The autonomous operations company

We build companies where the machines do the work.

Operandi Holdings builds and operates a portfolio of businesses run by AI agents, with a single human at the helm. We don't sell software. We do the work, charge market rates, and keep the margin that headcount used to eat. Our first firm packages SBA loans. The fiftieth won't. The product is the portfolio, and the playbook for running it.

Firm #1 unit economics
Market price per file: $2,000 - $4,000 Our small-dollar tier: $750 Our marginal cost: compute + one review Salaried staff per firm: 1
Why Operandi

Every service firm is a labor cost wearing a brand. We removed the labor cost.

01 / Model

We operate. We don't sell software.

No enterprise sales cycle, no seats, no convincing anyone to adopt AI. Customers buy a finished service at the market price they already pay today. The agents are our cost structure, not our pitch. Revenue arrives per unit of work, from week one.

02 / Engine

One substrate, many firms.

Document intake, rules engines, financial spreading, quality gates, and audit-grade record keeping form a shared operating core. Each new workload reuses most of the machine. The first firm is the hardest; every firm after it is a configuration.

03 / Compounding

Cash flows buy the next workload.

Margins that headcount-based competitors cannot reach become capital for the next firm: built from scratch or acquired and converted. A holding company where operating leverage comes from agents. Berkshire's structure, Operandi's cost curve.

The portfolio

One firm at a time. Each one proves the engine again.

01
SBA Loan Packaging Agents assemble guarantee-safe SBA loan files for community banks and credit unions: $2,000 to $4,000 per file in a record $37.3B market where 98% of lenders lack in-house scale.
Workload #1 · lender-paid, per file
In build · 2026
02
The mapped expansion Four researched cartridges, in order: compliance testing for the same community banks (the buyer firm #1 already serves), federal certification packaging (the same SBA rulebook, leads from firm #1's banks' borrowers), insurance policy checking (a market already outsourcing 20M+ transactions a year), and payer credentialing for independent practices. Each priced by an existing market; none starts before firm #1 earns.
Funded by firm #1's cash flow
2027
03
Acquire & Convert Buy sleepy, profitable human-run service firms and re-platform them on the Operandi engine. The rollup, powered by a cost curve incumbents cannot follow.
Holding-company phase
2028+
04
The Playbook The operating manual for firms run by machines: governance, quality gates, audit-grade records, human-at-the-helm design. Written by running them, not theorizing about them.
The 50-year asset
Always on
Inside firm #1 (an example, not the product)

What a day inside an autonomous firm looks like.

Every Operandi firm runs the same way: agents execute the work, a human signs it, revenue books per unit. Here is that pattern in firm #1, following one SBA loan file. Swap the file for an invoice, a claim, or a tax return, and you have firm #2.

Step 01

Intake

A community bank sends a borrower's raw documents: tax returns, financial statements, debt schedules, licenses. Agents classify, extract, and index every page in minutes.

Step 02

Eligibility screen

Agents test the deal against SBA's rulebook (SOP 50 10): size standards, use of proceeds, affiliation, credit elsewhere. Problems surface on day one, not at closing.

Step 03

Financial spreading

Three years of financials normalized, ratios computed, repayment ability documented in the lender's format. The work a junior analyst spends days on, done before lunch.

Step 04

Package assembly

The complete, guarantee-safe file is assembled against the live checklist: every form, every exhibit, every signature flagged. Nothing missing, because checklists are what machines never skip.

Step 05

The human gate

One experienced human reviews every file before it ships: a 20-year software veteran who built JP Morgan's syndicated loan systems, applying judgment where judgment belongs. Agents do the work; a human signs it.

Step 06

Deliver and book revenue

The lender receives a submission-ready package in days, not weeks, and pays the standard per-file fee. Our cost was compute. The difference is the business model.

Firm #1's market, by the numbers
$37.3B
SBA 7(a) lending in FY2025, a record year (SBA public data)
23,000
Lenders hold SBA authority; 98% close fewer than ten loans a year
$2-4K
What banks pay per packaged file today, with three-week turnarounds
70%
Of the engine carries into every next firm; each new workload is a configuration
Status · June 2026

Working system built: agent pipeline with a fail-closed human gate and a tamper-evident, hash-chained evidence log on every file. Deterministic where correctness matters: the math is computed, never generated.

Pipeline

66 target banks pain-ranked from the SBA's own loan-level FOIA data (374,000 rows), with named lending officers. First pilot offers out June 2026: two free files, run in parallel with the bank's current process.

Why now

Agent reliability crossed the production bar within the last year. The AI money in this market sells software to lenders; nobody operates for the 98% too small to buy software. Open seat, closing in quarters, not years.

For community banks and credit unions

What your bank gets: submission-ready SBA files, in days, at the price you already pay.

You send the borrower's raw documents. We return a complete, guarantee-safe 7(a) package: eligibility screened against SOP 50 10, financials spread, every checklist item closed, reviewed and signed by an accountable human. You keep the borrower relationship and the loan. We handle the paperwork that was keeping you out of the program.

Speed

Days, not weeks

Packages delivered in days instead of the three-week industry standard. Your borrower closes faster; your team never builds an SBA back office.

Price

Standard rates, or less

Market LSP rates on standard files, and a $750 tier for the small-dollar loans no packaging shop wants. Lender-paid only, per SBA rules. Your first two files are free, run in parallel with your current process.

Proof

Nothing missed, everything logged

Every file carries a complete, tamper-evident record of every check performed: ready for your credit committee, your auditor, and your examiner. A named reviewer signs every package.

Talk to us

Building the first firm now.

We are early and deliberate. If you run SBA lending at a community bank or credit union, invest in autonomous operations, or have walked the lender-services road before, we would value a conversation.

Who we are talking to

  • Community bank and credit union lending leaders exploring SBA volume
  • Investors in AI-native operations and services
  • SBA veterans: former LSP operators, BDOs, and packagers
  • Engineers building agent systems for regulated work

We reply within two business days. Submissions are not shared with third parties.