Jim Mccormick

MissionOG partners with high-growth businesses that have proven models in segments where we have had success as operators and investors, including financial services and payments, data platforms, and software. To help accelerate our partner companies, we invest financial capital and leverage a broad network of industry experts. Headquartered in Philadelphia, MissionOG is led by a team that has effectively built and scaled companies through their various stages of growth to successful acquisitions.

Itemize is a leading Agentic AI company automating financial operations for banks, corporations, and financial institutions. Its market-leading technology eliminates manual effort in key areas such as Receivables, Wholesale Lockbox, Treasury Management, Payables, and Fraud. By automating these processes, Itemize enables teams to focus on higher-impact activities, driving efficiencies, intelligence, and new value through financial document automation. While consumer financial systems have largely transitioned to digital technologies, business-to-business (B2B) processes remain stuck in analog workflows. Many B2B transactions still rely on paper documents, emails, and PDF images for communication between buyers, sellers, and third parties. These formats require significant human intervention for tasks such as data entry, reconciliations, verification, quality assurance, approvals, fraud screening, and compliance. This reliance on manual processes increases errors, drives up operating costs, and leaves substantial value untapped. Unlike legacy technologies like OCR and RPA, Itemize’s Agentic AI is purpose-built for financial processing. It specializes in understanding financial document data, extracting intelligence, validating results, and automating workflows. These workflows include reconciliation, account coding, compliance, cash flow management, and payments, streamlining operations for finance teams. Itemize operates in the cloud, with teams distributed across the United States and internationally. We are committed to fostering a dynamic, high-growth environment at the forefront of vertical AI applications for B2B financial automation.

Relay is the innovator of SaaS business feeds that drive unmatched customer, member, and employee engagement with over 10 years of experience helping companies with more meaningful engagement. Through our dedicated, 1:1 engagement channel, the Relay Feed, we deepen relationships with customers while improving business outcomes. Our goal is to maximize customer lifetime value by catalyzing mutually beneficial engagements between our clients and their customers. Recognized by top industry analysts, Relay has served more than 100 industry-leading clients and 70 million end users across numerous verticals, including health insurance and financial services.

Ecount was a leading provider of corporate prepaid solutions to leading companies across a wide array of industries including telecommunications, automotive, direct selling, media and retail. The company was acquired in March 2007 by Citi and was re-branded to Citi Prepaid Services.

MissionOG partners with high-growth businesses that have proven models in segments where we have had success as operators and investors, including financial services and payments, data platforms, and software. To help accelerate our partner companies, we invest financial capital and leverage a broad network of industry experts. Headquartered in Philadelphia, MissionOG is led by a team that has effectively built and scaled companies through their various stages of growth to successful acquisitions.

Itemize is a leading Agentic AI company automating financial operations for banks, corporations, and financial institutions. Its market-leading technology eliminates manual effort in key areas such as Receivables, Wholesale Lockbox, Treasury Management, Payables, and Fraud. By automating these processes, Itemize enables teams to focus on higher-impact activities, driving efficiencies, intelligence, and new value through financial document automation. While consumer financial systems have largely transitioned to digital technologies, business-to-business (B2B) processes remain stuck in analog workflows. Many B2B transactions still rely on paper documents, emails, and PDF images for communication between buyers, sellers, and third parties. These formats require significant human intervention for tasks such as data entry, reconciliations, verification, quality assurance, approvals, fraud screening, and compliance. This reliance on manual processes increases errors, drives up operating costs, and leaves substantial value untapped. Unlike legacy technologies like OCR and RPA, Itemize’s Agentic AI is purpose-built for financial processing. It specializes in understanding financial document data, extracting intelligence, validating results, and automating workflows. These workflows include reconciliation, account coding, compliance, cash flow management, and payments, streamlining operations for finance teams. Itemize operates in the cloud, with teams distributed across the United States and internationally. We are committed to fostering a dynamic, high-growth environment at the forefront of vertical AI applications for B2B financial automation.

Relay is the innovator of SaaS business feeds that drive unmatched customer, member, and employee engagement with over 10 years of experience helping companies with more meaningful engagement. Through our dedicated, 1:1 engagement channel, the Relay Feed, we deepen relationships with customers while improving business outcomes. Our goal is to maximize customer lifetime value by catalyzing mutually beneficial engagements between our clients and their customers. Recognized by top industry analysts, Relay has served more than 100 industry-leading clients and 70 million end users across numerous verticals, including health insurance and financial services.

Ecount was a leading provider of corporate prepaid solutions to leading companies across a wide array of industries including telecommunications, automotive, direct selling, media and retail. The company was acquired in March 2007 by Citi and was re-branded to Citi Prepaid Services.