I don't just advise.
I build alongside you.
You need bank-ready financials, operational systems that scale, or AI that actually works for your business. Not a 50-page consulting deck. I bring a decade of private equity experience and write the code myself.
Sound familiar?
These problems cost growing businesses six figures a year. Most owners accept them as "just how it is."
"I'm making million-dollar decisions on incomplete data"
Market timing, capital allocation, pricing strategy. The stakes are real but the data is scattered across systems nobody trusts. You're relying on gut-feel when you shouldn't have to.
"I have a CPA, a lawyer, and a financial advisor — but nobody connecting the dots"
Your advisors are good at their lanes. But nobody's looking across tax strategy, entity structure, capital decisions, and operations at the same time. The gaps between those conversations are where the real money leaks.
"My tax strategy doesn't talk to my capital strategy"
Cost segregation, Opportunity Zones, QSBS exclusions, 1031 exchanges — these aren't just line items. They reshape how you structure deals, time exits, and deploy capital. When tax and capital strategy work together, the savings compound. When they don't, you're leaving six figures on the table every cycle.
"We bought the software but nobody's actually using it"
You've invested in tools — CRMs, dashboards, project management platforms — but adoption is low and the real workflows still live in spreadsheets and group texts. The problem was never the software. It's that nobody mapped your actual operations before choosing it.
Who I work with
What makes this different
One advisor. Four problems solved.
Most businesses hire separate consultants for capital, systems, tax strategy, and technology. I handle all four. And I don't just recommend. I build.
Decisions backed by real data
Capital allocation, market timing, pricing strategy — you'll make these calls with clarity instead of gut-feel. I turn scattered data into the same kind of analytical infrastructure I use to manage a $140M portfolio. Scaled for your business.
Tax, capital, and operations — connected
Opportunity Zones, cost segregation, entity restructuring, exit timing — I see how these interact with your capital strategy and build the models that quantify it. One conversation instead of three advisors who never talk to each other.
You own everything I build
Dashboards, automations, financial models, operational platforms — I hand them over with documentation and training. No retainers to keep the lights on. No vendor lock-in. Your team runs it after I leave.
Proof, not promises
Recent work
Real systems built for real businesses. Not mockups or case studies from five years ago.
Market Study Agent
Built an agent-driven platform that produces institutional-quality multifamily market studies, combining public data pipelines with AI analysis and compliance-first reporting.
Read case studyUplift OS
Built the operational backbone for a $140M multifamily real estate portfolio — a full-stack dashboard ingesting rent rolls, comp analysis, turnover reports, and 500K+ general ledger transactions into real-time unit economics and asset management intelligence.
Read case studyRedevelopment Intelligence System
Built a data-driven system that identifies parcels with rising redevelopment pressure by analyzing the relationship between land value, improvement value, and time using public tax records and GIS.
Read case studyWhere is your business leaving money?
Take the 90-second Business Health Assessment. Get a personalized score and see exactly where your biggest opportunities are hiding.
About Matthew
Wall Street experience. Texoma roots.
I spent a decade in private equity: acquisitions, capital markets, underwriting, and building analytical systems for institutional investors across hundreds of millions in transactions.
Today I co-manage Uplift Capital, a real estate private equity firm with a $140M+ multifamily portfolio across DFW and Texoma. I built the operational intelligence platform that runs it. That's my day job.
On the advisory side, I take on a small number of engagements each quarter for business owners who need the same caliber of financial infrastructure, data systems, and strategic thinking. The family businesses I grew up around face the same challenges as large firms. They just don't have the playbooks. That's what I build.
Ready to work together?
I take on a small number of engagements each quarter alongside my work at Uplift Capital. If we're a fit, we'll define a pilot with clear outcomes in 30–60 days.