Jacob Sonnenberg
Portfolio Manager - Irving Investors
- Role
- Venture & Crossover Portfolio Manager Senior Research Analyst at Irving Investors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jacob Sonnenberg
Investment professional with over a decade of investing experience across sectors. Assigned increasing levels of responsibility starting as a bulge bracket sell-side Analyst working way up to Portfolio Manager. Current role spans a 360 degree investment angle from venture capital to public stocks with high focus on Tier 1 pre-IPO growth names.Strong foundation in financial statement analysis, valuation on both relative & absolute basis, modeling, industry regulation, and communication. Extensive list of references from past employers ranging from Analysts, PMs, to other managers. Authored numerous TechCrunch articles and graduated from the Haas School of Business at UC Berkeley with High Honors.
Experience
Venture & Crossover Portfolio Manager Senior Research Analyst
Jul 2021 — Present · Denver, CO, US
Lead the technology, payments, consumer, and industrial practice. Portfolio Manager for the Irving Investors Privates Fund,covering hundreds of private and public (crossover) companies globally. Drive research, diligence, and idea generation through 400+ annual C-suite meetings, expert network calls, and broad relationships across buy-side, sell-side, investment banking, ECM, and IR. Actively participate in major industry conferences, TTWs, NDRs, and investor events, while advising pre-IPO companies on public-market strategy and metrics. Provide strategic introductions across the ecosystem, mentor junior analysts, and contribute thought leadership through TechCrunch/Financial Times and quarterly updates distributed to 600+ CEOs/CFOs.
Education
University of Southern California
Entrepreneurship/Entrepreneurial Studies
University of California, Berkeley, Haas School of Business
Business Administration
2011
Skills
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Private Equity
- Corporate Finance
- Finance
- Fixed Income
- Equities
- Analysis
- Bloomberg Terminal
- Financial Analysis
- Dcf
- Portfolio Management
- Investments
- Investment Management
- Bloomberg
- Microsoft Office
- Capital Iq
- Asset Management
- Securities
- Valuation
- Equity Valuation
- Financial Modeling
- Investment Banking
- Equity Research
- Veterans Affairs
- Philanthropy
- Due Diligence
- Hedge Funds
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