Reports to: CEO, Exa Capital

About Exa Capital Exa Capital is a permanent capital holding company focused on acquiring and building vertical market software businesses. We take a long‑term, stewardship‑driven approach – buying and holding companies forever, and empowering leaders through a decentralized operating model.

Role Overview The Operating Partner is a senior, hands‑on business builder responsible for driving EBITDA expansion, strengthening operating rhythms, leading post‑acquisition integrations, and enabling PortCo CEOs to win.

This role blends strategy, operations, finance, leadership development, and change management across multiple portfolio companies. You are the sparring partner, truth‑teller, and strategic advisor to PortCo CEOs, while deeply respecting their independence. You model Exa’s philosophy: high trust, low touch, high accountability.

Key Responsibilities

Value Creation & Performance Improvement

Identify and execute EBITDA uplift opportunities across pricing, cost structure, efficiency, renewals, service delivery, and GTM

Build Value Creation Plans (90‑day / annual) for each PortCo; track and drive measurable results

Develop CEO‑ready business cases and ROI models

Operating Rhythm, KPIs & Governance

Stand up and institutionalize Weekly Business Reviews (WBRs) and Monthly Business Reviews (MBRs)

Ensure CEOs delivery concise weekly summaries (wins, risks, asks)

Build dashboards and standardized KPIs across finance, operations, CS, sales, and product

Post‑Acquisition Integration

Lead the first 100 days of integration: systems, reporting, culture, leadership, and financial alignment

Drive 30‑60‑90 operating plans with precision





Deliver early wins within the first 60 days and ensure seamless transition into steady state

Strategic Planning & Execution

Partner with PortCo CEOs on annual planning, budgeting, multi‑year strategy, org design, talent planning, and capital allocation

Pressure test assumptions, risks, and levers for growth

Support long‑term roadmap alignment while protecting the PortCo’s unique mission

Coach CEOs and leadership teams; strengthen A‑Player pipeline

Support hiring for key roles and ensure the right leaders are in the right seats

Reinforce Exa’s cultural foundations

AI‑Enabled Efficiency & Automation

Partner with AI team to deploy high‑impact workflow automation, productivity tools, and process redesign

Ensure adoption across PortCos; quantify OpEx savings and time‑to‑value

Turn AI initiatives into repeatable playbooks for the broader portfolio

Share best practices and operational playbooks across the portfolio

Partner with Finance, HR, IT, Marketing teams to leverage Exa’s Enterprise Support Group model

Protect decentralization while enabling scale

Required Qualifications

10+ years of operating experience in software and technology businesses

Proven track record of delivering EBITDA or FCF improvement





Experience running or materially transforming a business unit or P&L;

Deep comfort with SaaS metrics, operational KPIs, and financial modeling

Experience leading cross‑functional teams without formal authority

Strong analytical and problem‑solving skills

Exceptional communication and executive presence

Bachelor’s degree in business, engineering, finance, or related field

Preferred Experience & Attributes

Experience as GM/COO/President of a $10M–$50M software business

Operator experience; built and exited a software company

Prior exposure to M&A;, due diligence, and post‑acquisition integration

Demonstrated success in pricing strategy and commercial optimization

Experience building dashboards, KPI systems, or operating cadences

Background in management consulting or PE operating teams (with real operating ownership)

High EQ, low ego, solid resilience

Ability to thrive in ambiguity and high‑growth environments

What You’ll Learn & Gain

Experience across multiple software businesses at once, an exposure few roles offer

Ability to build and scale operating systems across an entire portfolio

Deep training in Permanent Capital strategic thinking (base rates, ROIC, capital allocation)

Mastery of AI‑enabled operational efficiency and automation

A front‑row role in M&A; integrations and transformation

Close partnership with a CEO deeply involved in strategy, acquisitions, and operations

Opportunity to shape and influence the culture, systems, and future of a growing holding company

The rare chance to build something that compounds for decades

Who You Are

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📌 Operating Partner (Toronto)
🏢 Exa Capital
📍 Toronto