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Tired of AI hype and operational bottlenecks that slow your firm’s growth? I help law firms implement practical AI and automation systems that deliver measurable ROI. Some law firms know they need to adopt AI but aren’t sure where to begin. Others have already invested in technology, yet still lack the right resource or a practical plan to turn that investment into better workflows, lower costs, and measurable business value. Without clear priorities, ownership, and implementation support, promising AI initiatives tend to stall. Tools remain underused, adoption varies across the team, and firm owners are left managing the same operational problems they were trying to solve. That's where I come in. I’m the former COO of a top-20 fastest-growing law firm, with more than a decade of experience working in and leading law firm operations. My AI background began with graduate-level study in 2017 and includes 7+ years of hands-on applied experience with AI, automation, and business systems. I know what AI can do. More importantly, I know what it takes to make it work inside a real law firm. I help firm owners and leadership teams identify the opportunities worth pursuing, improve the underlying workflows, and work alongside the team through implementation so the change sticks and produces a return. How I Help: From Strategy to Implementation My work bridges the gap between high-level strategy and hands-on execution. Depending on your needs, I can act as your fractional AI strategist, legal operations consultant, or practice management advisor. Strategic Advisory & Fractional Leadership: - Fractional COO / AI Strategist Engagements - Operational Audits & Business Process Improvement - AI Readiness Assessments & Implementation Roadmaps - "Build vs. Buy" Analysis for Legal Tech - KPI Development & Management Dashboards Implementation & System Design: - AI Pilot Program Design & Management - Workflow Automation & Process Redesign - Legal Tech Vendor Evaluation & Selection - AI Governance, Team Training & Adoption Programs - Intake, Conversion & Administrative Workflow Optimization The result isn’t another AI initiative sitting on the sidelines. It’s a better-run firm with stronger systems, more capacity, and measurable value from the technology it invests in. Ready to get operations off your plate and get your time back? Let's talk.

I help B2B teams figure out what content actually moves the needle, and then I write it. That means building content strategies that support business goals (fundraising, lead gen, brand positioning), identifying what to create and why, and delivering the actual content: SEO-optimized blog posts, thought leadership, white papers, case studies, marketing materials, and editorial work that connects with your audience. I go beyond execution into thinking about how content fits into your broader marketing, what's working, and what needs to shift. Recent projects include: - Built content strategy for an HR tech startup that drove 200% traffic growth and supported $1M+ in seed fundraising through pitch decks and investor materials - Created 20+ article series for the innovation arm of SHRM, including thought leadership features and executive interviews that positioned them as an industry authority - Developed content roadmap and deliverables (e-books, case studies, blog posts) for a marketing tech platform across travel, sports, and entertainment verticals - Wrote landing pages and long-form editorial for a tech recruitment platform focused on data-driven, equitable hiring - Content spans employee engagement, DEI, workplace culture, remote work, and B2B SaaS positioning I bring a Business Psychology background and product leadership experience, so I understand how content needs to serve the business beyond just filling a content calendar. If you need someone who can think strategically about your content and also deliver the work, let's talk.

I help Registered Investment Advisers (RIAs), investment professionals, and financial services companies solve legal and regulatory problems before they become operational realities. As a practicing attorney, I advise investment advisers on SEC and state regulatory compliance, business operations, contracts, marketing practices, and regulatory risk. I currently counsel approximately dozens of advisory firms on a wide range of compliance and operational issues, and I'm here to help you solve your legal challenges and become fluent in the language of regulatory compliance. Running an RIA is no easy job. Don't let legal and compliance issues make it harder than it should be. Reach out to me if you need help with: • SEC and state investment adviser compliance • Form ADV reviews and updates • Compliance manuals and policies • Employment agreements and independent contractor arrangements • Website and marketing compliance • Privacy policies • AI governance and internal policies • Operating agreements and corporate governance • General outside counsel services

I've been on both sides of the cap table: as a founder who raised, and as an advisor who helped others close. That perspective changes everything. 🎉 Recent Track Record: Continuum AI: $4.1M Seed (Led by Cowboy Ventures) SUREPASS: $3.49M Pre-Seed (Reg D) Alloy: $3M+ Seed (Led by Unity Holdings) Research Pathfinder: Oversubscribed Pre-Seed in 90 days (Q1 2026 - Mucker Cap) The investor decks and playbooks I built were used to close every one of these rounds. WHO I AM: I've spent 25 years inside the startup ecosystem: as an advisor, a Chief Strategy Officer, and as a founder/CEO myself. Two successful exits. Three failures that taught me more than the wins ever did. That combination gives me a ground-level understanding of what founders are actually up against when they step into a room with a VC. My work has been featured in the Wall Street Journal and profiled in multiple books, including bestseller The Customer Funded Business by Dr. John Mullins and Business Results Revolution by Sandy Richardson. I'm a vetted mentor with TechStars, Boomtown, MassChallenge, Volta, SaaS Launch, and Graham & Walker From 2010 to 2018, I grew an investor-backed B2B SaaS startup from zero clients to 130+ global partners across a dozen countries. We exited in 2018, selling to our largest client. I've been on your side of the table. I know what the pressure feels like. HOW I WORK WITH FOUNDERS: I work with founders raising pre-seed, seed, and Series A rounds in three ways: 1. INVESTOR DECK I've built hundreds of investor decks across more than two decades of engagements. Most decks fail for the same reason: they're built around the founder's product, not the investor's psychology. I flip that. The result is a narrative that speaks directly to what early-stage angels and VCs are actually looking for, and addresses it before they ask. 2. INVESTOR PLAYBOOK & CAMPAIGN Depending on your needs, I'll either coach you through running a disciplined investor campaign yourself, or I'll manage the full campaign on your behalf — freeing you up to focus on building. This includes investor targeting, outreach sequencing, funnel management, and follow-through to close. 3. BOTH Most retained clients engage me for the full scope: deck plus campaign. This is where the real leverage is. 4. BEYOND VENTURE The same work applies outside startups. I build the materials and run the process for acquisition financing, roll-up strategies, search funds, and independent sponsors raising deal capital. Buyer narrative, target list of investors or lenders, outreach sequencing, and follow-through to close. Before I advised founders full time I sat in corporate strategy seats with Shell, Bertelsmann AG, BMW, and Pfizer. I know how the institutional side reads a deal. I am not a licensed broker-dealer. I do not broker transactions or take success fees on securities. I build the narrative and run the capital process. Your banker, attorney, and accountant handle the rest. SCOPE & CREDENTIALS: --- Top Rated: 100% Job Success Score, Top Talent designation (Elite 1%), and hundreds of 5-star reviews on Upwork --- Sectors: B2B SaaS, AI, PropTech, D2C, Retail, Deep Tech, Hardware, and more --- Range: I've supported raises from $500K pre-seed rounds to $60M Series B ventures --- Network: Angels, institutional VCs, and micro-VCs — plus direct relationships built through years of accelerator mentorship --- Beyond venture: acquisition capital, roll-ups, search funds, independent sponsors, and LP materials for emerging fund managers --- Media: Wall Street Journal, The Customer Funded Business (Mullins), Business Results Revolution (Richardson) If you're preparing to raise and want a strategist who has built decks that close and campaigns that convert then send me a message. I'm happy to have a brief scoping conversation to see if we're a fit.

Seasoned Talent Acquisition & Sourcing Expert | ISTQB Certified | Tech Industry Specialist | Resume Writer | Interview Coach Are you looking to streamline your hiring process and secure top talent? Or perhaps you're ready to land your dream job? With nearly eight years of experience in talent acquisition across engineering, product, technology, and operations, I specialize in delivering tailored recruitment solutions to meet your unique needs. Proficient in modern ATS platforms and job boards, I can seamlessly integrate into your workflow. What I Can Do for You: - Recruitment & Headhunting: Whether you're looking to build a high-performing team or fill a specific role, I bring in the right talent through a strategic, results-driven approach. - Interview Coaching & Resume Writing: I help professionals stand out by crafting compelling resumes and preparing for interviews, ensuring they confidently showcase their skills. - Tailored Solutions: I create customized strategies to elevate your hiring processes, using advanced tools to streamline workflows, drive efficiency, and deliver timely results. Why Work With Me: - Strategic & Innovative Approach: I focus on what works for you, adapting to your goals and business needs. - Proven Results: My work has led to high-performing, engaged and retainable hires. - Authentic Brand Creation: Whether you’re growing a team or advancing your career, I’ll help you create an authentic, standout brand that resonates with the right people. Let’s work together to unlock your team’s potential and achieve outstanding results. I’m up for the challenge and ready to help you grow your business.

Proficient and dynamic writer with proven experience analyzing dense and technical information and synthesizing data into accurate, simple and concise formats. Adept researcher and interviewer. Experienced with blogging for SEO. Extensive experience in law, journalism and cannabis compliance fields directly supporting lawyers, managers and executives. Delivers consistently high quality of product on rigid deadlines and under pressure. Natural communicator that can easily work with all levels of management and clientele. All-around great guy with a good head on his shoulders.