Introducing the talent

Hi, I'm William L.

William L. is an accomplished finance executive and venture capital expert with over 15 years of experience in financial management, strategic development, and entrepreneurial ventures. His career spans roles as a VC General Partner, CFO, and investment banker, equipping him with extensive expertise in financial modeling, capital raising, and business strategy. William has a proven track record of advising both Fortune 500 companies and startups, delivering impactful solutions and strategic insights to drive growth and success.

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Strengths

Experience

Executive (8-10)

Expertise

Customer Retention Strategy
Strategic Partnerships
Product Strategy
Strategy

Languages

English C2

Geo

United States

Recent wins at KICKSTARTER

Established a robust financial framework for a global corporate film and entertainment company, paving the way for a successful private equity fundraising campaign.

28%

CPQL Decrease

16%

Sales department offload

70%

Qualifying job applications

Skill rundown

Creativity

Thinking outside the box to develop innovative and captivating marketing campaigns that capture attention and resonate with the target audience.

Overall 76%

Communication

Effective verbal and written communication skills to convey ideas, collaborate with team members, and engage with clients or customers.

Overall 70%

Customer focus

Understanding and anticipating customer needs, preferences, and behaviors to develop targeted marketing strategies and deliver exceptional customer experiences.

Overall 85%

Analytics

Proficiency in using analytical tools and methods to collect and analyze data, measure performance, and derive actionable insights for marketing strategies and campaigns.

Overall 55%

Tools

Familiarity with various marketing tools and technologies, such as CRM systems, email marketing platforms, social media management tools, and analytics software, to streamline and enhance marketing activities.

Overall 72%

Professional experience

Strategic Financial Advisor

Feb 2024 - Jul 2024
Private Client

Provided transformative financial and strategic advice, helping clients achieve significant business growth and operational improvements.

Seeking Part-Time VP of Finance

May 2022 - May 2024
Private Client

Delivered expert financial leadership and management, contributing to the client’s financial health and strategic direction.

Venture Capital Consulting (Business Plan/Strategy)

Jan 2024 - May 2024
Private Client

Developed a comprehensive business plan and strategy for a corporate film and entertainment company, preparing them for a major private equity fundraising effort.

Experienced CFO for Financial Model and Valuation Analysis

Feb 2024 - Mar 2024
Private Client

Designed a detailed cap table and waterfall report, supporting the client's financial planning and valuation needs.

Cap Table Modeling with SAFEs at Different Valuations

Jan 2024 - Feb 2024
Private Client

Created and analyzed a cap table with various SAFE valuations, providing crucial insights for investment and financial planning.

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Teamlex tripled our growth rate and increased revenue by 900%. We achieved 5 times our KPIs! Their ferocious marketing guidance and strategic foresight propelled us to achieve milestones like never before!
Alexander Zheltov
CEO and Co-Founder, Educate Online, US-based EdTech startup
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