13
Total investments
1
Early stage
0
Mid stage
9
Late stage
16y
Years active
Portfolio
11 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Nov 2021
Jane is an all-in-one health and wellness practice management platform designed to be helpful to you, no matter how or where you practice.
Available online and on any device, Jane offers branded online booking, beautiful scheduling, insurance management, customizable charting, online intake forms, patient reminders, integrated payment processing, online appointments (telehealth) and more!
Investor
Oct 2021
Founded in 2013, Ignition is the leading revenue operations platform for services-based businesses to transform their sales, billing and payment processes.
Ignition automates proposals, invoicing, payments and workflows in a single platform, empowering 7,500+ businesses to sell, bill and get paid for their services with ease.
To date, Ignition customers have managed relationships with over 1.9 million clients and earned $9b in revenue via the platform.
Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.
Investor
Sep 2021
SafetyChain is a digital plant management platform for process manufacturers trusted by more than 2,000 facilities to improve plant-wide performance. It unifies production and quality teams with data and insights, tools, and delivers real-time operational visibility and control by eliminating paper and point solutions.
Investor
Jul 2021
We help companies develop the worlds most productive and admired workforces.
With the most comprehensive catalog of elearning courses from the world’s top publishers, we are here to help you every step of the way, from finding courses, mapping them to your core competencies, syncing them with your LMS to increasing utilization and improving your L&D programs. Not only will you have the flexibility of multiple purchasing options from OpenSesame, you’ll find it simple to use and administer your elearning courses.
Investor
Dec 2018
Jvion helps healthcare organizations identify, assess and change the course of avoidable health and financial risks. Using prescriptive clinical artificial intelligence, Jvion is able to identify specific patients on a risk trajectory, determine if that trajectory can be changed, and if so, recommends patient-specific interventions.
Board Observer
May 2018
CipherHealth is an award-winning and proven technology solutions partner committed to enhancing communication and care throughout the patient journey. Since 2009, CipherHealth has helped shape the patient engagement category, delivering groundbreaking products to help care providers effectively and efficiently deliver quality care for their patients. CipherHealth’s suite of patient engagement programs sets new standards for care and empowers healthcare organizations to create purposeful conversations to ensure the best possible outcomes for staff members, patients, and their loved ones. To learn more, visit us at www.cipherhealth.com.
Investor
May 2018
CipherHealth is an award-winning and proven technology solutions partner committed to enhancing communication and care throughout the patient journey. Since 2009, CipherHealth has helped shape the patient engagement category, delivering groundbreaking products to help care providers effectively and efficiently deliver quality care for their patients. CipherHealth’s suite of patient engagement programs sets new standards for care and empowers healthcare organizations to create purposeful conversations to ensure the best possible outcomes for staff members, patients, and their loved ones. To learn more, visit us at www.cipherhealth.com.
Board Observer
Jun 2017
Yello helps top employers manage their recruitment process to source and engage qualified early-career candidates. Now, with candidate sourcing by WayUp, Yello’s early talent acquisition platform allows the world’s leading brands to deliver a personalized candidate experience to the future of their workforce. With Yello, recruiters and candidates stay engaged, connecting emerging candidates to companies nationwide.
Yello Sourcing is the go-to platform used by early-career professionals to get hired. Yello Sourcing offers recruiting solutions to help employers achieve sourcing goals through a database of millions of candidates.
Together, Yello and WayUp simplify recruitment operations, empowering organizations to develop early talent pipelines and improve the future of their workforce. Learn more now: https://yello.co
Investor
Dec 2016
We've pioneered consumer experience technology for health insurance with the power to change an industry. Our platform offers unparalleled insights into every member touchpoint, the most accessible and comprehensive member profiles, and configurable solutions that build on your current technology. The result? Personalization for members that promotes satisfaction and motivates self-service, while driving operational efficiencies. Zipari's breakthrough technology enables the type of member relationship that insurers want and consumers seek. With a native understanding of the industry and exclusivity as a sector specialist, we instinctively share our clients' goals, aspiring to new possibilities for consumer relationships that will unlock all the potential that health insurance holds.
Board Observer
2012
Making the complex simple and the simple insightful—Philip Capsule’s Medical Device Information Platform captures and contextualizes clinical data, providing real-time patient information that can facilitate early intervention and enable better clinical outcomes. The platform simplifies three key workflow challenges: documentation, surveillance and evidence-based interventions.
Board Observer
2010
Halogen, now part of Saba Software, is a mid-sized company focused on helping mid-sized organizations with strategic talent management. The success of talent programs has far more to do with strategy and people than software and features. So, although our software and capabilities are world-class, we also have the customer focus, services and support you need to deliver on time to support your strategy. We partner with organizations to help them adapt to changes in the workforce. This means helping them find ways to maximize results by connecting employees’ performance to their day-to-day work. From hiring people who are the right fit for the culture, to coaching and developing employees for success, to aligning individual goals with the organization’s strategy. These steps empower employees to do their best each and every day so your business can win with talent. Our system has ongoing performance management at its core so all your talent efforts are aligned to achieve your organization’s goals. Company-wide software implementation isn’t always easy and that’s why we take our customers’ success so seriously. You tell us what success means to you and your organization and everything we do from there is about getting you the outcomes that matter to your organization. We’ve been ranked number one in customer satisfaction according to Gartner, Bersin by Deloitte, IDC, Forrester and others for a reason; because once you’re our customer you become part of the Halogen family.
Experience · 16 entries
All (16)
Investments (13)
Founder (1)
Board (4)
2025
President and Partner
Jun 2025
Merit is a holding company that acquires, manages and grows niche vertical software businesses over multiple decades.
2024
Founder, Coach and Advisor
Sep 2024
Youve been climbing and achieving your entire life. Performing at a high level isnt the question - it’s the baseline. Thriving and being at your best while you perform is the real work.
Listen First Advisory is an executive coaching & advisory practice focused on this difficult but powerful work, holistically. I work with CEOs, Founders, Senior Investors, and high-performing leaders, both individually and alongside their leadership teams.
I spent nearly twenty years in private equity, software investing, and management consulting at JMI Equity, ultimately as a General Partner, and earlier at McKinsey & Company. I understand what that pressure to perform feels like: the pace, the scrutiny, the way your sense of self quietly blends into your scorecard. My background means we can jump in quickly - what a board expects, what a tough quarter feels like, and what it costs to carry a company or a fund.
It also means something I hold carefully: Im not on anyones team but yours. Independent and objective, with real investor experience & context, willing (and wanting) to go deeper on what sits beyond the fiduciary boundaries of an investor.
Listen First grew out of years of wanting a space where I could show up as myself - as a professional, a leader, a family man, and a community builder. My work now centers on inviting others into this space.
Coaching relationships and Advisory engagements are ongoing and retainer-based, though flexible to mirror what serves you best. Sessions are typically bi-weekly with continuous interaction in between; I am in frequent touch with my clients, both live and async.
Our work covers all angles of business: AI strategy, leadership, board dynamics, fundraising and M&A, difficult decisions, and the people around you. It also covers what often goes unspoken - the pressure, the self-doubt, relationships outside of work, and the things that rarely have an open space to be discussed.
If any of this resonates, Id love to hear from you.
2022
General Partner
Jan 2022
Founded in 1992, JMI Equity has focused on investing in exceptional software and AI-driven companies from scaling stages through later growth. For more than three decades, JMI has partnered with founder-owners and management teams across market cycles to accelerate growth and build their companies into industry leaders. With offices in San Diego, Washington, D.C., and Baltimore, JMI has invested in nearly 200 businesses in its target markets. As of December 2025, the firm’s portfolio represents over $11 billion in combined revenue, $90 billion in aggregate enterprise value, and 40,000 jobs. To learn more, visit www.jmi.com.
2021
Investor
Nov 2021
Jane is an all-in-one health and wellness practice management platform designed to be helpful to you, no matter how or where you practice.
Available online and on any device, Jane offers branded online booking, beautiful scheduling, insurance management, customizable charting, online intake forms, patient reminders, integrated payment processing, online appointments (telehealth) and more!
Investor
Oct 2021
Founded in 2013, Ignition is the leading revenue operations platform for services-based businesses to transform their sales, billing and payment processes.
Ignition automates proposals, invoicing, payments and workflows in a single platform, empowering 7,500+ businesses to sell, bill and get paid for their services with ease.
To date, Ignition customers have managed relationships with over 1.9 million clients and earned $9b in revenue via the platform.
Ignition’s global workforce spans Australia, Canada, New Zealand, the Philippines, US and the UK.
Show all 16 entries ↓
Investment activity
2010–2021 · 13 investments
Recent (last 2 years)Earlier