Richard McKellar

Richard McKellar

I help businesses adopt AI workflows. Advising investors launching direct funding companies.

Morristown, NJ · Available for consulting

Former VP & Executive Board Member at Whetstone HoldingsC-Suite$100M+ Personally Funded MCA/RBF15+ Years MCA AdvisoryAI and Agent Adoption and Integration

Fractional AI Executive · Multi-Venture Founder

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Core Competencies

Strategic Advisory Areas

Richard provides targeted advisory services for technology adoption and alternative asset finance.

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⚡AI DeploymentBuild agents into your systems🎯AI StrategyRoadmap, governance, ROI💰Funding & CapitalMCA, lending, brokerage🎨Promo & MerchBranded products & apparel

AI Consulting & Workflows

Implementing AI integrations and training workforces on daily adoption. Richard delivers bespoke automations, AI adoption strategies, and technical sales training to streamline operational overhead and accelerate pipelines.

Key Focus Areas

  • AI and Agent Adoption and Integration
  • Automated Lead Triage & Routing
  • Custom Context-Aware Agent Deployments
  • Workflow Integration & Workforce Training
  • Keynote Speaking & Executive Leadership Training
  • Workforce Development Training
  • Administration & Logistics Support
  • Business Analysis & Process Services
AI Agent / Business IntegrationWorkforce Training & EnablementAI Strategy & Insights BlogView Advisory Scope Below

Capital & Advisory

15+ Years

15+ years in alternative lending and commercial funding. Direct lending advisory, brokerage operations, and independent borrower-side loan offer review.

Key Focus Areas

  • Direct lending platform setup & scaling
  • Brokerage operations & ISO networks
  • Underwriting & risk model refinement
  • CRM setup (Salesforce, HubSpot, custom)
  • Loan offer review & term benchmarking
  • Warehouse lines & syndication
My Commercial FundingMCA Direct Lending AdvisoryMCA Brokerage AdvisoryBorrower-Side Funding Review

Fractional Chief AI Officer

Focus

A senior AI operator on a fractional basis. Richard builds a clear 90-day AI operating plan with governance, prioritization, and executive accountability — measurable ROI without a full-time CAIO hire.

Key Focus Areas

  • Executive AI Council & governance charter
  • Prioritized 90-day AI operating plan
  • ROI measurement tied to decision gates
  • Workforce enablement & ownership transfer
Explore the Fractional CAIO PracticeSchedule Executive BriefingInquire about Fractional CAIO

Fractional FDE

New

Embedded AI engineer to map workflows and deploy agents on your existing stack. Diagnostic audits, pilot builds, and ongoing retainers.

Key Focus Areas

  • AI workflow audit & ROI matrix
  • Custom agent build on existing stack
  • Shadow → production deployment
  • Documentation & team handoff
Explore the Fractional FDE PracticeBook FDE Scoping CallInquire about Fractional FDE

Current Ventures

My Commercial Funding

Chief Revenue Officer · Premium MCA Platform

The Institute for AI Adoption

Chief AI Officer · AI Adoption Facilitator (Companies & Governments)

© 2026 McKellar.dev · Morristown, NJ
Consulting Practice for Artificial Intelligence Adoption & MCA Platforms