James Penz

The founder facet

My companies are the lab. Your P&L is the point.

I've run my own P&L with my own capital at risk. In a hiring context that's the proof, not the distraction: the systems below run unattended by design, they don't need me at a desk, and everything they taught me is what I bring to a seat.

ClearForge.AI · what I've actually shipped

Bain rigor, operator speed. The deliverable is the working system.

Most consulting value dies in the gap between recommendation and realization. ClearForge's product is that gap: I scope to the two or three levers that carry the value, then build, deploy, and leave running infrastructure behind.

The flagship · a $4B industrial manufacturing company

The go-to-market engine their sales team now runs on

This is the flow of strategy recruiters ask about: market scan to segmentation to qualified targets to account playbooks to a weekly delivery cadence, every stage automated, governed, and still running. Click through it.

Stage 3 of 5 · Qualified targets

A ranked, reasoned target list, not a purchased one

Each account is scored for fit and carries the reason to call: the segment it belongs to, the signal that makes it timely, and the recommended play. Prospecting time fell 60% because sellers start at the conversation, not the research.

Precision fastener distributor

Great Lakes · MRO consumables

92

Signal: New plant announced; no incumbent supply agreement visible

The play: Lead with a consolidated-supply program tied to the plant-opening timeline

HVAC components OEM

Southeast · OEM components

88

Signal: Reshoring supplier base; quality escapes cited in trade press

The play: Open on certified-material traceability and dual-sourcing risk

Rail maintenance contractor

Midwest · Infrastructure services

85

Signal: Multi-year federal program awarded; procurement cycle starting

The play: Map the award timeline and bid the first package, not the master deal

Illustrative sample of the system's output · client data blinded

AgentForge, the infrastructure underneath

internal · running four business units

The 35,000-line production multi-agent system behind all of it: 20 agents, a 9-tier model router, evaluation gates, and governance I answer to as the owner. The live agent on this site's hub runs on it.

Paradosi Partners · how I raised it and how I run it

Investor reps, not just advisor reps.

The raise.
Family-office backed, with committed capital behind a thesis my partner and I wrote ourselves: acquire one great founder- or family-held industrial business in a succession situation, move in, and operate it.
The origination machine.
I built the entire sourcing system myself: industry theses written against growth and succession dynamics, an embedding model that ranks the whole market for buy-and-build fit, outbound email on dedicated warmed domains, and a dialer that prioritizes owner-direct numbers with AI enrichment resolving owner names at roughly a 90% hit rate. Brokers and the personal network run alongside the direct engine. The funnel below is the system's live output.

The funnel · from market map to signed LOIs

5,200+

Industries evaluated

Growth, fragmentation, and succession dynamics scored per industry

18

Investment theses approved

A written buy-box per industry: why now, what good looks like, walk-away lines

157,000+

Companies identified and ranked

Every company scored by an embedding buy-fit model I built, before a human touches the list

73,000+

Passed screening

Size, ownership, and fit filters against the thesis

14,000+

Owners contacted directly

Warmed-domain email engine plus an owner-direct dialer with AI name enrichment at a ~90% hit rate

1,000+

Underwritten

IC-grade three-statement LBO models from a 17-tab engine I built

25

CIMs into full diligence

CIM deconstruction, validation gates, management meetings

3

LOIs signed

Direct-to-owner negotiations, no banker between us

Live counts from the sourcing system · bar widths stylized, numbers real · every stage of this engine is software I built

The underwriting.
1,000+ targets screened and underwritten with IC-grade, formula-native three-statement LBO models produced by a 17-tab model engine I built: DCF, seller notes, real-estate treatment, sensitivity tables, the models an investment committee actually interrogates.
The diligence.
For the acquisition now under LOI, I ran buy-side diligence the way an institutional deal team would: full CIM deconstruction, document extraction into a structured deal-room summary, a three-statement LBO with explicit kill-switch criteria and lender-structure rules, three validation gates before any number reached the model, revenue-quality and margin checks against source documents, management meetings, and a 68-slide buy-side investment memorandum with open diligence gaps flagged rather than papered over.
The deals.
Direct-to-owner negotiations, no banker between us. Three LOIs signed to date, with the lead acquisition now in closing diligence. Targets and terms stay confidential until close.

Family-office backed · Committed capital · Owner-direct origination · IC-grade diligence · 3 LOIs signed

Why this matters to a hiring committee

Both ventures are staffed by AgentForge, the production multi-agent system I architected. That's the flight-risk answer in one sentence: the businesses run without me, and the operating muscle they built is exactly what the seat gets.

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About James