I turn small teams into dangerous ones
with AI.
Not decks. Not strategies. Agents and automations deployed in production, owned by your team.
Currently building EightAI. VC-backed. Shipping AI agents in regulated healthcare. Previously: VC at a $300M fund, equity research at J.P. Morgan covering Google, Facebook, Amazon, and Netflix.
Approach
Forward deployed. Not advisory. Not agency.
I embed directly with founders, execs, and operators to build AI systems against the workflows that actually run your business. Not advising from the outside. Not handing off a prototype and disappearing. I sit with your team, write production code, and deploy systems that handle real work on real data.
Most consultants deliver a PDF. Agencies deliver a dependency. I deliver working software your team owns and operates after I leave. Every system ships with documentation, monitoring, and a clean handoff so your team can maintain and extend it without me.
A typical engagement runs 8–12 weeks and ends with working systems your team owns. For companies raising capital, I also bring a VC's eye to your story, your deck, and your investor strategy. I've sat on both sides of the table: evaluating 500+ deals as a VC, and raising venture capital twice as a founder. I wrote about why this works and why most AI consulting doesn't here.
Process
Embed, build, deploy, leave.
A typical engagement runs 8–12 weeks. You end up with working systems and full ownership. No ongoing retainer, no vendor dependency. The goal is always to make myself unnecessary.
01
Embed
I sit with your team for the first 1-2 weeks. Map workflows, identify bottlenecks, understand how work actually gets done. I observe real operations, talk to the people doing the work, and identify the highest-leverage automation targets. No assumptions, no pre-built playbooks.
02
Build
Ship AI agents and systems against real data and real workflows. Working software, not slide decks. I build in iterative cycles with your team reviewing working prototypes weekly. Every system is built on production-grade frameworks with proper error handling, logging, and testing.
03
Deploy
Push to production with guardrails, monitoring, and integration into the tools your team already uses. Systems go live with real users handling real data. I stay on through the initial deployment period to tune performance, handle edge cases, and ensure reliability.
04
Transfer
Hand off ownership. Document everything. Your team runs it without me. Every engagement ends with complete documentation, recorded walkthroughs, and a transition period where your team operates the system with me as backup. No vendor lock-in, no recurring dependency.
Services
The work.
Three areas where I deploy most often. Each engagement is scoped to your specific workflows and needs, not a pre-packaged offering.
AI Agents & Automation
Custom AI agents built on production frameworks, deployed against your actual business workflows. I build agents that process documents, automate multi-step operations, handle customer communications, and integrate with the tools your team already uses -- Slack, email, CRMs, databases, and internal systems. Every agent ships with guardrails, error handling, and monitoring. These are production systems handling real data, not demos or proofs of concept. At EightAI, I build AI agents that process sensitive healthcare data for non-technical staff. I apply the same production rigor to every client engagement.
Strategic Finance & Fundraising
Financial modeling, runway analysis, cap table structuring, and fundraising strategy built on 7 years of Wall Street equity research at J.P. Morgan, Oppenheimer, and Lehman Brothers. I have evaluated 500+ deals as a VC and helped founders raise from Seed through Series B. Services include pitch deck teardowns, investor targeting and warm introductions, financial model builds, equity and SAFE structuring, and live pitch coaching. I approach fundraising the way institutional investors evaluate it -- because I have been that investor.
Executive AI
AI systems designed for how executives and operators actually work. Automated daily briefings that pull from email, Slack, CRM, and calendar into a single actionable summary. Personal workflow automation that handles scheduling, follow-ups, research, and document preparation. Executive CRM systems that track relationships, surface context before meetings, and log interactions automatically. Decision support tools that aggregate data from across your organization. Every system is built around your existing tools, not a new dashboard you will not use.
Background
Wall Street, venture capital, two startups, and a decade of shipping.
Entrepreneurship
EightAI: Founder & CEO
VC-backed AI company automating healthcare administrative operations. Production AI agents handling credentialing, licensing, and payer enrollment. Used by non-technical staff on sensitive, regulated data. Built from zero to production in under 6 months. The system processes thousands of credentialing documents monthly using AI agents that understand healthcare-specific forms, state licensing requirements, and payer enrollment rules.
Ludis Analytics: Cofounder, COO & Product
B2B intelligence platform helping companies segment and target audiences. Backed by TransLink, Raptor Group, 76 Capital, IgniteXL, and others. Built the product from initial concept through paying customers. The platform used data science and machine learning to help B2B companies identify and prioritize high-value audience segments.
Venture Capital
US VC Partners | CNTP
$300M global, multi-stage technology fund with 40+ portfolio companies across Consumer Internet, Enterprise SaaS, Deep Tech, and Cybersecurity. Sourced and evaluated deals, led diligence, and supported portfolio companies on go-to-market strategy, financial planning, and follow-on fundraising. Reviewed 500+ opportunities across the investment pipeline.
Plum Alley Investments
Venture Partner at an early-stage fund investing in strong female founders and diverse leadership. Evaluated early-stage deals and supported portfolio founders on product strategy, financial modeling, and investor communications.
Wall Street
J.P. Morgan, Internet Equity
Covered Google, Facebook, Amazon, Twitter, Netflix, and 15+ names. Institutional Investor ranked team. Key transactions: Facebook, Alibaba, Twitter, and Trulia IPOs. Published institutional equity research on internet companies with a combined market cap exceeding $1 trillion at the time of coverage.
Oppenheimer & Co
Internet equity research. Covered Google, Yahoo, Netflix, Amazon, and others. Built and maintained detailed financial models for internet companies. Produced institutional research covering search, e-commerce, streaming, and digital media.
Earlier
Equity research at Kaufman Bros (TMT), investment banking at Lehman Brothers, Morgan Stanley, and Merrill Lynch. Began career in investment banking at bulge bracket firms, working on M&A transactions and capital markets deals in technology and media.
I've spent my career at the intersection of technology, finance, and operations. I know how companies get funded, how investors evaluate, and what it takes to ship real products. I'm as comfortable in a board room as I am deploying production code.
Across 15+ years in technology and finance, the through line is the same: understand how a business actually works, then build systems that make it work better. I've written equity research that moved billion-dollar stocks, evaluated hundreds of venture deals, built two companies from scratch, and shipped production AI systems handling regulated data. I work at the intersection of building and investing because I've done both.
Who I work with
Teams and leaders that want results, not reports.
Founders & CEOs
Production AI agents built against your company's actual workflows. Fundraising strategy, pitch deck teardowns, and investor targeting informed by experience on both sides of the table. Personal workflow automation that handles your email, calendar, CRM, and daily briefings so you can focus on building.
Operators & executives
AI-powered daily briefings, team-level workflow automation, and decision support systems built around your existing tools. Executive AI infrastructure that pulls from email, Slack, CRM, and internal data to surface what matters before you need to ask for it.
SMBs & growth-stage
Targeted AI automation for the operational bottlenecks that slow growth: lead qualification, customer onboarding, invoice processing, internal reporting, and data entry. Systems are built to work with your existing tools and designed for non-technical teams to operate from day one.
Venture firms
AI agents for deal flow management, automated diligence workflows, portfolio monitoring, and LP reporting automation. I also work directly with portfolio companies on AI strategy, helping founders ship AI systems faster. Built by someone who has been on the investment team.
In the community
Hundreds of OpenClaw builders packed a venue in SF for the first ClawCon.
OpenClaw is an open-source AI agent framework I helped pioneer. The community grew to hundreds of builders running autonomous AI agents on local hardware and cloud infrastructure. The first ClawCon meetup in San Francisco brought them together in person.
“For weeks, we've been the crazy ones building agents, skills, and buying mac minis and VPS. Tonight felt like validation that we're not crazy... we're early.”
Let's talk.
I take on consulting and advisory engagements with companies that need AI systems built and deployed. Engagements start with a free 15-minute intro call to determine fit and scope. No pitch, no pressure.
I'm also open to senior executive and operator roles where AI enablement is central to the mandate. Based in San Francisco, available to work with companies anywhere.
Read about how I work →