Heritage Capital

Modernize. Grow. Scale.

AI and automation for small-to-mid-sized businesses. We modernize workflows, data, and decision-making so operators grow faster, with measurable ROI in weeks, not years.

Trusted by Hundreds of Businesses

Services we Offer

AI Readiness & Value Mapping

We assess your operations, data, and tech stack to identify AI use cases with near-term ROI. Deliverables include a prioritized roadmap, data gap analysis, and a 90-day execution plan.

Data Foundations for SMBs

We implement the plumbing: ETL and ELT pipelines, data warehouses, and governance so your teams can trust the numbers. Lightweight, secure, and built for non-FAANG budgets.

AI Copilots & Workflow Automation

Custom copilots for sales, operations, finance, and customer support. Reduce manual work, accelerate quotes and invoicing, and improve service levels with auditable automation.

Analytics & Decision Intelligence

Dashboards that highlight unit economics, pricing power, churn risk, and demand signals. We connect to your existing tools, including ERP, CRM, and accounting, for a single source of truth.

Our Partners

Over 100+ years of experience in business and fiance

Phil

Phil is an entrepreneur who acquired his first business at 18 and has consistently delivered 25% year-over-year returns across his ventures.

Kevin

Kevin founded and scaled the largest IoT device company in China, securing over $150M in funding through Series C.

Sam

Sam served as Chief Credit Officer at one of the largest U.S. government financial institutions, helping manufacturers establish financial frameworks to expand into global markets.

John

John was an Executive Director at JP Morgan, where he raised and managed more than $1B in funds throughout his career.

Peter

Peter is a leading business development officer at a nationwide bank, supporting hundreds of businesses each year in accessing the capital they need to grow.

Leon

Leon leads client experience and technology services at the firm, driving innovation and ensuring seamless solutions for every client.

Get Started

Our Process

Ready to explore practical AI for your business? In one week, we will deliver a prioritized roadmap and a 90-day plan tied to financial outcomes.

Get Started

Kickoff workshop to map workflows, data, and quick win opportunities.

Data and systems audit to surface integration needs and ROI assumptions.

Deliver roadmap, 90-day plan, and measurement model to launch pilot sprints.

Company

Our Mission

We started Heritage Capital to help operators turn AI from buzzword into operating leverage. We have built and financed real-world businesses, so we focus on durable value: cleaner data, faster decisions, and automation that sticks. Our mission is to give SMBs enterprise-grade capabilities without enterprise-grade overhead.

Heritage Capital