William H. 怀特,美国丹佛的金融专家
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William H. White

Verified Expert  in Finance

欧博体育app下载专家

Location
丹佛,美国
Toptal Member Since
April 30, 2020

Will is an executive consultant with a wealth of experience supporting startups and mid-sized business growth. 他成功地领导了M&以3.5亿美元成交, developed pricing and GTM strategies for emerging-technology startups, 并通过风险投资来支持客户. Will has a genuine passion for helping businesses navigate volatility, uncertainty, complexity, 和模糊性(VUCA)来筹集资金, 完善策略, 最终加速增长.

Career Highlights

Head of Revenue
Human AI Labs
Managing Partner
Goldblum Lentz

Education Highlights

Master's Degree
University of Denver

Case Studies

Work Experience

创始人兼执行顾问

2020 - PRESENT
VUCA Strategies
  • 为区块链开发定价策略, technology-based inventory management startup focused on the aerospace sector, enabling rapid change and improving market positioning.
  • Established proposal supporting materials through in-depth reviews; created a unique financial model, unit cost analysis, and a financial analytics dashboard for a concierge medicine startup.
  • Developed pitch materials and a financial model for a database technology partner focused on Oracle compliance and database tool consolidation, gaining multiple referrals through excellent client service.
  • Provided exceptional, value-added strategic and financial consulting to 15+ businesses across diverse industries, markets, and verticals, such as consumer AI, B2B/B2C SaaS tools, 本地数据库解决方案, 医疗保健数字营销, and more.
  • 帮助初创企业和中小企业应对波动, uncertainty, complexity, 和模糊性(VUCA)来筹集资金, 加强他们的业务和财务战略, 最终加速增长.
重点领域:筹款, 新兴技术, Blockchain, 人工智能(AI), Financial Analysis, Finance, Financial Modeling, Growth Strategy, Finance Strategy, Business Models, Pitch Decks, Pitch Deck顾问, Consumer Products, Healthcare, Financials, Three-statement建模, 杠杆收购模型, 市场策, Marketing, Market Research, Capital Raising, Seed Fundraising, Series A, 商业计划咨询, Business Planning, 预估财务报表, Pricing Strategy, Startups, Startup Consulting, 新兴成长型公司, Change Management, Change Leadership, Financial Planning & Analysis (FP&A)、风险投资、数据分析、市场研究 & Analysis, Medtech, 融资顾问, Pitch Presentations, Business Strategy, Interim CFO, Pricing, Pricing Models, Marketplaces, Subscriptions, Pricing Consulting, Subscription Pricing, 软件即服务(SaaS), SaaS, Price Analysis, Early-stage Funding, Early-stage Startups, Business Modeling, Health, Psychology & 心理健康,心理学,收入 & Expense Projections, CFO, Financial Reporting, Impact Investing, Investments, 投资委员会谘询, Annual Planning, 年度经营计划, Company Strategy, Entertainment & Leisure, Music, Music Streaming, Customer Success, Customer Analysis, 客户终身价值, Digital Marketing, 消费者市场, Consumer Branding, 欧博体育app下载, Market Assessment, Research, Marketing Reports, United States, Technology Trends, Business Technology, Technology, 早期风险投资, 投资者的演讲, 创业公司成长战略, Content, Platforms, 财务预测, Planning, Due Diligence, Cross-border M&A, Public Companies, Tableau, Looker, Data Analysis, Nonprofits, Data Rooms, Oracle, 关键绩效指标(kpi), 关键绩效指标, Cash Flow, Cash Management, Cash Flow Analysis, Cash Flow Modeling, Cash Flow Management, Competition Research, Competitive Strategy, 竞争情报, Competitor Analysis & Profiling, 房地产投资信托基金, Education, Edtech, Reporting, 内部财务报告, 对外财务报告, Revenue Projections, Revenue Strategy, Revenue & 定价支持,区块链平台,区块链 & Cryptocurrency, Cryptocurrency, Fintech, 定制Blockchains, Crypto, Cryptoeconomics, Risk, Risk Models, RiskMetrics, Risk Modeling, 经常性收入模型, 每月经常性收入(MRR), Brokerage, Lending, Market Sizing, 尽职调查顾问, Business Coaching, Business Consulting, Corporate, Corporate Finance, Strategy, 公司发展, 客户体验管理, Digital Strategy, 数字营销策略, Credit Analysis, Business Development, 新业务发展, 杠杆收购(LBO), Deal Sourcing, 交易流程发起, B2B Sales Pipeline, B2B, B2B2C, 企业对企业对消费者(B2B2C), Modeling, Cohort Analysis, Metrics, Forecasting

董事会,财务主管

2018 - PRESENT
目的地想象科罗拉多
  • Served on the board of directors at Destination Imagination. Their mission is to engage young adults in project-based challenges designed to build confidence and develop extraordinary creativity, critical thinking, communication, and teamwork skills.
  • Led fundraising and revenue generation initiatives, including organizing multiple fundraising events.
  • Oversaw the nonprofit's accounting and financial planning and analysis functions.
重点领域:非营利组织, Education, K-12 Education, Fundraising, Events, Project Management, Team Building, Event Planning, Event Marketing, Annual Planning, Budgeting, Financial Planning & Analysis (FP&A), Accounting, Grants, Grant Proposals, Treasury, Cash Management, Cash Flow Analysis, Cash Flow Management, Edtech, 私人教育项目

Head of Revenue

2020 - 2021
Human AI Labs
  • Pitched the go-to-market strategy and commercialization strategy to over 12 VCs as part of a seed capital raise, 支持3美元的成功收盘.2 million seed round.
  • Designed a robust AI consumer-product commercialization and pricing strategy with a six-step execution plan to layer in blockchain for an ultimate initial coin offering.
  • Partnered with the CEO and founding team to identify the business strategy around messaging, branding, customer success, commercialization, and finance with an eye toward ten times year-over-year growth.
  • Developed a detailed go-to-market strategy and an accompanying GTM model that included detailed customer acquisition cost (CAC), 客户终身价值(LTV), churn, 以及商品成本分析.
  • Oversaw the company's accounting, financial planning and analysis, and financial strategy.
  • Led the rebranding efforts that included negotiating domain purchase, customer research, persona development, 还有一本包含使命的品牌书, vision, values, and an official copy.
  • Built out a customer relationship management (CRM) platform that included webhooks to six data sources, 引导和客户旅程点滴活动, and a detailed dashboard to measure conversion and drive growth.
重点领域:商业化, Pricing, Fundraising, Seed Fundraising, Drip Email, Marketing, Consumer Branding, Growth Strategy, Finance Strategy, Series A, Writing & Editing, Accounting, GAAP, Venture Capital, Pitch Decks, Pitch Presentations, 市场策, Market Research, Business Models, Blockchain, Project Leadership, Financial Planning & Analysis (FP&A), Strategy, Customer Success, White Papers, Pitch Deck顾问, CRM Systems, 商业计划咨询, Business Planning, Pricing Strategy, Startups, Startup Consulting, 新兴技术, Financial Modeling, Three-statement建模, Venture Funding, Data Analytics, Marketing Reports, CFO, Interim CFO, 融资顾问, Business Strategy, Pricing Models, Marketplaces, Pricing Consulting, Subscriptions, Subscription Pricing, 软件即服务(SaaS), SaaS, Early-stage Funding, Early-stage Startups, Business Modeling, Price Analysis, Revenue & 定价支持、收益 & Expense Projections, Forecasting, Budgeting, Financial Reporting, Annual Planning, Company Strategy, Data Analysis, Marketing Research & Analysis, Customer Analysis, 客户终身价值, Digital Marketing, 数字营销策略, eCommerce, 客户获取成本(CAC), 欧博体育app下载, Branding, Brand Building, Brand Development, Customer Journeys, United States, Market Assessment, 消费者市场, Technology, 早期风险投资, 创业公司成长战略, 投资者的演讲, Content, Platforms, Strategic Planning, Financials, Financial Analysis, Planning, Finance, Due Diligence, M&A Modeling, Investment Modeling, Investor Relations, Data Rooms, 关键绩效指标(kpi), 关键绩效指标, Competition Research, Competitive Strategy, 竞争情报, Competitor Analysis & Profiling, 对外财务报告, 内部财务报告, Investor Reporting, Revenue Strategy, Revenue Modeling, Revenue Analysis, Revenue Management, Revenue Projections, Blockchain Platforms, Blockchain & Cryptocurrency, 定制Blockchains, Crypto, Cryptocurrency, Cryptoeconomics, 经常性收入模型, 每月经常性收入(MRR), Risk Modeling, RiskMetrics, Risk Models, 公司发展, Corporate Finance, Customer Engagement, 客户体验管理, Digital Strategy, B2B Sales Pipeline, Cohort Analysis, Metrics, Metric Reporting, Modeling, Cash Flow

财务和企业发展主管

2017 - 2020
Affordify
  • Supported the development of a go-to-market strategy that resulted in a 400% revenue growth, 三款新产品发布, and five times more employees across multiple states in two years.
  • Successfully closed two seed capital rounds, raising $1.200万美元,估值不断上升.
  • Guided the business development team and provided customer analysis and strategy, pricing guidance, and product expertise to empower the team to open doors and close deals.
  • Led the cross-functional team that was the Nexus for data, 包括SQL查询, 场景可视化, 利用数据获得战略见解.
  • 与运营部门合作, marketing, sales, and technology teams to develop financial planning and analysis (FP&A) models, product pricing, strategic planning, objectives, and key results (OKR) processes.
  • 使用GAAP会计功能, 月末财务报表, 应付账款(AP)和应收账款(AR), aging analysis, 收入确认.
  • Oversaw HIPAA, PCI, and SOC1 compliance, including performing internal audits.
Focus areas: Project Management, Seed Fundraising, Venture Capital, Mergers & Acquisitions (M&A), Valuation, Business Planning, Fundraising, Financial Modeling, Research, Capital Raising, Budgeting, Financial Planning & Analysis (FP&A), Pitch Decks, Pitch Books, Pitch Deck顾问, 商业计划咨询, 预估财务报表, Pricing Strategy, Startups, Startup Consulting, 新兴技术, White Papers, Growth Strategy, 市场策, Three-statement建模, Data Analytics, Market Research, CFO, Interim CFO, Medtech, 融资顾问, Pitch Presentations, Business Strategy, Pricing Models, Pricing, Price Analysis, Early-stage Startups, Early-stage Funding, Pricing Consulting, Health, Revenue & 定价支持、收益 & 费用预测,预测,利润 & Loss (P&L), P&L Forecasting, Financial Reporting, Investments, 投资委员会谘询, Business Modeling, Business Models, Annual Planning, Company Strategy, Data Analysis, Marketing Reports, Marketing Research & Analysis, Customer Analysis, 客户终身价值, Digital Marketing, United States, 欧博体育app下载, Market Assessment, Investor Relations, Investor Reporting, Technology, Public Companies, Tableau, Data Rooms, 关键绩效指标(kpi), 关键绩效指标, 全力投入, Competition Research, Competitive Strategy, 竞争情报, Competitor Analysis & Profiling, 内部财务报告, 对外财务报告, Accounting, Revenue Strategy, Revenue Modeling, Revenue Projections, Revenue Management, Revenue Analysis, Risk, Risk Models, RiskMetrics, Risk Modeling, 公司发展, Corporate Finance, 企业财务顾问, 客户体验管理, 交易流程发起, Deal Sourcing, Business Development, 新业务发展

Managing Partner

2009 - 2017
Goldblum Lentz
  • 成功完成3.5亿美元的M&A transactions, including four years as a transaction leader of a team of seven.
  • Developed two turnaround-business plans and over a dozen growth-oriented business plans for clients.
  • 协商了许多M&一个事务,以实现更好的客户结果, 包括增加了500多万美元的客户流动资金.
  • 指导跨职能人员, 完成行业调研, due diligence, 营销方面的努力, all while governing global business development that included 550+ private-equity firms, 100个战略目标, 和300多个潜在客户.
  • Provided consulting services for three varying businesses and gained additional business through exceptional service and dedication. 独立评估众多目标企业, becoming the go-to resource for more complex projects.
  • 开发详细的业务分析材料, 包括金融模型, 多重估值方法, pro forma modeling, 战略分析模型.
重点领域:市场研究, Private Equity, Due Diligence, Fundraising, Valuation, Negotiation, Technology, Consumer Products, Healthcare, Consulting, Change Management, 金融咨询, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Pitch Deck顾问, Pitch Decks, 私募股权估值, Consumer Branding, 包装消费品, 杠杆收购模型, Modeling, Financials, Three-statement建模, Project Management, 商业计划咨询, Business Planning, 预估财务报表, Pricing Strategy, 新兴技术, White Papers, Growth Strategy, Change Leadership, 市场策, Marketing Research & 分析,数据分析,市场研究 & Analysis, 融资顾问, Pitch Presentations, Business Strategy, Pricing Models, Business Models, Early-stage Funding, Price Analysis, Pricing, Unit Pricing, Marketplaces, Consumer Finance, Financial Modeling, Subscriptions, Subscription Pricing, Revenue Modeling, Revenue & 定价支持、收益 & Expense Projections, Health, Budgeting, CFO, Forecasting, Financial Reporting, Mortgages, REITs, M&A Modeling, M&A (Buy-side), M&A (Sell-side), Investments, Investment Banking, Investment Analysis, Investment Briefs, 投资委员会谘询, Business Modeling, Annual Planning, Company Strategy, Entertainment & Leisure, Apparel & Accessories, Data Analysis, 尽职调查顾问, Customer Analysis, 客户终身价值, eCommerce, Canada, United States, 消费者市场, 欧博体育app下载, Management, Project Leadership, Leadership, Market Assessment, Consumer Trends, Cross-border M&A, M&A管道管理, Public Companies, 首次公开募股, Data Rooms, 关键绩效指标, 关键绩效指标(kpi), 全力投入, Business Consulting, 公司发展, Corporate Finance, 企业财务顾问, 交易流程发起, Deal Sourcing, Deal Analysis, Deal Closure, Leveraged Finance, 杠杆收购(LBO), Leverage Analysis, Business, Business Development, 新业务发展

General Manager

2001 - 2016
United States Army
  • Led a global team in four countries and nine offshore resources to achieve record-breaking numbers of successful legal actions.
  • Created a SQL database used by the US Army Court of Appeals.
  • Mentored and counseled 100+ soldiers as a dedicated leader and supportive mentor.
  • Selected by 8th US Army to have lunch with then-President Bush and NSA Condoleezza Rice due to dedication and communication skills.
  • Awarded numerous commendations and medals for joint (cross-functional) leadership and service.
  • 每月生成的故事板, 生产的保留材料, 并出版了该部门的通讯, including supporting senior staff with new communications strategies and tactics.
重点领域:研究, 政府合同, Legal Research, Paralegal, Global Operations, Leadership, Data Analytics, Market Research, Pitch Presentations, Security Policies & 程序、资讯科技保安
2018 - 2020

工商管理硕士(MBA)

丹佛大学-美国科罗拉多州丹佛市

2006 - 2010

哲学和古典文学学士学位

科罗拉多大学博尔德-博尔德,科罗拉多州,美国

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