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Truvisory
§ Federal Track / SDVOSB

AI and Cloudflare-native systems, delivered under SDVOSB set-aside.

Truvisory® LLC is a Service-Disabled Veteran-Owned Small Business (SDVOSB) and VOSB, with active SAM.gov registration — ready for direct award under VA Veterans First and SBA SDVOSB sole-source pathways up to $5M.

§ 01 / At-a-glance

Designed to be scanned in six seconds.

Set-aside SDVOSB Sole-source ≤ $5M
VA Pref Veterans First Eligible · 38 USC 8127
Vehicle SAM.gov Active DSBS verified
Compliance CMMC L1 L2 C3PAO underway
Bench Solo + Subs Vetted bench, no offshore
Stack Cloudflare-native Workers · Workers AI
Founder Combat Vet U.S. Army · Afghanistan · Sgt
Turnaround 5 biz days Sources sought / RFI
§ 02 / Core competencies

Four capability areas, federal-grade end to end.

C / 01

Agentic AI & RAG systems

Multi-agent orchestration with tool use, MCP-compatible interfaces, and retrieval-augmented generation over agency-controlled data — built on Cloudflare Workers AI, Vectorize, and Durable Objects.

Workers AI Agents SDK MCP Vectorize Durable Objects
C / 02

Federal-grade automation

Workflow systems with full audit trail, versioning, human-in-the-loop guardrails, and role-based access — designed for FedRAMP-aware deployments and OMB AI Action Plan compliance posture.

Workflows Queues D1 R2 Audit log
C / 03

Cloudflare-native edge architecture

Sub-50ms inference at 330+ locations on the same infrastructure proxying ~20% of the web. Region-pinning for data sovereignty; AI Gateway guardrails; pay-per-inference cost model.

Workers AI Gateway Hyperdrive R2 Containers
C / 04

Capability briefings & training

Technical workforce development for agency teams: Cloudflare AI primitives, agentic patterns, RAG architectures, MCP tool surfaces. NAICS 611420 — delivered virtually or on-site.

Briefings Workshops NAICS 611420
§ 03 / Past performance

Quasi-public-sector and operator-scale references on file.

Experience Period Role Scope Outcome Reference
MapMatix
CRM & automation · CTO · Denver
Jul 2025 – May 2026 CTO Architect of the technology platform behind a CRM-optimization & business-automation practice — custom integrations, workflows, and full custom CRM builds. $32K avg recovered per CRM audit. POC on req.
Daddy's Chicken Shack Franchises
PE-backed multi-unit franchise
Mar – Oct 2024 President P&L, growth, and tech end-to-end. Site overhaul on Cloudflare-secured static stack; AI/ML inventory + KPI platform; automated marketing infra; trademarks Food Like The Photos® & Franchise Your Future®. 10× web traffic; 80,000+ signups; Zapier Award winner. POC on req.
Port of Subs
Acquired sub-sandwich franchisor
Apr 2023 – Oct 2024 CTO 100% of pre-acquisition tech diligence + complete post-acquisition tech overhaul: loyalty (PAR Punchh), site, kiosks, 2FA, ERP migration to cloud. 3× web traffic; legacy → cloud ERP. POC on req.
Area 15 Ventures
PE-backed franchising portfolio (500+ locations)
Jun 2022 – Oct 2024 VP · Chief of Staff Mortgage-franchise partnership architecture, custom pro-forma engine, M&A navigation across portfolio. Promoted to President of Daddy's Chicken Shack. Portfolio M&A executed. POC on req.
Motto Mortgage Plus
Multi-state mortgage broker
Oct 2020 – Nov 2022 COO Built internal platform that 3× processor output; created pre-approval app + lead-gen site. Mortgage operations at scale. UWM Innovation Award; Fortune / GPTW. POC on req.
RE/MAX (NYSE: RMAX)
120,000+ agent franchisor · world HQ
Feb 2016 – Apr 2018 Head of RR&CX Launched the Recruiting / Retention / Customer Experience division; ran NPS programs across US & Canada presented to the Board; supported the Motto Mortgage launch. 38% NPS response rate; 50 Motto franchises in yr 1. POC on req.
U.S. Army
Infantry Team Leader & Combat Medic
Aug 2007 – Aug 2011 Sergeant (E-5) Led seven-soldier teams in deployment ops; combat tour during Afghan elections against heavy resistance. Zero casualties during election ops. DD-214

// Performance under FAR 15.305(a)(2)(iv): for federal entrants, FedBiz Access guidance permits operator-track and PE-portfolio references. References are real, recent, relevant, and contactable on request under NDA.

§ 04 / Differentiators

The wedge — at the intersection of four things almost no one combines.

Combat-veteran founder

U.S. Army Infantry Team Leader & Combat Medic. Sergeant (E-5). Afghanistan. Discipline as an operating system, not as marketing copy.

$

20+ yrs P&L

Franchising, PE-backed ops, COVID-era state economic response. Operator scar tissue, not consulting theory.

Cloudflare-native

Workers AI, Agents SDK, Durable Objects, Vectorize. Rare in the SDVOSB cohort.

Direct principal delivery

No junior staff aug, no offshore handoff. The principal you brief is the principal who ships.

§ 05 / Vehicles & pathways

Direct award today; teaming-eligible at scale.

Direct

  • SDVOSB sole-source
    Services & manufacturing · ≤ $5M
    Ready
  • VA Veterans First
    38 USC §8127
    Ready
  • VOSB set-aside
    Veteran-owned competitive
    Ready
  • Small Business set-aside
    FAR Part 19
    Ready

Teaming & IDIQ

  • OASIS+
    SB pool · sub teaming
    Teaming
  • CIO-SP4
    NIH NITAAC
    Teaming
  • Alliant 3
    GSA · pending awards
    Teaming
  • SEWP VI · ITES-4S
    NASA & Army CHESS
    Teaming
  • GSA Multiple Award Schedule
    IT Cat 511 / 54151S
    Pursuing
§ 06 / Target agencies

Mission-aligned focus, not a wishlist.

The top eight federal agencies account for over 82% of all SDVOSB dollars in FY2025. We concentrate BD on agencies with mission alignment to AI/automation modernization and an active set-aside posture.

VA

Department of Veterans Affairs

Veterans First · 38 USC §8127 · CDW
DoD

DoD digital modernization

CDAO, DDS, agency innovation orgs
GSA

GSA Technology Transformation

TTS · 18F · centers of excellence
DHS

Homeland Security

CISA · S&T · cyber AI
DOC

Department of Commerce

NIST AI · Census · NOAA
HHS

Health & Human Services

CMS · NIH · ASPR
DOE

Department of Energy

National labs · grid AI
USDA

USDA / FSA

Civilian agency AI rollouts