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 need capital but can't get a term sheet"
You're ready to expand, refinance, or bring in a partner. But lenders want projections and documentation you don't have. Deals stall. Opportunities expire. Growth waits.
"We're growing, but the chaos is killing margin"
Revenue's up but profit isn't keeping pace. Your "system" is spreadsheets, tribal knowledge, and a few people who keep everything in their heads. Every new hire makes it worse.
"My CPA files returns but isn't finding the $100K savings"
QSBS exclusions, cost segregation, entity restructuring, accelerated depreciation. Your accountant isn't wrong. They're just not proactively surfacing what you don't know to ask for.
"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.
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.
Bank-ready in 60 days
Institutional-grade financials, investor materials, and capital strategies built with the same frameworks used in $500M+ transactions. Scaled for your business.
One advisor, not four vendors
Capital strategy, operational systems, tax-aware structuring, and AI automation. One relationship. Everything connects. No hand-offs between people who don't talk.
Systems that outlive the engagement
I build the dashboards, configure the automations, train your team, and hand over documentation. You own everything. You don't need me to keep the lights on.
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.