Bellvue Group

See it run before you take our word for it.

Nine projects, built end to end — software for how a business actually works, and public-record data most people never bother to pull.

See the work What we could build

56,655

Businesses indexed

Source: businesses table — Boomer

434,974

Advisor records

Source: firm_representatives table — AdvisorSearch

9

Projects shipped

Source: counted on this page

What we do

Three things, done properly

Custom software for how you actually work

Deal Desk, DD Walk and Chaotic Kuts are each built around one job someone already does — not a generic template with someone else's workflow bolted on.

Data nobody else has, from sources anyone can check

Boomer and AdvisorSearch are built from public filings and directory records — SEC filings, state registrations, chamber directories — never guessed and never pulled from a source that says not to.

Agent crews that do the work at a cost that makes sense

Research and QA run on agent crews with their own subscription cost, not a metered bill that climbs with every step.

Featured work

Four of the nine

Data & research

Deal Desk

A deal command center for multifamily real estate — from first sighting through years of ownership.

  • Multifamily RE
  • Underwriting
  • Mock mode

Field tools

DD Walk

A due-diligence inspection sheet an inspector carries through every unit — works in a basement with no signal.

  • Offline-first
  • 29 condition fields
  • v0.4.0

Data & research

Boomer

Finds small businesses whose owners are likely approaching a sale or retirement, from public directory data.

  • Public records
  • 9 states
  • Provenance

Data & research

AdvisorSearch

See the whole RIA succession market from public SEC filings — nationwide map to your shortlist in three steps.

  • SEC filings
  • 23,512 firms
  • Provenance

See all nine →

The anchor engagement

Two of these run a real investment firm.

Clayton Huck builds and runs this software for Westfork Capital Group. It's the longest-running client relationship at Bellvue, and the reason two of the nine projects on this site exist.

Deal Desk is Westfork Capital's deal command center. DD Walk is West Fork Capital Group's due-diligence inspection tool. Both are in active use and active development — Deal Desk has a live handoff document, and DD Walk is at v0.4.0 with phase 8 in progress.

Deal Desk DD Walk

Read about the engagement →

What people say

In their own words

"He is the smartest kid I've met, and I learn something new from him every day."

Dalton Buehler — Partner, Westfork Capital Group

"The stuff he's done has had an impact on our firm."

Colt Buehler — Westfork Capital Group

"The stuff you're build is just incredible, man."

David Rosenbaum

Process

How a build actually runs

  1. We work out what you actually need

    A short spec before anyone builds.

  2. We find out what's true

    The research crew checks facts and sources, and a second agent re-verifies without seeing the first one's work.

  3. We build it in parallel

    Screens and logic at the same time, against one plan.

  4. We try to break it

    QA loops until it meets a written definition of done.

  5. You get something that runs

    Plus a plain-English summary of what it does.

If any of this looks like your business, let's talk about yours.

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