Experience

Eagle Venture Fund

• United States
• Investment Management
• 1 - 100 Employee

• Co-Founder and General Partner

  • Jan 2017 - Present

  Dallas-Fort Worth Metroplex Venture Capital fund seeking significant returns and significant impact by investing in startups in the U.S., Western Europe, and S.E. Asia with offices in Dallas, Zurich, and Singapore.



Eagle Venture Lab

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder and Chairman

  • Jul 2022 - Present

  Fort Worth, Texas, United States The venture studio affiliated with Eagle Venture Fund that accelerates the launch of SaaS apps which make the world a better place. We turn a SaaS entrepreneur’s vision into a great product in a fraction of the typical time, cost, and risk.



Profit Inc

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder and Chairman

  • Nov 2020 - Present

  Dallas-Fort Worth Metroplex SaaS-based fintech app that delivers insightful and actionable analysis to clearly reveal the profitability of each customer and offering, enabling management teams to confidently take action to dramatically improve overall profitability and business value.



Pro-Forma

• United States
• Financial Services

• Founder and Chairman

  • Jun 2021 - Present

  Business planning platform that empowers entrepreneurs to refine their vision, validate assumptions, build investor-ready plans, prepare pitches, and successfully launch using our suite of tools



VeroSkills

• United States
• E-Learning Providers
• 1 - 100 Employee

• Member, Board of Directors

  • Aug 2021 - Present

  Birmingham, Alabama, United States SaaS e-learning and recruiting platform that combines an integrated code editor, at-your-pace video lessons, and on-demand highly-experienced tutors in a way that is able to turn non-techies into entry-level software developers in a matter of months.



SALT Insure

• United States
• Software Development
• 1 - 100 Employee

• Member, Board of Directors

  • Mar 2021 - Present

  Dallas-Fort Worth Metroplex SaaS app that alleviates the frustrations, inefficiencies, and costly nature of data acquisition for home and auto insurance applications



Factory Intelligent Solutions

• United States
• Software Development
• 1 - 100 Employee

• Member, Board of Directors

  • Sep 2020 - Present

  Dallas-Fort Worth Metroplex Factory Intelligent Solutions is a software company powering cross-vertical robotic process automation solutions for lower middle market to Fortune 500 companies across the U.S. and Canada. Factory's promise is to deliver advanced human and robotic intelligent integrations that make a more efficient future possible, today.



Alpha Alta Capital Management

• United States
• Investment Management

• Co-Founder and CEO

  • Jan 2020 - Present

  Dallas-Fort Worth Metroplex U.S. public equities quantamental hedge fund that combines quantitative and fundamental analysis to provide enhanced returns.



Boldmore Growth Partners

• United States
• Investment Management

• Founder and Managing Director

  • Oct 2013 - Present

  Dallas-Fort Worth Metroplex Family Office that invests across multiple asset classes including startup incubation, venture capital, private equity, hedge funds, real estate, and major motion pictures.



WayMaker Funds

• Co-Founder and General Partner

  • Jun 2020 - May 2023

  Dallas-Fort Worth Metroplex Sourced and capitalized a $1.15b portfolio of 10 multi-family communities with 3,500 units.



CiraConnect

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Co-Founder and Shareholder

  • Jan 2013 - May 2022

  Dallas-Fort Worth Metroplex SaaS and on-demand "back-office" services platform that serves community association management companies, self-managed associations, and community association developers.

• Chairman

  • Jan 2013 - Aug 2018



RealManage

• Management Consulting
• 1 - 100 Employee

• Co-Founder and Shareholder

  • Mar 2004 - May 2022

  Dallas-Fort Worth Metroplex Nationwide HOA and Condo property management firm. Named to the Inc. 5000 list in 2015, 2016, 2017, 2020, and 2022 as one of the fastest-growing private companies in America.

• Chairman

  • Mar 2004 - Aug 2018

• CEO

  • Mar 2004 - Jul 2008



Startup Financial Model

• United States
• Software Development

• Founder and Creator

  • Feb 2012 - Jun 2021

  Dallas-Fort Worth Metroplex Business planning app used by startup entrepreneurs in over 90 countries to quickly produce a detailed financial pro forma; available in all currencies and both IFRS and GAAP formats. Assets were acquired by Pro-Forma Holdings.



Capital Works

• United States
• Professional Services
• 1 - 100 Employee

• Founder, Chairman, and CEO

  • Jan 2019 - Oct 2020

  Dallas-Fort Worth Metroplex Fintech that combined proprietary financial analytics and investment banking services to middle-market companies. The firm was sold to J.P. Morgan only 22 months after launch.



Fastlane USA

• United States
• Retail

• Member, Board of Directors

  • Sep 2017 - Sep 2020

  Dallas-Fort Worth Metroplex SaaS app that improves processes and efficiencies for the automotive, financial, and insurance industries.



Impact Factors, LLC

• United States

• Member, Board of Directors

  • Oct 2013 - Aug 2018

  Dallas-Fort Worth Metroplex SaaS and mobile platform that powers a nonprofit’s ability to connect deeply with constituents, grow faster, and dramatically impact lives.



Cherry Tree

• Czechia
• Education Management
• 1 - 100 Employee

• Managing Director

  • Oct 2010 - Apr 2014

  Dallas-Fort Worth Metroplex Founder and leader of the Dallas/Fort Worth office of a FINRA broker/dealer investment bank serving middle-market clients.



Vortex Partners

• Netherlands
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Entrepreneur in Residence

  • Sep 2002 - Mar 2004

  Dallas-Fort Worth Metroplex Worked inside venture capital firm to conceptualize and launch RealManage as the founding CEO after evaluating multiple opportunities across several industries.

• Venture Partner

  • Dec 1995 - Sep 2002

  Greater Minneapolis-St. Paul Area Co-founded, invested in, and served on the boards of several tech-enabled services companies. Held the role of CEO in three of the companies, all of which were sold to strategic buyers.



Interelate

• United States
• IT Services and IT Consulting

• Founder and CEO

  • Jul 1999 - Jan 2002

  Greater Minneapolis-St. Paul Area Venture-backed big data marketing analytics firm that helped pioneer the SaaS business model. Raised $75m and grew to 35 Global 2000 customers with offices in the U.S. and Europe. Sold to eLoyalty (NASDAQ: ELOY).



Scout Information Services

• United States
• IT Services and IT Consulting

• Founder and CEO

  • Jun 1996 - Jul 1999

  Greater Minneapolis-St. Paul Area Venture-backed tech-enabled services firm focused on managing proprietary applications for publishing circulation management, logistics, and non-profit membership management. Incubated and spun out Interelate and MyMove.com into separate venture-backed companies. Sold to a private investment group.



MyMove.com

• France
• Truck Transportation
• 1 - 100 Employee

• Co-founder and COO

  • Dec 1997 - Jan 1999

  Greater Minneapolis-St. Paul Area Venture-backed e-commerce site that provided address change and move planning services. Sold to Imagitas, which was later acquired by Pitney Bowes Inc. (NYSE: PBI).



Universal Publishing

• Book and Periodical Publishing
• 1 - 100 Employee

• Co-founder and CEO

  • Feb 1996 - Jan 1999

  Greater Minneapolis-St. Paul Area Venture-backed human resource information services firm that served Fortune 500 clients and was built through two platform acquisitions. Sold to Hunt-Scanlon Corporation.



Boston Consulting Group

• United States
• Business Consulting and Services
• 700 & Above Employee

• Consultant

  • Jun 1994 - Dec 1995

  Dallas-Fort Worth Metroplex Global consulting practice that advises clients on matters of technology, strategy, operations, sales and marketing, and mergers and acquisitions.



Mobil Chemical Company

• United States
• Chemical Manufacturing
• 100 - 200 Employee

• National Market Development Manager

  • Jan 1985 - Jun 1992

  Various locations Held several positions and rose from a territory sales representative to a national-level executive for a $150 million business line.



U.S. Army

• United States
• Armed Forces
• 200 - 300 Employee

• Captain

  • Jun 1977 - Jun 1992

  Various locations Engineer operations executive for 600,000 soldiers and Arab liaison officer during the Gulf War; commanded a 160-person combat engineer company; executive officer for a 120-man engineer company; and commanded a 30-man special weapons unit. Helped develop new military doctrine for atomic demolitions and developmental explosives. Combination of Enlisted and Officer roles in the reserves and active duty during and after college. Recalled to Active Duty for the Gulf War. Decorations:… Show more Engineer operations executive for 600,000 soldiers and Arab liaison officer during the Gulf War; commanded a 160-person combat engineer company; executive officer for a 120-man engineer company; and commanded a 30-man special weapons unit. Helped develop new military doctrine for atomic demolitions and developmental explosives. Combination of Enlisted and Officer roles in the reserves and active duty during and after college. Recalled to Active Duty for the Gulf War. Decorations: Bronze Star, Southwest Asia Service Medal with two bronze service stars, National Defense Service Medal, Kuwait Liberation Medal, Army Commendation Medal, Army Achievement Medal, Army Service Ribbon, Ranger Tab, Parachutist Badge, Air Assault Badge, and ROTC Distinguished Military Graduate. Show less