Capital to Code
Four problems. One advisor.
Most business owners hire four different people for capital, systems, tax strategy, and technology.
They pay more, wait longer, and end up with advice that doesn't connect.
I handle all four. And I don't just tell you what to do. I build it with you.
This is for you if:
- You run a business doing $1M+ in revenue
- Your problems are complex enough that off-the-shelf software doesn't fit, but you're not large enough to have a full internal technical team
- You're in North Texas (or willing to work with someone who is)
- You want engineered systems with documentation and handoff, not consulting reports that sit on a shelf
- You're ready to invest in custom-built solutions because the ROI from better systems is material to your business
This is NOT for you if:
- You want someone to "pick their brain" for free
- You need a yes-man who won't challenge your assumptions
- You're looking for the cheapest option
- You want advice without implementation
What makes this different from traditional consulting
I don't outsource the technical work. I build it.
Deep Technical Capability
- Python data engineering: ETL pipelines, PostGIS geospatial databases, multi-source data integration
- AI/ML systems: Forecasting models that learn from historical patterns, agent-driven platforms that synthesize multi-source data
- Platform architecture: Reusable libraries, reproducible research pipelines, version-controlled systems
Financial & Analytical Sophistication
- Institutional modeling: DCF valuation, waterfall mechanics, scenario analysis
- Unit economics: Property-level, tenant-level, job-level profitability tracking
- Fund operations: Capital accounts, investor reporting, compliance structures
Systems Thinking
- Complexity management: Multi-tenant systems, audit trails, data governance
- Reproducibility: Every decision traceable to source data and model version
- Documentation-first: Operating manuals, ETL documentation, handoff training
Every project in my portfolio involves writing production code, building financial models, or designing data infrastructure. I bring a decade managing $20B+ in real estate portfolios, but I can also write the Python ETL pipeline to automate your investor reporting. Capital to code — that's the difference.
Decision Infrastructure
The Problem
You're making consequential calls — when to expand, where to allocate capital, how to price — on scattered data nobody trusts. Your "reporting" is a spreadsheet someone updates monthly, if they remember. You have the data somewhere. You don't have the infrastructure to use it.
What I Build With You
- Custom analytical dashboards built on your actual data — not a generic BI tool with 40 unused tabs, but systems designed around the decisions you actually make
- Multi-source data integration: accounting, operations, CRM, market data — normalized into a single source of truth through automated ETL pipelines
- Institutional-grade financial models: DCF valuation, scenario analysis, sensitivity testing, waterfall mechanics — the same frameworks managing a $140M portfolio, scaled for your business
- Automated financial infrastructure: capital accounts, debt service schedules, reserve tracking, distribution waterfalls — systems that generate the numbers instead of someone re-keying them every month
The Outcome
Capital allocation, pricing, expansion timing — you make these calls with the same analytical infrastructure that manages institutional portfolios. Decisions shift from gut-feel to data-backed confidence, and investors take you seriously because your story finally matches your numbers.
Connected Advisory
The Problem
You have a CPA. A lawyer. Maybe a financial advisor. Each one is good in their lane. But nobody's looking across tax strategy, entity structure, capital deployment, and operations at the same time. Every time one advisor makes a move, it creates implications the others don't see. The gaps between those conversations are where the real money leaks.
What I Build With You
- Unified strategic models that connect tax, capital, and operations in one framework — so you can see how a restructuring decision ripples through your tax position, financing options, and cash flow simultaneously
- Entity structure analysis: is your current setup costing you? We model the tax impact of restructuring before you commit, not after
- Capital raising infrastructure: bank-ready packages, investor materials, and the data systems behind them — I've been on the other side reviewing these deals
- Succession and exit planning that accounts for tax timing, entity structure, and capital needs simultaneously — not three separate conversations that never connect
The Outcome
One conversation replaces three that never talked to each other. Your CPA, attorney, and financial advisor get a roadmap that connects their work instead of operating in silos. You walk into bank meetings and partner negotiations with confidence because every number tells the same story.
Tax & Capital Strategy
The Problem
Cost segregation, Opportunity Zones, QSBS exclusions, 1031 exchanges — you've heard of them. But nobody has shown you how they reshape your capital strategy. Your CPA files your returns accurately. That's their job. But proactively connecting tax optimization to deal structure, exit timing, and capital deployment? That's a different skill set. When tax and capital strategy work together, the savings compound. When they don't, you're leaving six figures on the table every cycle.
What I Build With You
- QSBS qualification & tracking: exclude up to $10M in capital gains on exit, with documentation systems to maintain compliance through the event
- Opportunity Zone positioning: identify qualified investments, model the tax benefit timeline, and structure entries to maximize deferral and exclusion
- Cost segregation + 1031 exchange planning: accelerate depreciation, time exchanges to compound with your capital strategy — not as standalone line items, but integrated into your deal models
- Tax-aware financial models that quantify the difference: "here's what this deal looks like with cost seg vs. without, with OZ vs. without" — so you decide with numbers, not assumptions
The Outcome
Tax strategy stops being a rear-view-mirror exercise. You see how every structure, timing decision, and capital move interacts before you commit. The savings often pay for the engagement many times over.
Operational Systems & AI
The Problem
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 — and nobody built the connective tissue between the tools you already own.
What I Build With You
- Operational process mapping before any technology decisions — understand the real workflows, not the ones on the org chart
- Custom integrations and automations: connect the tools you already own — CRM to accounting, field data to dashboards, scheduling to invoicing — so information flows instead of being re-entered by hand
- Domain-specific AI tools: not generic chatbots, but systems built on your business logic (ag-tech: rotational grazing optimization using weather + forage models; CRE: redevelopment pressure scoring from multi-year tax records + GIS; market intelligence agents that synthesize 30+ data sources into actionable analysis)
- Full documentation and handoff: operating manuals, ETL documentation, training — your team runs it after I leave, no retainers to keep the lights on
The Outcome
Your team actually uses what gets built — because it was designed around how they work, not how a vendor thinks they should. 15–40% reduction in wasted time. You stop paying for software that sits idle and start getting returns on the technology investment you've already made.
How every engagement works
No surprises. No scope creep. No endless discovery phases.
Assessment
30-minute call to understand your situation. If I can't help, I'll tell you and point you to someone who can.
Pilot Scope
We define one clear problem to solve in 30–60 days. Fixed price. Measurable outcome. No open-ended retainers until we've proven value.
Build Together
I don't disappear for weeks and return with a deck. We work together, you see progress in real-time, and your team learns the systems.
Handoff
Every engagement ends with documentation and training. You own the systems. You don't need me to maintain them.
Investment
Transparent pricing. No hidden fees. No surprise invoices.
Pilot
30–60 days
$2K–$7K
One focused problem. Clear deliverable. Prove ROI before committing to more.
Project
2–4 months
$5K–$15K
Full solution. Implementation, training, documentation, and handoff included.
Retainer
Monthly
$2K–$10K/mo
Ongoing advisory + implementation. For businesses that want fractional access.
Currently accepting 2 new engagements this quarter
Not sure which service you need?
Take the 90-second assessment. I'll show you exactly where your business is leaving money on the table, and whether I can help.