I spent a decade in legal tech, real estate, and enterprise sales before my MBA — watching smart people make critical decisions with inadequate tools. OPAL exists because institutional-quality analysis shouldn't require an institutional budget.
Before Kelley, I co-developed an AI SaaS product from concept to $45K MRR at a legal tech startup, rebuilt its revenue organization for 76% growth in 90 days, and led automation across sales, ops, and delivery.
At Zillow, I managed a $10M+ enterprise portfolio, navigated a company-wide platform pivot as an Accenture Root® certified facilitator, and coached a team overseeing $40M+ in transaction volume.
I also founded Modern Agent, a proptech consultancy that helped founders turn products into revenue — contributing to $4M+ in collective client funding and three NAR REACH accelerator placements.
The financial analysis industry has two tiers — and nothing in between.
Institutional terminals like PitchBook and Capital IQ cost $25,000 to $50,000 per year. They're comprehensive, reliable, and completely inaccessible to solo operators, emerging fund managers, and boutique consultancies.
Consumer AI tools like ChatGPT cost $20/month but hallucinate revenue figures, can't cite sources, and produce conversational summaries instead of structured frameworks.
OPAL fills the gap: institutional-quality analysis at 1% of the cost, with every financial metric sourced from SEC filings and every claim citation-enforced.
Structures every report using the Minto Pyramid Principle. Key findings and competitive position come first. Supporting evidence comes second. No filler, no hedging.
Executes structured intelligence gathering with a strict domain blocklist. Every claim is tagged with an inline citation. Un-cited claims are automatically filtered.
Computes financial metrics directly from SEC filing data. Ratios are calculated, not generated. If data is missing, the system fails visibly — never silently.
The editorial quality layer. Synthesizes research and analysis into a cohesive, McKinsey-grade narrative — enforcing Minto Pyramid structure, eliminating filler, ensuring cross-section coherence, and formatting all citations consistently.
“Hallucination is structurally impossible for financial metrics. The Analyst computes from SEC-sourced data. The numbers are either correct or explicitly absent — never fabricated.”
SWOT, Porter's Five Forces, DCF, VRIO, and 7 more MBA frameworks. Every metric sourced from SEC filings. Every claim citation-enforced.
Try It Free →AI-powered sales methodology coaching. MEDDPICC, Weinberg, Challenger, SPIN — embedded into every deal, not buried in a training deck.
Learn More →DCF modeling, WACC computation, Monte Carlo simulation, sensitivity analysis. Built for finance professionals who think in spreadsheets.
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