding financial strategist and her skills are superlative. Anyone seeking this level of guidance should hire her immediately! She took us through the private equity jungle and brought the sale of the business to a very successful conclusion!"
— Upwork review
5.0
Real Estate Development Quant Support
"Marguerite is a gem! Really can't say enough great things - fast communication, understood what I needed help with right away, and just went above and beyond. Can't wait to work with her in the future and recommend her to everyone! THANK YOU!"
— Upwork review
5.0
Pro Forma Cap Table and Carta Support
"If you're on the sell-side of a deal or raise, Marguerite can save you millions of dollars as she did for us. Marguerite was an exceptional team member during our Series A capital raise. Our cap table was complicated and frankly quite messy. She thoroughly reviewed, organized, and optimized it. She also found inaccuracies our legal team missed which would have resulted in further dilution for us as founders to the tune of 7-13 points. That is HUGE and we're thankful for the work she did. Couldn't recommend her more."
— Upwork review
5.0
Excel Quant Support
"Marguerite worked efficiently to complete some complex tasks in Excel that were outside of my skill set. She executed the job perfectly!"
— Upwork review
5.0
Startup Cap Table and Carta Support
"I had an outstanding experience working with Marguerite. Her expertise in investing is truly exceptional, and her knowledge proved invaluable to us. From the outset, she demonstrated a deep understanding of the complexities involved in raising capital for our small business.
Marguerite's strategic insights and tailored advice significantly contributed to our successful capital raise. She meticulously analyzed our financials, identified key investment opportunities, and provided guidance on presenting our business to potential investors. Her professionalism and attention to detail ensured that every aspect of the fundraising process was handled with the utmost care.
Marguerite's ability to navigate the intricate landscape of investment raised our confidence and allowed us to secure the necessary funds to fuel our business growth. She is undeniably an expert in her field, and her contributions have made a substantial impact on our company's success. I highly recommend Marguerite to anyone seeking a knowledgeable and effective investment advisor. Her skills and dedication set her apart as a true asset in the world of finance and investment."
— Upwork review
5.0
Excel Quant Support
"Great Job as usual. Will hire again and again."
— Upwork review
5.0
Correct Model & Make Dynamic
"Very knowledgeable. I am hiring her again and again."
— Upwork review
5.0
Excel Logic Support
"Marguerite solved a complex Excel formula I had been struggling with for some time and made it look easy! Thanks!"
— Upwork review
5.0
Quick Cap Table Q&A
"Marguerite is awesome. Expert on startup fundraising, cap tables, etc. Will continue to work with her."
— Upwork review
5.0
Real Estate Model
"Excellent."
— Upwork review
5.0
Model - How to Pitch
"Excellent work as usual. Hiring her again."
— Upwork review
5.0
Real Estate Finance Advice
"High recommend!"
— Upwork review
5.0
Excel Model Support
"Marguerite was a pleasure to work with. Very thorough and able to take initiative in doing what it took to finish the project. Great final deliverable."
— Upwork review
5.0
Quick Finance Q&A
"Great work. Very experienced and insightful, we plan on continuing to work with her.”
— Upwork review
Problems We’ve Solved for Clients