01 2026
Deal Engine
A desktop workspace for merchant cash advance and multifamily underwriting, connecting the initial screen, financial model, and investment memo to one set of assumptions.
Selected work
Tools for more
dependable analysis.
I built these tools around recurring analytical problems: keeping deal assumptions aligned, reviewing financial models, finding market context, and testing ideas before capital is at risk.
01 / Investment workflow
Underwriting & models.
Keep the assumptions, the analysis, and the decision record connected.
02 2026
Excel Agent
An Excel add-in that audits financial models and proposes edits while preserving formulas, dependencies, and a rollback path.
02 / Research discipline
Market research & validation.
Move from a market question to sourced context, then test an idea before trusting it.
03 2026
Helios Terminal
A keyboard-driven desktop workspace for charts, filings, fundamentals, and macro data in one research flow.
04 2026
Vigil
A paper-first research system that tests market hypotheses through holdout and walk-forward data before promoting them.
Beyond finance
The wider project archive.
I also build desktop software, data tools, and simulations. The full record remains available here.