William H. White
Verified Expert in Finance
Management Consulting Expert
Denver, United States
Toptal member since April 30, 2020
Will is an executive consultant with a wealth of experience supporting startups and mid-sized business growth. He has successfully led M&A transactions for $350 million, developed pricing and GTM strategies for emerging-technology startups, and supported clients through VC pitches. Will has a genuine passion for helping businesses navigate volatility, uncertainty, complexity, and ambiguity (VUCA) to fundraise, refine their strategy, and ultimately accelerate growth.
Career Highlights
Education Highlights
Case Studies
Expertise
- Emerging Technologies
- Financial Modeling
- Fundraising
- Go-to-market Strategy
- Growth Strategy
- Mergers & Acquisitions (M&A)
- Pitch Deck Consultant
- Pricing Strategy
Work Experience
Founder and Executive Consultant
VUCA Strategies
- Developed the pricing strategy for a blockchain, 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, on-prem database solutions, healthcare digital marketing, and more.
- Helped startups and SMBs navigate volatility, uncertainty, complexity, and ambiguity (VUCA) to raise capital, enhance their business and financial strategy, and ultimately accelerate growth.
Board of Directors, Treasurer
Destination Imagination Colorado
- 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.
Head of Revenue
Human AI Labs
- Pitched the go-to-market strategy and commercialization strategy to over 12 VCs as part of a seed capital raise, supporting the successful close of a $3.2 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), customer lifetime value (LTV), churn, and cost of goods analysis.
- 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, and a brand book that incorporated mission, vision, values, and an official copy.
- Built out a customer relationship management (CRM) platform that included webhooks to six data sources, a lead and customer journey drip campaign, and a detailed dashboard to measure conversion and drive growth.
Head of Finance and Corporate Development
Affordify
- Supported the development of a go-to-market strategy that resulted in a 400% revenue growth, three new product launches, and five times more employees across multiple states in two years.
- Successfully closed two seed capital rounds, raising $1.2 million at increasing valuations.
- 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, including SQL queries, Tableau visualizations, and data leveraged for strategic insights.
- Partnered with operations, marketing, sales, and technology teams to develop financial planning and analysis (FP&A) models, product pricing, strategic planning, objectives, and key results (OKR) processes.
- Used GAAP accounting functions, closing monthly financials, accounts payable (AP) and accounts receivable (AR), aging analysis, and revenue recognition.
- Oversaw HIPAA, PCI, and SOC1 compliance, including performing internal audits.
Managing Partner
Goldblum Lentz
- Completed $350 million in successful 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.
- Negotiated numerous M&A transactions to achieve better client outcomes, including adding over $5 million in client liquidity.
- Mentored cross-functional individuals, completing industry research, due diligence, and marketing efforts, all while governing global business development that included 550+ private-equity firms, 100 strategic targets, and 300+ potential clients.
- Provided consulting services for three varying businesses and gained additional business through exceptional service and dedication. Assessed numerous target businesses independently, becoming the go-to resource for more complex projects.
- Developed detailed business-analysis materials, including financial models, multiple valuation approaches, pro forma modeling, and strategic analysis models.
General Manager
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.
- Generated monthly storyboards, produced retention materials, and published the unit’s newsletter, including supporting senior staff with new communications strategies and tactics.
Education
Master's Degree in Business Administration (MBA)
University of Denver - Denver, CO, USA
Bachelor's Degree in Philosophy and Classics
University of Colorado Boulder - Boulder, CO, USA
Skills
Finance
Budgeting, Forecasting, Revenue Modeling, Revenue & Expense Projections, Startup Funding, Data Analysis, Seed Fundraising, Pricing Strategy, Financial Advisory, Due Diligence, Capital Raising, Private Company Valuation, Equity Raises, Price Analysis, Cost Management, Total Addressable Market (TAM), Valuation Modeling, Transaction Modeling, Transaction Structuring, Leveraged Buyout Modeling, Financial Planning & Analysis (FP&A), Financial Modeling, Market Research, Funding Strategy, Mergers & Acquisitions (M&A), Private Equity, Finance Strategy, Project Finance, M&A (Buy-side), M&A (Sell-side), Debt Raises, Pricing, Fundraising, Three-statement Modeling, Private Equity Valuation, M&A Modeling, CFO, Unit Pricing, Financial Reporting, P&L Forecasting, Profit & Loss (P&L), Investment Briefs, Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC), Cash Flow, Cash Management, Cash Flow Modeling, Lending, Corporate Finance, Deal Analysis, Angel/Seed Funding, Investment Return Scenario Analysis, Net Debt Analysis, Bank Covenants, Valuation, Venture Funding, Debt Structuring, Capital Budgeting, Blockchain, Series A, Accounting, Risk Analysis, REITs, Cross-border M&A, Credit Analysis, Pro Forma Financial Statements, DCF Valuation, Internal Financial Reporting, External Financial Reporting, Revenue Management, Risk, Risk Models, RiskMetrics, Monthly Recurring Revenue (MRR)
Output Software
Microsoft PowerPoint, Microsoft Excel
Data & Analysis Software
Financial Data, Capital IQ, SQL, Tableau, Salesforce, Microsoft Access, Intuit QuickBooks, Xero Accounting, Looker
Industry Expertise
Apparel & Accessories, Venture Capital, Early-stage Startups, Confidential Information Memorandum (CIM), Consumer Products, Nonprofits, Consumer Finance, Health, Footwear, Video Gaming, Healthcare, Technology, Government, Financial Services, Logistics, Public Companies, Entertainment & Leisure, Music
Geographic Expertise
United States, Germany, South Korea, Mongolia, Canada
Other
Deal Structuring, Negotiation, Term Sheet Negotiations, Financial Data Analytics, Data Analytics, Fundraising Consultant, Pitch Deck Consultant, Financial Closing, Early-stage Funding, Financial Analysis, Investment Banking, Financial Consultation, Change Management, Consulting, Research, Global Operations, Paralegal, Legal Research, Financing, PowerPoint Design, Executive Summaries, Executive Presentations, Financial Statements, Capital Advisory, Leveraged Finance, Investor Presentations, Project Analysis, Company Analysis, Teasers, Startup Consulting, Startup Growth Strategy Development, Go-to-market Plans, Customer Segmentation, Value Chain, Growth Strategy, Startups, Pitch Books, Business Plan Consulting, Small & Medium-sized Enterprises (SME), Competitive Intelligence, Strategy, eCommerce, Business Strategy, Business Planning, Business Analysis, Financials, Budget Modeling, Business Models, Market Sizing, Pricing Models, Pitch Decks, Emerging Technologies, Go-to-market Strategy, Commercialization, Pitch Presentations, Project Leadership, White Papers, Consumer Packaged Goods (CPG), Modeling, Marketing Research & Analysis, Market Research & Analysis, Marketing Reports, Slack, Transaction Comparables, Zoom, Writing & Editing, Critical Thinking, Critical Analysis, Interim CFO, Subscriptions, Pricing Consulting, Subscription Pricing, Revenue & Pricing Support, Clothing, Investments, Investment Analysis, Private Equity Consultant, Customer Analysis, Due Diligence Consultant, Consumer Marketplaces, Management Consulting, Market Assessment, Customer Journeys, Management, Consumer Trends, Financial Forecasting, Planning, Strategic Planning, M&A Pipeline Management, Investment Modeling, Investor Reporting, Key Performance Indicators (KPIs), Key Performance Metrics, Cash Flow Analysis, Cash Flow Management, Competition Research, Competitive Strategy, Competitor Analysis & Profiling, Fintech, Brokerage, Business Coaching, Business Consulting, Corporate Development, Customer Engagement, Corporate Finance Consultant, Leveraged Buyout (LBO), Deal Sourcing, Deal Flow Origination, Deal Closure, Leverage Analysis, Business, Canvas, Healthcare Services, Data, Data Rooms, Databases, HIPAA Compliance, PCI DSS, Excel VBA, Visual Basic for Applications (VBA), Gaming, Contract Manufacturing, Early-stage Venture Capital, Angel Investing, Software as a Service (SaaS), Business Modeling, Project Management, Government Contracting, Dashboards, Dashboard Design, Financial Reporting Dashboards, Loans, Mortgages, Marketing, Leadership, Manufacturing, Business Services, SaaS, Artificial Intelligence (AI), Drip Email, Consumer Branding, GAAP, Customer Success, CRM Systems, Change Leadership, Emerging Growth Companies, Asana, Microsoft Power BI, Microsoft Teams, Innovation Management, Medtech, Marketplaces, Psychology & Mental Health, Psychology, Impact Investing, Investment Committee Advisory, Branding, Brand Building, Brand Development, Technology Trends, Initial Public Offerings, Post-merger Integration, Grants, Grant Proposals, Treasury, Blockchain Platforms, Blockchain & Cryptocurrency, Cryptocurrency, Crypto, Cryptoeconomics, Customer Experience Management, Digital Strategy, Business Development, New Business Development, Health IT, C#, Python, Finance, Consumer Electronics, Hardware, Healthcare Supply Chains, Decision Modeling, Human Resources (HR), Annual Planning, Annual Operating Plans, Company Strategy, Music Streaming, Digital Marketing, Digital Marketing Strategy, Business Technology, Content, Platforms, Investor Relations, Education, K-12 Education, Events, Team Building, Event Planning, Event Marketing, Security Policies & Procedures, IT Security, Oracle, Real Estate Investment Trust (REIT), Edtech Design, Private Educational Projects, Reporting, Revenue Projections, Revenue Strategy, Revenue Analysis, Customized Blockchains, Risk Modeling, Recurring Revenue Modeling, Corporate, B2B Sales Pipeline, Cohort Analysis, Metrics, Metric Reporting, B2B, B2B2C, Business to Business to Consumer (B2B2C)
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring