OpsPal
Portfolio

Real systems. Real businesses. Built to run.

Client systems and products we run ourselves — problem, stack, and outcome. Filter by service lane, or read the flagship cases below.

30 → 5

minutes per file

BH Capital underwriting

~35%

lower decline rate

Cleaner, lender-aligned files

50+

systems shipped

Client + internal builds

18

case studies

Real businesses

Named & public projects

More of the operator ecosystem behind OpsPal — public and named work across finance ops, commerce, and hospitality.

Public projectCapital / Finance Ops

Capital Risk & Strategy

Native application flows, automated underwriting and intake, Salesforce architecture, and speed-to-lead systems for a finance operation.

Public projectE-commerce

The BH Brand

Full-stack e-commerce operations and system integration — Stripe, EasyPost, Klaviyo, and Cloudflare D1.

Public projectWebsite → Lead Engine

The BH Boss

A GTM coaching funnel and advisory brand: Cal.com booking, Supabase backend, and automated lead capture.

Public projectProcess design

Continuity Planning

Continuity architecture with key-person and buy-sell thinking, plus estate-liquidity workflows — regulated, financial-adjacent process design.

NamedHospitality

Chef Dave Pacifico

A private-chef practice systematized into a business — operations, technology, and client acquisition.

NamedHospitalityRevenue Operations

Indulge Chefs

A RevOps and operational overhaul plus brand refresh — bringing a chef-led hospitality brand's systems and channels into one connected ecosystem, with operations moving off the owner. Outcome to confirm

Internal productRevOpsAI Operations

OpsPal

Our own studio site and operating surface — we run our RevOps, AI workflows, dashboards, and forms on the same stack we build for clients.

AnonymizedCapital / Finance Ops

Equipment Financing Operations

Systems design, CRM implementation, automation, and revenue operations for an equipment-finance brokerage.

AnonymizedHospitalityApp Development

Private Chef Network + App

A full ecosystem build — website, CRM, app, and a new revenue channel for a chef-led hospitality network.

All case studies

Filter by lane, or book a scoping call to find the closest match to your stack.

AI Operations

BH Capital Funding — AI underwriting engine

Underwriting from 30 minutes to 5 per file; approvals in 2–3 hours.

App Development

Kinaura by PRISM Dynamics — personality OS and relationship app

A single platform OpsPal ships end to end: engine + app on shared infrastructure.

Website → Lead Engine

GTM coaching funnel with booking and lead capture

Capture and route leads without manual copy-paste between tools.

Website → Lead Engine

Founder portfolio and content platform

One canonical web presence supporting ops, capital, and product lanes.

App Development

Custom marketplace — web and native app MVP

One integrated web and mobile surface for launch operations.

App Development

Custom e-commerce with fulfillment and payments

Proof-of-market e-commerce on a stack the team controls.

App Development

Third-party app migration with segmented lead capture

Better prospect experience, higher conversion, measurable attribution.

AI Operations

AI-driven email marketing automation with guardrails

Repeatable campaign cycles with operator-controlled automation.

Revenue Operations

Email operations platform for deliverability and routing

Protected domain reputation while keeping outbound accountable.

Revenue Operations

Lightweight commerce stack for a creator brand

Fast launch with attribution tied to email and inventory.

Revenue Operations

Speed-to-lead intake after applications

Response time moved from hours to minutes on high-intent inbound.

Salesforce

Salesforce activity hygiene and call logging

Cleaner activity data and pipeline reviews leadership could trust.

Data Analytics

Lead formatter for reliable CRM uploads

Consistent lead imports without manual rework or import failures.

Revenue Operations

Lender analytics and offer-rate reporting

A clear view of which lender relationships to prioritize next cycle.

Revenue Operations

Attribution and forecast dashboard refresh

Decisions tied to current revenue reality, not stale reporting.

Data Analytics

Underwriting data hygiene and lender-fit pre-checks

Decline rate dropped roughly thirty-five percent as files arrived clean.

Data Analytics

Underwriting email data extraction into CRM

Lender history and performance inputs became queryable in-system.

AI Operations

Underwriting workflow automation

Underwriting time reduced from roughly thirty minutes to about five per file.

Revenue Operations

Rep enablement pack and ramp materials

Ramp time targeted at three days or less with consistent execution.