Head of Enterprise Growth and Deployment

American Compliance Holdings

Investing in technology and services businesses in the compliance industry.

Investment Criteria (2020-Present):

1. Clear Recurring Value Proposition: Service or technology provides recurring benefits and is protected from "stroke of the pen" risk
2. Tenfold Cost-Benefit Ratio: Cost avoided from non-compliance is 10x greater than the cost of solution
3. Technology or Services Value Creation: Synergy from adding technology to existing services (or vice versa)
4. At least 3-Year History of Positive, Stable Cash Flow
5. Fragmented, Growing Market

Public Market Thesis

Strategy: Dollar cost averaging in low-cost indexes tracking American equities

Investment Criteria (2014 - Present):

"In its brief 232 years of existence... there has been no incubator for unleashing human potential like America. Despite some severe interruptions, our country’s economic progress has been breathtaking. Our unwavering conclusion: Never bet against America."
- Warren Buffett (2020)