Two flagship cases and three smaller ones. All of them are my own ventures and my own work, which means I can show you how they were actually done.
The situation: a founder-led craft producer with the classic pattern. Data sprawled across systems that didn’t agree, workflows held together by individual effort, and software subscriptions that fit 80% of the need while the missing 20% created most of the friction.
What I did: ran finance and operations across capital, people, pricing, multi-state distribution and facilities. Along the way I built the operating systems, each with the smallest tool that solved the problem:
The result: a company operable beyond the founder’s personal bandwidth, and when I transitioned out, every system went with a written runbook, so nothing depended on my memory.
The situation: government meetings are public but practically opaque. Hours of video, dense agendas, votes nobody tracks. I set out to make one person able to do the work of an analysis team, at a quality level people would pay for.
What I built: an AI system that turns the raw meeting record into published analysis and scoring. Roughly half the pipeline is careful data engineering; the other half is structured AI reasoning, with the checks, second looks on high-stakes items, and testing-before-changes that make the output trustworthy enough to sell. When the AI is wrong, there’s a process to find it, correct it, and log it.
Why it matters to you: every reliability problem your company will hit adopting AI, including where to trust its judgment, how to catch silent errors, and how to change things without breaking what works. I’ve run into all of them, in production, with my own money.
The result: 100+ meetings analyzed across two governments, a multi-year scored dataset, paying subscribers. Run by one operator.
Different problems, same pattern: a material outcome, honest about limits, willing to do the unglamorous work.
Outside tax professionals declined Employee Retention Credit work, too much bad practice in that market. I did the work myself, documented exactly what I was and wasn’t qualified to attest, and secured over $200,000 in credits for the company.
We were paying for a project-management platform mostly to run one shipping workflow. I rebuilt it as a purpose-built tool with a request form, coordinator queue and live tracking, then canceled the subscription. Immediate, measurable ROI.
Whiskey ages two years before it earns a dollar. I designed an inventory-collateralized financing structure so the aging stock itself carried the growth.
Also on the record: 15 years as a Wall Street Journal–ranked equity analyst · CFO of a Denver entrepreneurship ecosystem · President of the Denver chapter of Keiretsu Forum, the world’s largest angel investor network · mentor and advisor to early-stage companies, from organic wine (Wander + Ivy) to enterprise analytics (PieAX).
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