ScalePoynt

The League

Bill CFO exec

A finance leader with over a decade of experience helping SaaS start-ups scale from Series A to unicorn status.

Bill

Financial models, SaaS KPI dashboards and GTM systems — the infrastructure that makes a company scaleable and exit-ready.

GTM Executive · GTM

01 · Who I am

The short version.

The short version, in blocks.

Started as

An interim CFO

At Onaroll, a hospitality loyalty platform. Now founder of Equity Spring Partners and head of finance at FEV Analytics.

Hats worn

CFO · Founder

Plus head of finance — strategic insight and the hands-on side of it.

Based

USA

Working with B2B SaaS businesses and start-ups.

02 · What I’m known for

Call me about these.

What founders come to me for, when to call, and what I get up to when I am not working.

Top 3 I’m known for

  1. 01GTM StrategistMarket analysis, pricing and pro forma modelling, joined up with the sales plan that carries them.
  2. 02Operational and Financial PlannerOperating plans that balance growth against operational discipline and compliance.
  3. 03Scale and ExitCapital strategy and financial intelligence, so the business is buildable, scaleable and exit-ready.

Call me when…

  1. 01You want detailed financial models, SaaS KPI dashboards and GTM systems.
  2. 02You want a fractional CFO and operating partner building the infrastructure underneath it.

Outside it

Startup425

I volunteer as a coach, mentor and advisor, supporting underrepresented founders.

03 · Big wins

What I have done.

A decade of scaling SaaS start-ups and putting lean, automated process underneath them.

Big 3 Personal Wins

Numbers I have put on the board.

  1. $50M+ in new revenue

    What I apply to startups today
    Led cross-functional GTM initiatives — market analysis, pricing and pro forma modelling — and 35% more bookings from compensation plans that paid for the right behaviour.
  2. 41% YoY ARR growth

    What I apply to startups today
    Designed and executed SaaS operating plans that balanced growth against operational discipline and compliance.
  3. $5M raised in equity finance

    What I apply to startups today
    Ran investor outreach, facilitated diligence and streamlined term sheet negotiation. Forecast accuracy of 93%+ is what made the numbers credible.

04 · Learn from me

Free, and in my own words.

A combination of strategic insight and hands-on financial expertise, aimed at B2B SaaS businesses and start-ups.

One-minute tips

05 · How to work with me

Four ways in.

Advisory, fractional, or project basis. Most founders start at one and work down the list.

01

1:1 advisor call

60 minutes

One problem, on the table, with a straight answer at the end of it.

  • ✓Pick the problem in advance
  • ✓Written summary and next steps
  • ✓Credited if you go further
Book a call

02

1-month play

1 month

One play from the playbook, run end to end with your team.

  • ✓Financial model, KPI dashboard or GTM system
  • ✓Weekly working session
  • ✓You keep the artefacts
Talk about a play

03

3-month gameplan

3 months

A quarter of plays in sequence, with the outcome defined on day one.

  • ✓Gameplan written up front
  • ✓Three plays, one a month
  • ✓Monthly executive reporting
See gameplans

04

Fractional C-suite

Ongoing

A CFO and operating partner seat on your team — in your org chart and in the room.

  • ✓Hands-on, not advisory
  • ✓Can show on your org chart
  • ✓Expert bench behind me
See membership plans

Want this coach in your corner?

Two calls. Free 12 month GTM Gameplan.