Kyle Chase

Serial Founder · 3 Companies Built · 2 Exits

Kyle
Chase

Growth Operator · 2x Exit Founder

Serial founder and operator with 2 exits — most recently scaling a subscription software business 15x with 60%+ EBITDA margins.

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Companies Built

Vertical SaaS Platform

15x Revenue · $30M+ Scale · 60%+ EBITDA Margins
CMO / De Facto CEO · Tampa, FL · 2018–2025 · Institutional-quality exit

Invoice Maker

$500K+ ARR · 3,000+ Subscribers · 50K+ Monthly SEO Users
Co-Founder · Adjacent SaaS product · 2019–Present

Hyperion Managed Service

7-Figure Revenue · Strategic Exit 2014
Co-Founder · Left college to build · Michigan · 2004–2014

15x
Revenue Growth
60%+
EBITDA Margin
80K+
Subscribers Built
5x
LTV:CAC Ratio

Executive Summary

I left college to co-found Hyperion Managed Service — grew it to 7 figures and exited to a strategic buyer. I then joined a subscription software company as CMO and de facto CEO — owning the P&L, building the full management team, and driving commercial strategy from early-stage to institutional-grade exit.

18 months in, we co-founded Invoice Maker as a strategic adjacency, scaling it to $500K+ ARR. I specialize in PE-backed software and tech-enabled services where acquisition economics, retention, and operator discipline create compounding value.

I've operated at PE tempo — I understand hold periods, value creation plans, and what it takes to prepare a business for exit. I've built the exact playbook PE firms want deployed: scalable CAC, margin expansion, and a management team that outlasts the founder.

Customer acquisition at scale — organic, paid, and blended channel models
P&L ownership and EBITDA expansion through pricing and operational discipline
Management team building from scratch in high-growth environments
Product-led growth and retention in subscription software businesses
Data standardization to build measurable, repeatable results

Target Opportunity

Role Chief Revenue Officer, CMO, or President / GM at a PE-backed company
Sector Vertical software, SMB SaaS, or tech-enabled services
Stage $25M–$150M revenue, growth-oriented, with an active sponsor
Value Add Accelerate ARR growth, improve unit economics, or build a scalable go-to-market

Career History

Chief Marketing Officer / De Facto CEO

Confidential SaaS Company · Tampa, FL

  • Built management team; owned P&L through 15x revenue growth to $30M+ with 60%+ EBITDA margins
  • Designed multi-channel acquisition engine sustaining 5x LTV:CAC at 80K+ subscribers
  • Led 35+ PE buyer management presentations during a full sale process
2018 – 2025

Co-Founder

Invoice Maker · Adjacent SaaS product

  • Co-founded online invoicing platform; grew to $500K+ ARR with 3,000+ subscribers
  • Built 50K+ monthly organic users through SEO-driven content strategy
  • Launched as a strategic adjacency to expand TAM into the SMB invoicing market
2019 – Present

Founder / Principal

Birch Tree Properties · Michigan

  • Passive real estate portfolio with $5.5M in unencumbered assets under management
  • Fully automated property management through digital process automation and third-party workflows
2015 – Present

Co-Founder

Hyperion Managed Service · Michigan

  • Left college to co-found; grew to a 7-figure managed services company serving medical offices and surgery centers
  • Managed 3,000+ devices across 30+ client locations
  • Successfully exited via sale to a strategic competitor
2004 – 2014

Capabilities & PE Fit

Growth Architecture

Built blended acquisition models across SEO, SEM, content, social, and direct — optimizing to LTV:CAC at scale

P&L Ownership

Full EBITDA accountability from early-stage through institutional-quality exit process

Team Building

Hired and scaled C-suite from scratch: CCO, CFO, COO, CCustO, Dir. of Ops

Subscription Economics

Deep expertise in churn, LTV, cohort analysis, and pricing strategy in subscription software

Product Expansion

Launched adjacent products (Invoice Maker) and expanded TAM through new verticals and SMB offerings

Investor Fluency

Ran PE sale process, led 35+ management presentations, and understand sponsor dynamics from the inside

Why a PE Portfolio Company — and Why Now

I've operated at PE tempo — I understand hold periods, value creation plans, and what it takes to prepare a business for exit.
I'm most valuable where the sponsor needs to accelerate ARR, fix unit economics, or build a go-to-market from the ground up.
I've built the exact playbook PE firms want deployed: scalable CAC, margin expansion, and a management team that outlasts the founder.
I've sat across the table from PE buyers — I speak the language fluently and won't have a learning curve on board dynamics.

Let's talk about your portfolio company.

If you're a PE operating partner or a portfolio company building toward a growth or exit event, I'd like to connect. Fill out the form and I'll follow up directly.

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