Product Portfolio
One product live and onboarding its first firms, with a staged pipeline of additional fintech, govtech, and edtech tools for veterans, first responders, and teachers.
Live Products
WriteOffOS
Real Estate Tax Deduction Optimizer
AI-assisted platform that flags potential deductible expenses for CPA review, for real estate syndicators, operators, and assisted living providers. Delivers a CPA-ready deduction package.
In Development
VestOS
Veteran Benefit Optimizer
VA claims discovery tools for U.S. veterans — helps surface potentially eligible federal, state, and VA benefits and navigate the filing process. Educational; not VA-accredited claims representation.
CharlieMikeMoney
Financial Education for Public Servants
Mission-driven financial literacy platform for veterans, first responders, and teachers. Courses, trading education, community, and coaching.
YieldOS
GP Operating System for Syndicators
End-to-end syndication management: waterfall calculations, LP portal, distribution tracking, K-1 export, and cost segregation. WriteOffOS integration included.
Steward
Consumer Financial Platform Brand
The consumer-facing platform brand housing WriteOffOS, VestOS, and CharlieMikeMoney under a unified user experience for public servants.
RespondOS
First Responder Benefit Navigator
Benefits discovery and financial planning tools purpose-built for law enforcement, fire, and EMS professionals.
TeachOS
Teacher Financial Wellness Platform
Pension optimization, PSLF loan forgiveness tracking, and supplemental income tools for K-12 educators.
GovTrussOS
Government Contractor Operating System
End-to-end platform for SDVOSB and small defense contractors: SAM.gov compliance, proposal management, invoicing, and subcontractor tracking.
ValorHaven
Veteran Housing Platform
VA loan optimization, veteran-friendly property search, and housing assistance navigation for veterans seeking homeownership.
Interested in the portfolio?
Investor inquiries, partnership opportunities, and press requests welcome.