Big-firm strategy, delivered with small-town trust.
I bring a decade of private equity experience in acquisitions, capital markets, and analytics to local businesses across North Texas. I help the builders, shop owners, growers, ranchers, and community banks that power Texoma grow with capital strategy, scalable systems, and AI-driven operations. It's Wall Street discipline applied with small-town trust — delivering durable gains, not flashy tools.
Services built for Texoma growth
Straightforward offers for quick scanning. Click to see the real problems we solve for North Texas businesses.
Capital Strategy & Expansion
Bank-ready financials, investor materials, and credible capital plans for growth or succession.
See real problems we solve
Most small businesses in North Texas hit a ceiling not because they lack customers, but because lenders don't trust their numbers. Banks and investors want clean financials, clear plans, and confidence that growth is sustainable. We turn spreadsheets and scattered records into credible, bank-ready packages that win financing—refinance, expansion, or succession—bridging local businesses and capital sources across Texoma.
Systems for Scaling
Dashboards, reporting, and operating workflows that create clarity and control.
See real problems we solve
Growth exposes the cracks: jobs get missed, invoices pile up, and it's unclear which projects are profitable. Across North Texas, many contractors, ranch operations, and shops rely on paper or ad-hoc tools that don't scale. We build simple dashboards, job trackers, and automated reporting that give owners clarity and teams consistency—so operations run cleanly and time goes back to the work that matters.
Smarter Marketing Systems (AI-enabled)
We don't run ad agencies—We make your marketing simpler, cleaner, and more effective with AI-powered systems.
See real problems we solve
Most small businesses struggle with messy contact lists, inconsistent follow-ups, and marketing spend that doesn't always deliver. We focus on CRM clean-up, automated lead follow-up, proposal drafting assistants, campaign dashboards, and pipeline tracking to make marketing spend work harder.
AI in Internal Operations
Automation and decision support for invoicing, scheduling, inventory signals, and knowledge management.
See real problems we solve
Owners and staff waste hours on back-office tasks: invoicing, scheduling, chasing paperwork, and hunting for the "right" document. AI-powered tools quietly take this off your plate. From automated invoicing to scheduling assistants and document copilots, we help North Texas businesses reduce errors, speed decisions, and build reliable internal systems—so the back office stops being the bottleneck.
Transparent pricing
Start with a pilot to prove ROI, move to a project for structured delivery, or retain us for ongoing improvements. No hidden fees—just clear outcomes.
| Tier | What you get | Typical fee |
|---|---|---|
| Pilot (30–60 days) | One focused problem • KPI baseline • Working prototype • ROI summary | $2k–$7k |
| Project | Fixed scope delivery • Training • Documentation • Handover | $3k–$15k |
| Retainer | Ongoing improvements • Reporting • Fractional advisory | $2k, $5k, or $10k/mo |
About Matthew
I grew up in North Texas and co-founded Uplift Capital, an investment firm focused on multifamily and financial services in DFW/Texoma. I spent a decade in the private equity industry before that, working in acquisitions, capital markets, underwriting, analytics, and AI/data transformation.
Amidst all that, I saw a pattern: small businesses face the same problems as large firms – just without the resources or playbooks. My work bridges that gap: Wall Street discipline with small-town trust.
I focus on durable, compounding gains – not flashy tools. Every project leaves your business stronger, clearer, and easier to run.
How we start
- 30-minute discovery call (goals, constraints, KPIs)
- Pilot scope & price (clear outcomes in 30–60 days)
- Implement, train, and document—with your team
Every project includes knowledge transfer and a debrief so your team can sustain results.