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

Verified Expert  in Finance

Bio

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

Founder and Executive Consultant
VUCA Strategies
Head of Revenue
Human AI Labs
Managing Partner
Goldblum Lentz

Education Highlights

Master's Degree
University of Denver

Case Studies

Work Experience

Founder and 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-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.
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 Consulting, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Startups, Startup Consulting, Emerging Growth Companies, Change Management, Change Leadership, FP&A, Venture Capital, Data Analytics, Market Research & Analysis, Medtech, Fundraising, Pitch Presentations, Business Strategy, Interim CFO, Pricing, Pricing Models, Marketplaces, Subscriptions, Pricing Consulting, Subscription Pricing, Software as a Service (SaaS), SaaS, Price Analysis, Early-stage Funding, Early-stage Startups, Business Modeling, Health, Psychology & Mental Health, Psychology, Revenue & Expense Projections, CFO, Financial Reporting, Impact Investing, Investments, Investment Committee Advisory, Annual Planning, Annual Operating Plans, Company Strategy, Entertainment & Leisure, Music, Music Streaming, Customer Success, Customer Analysis, Customer Lifetime Value (CLV), 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, Planning, Due Diligence, Cross-border M&A, Public Companies, Tableau, Looker, Data Analysis, Nonprofits, Data Rooms, Oracle, Key Performance Indicators (KPIs), Key Performance Metrics, Cash Flow, Cash Management, Cash Flow Analysis, Cash Flow Modeling, Cash Flow Management, Competition Research, Competitive Strategy, Competitive Intelligence, Competitor Analysis & Profiling, Real Estate Investment Trust (REIT), Education, Edtech Design, Reporting, Internal Financial Reporting, External Financial Reporting, Revenue Projections, Revenue Strategy, Revenue & Pricing Support, Blockchain Platforms, Blockchain & Cryptocurrency, Cryptocurrency, Fintech, Customized Blockchains, Crypto, Cryptoeconomics, Risk, Risk Models, RiskMetrics, Risk Modeling, Recurring Revenue Modeling, Monthly Recurring Revenue (MRR), Brokerage, Lending, Market Sizing, Due Diligence Consultant, Business Coaching, Business Consulting, Corporate, Corporate Finance, Strategy, Corporate Development, Customer Experience Management, Digital Strategy, Digital Marketing Strategy, Credit Analysis, Business Development, New Business Development, Leveraged Buyout (LBO), Deal Sourcing, Deal Flow Origination, B2B Sales Pipeline, B2B, Business to Business to Consumer (B2B2C), B2B2C, Modeling, Cohort Analysis, Metrics, Forecasting

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: Nonprofits, Education, K-12 Education, Fundraising, Events, Project Management, Team Building, Event Planning, Event Marketing, Annual Planning, Budgeting, FP&A, Accounting, Grants, Grant Proposals, Treasury, Cash Management, Cash Flow Analysis, Cash Flow Management, Edtech Design, Private Educational Projects

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, 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.
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, FP&A, Strategy, Customer Success, White Papers, Pitch Deck Consultant, CRM Systems, Business Plan Consulting, Business Planning, Pricing Strategy, Startups, Startup Consulting, Emerging Technologies, Financial Modeling, Three-statement Modeling, Venture Funding, Data Analytics, Marketing Reports, CFO, Interim CFO, Fundraising, Business Strategy, Pricing Models, Marketplaces, Pricing Consulting, Subscriptions, Subscription Pricing, Software as a Service (SaaS), SaaS, Early-stage Funding, Early-stage Startups, Business Modeling, Price Analysis, Revenue & Pricing Support, Revenue & Expense Projections, Forecasting, Budgeting, Financial Reporting, Annual Planning, Company Strategy, Data Analysis, Marketing Research & Analysis, Customer Analysis, Customer Lifetime Value (CLV), Digital Marketing, Digital Marketing Strategy, 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, Planning, Finance, Due Diligence, M&A Modeling, Investment Modeling, Investor Relations, Data Rooms, Key Performance Indicators (KPIs), Key Performance Metrics, Competition Research, Competitive Strategy, Competitive Intelligence, Competitor Analysis & Profiling, External Financial Reporting, Internal Financial Reporting, Investor Reporting, Revenue Strategy, Revenue Modeling, Revenue Analysis, Revenue Management, Revenue Projections, Blockchain Platforms, Blockchain & Cryptocurrency, Customized Blockchains, Crypto, Cryptocurrency, Cryptoeconomics, Recurring Revenue Modeling, Monthly Recurring Revenue (MRR), Risk Modeling, RiskMetrics, Risk Models, Corporate Development, Corporate Finance, Customer Engagement, Customer Experience Management, Digital Strategy, B2B Sales Pipeline, Cohort Analysis, Metrics, Metric Reporting, Modeling, Cash Flow

Head of Finance and Corporate Development

2017 - 2020
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.
Focus areas: Project Management, Seed Fundraising, Venture Capital, Mergers & Acquisitions (M&A), Valuation, Business Planning, Fundraising, Financial Modeling, Research, Capital Raising, Budgeting, FP&A, Pitch Decks, Pitch Books, Pitch Deck Consultant, Business Plan Consulting, 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, Pitch Presentations, Business Strategy, Pricing Models, Pricing, Price Analysis, Early-stage Startups, Early-stage Funding, Pricing Consulting, Health, Revenue & Pricing Support, Revenue & Expense Projections, Forecasting, Profit & Loss (P&L), P&L Forecasting, Financial Reporting, Investments, Investment Committee Advisory, Business Modeling, Business Models, Annual Planning, Company Strategy, Data Analysis, Marketing Reports, Marketing Research & Analysis, Customer Analysis, Customer Lifetime Value (CLV), Digital Marketing, United States, Management Consulting, Market Assessment, Investor Relations, Investor Reporting, Technology, Public Companies, Tableau, Data Rooms, Key Performance Indicators (KPIs), Key Performance Metrics, Post-merger Integration, Competition Research, Competitive Strategy, Competitive Intelligence, Competitor Analysis & Profiling, Internal Financial Reporting, External Financial Reporting, Accounting, Revenue Strategy, Revenue Modeling, Revenue Projections, Revenue Management, Revenue Analysis, Risk, Risk Models, RiskMetrics, Risk Modeling, Corporate Development, Corporate Finance, Corporate Finance Consultant, Customer Experience Management, Deal Flow Origination, Deal Sourcing, Business Development, New Business Development

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, 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 Consulting, Business Planning, Pro Forma Financial Statements, Pricing Strategy, Emerging Technologies, White Papers, Growth Strategy, Change Leadership, Go-to-market Strategy, Marketing Research & Analysis, Data Analytics, Market Research & Analysis, Fundraising, 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 & 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 Committee Advisory, Business Modeling, Annual Planning, Company Strategy, Entertainment & Leisure, Apparel & Accessories, Data Analysis, Due Diligence Consultant, Customer Analysis, Customer Lifetime Value (CLV), 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, Key Performance Metrics, Key Performance Indicators (KPIs), Post-merger Integration, Business Consulting, Corporate Development, Corporate Finance, Corporate Finance Consultant, Deal Flow Origination, Deal Sourcing, Deal Analysis, Deal Closure, Leveraged Finance, Leveraged Buyout (LBO), Leverage Analysis, Business, Business Development, New Business Development

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
2018 - 2020

Master's Degree in Business Administration (MBA)

University of Denver - Denver, CO, USA

2006 - 2010

Bachelor's Degree in Philosophy and Classics

University of Colorado Boulder - Boulder, CO, USA

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, 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, 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)

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