Operating Partner
CurrentPartner with Founders, CEOs, and portfolio company leadership to accelerate growth & achieve operational scale
2023 - Present
~3 yrs 6 mos
AeroLeads people directory · profile
Carson Li Email & Phone Number
Operating Partner | Board Member
at
Bregal Sagemount
2 work emails found
@mckinsey.com
1 phone found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Operating Partner | Board Member
Location
Austin, Texas, United States
Who is Carson Li? Overview
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Quick answer
Carson Li is listed as Operating Partner | Board Member at Bregal Sagemount, based in Austin, Texas, United States. AeroLeads shows a work email signal at mckinsey.com, phone signal with area code 212, and a matched LinkedIn profile for Carson Li.
Carson Li previously worked as Operating Partner at Bregal Sagemount and Operating Partner at Growth Factors. Carson Li holds Master Of Business Administration (M.B.A.) from Yale School Of Management.
Company email context
Email format at Bregal Sagemount
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{first}_{last}@mckinsey.com
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AeroLeads found 2 current-domain work email signals for Carson Li. Compare company email patterns before reaching out.
Profile bio
About Carson Li
Operating Partner at Bregal Sagemount ($7B+ AUM) and Board Member of portfolio companies. Senior leader who grew multiple tech startups from <$10M to $100M+ ARR and helped achieve $1B+ valuations. Proven record of building inspired teams & functions, managing P&L, partnering w/ customers, and delivering results. Collaborative, cross-functional, and committed to helping develop people.Previously led GTM & Revenue Operations at Cart.com, responsible for Enterprise business at Samsara, and former mgmt consultant in McKinsey's Tech & Startup practices. Experienced in scaling fast-growing companies and leading cross-functional organizations (in growth strategy, business/sales ops, finance, and product). MBA from Yale and BS from Berkeley. Avid traveler (7 continents, 90+ countries).Specialties: Go to market, biz ops, sales ops, P&L ownership, advanced analytics, IP, customer acquisition & retention, strategic finance, investor relations, relationship & project management, team building
Listed skills include Financial Modeling, Management, Intellectual Property Valuation, Strategy, and 4 others.
Current workplace
Carson Li's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles · 17 years
Carson Li work experience
A career timeline built from the work history available for this profile.
Operating Partner
Current
2023 - Present
~3 yrs 6 mos
Senior Vice President, Gtm And Revenue Operations
Led all operations on the end-to-end customer journey including marketing ops & technology, sales ops & systems, deal desk, commissions, and customer success ops teams. Cart achieved a $1B+ valuation
2022 - 2023
~1 yr
Vice President, Finance And Operations
Led strategic finance, operational finance, investor relations, and KPIs. Helped raise $240M round of funding in debt & equity and acquire 3 companies
2021 - 2022
~1 yr
Chief Of Staff To The Ceo
2021 - 2021
Director, Business Operations
Responsible for Enterprise business at Samsara, helped grow revenues 10x+ in 2 years. Samsara IPO'd for $10B++ Delivered exceptional growth for Enterprise business, scaling ARR to $100M+ while overseeing multiple teams+ Developed operating plan (P&L, headcount, quotas) with Finance & Sales leadership and set OKRs & targets+ Owned pipeline generation, collaborating with Marketing, Partners, AEs, & BDRs to qualify $500M+ in pipeline+ Navigated global supply chain shortage, allocating 100K+ units worldwide without losing a single customer+ Solved 100+ stuck deals by building cross-functional solutions with Product, Engineering, Finance, and Legal+ Achieved industry-leading gross margin and customer retention metrics
2019 - 2021
~2 yrs
Engagement Manager
Led 20 successful projects in McKinsey's Tech & Startup practices, partnering with Founders & C-level clients to grow companies, achieve operational excellence, and deliver bottom-line impact+ Developed growth strategy for software startup enabling 10x revenues in 3 yrs ($100M+ ARR) on SaaS margins+ Scaled client from 1 to 17 US states and online, hired 50+ critical roles (product, eng, mkting); acquired for $4B+ Orchestrated $1B+ P&L turnaround for F500 Tech giant; executed improvements in multiple BUs & functions+ Launched new digital app for Tech client, enabling 5k users to make data-based estimates of competitor prices+ Directed 6 data scientists/engineers in using AI/machine learning to cut churn by 5% & lift cross-sell by $50m++ Re-engineered service ops process for EU Tech client, improving customer satisfaction (+20 to NPS) + Created new business by winning 3+ RFPs per year, building effective delivery teams and client relationships+ 1 of 3 Engagement Managers selected worldwide to join McKinsey’s Startup practice
2017 - 2019
~2 yrs
Associate
2015 - 2017
~2 yrs
Summer Associate
2014 - 2015
~1 yr
Consultant
Provided financial & economic consulting, specializing in tech and intellectual property valuation; worked directly with CEO on 15 high-asset cases, successfully valuing $50B+ in tech IP+ Developed case strategy for Apple v. Samsung with cross-functional team of managing directors and valued competitive technology, saving client $1B+ in damages+ Led complex and innovative financial model to assess new tech algorithm; client awarded $450+ million+ Managed teams of up to 7; mentored & trained 12 associates/analysts who generated $5M+ in annual revenue+ Co-authored 20+ reports, writing 500+ pages of expert witness testimony which has withstood judicial scrutiny+ Earned highest firm wide performance review score of any consultant, associate, or analyst, three years in a row
2013 - 2013
Associate
2012 - 2013
~1 yr
Analyst
2010 - 2012
~2 yrs
3 education records
Carson Li education
Master Of Business Administration (M.B.A.)
Yale School Of Management
Bachelor Of Science, Business Administration
University Of California, Berkeley, Haas School Of Business
Management
King'S College London
FAQ
Frequently asked questions about Carson Li
Quick answers generated from the profile data available on this page.
What company does Carson Li work for?
Carson Li works for Bregal Sagemount.
What is Carson Li's role at Bregal Sagemount?
Carson Li is listed as Operating Partner | Board Member at Bregal Sagemount.
What is Carson Li's email address?
AeroLeads has found 2 work email signals at @mckinsey.com for Carson Li at Bregal Sagemount.
What is Carson Li's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Carson Li at Bregal Sagemount.
Where is Carson Li based?
Carson Li is based in Austin, Texas, United States while working with Bregal Sagemount.
What companies has Carson Li worked for?
Carson Li has worked for Bregal Sagemount, Growth Factors, Cart.Com, Samsara, and Mckinsey & Company.
How can I contact Carson Li?
You can use AeroLeads to view verified contact signals for Carson Li at Bregal Sagemount, including work email, phone, and LinkedIn data when available.
What schools did Carson Li attend?
Carson Li holds Master Of Business Administration (M.B.A.) from Yale School Of Management.
What skills is Carson Li known for?
Carson Li is listed with skills including Financial Modeling, Management, Intellectual Property Valuation, Strategy, Game Theory, Management Consulting, Fundraising, and Data Analysis.
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