Jason Klein

Senior Advisor

Jason Klein is a Senior Advisor at Accel-KKR. He was previously a Managing Director at Accel-KKR and joined the firm during its inaugural fund.

Prior to joining Accel­-KKR, Jason worked at Goldman, Sachs & Co. in investment banking in both the Technology, Media & Telecom group and the Merger Department. Jason previously worked at PricewaterhouseCoopers Securities, the investment banking subsidiary of PricewaterhouseCoopers, where he advised mid-market companies on mergers and acquisitions, capital raising and buyout transactions. Earlier in his career, Jason worked in the Financial Advisory Services practice at Coopers & Lybrand. He has also spent time auditing companies at both Coopers & Lybrand and Arthur Andersen.

Jason’s current board seats include: imed, Paymentus (NYSE: PAY), SugarCRM and Vitu.

Jason’s former selected directorships include:

• Episerver (sold to Insight Venture Partners for $1.16 billion in 2018)
• HighJump Software ( sold to Körber AG for $750 million in 2017)
• Infinisource Benefit Services (until 2018)
• Integrichain ( sold to Nordic Capital for $465 million in 2023)
• IntrinsiQ ( sold to AmerisourceBergen Corporation – NYSE: ABC in 2011)
• isolved (until 2018)
• iTradeNetwork ( sold to Roper Industries – NYSE: ROP for $525 million in 2010)
• JAGGAER (sold to Cinven for $1.6 billion in 2019)
• KANA Software ( sold to Verint Systems – NASDAQ: VRNT for $514 million in 2014)
• Kerridge Commercial Systems ( sold to CapVest for $1.1 billion in 2023)
• Saber (sold to EDS for $460 million in 2007)
• Smart Communications ( sold to Cinven for $1.8 billion in 2025)
• TEAM Software (sold to WorkWave for $330 million in 2021)
• TrueCommerce (sold to Welsh, Carson, Anderson & Stowe for $800 million in 2020)
• Vyne ( sold to The Jordan Company for $210 million in 2019)
• Board Observer of Model N (NYSE: MODN until its initial public offering in 2013)

Jason received his M.B.A. from the Wharton School at the University of Pennsylvania in Finance and Strategic Management where he graduated as a Palmer Scholar and was awarded the Ford Fellowship (first­-year Co-Valedictorian). He received a B.S. with Highest Distinction in Finance and Accounting and a minor in Speech Communications from the Pennsylvania State University.

Jason is a Certified Public Accountant (CPA, inactive) and holds the Chartered Financial Analyst (CFA) designation.

* Senior Advisors are consultants who are not employees of Accel-KKR or its affiliates, but have a strategic relationship with Accel-KKR and/or provide advice or services to Accel-KKR or its portfolio companies.