Jonathan Charles

MBA, University of Michigan at Ann Arbor - 2005

MS in E-Commerce, Carnegie Mellon University - 2002
School of Computer Science and Tepper School of Business, Pittsburgh, PA
Mobile, Internet, and software business models and technologies
Key courses: Computer Networking, Computer Security, Electronic Payment Systems, Information Architecture (Search), Internet I,
Internet II, Internet Practicum, Java Programming, Mobile Communications, Software Engineering

IPotential, LLC (IP I-Banking), Sr. Financial Analyst
-Working with former WSGR Attorney and Intel Director of Patents & Licensing on high tech IP licensing and sell-side engagements
-Engaged in financial analysis, market modeling and pitching for software, hardware, mobile, gaming and Internet centric deal-making

AppVoyage (mobile widgets), Corp. Development / Strategy (contract), San Jose, CA
-Developed business development, product and financing strategies for seed stage mobile widgets and applications startup
-Built detailed 5-year P&L model which included extensive mobile traffic, market segmentation and operational costs analysis

GradSphere Media (Web 2.0 startup), Business Development/Strategy as a Founder, Silicon Valley, CA
-Engaged in business development and product strategy for seed-level Web 2.0 career info digital media publisher and social network
-Developed market entrance strategy, wrote business plan, and created slide deck for GradSphere Chief Executive Officer
-Built detailed 5-year financial model which included extensive operational, CPM/CPA advertising and market segmentation variables
-Conducted research on streaming video economics, digital media publishing, social networking and Internet/mobile advertising

Jefferies & Co., Investment Banking Associate, Silicon Valley, CA
-CEO/CFO and other high-level client interaction during analysis and development of high growth corporate financial strategies
-Extensive P&L and market modeling for variety of high growth companies using top-down and bottom-up approaches
-Prepared numerous information memorandums, pitch books, client presentations, sales force memos and compliance documents
-Heavy exposure to Bloomberg, CapIQ, Factiva, ShareWorld, Thomson Analytics, Venture Source, Zephyr

Apjohn Ventures, VC Associate, Ann Arbor, MI
-Developed highly complex portfolio management IRR model to be used for fund investment exit and overall performance analysis
-Heavy exposure to legal documents such as operating agreements, private placement memorandum, LP agreements and term sheets
-Analyzed fund benchmarking data using PEI database and developed marketing materials for institutional fund raising purposes

-Favorite startup databases: Crunchbase, Venture Beat Profiles, Vator.tv, Venture Deal, Venture Source, Zephyr (M&A/IPO)
-Blog: Deal Book, GigaOM, Mashables, PaidContent, Silicon Alley Insider, Techcrunch,Vator.tv, Venture Beat

Employer:	IPotential, LLC
Position:	Senior Financial Analyst
Time period:	April 2009 - Present
Description:	-Working with former WSGR Attorney and Intel Director of Patents & Licensing on high tech IP licensing and sell-side engagements -Engaged in financial analysis, market modeling and pitching for software, hardware, mobile, gaming and Internet centric deal-making -Directly responsible for walking potential buyers through all Excel market size and licensing models and supporting analyst reports

Employer:	OpenTerrain.com
Position:	Digital Media Finance/Strategy Advisor
Time period:	January 2009 - April 2009

Employer:	AppVoyage
Position:	Corporate Development and Strategy Consultant
Time period:	October 2008 - January 2009
Description:	-Developed business development, product and financing strategies for seed stage mobile widgets and applications startup -Built detailed 5-year P&L model which included extensive mobile traffic, market segmentation and operational costs analysis -Attended and participated in various venture capital pitch presentations with Sigma Partner and Canaan Partners

Employer:	GradSphere Media
Position:	Founder
Time period:	September 2007 - September 2008
Description:	-Engaged in business development and product strategy for seed-level Web 2.0 career info digital media publisher and social network -Developed market entrance strategy, wrote business plan, and created slide deck for GradSphere Chief Executive Officer -Built detailed 5-year financial model which included extensive operational, CPM/CPA advertising and market segmentation variables -Conducted research on streaming video economics, digital media publishing, social networking and Internet/mobile advertising -Direct interactions with web development team in designing website interface and in developing product roadmap

Employer:	Jefferies & Co.
Position:	Investment Banking Associate
Time period:	July 2006 - August 2007
Description:	-CEO/CFO and other high-level client interaction during analysis and development of high growth corporate financial strategies -Extensive P&L and market modeling for variety of high growth companies using top-down and bottom-up approaches -Prepared numerous information memorandums, pitch books, client presentations, sales force memos and compliance documents -Participant in legal, clinical and operational due diligence calls, organizational meetings and legal drafting sessions -Engaged on sell-side for $125+ million cardiology device start-up to be sold to publicly-traded medical device company -Completed $40 million follow-on equity offering for a multiple sclerosis focused Canadian developmental-stage drug company -Additional sell-side assignments for optical cancer diagnostic and intravenous cooling therapeutics venture-backed start-ups -Heavy exposure to Bloomberg, CapIQ, Factiva, ShareWorld, Thomson Analytics, Venture Source, Zephyr

Employer:	Apjohn Ventures
Position:	Venture Capital Associate
Time period:	June 2006
Description:	-Developed highly complex portfolio management IRR model to be used for fund investment exit and overall performance analysis -Engaged in fundraising document creation targeting $150 million State of Michigan Venture Fund (run by Credit Suisse) -Heavy exposure to legal documents such as operating agreements, private placement memorandum, LP agreements and term sheets -Analyzed fund benchmarking data using PEI database and developed marketing materials for institutional fund raising purposes -Developed corporate licensing deal structures for portfolio companies using Recombinant Capital (RECAP) database

Employer:	Apjohn Ventures
Position:	Venture Capital Associate
Time period:	December 2005
Description:	Developed highly complex portfolio management IRR model to be used for fund investment exit and overall performance analysis -Engaged in fundraising document creation targeting $150 million State of Michigan Venture Fund (run by Credit Suisse) -Heavy exposure to legal documents such as operating agreements, private placement memorandum, LP agreements and term sheets -Analyzed fund benchmarking data using PEI database and developed marketing materials for institutional fund raising purposes -Developed corporate licensing deal structures for portfolio companies using Recombinant Capital (RECAP) database

University:	University of Michigan System - Ann Arbor
Time period:	2005
Degree:	MBA

University:	Carnegie Mellon University
Time period:	2002
Degree:	E-Commerce, MSc

University:	University of Michigan System - Ann Arbor
Time period:	1997
Degree:	Master of Health Services Administration, MSc

University:	Loyola Marymount University
Time period:	1994
Degree:	Biology, BSc