Top Investment Firms

Ratings Updated: December 5, 2025

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Eqvista

5.0 29 reviews

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Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

10% Funding & Investment

80% Business Valuation Services

10% Financial Advising & Planning

Eqvista is a company specializing in 409A valuations and cap table management services. Across their reviews, 100% of clients highlight their strong customer support, responsiveness, and ability to deliver IRS-compliant solutions on time. Moreover, 80% of reviews mention their competitive pricing as a significant advantage, while some suggest improvements in user interface navigation and onboarding materials.

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Reviews mention Proactive
Client feedback highlights Eqvista's proactive approach to project management and communication. They consistently delivered key deliverables, including compliant 409A valuations and cap table management, on time. Clients noted their responsiveness, often addressing queries within hours and keeping stakeholders informed throughout the process. This proactive engagement fostered a smooth experience, with one client emphasizing Eqvista's commitment to customer support and effective communication, which significantly contributed to project success.

409A Valuation Services for E-Commerce Clothing Company

5.0 May 21, 2024

Eqvista demonstrated effective project management by consistently delivering 409a valuation reports on time and being highly responsive to our needs throughout the process. Their team communicated proactively, promptly addressed our concerns, and ensured all our requirements were met. They demonstrated a streamlined workflow and were highly flexible and receptive to feedback.
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Business Valuation Services for Software Dev & Marketing Co

5.0 May 13, 2025

Eqvista demonstrated excellent project management by consistently delivering all services—including 409A valuation and cap table setup—on time and with high accuracy. Their team was highly responsive, proactive in communication, and quick to address our queries or changes, ensuring a smooth and stress-free experience throughout the engagement.
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Business Valuation Services for Law Firm

5.0 Jun 10, 2025

The most impressive aspect of Eqvista is their exceptional customer support. Their team is highly responsive and proactive, ensuring clear communication throughout the entire process. Additionally, their expertise in 409A valuations and cap table management stands out, providing accurate and compliant solutions tailored to our specific needs.
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409A Valuation & Cap Table Mgmt for Business Software Firm

5.0 Jul 19, 2025

Eqvista demonstrated strong project management throughout the engagement. All key deliverables, including the 409A valuation report and cap table setup, were delivered on time and within scope. Their team was highly responsive to our questions and change requests, often replying within hours. They proactively kept us informed of progress and ensured we stayed aligned at each milestone.
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8 of 8 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 8 times in the past 6 months
In the past six months, Eqvista has received positive feedback for its exceptional customer support and expertise in 409A valuations and cap table management. Clients noted their responsiveness and timely delivery of services, with one CEO stating they improved cap table management time by 40%. However, suggestions for improvement include enhancing user interface navigation and expanding reporting features. Overall, clients appreciate Eqvista's value for cost and professionalism, making them a reliable partner for companies seeking valuation services.
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Average Project Cost Breakdown

Less than $10,000 (17) $10,000 to $49,000 (3) $1,000,000 to $9,999,999 (2)

What Clients Have Said
Clients consistently regard Eqvista as a provider of excellent value for money, noting that their pricing aligns well with budgets and offers good returns on investment. For instance, one CEO highlighted that Eqvista's pricing fit their budget while delivering high-quality 409A valuations. Another client emphasized the 'good value for cost' in their selection process. Overall, feedback reflects a strong sentiment of satisfaction with Eqvista's cost-effectiveness and the quality of service provided.
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More responsive than most other service providers

Eqvista is very responsive
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solve for (x), llc

5.0 12 reviews
Premier Verified

$1,000+

$200 - $300 / hr

2 - 9

Chicago, IL

Services provided

10% Funding & Investment

50% Fractional CFO Services

40% Business Consulting

solve for (x), llc is a strategic consulting firm specializing in Funding and Investment services, providing expertise in market analysis, financial modeling, and strategic planning. Reviews highlight their strong project management skills, with 100% of clients noting timely delivery and effective communication. Impressively, 90% of compliance issues were resolved in audits, and investments exceeded targets by $2.4 million.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In the past six months, client feedback for Solve For (X), LLC has been predominantly positive, highlighting their adaptability and responsiveness. One client noted a significant reduction in workload and stress regarding finances, attributing this to the firm's timely support and custom solutions. However, there is a suggestion for operational improvements to lower costs and enhance service scalability. Overall, clients appreciate the team's flexibility and technical expertise.
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2 of 2 Funding & Investment reviews are 5 stars

$200,000 – $999,999 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Fractional CFO Services & Business Consulting for Fitness Co
5.0 — A fitness accessory company has hired solve for (x), llc to fix their financials, contracts, and agreements and relaunch the brand. The team has ongoing CFO duties, including accounting and business Read more
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More responsive than most other service providers

solve for (x), llc is very responsive
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United States (9) Puerto Rico (1)

This provider is available in 1 time zone:

Central Standard Time (CST)
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N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C.

5.0 6 reviews
Premier Verified

$1,000+

Undisclosed

2 - 9

Pireas, Greece

Services provided

20% Funding & Investment

20% Business Consulting

20% Financial Consulting +2 services

20% Fractional CFO Services

20% Market Research

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. is a financial consulting firm specializing in financial diagnostics, cash flow optimization, and strategic financial planning. Reviews highlight their professionalism, efficiency, and ability to deliver tailored insights, with over 90% of clients noting improvements in financial decision-making and operational costs. While some suggest faster reporting could enhance their service, the firm's expertise and proactive approach consistently empower clients across industries.

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Reviews mention Proactive
Clients consistently praised N Consulting's proactive approach, highlighting their ability to anticipate challenges and provide tailored insights. One client noted their proactive communication and timely updates, which kept projects aligned with goals. Another emphasized their hands-on support and commitment to excellence, stating that N Consulting exceeded expectations by delivering actionable recommendations that had a significant impact. Overall, the sentiment is overwhelmingly positive, reflecting a strong appreciation for their proactive engagement in project management.

Financial Consulting for Financial Advisory Firm

5.0 Mar 24, 2025

The most impressive part was their proactive approach and deep financial expertise. Not only did they deliver on time, but they also went beyond expectations—providing insights that my company hadn’t initially considered. Their ability to tailor strategies, refine forecasts, and offer clear, actionable recommendations made a real impact.
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Industry Experience

N CONSULTING PREMIUM FINANCIAL SERVICES SINGLE P.C. has received positive feedback primarily from the Financial Services and Supply Chain industries. Clients commend their expertise in financial diagnostics, strategic planning, and cost optimization, noting significant improvements in cash flow and operational efficiencies. The overall sentiment reflects strong satisfaction with their collaboration, responsiveness, and ability to deliver actionable insights that drive growth and stability. Their proficiency makes them a valuable partner for organizations seeking financial consulting in these sectors.
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Financial services Supply Chain, Logistics, and Transport

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients consistently highlighted N Consulting Premium Financial Services' competitive pricing and excellent value for money. One review emphasized that their pricing fit the client's budget and provided good value, leading to a 15% reduction in operational costs and improved cash flow. Another client noted the company's ability to deliver tailored insights and actionable recommendations, which significantly enhanced decision-making and financial oversight. Overall, the sentiment reflects satisfaction with the cost-effectiveness and quality of service provided.
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Switzerland (2) United States (1)

This provider is fluent in 1 language:

English

This provider is available in 1 time zone:

Eastern European Time (EET)
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Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post

5.0 5 reviews

$1,000+

$50 - $99 / hr

10 - 49

Toronto, Canada

Services provided

15% Funding & Investment

40% Accounting

15% Commercial Financing +3 services

10% Business Consulting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

Vistance Capital Advisory, as seen on BNN Bloomberg, Globe and Mail and Financial Post, is a financial advisory firm providing comprehensive financial management, accounting, and strategic planning services. Consistently praised for their expertise and proactive communication, 100% of reviewers reported successful project outcomes, highlighting their ability to deliver tailored solutions on time and as promised.

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Reviews mention Accessible
Clients have consistently praised Vistance Capital Advisory for their accessibility and responsiveness. One client noted that the team was 'always available' and appreciated the 'good onboarding meetings' and quarterly updates. The firm's proactive communication style and readiness to assist have contributed to a positive overall sentiment. However, some clients suggested enhancing clarity regarding project scope and costs at the outset, indicating room for improvement in initial communication.

CFO Services for Clinic

5.0 Aug 23, 2021

Onboarding meetings were good. they're always available. We have quarterly updates and they meeting deadlines.
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Industry Experience

Vistance Capital Advisory demonstrates significant expertise across various industries, including Consumer Products, Healthcare, Food & Beverages, and Automotive. Clients commend their comprehensive financial management, timely communication, and ability to tailor services to specific needs. In Consumer Products, they facilitated a successful $3 million funding round; in Healthcare, they improved financial reporting; in Food & Beverages, they provided valuable business insights; and in Automotive, they enhanced cash flow visibility. Overall, the sentiment reflects strong satisfaction and a positive impact across these sectors.
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Consumer Products Healthcare Food & Beverages Automotive

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Average Project Cost Breakdown

$50,000 to $199,999 (2) Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Clients of Vistance Capital Advisory consistently highlight the company's fair pricing and value for money. One client noted their 'reasonable, understanding and actionable plan' which significantly reduced prior costs. Another emphasized the 'flexible and fair monthly billing structure' that aligned with their financial needs. Overall, the sentiment reflects satisfaction with the cost-effectiveness of services, particularly in achieving measurable outcomes such as improved financial management and operational efficiency.
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Aryo Consulting Group

4.9 5 reviews

$10,000+

$200 - $300 / hr

2 - 9

Boston, MA

Services provided

10% Funding & Investment

50% Business Consulting

20% Business Valuation Services +2 services

10% Commercial Financing

10% Market Research

Aryo Consulting Group is a consulting firm specializing in competitive analysis, market analysis, pricing strategy evaluation, and business growth strategies. The reviews indicate a 100% positive feedback rate, with clients praising their timeliness, responsiveness, proactive approach, and ability to deliver comprehensive and effective solutions. Notably, 100% of reviewers highlight the firm’s strategic insight and execution excellence.

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Reviews mention Proactive
Aryo Consulting Group has received positive feedback for their proactive approach to project management. Clients noted that the team consistently delivered on time and maintained open communication, ensuring they were kept informed throughout the project. One client specifically highlighted how Aryo's proactive engagement contrasted sharply with previous experiences, emphasizing their commitment to client needs and satisfaction. Overall, the sentiment reflects a strong appreciation for Aryo's responsiveness and initiative in driving project success.

Business Services, Market Research & Mktg for Financial Co

5.0 Feb 13, 2024

The team exhibited effective project management by delivering items on time and responding promptly to my needs. Their commitment to timeliness was evident in the punctual delivery of project milestones and deliverables, ensuring that deadlines were consistently met. Additionally, they demonstrated responsiveness by promptly addressing any inquiries, concerns, or requests for adjustments throughout the project duration. Their proactive communication and willingness to accommodate my needs facilitated a smooth and collaborative working relationship, enhancing the overall project experience.
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Business & Financial Consulting for D2C Consumer Products Co

5.0 Feb 13, 2024

Our account manager was going above and beyond to help every step of the way, which made us feel in very good hands. A unique thing about Aryo Consulting Group was definitely the proactive approach. The consultants we worked with in the past had a more laid back approach, whereas Aryo had the complete opposite. We were constantly kept in the loop and up to date on everything going on with our project!
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Industry Experience

Aryo Consulting Group has received positive feedback across diverse industries, including Financial Services, Consumer Products, and Other Industries. Clients commend their expertise in competitive analysis, market strategy development, and project management, noting timely delivery and a proactive approach. The Financial Services sector highlights effective marketing and pricing strategies, while feedback from Consumer Products emphasizes successful market expansion initiatives. Overall, Aryo Consulting Group is well-suited for businesses seeking growth and strategic insights across these industries.
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Other Industry Financial services Consumer Products

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight Aryo Consulting Group's competitive pricing as a significant advantage, noting that their services provide excellent value for money. One client emphasized that Aryo's pricing fit their budget while delivering high-quality results, leading to improved pricing structures and increased profitability. Another client praised the firm's responsiveness and timely delivery, reinforcing their perception of good value. Overall, sentiment towards Aryo's cost and value proposition is highly positive, with clients expressing satisfaction and appreciation for the outcomes achieved.
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Easy Capraise LTD

5.0 4 reviews

$5,000+

$100 - $149 / hr

10 - 49

Services provided

100% Funding & Investment

Easy Capraise LTD is a company specializing in funding and investment services, particularly in preparing comprehensive fundraising documentation. The feedback is overwhelmingly positive, with 100% of reviewers highlighting their efficient project management and successful capital acquisition outcomes, such as securing $100 million in funding. Their collaboration and adherence to timelines are consistently praised.

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1 of 1 Funding & Investment reviews are 5 stars

1 new review for Funding & Investment in past 6 months

$10,000 – $49,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Fundraising Services for Telecom Solutions Company
5.0 — Easy Capraise LTD provided fundraising services for a telecom solutions company. The team prepared a pitch deck, a financial model, and a teaser. They also guided the client throughout the Read more
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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients consistently highlight Easy Capraise LTD's competitive pricing and excellent value for money. One client noted that their pricing 'fit our budget' and offered 'good value for cost.' Another emphasized the company's dedication and effective communication, stating that they delivered all necessary documents on time and provided thorough support throughout the fundraising process. Overall, feedback reflects a strong satisfaction with the company's cost-effectiveness and the quality of their services.
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More responsive than most other service providers

Easy Capraise LTD is very responsive
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Australia (1) Colombia (1)

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leadforce.info

4.6 20 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

45% Funding & Investment

35% Financial Consulting

15% Financial Advising & Planning +1 service

5% Other Marketing

leadforce.info is a company specializing in funding and investment services, particularly in capital raising and investor introductions. Feedback indicates a 67% satisfaction rate, with clients praising their attention to detail and personal approach. However, one review noted a significant underdelivery in meeting arrangements, highlighting a need for consistency in deliverables.

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3 of 4 reviews are 5 stars

3 new reviews for Funding & Investment services

Less than $10,000 avg. project cost

Reviewed 4 times in the past 6 months
In the last six months, feedback on leadforce.info has been mixed. Clients praised their professionalism, timely delivery, and personalized approach, particularly noting their support in capital raising and lead generation. For instance, one founder highlighted their proactive assistance in building an investment pipeline. However, a review from Novorise UK reported underwhelming results, claiming unmet promises regarding investor meeting arrangements. Overall, sentiment ranges from highly positive to significant dissatisfaction.
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2 of 3 Funding & Investment reviews are 5 stars

3 new reviews for Funding & Investment in past 6 months

Less than $10,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Capital-Raising Services for Beverage Alcohol Consulting Co
5.0 — leadforce.info provided capital-raising services for a beverage alcohol consulting company. The team conducted targeted investor research and engaged with potential investors. Read more
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Industry Experience

Leadforce.info has demonstrated strong expertise primarily in the Food & Beverage, Business Services, and Consumer Products industries, receiving positive feedback for their lead generation and capital-raising capabilities. Clients noted their effective communication and timely deliverables across various projects. In sectors like Manufacturing and Healthcare, they have positively impacted investor outreach and brand awareness. However, a review from the Supply Chain industry indicated a significant shortfall in promised deliverables. Overall, Leadforce.info is well-suited for clients in Food & Beverage and Consumer Products.
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Supply Chain, Logistics, and Transport Food & Beverage Business services Retail Beauty & Cosmetics eCommerce Food & Beverages Wellness & Fitness Other Industry Energy & natural resources Consumer Products Healthcare Manufacturing IT Services

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United States (10) England (3) Sweden (1) Switzerland (1)

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Waveup

5.0 6 reviews

$1,000+

$100 - $149 / hr

10 - 49

London, England

Services provided

20% Funding & Investment

20% Business Consulting

20% Graphic Design +3 services

20% Market Research

10% Business Valuation Services

10% Financial Consulting

Waveup is a business consulting firm specializing in pitch deck design, financial modeling, and investment memoranda. Reviews highlight their exceptional value for cost, timely delivery, and professional communication, with 80% of clients praising their project management and communication skills. They excel in creating high-quality financial presentations, with 60% of reviews noting their expertise in financial communication and industry analysis.

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Reviews mention Unique expertise
Clients have highlighted Waveup's unique expertise, particularly noting the impressive international knowledge of their team. One client, a CIO of a real estate company, emphasized this aspect while praising the company's ability to deliver high-quality pitch deck design and development services. Overall sentiment reflects satisfaction with the outcomes, although there is room for improvement in communication efficiency.

Business Consulting & Graphic Design for Capital Firm

5.0 Jan 23, 2025

What truly distinguished Waveup was their deep understanding of communicating with financial investors. They demonstrated an exceptional ability to grasp our message and translate it into language and presentations that resonate perfectly with institutional investors. Their expertise in financial communications helped sharpen our narrative and position our fund effectively for our target audience.
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Pitch Deck Design & Dev for Investment Management Company

5.0 Feb 27, 2025

The international expertise of the team was impressive.
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1 of 1 reviews is 5 stars

Less than $10,000 avg. project cost

Reviewed 1 time in the past 6 months
Recent reviews for Waveup reflect a positive overall sentiment, highlighting their effective communication and value for cost. Clients appreciated the timely delivery of projects, particularly in designing pitch decks, although some noted that multiple iterations were required for final adjustments. One reviewer emphasized the impressive direct communication style of the team, which contributed to a satisfactory collaboration experience. Overall, Waveup is seen as a reliable partner for project needs.
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Industry Experience

Waveup has demonstrated expertise across several industries, including financial services, real estate, gaming, and utilities. Clients in financial services highlight their strong project management and ability to deliver high-quality financial documents. In real estate, they are praised for timely deliverables and solid communication. The gaming sector appreciates their proficiency in crafting compelling pitch decks. Lastly, in utilities, they excel in generating comprehensive investment memorandums. Overall, feedback indicates a positive sentiment, particularly in finance and gaming, making them a strong candidate for projects in these sectors.
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Financial services Real estate Gaming Utilities

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Average Project Cost Breakdown

Less than $10,000 (2) $10,000 to $49,000 (1) $50,000 to $199,999 (1)

What Clients Have Said
Clients consistently highlight Waveup's strong value for cost, with multiple reviews emphasizing its affordability and quality of deliverables. One client noted, 'Good value for cost' when selecting Waveup, while another remarked on the 'pricing fit our budget.' Overall, the sentiment is positive, with many expressing satisfaction with the outcomes achieved relative to the investment made, affirming Waveup's effectiveness in delivering high-quality services at competitive rates.
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SBSB FinTech Lawyers

5.0 29 reviews

$5,000+

$150 - $199 / hr

10 - 49

Tallinn, Estonia

Services provided

15% Funding & Investment

25% Business Consulting

15% Accounting +4 services

15% Finance & Accounting Outsourcing (FAO)

10% Commercial Financing

10% Corporate Law

10% Tax Law

SBSB FinTech Lawyers is a specialized legal firm offering comprehensive funding and investment services, focusing on fintech regulatory compliance and corporate structuring. Reviews highlight their exceptional legal expertise, proactive communication, and timely delivery, with 100% positive feedback emphasizing their ability to simplify complex legal challenges and provide actionable advice. Their friendly and professional approach has fostered strong client relationships.

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1 of 1 Funding & Investment reviews are 5 stars

$50,000 – $199,999 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Comprehensive Legal Support for Fintech Solutions Provider
5.0 — SBSB FinTech Lawyers provided comprehensive legal support for a fintech solutions provider. The tasks included corporate structuring, legal documentation, and legal consultation to ensure Read more
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Industry Experience

SBSB FinTech Lawyers has demonstrated exceptional expertise across various industries, including Financial Services, Consulting, Gaming, Gambling, and IT Services. Clients commend their deep understanding of regulatory frameworks and responsive communication, leading to successful licensing and compliance outcomes. Overall sentiment is overwhelmingly positive, highlighting strengths in project management, legal acumen, and a client-focused approach, making them a suitable partner for businesses in fintech, gambling, and legal sectors seeking reliable legal support.
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Gaming Legal Gambling IT Services Information technology Other industries Financial services Consulting

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Average Project Cost Breakdown

$10,000 to $49,000 (6) Less than $10,000 (2) $50,000 to $199,999 (2)

What Clients Have Said
Clients consistently praised SBSB FinTech Lawyers for their competitive pricing and excellent value for money. Feedback highlighted that their services fit within budgets while delivering high-quality results, with one client noting, "Good value for cost" and another emphasizing, "Pricing fit our budget." Overall, sentiment indicates strong satisfaction with the cost-effectiveness of their services, making them a recommended choice for legal support in the fintech sector.
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Syndika

4.9 4 reviews

$5,000+

Undisclosed

50 - 249

Tallinn, Estonia

Services provided

10% Funding & Investment

30% Blockchain

20% Blockchain Marketing +4 services

20% Business Consulting

10% AI Development

5% Product Design

5% UX/UI Design

Syndika specializes in full-stack development with a focus on blockchain infrastructure and chatbot integration for crypto communities. With 100% positive feedback, reviewers praise their responsive project management and dedication to long-term product success. One reviewer highlighted their ability to scale products involving major platforms like Telegram, WhatsApp, and Discord.

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1 of 1 Funding & Investment reviews are 5 stars

1 new review for Funding & Investment in past 6 months

Unknown avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Chatbot & Software Design & Dev for Cryptocurrency Platform
5.0 — Syndika provides development services for a crypto management platform. The team has built the website, developed chatbots for Telegram, WhatsApp, and Discord, and implemented blockchain Read more
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Industry Experience

Syndika has demonstrated expertise across the Medical, Financial Services, and IT Services industries. In the Medical sector, they excelled in application development, noted for quality delivery and user satisfaction. In Financial Services, their adaptability and support for complex projects have garnered trust, successfully managing over 1.5 million active wallets. In IT Services, they effectively launched and scaled community management tools, showcasing a collaborative approach. Overall, they receive positive sentiment for their responsiveness and high-quality work in all sectors.
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Medical Financial services IT Services

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Barbados (1) Hong Kong (1) Israel (1)

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Oak Business Consultant

5.0 12 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

20% Funding & Investment

25% Financial Advising & Planning

20% Business Valuation Services +2 services

20% Financial Consulting

15% Accounting

Oak Business Consultant is a financial consultancy firm specializing in business planning, financial modeling, and strategic financial advisory across various sectors. Reviews highlight their professionalism, expertise, and effective project management, with 100% of clients praising their responsiveness and comprehensive financial solutions. Clients commend their ability to deliver investor-ready documents and financial models, enhancing decision-making and investor confidence.

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Reviews mention Open to feedback
Clients consistently praised Oak Business Consultant for their openness to feedback and responsiveness throughout the project. One client highlighted their 'clear communication' and 'quick to implement changes or adjustments as needed,' indicating a strong collaborative approach. The professionalism exhibited in addressing questions and incorporating input was noted as a significant factor in the project's success. Overall, the sentiment reflects a positive experience with a focus on adaptability and effective communication.

Financial Consulting for Modern Art School

5.0 Apr 22, 2025

The project was well-managed from start to finish. They delivered all items on time and were highly responsive throughout the process. Communication was clear and consistent, and they were always open to feedback and quick to implement changes or adjustments as needed. Their professionalism and attention to detail made the entire experience smooth and efficient.
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2 of 2 reviews are 5 stars

Unknown avg. project cost

Reviewed 2 times in the past 6 months
In the past six months, Oak Business Consultant has received highly positive feedback for their professionalism and effective project management. Clients appreciated their comprehensive market research and business planning, which resulted in investor-ready documents. One client noted their 'all-hands-on-deck approach,' while another praised their proactivity and collaborative spirit. Overall, the sentiment is overwhelmingly favorable, with no significant areas for improvement identified by the clients.
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More responsive than most other service providers

Oak Business Consultant is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (4) United Arab Emirates (2) Canada (1) Italy (1) Portugal (1)
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Scaled

5.0 5 reviews

$1,000+

$300+ / hr

2 - 9

London, England

Services provided

15% Funding & Investment

40% Business Consulting

25% Corporate Training & Coaching +2 services

10% Financial Consulting

10% Sales Outsourcing

Scaled is a consultancy specializing in scaling businesses by providing strategic advisory, growth planning, and process optimization services. The company consistently receives positive feedback, with 100% of reviewers highlighting their expertise and impact on business growth. Clients commend Scaled for their impressive experience and effective project management, noting their ability to address complex challenges and deliver tailored solutions for scaling needs.

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Reviews mention Timely
Clients consistently commend Scaled for their timely delivery and organized project management. One executive noted, 'They were very organized,' indicating reliability in meeting deadlines. Although one client experienced timing challenges on their end, they clarified that it was not due to Scaled's actions. Overall, the sentiment regarding timeliness is positive, showcasing Scaled's commitment to meeting client needs effectively.

Business Consulting for Advertising & Marketing Company

5.0 May 31, 2023

They were very organized. Did they deliver items on time? Absolutely. Can't think of any! Timing was bad for me towards the end, but nothing Scaled did or didn't do.
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Industry Experience

Scaled has garnered positive feedback predominantly within the Advertising & Marketing industry, showcasing their expertise in areas such as growth planning, M&A advisory, and operational efficiency. Clients commend Scaled for their proactive approach, extensive industry knowledge, and ability to implement effective processes that drive business growth. The overall sentiment highlights Scaled's significant impact in helping agencies navigate challenges, scale operations, and enhance profitability, making them a strong fit for firms seeking growth-oriented partnerships.
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Advertising & marketing

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients generally express satisfaction with Scaled's cost and value for money, highlighting the company's impressive experience and ability to deliver actionable plans for growth. One client noted, 'In the early days, making it clear where something wasn't included in the monthly price' was a minor concern, yet overall, feedback indicates significant business growth and operational improvements, with one client reporting a 252% revenue increase. The sentiment is overwhelmingly positive, with clients appreciating the high-quality service relative to the investment.
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London, England (2) Peterborough, England (1) Gloucester, England (1) Brighton, England (1)
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spectup

4.9 14 reviews

$5,000+

$100 - $149 / hr

2 - 9

München, Germany

Services provided

30% Funding & Investment

35% Commercial Financing

35% Financial Consulting

spectup is a company specializing in Funding and Investment services, offering comprehensive support for capital raising, investor outreach, and financial model development. Reviews highlight their professional project management, with 100% of feedback citing timely delivery and high-quality outputs. Additionally, 83% of clients appreciated their bespoke solutions, while 67% emphasized the company's strong communication and dedication to client needs.

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5 of 6 reviews are 5 stars

3 new reviews for Funding & Investment services

Less than $10,000 avg. project cost

Reviewed 6 times in the past 6 months
Recent client feedback on spectup indicates a strong overall sentiment, highlighting their exceptional project management and responsiveness. Clients appreciated the tailored pitch decks and financial models, noting a 100% success rate in investor outreach. Specific praises include their dedication to understanding client needs and maintaining timely communication. However, some clients suggested that spectup could improve by refining investor targeting strategies. Overall, spectup is recognized for its professionalism and effectiveness in enhancing investor readiness.
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6 of 7 Funding & Investment reviews are 5 stars

3 new reviews for Funding & Investment in past 6 months

Less than $10,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Business Valuation Services for Cybersecurity Company
5.0 — A cybersecurity company has hired spectup for financial modeling and pitch deck development. The team has conducted market research, provided positioning advice, and supported investor outreach. Read more
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More responsive than most other service providers

spectup is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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United States (5) England (3) Qatar (2) Australia (1) Hong Kong (1) Scotland (1)

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Majinx Labs

5.0 9 reviews

$10,000+

$50 - $99 / hr

10 - 49

Kyiv, Ukraine

Services provided

60% Funding & Investment

20% Marketing Strategy

20% Web Development

Majinx Labs is a marketing agency that specializes in providing comprehensive marketing strategies, influencer marketing, and PR services. Reviews highlight their professionalism, creativity, and effective communication, with 100% of clients noting their on-time delivery and deep understanding of client needs. Clients also appreciate their ability to offer a wide range of marketing services, making them a versatile choice for diverse project requirements.

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Reviews mention Professional
Majinx Labs has received positive feedback regarding their professionalism, with clients highlighting the cohesion of their team and timely delivery of project deliverables. One client noted, 'The most impressive thing about the company was the cohesion of their team and their high level of professionalism.' Overall, the sentiment reflects a strong appreciation for their professional approach, although there is a suggestion for increased productivity in their work volume.

Digital Marketing for Movie Recommendations Platform

5.0 Mar 27, 2023

The most impressive thing about the company was the cohesion of their team and their high level of professionalism. They delivered all scope of work in time. If they can quickly increase the amount of work being done, it will be great.
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Industry Experience

Majinx Labs has demonstrated significant expertise across various industries, including Nonprofit, Software, Advertising & Marketing, and IT Services. Clients praised their strategic approach, effective communication, and creativity in delivering tailored solutions. The overall sentiment is highly positive, particularly in software and marketing sectors, where their comprehensive marketing strategies and influencer engagement led to noticeable community growth and enhanced brand visibility. Majinx Labs appears to be an excellent match for projects needing strategic marketing insights, community management, and digital engagement.
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Nonprofit Software Advertising & marketing IT Services Design

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Average Project Cost Breakdown

$10,000 to $49,000 (6) Less than $10,000 (2)

What Clients Have Said
Clients generally perceive Majinx Labs as providing good value for money, often highlighting their professionalism and effective communication. For instance, one client noted that their marketing strategy significantly improved project visibility and community engagement. Another remarked on the agency's timely delivery and cohesive team efforts. However, some feedback suggested room for improvement in strategy adjustment and performance evaluation. Overall, the sentiment is positive, with clients satisfied with the outcomes relative to the costs incurred.
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Ukraine (4) United States (2) Estonia (1) Indonesia (1) England (1)
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DealPoint Merrill

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Los Angeles, CA

Services provided

40% Funding & Investment

50% Commercial Financing

10% Financial Consulting

DealPoint Merrill is a commercial real estate company with a strong focus on communication and marketing collaboration. The reviews highlight a successful partnership, with 100% of respondents praising their effective teamwork and the exceptional contributions of their communications director, Danielle. There are no suggested areas for improvement, indicating a high level of client satisfaction.

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Industry Experience

DealPoint Merrill has demonstrated strong expertise in the real estate sector, particularly in commercial real estate. Feedback highlights their effective collaboration and communication skills, with Danielle being noted as a standout contributor in marketing and event management. The overall sentiment from industry partners is highly positive, emphasizing their capability to enhance trade show experiences and successful partnerships. Clients in the real estate industry can expect a dedicated and proficient team to support their project objectives.
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Real estate

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive DealPoint Merrill as providing excellent value for money, particularly highlighting their responsiveness and effective communication. One client noted the success of a collaborative event at the ICSC conference, crediting DealPoint Merrill for their support and teamwork. There were no mentions of dissatisfaction regarding costs, indicating a positive overall sentiment towards the company's pricing and value in delivering successful partnerships.
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Raises.com

4.8 32 reviews

$5,000+

Undisclosed

10 - 49

Services provided

15% Funding & Investment

25% Finance Law

25% Sales Outsourcing +2 services

20% Finance & Accounting Outsourcing (FAO)

15% Commercial Financing

Raises.com is a funding and investment service company that specializes in securing capital and structuring financial strategies for business acquisitions. The reviews indicate a 100% positive sentiment, with clients praising their structured and efficient project management, rapid delivery of commitments, and creative deal structuring. Approximately 80% of reviewers highlight their effective communication and tailored solutions as standout qualities.

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1 of 2 reviews are 5 stars

1 new review for Funding & Investment services

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Raises.com indicate a strong overall sentiment, with clients praising their effective communication and collaborative approach. One CEO highlighted their success in securing financing for a manufacturing plant, emphasizing the company's creativity in deal structuring. Another client appreciated the alignment of values and the supportive culture. While some minor areas for improvement were noted, such as ease of entry, the feedback underscores Raises.com’s commitment to client goals and delivering timely results.
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9 of 10 Funding & Investment reviews are 5 stars

5 new reviews for Funding & Investment in past 6 months

Less than $10,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Funding & Investment for Business Acquisitions Firm
5.0 — Raises.com provides funding and investment services for a business acquisition firm. The team is responsible for advising the client and helping them acquire a letter of commitment. Read more
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United States (14) Italy (1) England (1)

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Mandri Capital

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Santa Monica, CA

Services provided

50% Funding & Investment

50% Commercial Financing

Mandri Capital is a capital markets brokerage firm specializing in securing financing for real estate projects. The feedback highlights their integrity, ease of project management, and impressive 100% success rate in securing loans. Clients appreciate their dedication and effective communication, with no negative experiences reported. Approximately 80% of the reviews emphasize their strong industry connections and efficient processes.

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Industry Experience

Mandri Capital excels in the real estate industry, particularly in financing projects through loans and equity investments. Clients commend their integrity, high success rate, and effective project management, highlighting their ability to navigate complex financial requirements. The firm is viewed as a trusted partner, capable of securing various types of financing, including construction and permanent loans. Overall, they are highly regarded in the real estate sector, making them a reliable choice for clients in need of capital solutions.
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Real estate

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Average Project Cost Breakdown

$200,000 to $999,999 (1)

What Clients Have Said
Clients express strong satisfaction with Mandri Capital's value for money, highlighting their high success rate in securing loans and the integrity of their service. One client noted a 100% success rate in obtaining financing, emphasizing the company's commitment and responsiveness to client needs. The overall sentiment reflects that Mandri Capital provides exceptional value, with clients feeling confident in referring others due to their trustworthy and effective approach.
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HMD Financial

5.0 2 reviews

$1,000+

Undisclosed

2 - 9

Chicago Ridge, IL

Services provided

45% Funding & Investment

45% Commercial Financing

10% Trucking

HMD Financial is a commercial funding service specializing in invoice factoring to aid business growth. The company is praised for effective communication and smooth collaboration, with 100% of reviews highlighting their superb project management and customer service. Clients appreciate their ability to expand business portfolios and achieve future goals efficiently.

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1 of 1 Funding & Investment reviews are 5 stars

$10,000 – $49,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Invoice Factoring Services for Transportation Company
5.0 — HMD Financial provides invoice factoring services to a transportation company. Read more
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Industry Experience

HMD Financial showcases strong expertise in the transportation industry, particularly in invoice factoring, as evidenced by positive client feedback. Clients appreciate their effective communication, project management, and ability to enhance business operations, which have led to measurable growth. The overall sentiment is highly favorable, with clients noting their creativity, responsiveness, and customer service. Potential clients in the transportation sector can expect reliable partnership and impactful support from HMD Financial.
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Transportation

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More responsive than most other service providers

HMD Financial is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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TO Ventures

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

50% Funding & Investment

50% Blockchain

TO Ventures is a versatile video production company specializing in video ads, photography, and graphic content. Their work has received overwhelmingly positive feedback, with a strong emphasis on creativity, flexibility, and meeting client needs. Approximately 90% of reviewers highlighted their professionalism and timely delivery, and 80% noted their ability to understand and execute the client's vision effectively.

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Industry Experience

TO Ventures has demonstrated expertise primarily in the media industry, excelling in video production and editing for diverse projects such as promotional content for resorts and event highlights. Clients praise their strong creative vision, timely delivery, and adaptability to feedback. The overall sentiment reflects a high level of satisfaction, indicating that TO Ventures is particularly well-suited for media-focused projects that require engaging and visually appealing content.
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Media

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What Clients Have Said
Clients have generally expressed satisfaction with TO Ventures' pricing relative to the value received. One client noted that the team delivered high-quality video content while adhering to deadlines, which justified the investment. Another praised their flexibility and responsiveness, ensuring that project objectives were met without compromising quality. Overall, feedback indicates that TO Ventures offers competitive pricing, aligning well with the quality of their deliverables and client expectations.
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FALI TECHNOLOGY JSC

4.8 2 reviews

$10,000+

$50 - $99 / hr

2 - 9

Hanoi, Vietnam

Services provided

10% Funding & Investment

20% Marketing Strategy

15% AR/VR Development +5 services

15% Blockchain

10% AI Development

10% Business Consulting

10% Mobile App Development

10% Web Development

FALI TECHNOLOGY JSC is an SEO and social media management company known for enhancing online presence through strategic content development on platforms like Facebook, Telegram, Twitter, and LinkedIn. Reviews indicate a 100% satisfaction rate with their receptiveness and availability, although timeliness could be improved. Overall, clients report significant user growth and effective project management.

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Industry Experience

FALI TECHNOLOGY JSC has demonstrated strong expertise in the gaming industry, particularly in enhancing SEO and social media management for clients. Feedback highlights their effective content development for platforms like Facebook and Twitter, resulting in significant user growth for their partners. Overall sentiment is positive, with clients appreciating their responsiveness and project management skills, despite some suggestions for timely completion. This provider appears well-suited for businesses seeking to strengthen their online presence in the gaming sector.
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Gaming

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally perceive FALI TECHNOLOGY JSC as providing good value for money, particularly highlighted by a significant increase in user engagement after investing $35,000 in their SEO and social media management services. One client noted gaining over 100 users in their Telegram group and 60,000 Twitter followers, reflecting a positive return on investment. Overall sentiment is favorable, with clients appreciating their responsiveness and ability to meet deadlines, although timely project completion remains an area for improvement.
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Simion Advisory

5.0 2 reviews

$1,000+

Undisclosed

2 - 9

New York, NY

Services provided

41% Funding & Investment

36% Business Consulting

23% Commercial Financing

Simion Advisory, a company specializing in Funding and Investment services, is praised for its financial expertise and strategic support. They successfully increased project margins by 18% and reduced payback periods by 12 months. Reviews are overwhelmingly positive, highlighting their proactive communication and tailored approach, with suggestions for more initial brainstorming sessions.

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1 of 1 reviews is 5 stars

1 new review for Funding & Investment services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients praised Simion Advisory for their exceptional project management, timely delivery, and tailored financial solutions. One client noted a projected gross margin increase of 18% due to profitable pricing strategies developed by the team. The advisory's blend of financial expertise and industry insight was highlighted as a key differentiator. While overall satisfaction was high, a suggestion for improvement included allowing more time for initial brainstorming sessions. Overall sentiment reflects strong confidence in their capabilities and partnership approach.
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Industry Experience

Simion Advisory has demonstrated expertise in the GPS, Navigation & GIS sectors, particularly within high-tech drone applications focusing on LiDAR technology. Clients have praised their ability to create tailored financial models and effective fundraising strategies that resulted in improved profit margins and investor engagement. Overall sentiment is highly positive, with notable strengths in project management, communication, and industry-specific insights, making them a strong candidate for companies in agriculture, forestry, and infrastructure.
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GPS, Navigation & GIS

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed strong satisfaction with the overall cost and value provided by Simion Advisory. One client noted that their 'pricing fit our budget' and highlighted the 'good value for cost' offered. Additionally, the firm delivered measurable outcomes, including an 18% increase in projected gross margins and a reduction in payback period from 36 to 24 months. Overall, the sentiment reflects a positive assessment of the company's pricing relative to the quality of service received.
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DYNAX Invest

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Sofia, Bulgaria

Services provided

15% Funding & Investment

45% Business Consulting

15% Commercial Financing +3 services

10% Digital Strategy

10% Financial Consulting

5% Marketing Strategy

DYNAX Invest is a company specializing in creating business plans, pitch decks, and valuation assessments. Their reviews reveal a strong reputation for professionalism, timely delivery, and accommodating client needs, with 100% positive feedback. Clients appreciate their ability to enhance project presentations and client relationships, highlighting their effective project management and communication skills.

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Industry Experience

DYNAX Invest has garnered positive feedback primarily in the business services industry, where they have demonstrated expertise in creating business plans, pitch decks, and valuation assessments. Clients appreciate their professionalism, promptness, and adaptability, noting improved project presentations and client relationships as key impacts. Overall sentiment is highly favorable, indicating a strong fit for businesses seeking professional development services.
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Business services

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What Clients Have Said
Clients commend DYNAX Invest for their professional services and timely deliverables, perceiving strong value for the cost. One client noted that their collaboration since 2018 has significantly enhanced project presentations and client relationships. The feedback indicates that the pricing is reasonable and that DYNAX Invest is accommodating to client specifications, leading to overall satisfaction with the return on investment.
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Confidant Global

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

10% Funding & Investment

60% Business Consulting

10% Accounting +2 services

10% Commercial Financing

10% Financial Consulting

Confidant Global is a corporate services firm specializing in company registration, corporate structuring, compliance, and related advisory services. Their reviews indicate a strong reputation for professionalism, responsiveness, and exceptional service, with 100% of clients expressing satisfaction and highlighting their knowledgeable and accommodating team. Clients frequently commend their ability to meet deadlines and exceed expectations, with no negative feedback reported.

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Reviews mention Great project management
Confidant Global has received high praise for their exceptional project management capabilities. One client highlighted their ability to manage the entire registration process seamlessly, alleviating compliance burdens. The client expressed satisfaction with their customized services and flexibility, noting that Confidant Global consistently prioritizes client needs over mere service sales. Overall, the sentiment reflects a strong confidence in their project management approach, leading to a successful long-term partnership.

Financial Services for a Restaurant and Night Club Chain

5.0 Aug 5, 2019

Our overall satisfaction is a reflection of their excellent project management. Their work has allowed us to get up and running without any kind of compliance issues to date. They did exactly what they needed to do and really lifted a burden from us.
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Industry Experience

Confidant Global has received positive feedback across various industries, including financial services, information technology, and restaurants. Clients commend their expertise in company registration, compliance, and project management. The financial services sector praised their timely execution and knowledgeable staff, while the IT sector highlighted their professionalism and clarity in advice. In the restaurant industry, clients noted their responsiveness and customized service. Overall, Confidant Global is well-suited for clients seeking reliable support in corporate structuring and registration.
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Financial services Information technology Restaurants

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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients consistently express high satisfaction with Confidant Global's services, highlighting their professionalism and value for money. One review noted that the service exceeded expectations, while another emphasized the company's responsiveness and clarity of advice. Clients appreciate the timely completion of projects and the customized solutions provided. Overall, the sentiment reflects that Confidant Global delivers strong value, with clients feeling they receive more than they pay for, and no significant areas for improvement were identified.
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VargasAndrews

4.8 2 reviews

$10,000+

$150 - $199 / hr

2 - 9

Los Angeles, CA

Services provided

10% Funding & Investment

20% ERP Consulting and SI

15% Accounting +6 services

15% IT Strategy Consulting

10% Back Office Outsourcing

10% Business Consulting

10% Commercial Financing

5% HR Consulting

5% Recruiting

VargasAndrews is a strategic consulting firm specializing in business and digital transformation, CRM refinement, and executive recruitment. Reviewers highlight the company's responsiveness, expertise in evolving technology needs, and thorough project management. Clients appreciate their role in shaping company culture and providing strategic guidance, with 100% of reviews noting their value in facilitating organizational growth and transformation.

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Reviews mention Helpful
The feedback regarding VargasAndrews highlights their notable helpfulness in facilitating business and digital transformations for clients. One client praised their thoroughness in recruiting and project management, emphasizing their high-touch communication and accountability. VargasAndrews was commended for stepping beyond their defined scope to support company culture and address team dysfunctions, demonstrating a deep commitment to the client's success. Despite some initial challenges, the team effectively addressed feedback and improved their processes.

Recruiting & Business Strategy for Automotive Battery Co.

5.0 Jan 8, 2021

VargasAndrews has given us a lot of value. They’ve recruited five people to our team. VargasAndrews has been helpful in finding the right experts and partners for us. They do their due diligence and manage the project.
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Recruiting & Business Strategy for Automotive Battery Co.

5.0 Jan 8, 2021

They provide a lot of high-touch communication and updates. They hold us accountable. If we start to fall behind the timeline, they make sure to get us back on track. Their team is very on top of everything; they focused on the highest priorities.
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Recruiting & Business Strategy for Automotive Battery Co.

5.0 Jan 8, 2021

They’re very helpful with us in terms of our company culture and ensuring there’s coaching. VargasAndrews has stepped up to help us work properly, get our priorities straight, and iron out dysfunctions. This is outside of their scope; they’re doing it willingly.
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Industry Experience

VargasAndrews demonstrates strong capabilities in the Information Technology and Automotive industries. Clients praise their responsiveness, expertise in digital transformations, and strategic recruitment efforts. In IT, they effectively refine CRM systems and facilitate organizational growth. In the Automotive sector, they support business and digital transformations, enhancing team dynamics and culture. Overall, their impact is marked by thorough project management and a commitment to client success, making them well-suited for companies undergoing significant changes.
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Information technology Other Industry

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Average Project Cost Breakdown

$10,000 to $49,000 (1) $200,000 to $999,999 (1)

What Clients Have Said
Clients have expressed satisfaction with VargasAndrews' pricing, noting it as reasonable compared to market standards. One client highlighted their thoroughness and value, stating they received significant return on a $270,000 investment. Overall sentiment indicates a strong sense of value for money, with clients appreciating the company's responsiveness and commitment to delivering high-quality results, despite some areas for improvement in project clarity and speed of execution.
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TripleOak

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Lisboa, Portugal

Services provided

40% Funding & Investment

50% Commercial Financing

10% Financial Consulting

TripleOak is a web and app development company specializing in creating responsive websites and SQL database interfaces. Clients commend their swift and effective project delivery, with 100% of reviews highlighting their impressive turnaround time. However, there is room for improvement in UX/UI design, as noted by some clients. Overall, TripleOak is recognized for their efficiency and technical expertise.

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Industry Experience

TripleOak has demonstrated expertise primarily in the manufacturing industry, where they developed user-friendly web interfaces and responsive websites that facilitate data management for clients with limited technical skills. Feedback highlights their strengths in efficient project delivery and effective project management, resulting in improved operational efficiency. Overall sentiment is positive, emphasizing their responsiveness and ability to meet project goals, making them a suitable partner for similar manufacturing projects.
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Manufacturing

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally express satisfaction with TripleOak's cost-effectiveness and value for money. One reviewer noted the company's 'fantastic delivery time' and highlighted their quick and assertive work style, suggesting that the investment yielded significant operational improvements. However, there was a mention of potential enhancements in UX/UI design, indicating that while the overall pricing is viewed positively, there may be room for refinement in specific areas.
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Pro Business Plans

5.0 3 reviews

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

20% Funding & Investment

35% Business Consulting

30% Financial Consulting +1 service

15% Fractional CFO Services

Pro Business Plans is a firm specializing in funding and investment services, offering comprehensive business plans, market analysis, and financial modeling. According to reviews, 100% of clients praise their ability to integrate technical and regulatory insights into investor-friendly presentations, with particular commendation for their financial models and timely communication, leading to successful meetings with major venture capital firms.

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1 of 1 Funding & Investment reviews are 5 stars

1 new review for Funding & Investment in past 6 months

$10,000 – $49,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Business Plan Development for Healthcare Company
5.0 — Pro Business Plans created a detailed business plan for a healthcare company. The team conducted market research and analysis and created a five-year financial projection. Read more
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Industry Experience

Pro Business Plans has demonstrated expertise primarily in the IT Services and Healthcare industries. Clients praise their ability to create comprehensive business plans, conduct in-depth market analysis, and develop realistic financial models, particularly in the context of healthcare technology. The overall sentiment is positive, highlighting their effective communication, timely delivery, and understanding of both regulatory requirements and investor expectations. This makes them a strong fit for companies seeking support in business planning and financial modeling within these sectors.
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IT Services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed that Pro Business Plans offers good value for their cost, with one client specifically noting that the pricing fit their budget while delivering quality outputs. The company’s ability to produce detailed business plans and financial models has been praised, particularly for their realistic approach and timely delivery. Overall, the sentiment reflects satisfaction with the value received relative to the investment made.
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Barney And Company

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Columbia, MD

Services provided

25% Funding & Investment

50% Accounting

25% Commercial Financing

Barney And Company is a firm specializing in estate planning and tax services. They are noted for their professionalism, reasonable pricing, and effective communication, with 100% of reviewers recommending their services for both personal and business needs. Clients appreciate their personable approach and timely execution, with no areas for improvement identified.

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Industry Experience

Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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Nonprofit

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.
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Tan Bizy Link

5.0 1 review

$1,000+

$50 - $99 / hr

2 - 9

Services provided

20% Funding & Investment

30% Business Consulting

30% Financial Advising & Planning +1 service

20% Commercial Financing

Tan Bizy Link is a tax consultation company recognized for its expertise in the tax industry. The overall feedback is overwhelmingly positive, with over 95% client satisfaction, highlighting their exceptional customer service and care. Clients appreciate the smooth workflow and comprehensive guidance on tax-related matters. However, there is a desire for a dedicated contact person during contracts.

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Industry Experience

Tan Bizy Link has demonstrated significant expertise in the consulting industry, particularly in tax consultation. Clients commend their extensive knowledge and effective communication, resulting in satisfactory outcomes and smooth workflows. The overall sentiment in this sector is highly positive, with particular praise for their customer service and client care. Potential clients in need of tax-related consulting services would likely find Tan Bizy Link to be a suitable provider.
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Consulting

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Tan Bizy Link's services, noting their expertise and effective tax consultation. One client highlighted the excellent value for money, stating, "The result is awesome and we are all satisfied with the service." Overall sentiment leans positively, with feedback indicating that while clients appreciate the service, having a dedicated contact could enhance the experience further.
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SALUS Capital | Strategy

4.8 3 reviews

$10,000+

$150 - $199 / hr

2 - 9

Services provided

10% Funding & Investment

20% Business Valuation Services

15% Financial Consulting +5 services

15% Fractional CFO Services

10% Business Consulting

10% Commercial Financing

10% Financial Advising & Planning

10% Market Research

SALUS Capital | Strategy is a funding and investment firm specializing in financial evaluations and strategic planning for mergers and acquisitions. They received 100% positive feedback, with reviewers highlighting their agility and focus in delivering thorough and detailed analyses, as well as their strong alignment with client values. Their work in due diligence and financial analysis is noted as exemplary.

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Reviews mention Transparent
Clients have praised SALUS Capital | Strategy for their transparency throughout the project. One CEO noted that Roberto was 'very direct and transparent' about findings during a due diligence process, which was crucial for decision-making. The company provided a clear and detailed final deliverable, demonstrating their commitment to openness. Overall, the sentiment regarding transparency is highly positive, with no suggestions for improvement mentioned.

Business Valuation Services for Healthcare Company

5.0 Feb 20, 2024

In the timeframe given, SALUS completed and turned in to us a complete financial evaluation including risks and benefits. Roberto was very direct and transparent about their findings and their analysis was a key element for us to move forward with the transaction. The final deliverable was very clear and had enough details for us to understand how they got to each analysis.
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1 of 1 Funding & Investment reviews are 5 stars

$10,000 – $49,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Business Valuation Services for Healthcare Company
5.0 — SALUS Capital | Strategy was hired by a healthcare company to conduct due diligence on a company they were looking to acquire. They conducted financial analysis, business valuation, and projections. Read more
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Industry Experience

SALUS Capital | Strategy demonstrates notable expertise across various industries, including healthcare, advertising & marketing, and information technology. In healthcare, they excelled in due diligence and financial evaluations, receiving praise for their transparency and thoroughness. In advertising & marketing, they provided valuable insights into franchise profitability and internal controls. Their work in IT was marked by efficient negotiation strategies and comprehensive valuations. Overall, clients appreciate their professionalism, attention to detail, and ability to deliver timely results, making them a strong contender for projects in these sectors.
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Healthcare Advertising & marketing Information technology

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Average Project Cost Breakdown

$10,000 to $49,000 (2) Less than $10,000 (1)

What Clients Have Said
Clients of SALUS Capital | Strategy consistently highlight the company's strong value for money and competitive pricing. One CEO noted their services were a 'good value for cost,' while a Master Franchisor emphasized that their pricing 'fit our budget' and provided 'good value.' Overall, the sentiment is overwhelmingly positive, with clients praising the quality and efficiency of the services provided, often leading to ongoing partnerships.
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NBFC Advisory

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Ahmedabad, India

Services provided

20% Funding & Investment

80% Business Consulting

NBFC Advisory is a strategic business consulting firm specializing in fundraising strategy, financial model building, and capital structuring advisory. Reviews highlight their expertise in finance and tech, with 100% positive feedback on their structured project management and responsiveness. The firm's ability to deliver compelling investor pitches and actionable financial insights is particularly impressive.

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Industry Experience

NBFC Advisory has received positive feedback primarily from the Information Technology sector. Clients appreciated their expertise in financial strategy, investor readiness, and capital structuring, noting a strong alignment with business goals and a customer-centric approach. The overall sentiment reflects a solid reputation for delivering tailored solutions that enhance financial planning and investor interest, making them a strong choice for tech companies seeking strategic advisory services.
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Information technology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients consistently highlight NBFC Advisory's excellent value for the cost of their services. One client noted a 'good value for cost' and praised the firm's ability to align with their company values. The structured approach and timely delivery of key milestones further contributed to a positive perception of the company's pricing. Overall, clients express satisfaction with the return on investment, emphasizing the effectiveness of the solutions provided.
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Aaditya International

4.3 3 reviews

$1,000+

< $25 / hr

2 - 9

New Delhi, India

Services provided

10% Funding & Investment

40% Business Consulting

20% Market Research +3 services

10% Commercial Financing

10% Financial Consulting

10% Marketing Strategy

Aaditya International is a consulting firm specializing in feasibility studies and market analysis, particularly in the Indian market. Overall, 100% of the reviews highlight their strong market knowledge and professional approach. Clients appreciate their comprehensive reports and seamless workflow, noting that the firm offers excellent value for money without significant areas for improvement.

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Industry Experience

Aaditya International has garnered positive feedback across various industries including Consumer Products and Business Services. Clients commend their market knowledge, thorough feasibility studies, and effective communication. In the Consumer Products sector, they excelled in supply chain analysis and market entry strategies for the Indian market. In Business Services, they provided insightful assessments for emerging industries like EV charging stations, showcasing their adaptability and expertise. Overall, their strengths lie in delivering detailed reports and actionable insights, making them a suitable partner for clients in diverse sectors.
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Consumer Products Business services

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Average Project Cost Breakdown

Less than $10,000 (1) $10,000 to $49,000 (1)

What Clients Have Said
Aaditya International has received positive feedback regarding its cost and value for money. Clients noted the company's professionalism and comprehensive reports, which provided clear insights and actionable plans. One client highlighted that the service offered 'value for money' and commended the team's focus and clarity. Another client appreciated the exhaustive nature of the feasibility report, indicating that the investment was worthwhile. Overall, the sentiment suggests that clients find the pricing justifiable given the quality of service received.
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More responsive than most other service providers

Aaditya International is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Biel Investment Capital

5.0 1 review

$10,000+

$100 - $149 / hr

2 - 9

Services provided

25% Funding & Investment

30% Financial Advising & Planning

25% Commercial Financing +2 services

10% Business Consulting

10% Financial Consulting

Biel Investment Capital is a financial advisory firm providing investment advisory, financial accounting, and merger and acquisition services. The feedback is overwhelmingly positive, with 100% of reviewers praising their timely delivery and excellent responsiveness, highlighting their value for money and strong cultural alignment with clients.

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Industry Experience

Biel Investment Capital has received positive feedback primarily in the Advertising & Marketing industry, where they provided valuable investment advisory, financial accounting, and merger and acquisition services. Clients praised their alignment with company values, budget-friendly pricing, and timely project management. Overall sentiment reflects strong expertise and a commitment to delivering measurable results, making them a suitable partner for businesses seeking financial consulting and investment services.
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Advertising & marketing

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have expressed positive sentiments regarding Biel Investment Capital's pricing and value for money. One review highlighted that the company's pricing fit the client's budget while providing good value for the cost, emphasizing alignment with the client's values and culture. Additionally, the client noted satisfaction with the services received, stating they felt they received value for their investment. Overall, the feedback suggests that Biel Investment Capital delivers competitive pricing along with quality service.
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CFO Ventures

5.0 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Dubai, United Arab Emirates

Services provided

20% Funding & Investment

20% Business Consulting

20% Financial Advising & Planning +2 services

20% Financial Consulting

20% Fractional CFO Services

CFO Ventures is a financial consultancy specializing in financial strategy, growth, and operational efficiency. Their clients, including art and culture and engineering firms, commend their ability to professionalize financial planning and deliver strategic models and dashboards. With a focus on KPI development and cash-flow optimization, they have achieved high client satisfaction, as evident from 100% positive feedback regarding timely delivery and responsiveness.

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Industry Experience

CFO Ventures has demonstrated expertise in the Engineering and Arts, Entertainment & Music industries. In Engineering, they excelled in financial planning and management control, enhancing cash-flow visibility and operational efficiency. Feedback highlights their ability to align finance with strategic goals. In the Arts sector, they provided comprehensive financial strategy and operational frameworks, successfully navigating financial complexities. Overall, sentiment is positive across both industries, showcasing CFO Ventures' strengths in delivering tailored financial solutions.
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Arts, entertainment & music

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Average Project Cost Breakdown

What Clients Have Said
Clients commend CFO Ventures for their exceptional value and cost-effectiveness, noting that the firm delivers high-quality services at a reasonable price. One client highlighted the company's ability to transform financial management while ensuring good value for cost, stating that CFO Ventures' services aligned well with their company values. Overall, clients express satisfaction with the financial strategies and operational efficiencies provided, emphasizing that the investment yielded significant returns without compromising on quality.
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Rahat Aggarwal & Company

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Services provided

10% Funding & Investment

20% Accounting

10% Business Valuation Services +6 services

10% Commercial Financing

10% Digital Asset Management

10% Finance & Accounting Outsourcing (FAO)

10% Financial Advising & Planning

10% Financial Consulting

10% Insurance Services & Brokers

Rahat Aggarwal & Company is a proficient accounting and bookkeeping firm, acclaimed for its effective time management and budget-friendly pricing. With 100% positive feedback highlighting their hassle-free service and alignment with client values, they are praised for reducing tax liabilities and maintaining excellent project delivery standards.

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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have praised Rahat Aggarwal & Company for their exceptional accounting and bookkeeping services, noting their efficient project management and timely delivery. One client, the owner of Sundaram Jewellers, highlighted the ease of collaboration and significant tax savings achieved. Overall sentiment reflects high satisfaction, with clients appreciating the company's budget-friendly approach and alignment with their values. However, a suggestion for improvement was made regarding increased advertising to enhance visibility.
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Industry Experience

The provider has demonstrated expertise in the retail industry, particularly in accounting and bookkeeping for jewelry businesses. Clients highlight their strong communication, timely project delivery, and budget-friendly pricing as significant strengths. The overall sentiment is highly positive, indicating a reliable fit for retail-focused clients seeking efficient financial management solutions.
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What Clients Have Said
Clients commend Rahat Aggarwal & Company for their competitive pricing and ability to align services with budget constraints. One client noted, "They try to fit in your budget" and appreciated the absence of heavy pricing. Overall sentiment reflects satisfaction with the value provided, as evidenced by the client's remark about reduced tax payments and ongoing collaboration, highlighting a strong perception of value for money.
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Tenex Consultancy Services

5.0 1 review

$10,000+

$50 - $99 / hr

10 - 49

Services provided

20% Funding & Investment

20% Business Consulting

20% Business Continuity Management +2 services

20% Document Digitization & Management

20% Financial Consulting

Tenex Consultancy Services is a company specializing in Funding and Investment consulting. With 100% positive feedback, clients praise their strategic investment planning and effective business expansion advice. A notable achievement includes a 50% increase in business conversion and a 20% cost saving. Their impressive approach and documentation skills make them a strong fit for commercial funding services.

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1 of 1 reviews is 5 stars

1 new review for Funding & Investment services

$10,000 – $49,000 avg. project cost

Reviewed 1 time in the past 6 months
In the last six months, Tenex Consultancy Services has received positive feedback for their effective business expansion strategies and strong communication. A client from Shaligram Infotech reported a 50% increase in business conversion and a 20% reduction in costs due to their guidance. The team was praised for their responsiveness and timely delivery of services, with no suggestions for improvement noted. Overall, clients express satisfaction and a desire to continue their partnership.
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Industry Experience

Tenex Consultancy Services has demonstrated strong expertise in the software industry, particularly in supporting business expansion and investment strategies. Clients praise their effective communication, timely project delivery, and impressive documentation skills, which significantly enhance funding opportunities. The overall sentiment is positive, with particular emphasis on their ability to drive measurable business growth and reduce costs. This provider is well-suited for companies seeking consultancy in software-related ventures and expansion initiatives.
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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Tenex Consultancy Services' cost-effectiveness, noting it as a key factor in their selection. One client highlighted receiving 'good value for cost' and reported a 20% savings on project costs due to effective delivery. The overall sentiment reflects a positive perception of the company's pricing relative to the quality of services provided, with clients continually renewing contracts based on their satisfactory experiences.
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Mauna Kea Advisory

4.8 2 reviews

$1,000+

$100 - $149 / hr

2 - 9

Toronto, Canada

Services provided

35% Funding & Investment

35% Business Consulting

30% Demand Generation Marketing

Mauna Kea Advisory is a strategic consulting firm specializing in sales processes, market evaluation, and investor outreach. The company has received wholly positive feedback, with 100% of clients highlighting their professionalism and timely delivery. Clients commend their accessibility and impactful support in client acquisition and business presentation refinement.

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1 of 2 reviews are 5 stars

Less than $10,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews of Mauna Kea Advisory reflect a strong overall sentiment, highlighting their responsiveness and professionalism. Clients commend their timely delivery and effective communication, particularly noting the successful implementation of sales processes and client acquisition strategies. Specific feedback includes praise for their accessibility and the value provided for the cost, with one client stating, 'Erik is one of the most professional sales individuals I've met.' Overall, clients express satisfaction with their collaboration and outcomes.
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Industry Experience

Mauna Kea Advisory has garnered positive feedback across the Software and Healthcare industries. In Software, they excel in accelerating revenue growth, with clients noting their professionalism and timely delivery. In Healthcare, they are recognized for creating effective sales processes and refining business strategies, demonstrating strong engagement and responsiveness. Overall, their strengths lie in client acquisition and operational efficiency, making them a valuable partner for businesses in both sectors.
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Healthcare Software

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Fxtriangle

4.8 2 reviews

$5,000+

Undisclosed

2 - 9

Services provided

15% Funding & Investment

50% Financial Advising & Planning

15% Insurance Services & Brokers +2 services

10% Commercial Financing

10% IT Strategy Consulting

Fxtriangle is a software development company specializing in building trading software. Reviews reflect a positive experience with 100% satisfaction in service quality and project delivery. The company is noted for its quality support staff and effective coordination, though some feedback suggests areas for improvement in turnaround time.

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Industry Experience

Fxtriangle has demonstrated expertise primarily in the financial services industry, with clients praising their high-quality delivery and effective project management, particularly in developing trading software. Reviewers noted strong coordination and dedicated support staff as key strengths. While the pricing is perceived as high, the overall sentiment is positive, with feedback indicating that their services are suitable for clients in need of scalable solutions and thorough testing processes.
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Financial services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Fxtriangle is perceived as a high-cost provider, with clients acknowledging that while their prices are steep, the quality of service delivered justifies the expense. One client noted the impressive quality in developing trading software and praised their effective support staff. However, there were mentions of slower turnaround times, indicating a need for improvement in workflow efficiency. Overall, the sentiment reflects a balance between high costs and satisfactory value for money.
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Clarity for Action

5.0 2 reviews

$5,000+

$300+ / hr

2 - 9

London, England

Services provided

20% Funding & Investment

60% Business Consulting

20% IT Strategy Consulting

Clarity for Action is a strategic consulting firm specializing in validating business ideas, refining business models, and enhancing fundraising efforts. With 100% positive feedback, clients commend Tatyana's ability to distill complex ideas into actionable insights, her adaptability, and her commitment to delivering high-quality outcomes. Notably, Tatyana's expertise has been highlighted in both headhunting and therapeutic development industries.

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Reviews mention Flexible
The feedback regarding Clarity for Action highlights their flexibility in project management, with clients noting Tatyana's adaptability to timelines and her timely, high-quality feedback. One client emphasized that Tatyana's delivery was both flexible and effective, as she maintained regular communication through video calls and in-person meetings. This adaptability was particularly appreciated, allowing for a responsive approach to the project needs, further reinforcing the overall positive sentiment towards their services.

Business Consulting for Headhunting Firm

5.0 Oct 9, 2025

Tatyana's delivery was flexible and effective. We had regular video calls and she also came to Frankfurt for critical meetings. She adapted to our timeline and her feedback and input were timely and high-quality.
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2 of 2 reviews are 5 stars

$10,000 – $49,000 avg. project cost

Reviewed 2 times in the past 6 months
Recent reviews for Clarity for Action highlight their exceptional service and adaptability. Clients commend Tatyana's ability to distill complex business ideas into actionable plans, facilitating effective communication and strategic clarity. One client noted her 'remarkable adaptability and attention to detail' while another appreciated the 'high-quality feedback and timely delivery.' Overall, the sentiment is overwhelmingly positive, with clients expressing satisfaction in the support received and the measurable progress achieved in their projects.
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Average Project Cost Breakdown

$10,000 to $49,000 (2)

What Clients Have Said
Clients consistently commend Clarity for Action for providing excellent value for money, citing affordable pricing that fits their budgets. One client noted, 'Good value for cost,' reflecting a strong sentiment towards their pricing structure. Another emphasized the company's ability to deliver significant insights and support, validating their investment. Overall, feedback indicates that clients perceive Clarity for Action as a cost-effective partner that delivers substantial value relative to its pricing.
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Northland Investment Corporation

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Newton, MA

Services provided

50% Funding & Investment

50% Commercial Financing

Northland Investment Corporation is a real estate services company based in Massachusetts, offering expert guidance in finding suitable real estate options. Reviews indicate exceptional performance, with 100% of feedback being positive, highlighting their strategic planning and timely delivery. The company received an 8/10 rating for their impressive project management and client communication.

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Industry Experience

Northland Investment Corporation has received positive feedback primarily from the Business Services sector, where they have demonstrated expertise in providing real estate solutions for both personal and business needs. Clients noted their effective communication, timely project management, and strong strategic planning, which contributed to successful engagements. Overall sentiment indicates a high level of satisfaction, suggesting they are well-suited for clients seeking reliable real estate advisory services, particularly within the investment and real estate industries.
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Business services

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

What Clients Have Said
Clients have reported that Northland Investment Corporation offers excellent value for money, with one client noting an investment range of $50,000 to $199,999 and rating their experience an 8/10. Feedback highlights the company's effective communication and timely delivery of services, emphasizing their strategic planning and responsiveness. Overall sentiment indicates satisfaction with the cost relative to the quality of service provided, with no significant areas for improvement mentioned.
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Asesora

5.0 4 reviews

Undisclosed

Undisclosed

250 - 999

Dubai, United Arab Emirates

Services provided

10% Funding & Investment

10% Accounting

10% Banking Law +7 services

10% Business Consulting

10% Compliance Consulting

10% Corporate Law

10% Finance & Accounting Outsourcing (FAO)

10% Finance Law

10% Financial Advising & Planning

10% Fractional CFO Services

Asesora is a business consultancy firm providing services such as business setup, licensing, financial compliance, and PRO support. Their reviews reflect a 100% positive sentiment, highlighting their efficiency, responsiveness, and ability to make complex processes stress-free. Clients particularly appreciate Asesora's proactive approach and deep industry knowledge, emphasizing their role as a partner rather than just a service provider.

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Industry Experience

Asesora demonstrates expertise across the Food & Beverages and Construction industries. In the Food & Beverages sector, they excelled in facilitating business registration and licensing for a Pan-Asian restaurant, earning praise for their proactive support and timely delivery. In Construction, they successfully assisted a company in establishing a branch in Dubai, ensuring regulatory compliance and efficient project management. Overall, feedback highlights their responsiveness, thoroughness, and alignment with client values, making them a strong fit for businesses in these industries.
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Food & Beverages Construction

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Asesora's competitive pricing and exceptional value for money. One client noted that their pricing fit within budget while providing good value for the cost. Another echoed similar sentiments, emphasizing that Asesora's services were cost-effective and delivered efficiently, contributing to a smooth and stress-free experience. Overall, the sentiment regarding cost and value is highly positive, with clients appreciating the balance between affordability and quality.
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UPster

5.0 1 review

$1,000+

$25 - $49 / hr

2 - 9

Services provided

25% Funding & Investment

25% Business Consulting

25% Business Valuation Services +1 service

25% Financial Consulting

UPster is a research and data services company specializing in prospect identification for investment banking and mergers and acquisitions. Their clients appreciate UPster's attention to detail and high-quality deliverables, with 100% of reviewers noting their impressive work quality and ability to meet project goals without needing further improvements. Overall, feedback is positive, highlighting their thorough and tailored approach.

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Industry Experience

UPster has garnered positive feedback primarily in the financial services sector, particularly for investment banking roles in mergers and acquisitions. Clients commend their attention to detail, high-quality deliverables, and effective project management. The firm successfully identified actionable targets and demonstrated strong communication throughout the process. Such attributes position UPster as a valuable partner for organizations in the financial industry seeking meticulous research and prospect identification.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with UPster's value for money, noting their high-quality work and attention to detail. One client highlighted that the project met their pricing needs effectively, stating, 'the project was good and reflected my pricing needs.' Overall, the sentiment indicates that clients perceive UPster as delivering solid results at a reasonable cost, making them a viable option for investment banking services.
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Felix Advisory Private Limited

4.0 1 review

Undisclosed

Undisclosed

250 - 999

Gurugram, India

Services provided

10% Funding & Investment

60% Business Consulting

20% Accounting +1 service

10% IT Strategy Consulting

Felix Advisory Private Limited is a tax and business consultancy firm specializing in direct and indirect tax advisory, as well as offering guidance on mergers and business models. Reviews highlight their timely project delivery and effective consultancy, with 100% of feedback affirming their positive impact on financial performance and project management. The firm is recognized for its proactive communication and strong ownership in project execution.

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Industry Experience

Felix Advisory Private Limited has received positive feedback primarily in the Publishing industry, where they provided GST consulting and comprehensive tax advisory services, demonstrating impactful results on profit and loss statements. Clients appreciate their timely delivery and project management skills, often rating their performance as exemplary. Their expertise extends to advisory roles in business model evaluations and mergers. Overall, they are recognized for their ownership, professionalism, and a strong team dynamic, making them a suitable partner for organizations in need of tax and business advisory services.
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Publishing

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients have expressed that Felix Advisory Private Limited offers excellent value for money, particularly highlighting their ability to deliver results that justify their fees. One client noted that their $11,000 annual investment yielded significant benefits, reflecting positively in profit and loss statements. The firm's combination of experienced professionals and a competitive cost structure has been well-received, with clients appreciating the timely delivery of services, further enhancing the perception of cost-effectiveness.
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Los Angeles Real Estate Investors Club, LLC

5.0 4 reviews

Undisclosed

Undisclosed

2 - 9

Los Angeles, CA

Services provided

50% Funding & Investment

50% Commercial Financing

Los Angeles Real Estate Investors Club, LLC is a company specializing in investment services, providing high-quality educational resources, investor networking opportunities, and detailed valuation and earnings reports. Reviews highlight their professionalism, responsiveness, and exceptional attention to detail, with 100% of reviewers noting timely delivery and clear communication. The firm effectively supports strategic growth and investment decisions with minimal need for revisions.

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Reviews mention Timely
Clients consistently praised the Los Angeles Real Estate Investors Club, LLC for their timeliness and responsiveness. For instance, one client highlighted their 'excellent communication' and 'timely responses to critical questions,' while another noted their 'timeliness and attention to industry-specific details.' Both clients expressed satisfaction with the project's on-schedule delivery and the overall professionalism exhibited throughout the engagement, indicating a strong sentiment toward their punctuality and reliability.

Education & Networking Events for Financial Services Co

5.0 Oct 11, 2025

Their timeliness and attention to industry-specific details clearly demonstrated the success and professionalism of the engagement. The team was highly responsive, and we only required two minor revisions on the reports they provided — a testament to the timely delivery and accuracy of their work.
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2 of 2 Funding & Investment reviews are 5 stars

2 new reviews for Funding & Investment in past 6 months

$10,000 – $49,000 avg. project cost

Funding & Investment PROJECT HIGHLIGHT

Education & Networking Events for Financial Services Co
5.0 — Los Angeles Real Estate Investors Club, LLC provided access to educational resources, investor networking events, and vendor expos for a financial services company to gain deeper insights into the Read more
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Industry Experience

Los Angeles Real Estate Investors Club, LLC has garnered positive feedback in the financial services sector, particularly for their expertise in Quality of Earnings analyses and valuation reports. Clients from tax advisory and capital management firms commend the team's thoroughness, responsiveness, and professional communication. The overall sentiment reflects a strong alignment with client needs, making them a favorable choice for businesses seeking reliable support in financial assessments and strategic growth initiatives.
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Financial services

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients consistently highlight Los Angeles Real Estate Investors Club, LLC's pricing as fitting their budgets while delivering excellent value for money. One client noted the 'good value for cost' and appreciated the thoroughness and professionalism of their services. Another emphasized their 'value and responsiveness' as exceptional, with no areas for improvement identified. Overall, the sentiment reflects strong satisfaction with the company's cost-effectiveness and quality of service.
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Youdao Culture and Media (Dalian) Co., Ltd.

5.0 2 reviews

Undisclosed

Undisclosed

10 - 49

Dalian, China

Services provided

45% Funding & Investment

45% Commercial Financing

10% Financial Advising & Planning

Youdao Culture and Media (Dalian) Co., Ltd. is a company specializing in creating comprehensive business plans and digital transformation solutions, with a focus on digital twins technology. Reviews highlight their professionalism, timely communication, and ability to simplify complex business models. Impressively, 100% of reviewers were satisfied with their services, praising the in-depth communication and expert suggestions provided.

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Reviews mention Communicative
Clients have expressed high satisfaction with Youdao Culture and Media (Dalian) Co., Ltd.'s communicative approach. One client noted that the team communicated timely throughout the project, which facilitated problem-solving and the overall collaboration process. Additionally, they highlighted the professional suggestions provided during in-depth discussions, emphasizing the effectiveness of communication through Tencent Meetings. Overall, the sentiment regarding communication is very positive, reflecting the company's professionalism and responsiveness.

Financial Modeling Development for Engine Manufacturer

5.0 Jan 14, 2022

We very satisfied with the service provider and communicated with each other timely in the whole process. It helped us think about problems we ignored. We mainly communicated through Tencent Meetings. They gave us professional suggestions and in-depth communication.
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Industry Experience

Youdao Culture and Media (Dalian) Co., Ltd. has received positive feedback primarily in the Manufacturing and Chemicals & Biotechnology industries. Clients commend their expertise in crafting comprehensive business plans, highlighting their professional communication and ability to clarify complex business models through visual aids. Overall sentiment indicates strong satisfaction with their project management processes, making them a suitable partner for companies in technology-driven and service-oriented sectors seeking strategic planning assistance.
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Manufacturing Chemicals & Biotechnology

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed high satisfaction with Youdao Culture and Media (Dalian) Co., Ltd.'s value for money, noting that the company provided professional and insightful business planning services. One client highlighted the clear and effective business model representation, which was simpler than their previous attempts. The overall sentiment indicates that the company's services were perceived as cost-effective, delivering significant value through thorough communication and tailored solutions, ultimately aiding clients in successful funding and project completion.
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Bend Law Group

5.0 1 review

Undisclosed

Undisclosed

2 - 9

San Francisco, CA

Services provided

50% Funding & Investment

50% Commercial Financing

Bend Law Group is a legal firm specializing in company formation and intellectual property services for startups. The reviews highlight a 100% satisfaction rate with their expertise in guiding company structure and documentation, though initial communication delays were noted. They are praised for their strategic foresight and flexible billing methods, although improved notification of staffing changes is advised.

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Industry Experience

Bend Law Group has demonstrated expertise in various industries, notably in online cremation services. Clients commend their proficiency in company formation, contract creation, and intellectual property guidance. Overall sentiment reflects a positive impact, particularly in navigating complex legal structures and ensuring long-term business success. The firm is recognized for its responsive communication and client-centered approach, making it suitable for startups and businesses seeking legal support in formation and compliance across diverse sectors.
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Other Industry

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Average Project Cost Breakdown

$10,000 to $49,000 (1)

What Clients Have Said
Clients generally view Bend Law Group as providing good value for money, particularly appreciating their flexible pricing structure of hourly rates and project quotes, which avoids the need for large retainers. One client noted spending around $20,000 for comprehensive services, highlighting that Bend Law Group exceeded initial expectations by offering additional support beyond company formation. However, some clients experienced communication delays early on, which were later addressed, indicating a commitment to improving client relations.
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Blakely Financial Services

5.0 1 review

Undisclosed

Undisclosed

2 - 9

Stockton, CA

Services provided

50% Funding & Investment

50% Commercial Financing

Blakely Financial Services is a financial advisory firm specializing in investment, wealth, and succession planning. Clients commend their reliability and excellent project management, with 100% positive feedback highlighting their impressive understanding of client goals and successful portfolio management. Clients appreciate the firm's personalized approach and strong communication practices.

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Industry Experience

Blakely Financial Services has demonstrated expertise primarily in the IT Services sector, providing financial advisory, investment management, and tax mitigation strategies. Clients commend their reliability, effective communication, and impressive returns on investments. Overall, feedback from the IT Services industry reflects a strong sentiment of satisfaction, highlighting Blakely's strengths in wealth planning and personalized service, making them a suitable partner for businesses seeking financial guidance in this sector.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients have expressed satisfaction with Blakely Financial Services' pricing structure, noting a reasonable investment of around $50,000 and an assessment fee of $600. The overall sentiment is positive, highlighting the strong return on investment and the company's reliability in delivering value. One client specifically mentioned that their investment portfolio is performing well, reinforcing the perception of good value for money. No significant concerns regarding pricing were raised.
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USP House

4.3 2 reviews

$1,000+

$50 - $99 / hr

10 - 49

Noida, India

Services provided

10% Funding & Investment

20% Business Consulting

15% Financial Advising & Planning +5 services

15% Market Research

15% Marketing Strategy

10% Digital Strategy

10% Financial Consulting

5% IT Strategy Consulting

USP House is a marketing support company specializing in creating compelling marketing strategies and digital campaigns. Reviews highlight their proactive and communicative approach, with 100% of feedback indicating satisfaction with project management and a smooth engagement. While praised for their initiative, occasional assertiveness in service offerings was noted.

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Industry Experience

USP House has demonstrated expertise in the financial services industry, particularly in digital payments, by providing effective marketing support and strategic planning during the shifting market conditions post-COVID-19. Feedback highlights their proactive approach, smooth communication, and timely project management. Overall sentiment indicates a positive impact, with clients appreciating their understanding of unique challenges and solutions tailored to fundraising efforts. Potential clients in financial services would benefit from their collaborative and strategic capabilities.
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Financial services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive USP House as providing good value for money, especially considering their proactive approach and effective project management. One client noted an investment of £2,000 (approximately $2,600 USD) for ongoing marketing support, reflecting a reasonable cost given their positive initial results. However, there are mentions of aggressive upselling tactics, suggesting a need for clear communication regarding service needs to ensure alignment and satisfaction.
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Safe Choice Consultancy

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Dubai, United Arab Emirates

Services provided

15% Funding & Investment

20% Finance & Accounting Outsourcing (FAO)

15% Business Consulting +4 services

15% Business Valuation Services

15% Financial Consulting

10% Commercial Financing

10% Financial Advising & Planning

Safe Choice Consultancy is a business consultancy firm specializing in integrating technology solutions to enhance operational efficiency and client growth. Reviews indicate a 100% positive feedback rate, highlighting their effective project management, timely delivery, and exceptional understanding of business strategy and technology. Clients appreciate their responsiveness and attention to detail, although some suggest improved early-stage communication and more detailed post-project analysis.

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Industry Experience

Safe Choice Consultancy has received positive feedback primarily from the IT Services sector, where clients highlighted their expertise in business consultancy and technology integration. Their strengths include effective project management, timely delivery, and a tailored approach to client needs, which resulted in improved operational efficiency and client satisfaction. Overall sentiment indicates a strong fit for businesses seeking innovative solutions and strategic guidance within the IT services industry, with room for enhancement in proactive communication and post-project analysis.
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IT Services

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said
Clients generally perceive Safe Choice Consultancy as providing good value for money, particularly noting their effective project management and timely delivery. One client highlighted the successful implementation of customized pricing plans that enhanced business outreach in Dubai, while another emphasized cost reductions achieved through automation. However, there is a suggestion for improvement in proactive communication during early project stages to further enhance client satisfaction and transparency.
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Sun Life

4.5 1 review

Undisclosed

Undisclosed

10 - 49

Toronto, Canada

Services provided

50% Funding & Investment

50% Commercial Financing

Sun Life is a web development company specializing in building and maintaining websites, with a strong emphasis on flexibility and professionalism. Reviewers frequently highlight the team's friendly and responsive project management, with 100% of the feedback reflecting positive client experiences and satisfaction.

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Industry Experience

Sun Life has demonstrated strong expertise in the automotive industry by successfully developing multiple websites tailored to client specifications. Feedback highlights their professionalism, flexibility, and effective project management, contributing to impactful outcomes for their clients. The positive sentiment suggests they are well-suited for projects in the automotive sector, where their website development expertise can enhance user engagement and operational efficiency.
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Automotive

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Average Project Cost Breakdown

What Clients Have Said
Clients generally perceive Sun Life's services as providing good value for money, particularly in the context of website development. One client noted the effective communication and professionalism of the team, stating, 'The team is great, and they’re professional and friendly every time.' Furthermore, the ongoing support and flexibility offered were highlighted positively. Overall, there were no significant complaints regarding cost, with one client recommending potential customers to 'Work with them.'
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WRS Inc. Real Estate Investments

Not yet reviewed

$250,000+

$300+ / hr

10 - 49

Mount Pleasant, SC

Services provided

15% Funding & Investment

25% Commercial Brokerage Services

25% Commercial Development +2 services

25% Commercial Property Management

10% Commercial Financing

WRS Inc. Real Estate Investments, a Commercial Brokerage Services company, was established in 2001. The firm provides Commercial Brokerage Services and Commercial Property Management.
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