Ares Robotics
Chief Financial Officer
$10MM raise currently underway, alongside financial strategy, capital structure, and investor reporting.
Montgomery, Texas · Capital markets since 1994
I raise capital
and I build the machine
that raises it.
Currently: Chief Financial Officer
Chief Investment Officer of the Blackwater group, founder and CEO of Proverbs 1821 Consulting, and CFO across six portfolio companies — 30+ years in the markets running Reg D 506(b)/506(c) raises, investor relations, and fund operations. Classically trained programmer since 1996, which means I don't outsource the technology that runs the raise.
- Total capital raised
- $10B+
- Public markets
- $9B
- Private equity & VC
- $1B
- Portfolio companies
- 40
- Concurrent CFO seats
- 5
- Years in capital markets
- 30+
What I'm doing now
Currently serving
Chief Investment Officer of the Blackwater group and Chief Financial Officer across six active portfolio companies.
Engage60
Capital Formation · Pre-Seed
$1MM pre-seed raise currently underway for a short-form civic video platform — 60-second civic content and debate features, built toward the 2028 election cycle, with a 10K-person waitlist behind it.
Blackwater Investment Group, Inc.
Chief Investment Officer
Live Reg D 506(c) Series A Preferred offering — PPM structuring, investor targeting, and the accredited investor acquisition engine.
Genvor
Director of Investor Relations · CFO
Private capital through the IPO process and public-market transition.
The Oasis of Texas
Director of Investor Relations · CFO
Large-scale real estate capital structure and repeat-investor programs.
Colossus Strategic Holdings
Senior Director of IR · CFO
$10MM raised in the first six months via multi-channel campaigns.
Solomon Energy of Texas
Senior Director of IR · CFO
$5MM funded in 60 days for energy-focused initiatives.
US Standard Capital
Investor Relations Manager · CFO
Investor relations and financial leadership for active private offerings.
Fractional capacity available. Each seat above is a full engagement, and each can be structured fractionally when the contract calls for it.
Reg D 506(b) / 506(c) capital formation
PPM structuring, accredited investor targeting, and end-to-end raise execution — currently owning a live Series A Preferred offering as Chief Investment Officer of the Blackwater group.
AI-driven investor relations
Anthropic Claude embedded across the IR workflow — drafting offering language, qualifying inquiries, and compressing document review cycles. Built, not bought.
The acquisition engine
GoHighLevel Power Dialer, segmented smart lists, automated nurture workflows and API integrations, staffed by fully operational call centers in the US and internationally, paired with Meta Ads campaigns run under 506(c) general solicitation rules.
Core competencies
What I do
A full-stack capital markets professional — equally credible across the deal table, the dialer, and the codebase.
Capital Formation & Investor Relations
Reg D 506(b) and 506(c) offerings, PPM structuring, and accredited investor targeting — led as the owner of the raise, not a participant in it.
Chief Financial Officer Leadership
Concurrent CFO engagements across six portfolio companies: financial strategy, capital structure, reporting cadence, and investor communications. Available fractionally when terms call for it.
Hedge Fund Management & Fund Ops
Certified Hedge Fund Professional (CHFP) discipline applied to fund structuring, LP/GP relations, capital allocation, and investor reporting.
AI-Powered Sales & IR Operations
Anthropic Claude API integrations, Claude Code, prompt engineering and agentic workflows, plus AI notetaking wired into a CRM that actually closes.
MarTech & Automation Stack
GoHighLevel Power Dialer, smart lists, workflows, snapshots and PIT API tokens; Meta Ads campaign architecture and compliant lead generation.
Investor Operations & Multi-Mandate Raising
Concurrent sponsor engagements run in parallel — pipeline management, qualification, and closing across distinct offerings, with cross-firm compliance coordination holding it together.
Federal Contracting & Teaming
Through Proverbs 1821 Consulting — SAM.gov registered with its own CAGE code and UEI — I partner with specialist trades to capture federal work across DoD, DOE, DOJ and beyond, handling teaming, compliance, and proposal strategy so their expertise is what gets evaluated.
Sales Leadership
Several fully operational call centers — US-based, and international when the mandate calls for it — behind team building and KPI operations across B2B, B2C, and institutional channels, including fractional executive engagements where the job is to build the function and hand it over running.
Full-Stack Development (since 1996)
CRM builds, sales automation, data pipelines, and API integrations — with a 2022 AI Software Engineering degree from The Flatiron School on top of 30 years of code.
Sectors & relationships
- Oil & Gas offerings (20+ yrs)
- Real estate PPMs (25+ yrs)
- Private equity funds
- Government-backed contracts
- Family offices
- HNW / UHNW
- Federal TSP rollovers
- Repeat investor programs
Technology & AI stack
- Anthropic Claude API
- Claude Code
- Agentic workflows
- Prompt engineering
- GoHighLevel
- Twilio / LeadConnector
- Meta Ads Manager
- Fathom
- Otter.ai
- Plaud
- Python
- JavaScript
- React
- SQL
- REST APIs
Languages
- English — native
- Mandarin Chinese — fluent
- Spanish — fluent
Track record
Professional experience
$10B+ raised across a 30-year career: $9B in the public markets and $1B in private equity and venture capital, spread over 40 companies, some now public and some still private.
-
May 2026 – Present
Chief Financial Officer
- Lead an active $10MM raise, owning investor targeting, materials, and the close.
- Serve as full CFO — financial strategy, capital structure, reporting cadence, and investor communications.
-
2026 – Present
Capital Formation Lead
Engage60
- Lead a $1MM pre-seed raise for a short-form civic video platform — 60-second civic content with debate features, positioned for the 2028 election cycle.
- Investor targeting, materials, and close for a pre-seed round with a 10K-person waitlist already in place.
-
Jan 2026 – Present
Senior Director of Investor Relations
MH Development
- Lead investor relations and capital-raising strategy for active development initiatives in a fractional executive capacity.
- Manage investor pipeline development, communications cadence, and funding execution end to end.
-
Oct 2025 – Present
Senior Director of Investor Relations · Chief Financial Officer
- Funded $5MM in 60 days for energy-focused investment initiatives.
- Supported deal structuring, investor targeting, and capital deployment strategy.
- Serve as full CFO — directing financial operations, capital allocation, and investor reporting.
-
Jun 2025 – Present
Senior Director of Investor Relations · Chief Financial Officer
- Raised $10MM within the first six months by executing multi-channel capital-raising campaigns.
- Owned investor onboarding, compliance coordination, and ongoing investor communications.
- Serve as full CFO — overseeing financial strategy, reporting, and capital structure.
-
2025 – Present
Founder & Chief Executive Officer
Proverbs 1821 Consulting LLC
- Founded and lead the umbrella entity through which my fractional CFO and Chief Investment Officer engagements are contracted and administered, consolidating multi-client advisory work under a single operating structure.
- Operate the firm as a registered federal contractor, holding its own SAM.gov registration, CAGE code, and Unique Entity ID (UEI).
- Partner with specialist firms — roofing and building trades, hazardous waste removal, and environmental evaluation among them — to pursue federal work they are not positioned to bid on alone, serving as the contracting vehicle and capture partner.
- Lead capture strategy, teaming arrangements, and proposal development for solicitations across DoD, DOE, DOJ, and other federal agencies.
- Bring partner firms into alignment with registration, compliance, and past-performance requirements, so skilled operators can compete for federal awards on the strength of their trade expertise rather than their paperwork.
-
2025 – Present
Chief Investment Officer
Blackwater Investment Group, Inc. · Blackwater Evaluations Group · Blackwater Forensics
- Lead capital formation strategy for an active Reg D 506(c) Series A Preferred offering, owning PPM structuring, investor targeting, and end-to-end raise execution.
- Architect and operate the firm's accredited investor acquisition engine in GoHighLevel — Power Dialer, segmented Houston-area smart lists, automated nurture workflows, and Private Integration Token API access.
- Deploy Meta Ads campaigns under 506(c) general solicitation rules, targeting niche accredited investor segments including federal employee TSP rollover prospects.
- Embed Anthropic Claude across the IR workflow — drafting offering language, qualifying investor inquiries, and accelerating document review cycles.
- Coordinate legal, compliance, and document infrastructure for an institutional-grade offering package targeting HNW and UHNW investors.
-
Jan 2025 – Present
Investor Relations Manager · Chief Financial Officer
- Lead investor relations for active private offerings.
- Manage prospect pipelines, accredited investor qualification, and the closing process.
- Serve as full CFO — providing financial leadership, reporting cadence, and capital strategy.
-
2024 – Present
Investor Operations & Capital Raiser
Industry FinTech · Florida
- Engaged to execute capital raises across multiple investor relations contracts, building a proven track record of deployed capital and successful closings.
- Operate as a contract capital raiser supporting multiple sponsor mandates simultaneously — managing investor pipelines, qualification, and closing across distinct offerings.
- Coordinate cross-firm investor operations, balancing compliance, communications, and reporting standards across concurrent engagements.
-
2018 – Present
Director of Investor Relations · Chief Financial Officer
- Direct investor relations and capital-raising strategy for large-scale real estate projects.
- Maintain long-term investor relationships and high repeat-investment participation.
- Serve as full CFO across an 8-year continuous engagement — overseeing financial operations, project capital structure, and investor reporting.
-
2016 – Present
Director of Investor Relations · Chief Financial Officer
- Led investor relations through capital raises and the IPO process.
- Coordinated investor communications and fundraising milestones across the offering lifecycle.
- Serve as full CFO across a 10-year continuous engagement spanning private capital and public-market transitions.
Education, certifications & training
Certified Hedge Fund Professional (CHFP)
Hedge Fund Group
Industry-recognized designation in hedge fund strategy, structuring, and operations.
AI Software Engineering Degree
The Flatiron School · New York, NY · 2022
Classical training in applied AI and full-stack engineering.
Bachelor's Degree
Lamar University · Beaumont, TX · 2006
Foundation for a career spanning capital markets and software.
Continuous self-directed development
Programming since 1996
Ongoing study in capital markets, AI integration, and automation tooling.
Case studies
What the raise looked like
Four engagements, told the way an allocator reads them: the mandate, what I personally owned, and what closed.
$10MM in the first six months
- Mandate
- Stand up investor relations and the CFO function for a holding company with an active private offering.
- What I owned
- Multi-channel capital-raising campaigns, investor onboarding, compliance coordination, and ongoing investor communications, alongside the full CFO seat.
- Outcome
- $10MM raised within six months, with financial strategy, reporting, and capital structure running under one roof.
$5MM funded in 60 days
- Mandate
- Fund energy-focused investment initiatives on a short clock.
- What I owned
- Deal structuring support, accredited investor targeting, and capital deployment strategy, as Senior Director of IR and CFO.
- Outcome
- $5MM closed in 60 days, followed by ongoing financial operations, capital allocation, and investor reporting.
A 506(c) Series A Preferred raise, built end to end
- Mandate
- Take an institutional-grade Series A Preferred offering to HNW and UHNW investors under general solicitation rules.
- What I owned
- PPM structuring and the acquisition engine itself: GoHighLevel Power Dialer, segmented Houston-area smart lists, automated nurture, Meta Ads targeting federal TSP rollover prospects, and Claude embedded in document review and inquiry qualification.
- Outcome
- A live, compliant offering with legal, compliance, and document infrastructure coordinated as Chief Investment Officer.
Ten years through an IPO. Eight years of repeat investors.
- Mandate
- Long-horizon investor relations and CFO leadership: one company through private raises and the IPO process, one through large-scale real estate capital structures.
- What I owned
- Investor communications and fundraising milestones across the offering lifecycle at Genvor; long-term investor relationships and repeat-investment programs at The Oasis of Texas.
- Outcome
- Continuous engagements of 10 and 8 years, spanning private capital, public-market transition, and high repeat-investor participation.
Figures are as credited to me by the engaging company. References available on request.
What partners say
In their words
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Things I've built
From the codebase
Writing code since 1996. Applications I designed and shipped myself — the same instinct I point at investor operations. Source is public.
About
About me
I am a senior capital markets executive with 30+ years driving investor relations, Reg D 506(b)/506(c) capital raises, and revenue operations across oil & gas, real estate, private equity, and government-backed contracts. I am personally responsible for $10B+ in capital raised: $9B in the public markets and $1B in private equity and venture capital, spread over 40 companies, some now public and some still private.
Today I serve as Chief Investment Officer across the Blackwater group — Blackwater Investment Group, Blackwater Evaluations Group, and Blackwater Forensics — and as founder and Chief Executive Officer of Proverbs 1821 Consulting LLC, the umbrella firm my advisory work runs through and a SAM.gov-registered federal contractor that teams with specialist trades to win government work. Alongside that I hold the Chief Financial Officer seat at six active portfolio companies: Ares Robotics, Genvor, The Oasis of Texas, US Standard Capital, Solomon Energy of Texas, and Colossus Strategic Holdings — continuous financial leadership across multi-industry capital structures, with the flexibility to engage fractionally when the contract calls for it.
As a Certified Hedge Fund Professional, I bring fund-manager discipline to structuring, LP/GP relations, and capital allocation. And because I have been a classically trained programmer since 1996 — with a 2022 AI Software Engineering degree from The Flatiron School in New York — I build the systems that run the raise rather than waiting on a vendor to do it.
That means Claude integrations, GoHighLevel automation, and Meta Ads deployed at scale — backed by several fully operational call centers, US-based and international depending on the need — to compress the sales cycle and accelerate accredited investor acquisition. Equally credible across the deal table, the dialer, and the codebase — and I handle the conversation in English, Mandarin, or Spanish.
Let's talk
Get in touch
Tell me what you are building and what is in the way. I answer my own email.
Phone
Call or text — Central Time
Based in
Greater Houston · working with clients anywhere