Jake Simon
InvestorAssociate at Fontinalis Partners
Detroit, Michigan
Writes $100K – $10M checks · typically $3M
About
Associate who identifies and evaluates investment opportunities, leads due diligence and financial modeling, and supports portfolio companies. He previously worked in investment banking at William Blair and holds a finance degree from Miami University (Ohio).
Experience
- Porsche VenturesInvestorcurrent2022 — presentBay Area
- VariousAngel Investing & Partnershipcurrent2023 — present
- GoingVC PartnersPrincipal Venture Partnercurrent2020 — presentGlobal
- Fontinalis Partners, LLCInvestor2018 — 2022Detroit
- Fontinalis Partners, LLCVenture Capital Senior Analyst2017 — 2018Greater Detroit Area
- William BlairInvestment Banking Associate2017Greater Chicago Area
- William BlairInvestment Banking Analyst2014 — 2017Greater Chicago Area
- William Blair & CompanyInvestment Banking Summer Analyst2013Greater Chicago Area
- Cleveland Research CompanyEquity Research Summer Analyst2012Cleveland/Akron, Ohio Area
Skills & more
Financial Modeling23Valuation13Corporate Finance9Investment Strategies5Mergers & Acquisitions1EntrepreneurshipVenture Capital1Private EquityBusiness OperationsDue Diligence1Market Research1Time Management2
+7 more
InvestmentsOptions StrategiesMicrosoft ExcelTeam LeadershipCritical ThinkingCreativityMentoring- VC University LIVE (at University of Michigan) - Program Certificate — VC University
- Series 63 — Uniform Securities State Law Examination
- Series 79 — Investment Banking Representative Examination
From Jake's professional profile.
Colleagues at Fontinalis Partners
Amy Dai
Senior Associate at Fontinalis Partners
Bill Ford
Founder Emeritus at Fontinalis Partners
Chris Stallman
Managing Partner at Fontinalis Partners
Christopher Cheever
Founder & Managing Partner at Fontinalis Partners
Daniel Ratliff
Partner at Fontinalis Partners
Gabe Cunningham
Partner at Fontinalis Partners
Gabe Klein
Venture Partner at Fontinalis Partners
James Kilgore
IT Director at Fontinalis Partners
Network5
Bill Ford
Founder Emeritus at Fontinalis Partners
Chris Stallman
Managing Partner at Fontinalis Partners
Christopher Cheever
Founder & Managing Partner at Fontinalis Partners
Daniel Ratliff
Partner at Fontinalis Partners
Gabe Cunningham
Partner at Fontinalis Partners
Investors connected to Jake in public investor directories — a warm-intro map.
Frequently asked questions
- Who is Jake Simon?
- Associate who identifies and evaluates investment opportunities, leads due diligence and financial modeling, and supports portfolio companies. He previously worked in investment banking at William Blair and holds a finance degree from Miami University (Ohio).
- Where does Jake Simon work?
- Jake Simon is Associate at Fontinalis Partners.
- What check size does Jake Simon write?
- Jake Simon typically writes checks of $100K – $10M.
- Where did Jake Simon go to school?
- Jake Simon studied at Miami University (Bachelor of Science (BS) in Business, Finance); GoingVC (Principal Venture Partner (Investor Program) | Alumni (Cohort 1)).
Same school
Also attended Miami University127
Kate WilschutzChief Financial Officer, Revolution Funds at RevolutionSean KwiatVice President, Investments at CincyTechKevin RileyBoard Member at CincyTechMike FitzgeraldInvestor at High AlphaKevin SchultzEntrepreneur in Residence at Storm VenturesSam YehAnalyst at Miami University Redhawk Ventures
+ 121 more
Also attended GoingVC24
Eugene YangFund Operations Director at Keyhorse CapitalJordan CroomInvestor at Side Door VenturesJay FraserInvestor at Side Door VenturesKevin BernalSenior Associate at Mighty CapitalCharles BeyrouthyFounder & Managing Partner at Forma PrimeDianthe Harris SkurkoVenture Partner at Forma Prime
+ 18 more
Shared employers
Also worked at Fontinalis Partners, LLC13
Christopher CheeverFounder & Managing Partner at Fontinalis PartnersLaura PetterleManaging Partner & CFO at Fontinalis PartnersChris StallmanManaging Partner at Fontinalis PartnersDaniel RatliffPartner at Fontinalis PartnersMark SchulzFounder Emeritus & Venture Partner at Fontinalis PartnersGabe KleinVenture Partner at Fontinalis Partners
+ 7 more
Also worked at William Blair72
Joe HaraVice President at Marlin Equity PartnersAlec FengAssociate at Marlin Equity PartnersZach RiedyVice President at TCVTatijana JankoPartner at Fjor FoundersRob CiechowskiSenior Associate at DFJKyle DedrickVice President at Odyssey Investment Partners
+ 66 more
