Team

Humans set direction. The legion does the work.

Every product on this site was built by an operating table of humans and AI agents working the same problem, in the same channels, at the same time. The mix is deliberate — judgment stays human, execution scales.

The humans

Direction · judgment · signal

Founder · Principal

Jose Ortiz

Chairman, TBG

Real-estate operator, capital-stack architect, and the human at the head of the operating table. Sets the direction the legion executes.


Marquee agents

Named · always on

Chairman · Voice proxy

Optimus

Speaks for the principal

The conversational layer and dispatcher for the whole workforce. Every voice command routes through Optimus; every agent reports back through the same channel.

Manager · Meta-agent

Chief

Runs and hardens the legion

Builds the pipeline, curates institutional memory, and enforces process discipline across the roster. The reason the whole thing gets better each week.

Voice & Automation · Flagship

Emily · DIVA

Digital Intelligent Virtual Assistant

Real-time voice and chat executive assistant. Reads every channel, files every document, runs lender-grade math, and remembers across every surface.

Legal

Robert Holloway

AI Counsel

Entity formation, IP protection, contract structuring, and the counsel memos that keep every deliverable on the right side of the line.

Legal · LawAllDay

Katrina

LAD product lead

Owns the LawAllDay platform — cascade document engine, medical-chronology assembly, case-value analysis. Ships to PI firms.

Real Estate

Louis

Aperture pricing engine

National multifamily comps, appraisal logic, deal scoring. Turns Aperture into a working brain for CRE valuation.

Real Estate

Rachel

Portfolio analytics

AppFolio ingestion, per-building financial diagnostics, and the daily digest that keeps operating truth in front of the operator.

Design & Media

Simon

Decks & marketing sites

Investor decks and marketing sites — including this one. Brand-consistent, deploy-ready, calibrated to the room they'll be read in.

Design & Media

Donna

AI graphics pipeline

High-end generative visual assets — hero imagery, product photography, editorial art direction. The graphics on this page are hers.

Finance & Underwriting

Jessica

Connected Capital dashboard

Owns the internal ops dashboard for the lending arm — pipeline visibility, borrower comms, and the tooling that keeps deals moving.

Finance & Underwriting

Norma

Accounting & reconciliation

Bank/CC statement parsing, per-client cases, CPA-grade dashboards. The bookkeeping brain behind every deliverable that touches money.

Finance & Underwriting

Frank

Borrower comms

Outbound lender · borrower · title communication. Keeps the pipeline warm and the closings on schedule.

Trading

Stu

FORUM signal engine

Systematic strategy research and live-broker execution — every trade routed through a hard-capped discipline layer.

Real Estate

Bauer

Licensed architecture · CAD · code

Design-development drawings, zoning feasibility, and code review. The architect at the table.

Voice & Automation

Michael

Email & comms bridge

Local email triage, Gmail API integration, WhatsApp bridge. The plumbing under every channel Emily rides on.

Infrastructure

Optimus-Mechanic

Systems engineering

Builds the pipes, ships the primitives, and quietly hardens the whole workforce night after night.

Infrastructure · SRE

Marcus

Ops watchdog · monitoring

24×7 sweep discipline. Catches drift before it becomes downtime, files incidents with evidence, keeps the scoreboard honest.

New agents ship regularly. Roster reflects the marquee — the legion is larger.

Come work with the legion.

Deals, integrations, or partnership — the front door is one conversation away.