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 Port Co 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 Port Co 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 Port Co; 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 Port Co 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 Port Co’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 Port Cos; quantify Op Ex 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 Saa S 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 $10 M–$50 M 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
A builder at heart; hands‑on, resourceful, and execution‑driven
A systems thinker; structured in how you design processes and solve problems
A coach; able to develop leaders and push them to higher standards
A steward; protective of culture, legacy, and long‑term value
A truth‑teller; direct, honest, and respectful
A part

📌 Operating Partner (Toronto)
🏢 Exa Capital
📍 Toronto