Workflow sprint
2–3 weeks · fixed feeOne workflow, mapped and prototyped on your own data, with cost and accuracy numbers you can make a decision on.
Forward-deployed AI · Interim COO · Strategic CFO
Accelerate growth without growing the team.
A general manager and COO/CFO who builds production AI himself. I have run finance, operations, sales and analytics myself, so I know how to move those functions onto AI and help a company grow without growing the team, without needing a brief. Part-time by preference, full-time when the situation calls for it.
01
The technology
Forward-deployed AI
I find the workflow worth automating, build the AI system in your environment and run it in the daily work until the numbers we agreed on are met.
02
The operation
Interim and fractional COO
When the operation needs a leader: a COO has left, the company has outgrown how it runs, or a deal has to be carried through a transition.
03
The money
Fractional strategic CFO
Forward-looking models, capital plans, board reporting and deal evaluation. Your accountant keeps the books; I plan where the money goes next.
1 personrunning a full software company on AI agents: product, go-to-market, operations and finance
Over halfcut from a startup’s monthly burn, with manual work moved to AI tools
45 daysto design and build a production AI platform, alone
HundredsAI investments evaluated and governed across UnitedHealth Group
The gap
Most AI work stalls between the demo and the business. The pilot worked on a sample. Nobody owns making it run on real data, inside real systems, at a cost that makes sense, with outputs people can trust.
Strategists can’t build it. Engineers handed a vague brief build the wrong thing. A forward-deployed lead closes that gap by doing both, inside your team.
Where it fits
The work that grows with every new customer: sales operations, onboarding, customer success, research and outreach, and the reporting owners and boards need. Moved onto AI, it no longer needs the next round of hires. Healthcare operations and private-equity-owned companies are home ground.
- Sales operations and pipeline
- Customer onboarding
- Customer success and renewals
- Research and outreach
- Contract review
- Management and owner reporting
AI engagements
Three ways to put AI into the work
Each one starts from a single workflow and a number that says whether it worked. COO and CFO engagements are on their own pages.
Deployment
8–12 weeks · 2–3 days a weekThe system built for production, tested, and handed to your team with documentation and a measured result.
Embedded deployment lead
Monthly · part-timeFor AI companies that need someone running customer deployments before they hire a full-time team.
How I build
AI you can put in front of a finance team
The same rules I hold my own platform to.
- 1
Every output is checked
Each AI finding is checked against its source before anyone acts on it. Unsupported answers are dropped, not shown.
- 2
Every run has a cost cap
Model calls are metered and each run stops at a hard limit, so cost per document is a known number.
- 3
Data stays separated
Each customer’s data is kept apart in the database itself, not just in application code.
- 4
Tests hold it to the design
Regression tests run before anything ships, so the system keeps doing what was agreed.
Track record
What I have built
RaiseForge, a production AI platform I designed and built myself. It reads a company’s documents and public records, checks every finding against its sources before anyone sees it, runs under a hard cost cap, and pulls live data from eight federal sources.
Before that: ten years as a software engineer and technical architect, then more than a decade at UnitedHealth Group and Optum as a general manager and COO/CFO. I built a managed analytics business from nothing, led a deal in which a large health system outsourced its entire analytics organization to Optum, and ran the evaluation and governance of AI investment across the enterprise. Since 2023: interim CEO of a digital health company, and finance and operations work inside early-stage companies.
10 yearssoftware engineer and technical architect
10+ yearsUnitedHealth Group and Optum, general manager and COO/CFO
HundredsAI investments evaluated and governed across the enterprise
55%cut from an absorbed 40-person analytics organization’s cost
How I work
Part-time by preference: two to three days a week, remote, with time on site when the work needs it. Most engagements need focused days, not a full-time seat.
Full-time when it’s needed: interim engagements of three to six months while you hire, carry a transition or close a deal, and open to the right full-time leadership role.
Where I know the ground
Healthcare operations are home: more than a decade at UnitedHealth Group and Optum across payers, providers and analytics. Private-equity-owned companies in any industry are the other half: the same finance and operations functions, run on fewer people. The operating and finance work carries across industries, as my earlier years in retail, employee benefits and information services did.
Guides
From the work
How I approach the decisions clients bring me, written down.
Getting an AI pilot into production
Most AI pilots work on a sample and stall before the business relies on them. What has to be true for one to run in the daily work, and who has to own it.
How to decide where to invest in AI
Most companies don't have an AI strategy problem. They have dozens of AI projects nobody can compare. How to get them into one view, score them the same way and decide what to fund, fix or stop.
The first 90 days with an interim COO
An interim COO is hired because something changed: a leader left, the company outgrew how it runs, or a deal has to be carried through. What the first three months should look like, and what to expect at each step.
The financial model your board can act on
Built from drivers, with scenarios, a runway in months and dates, and a capital plan tied to milestones: how to build a model that drives decisions instead of decorating the board deck.
Start with a conversation
An introductory call
You describe the situation: a workflow, an operation that needs a leader, or a plan that needs a CFO. I tell you what I would do first.