Independent advisory for founders, investors, and acquirers.
Moon Advisory provides independent advisory to founders, investors, and acquirers in AI and software across capital strategy, M&A, and corporate development, from fundraising through post-close integration.
The practice is led by Jamie Moon. Jamie has led M&A transactions up to ~$1B in enterprise value and 10+ venture investments, including Anthropic and CoreWeave, while heading Corporate Development & Ventures at Zoom. She also led the SafeBase investment through to its acquisition by Drata.
Most M&A advisors come from one vantage point, a bank or a PE firm. Jamie has sat in the operator's seat at companies that defined their categories during the AI buildout, structuring both venture investments and acquisitions from inside the businesses making the decisions.
Capital strategy, fundraising positioning, and M&A readiness for growth-stage founders preparing for their next round or exit.
Narrative development, buyer landscape mapping, and process strategy for founders running an exit.
Target evaluation, financial diligence, valuation, and negotiation support for strategic acquirers and PE firms.
Ongoing M&A and CVC support for PE-backed and growth-stage companies - thesis, sourcing, IC process, post-close playbook.
Specialized valuation work drawing on operating experience inside foundation model and AI infrastructure companies.
Engagements are selective, allowing for deep involvement in each one. Initial conversations are confidential and without obligation.
contact@moonadvisory.group