About

Operator.
Not an advisor.

I've spent my career inside companies at inflection points — not observing from the outside, but operating inside the revenue engine, the leadership team, and the day-to-day decisions that determine whether a company scales or stalls.

The Narrative

What I've learned scaling four companies across six growth stages.

Every company I've worked with faced a version of the same challenge: the operating model that got them to the current stage wasn't going to get them to the next one. The symptoms look different — stalled revenue, organizational chaos, board friction, missed forecasts — but the root cause is almost always the same.

Growth is not a strategy problem. It's an execution system problem.

I've built revenue engines from first customer to $100M in enterprise software. I've scaled teams from 5 to 100 people. I've managed boards through difficult quarters and then through breakout growth. I've navigated the particular complexity of selling technology into one of the most risk-averse buyer audiences in existence: community banks.

What makes the background unusual is the breadth. Most executives have one domain — sales, or product, or operations. I've had operating accountability across all of them: running engineering and software development, owning product management and roadmap, leading revenue organizations, and holding full CEO accountability for P&L, board, and company direction. That cross-functional depth is what lets me diagnose problems at the system level rather than treating symptoms in one function at a time.

What I've found is that the best companies at every stage have the same thing: a small number of people who are relentlessly focused on making the operating system work. I want to be that person for a small number of companies.

Carl McCauley
Carl McCauley
Operator · Advisor · Independent Sponsor
Focus
B2B SaaS · AI · Financial Services
Experience
20+ years B2B SaaS leadership
Specialty
$1M–$25M growth stage
Based
Available remote or on-site
Growth Stage Track Record

Scaling across four companies and six growth stages.

360factors
$200K → $5.5M+
CEO · Financial Services GRC SaaS
Led the full company for nearly a decade with operating accountability across every function: product strategy, software development, go-to-market, revenue operations, team building, and company-wide operating systems. Built from sub-$200K ARR to $5.5M+ ARR in one of the most challenging verticals in enterprise software — regulated financial institutions.
AFS Technologies
$40M → $100M
Enterprise Market Expansion · Food & Beverage ERP
Drove enterprise market entry and channel strategy for a mature SaaS business scaling toward the enterprise. Built the operational infrastructure to support a more than 2x revenue increase and a significantly larger, more complex customer base.
Zycus
$17M → $25M
Revenue Leadership · Procurement Technology
Led revenue expansion in the mid-market segment. Built out the revenue team, designed repeatable growth systems, and drove the company through the critical transition from founder-driven to team-driven sales.
MetricStream
$1M → $17M
Enterprise Sales Leadership · GRC Software
Built early enterprise sales capability from the ground up. Defined ICP, established pipeline architecture, and helped scale revenue from early-stage to meaningful scale in the governance, risk, and compliance software market.
What I Build

The three things that determine whether a company makes it to the next stage.

Revenue Engines

From first ICP to repeatable pipeline. Sales playbooks that don't depend on one person. Forecast accuracy that boards trust. The infrastructure that makes revenue predictable.

Operating Systems

Leadership cadences. OKRs and accountability structures. Board-ready reporting. The operational discipline that creates alignment at every level of the company and surfaces problems early.

Teams That Execute

Executive hiring done well. Performance management that isn't avoided. Organizational design for the next stage, not the last one. The leadership team that can operate without the founder in every room.

Work with an operator, not an advisor.

I take 2–3 engagements per year. If the timing and fit are right, let's talk.

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