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Caret Appoints Jay Kuhlman As Chief Executive Officer

PRIVATEJun 24, 202512 months ago

Position

Chief Executive Officer

Company

CARET

Jay Kuhlman
Del MarSoftware

Description

CARET has announced the appointment of Jay Kuhlman as its new Chief Executive Officer, succeeding interim CEO Mark Schatz. Kuhlman brings over 25 years of leadership experience in technology and growth-stage businesses to drive the next phase of growth for CARET.

Company Information

Company

CARET

Location

Del Mar, California, United States

About

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing platforms to take firms, professionals, and their clients further.

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Predictive Intelligence
Strategic

ML-powered predictions for CARET's next move

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Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.