START YOUR NEXT PROJECT
WITH UPWIND STRATEGIES!

HOW IT WORKS

EMPOWERING BUSINESS OWNERS.
REALIZING DREAMS.
FOSTERING DEVELOPMENT.

1.

OUR BREAD AND BUTTER:

FINANCIAL MODELING
INVESTOR DECKS

Understanding how creative talent and business processes mix in your business is our first step.  From there, we custom build useful financial models to test, validate, and communicate your goals.  Finally, we design a beautiful presentation that conveys the excitement of your concept, your brand aesthetic, and a clear ask from your audience.
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2.

OUR LEGACY:

CDFI BUSINESS LOANS
GOV’T PROGRAMS

We specialize in helping small companies raise funding from CDFIs.  CDFIs are not-for-profits that help create and retain jobs and support under-served entrepreneurs through business loans.  Since 2011, we’ve helped over 70 companies, both start-ups and growing ventures, raise in excess of $25 million through these programs and help create over 300 jobs.  We’re also specialists in government incentives; from tax abatement, industrial development, to employment, we can find the right fit for your business.
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3.

INTRODUCING:

BOOKKEEPING FOR SMALL BUSINESSES

Leveraging our years of experience advising hundreds of small companies, Upwind Strategies provides a bookkeeping service that’s affordable, but goes beyond just keeping your transactions up to date.  We couple finance expertise with bookkeeping diligence to give you insights and metrics to know how well your operation is doing.
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TAKE ACTION

GET A FREE CONSULTATION WITH
UPWIND STRATEGIES!