Battle Card: JMI Equity’s $3.1B Fund Close
JMI Equity nailed a $3.1B fund close. New pipeline budget unlocked for growth-stage software. Hit Preston Horner, Andy Knox & Will Priestley. Pitch real-time portfolio analytics & automated deal sourcing.
Published on
Do not index
Do not index
🚀 Battle Card: JMI Equity
Quick trigger:
👤 Decision Maker in the News
- Preston Horner, Principal · 🔗 LinkedIn
- Andy Knox, Principal · 🔗 LinkedIn
- Will Priestley, Vice President · 🔗 LinkedIn
💡 Why It Matters
- This JMI Equity sales trigger underscores surging demand in growth-stage software, boosting portfolio expansion budgets → Source
🎯 Core Pain Point
- Difficulty sourcing high-growth B2B software opportunities at scale
- Manual portfolio performance tracking across 190+ companies
💰 What to Pitch
- Primary: Portfolio analytics platform → Real-time performance insights
- Expansion: Deal sourcing automation → Steady pipeline of qualified startups
🗺️ Quick Context
- HQ: Baltimore, MD & San Diego, CA & Washington, DC
- Employees: ≈ 60
- Rev: ≈ $150 M
- Website: jmi.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win JMI Equity’s business.
- PitchBook — Market Intelligence / Data Analytics
- Unique edge: Deep proprietary database of private software metrics
- Evaluated by research team & investment analysts for deal sourcing
- Preqin — Alternative Asset Data
- Unique edge: Comprehensive LP and fund performance data
- Evaluated by CFO & investor relations for LP reporting
- Carta — Cap Table & Portfolio Management
- Unique edge: Automated equity management and compliance
- Evaluated by COO for streamlined cap table workflows
- DealCloud — CRM & Deal Management
- Unique edge: Custom deal pipelines and workflow automation
- Evaluated by VP Deals for tracking fundraising ops
- Dynamo Software — Investor Relations Software
- Unique edge: Integrated IR platform with reporting dashboards
- Evaluated by VP Ops & IR for investor communication
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Mention the JMI Equity sales trigger in your first email to capture attention
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of every JMI Equity sales trigger—no fluff, all pipeline.
Subscribe to NewsletterForLeads
🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑ ❑
OFFER_BRIEF = ❑Portfolio analytics platform❑
PROOF_METRIC = ❑30% faster reporting❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Preston
COMPANY = JMI Equity
DEPT = Investments
SIZE = ≈50
BOTTLENECK = Difficulty sourcing high-growth B2B software opportunities at scale
EVENT = Closes Twelfth Flagship Fund
DETAIL = Closed at $3.1 Billion
PAIN = Manual portfolio performance tracking across 190+ companies
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250811979548&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈60
REV_EST = ≈150M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈50-person Investments
Preston—noticed your Investments team is ≈50.
That’s when Difficulty sourcing high-growth B2B software opportunities at scale slows growth.
We helped ≈ TBD fix this with Portfolio analytics platform.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Closed at $3.1 Billion — Manual portfolio performance tracking across 190+ companies.
Portfolio analytics platform. 30% faster reporting.
Quick chat?