Ares Robotics
$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: Structuring consultant
Capital markets professional and structuring consultant with Proverbs 1821 Consulting — 25+ 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.
- Companies involved with
- About 30
- Years in capital markets
- 25+
What I'm doing now
Currently serving
Structuring consultant through Proverbs 1821 Consulting.
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.
Live Reg D 506(c) Series A Preferred offering — PPM structuring, investor targeting, and the accredited investor acquisition engine. The Evaluation division delivers federally mandated third-party program evaluation for DoD, NASA, NSF, NIH, and DOE-funded institutions.
Genvor
Director of Investor Relations
Private capital through to a public listing (GNVR) — on the team that won Bayer's first Golden Ticket for AMP agbiotech IP.
The Oasis of Texas
Director of Investor Relations
Large-scale real estate capital structure and repeat-investor programs.
Colossus Strategic Holdings
Senior Director of IR
Solomon Energy of Texas
Senior Director of IR
US Standard Capital
Investor Relations Manager
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.
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.
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
A Claude Code + HighLevel MCP agent workspace running the CRM: five slash-command agents (funnel board, at-risk aging, cohort tagging, weekly CEO recap, cron-driven overnight digest) under a written policy file — no sends or bulk tags without human approval. Plus an SEC EDGAR Form D scraper for accredited-investor prospecting and a docx engine that generates side letters and rebuilt the PPM.
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 under NAICS 541611 and 562/811-series codes — I partner with specialist trades to capture federal work across DoD, DOE, DOJ and beyond. A sam-gov MCP server watches new opportunities against those codes; I handle 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)
B.S. Computer Science (Lamar) and Flatiron School's AI & Software Engineering program (2022–23) on top of Python since 1996 — JavaScript/Node, React, SQL, REST APIs and webhooks, document pipelines, and local LLM infrastructure (Ollama, Open WebUI) for private inference.
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
- Model Context Protocol (MCP)
- Agentic workflows
- Ollama / Open WebUI
- SEC EDGAR
- Prompt engineering
- GoHighLevel
- Twilio / LeadConnector
- Meta Ads Manager
- Fathom
- Otter.ai
- Plaud
- Python
- JavaScript / Node.js
- React
- SQL / SQLite
- REST APIs & webhooks
- docx-js
Languages
- English — native
- Mandarin Chinese — fluent
- Spanish — fluent
Track record
Professional experience
25+ years in capital markets and about 30 companies.
-
May 2026 – Present
- Lead an active $10MM raise, owning investor targeting, materials, and the close.
-
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
- Supported deal structuring, investor targeting, and capital deployment strategy.
-
Jun 2025 – Present
Senior Director of Investor Relations
- Owned investor onboarding, compliance coordination, and ongoing investor communications.
- 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
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
- Lead investor relations for active private offerings.
- Manage prospect pipelines, accredited investor qualification, and the closing process.
-
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
- Direct investor relations and capital-raising strategy for large-scale real estate projects.
- Maintain long-term investor relationships and high repeat-investment participation.
-
2016 – Present
Director of Investor Relations
- Led the initial capital raise on the team that took Genvor public (IPO exit, GNVR).
- The team won Bayer's first Golden Ticket award for AMP agbiotech IP.
- Coordinated investor communications and fundraising milestones across the offering lifecycle.
-
2004 – Present
Structuring Consultant
Proverbs 1821 Consulting LLC · founded 2004 as International Asset Solutions
- The firm traces its roots to 2004, when it was founded as International Asset Solutions — the same year the capital-raising track record on this page begins. It operates today as Proverbs 1821 Consulting LLC.
- Founded and lead the umbrella entity through which my advisory work is contracted and administered, consolidating multi-client advisory work under a single operating structure.
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.
B.S., Computer Science
Lamar University · Beaumont, TX · 2006
The classical foundation under thirty years of code.
Continuous self-directed development
Programming since 1996
Ongoing study in capital markets, AI integration, and automation tooling.
Case studies
What the raise looked like
Two engagements, told the way an allocator reads them: the mandate, what I personally owned, and what closed.
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.
Ten years through an IPO. Eight years of repeat investors.
- Mandate
- Long-horizon investor relations: 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.
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.
Mandarin The SenLin Way
Building your Mandarin Word Forest, one tree at a time
A daily 10-minute Mandarin program from HSK 1 to 6 — movie-scene characters, tone drills, spaced repetition, shadowing, and a live AI tutor. Built with AI coding agents and live on the web, with Google Play and App Store releases in progress. Volume 1 of the companion workbook is out in paperback on Amazon, with Volumes 2 to 6 on the way.
About
About me
I am a capital markets professional with 25+ 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 have been involved with about 30 companies.
Today I work as a structuring consultant through 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. The firm traces its roots to 2004, when I founded it as International Asset Solutions.
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.
Off the clock
Writing, art & languages
Published author
Writing as Forrest Andrew Jones
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Animals They Became Kindle edition
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Learning Mandarin The SenLin Way Volume 1 · Paperback · the companion to the SenLin appVolumes 2–6 coming soon
Drawing & painting
Studied drawing and painting at the University of North Texas. A few of my stronger pieces are below. The drawing hidden in the footer stamp is mine too.
Three languages
English, Mandarin Chinese, and Spanish. Mandarin is the reason the app and the books exist — I built the course I wanted to learn from.
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