JM

Jonathan Meltzer

Portfolio Manager at iCapital

New York, New York

Invests in

Stages:

  • Min Investment:

    $50,000.00
  • Max Investment:

    $10,000,000.00
  • Target Investment:

    $5,000,000.00

Lists including Jonathan

Work Experience

2025

  • Senior Vice President

    2025

2019 - 2025

  • Managing Partner

    2019 - 2025

    Alumni Ventures is the largest VC for individual investors, having raised more than $1.4 billion. I was responsible for investment sourcing, due diligence, and portfolio management.

  • Portfolio Manager

    2016 - 2019

    Led private equity and venture capital fund and coinvestments on behalf of a single family office and its philanthropic foundation. Performed thematic research, sourced and underwrote new funds and co-investments, and served as board member or board observer for direct investments.

  • Vice President

    2010 - 2016

    Executed private equity investments. Performed due diligence, created financial models, and managed all phases of deal execution. Worked closely with portfolio company management teams on financial and operational reporting, capitalization, and M&A. Investments included: - Electric Guard Dog (sold to Snow Phipps) - Ice House America (sold to Fort Point Capital) - Communications Capital Group (portfolio and platform sold to Blackstone and GTCR, respectively) - Community National Bank (sold to Bridge Bankcorp) - Southern Tier Brewing Company - Victory Brewing Company

2006 - 2008

  • Senior Associate

    2006 - 2008

    Analyzed buyout and mezzanine credit investment opportunities, presented new deals to the investment committee, and monitored existing investments. Developed detailed financial models and valuation analyses.

2004 - 2006

  • Associate, Investment Banking Division

    2004 - 2006

    Executed M&A and financing transactions on behalf of consumer products companies.

  • Analyst, Financial Restructuring Group

    1999 - 2002

    Advised Kmart on its chapter 11 bankruptcy, Avianca (the largest airline in Colombia) on its out-of-court restructuring, and National Airlines on its chapter 11 bankruptcy.