Prerit (Pete) Patel

Technology & Operations Strategist | FinTech & Real Estate

I architect scalable business systems that optimize cash flow, eliminate operational drag, and drive sustainable growth—without increasing headcount.

25+ Years of Experience

Founder and CEO across diverse sectors including HR, healthcare, and real estate.

Process Automation

Leveraging AI and BPO principles to build self-sufficient, 24/7 operational models.

Cost & Spend Management

Holistic financial oversight to reduce overhead and maximize investor returns.

The Architect

My Philosophy

My Journey

My entrepreneurial journey began at NYU, shaped by 9/11 and a deep dive into labor economics. This ignited my core mission: to build resilient businesses that aren't dependent on fluctuating labor markets. I saw the power of data and technology not just as tools, but as the foundation for creating 'operational arbitrage'—systems that are transparent, sustainable, and radically efficient.

My approach is rooted in the principles of spend management and BPO. I believe in replacing manual workflows with intelligent automation and integrating disparate functions like HR, finance, and compliance into a single source of truth. This de-risks operations, enhances the consumer experience, and creates a business environment agile enough to thrive in any economic climate.

"The most valuable asset is a well-designed system. It works tirelessly, scales infinitely, and pays dividends in perpetuity."

Core Competencies

Asset & Risk Management: Licensed in Real Estate and Insurance (Life, Health, Property, Casualty), providing a holistic view on asset protection, compliance, and growth.
Technology Integration: Expert in deploying cloud infrastructure (AWS/GCP), AI-driven tools, and blockchain concepts to build secure, scalable operational platforms.
Financial Oversight: Deep experience in financial modeling, cash flow optimization, and leveraging FinTech solutions to reduce transactional friction and improve reporting.
Franchise & Fleet Operations: Hands-on leadership in managing complex logistics, supply chains, and multi-unit franchises (BP, Taco Bell), with a focus on maximizing unit economics.

Case Studies

Professional Blueprint

RJ Employer Consulting

Fractional COO / BPO Architect

Providing a BPO-as-a-Service model to unify HR, payroll, and financial reporting, reducing administrative overhead by an average of 30%.

Lab & HR Testing Solutions

Compliance-as-a-Service Platform Founder

Engineered an automated, FCRA-compliant platform for HR and healthcare testing, removing the friction of traditional insurance and lab networks.

J&M Mini Storage & Car Wash

Unattended Operations Innovator

A real-world R&D project in full automation, achieving 95% unattended operations for 24/7 revenue generation with minimal human capital.

Strategic Ventures & R&D

Founder & Technologist

Incubating next-generation solutions at the intersection of FinTech, Real Estate, and Mobility.

Methodology

Industry Blueprints

Core Challenge:

High transaction fees, slow reconciliation, and lack of financial transparency for investors in syndicated deals.

My Solution:

I implement embedded finance solutions and automated reconciliation workflows, creating a single source of truth for all transactions. For investment vehicles, I use blockchain principles to provide radical, auditable transparency.

Key Outcome:

Reduced payment processing fees by up to 40%, cut monthly closing times by 50%, and increased investor confidence through verifiable reporting.

Connect

Start a Conversation

I'm always open to discussing new ventures, strategic partnerships, or advisory roles where I can apply my expertise in technology-driven operations to create significant value. Let's connect and explore the possibilities.

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