AJ

Adam J. Plotkin

Venture Capital Investor

New York, New York

Invests in

Stages:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Skills

Investment Management
Business Development
Private Equity
Hedge Funds
Structuring
Investments
Bonds
Special Situations
Securities
Leveraged Finance
High Yield
Structured Finance
Fixed Income
Financial Modeling
Corporate Finance
Credit Derivatives
Securitization
Credit Analysis
Credit
Structured

Education

Work Experience

2013 - 2023

  • Partner

    2013 - 2023

    Active investing partner at a New York City seed-stage firm. Board representation including: AppBind, Bloomz, Burro, CardFlight, Civic Eagle, HoneyBee, New Age Meats, Scite, Signup.com, Skip, StoryFit, TensorFlight, WithClarity, Drop Loyalty, Estify, Gobbler, PlusOne Robotics, Rhino, Sure, Omaze, Parento, MoveTech

Adam J Plotkin

2009 - 2013

  • Independent Investor and Consultant

    2009 - 2013

    Advised startup companies on fundraising, business strategy, board matters and execution.

Assura Group of New York

2009 - 2011

  • Director of Business Development

    2009 - 2011

    Joined founding team for a startup insurance company marketing supplemental unemployment insurance. Executed marketing and PR strategy through to successful proof-of-concept. Structured the product and actuarial materials for regulatory and carrier approval, successfully raising ~$1.5 million from outside investors.

Lake Baldwin Management

2006 - 2009

  • Vice President

    2006 - 2009

    Senior analyst / portfolio strategist. First hire at a $250 million startup hedge fund with an open, opportunistic investment mandate. Independently identified, analyzed, selected and sized equities and credit portfolio investments with broad industry and regional diversification. Focus on undervalued, distressed and special situations including a portfolio of mortgage assets. Lead-negotiated the creation of the first-ever catastrophe bond CDO and $800 million of insurance-linked securities.

  • Senior Analyst/Director of Investments

    2004 - 2005

    Analyzed distressed securities and provided investment recommendations.

2003 - 2003

  • Summer Associate

    2003 - 2003

    Summer associate to the Chief Investment Strategist. Adapted academic research for an institutional investor audience.

1998 - 2000

  • Analyst

    1998 - 2000

    Leveraged Finance and Risk Markets. Built models supporting high yield and bank loan underwriting. Drafted offering circulars, and created road show and ratings agency presentations. Participated in the creation of early cat bond securities.

1997 - 1997

  • Summer Analyst

    1997 - 1997

    Enron Capital Markets. Developed derivative strategies to manage political risk.