Commercial Operating Partners · Series A–B Software
Growth-stage software companies preparing their next raise face a commercial test: longer sales cycles, committee buying, and investors who expect a forecast they can underwrite. Most startups build the sales team before the sales system — then wonder why neither works. The revenue engine deserves the same rigor as the product: pipeline, pricing, forecasting, and partnerships designed with intent, not assembled under pressure. We build it, run it, and scale it with you — so every commercial hire walks into a system built to make them succeed.
Entry point: Sales Operations as a Service. Destination: Commercial Operating Partner.
200%+ net revenue retention with zero ICP churn · $20M+ net-new ACV from a partner-led offering built from zero
The diagnosis
The instinct is to blame the CRM, the tooling, the process. The real constraint sits upstream — in pricing, packaging, pipeline design, forecasting, retention, and the governance that holds them together. We sit between the strategy firms that diagnose and leave and the RevOps shops that execute without commercial fluency: we find the commercial problem underneath, then stay and operate the engine we design.
The Ladder
Every engagement starts where the business actually is — and is built to climb as the commercial problem changes shape, from operational stability to enterprise value.
Operational Stability
Sales Operations as a Service
Founder-led SaaS, $1M–$10M ARR, Series A, no dedicated RevOps leader — CRM and process beginning to break under growth.
Outcome A scalable, predictable revenue operating system that supports growth.
Commercial Discipline
Sales Ops + Deal Desk
$5M–$25M ARR, growing sales org, rising deal complexity, multiple AEs, mounting pressure on pricing and approvals.
Everything in Foundation, plus
Outcome Larger deals, faster cycles, and better margin protection.
Enterprise Value
Commercial Operating Partner
Series B+, PE-backed, preparing for scale, a raise, or an exit — pursuing full commercial transformation.
Everything in Growth, plus
Outcome Revenue growth, margin expansion, retention, and enterprise value.
The engagement
Not a deliverable that gets handed off and goes stale. We diagnose, build, and then run it.
1–2 weeks
Audit of CRM, pipeline, tooling, and commercial process — with a prioritized roadmap.
4–6 weeks
We stand up the full commercial engine and configure it around your motion.
Monthly
We run it — pipeline ops, forecasting, governance, and continuous tuning.
Ongoing
Bolt on the outbound engine, deal desk, or commercial strategy as the business scales.
Why Oak Tree Foundry
Bain, McKinsey, and Parthenon diagnose and leave. We stay and operate the engine we design — accountable to the outcome, not the deliverable.
Most RevOps firms come from CRM administration or marketing ops. We bring board-level commercial strategy and PE value-creation experience to the same seat.
Commercial diligence runs seven figures for a one-time thesis. A full-time commercial leader is $400–600K loaded — for one company. We're embedded, productized, and accountable across a focused portfolio.
Start here
Two weeks to a clear picture of your revenue operation — and a plan to fix it. $3,500 flat, credited in full toward any retainer signed within 30 days.
