JMJIM MORANLet’s connect
02 / INVESTING & ADVISORY

Capital is only
part of the equation.

I bring operating experience to investment decisions and board discussions: the market, the product, the team and the work needed to grow.

WHERE I CONTRIBUTE

Strategy that connects
to execution.

Enterprise software. Fintech and payments. Growth-stage technology.

At North Bridge, I worked across early-stage venture and growth equity. At PSG, I supported software sourcing, diligence and portfolio work. My advisory experience centers on helping leaders translate opportunity into a coherent operating plan.

01

Market & product

Assess customer demand, competitive position and the connection between the product roadmap and commercial value.

02

Go-to-market

Align sales, marketing and product. Strengthen leadership, focus execution and develop a repeatable path to growth.

03

Leadership & outcomes

Work with CEOs and boards on priorities, operating performance, strategic alternatives and transaction readiness.

SELECTED INVESTMENTS & BOARD WORK

Backing the next chapter.

Mobile payments

Paydiant

Venture investment & board work

Acquired by PayPal, 2015
Endpoint security

Confer

Venture investment & board work

Acquired by Carbon Black, 2016
Digital experience infrastructure

WP Engine

Growth investment & board work

Enterprise WordPress platform
Application development

OutSystems

Growth investment & board work

Low-code software platform
Staffing software

eRecruit

Growth investment & board work

Enterprise recruiting technology
Document workflows

SpringCM

Board experience

Cloud document and contract management

Selected historical roles; company names do not imply a current board seat or ownership position. Investment outcomes are distinct from founder and executive outcomes.

AI & COMMERCIALIZATION

A practical view
of what comes next.

My current focus includes where AI can improve products, workflows and business economics. I approach those opportunities through the same lens as earlier technology shifts: a clear customer need, a differentiated product and a credible path to adoption.

OpportunityMEETS OPERATING DISCIPLINE
BOARD EXPERIENCE

A wider perspective.

Additional career board experience includes Active Endpoints, Antenna Software, RapidRTC, Awareness, TrineII, County Savings Bank and BankFirst National, alongside operating-company and investment roles.

For software leadership, board or advisory conversations, connect directly.

Start a conversation
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Building something
that matters?

Connect with Jim