Years of experience: 16

Investor RelationsM&A ExpertFounderCEOAdvisorBusiness Analyst

Trust Score

Exceptionally trusted; proven professional excellence.

80%
William's Career Path
Co Host - Podcast Small Cap SundayJan. 2024 -
Dec. 2024
The Dales ReportCo Host - Podcast Small Cap Sunday
Toronto, Ontario, CanadaEvery week, after in-depth research, we discuss five small-cap opportunities. We share which ones we would buy and which ones seem like traps. Join the other 40K YouTube subscribers who watch the show each Sunday at 8 pm EST. https://www.youtube.com/@TheDalesReport
Chairman of the Board and CEOJul. 2021 -
Aug. 2022
SentimenTraderChairman of the Board and CEO
Greater Minneapolis-St. Paul AreaSundial Capital was established in the year 2000 and is most well known for its website Sentimetrader.com. SentimenTrader.com focuses on the objective application of investor sentiment, as well as breadth- and price-based analysis to spot lower-risk, higher-reward opportunities. The analysts of Sentimentrader were quoted over 60 times in 2021 by media, including the WSJ, Bloomberg and Financi...
Trustee and Private Credit AnalystAug. 2018 -
Present
Steepe & CoTrustee and Private Credit Analyst
Toronto, Ontario, CanadaAt Steepe & Co., I serve as a Trustee of the U.S. Bridge Loan Fund Trust, a private credit feeder fund for Canadian Institutions, Family Offices, and Pension Funds. My role focuses on leading research initiatives on US-based private and public debt/credit funds in which USBLF invests.

William's Posts

  • Startups

    I seek early-stage ventures with a passionate team, scalable business model, and a strategic path to value creation. Open to diverse sectors and regions, I provide angel investment to foster innovation and drive growth.

  • About VC

    With 25 years in private equity, I founded a valuation firm and manage over $100M in a private credit fund. I've invested in 20+ startups, achieving notable exits. My extensive network and diligence skills support successful capital raising and strategic investments.

  • How to contact

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  • How I can help you

    I ensure financial stability by crafting investor-ready models, designing KPI dashboards, and managing cash flow. I prepare data rooms, lead due diligence, negotiate terms, install controls, oversee monthly closes, and produce board reports to support growth.

  • People I am looking for

    Looking for collaboration with venture-backed startup founders and CEOs from pre-seed to Series B. Open to working with venture capital partners and accelerator managers seeking reliable fractional CFO support.

  • Experience & Cases

    - Guided a fintech SaaS startup to a $5M seed raise, enhancing gross margin by 8%. - Restructured costs for a $12M e-commerce brand, freeing $4M in cash. - Secured $30M debt for a health clinic roll-up. - Supported a renewable energy firm to IPO readiness, negotiating a $50M bridge loan.

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