Two flagship cases and three smaller ones. All of them are my own ventures and my own work — which means I can show you how they were actually done.
The situation: a founder-led craft producer with the classic pattern — data sprawled across systems that didn’t agree, workflows held together by individual effort, and software subscriptions that fit 80% of the need while the missing 20% created most of the friction.
What I did: ran finance and operations — capital, people, pricing, multi-state distribution, facilities — and built the operating systems along the way, each at the smallest tool that solved the problem:
The result: a company operable beyond the founder’s personal bandwidth — and when I transitioned out, every system went with a written runbook, so nothing depended on my memory.
The situation: government meetings are public but practically opaque — hours of video, dense agendas, votes nobody tracks. I set out to make one person able to do the work of an analysis team, at a quality level people would pay for.
What I built: an AI system that turns the raw meeting record into published analysis and scoring. Roughly half the pipeline is careful data engineering; the other half is structured AI reasoning — with the checks, second looks on high-stakes items, and testing-before-changes that make the output trustworthy enough to sell. When the AI is wrong, there’s a process to find it, correct it, and log it.
Why it matters to you: every reliability problem your company will hit adopting AI — where to trust its judgment, how to catch silent errors, how to change things without breaking what works — I’ve already hit in production, on my own money.
The result: 100+ meetings analyzed across two governments, a multi-year scored dataset, paying subscribers — run by one operator.
Different problems, same pattern: a material outcome, honest about limits, willing to do the unglamorous work.
Outside tax professionals declined Employee Retention Credit work — too much bad practice in that market. I did the work myself, documented exactly what I was and wasn’t qualified to attest, and secured over $200,000 in credits for the company.
We were paying for a project-management platform mostly to run one shipping workflow. I rebuilt it as a purpose-built tool — request form, coordinator queue, live tracking — and canceled the subscription. Immediate, measurable ROI.
Whiskey ages two years before it earns a dollar. I designed an inventory-collateralized financing structure so the aging stock itself carried the growth.
Also on the record: 15 years as a Wall Street Journal–ranked equity analyst · CFO of a Denver entrepreneurship ecosystem · President of the Denver chapter of Keiretsu Forum, the world’s largest angel investor network · mentor and advisor to early-stage companies, from organic wine (Wander + Ivy) to enterprise analytics (PieAX).
The assessment finds them — where the value is, what it costs you today, and what it takes to capture it. It starts with a conversation.
Book a 30-minute conversation Free. Confidential. No commitment required.