We’re with our companies all the way

We help founders and management teams navigate growth, sidestep roadblocks, and build lasting value.

VALUE FAR BEYOND THE BASICS

Over 34 years and nearly 200 software and AI-driven investments, we’ve learned a great deal about growth—from both our successes and our lessons along the way. We know growth looks different for every company, and our approach to value creation reflects this reality.

HOW WE HELP ACCELERATE GROWTH

Strategic Alignment
OPERATIONAL EXCELLENCE
SHARED KNOWLEDGE

Collaboration is at the center of how we work. We support and enable our management teams to define their success and build strategic roadmaps that adapt as markets and technologies evolve. Growth is never perfectly linear, and today’s opportunities increasingly require the strategic use of data and AI to navigate complexity and capture emerging value. Guided by that roadmap, we help build exceptional teams, optimize resource allocation, and identify acquisitions that accelerate durable, AI-enabled growth.

We work with management teams on key operational areas to help scale companies quickly and avoid pitfalls.


CUSTOMER SUCCESS
MARKETING
OPERATIONS
PRODUCT
SALES
TALENT
  • Leveraging Generative AI to Drive Support Efficiency and Customer Success
  • Identifying Churn Risk – New Signals, Tools & Tactics
  • Impactful AI for the Customer Journey
  • Optimizing product positioning
  • Customer advocacy programs
  • Brand Is Demand: Positioning as the Foundation of Growth
  • Building an AI-Forward Marketing Function
  • Modern Prospecting: Combining Tech, Personalization & AI – Using data and tools to improve connection rates and conversion

 

 

 

  • Operational excellence with an AI nervous system
  • Strategy to execution: VCP alignment, KPI tracking, AI across lifecycle
  • Process automation: ticket triage, assistants, forecasting, deal-desk, finance agents
  • Cross-functional Ops: unified Ops teams with metrics and automation roadmaps
  • Governance & security: licensing, data, approvals, AI Council, NIST/EU compliance
  • Operating cadence: quarterly ROI, readiness, automation backlog
  • Validating product roadmap: defining North Star Metric, competitive moats, “Jobs-to-be-Done” agentic offerings, and customer journey automation
  • Cloud infrastructure and security
  • Pricing strategy
  • AI transformation in the Product Development Lifecycle
  • Scaling a product and technology organization
  • Outsourced development
  • Enterprise class architecture and certifications
  • Converting AI Momentum into Measurable Impact
  • GTM Engineering: Architecting the Future of Sales Execution
  • Management Excellence Program: Sales Manager Training
  • GenAI’s Impact on the Buyer’s Journey: How Vena Adapted Its GTM
  • The Evolving Role of Sales Leadership: Leading in a World of AI-Enabled Sales
  • Building an AI native people engine
  • Org design for the future of work
  • Talent acquisition & onboarding
  • Learning & enablement: JMI University “AI First Executive” training
  • Engagement & performance: AI assisted goal setting
  • People Ops Instrumentation: ENPS, hiring, retention, headcount, capability governance

Knowledge sharing is a cornerstone of JMI’s approach. One of our greatest company-building assets is our extensive network of portfolio company executives and industry professionals. Several times a year, JMI hosts functional-specific events to facilitate peer-to-peer sharing of best practices—including emerging strategies for applying data, automation, and AI to accelerate growth. These immersive, multi-day sessions emphasize actionable, hands-on learning and collaborative problem-solving. We also host monthly webinars on timely topics and facilitate one-on-one discussions among management teams facing similar challenges, monthly and quarterly discussion groups by functional area, and Slack channels for our executives to network and collaborate.

JMI EXECUTIVE ROUNDTABLES

: Product and Technology Roundtable
  • Accelerating learning loops and scaling product and tech teams with AI
  • How AI is changing the competitive landscape in B2B software
  • Why AI Matters in Payments
  • Assessing Team AI Capabilities
  • The AI Clause Playbook
  • Leading People Through Times of Rapid Change
  • Scaling Smarter: Product Management in the Era of AI
  • The Intersection of AI, Privacy and Security
: CFO Roundtable
  • Motivating High-Performance Teams and Leading from Anywhere
  • Effective Acquisition Diligence and Integration
  • Executing the right cybersecurity playbook
  • Effective CFO + GTM Partnerships that accelerate growth
  • AI Revenue and Cost Economics Principles
: Go-To-Market
  • Strategies to drive effective AI adoption
  • Brand is Demand and It Starts with Positioning
  • Evaluating AI Readiness in Customer Success
  • Moving to an AI-Forward Marketing Function
  • Rewriting the GTM Playbook in the age of AI
  • Customer Advocacy and Word of Mouth Marketing
  • GTM Engineering: Architecting the Future of Sales Execution
  • Prospecting Using Tech, Personalization, and AI
: Human Resources Roundtable
  • Competing in the Age of AI: Why Urgency Matters
  • The CHRO’s Role in Driving AI Adoption – identifying the right talent and transforming culture
  • The Art of AI Possibilities in the People Function
  • HR Re-Imagined with AI: Organizational Design and Enablement
  • Preparing HR Data for AI People Analytics
: CEO Summit
  • Becoming the disruptor in a time of rapid of change
  • Developing an AI Product Vision
  • AI Market Update: Offense and Defense Strategies for 2026
  • AI’s Impact on Enterprise Value

For more information about JMI Events, please contact: Samantha Mosketti