AI, Workflow Automation,
Platform & Data Products

Digits is a B2B finance platform serving thousands of businesses. Carlos joined through the acquisition of Basis and quickly took ownership of critical product areas, first leading payments and then defining an entirely new AI platform and workflow function.

Payments: Owned the Bill Pay, Invoicing, and Adyen migration roadmap across a 7-person cross-functional team. Paired closely with engineering and design to create intuitive payment workflows, growing annual payment volume 20x in a single year while reducing payment-related support burden by 90%.

Platform & AI Workflows: Identified a company-wide analytics and workflow gap, then defined and built this as a new product area. Created a self-serve analytics and reporting product integrating Claude with warehouse, CRM, call-intelligence, and internal data systems. Built a governed platform where non-technical teams could launch AI-powered internal and customer-facing apps with persistent storage.

Carlos co-founded Basis with Bebe Kim in 2020 to turn the spreadsheet-heavy world of financial planning, forecasting, and reporting into real-time, intelligent software. As CTO and Head of Product, he owned the full product and engineering function, from roadmap and customer discovery to system design and go-to-market.

Basis grew to 200+ B2B customers with a mix of PLG-style self-serve onboarding and sales-led enterprise deals. The platform connected to 100+ integrations across ERP, CRM, payroll, and finance systems, and featured a real-time modeling engine capable of millions of daily calculations. Despite the integration-heavy complexity, onboarding was shortened to just 5 minutes.

Carlos operated well beyond a traditional product role: leading engineering, partnering on GTM, and working directly with customers. He drove the company through acquisition by Digits in June 2024.

Domio was creating a new category at the intersection of real estate and hospitality. Carlos led a 30+ person engineering organization and played a much broader role than the title suggests: bootstrapping Domio's first product and design function, hiring the first PMs and designers, and partnering directly with the CEO on market discovery, revenue strategy, and product vision.

On the product side, Carlos focused on the booking application, reservations system, and direct-booking growth. He increased direct bookings from 0% to 50% by creating a more seamless booking experience and partnering closely with marketing. He led data science initiatives that drove new market discovery, automated price testing, and supported rapid expansion into 10+ cities.

The work helped enable over $100M in funding and demonstrated Carlos's range across consumer product leadership, growth and monetization, pricing optimization, and executive decision-making.

Simmer is a personal project born from a real need: preserving and rediscovering family recipes in a way that feels natural and thoughtful. It's an AI-powered recipe app built in TypeScript that captures recipes from any source, organizes them intelligently, and can generate new recipes from scratch using an AI chef.

The project reflects Carlos's product instincts applied to a personal problem. Every interaction is designed to feel considered: from how recipes are imported to how the AI suggests variations. It's a signal of product taste, applied AI thinking, and the instinct to build when a problem is worth solving.