Most finance people advise.
I build.
I structure deals, then build the systems that track them—M&A models, automated reporting infrastructure, and custom platforms from scratch. 4+ years FP&A. Florida licensed real estate.
Trusenda CRM
I needed a CRM for industrial real estate. Nothing existed. So I built one.
Trusenda is a complete CRM platform I founded and developed—native iOS app plus full web platform. Lead management, property tracking, automated follow-ups. Now in pilot with active brokers.
Investor Pro Forma
Institutional-grade underwriting. Zero cost.
Cap rates, cash-on-cash returns, breakeven analysis, and 10-year projections. A-F investment grading with strategic recommendations. The same framework I use on real deals.
No signup. No paywall.
What I Do
I work at the intersection of deal execution and system building. The models I create don't sit in a folder—they run the business.
Deals & Capital
- M&A synergy modeling and integration planning
- Real estate transactions and syndications (FL licensed)
- Fundraise materials and investor reporting
- LP/GP structures and partnership agreements
Systems & Automation
- Automated FP&A infrastructure and multi-entity consolidation
- Revenue ops dashboards and analytics
- Custom iOS/web applications
- Financial tools and bespoke platforms
Selected Work
Recent client work.
SaaS Exit Prep
Built comprehensive ARR model with cohort analysis for acquisition diligence.
Surfaced missed expansion revenue that strengthened the seller's position.
Post-Acquisition Integration
Consolidated multi-entity financials post-merger with synergy tracking.
Built automated reporting that replaced manual month-end processes.
Series A Scenario Planning
Built dynamic scenario models covering burn rate, runway, and dilution.
Delivered board-ready materials that streamlined investor conversations.
Templates
Proven frameworks. Free to download.
Clean, functional frameworks you can use today. Custom engagements build on these foundations with automation, multi-entity logic, and scenario engines.
Revenue Waterfall
SaaS retention analysis—new bookings, expansion, contraction, and churn tracking.
Download3-Statement Model
Integrated P&L, balance sheet, and cash flow. Foundation for budgeting and forecasting.
DownloadM&A Deal Model
Synergy modeling, purchase price allocation, and accretion/dilution analysis.
DownloadNeed something custom?
Let's scope it →How I Work
Strategic Advisory
M&A, syndications, fundraise prep. Deal structuring and capital strategy.
FP&A Systems
Automated reporting, dashboards, consolidation. Revenue ops infrastructure.
Custom Development
iOS apps, web platforms, bespoke tools. Full-stack financial applications.
Let's solve something.
Tell me about your challenge.