From Revenue Fog to AI Clarity: Why I Built the Platform I Couldn't Find
By Ty Waters – Chief Revenue Officer of TopBuilder | ContractorBI™ and CEO & Founder of J. Waters AI
June 8, 2025
The Problem No One Could Solve
I didn't set out to build software. I set out to solve a problem no one could give me a straight answer to:
Why aren't we getting funded—even when the revenue is there?
As the CRO of a growing ConTech SaaS company, I was living in dashboards. I owned revenue. I led GTM strategy. I sat in every investor call. And still, when it came time to defend our capital readiness, the answers felt like guesswork. Our numbers were solid, but the insights were fragmented. We could talk metrics—but not investor perception.
We kept hearing the same story from investors:
"You're close, but something's missing."
It wasn't the traction. It was the clarity.
The Revenue Blind Spot No One Talks About
The Revenue Blind Spot No One Talks About
CROs today are expected to be more than sales leaders. We're accountable for revenue, product influence, GTM alignment, investor readiness, and strategic growth. But no one prepares you for the blind spot that matters most when raising capital:
Perception.
You can show growth and still get passed over. It's not just about the metrics—it's how those metrics align with investor expectations. And if you don't know how you look through a VC's lens, you're flying blind.
This isn't hypothetical. It's a systemic issue across vertical SaaS. According to Affinity's 2025 report, most founders raising at the traction stage are overlooked not for a lack of progress—but for a lack of capital fluency and strategic framing (Affinity, 2025).
Capital Readiness Isn't a Buzzword. It's a Strategy.
The Problem
When I started asking other founders, VCs, and operators how they defined "capital readiness," I heard a dozen different answers. Everyone had metrics. No one had clarity.
The Research
So I pulled every benchmark I could: Affinity's VC readiness data, Bessemer's Cloud 100, CEMEX Ventures' ConTech insights, and S&P's private capital snapshots (Bessemer, 2025; CEMEX Ventures, 2025; S&P Global, 2025). Then I cross-referenced that with what we were seeing internally at ContractorBI.
The Realization
The result was sobering: We didn't need another dashboard. We needed a second brain. Something that could interpret performance through an investor lens—automatically, intelligently, and with strategy at its core.
Why I Built J. Waters AI
J. Waters AI is the capital readiness engine I couldn't find—so I built it.
It's not a CRM. It's not a pitch deck generator.
It's an AI-powered platform that translates business performance into fundable insight.
Benchmarks revenue against investor expectations
Flags blind spots in your capital narrative
Surfaces real-time, investor-grade insights
Prepares founders for serious conversations—not surface-level ones
This isn't about presentation. It's about precision.
Why Only ConTech?
Industry Expertise
Because it's the vertical I know. I've worked inside the ConTech SaaS space long enough to know where the blind spots live.
Overlooked Potential
I've seen what happens when strong companies with traction still get overlooked—simply because investors don't understand the space or the signal gets lost in translation.
Specialized Guidance
I built J. Waters AI to answer the questions no one could clearly answer when we needed it most. And now I want to help other founders do the same—get clarity, not just capital.
J. Waters AI speaks ConTech. It doesn't generalize. It guides.
The Future of Revenue Leadership Is Product
CROs are no longer just revenue operators. McKinsey, Gainsight, and Eric Janssen's CRO Playbook all point to the same shift: the future of revenue leadership is product-driven (McKinsey, 2024; Janssen, 2022).
We're system builders now—designing growth frameworks, insight engines, and strategic alignment tools.
The best way to lead revenue in this new era? Build the system you wish existed.
That's what J. Waters AI is.
What's Next
Private Beta
J. Waters AI is currently in private beta.
Qualification
We're only working with founders who've crossed the $500K ARR threshold—because we built this for those who are ready, not just hopeful.
Purpose
This isn't about raising faster. It's about raising smarter.
If you're tired of flying blind…
If you want to know exactly what your business looks like through the lens of AI and investor-grade metrics…
Join Our Beta
Join the beta waitlist today:
References
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