Results

The work speaks.

Early-stage engagements, full-stack execution. Every result below was built from scratch — no inherited playbook.

VP-Level Engagement
Freeman Capital
WealthTech Platform · B2B2C SaaS · FinTech
Calvin Williams Jr
Calvin Williams Jr
CEO & Founder, Freeman Capital
LinkedIn

Recruited by the CEO to lead revenue growth and demand generation for a mission-driven WealthTech platform targeting underserved communities. Inherited a fragmented acquisition model with no unified channel strategy and a $25.16 cost per paid user. Rebuilt the full-funnel growth engine from the ground up — paid media, content, lifecycle marketing, and B2B2C partnership strategy — while reporting directly to executive leadership.

603%
New member growth in 90 days (Mar–Jun 2020)
23% MoM
Revenue increase, sustained over engagement period
-92.5%
CAC reduction — $25.16 down to $1.87 per user
220%
Email engagement lift via personalized nurture journeys
$100K ARR
Captured with 98% monthly paid user retention rate
10,089
Total platform members in year one — $343.85 annual revenue per user
$1.87 CPL
Paid acquisition cost after optimization — down from $25.16 at engagement start
Platform Impact on Members
$1.3B+in member net worth tracked
$400M+investment pipeline contributed
$50M+in member liquid assets
Next case study in progress.
Currently taking on one Growth-tier client. Engagement starts Q1 2025.
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Results Across Engagements

603%
User growth in 90 days
92.5%
CAC reduction achieved
23%
MoM revenue growth, sustained
220%
Email engagement increase
98%
Paid user monthly retention
“

We went from spending $25 per user with no clear system to acquiring members at $1.87 while growing 600% in 90 days. Ro didn’t run campaigns — he built the engine that proved our business model actually worked at scale.

Calvin Williams Jr
Calvin Williams Jr
CEO & Founder — Freeman Capital
LinkedIn