Jonathan Yoni Kastner

Experience

• 

  MYDA Capital

  May 2018 - Jul 2018

  Equity Summer Analyst

  Long/Short Hedge FundLearned basics of financial modeling, market analysis and executive communication.

• 

  Morgan Stanley

  Apr 2019 - Dec 2019

  Wealth Management Client Success Intern

  Interfaced between wealth managers and their clients for the Fortress Group, a team with $1B AUM at the time. Worked 16 hours/week during 2 semesters of college and full-time in the summer.

• 

  TRUE

  Sept 2020 - Jun 2022

  Helped Lead $22m Growth Equity Raise- Was responsible for and created pitch decks from scratch, pitched alongside CEO to over 40 VC/PE firms, and helped team model & negotiate from term sheet through funding.- Resulted in $22m investment from Long Ridge Equity Partners and strategic investor CBC Companies.QB’d Executive Recruitment- Managed the executive recruitment process- Served as the primary point of contact with exec search firm- Interviewed/evangelized TRUE to - and hired - key executives, including the CMO, CRO, CPO, and CTO. Show less

  • Director of Business Operations & Development

    Jul 2021 - Jun 2022

  • Business Operations Associate

    Sept 2020 - Jul 2021
• 

  TRUE

  Oct 2022 - now

  Executive & Board Communication- Responsible for the delivery of presentations from each department to our Board to give a clear, coherent & full picture of TRUE (own decks)- Always start presentation with dashboard showing progress towards goals defined at beginning of year- Responsible for organized layout and consistency (a lot of attention to detail required)- Assist CEO and exec team with crafting annual business plan, detailed with OKRs per department, budget, strategic goals and tactical steps to achieve them (own decks)- Assist CEO and exec team in creating monthly presentations for internal company updates to keep all team-members aligned and energized (own decks)Product Review Board- Member of product review board, along with CEO, Head of Product Management, CRO/Pres & Head of Customer Success- We meet weekly to align on most pressing product needs and prioritize engineering projects accordingly Show less Managed Software Acquisition- Led the project management side of the acquisition of MTS Software Solutions' IntellaLend platform- Coordinated between seller's CEO/owner, senior leadership, legal teams, and external vendors- Conducted detailed financial modeling to evaluate value-add and authored a comprehensive acquisition memo (written pre-Chat GPT!), securing board approval for the transaction- This product has become an integral part of our product suite (TRUE QC Platform)Designed & Owned Budget- As interim head of FP&A, I built and owned our 2023 annual budget and presented finances at our board meetings.- Designed a dynamic $12 million OpEx budget with each department head based on directives of CEO & Board. OpEx was within 1% of my projection for H1 2023. I continue to do FP&A. Show less

  • Chief of Staff

    Jul 2024 - now

  • VP of Strategic Initiatives

    Jun 2022 - Jul 2024

  • Interim Head of FP&A

    Oct 2022 - May 2023