Senior advisory for founders, sponsors, and asset managers.
CTO, COO, CCO Advisory AI Strategy Technology Diligence Fund-Building Advisory Fintech Infrastructure
I started as an aerospace engineer, founded an enterprise software company, and co-founded EPFC Capital Partners, an SEC-registered investment adviser, where I was CEO, COO, and designated CCO. The firm ran a systematic credit strategy with peak regulatory AUM of $2.76B and roughly $44B in bond notional traded in 2025.
I built the production technology stack, negotiated the prime-broker and fund-administrator relationships, and raised the institutional capital base. Today I take a small number of senior advisory engagements, helping teams avoid mistakes I had to learn firsthand.
I run five engagement types, from a 3-week diligence sprint to a 6-month build. This page is the short version. Scope, deliverables, timelines, and fees are in the capabilities deck, which I send on request.
Operating model, governance, the IR function, and technology architecture, brought to the standard institutional allocators expect.
Product strategy, platform and data architecture, production readiness, and engineering organization design for teams nearing a production or licensing milestone.
A senior peer for architecture, build-vs-buy calls, hiring, vendor selection, and regulatory posture. No production code written for clients.
Where AI and machine learning create value, where they fail silently, and the roadmap, governance, and data architecture to run them in production.
Pre-acquisition assessment with a one-page IC summary, a full technical report, and a 100-day plan with named owners.
Diagnostic call. 30 minutes, no fee.
Scoping memo. One week, fixed fee, NDA in place.
Engagement. About 30 days to initiation; 3 to 4 weeks for technology diligence, 3 to 6 months for a fund build.
Handoff. Documents delivered and a viable system in place.
I take a limited number of engagements at any time. All engagements are subject to conflict review, confidentiality obligations, and applicable regulatory restrictions.