Operations for investment firms, built by someone who runs one.

I’m a FINRA-registered broker. My desk has no staff; software does their job, and I wrote it. I build the same for funds, family offices and RIAs that still run on a COO and spreadsheets.

Book 15 minutes See what I run

An order on the desk, written from an email by the morning job

Written by the morning job

A real order. A Claude agent read the email, checked the counterparty’s history, and wrote this. I reviewed it before it touched the book. Names changed.

How I work

Fixed prices, short engagements, a working system at the end of each. No audits, no decks.

Pilot buildStart here

Pick the workflow that eats your team’s week. In two to three weeks it runs on its own, in production, with your people reviewing instead of typing.

Inbox to records: emails, PDFs and spreadsheets into structured data
Investor or client outreach with the rules enforced in code
Reporting that assembles itself: letters, statements, dashboards

$7,500 to $15,000fixed, credits toward more

Platform build

The larger systems: investor CRM and coverage, LP reporting, portfolio data collection, document processing. Architecture through production, four to eight weeks.

$15,000 to $40,000fixed scope

Fractional CTO

Twenty hours a week, six months at a time. I own the stack, the vendors and the AI roadmap, and I keep shipping. For firms that need a senior technologist and not a hire.

$8,000 to $10,000 a month30-day notice

What I run

The systems behind my own desk, every weekday. Screens are real; counterparty names are blurred.

PrivateMarketView

67,000 companies, 55,000 investors, nightly SEC pipelines. A data product 2,000 people use.

premieralts.com

The brokerage’s storefront. Live blocks published from the CRM; every inquiry lands back on the order.

The desk

Who is waiting on a word, what is overdue, the whole book with a next date on every row.

Campaign list with sent, opened and replied counts

The outreach engine

87,000 contacts, 387 campaigns. Cooldowns, per-firm caps and the brand wall enforced in code.

All six screens, with what each one does.

Three steps

Every engagement starts the same way.

Fifteen minutes

I show you the agent that runs my desk, live. You name the workflow that eats your team’s week. I tell you whether a two-week build fixes it.

A one-page scope

Within a day: the workflow, what done looks like, the fixed price, the start date. You sign or you don’t.

Live in production

Two to three weeks later it is running on your data with your people reviewing it. Keep it, extend it, or put me on retainer.

About

Twenty years in financial services, nine of them at Bank of America leading engineering on a platform fifteen thousand people used every day. Before that I ran trading and operations for Polen Capital through a 5x growth in assets. Since 2020 I have run a secondary-market brokerage, and built every system it runs on myself.

I know what a capital call, a reconciliation break or a quarterly letter costs a small team, because I pay it. That is why the builds are short and the prices are fixed.

FINRA Series 7 and 63, registered with GT Securities
US Patent 11,403,315, AgileView, Bank of America Innovation Award 2019
Node, TypeScript, Python, Postgres, Claude and OpenAI APIs, Vercel, AWS
Yardley, Pennsylvania. Remote, or NYC and Philadelphia in person.

Fifteen minutes, live, no deck.

Bring the workflow that eats your team’s week. I’ll show you mine running and tell you if yours is a two-week build.

Book 15 minutes