The operating system for golf

The next golf platform isn't a product. It's an operating system.

Golf is having its biggest moment in twenty years, and the people who run it are still stuck on software from 2008. CaddieOS is the operating layer for the operator's entire day, from the tee sheet to the back office.

Steve Coulton Coulton Ventures · ex-OnCore Golf

OnePLATFORM

Runs

The operator's whole day · tee sheet, POS, membership, F&B, agronomy, instruction

Built for operators Not another point tool

The team

Operators. Sellers. A coach. And an AI super-agent.

Three people with twenty-plus years apiece in golf and capital, plus an always-on AI tier that ships the work.

Primary

Steve Coulton

Sales & capital

Co-founder OnCore Golf (~$5M ARR at exit). Coulton Ventures. Ex-Deutsche Bank. NYU Econ, Men's Varsity Golf.

Senior Support

Dave Bisbee

Network · 30+ years

Founder Back on Course Golf™. Best-selling author. 50,000+ golfers coached. 50+ PGA professionals mentored. Scottsdale.

AI Super-Agent

Ross

Always-on bench

The always-on AI tier. CaddieOS-tuned agents for the team that research, build, and ship the work.

The market we're moving into

Eight straight years of growth. On 2,000 fewer courses.

Demand outran the tools. Category leaders still run 2008-era software. That's the opening.

U.S. Golfers · 2025

All-time high. Up 55% in a decade.

+55% / 10Y

U.S. Economic Impact

$102B direct industry size.

+22% / 5Y

Global Golfers

148 countries. 18,500 courses.

2026

+58%

Juniors since 2019

~6M juniors on-course in 2025, most since 2004. 35% are girls.

+46%

Women since 2019

8M+ women now play on-course. Net gain of 2.5M in six years.

+73%

Simulator golf since 2019

19M Americans play off-course only. Topgolf, xGolf — the new front door.

Market sizing

A $2B market. A $500M U.S. opportunity. A $25M ARR beachhead, in three years.

Bands intentionally wide. The segment that gets CaddieOS to the high end of SOM fastest is the beachhead.

TAM

$2.5B

SAM

$500M

SOM

$25M

TAM

Global golf operations softwareTee sheet, POS, member mgmt, agronomy, F&B, instruction, retail. 7–10% CAGR.

$1.5–2.5B

SAM

U.S. private, resort, upper-tier daily-fee~16,000 U.S. courses × $8–25K ARR, plus ClubCorp / Troon / KemperSports / Invited.

$300–500M

SOM

3-year beachhead capture2–5% SAM penetration. Benchmarked to Toast, Lightspeed, Mindbody at comparable maturity.

$6–25M ARR

Competitive landscape

Everyone's solving a slice. Nobody owns the operator's day.

The category's fragmented along whatever surface a vendor happens to touch. The whitespace is the operating layer that connects them.

Private clubs

Member-owned · high-$ contracts

Full ERPs. Sticky. On-prem heritage. Slow to modernize.

Jonas Club Software800lb gorilla. POS, F&B, billing, accounting, membership, tee sheet.
Clubessential HoldingsRollup. Owns Northstar, ForeTees, MembersFirst, foreUP, Club Caddie.
Northstar TechnologiesPrivate club ops (Clubessential).
TAI · Total e IntegratedCanadian private club platform.

Public · semi-private · muni

Cloud-native point tools · mid-market

Tee sheets, POS, booking. The modernizing layer.

Lightspeed GolfCloud-native tee sheet, POS, booking (formerly Chronogolf).
foreUPCloud POS, tee sheets, marketing automation. Mid-market public.
Club Prophet SystemsFull-suite, multi-segment.
NBC Sports Next · GolfNow G1Tee sheet plus the GolfNow demand pipeline (formerly EZLinks).
Vermont Systems · RecTracMunicipal parks-and-rec. Often runs muni courses.

Adjacent layers

Specialist surfaces · plug-ins

In the conversation, but not full operating systems.

Golf GeniusTournament & league management. GHIN integration moat. Expanding into shop ops.
Sagacity GolfDynamic tee-time pricing / yield management. Plugs into tee sheets.
TagmarshalPace-of-play and on-course ops telemetry.
Supreme GolfBooking aggregator (demand side).

CaddieOS

The whitespace

Legacy ERPs own private clubs. Cloud point tools own modernization. Nobody owns the operator's day end-to-end. That's the operating layer CaddieOS is built for.

The 60-day shape

Four parallel workstreams. One synthesis. Decision-quality evidence.

Independent. Evidence-led. Time-boxed. Every recommendation traces back to data, not opinion.

WORKSTREAM A

Module Assessment

Lead: Steve

Teardown of the existing CaddieOS module set against real operator workflows. Keep, cut, expand — scored.

WORKSTREAM B

Primary Research

Lead: Steve

~20 interviews across PGA pros, shop owners, supers, GMs, COOs, multi-course operators. Every guide closes with A/B/C willingness-to-pay testing.

WORKSTREAM C

Competitive & Market

Lead: Steve

Feature-parity matrix, install-base scan, funding posture. Bottoms-up TAM/SAM/SOM. Partnership candidates.

WORKSTREAM D

Synthesis

Lead: Joint

Module calls. Named beachhead. Pricing hypothesis with live test results. Build-vs-partner-vs-buy. 12-month roadmap.

The 4th consultant · AI super-agent

Tier-1 advisory firms wish they had this. Ours is in the workflow.

Tier-1 shops bolt AI onto legacy workflows. We built ours into the engagement. The proposal, this lander, the competitive scan — all of it ran through Ross. On this engagement Dale gets the full tier: personal CaddieOS-tuned agents for Steve and Dave, plus a shared team agent. In scope.

Three personal agents. Tuned for each consultant — voice, focus area, prior work. Live day one.
One team agent. Holds the full project context. Anyone on Dale's side can query it too.
Evidence-grade. Every claim traceable. Adversarial verification before anything ships.
Live, not static. Day-75 follow-on questions answered in hours, not weeks.

ross · caddieos-discovery · live

# caddieos-discovery · 3-agent fleet

→ agent.provision("steve_personal")

✓ tuned: sales · capital · module teardown

→ agent.provision("dave_personal")

✓ tuned: operator network · 30y golf depth

→ agent.provision("team_shared")

✓ context: proposal · plan · interviews · comps

→ workflow.run("competitive-scan")

fan-out: 7 finders · 3 verifiers per claim

✓ Jonas · Clubessential · Lightspeed · foreUP · CPS

→ fleet ready · day 1

The next golf platform isn't a product. It's an operating system.

Operators. Sellers. A coach. And an AI super-agent.

The game we grew up with is having its biggest moment in 20 years.

Eight straight years of growth. On 2,000 fewer courses.

A $2B market. A $500M U.S. opportunity. A $25M ARR beachhead, in three years.

Everyone's solving a slice. Nobody owns the operator's day.

Demand has outrun the tools. Operators are walking onto the course every day with software from 2008.

Four parallel workstreams. One synthesis. Decision-quality evidence.

Tier-1 advisory firms wish they had this. Ours is in the workflow.

The first platform to deliver wins the category.

The first platform to own the operator's day wins the category.