Financial Models & KPI Dashboards
Driver-based operating models, SaaS metrics (ARR, NRR, CAC/LTV, Magic Number) and board reporting built for investor-grade diligence.
Fractional CFO + Operating Partner · SaaS & AI
We create clarity.
The financial intelligence, capital strategy and go-to-market alignment that turn promising SaaS and AI companies into fundable, scalable, exit-ready businesses.
For founders, VCs and PE firms who need an operator who builds and executes — not just advises.
$200M+Capital raised alongside founders
$20M+ARR, scaled from $8M in under a year
93%+Forecast accuracy delivered
4Companies through to exit
Finance & GTM leadership at
- Karat
- Jama Software
- OnlineMedEd
- Onaroll
- Novathena
- Oberon
- Corbis
What we do
Where strategy, finance and go-to-market meet.
Engage us as an interim CFO, a fundraising partner, or for a focused workstream — from early stage through Series A–C and beyond.
Capital Strategy & Fundraising
Round narrative, dataroom, investor model and runway scenarios — and investor relations from first call to close.
GTM Alignment
Quota design, pipeline methodology, pricing and comp plans tied to growth — so sales and marketing pull toward the same number.
Operational Planning & Process
Budgeting and forecasting, finance and RevOps stack, and the processes that bring institutional discipline at startup speed.
How we work
The work is always the same.
Get in early, build the model, align the team, and go raise capital.
1
Get in early
Partner directly with the founder to understand the business, the data and where it needs to go.
2
Build the model
One source of truth for plan, runway and revenue — the backbone of board planning and the investor story.
3
Align the team
Quotas, pipeline, pricing and comp tied to the plan, with KPIs everyone can see.
4
Raise capital
Narrative, dataroom and diligence that hold up with top-tier investors, through to close.
Track record
Great clients. Amazing results.
We’ve been fortunate to work with great founders and teams — here are some of the results.
Bill led finance and sales operations at Jama Software as it scaled. In 2024, Francisco Partners agreed to acquire the company for $1.2B. Read the announcement
Jama Software · SaaS · AcquiredDesigned the rolling 36-month model and KPI reporting behind the Tiger Global–led raise, and lifted gross margin 8% with Salesforce deal-desk criteria. Read the announcement
Karat · Series C · UnicornDirected the raise, grew revenue 11% through pipeline, quota and commission redesign, and freed $500K in cash flow by renegotiating debt. Acquired by Archer Review in 2025. Read the announcement
OnlineMedEd · EdTech · AcquiredLed modeling and diligence for the round, improved forecast accuracy 18%, and redesigned tiered pricing to lift retention 16%. Acquired by Array in 2025. Read the announcement
Onaroll · B2B SaaS · Acquired41%YoY ARR growth from SaaS operating plans
$50M+New revenue from cross-functional GTM initiatives
35%Increase in bookings from redesigned comp plans
93%+Forecast accuracy with a new pipeline methodology
“I’ve hired Bill twice — at Corbis and Jama Software. He turns the numbers into decisions that sales, product, and the board all act on. Any founder would be lucky to have him.”
Barry AllenFormer CFO, Jama SoftwareFormer President & COO, CorbisPodcasts & interviews
Hear how Bill thinks.
Conversations on SaaS metrics, fundraising, and aligning finance with go-to-market.
Careers in Finance: Bill Dillmeier
Bill talks through his path into finance — from an entrepreneurial grandfather and early ventures to Wall Street and mortgage banking — and why mentorship, balance and an evolving sense of purpose matter in a fast-paced career.
Watch on YouTube
Meet the founder
Bill Dillmeier
Founder · CFO & Operating Partner
Bill partners directly with founders to build the financial intelligence, capital strategy and operational infrastructure that make companies fundable and exit-ready. For more than a decade he has worked inside venture-backed companies — from early stage through Series A–C and unicorn scale — across SaaS, AI, EdTech, private capital markets and regulated industries.
Before founding EquitySpring in 2017, he led finance and sales operations at Jama Software, Corbis and Washington Mutual. He’s based in the Greater Seattle Area.
Connect on LinkedInLet’s talk.
Raising soon, scaling fast, or need finance leadership now? In 30 minutes we’ll share what we see and where we’d start.