Dimension 4 of 6

Operating Experience (Velocity + Budco)

Investor perspective that sharpens the operator lens.

Investor at Velocity Investments (small-cap industrials) and minority owner at Budco Tool & Die, where practical AI tooling helped move DSO down to 35–40 days. The value for alliance work: firsthand P&L exposure, working-capital reality, and an understanding of what technology adoption actually looks like inside a real operating business.

The numbers
Investor
Velocity + Budco
35–40 days
DSO after AI tooling
$7.9M
Databricks ARR in 6 mo
$17.5M
AWS acquisition yr 1
What this looks like

The specifics.

  • Velocity Investments — acquisition thesis focused on small-cap industrials
  • Budco Tool & Die — CNC / tool & die manufacturing; minority ownership and active operating involvement
  • Practical AI tooling (QuoteBot) helped move Budco DSO down to 35–40 days
  • Firsthand experience with working capital, quoting cycles, and shop-floor throughput
  • 0-to-1 pattern extends to the day job: built the AWS partner acquisition program from scratch — 200+ partners, $17.5M ARR year one; launched 5 Middle East markets with 11 Marketplace listings
  • Databricks: built partner motion from zero → $7.9M ARR in 6 months; partner revenue influence 35% → 85% in two quarters
  • Operator lens sharpens partner strategy — the same working-capital, integration, and pricing problems show up on both sides of the table
The receipts

Named stories with situation, action, and result.

Budco QuoteBot → DSO to 35–40 days

Situation

Budco Tool & Die was quoting CNC work off tribal knowledge and long email chains. Estimates took days, quoting cycles dragged, and DSO drifted the wrong way as invoicing slipped behind delivery.

Action

Built a Claude-based estimating assistant that ingests RFQ PDFs, extracts geometry and process signals, and generates confidence-scored line items with a human review path. Wired it to the quote-to-invoice flow so faster quotes translate into faster invoicing.

Result

Team now uses it as a first pass on every RFQ. DSO moved down to 35–40 days. Reinforced the pattern: shop-floor tools work when the person building them sits close to the shop floor.

AWS partner acquisition — $0 to $17.5M ARR in year one

Situation

AWS needed a repeatable acquisition + activation motion for strategic partners across North America. There was no onboarding playbook, no scorecard, no ramp expectations.

Action

Built the recruit → activate → transact loop from scratch. Standardized qualification, first-90-day activation, and executive-sponsor mapping. Recruited across ISV, SI, and MSP archetypes with different templates for each.

Result

200+ partners recruited, $17.5M ARR in year one, and the onboarding playbook was adopted across the wider org. First proof that the same 0-to-1 motion travels — from Amazon to Databricks to the Middle East market launch.

Databricks — $0 to $7.9M ARR in six months

Situation

Databricks had strong product-market fit but no functioning partner motion in manufacturing, energy, and automotive. Partner revenue influence was stuck around 35%.

Action

Built the cloud and GSI partner motion from zero for those three verticals. Set joint launch readiness with three strategic partners, secured executive sponsorship across partner leadership, the Databricks field, and the product org.

Result

$0 → $7.9M ARR in six months. Partner revenue influence moved 35% → 85% in two quarters. Same 0-to-1 pattern, different logo — evidence the motion isn't AWS-specific.