Financial Modeling

Structures raise, allocate, and manage capital across ventures, including funds, syndications, and investor relationships.

Built a real-time cryptocurrency data platform and public website for index data processing and analytics — processing and serving live market data from...

Frameworks manage acquisition, onboarding, retention, and expansion of customers over time.

Put together a deal to acquire an apartment complex as a real estate syndication. Built financial models, created the Private Placement Memorandum, developed...

Platforms match supply and demand participants while enforcing rules, pricing, and trust mechanisms that enable transactions.

Built personal data infrastructure years before that was a phrase — automated transaction imports across all accounts, evolving through Mint, Monarch, QuickBooks, Fivetran, and Postgres after the 2024 sunset.

QuickBooks is Intuit's small-business accounting platform — a tool I know well but no longer recommend, and one I help clients migrate off of.

Projects involving real estate acquisition, syndication, and investment analysis.

Mechanisms distribute income among stakeholders based on contribution, ownership, or agreement.