I Structure Deals and Build the Systems to Track Them
Strategic finance with operational excellence. M&A, syndications, and scalable systems. FAU Finance '20 • 4+ Years FP&A • $2M+ Closed.
Trusenda CRM
A complete real estate CRM platform I founded and built. Native iOS app + full web platform.
iOS App
Swift & SwiftUI
Web Platform
React + PostgreSQL
Lead management, property tracking, automated follow-ups
Swift, React, PostgreSQL, Netlify, StoreKit 2
Founder & sole developer. Built everything from scratch.
Start the Conversation
Tell me about your project. Whether it's strategic advisory, system building, or custom development.
What I Build
I support clients from structuring the deal through building tracking models and automating reporting.
Strategy & Deals
- • M&A synergy models and integration planning
- • Real estate transactions and syndications
- • Licensed real estate agent with $2M+ in closed transactions
- • Fundraise materials and investor reporting
- • Partnership and joint venture deal structures
Operations & Systems
- • Automated FP&A infrastructure and reporting systems
- • Multi-entity consolidations and roll-up models
- • Revenue operations dashboards and analytics
- • Custom financial tools and calculators
- • Native iOS and web application development
"I don't just analyze deals—I source and close them. I don't just recommend systems—I build them. This combination of vision and execution is what drives real value."
Let's Discuss Your ProjectSelected Work
Real projects. Measurable results.
SaaS Revenue & Exit Planning
Built ARR model supporting $35M valuation at 5x multiple.
Identified $400K ARR in uncaptured expansion revenue.
Post-Acquisition Integration
Consolidated 15 entities post-merger with synergy tracking.
Identified $1.2M in synergies, saved 120 hours/month.
Growth Scenario Planning
20+ scenarios modeled for $8M Series A raise.
Reduced fundraising timeline by 6 weeks with board-ready materials.
"Exceptional analytical skills and execution. Delivers working solutions, not just recommendations."
Tech Stack
Finance-focused, but technically proficient.
Analysis
Excel • Financial Modeling • FP&A
Automation
Python • VBA • SQL
Visualization
Power BI • Custom Dashboards
Deal Tools
CoStar/LoopNet • CRM/Pipeline • Market Analysis
Development
Swift • React • PostgreSQL
Delivery
Documentation • Training • Handoff
General Dynamic Templates
Simplified versions of the frameworks I use—good starting points for basic analysis.
Custom client work includes enterprise-grade models with advanced automation, multi-entity consolidation, integration planning, and comprehensive scenario analysis.
Revenue Waterfall
Track recurring revenue metrics: new bookings, expansion, contraction, and churn. Basic framework for SaaS revenue retention analysis.
Download TemplateFinancial Statements
Build integrated P&L, balance sheet, and cash flow statements. Foundational structure for budgeting and basic forecasting.
Download TemplateM&A Deal Model
Analyze acquisition deals with synergy modeling, purchase price allocation, and accretion/dilution analysis. Starting framework for deal evaluation.
Download TemplateNeed custom models built for your specific situation?
Let's discuss your requirements →How I Work
From fractional CFO advisory to hands-on system building, I offer services tailored to your needs.
Strategic Advisory
M&A modeling, deal structuring, syndication setup, fundraise preparation
FP&A Systems
Automated reporting, consolidation models, dashboard development, revenue ops
Custom Development
iOS apps, web platforms, financial tools, bespoke solutions
Ready to solve your next challenge?
Licensed RE Professional • Deal Execution • System Building • Measurable ROI
Let's TalkLet's Discuss Your Next Move
Whether it's structuring a deal, building a system, or solving a complex problem.
(561) 718-6725 Schedule a CallBased in West Palm Beach. Available for projects nationwide.