NextUp Services — AI support & services

AI that backs your team,
not replaces it.

We help small businesses put practical AI to work — from forecasting and pricing to the everyday admin that eats your week — and we build the custom agents that run it. Hourly or per project. Whatever fits.

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Some of what we've built

NextUp

Two-sided marketplace · iOS app

ORCA

Self-running options research desk

Hermes

Crude & RIN optionality engine

12-agent panel

Biomedical R&D · judge layer

Demo Permit Watch

Government-records lead engine

Storm Intelligence Brief

Automated lead SaaS + outreach

GrantSignal

Non-dilutive funding research

Investor decks

Research-verified, diligence-grade

The idea

You've been told AI replaces people. We use it to give yours more time, better numbers, and fewer dull hours.

Augment

Your team stays in charge. AI does the heavy lifting underneath them — the math, the monitoring, the repetition.

Start small

We prototype one thing that pays for itself, then expand only where it earns its place. No giant rip-and-replace.

Built to fit

Tools shaped around how you already work, in plain language you control — not a generic chatbot bolted on the side.

New to AI?

Never used AI? That's the easiest call of all.

If you don't know where to begin, start here. We set up the tools — Claude Code, Codex, all of it — and help you choose the right model, whether that's a frontier name like Claude or GPT or an open-source one that runs private and low-cost. You skip the fiddly installs and the copy-paste, and we sit with you through the first real run.

Start with a call
01 — What we do

From the boardroom to the kitchen table.

Tier I

Run the business smarter

The numbers and operations work that quietly decides whether a month is good or bad.

I.01

Demand & seasonality

Find the real patterns in your own data — when sales rise, when they dip, and what actually drives it.

I.02

Buy at the right time

Time purchases and inventory around real signals instead of gut feel, so cash isn't stuck on a shelf.

I.03

Forecasting & machine learning

Predictive models for sales, demand, cost, and churn — built with proven tools like Prophet, TensorFlow, and H2O, so next quarter isn't a guess.

I.04

Dashboards that answer questions

Turn scattered spreadsheets into one clear view your team will actually open.

Tier II

Find your customers

The growth side — who to sell to, where the leads are, and the data to back it. Often the work that pays for everything else.

II.01

Find your real market

Deep AI research — reading demand from social posts, Google Trends, and your own data — that tells you who'll actually buy, not who you assume will.

II.02

Lead generation

Built-to-order lists of real prospects in your sector — names, not guesses — ready for your outreach.

II.03

Public contracts & grants

Public bids, permits, and filings — plus grant and non-dilutive funding programs — surfaced the moment they open, matched to what you do.

II.04

Data on demand

Need data you don't have? We scrape it — public sites, social feeds, marketplaces — clean it, and deliver reports on demand or on a schedule you set.

Tier III

Quant & multi-agent

The serious end of what we build — the same machinery used on trading desks, sized to your problem.

III.01

Quantitative modeling

Pricing, risk, and relative-value models — built properly, and explained in language you can act on.

III.02

Multi-agent research systems

Teams of AI agents — or a council of the top frontier models — that gather evidence, debate the call, and check each other before you commit.

III.03

Live decision tooling

Real-time signals and monitors wired straight into the workflow where the decision gets made.

III.04

Agent pathways

We design the routes agents take — who does what, in what order, with what checks — so the system is reliable, not a black box.

Tier IV

Markets & the trading desk

For active traders and desks — the analysis, indicators, and live tooling we build around your strategy. You keep every call.

IV.01

Options flow & tracking

Read unusual options activity and dark-pool prints, and track where the real money is positioning — flagged the moment it shows up.

IV.02

Custom indicators

Indicators and scanners built for your platform — ThinkorSwim, TradingView, and others — tuned to how you actually trade.

IV.03

Live market dashboards

Real-time screens for positioning and risk — Greeks, gamma, charm, vanna, regime — updating as the tape moves.

IV.04

Excel & market-data analysis

Hand us the spreadsheet. We turn raw market and trading data into clean, ranked, decision-ready output.

Tier V

Automate the busywork

The repetitive operational work that quietly eats your week — handed to software that never forgets a step.

V.01

Recurring reports & Excel

The daily and weekly spreadsheet grind — pulled, calculated, written up, and sent on schedule, without anyone touching it.

V.02

Reconciliation

Match invoices, payments, inventory, or statements automatically — recon tooling shaped to your industry.

V.03

Booking & scheduling

AI takes the booking and drops it straight into your Google Sheet or calendar — built for clinics, salons, and shops.

V.04

Connect your tools

API integrations that wire your apps, your data, and your AI together so they actually talk to each other.

Tier VI

Build & everyday AI

The things we make and ship for you — apps, sites, agents — plus the small repetitive stuff. Often the fastest win.

VI.01

Custom AI agents

An agent built for your actual process — intake, quoting, follow-up — not a generic assistant.

VI.02

Websites that pull their weight

A clean, fast site built to do one job well — book a job, take an order, get the call. Like the one you're reading.

VI.03

Apps, web & mobile

From an internal tool to a customer-facing app, designed and shipped. We built and launched our own iOS app, NextUp.

VI.04

Investor & pitch decks

We research and fact-check the claims, fix what won't survive diligence, and build the deck from scratch — the kind that holds up in an investor's first thirty minutes.

VI.05

Prompt design & guardrails

We design the prompts and guardrails that make your AI reliable — accurate, consistent, and free of invented facts — down to deep-research prompts that pull full power from tools like Gemini.

VI.06

Train your team

Hands-on training so your people can drive AI themselves — frontier models and open-source alike, matched to your budget and privacy.

VI.07

Learning & home

Even turning a kid's homework into guided practice on the computer, matched to grade level — so learning stays fun.

VI.08

A second pair of eyes at tax time

A careful final check on the numbers before you file — calm, methodical, double-checked.

VI.09

Tell us the rest

If it's repetitive, number-heavy, or just steals your attention, it's worth a conversation.

Tier VII

AI on top of your own stuff

Point AI at your documents, your screens, and your private data — and keep it all in-house.

VII.01

Chatbots & RAG over your documents

An assistant that actually knows your policies, products, and files — answers with citations, on your site or internally, and can even pick up the phone.

VII.02

Browser & computer-use automation

A bot that clicks through the web tools you already use — portals, data entry, downloads, reports — like a tireless assistant that never misses a step.

VII.03

Document & PDF extraction

Turn invoices, forms, contracts, and scans into clean structured data — OCR included — so nobody retypes anything by hand.

VII.04

Private & on-prem AI

When data can't leave the building, we run capable open-source models on your own hardware — full power, nothing sent to anyone.

02 — Selected work

Agents that trade like a desk.

Our roots are in real energy trading — crude oil, refined products, and RINs desks at a major trading house — so when we put a team of AI agents to work on cargo trading, we knew what a desk actually needs. The agents gather market evidence, model the optionality in each shipment, debate the call against one another, and audit their own reasoning overnight. The point isn't the oil — it's the architecture: agents that research, decide, and check each other, dropping straight into pricing, forecasting, or operations, anywhere your business makes the same call again and again.

Crude & cargo RINs & renewables Evidence gathering Optionality modeling Multi-model debate Overnight self-audit

Illustrative of capability and method. Engagements are scoped to your data and goals — no past result is a promise of a future one.

The full body of work

Everything we've built, in plain language.

Real systems — some are our own products, some we built for the work. We've grouped them: start with what helps a small business directly, then the AI engineering, then the deep markets work. Read past the names — the value is the method, and the same machinery resizes to your problem.

A small-business example

A salon owner with a new device was sure she had to pitch doctors. Our research read the real demand — and pointed her to gyms and studios instead, a bigger, closer market she'd written off.

For your business

Six projects
01 Data products · lead-gen
17+ gov sourcesStorm & insuranceCold-email engine

Daily lead engines — permits, storms & insurance

Lead machines that run themselves. Demo Permit Watch scans 17+ government sources into one clean feed for demolition contractors; the Storm Intelligence Brief ranks hail and wind damage nationwide for roofers and the insurance-restoration trade and emails it at 6am — with a cold-outreach engine (hardened sending, suppression lists, send logs) built alongside so the whole business runs end to end.

  • BuiltDemo Permit Watch · Storm Intelligence Brief · insurance/restoration lead feed · cold-email engine
  • Data17+ municipal / state / federal APIs · NWS + SPC storm data
  • HowIngest → normalize → rank/tier → daily email + outreach
  • ProvesPublic data turned into a sellable daily product, distribution included
02 Funding research · grants
SBIR/STTRState & foundationsFreshness-verified12-month plan

GrantSignal — non-dilutive funding, deep-researched

GrantSignal finds verifiably-active US non-dilutive funding for a specific venture. It infers the topic, stage and applicant model, then searches the right federal programs (SBIR/STTR, NOFOs), state and regional bodies, and private foundations — and ruthlessly cuts the big-looking programs that are structurally dead or a stage/applicant mismatch. Every opportunity is confirmed against an official source within 30 days, ranked in tiers by fit and timing, and delivered with an entity strategy and a 12-month application calendar. It spans biomedical, devices, digital health, ag, materials, energy/climate, defense dual-use and IT/AI — without forcing one field's logic onto another.

  • HowInfer topic / stage / applicant → search federal + state + foundations → verify currency → tier & sequence
  • DisciplineOfficial-source freshness (≤30 days) · expired or unannounced cycles are never ranked
  • OutputA tiered shortlist with deadlines · entity-structure advice · a 12-month sequencing calendar
  • ProvesRigorous, freshness-checked research that turns "find me grants" into an actionable plan
03 Research & reporting
Energy briefsMarket researchIndustry leads

When the deliverable is the report itself

Sometimes the product is a written brief. We produce energy-market reports and bespoke market research — reading demand and positioning from data, filings and the news — and write it up as a clean, decision-ready document. The same engine that reads a market's real demand, or surfaces leads for a whole industry, writes the brief you put in front of a client or a board.

  • BuiltEnergy market reports · demand & market research · industry lead research
  • HowGather evidence → model it → write a clear, sourced brief
  • OutputA document a decision-maker can act on immediately
  • ProvesNot just analysis — the finished, readable deliverable
04 AI-assisted review
Tax return~$20K caughtSecond pass

The five-figure catch a second pass found

A real result on a completed tax return: we ran it back through AI as a careful second pass, and it surfaced roughly $20,000 that had slipped through. It's the clearest version of what AI does best for a small business — a tireless, methodical second set of eyes on the numbers that matter, catching what a rushed pass misses.

  • Result~$20,000 surfaced on a real return as a second-pass check
  • HowAI re-checks the filing line by line as a careful second pass
  • ScopeA double-check, not tax advice or a CPA service
  • ProvesAI as a careful checker that can pay for itself in one pass
05 Build & deliver
iOS & web appsInvestor decksWebsites

Apps, decks & the raise — shipped

We ship the finished thing. We designed, built and launched our own two-sided marketplace iOS app, NextUp; we build investor and pitch decks that are research-verified to survive diligence; and we ship websites, internal tools and customer-facing apps. A landing page, an internal tool, a customer app — whatever the job needs, designed and handed over working.

  • ShipsiOS & web apps · internal tools · websites
  • DecksResearch-verified, diligence-grade investor & pitch decks
  • RangeA landing page, an internal tool, or a full customer-facing product
  • ProvesWe design, build and launch — not just advise
06 Monitoring & digests · automation
Discord & XDaily summaryCharts by email

Watches the noise, emails you the signal

An automation that monitors the chatter so you don't have to. It tracks Discord and X (Twitter) accounts all day, summarizes everything that mattered, and emails a clean daily digest — including trading setups and charts rendered right into the email. The same engine works for any feed you need watched: competitors, communities, news, or your own alerts.

  • BuiltDiscord + X monitoring · end-of-day AI summary · charted setups emailed
  • HowCollect all day → summarize the signal → email a digest with visuals
  • ReuseCompetitors, communities, news, internal alerts — any feed
  • ProvesTurns a firehose of chatter into one email you'll actually read

AI systems & data

Two projects
07 Multi-agent systems
3-model debate12-agent panelMCP serverPathways

AI that checks itself — councils, panels & connectors

A council where Claude, GPT and Gemini debate to consensus; a 12-agent biomedical research panel with a judge layer that reconciles competing findings before anything ships; and the connectors that let agents act in the real world — a custom MCP server exposing seven tools so an AI can pull live data and run your scripts. We design the pathways too, so the system is reliable, not a black box.

  • Built3-model debate · 12-agent biomedical panel · custom MCP server (7 tools) · agent pathways
  • HowParallel agents → adversarial critique / reconciliation → gated, checkable output
  • FitsPricing, diligence, forecasting — any expensive, repeated decision
  • ProvesProduction multi-agent design, not a single chatbot
08 Data infrastructure
Daily collectorsScrapersMulti-year panels

The plumbing that never sleeps

Behind almost everything here is data infrastructure that runs on schedule. We build daily collectors — the VIX surface across 500 names, skew trackers, scrapers and API feeds — that gather, clean and store data every weekday, building multi-year panels nobody had before. If you can't get the data, you can't model it; we make sure it's always flowing.

  • BuiltDaily VIX/skew collectors · web scrapers · API pipelines · multi-year data panels
  • HowScheduled jobs (GitHub Actions) → clean → store → append to a growing history
  • ScaleHundreds of records captured every trading day, for years
  • ProvesReliable, automated data collection — the unglamorous foundation

Markets, trading & quant

Eight projects
09 Automated research · options
Claude Opus670+ tickersSelf-auditingS&P-500 backtest

ORCA — an options research desk that runs itself

ORCA runs a two-stage pipeline on its own every trading morning. A quant scanner sweeps 670+ optionable stocks for gaps between the volatility the market is pricing and what each stock is actually doing — using several realized-vol estimators, an IV-rank from its own growing history, 25-delta skew and a vol cone — then a Claude analyst reads 25+ news, RSS and weather feeds, names the catalyst, and writes ranked trade ideas with exact strikes. Every idea is logged, snapshotted daily, and re-graded a week later by a second AI; a separate weekly engine runs a full S&P-500 scan and backtest on top.

  • HowScanner → Claude analyst → trade logger → weekly AI scorecard + S&P-500 backtest
  • Datayfinance chains · 9 news/RSS feeds · NWS weather · Polygon option history
  • Scale670+ tickers daily, on a SQLite IV history that sharpens as it grows
  • ProvesA complete find → decide → log → self-audit loop, fully unattended
10 Physical commodities · valuation
Crude & RINsDeterministicFail-safe gating

Hermes — a crude & RIN optionality desk

Hermes is a desk-grade engine for real commodity decisions — crude oil carry, crush and freight economics, and renewable-fuel (RIN) obligation trades under EPA rules. The numbers are computed deterministically, never guessed; AI agents scout live public data, value each position, and a skeptic layer audits the result. Its signature is refusal — in live mode it won't recommend anything until verified inputs exist — and it turns its findings into a clean written market brief.

  • HowData scout → deterministic valuer → skeptic QA → ranker → written desk memo
  • DataFRED (WTI / Brent / SOFR) · EPA renewable-volume obligations
  • SafeguardVerified-true/false gates on every input · auto-veto on missing data
  • ProvesRigor and restraint — it says "I can't" rather than bluffing
11 Quant models · bespoke
Crude spreadsJump-diffusionPricing & risk

Custom quant models — spreads, jumps & hedging

When a decision needs real math, we build the model. A crude spread model for relative value between grades and tenors; a jump-diffusion model for hedging — pricing the risk of sudden gaps, not just smooth drift; pricing, risk and relative-value models across other assets. Each one is built properly and then explained in plain language you can actually act on.

  • BuiltCrude spread / relative value · jump-diffusion for hedging · pricing & risk models
  • HowFit on real data → stress-test → translate the output into a clear call
  • StackPython · numpy / scipy · historical calibration
  • ProvesGenuine quantitative modeling, not a black-box number
12 Volatility & options-flow research
Earnings volVIX for 500Unusual flowSkew surfaces

Volatility & options-flow research, end to end

A whole suite of vol work. We decompose earnings implied-vol from the term structure and rank 150+ names before each print; rebuild Cboe-style VIX curves for all 500 S&P names daily and validate them against the official index; grade names by structural variance-risk premium; map skew surfaces across strikes and expiries; and read unusual options flow and dark-pool prints to see where the real money is positioning.

  • BuiltEarnings-vol decomposition · VIX-for-500 · VRP grading · skew surfaces · unusual-flow reads
  • Scale150+ earnings names · 500 S&P names daily · multi-year panels
  • ValidationEvery VIX curve checked against ^VIX / ^VIX9D / ^VIX3M
  • ProvesCross-asset vol research at desk standard, benchmarked
13 Live trading tech · real-time
Live broker feedGamma wallsExcel dashboardsTOS indicators

Live cockpits, Excel dashboards & ThinkorSwim indicators

The real-time layer. A 0DTE cockpit that reads live broker data, maps the day's gamma walls, and runs a paper-trader with hard risk rules and a nightly self-written journal; live dashboards driven straight off Excel that update as the market ticks; and custom ThinkorSwim indicators and scanners tuned to exactly how you trade.

  • Built0DTE live cockpit + paper trader · live Excel/RTD dashboards · ThinkorSwim studies & scanners
  • DataThinkorSwim real-time data via Excel + xlwings · session-anchored regime
  • DisciplineRisk gating · auto-disable on losing streaks · a daily learning journal
  • ProvesLive data plumbed into tools you actually watch and trade from
14 Custom methods, coded
Weis WaveVolume imbalanceBacktested

Your own method, turned into working software

Have an edge in your head? We make it run. We coded a trader's Weis Wave net-cumulative-volume method — translating a discretionary, chart-read technique into a deterministic, back-testable signal with a scale-free reversal threshold — then ran it across tickers to see where it holds and where it breaks. Bring us the method; we'll operationalize it and stress-test it honestly.

  • BuiltWeis Wave volume-imbalance engine · blind multi-ticker validation
  • HowEncode the rules → make them numeric & deterministic → backtest out-of-sample
  • HonestyWe report where it fails, not just where it works
  • ProvesWe can operationalize a discretionary method, then prove or kill it
15 Mispricing & valuation research
CEF / REITBank discrepancySEC-verified

Where price and fundamentals disagree — funds, REITs & banks

Edge Scanner hunts mispricings across closed-end funds, REITs and overlapping fund holdings — fronted by a verifier that reads the underlying SEC filings and refuses to greenlight a position it can't back up. A separate weekly scan flags bank and equity discrepancies — where rating, profitability and stock price don't line up — down to bank-level detail.

  • BuiltCEF / REIT / fund-overlap scanner · bank & equity rating-vs-profit-vs-price scan
  • Datayfinance · Morningstar categories · SEC EDGAR (8-K, Form 4, DEF 14A)
  • OutputPublish-ready weekly reports (markdown + email)
  • ProvesInstitutional-grade, filing-checked research on an indie stack
16 Prediction markets · strategy
Kalshi770+ tradesPolymarket signalsSPY & crude

Prediction-market trading & signals

We trade and model prediction markets. A systematic Kalshi strategy on Bitcoin with a full metrics layer — tracked and analyzed across 770+ trades and counting — plus a pipeline that pulls Polymarket implied probabilities into our SPY and crude-spread models, so a real crowd-sourced odds signal sits right next to the technicals. Event-contract odds become just another input the model can weigh.

  • BuiltKalshi Bitcoin strategy (770+ trades, full metrics) · Polymarket probability feed into SPY & crude models
  • HowTrack every trade → score the metrics → fold market-implied odds into the model
  • EdgeAlternative data — crowd probabilities most desks ignore
  • ProvesA real, sized track record and novel signal integration

Many of these are our own products and systems, shown to illustrate capability and method. Engagements are scoped to your data and goals — and nothing here is financial, tax, or investment advice, or a promise of any future result.

03 — How we work

One painful thing at a time.

1

We listen

A short call. You tell us what eats your time or clouds your numbers. We tell you, honestly, whether AI can help — and where it can't.

2

We prototype

We build one small piece that pays for itself fast. You see it working on your own data before anyone commits to more.

3

We expand

Where it earns its place, we widen it — more agents, more automation, more reach — always with your team holding the wheel.

04 — Pricing

Two simple ways to work together.

By the hour

Explore & advise

For audits, quick wins, and figuring out where AI actually belongs. You bring the problem; we bring the tools and the judgment.

  • Getting set up with AI from scratch
  • AI audit of a process or dataset
  • Prompt & agent tuning
  • A second opinion before you buy software
  • Hands-on help, paid only for the time used
Rate set on the call
By the project

Build & deliver

Fixed scope, fixed outcome. For something you want designed, built, and running — and handed over working.

  • A custom agent or automation, end to end
  • A website or app, built and shipped
  • A forecasting or pricing model
  • A dashboard your team will actually use
  • Delivered, documented, and supported
Quoted after a short scoping call
05 — Let's talk

Book a call.

Tell us what steals your time or clouds your numbers. We'll tell you, straight, whether AI can help — and how. 20 minutes, no pitch.

Grab a time

Ready now? Grab a slot. Prefer to send details first? Use the form.

Email us directly

We reply within one business day. We'll only use your details to set up the call — never shared, never spammed.