Operator for founders who want compounding systems and protected capital.
I help owner-operators scale execution (Operations) and de-risk capital (Capital & Risk)—then get it built with the right partners.
Step 1: 10-min Triage → Step 2: Paid Diagnostic → Step 3: Implementation.
Book Strategy Triage (10 min)What I actually do
- Partnership: Minority-equity operator seat for founders already at $2M–$15M. Partnership →
- Operations: CRM + automation architecture → built by partners (e.g., Ops-Pal). Operations →
- Capital & Risk: Capital allocation + exposure mapping → insurance architecture implementation. Capital & Risk Strategy →
Who I'm for
- Founder-led, $2M–$15M revenue, cash-flow positive.
- Under-instrumented ops or unclear exposure map.
- Values data, speed, and formal risk controls.
How we work
- Triage (10 min) → context + path recommendation.
- Diagnostic (paid) → Ops Diagnostic ($1.5k) or Diagnostic + Blueprint ($3k).
- Implementation → Ops via partner; risk placement via carrier/partner specialists.
Risk Architecture (high-level)
- We map exposures and decide what to retain vs transfer.
- Insurance is the implementation layer—used where it improves expected value.
- I lead the architecture; placement may involve carrier/partner specialists where required.
Backstory
I come from three generations of insurance advisors. My grandfather was a WWII frogman who came home and helped families rebuild with smart coverage. My father was a top producer at Metropolitan Life. I grew up hearing stories of policies that saved families when the impossible happened.
I wasn't interested in insurance until I saw a business owner—sole operator, breadwinner, completely exposed—and realized: most founders are one bad day away from losing everything they built. I approach it as risk architecture for founders and owners, not product sales.
Selected wins
Pipeline and stage-exit clarity
$5M revenue team; roadmap adopted in 2 weeks.
Exposure map and retention/transfer strategy
Founder-led operator; placement via carrier specialists.
CRM and attribution rebuild
Built with a partner; live in 90 days.
Client-reported outcomes; results vary by baseline and scope.
Bio
I operate at the intersection of revenue systems and capital protection: helping founder-led teams scale execution and de-risk capital, then get both built with the right partners.
Prior work includes lending and GTM systems, and I created PRISM Dynamics. My playbook: ship an MVP system fast, then layer controls, documentation, and enablement. For a fast recommendation on fit and path, book Strategy Triage.
PRISM Model & Scorecard
PRISM Dynamics is an extension of Jungian and other personality frameworks: you get a core Prism Profile plus variables—information elements, dimensionality of cognitive functions, functionality, type/Model A, and trait layers. Supply–demand and relational fit are part of it; so are states (Flow / Performative / Stress) and how you match up in teams or dyadic pairs. The system is psychometrically tracked and metricized: scores and dimensions you can measure over time, not a one-off label.
Learn more about PRISM and the services I offer →
Explore PRISM at prismpersonality.com · Request a PRISM Scorecard (via Strategy Triage) →
What is PRISM?
PRISM Dynamics extends Jungian and other personality frameworks: a core Prism Profile plus variables (information elements, dimensionality of cognitive functions, type/Model A, traits). You get states—Flow, Performative, Stress—and relational fit for teams and dyadic pairs. The system is psychometrically tracked and metricized, not a one-off label.
PRISM answers: What do I naturally supply? What do I need to stay at my best? What happens to collaboration when stress changes those needs?
Daniel's PRISM Scorecard
Below is my personal PRISM scorecard — an example of what yours (or your team's) could look like. Each person has a unique profile showing their natural strengths, needs, and collaboration patterns. Interested in getting your own scorecard? Request a PRISM Scorecard (via Strategy Triage) →
Daniel's Core Identity
Strategic Systems Builder
ENGINE: turns ambiguity into a plan + operating system
BRIDGE: restores alignment so the system actually gets adopted
🎯 Type Anchor
Daniel: LIE-cluster (Builder–Strategist)
Type Anchor
Daniel: LIE-cluster (Builder–Strategist)
These types are close because they share the same systems plus clarity backbone. The difference is what leads in different contexts: strategy, execution, stability, or standards.
⚡ 8 Cognitive Functions
How you process info & make decisions • Daniel's top: Te, Ne, Ni, Ti
8 Cognitive Functions
How you process info & make decisions • Daniel's top: Te, Ne, Ni, Ti
Daniel's function scores — higher = more natural bandwidth in that area:
🔄 Supply ↔ Demand Lanes
Daniel supplies Structure + Meaning • Needs Care + Follow-through
Supply ↔ Demand Lanes
Daniel supplies Structure + Meaning • Needs Care + Follow-through
Supply (What Daniel Brings)
Roadmaps, systems, clarity
Trajectory, synthesis, coherence
Momentum, activation, unblocking
Shipping + execution (sustain costs energy)
Integrity/loyalty (Fi), low broadcast warmth (Fe)
Demand (What Daniel Needs)
Direct warmth, explicit repair, reassurance
Reliability, follow-through, no silent drift
Clear outcomes, constraints, decision rights
Shared why, coherence, strategy
Responsiveness, momentum (stagnation drains)
👤 Personal ↔ Professional
How Daniel's patterns shift between personal and work contexts
Personal ↔ Professional
How Daniel's patterns shift between personal and work contexts
Personal Supply tilts higher Care + Meaning. Personal Demand peaks at Care + Timing.
Supply
Demand
🔋 Energy & Work Preferences
Daniel: Morning peak • Solo deep work • Strong 1:1 collab
Energy & Work Preferences
Daniel: Morning peak • Solo deep work • Strong 1:1 collab
Daniel's Daily Energy Curve
Daniel's Work Preferences
🤝 Who Benefits Most from Daniel
Visionaries, Community Builders, High-Skill Contributors
Who Benefits Most from Daniel
Visionaries, Community Builders, High-Skill Contributors
Daniel is most valuable to people who have a lot of talent, heart, or ideas — and want a system that turns it into consistent outcomes.
Visionary / Creative Types
Daniel supplies Structure + execution systems so their vision becomes real.
Relational / Community Builders
Daniel supplies systems + scale so their relationships don't collapse under growth.
High-Skill Contributors
Daniel supplies Meaning/trajectory + operating model so their craft plugs into a bigger outcome.
What Daniel Benefits From
Cover Care/repair
Cover Timing/closure
Bring pacing and sustain
💡 Relational Fit Guide
"Do we cover each other's lanes?" • Clarity, Closure, Repair loops
Relational Fit Guide
"Do we cover each other's lanes?" • Clarity, Closure, Repair loops
Supportive
Working together feels easier than working alone.
Stretch
It can work, but you must be intentional.
Friction
Repeated breakdowns from mismatched lane coverage.
Three Interaction Loops That Create Fit
Clarity Loop
"What does done mean? Who owns it? By when?"
Closure Loop
"Short updates that close open loops."
Repair Loop
"Name it early → reset → move forward."
Want your own PRISM Scorecard?
Request a PRISM Scorecard (via Strategy Triage) →Strategic Philosophy
- You're not hiring a Salesforce admin—you're bringing in a coach and operator with full-stack awareness of GTM, data, and team dynamics.
- Systems thinking and KPI integrity.
- Emotional insight and builder's bias.
- I call misalignment early.
KPIs I design & coach
Speed-to-lead, stage conversion/aging, offer & win rates, average close time, rep/manager productivity, loss taxonomy, source & lender attribution, stage exit criteria with gates. Clear stage exit criteria with gates, breach alerts, completeness checklists.
Technologies & projects
See Activity for technologies and projects I'm building with.
Locations
Miami
Home base
Austin
Regular visits
New York
Frequent travel
Based between these three cities, but working with founders worldwide.
Podcasts
Licenses & Certifications
Insurance Broker
New York State Department of Financial Services. Active (Aug 2024 – Aug 2026).
Life Insurance License
New York State Department of Financial Services. Active (Aug 2024 – Apr 2026).
Selected certifications
Google Analytics IQ, Campaign Manager, Display & Video 360, Search Ads 360, Google My Business. LinkedIn Learning: Sales Foundations, Closing Strategies, Pipeline Management, Leadership & Management. 7 Cups Active Listening Level 6.
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