PORTFOLIO

SaaS Operating Services

Regardless of your stage in the journey,
put our decades of SaaS Operating Services,
and experience to work to drive results now!

Download Resume

jeff@agile-operator.com

SaaS Operating Services
SaaS Operating Services

Jeff Lortz

CXO and Managing Partner

Accomplished C-Level Executive with over 25 years of experience as a key leader in some of the most successful enterprise software and SaaS businesses in history. Extensive global experience evaluating acquisition targets and aligning sales channels to market opportunities. 

A seasoned leader with expertise in Sales and Marketing, new product introduction, strategic planning, financial governance, and business performance improvement. Led large PE-backed transformations, entrepreneurial venture-funded start-ups, and dozens of acquisitions. Participated in two successful NASDAQ IPOs.

X-twitter Linkedin

Empowering SaaS companies of every scale
to tackle key obstacles and reach growth goals.

Ready to put our expertise to work? Let's connect and get started!

Contact Us

Service Offerings

Executives with decades of experience in Enterprise Software and SaaS.

Available to fill 9 to 24 month roles as full or part-time CEO, COO, or CCO roles
Executives with decades of experience in Enterprise Software and SaaS.

Available to fill 9 to 24 month roles as full or part-time CEO, COO, or CCO roles

Fractional or Interim CXO


These interim leaders not only provide immediate stability but also impart valuable insights and strategies, drawing from a wealth of experience in similar roles and industries.

They can execute critical projects, mentor in-house teams, and lay the groundwork for sustainable success, ensuring a seamless transition to permanent leadership when the time is right.
PE Portfolio Operating Partner Services cater to private equity firms seeking to enhance the performance and value of their portfolio companies.

Operational support and the development and implementation of playbooks and best practices for one or more portfolio companies.
PE Portfolio Operating Partner Services cater to private equity firms seeking to enhance the performance and value of their portfolio companies.

Operational support and the development and implementation of playbooks and best practices for one or more portfolio companies.

Portfolio Operating Support

Our experienced executives possess a deep understanding of driving growth and operational excellence in SaaS businesses. We can support businesses by identifying and implementing value-creation strategies, optimizing operations, and fostering innovation to achieve sustainable growth. We work closely with company leadership to assess business processes, financial performance, and market opportunities, providing hands-on support and guidance to realize the full potential of the investment.
Experienced coaches offering multiple engagement options:

🔹 One-on-One and Group Coaching
🔹 Training and Development Workshops
🔹 Strategic Planning
🔹 Talent Evaluation and Assessments
🔹 Peer Discussions and Workshops
Experienced coaches offering multiple engagement options:

🔹 One-on-One and Group Coaching
🔹 Training and Development Workshops
🔹 Strategic Planning
🔹 Talent Evaluation and Assessments
🔹 Peer Discussions and Workshops

Executive Coaching

A personalized pathway to elevate your leadership capabilities and organizational impact. Through multiple engagement mechanisms, we'll unlock your potential, refine your decision-making, and enhance your emotional intelligence. You'll navigate complexities with newfound agility, leading to improved team dynamics, increased productivity, and a culture that thrives on continuous growth. 
Executives available to fill Board of Director or Advisory Board seats as well provide strategic advisory services:

🔹 Strategic Planning
🔹 M&A and Corporate Development
🔹 Annual Budgeting and Planning
🔹 Executive Meeting Facilitation
Executives available to fill Board of Director or Advisory Board seats as well provide strategic advisory services:

🔹 Strategic Planning
🔹 M&A and Corporate Development
🔹 Annual Budgeting and Planning
🔹 Executive Meeting Facilitation

Board and Advisory Services

Experienced operators bring invaluable insights and expertise to the Board of Directors and advisory board seats, significantly enhancing the strategic direction and resilience of an organization. Their deep understanding of business operations, market dynamics, and industry challenges enables them to offer targeted advisory services critical for growth and sustainability. Advising on strategic planning, M&A support, and budgeting, they help organizations navigate complex decisions, capitalize on opportunities, and mitigate risks. Their hands-on experience ensures that strategies are visionary and grounded in practical, actionable plans, driving organizational success through informed, strategic leadership.

Service Offerings

Fractional or Interim CXO

Experienced executives with +25 years of experience in Enterprise Software and SaaS.

Available to fill 9 to 24 month roles as full or part-time CEO, COO, or CCO roles.

These interim leaders not only provide immediate stability but also impart valuable insights and strategies, drawing from a wealth of experience in similar roles and industries.

They can execute critical projects, mentor in-house teams, and lay the groundwork for sustainable success, ensuring a seamless transition to permanent leadership when the time is right.

Portfolio Operating Partner

PE Portfolio Operating Partner Services cater to private equity firms seeking to enhance the performance and value of their portfolio companies.

Operational support and the development and implementation of playbooks and best practices for one or more portfolio companies.

Our experienced executives possess a deep understanding of driving growth and operational excellence in SaaS businesses. We can support businesses by identifying and implementing value-creation strategies, optimizing operations, and fostering innovation to achieve sustainable growth. They work closely with company leadership to assess business processes, financial performance, and market opportunities, providing hands-on support and guidance to realize the full potential of the investment.

Executive Coaching

Experienced coaches offering multiple engagement options:


🔹 One-on-One and Group Coaching
🔹 Training and Development Workshops
🔹 Strategic Planning
🔹 Talent Evaluation and Assessments
🔹 Peer Discussions and Workshops

A personalized pathway to elevate your leadership capabilities and organizational impact. Through multiple engagement mechanisms, we'll unlock your potential, refine your decision-making, and enhance your emotional intelligence. You'll navigate complexities with newfound agility, leading to improved team dynamics, increased productivity, and a culture that thrives on continuous growth. 

Unlock Your SaaS Potential

Discover how our expertise can propel your business forward. Let’s shape your success together.

Connect With Us

Transform Your Business with Expert Insights

Subscribe for Actionable Advice from Seasoned Business Leaders

Strategic business consulting focused on growth, efficiency, and competitive advantage for forward-thinking organizations.

Facebook-f Linkedin ionicons-v5_logos
Quick Links
Get In Touch

© All Rights Reserved - The Agile Operator.

Scroll to Top