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Financial Planning

$50/hr Starting at $25

Atelier Advisors was founded by Lili Balfour in 2007 to bring investment banking services to early-stage companies, which were traditionally ignored by investment banks. She spend over 20 years in investment management and investment banking in Silicon Valley and NYC prior to launching Atelier Advisors. Over the past six years, Lili Balfour has advised over 100 startups on their funding strategy. She has coached established brands (Bag, Borrow, or Steal, Visual IQ, Alpha Theory, Derivix, Erin Fetherston, and Peeled Snacks) and pre-revenue startups looking for seed capital via crowd funding.Lili is the author of Master the Finance Game, a Wall Street Journal Guest Mentor, a blogger for The Huffington Post, a guest contributor for HuffPost Live, and a guest lecturer at UC Berkeley.In 2013, she created the course Lean Finance for Startups, which can be viewed at www.udemy.com/financeforstartups

About

$50/hr Ongoing

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Atelier Advisors was founded by Lili Balfour in 2007 to bring investment banking services to early-stage companies, which were traditionally ignored by investment banks. She spend over 20 years in investment management and investment banking in Silicon Valley and NYC prior to launching Atelier Advisors. Over the past six years, Lili Balfour has advised over 100 startups on their funding strategy. She has coached established brands (Bag, Borrow, or Steal, Visual IQ, Alpha Theory, Derivix, Erin Fetherston, and Peeled Snacks) and pre-revenue startups looking for seed capital via crowd funding.Lili is the author of Master the Finance Game, a Wall Street Journal Guest Mentor, a blogger for The Huffington Post, a guest contributor for HuffPost Live, and a guest lecturer at UC Berkeley.In 2013, she created the course Lean Finance for Startups, which can be viewed at www.udemy.com/financeforstartups

Skills & Expertise

Financial ModelingModeling

5 Reviews

  • Terica_Kindred

    Terica_Kindred says,

    Very Intelligent. Has a ton of contacts and experience. She will get the job done for you quickly and is very Fair. Pick Lili you WILL NOT be disappointed!

    for financial data on Mar 22, 2007

  • mandy_mineah

    mandy_mineah says,

    Lili is excellent, She does great work.

    for Discount retail stores on Mar 18, 2007

  • Avi_Schlesinger

    Avi_Schlesinger says,

    Lili executed this project in a very professional manner. In addition, she met all deadlines despite the short timefarme given for the project. I would definately use her on future projects.

    for Medical Devices - Research on Mar 16, 2007

  • Milton_Gibson

    Milton_Gibson says,

    Lili had done an excellent job on revising our company Business Plan and creating our 5 year Financial Projection. We look forward to continuing to work with her as we grow..

    for Finalize Business Plan on Mar 15, 2007

  • Barry_Cohen

    Barry_Cohen says,

    Lili did a terrific job. We'll be using her again when the opportunity arises.

    for Financial Analyst Reporter on May 26, 2006