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Driven by Experience. Focused on Impact.

Cross Operating Partners Experts
Cross Operating Partners

Discover. Design. Align. Execute.

We provide advisory services to companies where our experience is a unique fit for the company’s needs and transformational plans. Our value lies in helping leadership teams and investors navigate business transformation. Why trust us? Because we’ve done it ourselves.

Typical outcomes include:

  • Increase in recurring-revenue mix and/or growth rates
  • Improved NRR
  • Greater enterprise account penetration and higher CLV 

Go-to-Market Strategy 

Redefining how companies position, package, and sell recurring value to enterprise buyers. 

Using Tech & AI Across

Commercial Functions 

Applying automation and analytics to improve productivity, retention, forecasting, and sales.

Annual Planning &

Performance Management 

Building operating cadences and reporting frameworks that link ARR strategy to execution and identify key areas for enterprise growth. 

Enterprise Selling &

Customer Success 

Optimizing account strategy, planning, renewals, and expansion in large enterprise accounts. 

Hiring for C-Suite &

Leadership Roles 

Shaping the executive team and org design required for recurring-revenue scale and serving enterprise customers.

Productization &

Roadmap Prioritization 

Guiding companies through the mindset shift from projects to products, and establishing a scalable product management discipline. 

Frequently Asked Questions

How do you work with PE / VC sponsors?

We work as “outsourced” operating partners. We have deep relationships with growth equity and venture capital sponsors, but our work is with specific portfolio companies for which we can deliver unique value. 

For new investments, how do you support the due diligence process?

We offer due diligence engagements where we partner with PE / VC sponsors to evaluate a prospective investment. In this work, we help evaluate the target company, including their market, GTM strategy, product offerings and roadmap, management team, and processes and procedures. If the investment is a fit for both the PE / VC sponsor and Cross Operating Partners, we partner to create a high-level strategy / vision for the investment.

When partnering on a new investment, what role do you play?

If due diligence confirms a mutual fit, our Operating Partner role typically includes serving on the Board of Directors, working closely with the CEO and senior leadership team to set the company’s strategy, creating and tracking performance against long-term and annual operating plans, leading initiatives to design and implement scalable processes, and advising on critical areas like talent acquisition, customer retention, and cash management. 

For sponsors looking for help with a current portfolio company, what does the initial engagement entail?
We typically begin with a proof-of-concept engagement, an unpaid, facilitated workshop that helps leadership teams identify opportunities and barriers to change. From there, we structure discrete projects around discovery and capability design, combining qualitative insight (interviews and workshops) with quantitative analysis (revenue mix, customer retention, pricing data, etc.).
 
If the proof-of-concept confirms a mutual fit, we partner with the PE / VC sponsor and portfolio company leadership team to identify high impact initiatives that will drive ARR growth and customer NRR.
How else do you add value for your clients?

In addition to working directly with portfolio companies, we cultivate and maintain network of potential customers, board members, executives, and professional services providers to bring into portfolio companies to drive maximum impact.