BH Capital Funding
Partner. RevOps & Sales Enablement. Business funding and lending company helping entrepreneurs access capital through streamlined application processes and automated underwriting systems.
Structure
Meets Warmth.
I help businesses run cleaner: operations, capital and risk planning, and continuity when owners or partners are in the picture. Hands-on work—systems, sequencing, and insurance architecture—so what you built matches how you actually live and run the company.
Why I do this
The short version
Three generations of putting clients first. My grandfather helped families with insurance after World War II. My father spent his career at Metropolitan Life—I watched what it means to stay with people for years, not months. Big plans are really a series of small decisions: get the facts, decide, repeat—aligned with what you care about.
I started in sales, then moved into operations and tech, then started and ran my own companies. What stayed the same: tell the truth, make the complex simple enough to act on, and only promise what you can deliver. Busy owners don’t need more buzzwords—they need someone who can sort the mess and point to the next step.
If you run a company or invest in one, you’re juggling a lot at once. The problems show up when nobody has answered the hard questions: What if you get hurt? What if a partner leaves? Where is the cash actually going? I help you see those gaps clearly, then help you fix them in the right order—operations, money, insurance—so the business matches real life.
That’s what Partnership, operations work, capital & risk planning, and business continuity are for: less chaos, fewer surprises, and a plan you can stick to.
Proven Results
Systems That Actually Work
Real numbers from client work—your mileage will vary by starting point and scope.
📈
40%
Avg. Revenue Increase
⏰
15 hrs
Weekly Time Saved
🎯
3.2x
Faster Hiring
Client-reported outcomes; varies by baseline and scope.
What Clients Say
"You were able to see the root of an issue immediately, without much background info. Confirmed something I knew inside but couldn't put into words."
"One of the best conversations ever. He took the time to really understand my problem... and his advice was priceless. He really helped me overcome the impossible."
3 promotions in 18 months
"Clearly a very experienced listener... A highly professional and empathetic expert in the field."
Start Here
Pick what sounds most like you right now—founder, owner, or investor. We’ll sort details on a short call.
Tools
Estimate the protection your family may need
Ballpark how much life insurance might make sense—single person, couple, business owner, or more detailed scenarios. You’ll see ranges and assumptions, not a promise of coverage.
All Services
Explore each offering in detail.
Equity & Ops
The Co-Pilot
For established companies ($2M–$15M revenue): I join as a minority owner and help run the business with you—not from the sidelines.
Explore Partnership →Operations
The Engine Room
Clean up your CRM, automate follow-up, and get reporting that matches how you actually sell—often built with Ops-Pal.
Explore operations & RevOps →
Capital Strategy
The Blueprint
Where should cash go as you grow? Where are you underinsured or overexposed? Get a plan—then we handle insurance and continuity on the next card.
Explore Capital Strategy →Continuity
The Continuity Lane
Life insurance for the business: key people, buy-sell agreements, succession, or basic coverage while you plan. Timelines, forms, and articles in one place.
Explore Business Continuity Planning →Partner Network
For CPAs, attorneys, lenders, CFOs, M&A advisors, and brokers: if you want a careful handoff for a client who needs ops, capital, or insurance help, start here.
CPAs
Attorneys
Lenders / Brokers
Fractional CFOs
M&A Advisors
P&C Brokers
What I'm Building
Active ventures and current projects.
Prism Dynamics
Founder & CEO. Preseed startup building the Personal/Social Regulation OS—the future of how people understand themselves, regulate their state, and collaborate. Replacing the mental health marketplace with dynamic personality science and real-time flow mapping.
OpsPal
OpsPal helps businesses run smoother with websites, simple sales/marketing systems, and AI-powered automations that keep teams aligned and prevent missed follow-ups.
Life Insurance & Annuities
Third-generation advisor. Life insurance and annuities for business owners. Protecting wealth, securing futures, building legacy.
Where I'm Building
BH Capital PRISM Dynamics On The Mic
On The Page
The Conversation I Wish I Had Earlier
On love vs. load, showing up for family, and why the hardest scenarios hit harder when you wait—plus the protection and clarity conversations worth having before crisis forces them.
caregiving family planning insurance protection
A Starbucks Conversation About AI (and the Future of Work)
A chance chat at Starbucks turned into a conversation about compliance tech, why regulators lag innovation, and how AI is compressing what small teams can ship—plus what that means for build vs. buy and the next few years of work.
ai future of work building startups regulation
Why Insurance Isn't About Products—It's About Exposure
Three generations of insurance advisors. One pivotal conversation. How I learned that insurance isn't about selling policies—it's about preventing catastrophe and engineering optionality for founders.
insurance risk management capital strategy business continuity founder protection life insurance business insurance
⭐4.9/5
🎯25+
📊40%
Let's Build.
Ready for a clear next step?
"One of the best conversations ever. He really helped me overcome the impossible."
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