Jon Soberg, CFA

Venture Investor & Serial Entrepreneur

Investment Specialties: Financial technology and Enterprise Software, especially at early stages.


Advise and lecture on go-to-market and growth marketing strategies, financial analysis, operations management.

Financial Technology Investments: Addepar, Coverhound, CredoRax, FeeX, Kreditech, Lenddo, PaidPiper, Paymill, SocietyOne, ZipZap, Zanbato, and two in stealth mode.

Enterprise Investments: AppBoy, BrainRush, Cyvera, Hootsuite, Mygola, 1-Page

Personal interests include financial services innovation, pricing, customer acquisition strategies and business analytics.

Not to mention wine and yoga.

1. Financial Analysis
2. Venture Capital
3. Entrepreneurship
4. Operations Management
5. Start-ups
6. Pricing Strategy
7. Business Strategy
8. Product Management
9. Corporate Development
10. Strategic Partnerships
11. Management Consulting
12. Marketing Strategy
13. Angel Investing
14. Strategy
15. E-commerce
16. New Business Development
17. Go-to-market Strategy
18. Analytics
19. Product Development
20. Leadership
21. Strategic Planning
22. Marketing
23. Management
24. Business Development
25. Mergers & Acquisitions
26. SaaS
27. Competitive Analysis
28. Enterprise Software
29. Executive Management
30. Business Modeling
31. Investments
32. Mobile Devices
33. Private Equity
34. Business Planning
35. Product Marketing
36. Strategic Consulting
37. Cross-functional Team Leadership
38. Cloud Computing
39. Emerging Markets
40. Mobile Applications
41. Due Diligence
42. Market Analysis
43. M&A experience

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