BH Capital Funding — the operating layer behind a high-volume capital firm.

A founder-led capital firm in business finance and lending, running deals through Salesforce at volume. The business made money by getting applications from intake to a lender submission quickly and cleanly — so the speed and quality of the underwriting operation was the business.

The constraint wasn't one task — it was the whole pipeline from application to submission. Files arrived from multiple sources and were reviewed by hand, roughly 30 minutes each before a human even made a decision. Reps submitted incomplete, weakly matched applications, so underwriting absorbed the rework and chased missing data. Years of lender offer and decline emails sat outside the CRM, in inboxes nobody could query, blocking performance analysis. Throughput was capped by reading speed, approvals stretched into days, and too many files were declined for reasons that were knowable up front.

We mapped the underwriting workflow end to end, turned the findings into a sequenced roadmap, and built in milestones — then stayed on for ongoing optimization as volume and lender criteria evolved. The result wasn't a one-off deliverable: OpsPal became the operating layer the firm's funding workflow runs on, with each build reinforcing the others.

This is a finance firm trusting an outside team with applicant financials and its own underwriting logic. We treated it that way: the engine automates the mechanical steps — extraction, scoring, lender-fit routing — while a human stays on every approval decision, and the whole workflow runs inside infrastructure the firm already controlled. The point of automation here was to free underwriters for judgment, not to remove them from it.

This work was completed during Daniel's tenure as co-founder of the firm; the metrics are operator-reported; and nothing in flight or proprietary is published here. There is no client testimonial on this page because there isn't an approved one.