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Marie GobbettiMG

Marie Gobbetti

Business plan & funding consultant

€500/day
Paris, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Marie

I create strategic and financial business plans, financial forecasts, and funding applications for companies needing to structure a project, prepare a funding request, or formalize their development strategy.

I also work on defining funding strategies, preparing fundraising rounds, and addressing specific needs, such as updating an existing business plan, creating financial forecasts, or preparing a banking or investor file.

My experience in corporate finance platforms, private equity, private banking, and management control gives me a good understanding of the expectations of banks, investors, and financial partners. This perspective allows me to produce deliverables that are both rigorous, adapted to the company's context, and directly usable for decision-making or funding searches.

Each mission is tailor-made, depending on the objectives, the company's stage of development, and the intended audience for the documents.
  • French

    Native or bilingual

  • English

    Native or bilingual

Can work on-site
Paris (up to 20km), Marseille (up to 50km), Metz (up to 50km)

Experience

  • Indépendant
    Business plan, funding strategy & fundraising consultant
    CONSULTING AND AUDITS
    July 2026 - Today (1 month)
    Supporting companies in structuring their projects and funding needs:
    Creation of strategic and financial business plans
    Development of financial forecasts and modeling
    Preparation of funding applications for banks and investors
    Definition of funding strategies tailored to company needs
    Support in preparing fundraising rounds
    Fundraising Business plan Financial forecast Funding strategy Financial analysis
  • We Take Part
    Investment Manager
    PRIVATE EQUITY
    November 2023 - June 2026 (2 years and 7 months)
    Paris, France
    Supporting innovative startups in structuring their funding strategies (equity, debt, and hybrid financing)
    Financial, strategic, and non-financial due diligence for companies seeking funding (analysis of business model, financial statements, forecasts, profitability, development prospects, and key risk factors) to assess their eligibility for funding and prepare their presentation to investors
    Preparation of investment files presented to the committee: financial, strategic, ESG analysis, and formulation of investment recommendations
    Drafting investment files, analysis notes, financial memorandums, and regulatory documents for investors
    Managing interactions between executives, investors, advisors, and partners to secure funding operations
    Developing an internal company valuation methodology and contributing to the structuring of the platform's analysis and investment processes
    Developing expertise in structuring funding strategies and preparing companies for the requirements of investors, public funders, and financial partners
    Fundraising Due Diligence Financial analysis Business plan Funding strategy
  • Software Club
    Investment Project Manager
    PRIVATE EQUITY
    October 2022 - October 2023 (1 year)
    Paris, France
    Structuring Private Equity investment operations through dedicated vehicles (average fundraising: €2 million)
    Supporting professional investors (family offices, private investors, and investment firms) throughout the investment process: opportunity analysis, transaction coordination, and file monitoring
    Coordinating communication between investors, management companies, legal teams, and partners
    Producing financial and regulatory reports for investors and monitoring compliance obligations
    Participating in the structuring of KYC/AML procedures to obtain CIF status
    Developing a thorough understanding of professional investors' expectations regarding financial analysis, documentation, and transaction structuring
    Fundraising Private Equity Investor relations Reporting Due Diligence

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Education

  • MBA Market Finance & Trading
    ESLSCA
    MBA Finance de Marché & Trading
  • Master Wealth Management & Private Banking
    ESGF
    Master Gestion de Patrimoine & Gestion Privée

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