Lori D. Kendall, PHD, MBA

Operating Partner


Professional Experience
25+ years as a serial entrepreneur, engineer, and technology executive for venture-backed and publicly-traded firms in B2B software, hardware, and networking. She has held VP and senior leadership responsibilities for new product development, business operations, and cloud services. Lori concurrently serves as adjunct faculty at Case Western Reserve University and The Ohio State University, where she teaches graduate and undergraduate courses in marketing & research analytics and leadership. Previously Lori held executive leadership positions for voice and video communications and contact center industry leaders and co-founded several firms, including a multiple award-winning call center technology company. Lori has served in executive and staff R&D and Marketing positions for networking and computer equipment public firms and venture-backed AI and data mining startups. She has advised startups focused on system integration, employee engagement, estate planning, home security, business process automation, and customer satisfaction. Lori completed her Ph.D. in Management from Case Western Reserve University in Cleveland, Ohio. She holds an MBA from Holy Names University in Oakland, CA.

Sector Expertise

  • New product development for over 20 unique product lines generating > $3B in revenues.
  • Revenue sharing agreements with over 30+ partners, including IBM, HP, Anderson Consulting, MCI/Worldcom, Sprint, Telstra, and British Telecom for go-to-market and service fulfillment.
  • Outsourcing leverage comprising of 1) contract outsourcing and manufacturing agreements, including Foxconn, Mindtree, and IPSoft, and 2) 8 offshoring transactions in Canada, India, Russia, and China for > 1800 employees.
  • M&A transactions with product leadership role resulting in being acquired by Alcatel for $1.5B – 2000); led M&A integration of Next Age Technologies 1999 (price not public); led contract and resource integration for IBM CallPath 2001; led due diligence and post M&A integration of HP Halo ($89M – 2011).
  • Digital innovation business models that disrupt value-chains, cost and revenue structure to drive market share, e.g. Transera Virtual Call Center (cloud-based leveraging open-source and component-off-the-shelf technology) sold as monthly agent-based seat price for 50-75% less than traditional license pricing.
  • Service platform ecosystems to drive open innovation adoption, e.g. leveraging open-source platform to deliver multi-media communications services without programming.
  • Transformation of digital assets into service-oriented architectures to increase user access, e.g. delivery of a Polycom cloud-based video and telecommunication services delivered on non-proprietary devices.
  • Lean go-to-market horizontal business processes and value delivery chains matching organizational maturity from $100M-$5B. Developed and orchestrated end-to-end product roadmap/development processes at Genesys, Transera, Cisco, and Polycom that resulted in products/services delivered on-time while meeting customer expectations in regional/global markets through direct, channel, and cloud-based delivery models.
  • Defend/grow strategies for acquired businesses while retaining existing customers and exceeding revenue objectives to deliver financially accretive and profitable acquisitions. Examples: Next Age Workforce Management (accretive at $25M in <2 years) and Halo Telepresence Service (accretive at $125M in 18 months).
  • Partner relationship management by building and leading teams throughout Europe, JAPAC, and Americas to manage key partner relationships for financial services, consulting, and telecommunications companies that delivered over $75M in annualized revenues. Relationships included Deutsche Bank, Bank of America, IBM, Telstra, and British Telecom.


  • PhD, Management — Concentrations: Strategy and Positive Organizational Scholarship, Case Western Reserve University
  • MBA — Concentration: Leadership, Holy Names University