SaaS Operators with a Consulting DNA
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Services to SaaS. Startup to Scale.
Cross Operating Partners stands apart through a blend of strategy consulting discipline and operator experience.
We’ve lived the transformation ourselves—growing a consulting firm serving Fortune 500 clients to over $20M in annual revenue, then successfully pivoting to a SaaS business that scaled to $20M ARR in under five years, achieved 95%+ retention, 115% NRR, and a 10x ARR multiple at exit.
Unlike consultants, we don’t produce slide decks and walk away. Unlike fractional executives, we don’t fill a temporary role. We occupy the middle ground—hands-on partners who diagnose, design, and coach the transformation from strategy to execution.
Our Unique Experience
We partner with private equity and venture capital firms to invest in and advise companies where our operating experience adds value:
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Growing tech-enabled services companies serving and enterprise client base
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Building and scaling B2B SaaS companies
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Pivoting services companies from projects to products to drive recurring revenue and valuation
How We Work
For new investments, we typically partner with PE and VC firms during due diligence to assess fit—for the sponsor and for us. When there's a match, we invest our capital alongside theirs, join the board, collaborate on the value creation plan, and work hands-on with management to execute.
For existing portfolio company investments, we start with a proof-of-value workshop to identify opportunities and confirm our experience applies. From there, we design targeted engagements that drive measurable impact—growing ARR, strengthening retention, improving margins, and building the teams that scale.
"Making growth plans is easy. Executing them in the real world is hard.
Dax and Zach know how to execute – that’s what drove our excellent returns."