About Us

Company Leadership

We help SaaS, Software, and Emerging Technology businesses develop and deploy better business strategy, tools, and capital in a way that makes a difference in their bottom-line.
Will Cordes, Managing Partner Cordes Consulting
William Cordes, Managing Partner

For the past 8 years, Will has been solving business financial problems for clients in software businesses, and emerging technology companies. Over the course of his career, he has operated, advised and invested in over 100 leading software and technology-enabled businesses.

After graduating from The Ohio State University, with cum laude honors and a BSBA in Finance, Will spent his early professional years working in investment banking for Key Banc Capital Markets and Wells Fargo Securities. During this period, he focused on M&A, debt, and equity transactions for clients within the Technology, Media, and Telecom (TMT) coverage group. Will served many blue-chip clients during this time, including, AT&T, CenturyLink, Alliance Data Systems, Scripps Networks, Gray Television, AEG Entertainment, The Staples Center, Apartments.com, MarketTrack, and ViaSat, amongst others. Will completed 15 debt, equity and M&A transactions worth a cumulative $4.5B. As a top performing investment banker, Will gained a wealth of experience and insights into corporate strategy, capital raising and financial modeling and analysis.

After leaving the investment banking arena, Will continued to hone his skillset within M&A and Corporate Development, with a focus on Software and Software-as-a-Service businesses. He led M&A for MarketTrack, a Vista Equity Partners portfolio company. He also leads the corporate development and M&A activities for Infogix, focused on enterprise data governance SaaS business. Both of these opportunities have further developed Will’s knowledge and skills in developing unique financial solutions for SaaS business problems.

Recognizing the special financial needs of SaaS businesses, and software companies migrating to subscription based business models, led Will to start his own consulting practice. Since founding Cordes Consulting LLC, Will continues to focus on software and SaaS companies, providing expert financial consulting services. Key services include SaaS Financial Modeling & Analysis, Management Consulting & Advisory, Fundraising & Transaction Support, and Outsourced CFO Services. Over this eight-year period, Will’s accomplishments are impressive and include:

  • Trusted adviser to more than 40 leading Software and SaaS business partners providing strategic guidance and outsourced CFO services.
  • Developed an integrated package of SaaS financial tools used by SaaS businesses and software companies desiring to move toward a subscription based business model
  • Completed over 300 SaaS financial modeling engagements
  • Completed 15 debt, equity and M&A transactions worth a cumulative $4.5B
  • Accomplished angel investor, making over 24 investments with four successful exits completed

Will is also an accomplished angel investor, making over 24 investments since early 2014. In that short timeframe, four portfolio companies have successfully exited (Dollar Shave Club, Fitmob, Geekatoo and TurboAppeal).

Meelan Patel, Consultant Cordes Consulting
Meelan Patel, Consultant

For the past 7 years, Meelan has been solving business and financial problems for clients in the technology and business services sectors.  After graduating from the University of Maryland, with a BS in Finance and Accounting, Meelan worked in investment banking for KPMG Corporate Finance, Wells Fargo Securities, and Signal Hill Capital. During this period, he focused on financial modeling and valuations, buy and sell-side M&A, private capital advisory, and business & strategic planning for emerging businesses as well as publicly traded global conglomerates.

His transaction experience includes comprehensive transaction execution, including drafting and authoring of offering memorandum, development of detailed, bottoms-up operating models for use in marketing documents and virtual data rooms, identification and preparation of strategic buyer and investor lists, marketing of active client engagements in broad and targeted auction processes and completion of business and financial due diligence. This transaction experience has provided Meelan with an understanding of not just financial modeling, but in-depth expertise across the various business models across the technology and services verticals, enabling him to serve as a trusted, strategic partner to his clients.

Client Testimonials

Extremely thankful to have expert help …

Cordes Consulting provides expert help to Geekatoo

Will has helped us in a variety of ways, from defining alternate business strategies and modeling their business impact, to providing needed information to support additional capital funding. We knew from the beginning that we were in good company with the questions he asked us about our business. Since he’s invested, he’s offered to help us many times, including how to think about future valuation and the components that make this up. As we move into our Series A territory, I’m extremely thankful we have Will’s expert help with us to navigate the process and ensure we’re on the right track.

Kevin Davis, CEO
Geekatoo

Extraordinarily responsive and repeatedly took the initiative …

I worked with Will on a complex transaction with evolving regulatory requirements, higher than normal leverage and a tight timeline.  Will worked extraordinarily hard to get up to speed with the industry and the multiple anomalies in the deal.  He was extraordinarily responsive and repeatedly took the initiative to prepare client documents before I asked for them.  I would hire Will again in a heartbeat.

Tom Fencl, Managing Partner
Wisper Ventures

Very knowledgeable and responsive …

I would highly recommend Will for your financial modeling and consulting needs.  While participating in Y Combinator, we needed help building a financial model and we came across Will’s website.  Will is very knowledgeable and super responsive.  We look forward to partnering with Will on future projects.

 

Wayne Anderson, Founder & CPO
SmartAlto

Experts in transitioning to a subscription sales model …

We brought in Cordes Consulting to help us transition from a legacy perpetual license sales model to a subscription sales model given their expertise within SaaS. Will and the Cordes Consulting team proved to be very knowledgeable of the space and worked hand-in-hand with our team every step of the way. Cordes Consulting would be an asset to any software business in need of financial and business modeling services.

Karsten Newbury, SVP and GM
Gerber Technology

Immediately impressed with their experience and knowledge …

We were in the market for a fractional CFO to help us build a financial model and prepare us for a potential fundraise, but had difficulty locating someone with a strong SaaS background. Eventually, we teamed with Cordes Consulting and were immediately impressed with their experience and knowledge. Cordes Consulting quickly generated a complete financial model and acted as the internal finance lead on our $5 million Series A fundraise.

Benny Baltrotsky, CSO
eSUB Construction

Efficiently created presentation and deal materials for fundraise …

Cordes Consulting provided strategic consulting services and immediately fit in like an active team member. They worked quickly and efficiently and tackled every obstacle in what ultimately became a complex project. We would highly recommend their services to anyone considering the use of a consultant for any sort of financial engagement.

Paul Mulvaney, Principal
SE Capital

Improve your business performance -- contact Cordes Consulting today.

Cordes Consulting is a Chicago based consulting firm specializing in financial services for Software-as-a-Service (SaaS) and emerging technology businesses. We offer free initial consultations to evaluate how we can help you. If you would like to discuss a potential consulting assignment, or just have a question about our business we are always available to help you.

Cordes Consulting, LLC
710 N. Orleans, Unit A
Chicago IL 60654

Telephone: +1 513-312-8476
E-mail: Will@SaaSFinancialConsulting.com

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