William H. White, Finance Expert in Denver, CO, United States
William H. White

Finance Expert in Denver, CO, United States

Member since February 15, 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 value, developed pricing & 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.
William is now available for hire

Career Highlights

Education

Case studies

Expertise

Employment

  • Founder | Executive Consultant

    2020 - PRESENT
    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-add strategic and financial consulting to 15+ businesses across diverse industries, markets, and verticals such as consumer AI, enterprise database 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.
    Focus areas: Fundraising, Emerging Technologies, Blockchain, Artificial Intelligence (AI), Financial Analysis, Finance, Financial Modeling, Growth Strategy, Finance Strategy, Business Models, Pitch Decks, Pitch Deck Consultant, Consumer Products, Healthcare, Financials, Three-statement Modeling, Leveraged Buyout Modeling, Go-to-market Strategy, Marketing, Market Research, Capital Raising, Seed Fundraising, Series A, Business Plan Consultant, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Startups, Startup Consulting, Emerging Growth Companies, Change Management, Change Leadership, Financial Planning & Analysis (FP&A), Three Statement Operating Model, Venture Capital, Data Analytics, Market Research & Analysis, Medtech, Fundraising Consultant, Pitch Presentations, Business Strategy, Interim CFO, Pricing, Pricing Models, Marketplaces, Subscriptions, Pricing Consultant, Subscription Pricing, Software as a Service (SaaS), SaaS, Pricing Analysis, Early-stage Funding, Early-stage Startups, Business Modeling, Health, Psychology & Mental Health, Psychology, Revenue & Expense Projections, CFO, Financial Reporting, Financial Reports, Impact Investing, Investments, Investment Committee Advisory, Business Model Consultant, Annual Planning, Annual Operating Plans, Company Strategy, Entertainment & Leisure, Music, Music Streaming, Customer Success, Customer Analysis, Customer Lifetime, Customer Lifetime Value, Digital Marketing, Consumer Marketplaces, Consumer Branding, Management Consulting, Market Assessment, Research, Marketing Reports, United States, Technology Trends, Business Technology, Technology, Early-stage Venture Capital, Investor Presentations, Startup Growth Strategy Development, Content, Platforms, Financial Forecasting, Financial Strategy, Financial Planning, Due Diligence, Cross-border M&A, Public Companies, Tableau, Looker, Data Analysis, Data Analyst, Non-profits, Data Rooms, Oracle
  • Board of Directors, Treasurer

    2018 - PRESENT
    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.
    Focus areas: Non-profits, Education, K-12 Education, Fundraising, Events, Project Management, Team Building, Event Planning, Event Marketing, Annual Planning, Budgeting, Financial Planning & Analysis (FP&A), Accounting
  • Head of Revenue

    2020 - 2021
    Human AI Labs
    • Pitched the go-to-market strategy and commercialization strategy to over 12 VCs as part of seed capital raise, supporting the successful close of a $3.2 million seed round.
    • Designed 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 a year-over-year (YoY) 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, writing a brand book that included mission, vision, and values as well as an official copy, customer research, and persona development.
    • 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.
    Focus areas: Commercialization, 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, Go-to-market Strategy, Market Research, Business Models, Blockchain, Project Leadership, Financial Planning & Analysis (FP&A), Strategy, Customer Success, White Papers, Pitch Deck Consultant, CRM Systems, Business Plan Consultant, Business Planning, Pricing Strategy, Startups, Startup Consulting, Emerging Technologies, Financial Modeling, Three Statement Operating Model, Venture Funding, Data Analytics, Marketing Reports, CFO, Interim CFO, Fundraising Consultant, Business Strategy, Pricing Models, Marketplaces, Pricing Consultant, Subscriptions, Subscription Pricing, Software as a Service (SaaS), SaaS, Early-stage Funding, Early-stage Startups, Business Modeling, Pricing Analysis, Revenue & Pricing Support, Revenue & Expense Projections, Forecasting, Budgeting, Financial Reporting, Business Model Consultant, Annual Planning, Company Strategy, Data Analysis, Marketing Research, Customer Analysis, Customer Lifetime, Customer Lifetime Value, Digital Marketing, Digital Marketing Plan, eCommerce, Customer Acquisition Cost (CAC), Management Consulting, Branding, Brand Building, Brand Development, Customer Journeys, United States, Market Assessment, Consumer Marketplaces, Technology, Early-stage Venture Capital, Startup Growth Strategy Development, Investor Presentations, Content, Platforms, Strategic Planning, Financials, Financial Analysis, Financial Planning, Strategic Finance, Due Diligence, M&A Modeling, Investment Modeling, Investor Relations, Blockchain Consultant, Data Rooms
  • Head of Finance and Corporate Development

    2017 - 2020
    Affordify
    • Supported the development of a go-to-market strategy that resulted in 400% revenue growth, three new product launches, and five times more employees across multiple states in two years.
    • Successfully closed two rounds of seed capital, 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, and 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.
    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 Consultant, Business Plan Consultant, Pro Forma Financial Statements, Pricing Strategy, Startups, Startup Consulting, Emerging Technologies, White Papers, Growth Strategy, Go-to-market Strategy, Three-statement Modeling, Data Analytics, Market Research, CFO, Interim CFO, Medtech, Fundraising Consultant, Pitch Presentations, Business Strategy, Pricing Models, Pricing, Pricing Analysis, Early-stage Startups, Early-stage Funding, Pricing Consultant, Health, Revenue & Pricing Support, Revenue & Expense Projections, Forecasting, P&L, P&L Forecasting, Financial Reporting, Investments, Investment Committee Advisory, Business Modeling, Business Model Consultant, Business Models, Annual Planning, Company Strategy, Data Analysis, Marketing Reports, Marketing Research, Customer Analysis, Customer Lifetime, Customer Lifetime Value, Digital Marketing, United States, Management Consulting, Market Assessment, Investor Relations, Investor Reporting, Technology, Public Companies, Tableau, Data Analyst, Data Rooms
  • Managing Partner

    2009 - 2017
    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.
    Focus areas: Market Research, Private Equity, Due Diligence, Fundraising, Valuation, Negotiation, Technology, Consumer Products, Healthcare, Consulting, Change Management, Financial Consultation, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Pitch Deck Consultant, Pitch Decks, Private Equity Valuation, Consumer Branding, Consumer Packaged Goods (CPG), Leveraged Buyout Modeling, Modeling, Financials, Three-statement Modeling, Project Management, Business Plan Consultant, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Emerging Technologies, White Papers, Growth Strategy, Change Leadership, Go-to-market Strategy, Marketing Research, Three Statement Operating Model, Data Analytics, Market Research & Analysis, Fundraising Consultant, Pitch Presentations, Business Strategy, Pricing Models, Business Models, Early-stage Funding, Pricing Analysis, Pricing, Unit Pricing, Marketplaces, Consumer Finance, Financial Modeling, Subscriptions, Subscription Pricing, Revenue Modeling, Revenue & Pricing Support, Revenue & 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, Investment Banker, Investment Committee Advisory, Business Modeling, Business Model Consultant, Annual Planning, Company Strategy, Entertainment & Leisure, Apparel & Accessories, Data Analysis, Due Diligence Consultant, Customer Analysis, Customer Lifetime, Customer Lifetime Value, eCommerce, Canada, United States, Consumer Marketplaces, Management Consulting, Management, Project Leadership, Leadership, Market Assessment, Consumer Trends, Cross-border M&A, M&A Pipeline Management, Public Companies, Initial Public Offerings, Data Rooms
  • 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.
    • Generated monthly storyboards, produced retention materials, and published the unit’s newsletter, including supporting senior staff with new communications strategies and tactics.
    Focus areas: Research, Government Contracting, Legal Research, Paralegal, Global Operations, Leadership, Data Analytics, Market Research, Pitch Presentations, Security Policies & Procedures, IT Security

Education

  • Master's Degree in Business Administration (MBA)
    2018 - 2020
    University of Denver - Denver, CO, USA
  • Bachelor's Degree in Philosophy and Classics
    2006 - 2010
    University of Colorado Boulder - Boulder, CO, USA

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