Josh Tanenbaum

Managing Partner and Founder

2020

Rebalance Capital is a venture capital firm that invests in Series A and B FinTech and WorkforceTech companies propelling upward economic mobility for low and middle income communities. We serve as a trusted source of innovation for Financial Services leaders and CHROs to help their most vulnerable customers and employees. Distribution Models: B2B2C, B2B Marketplaces Revenue Targets: $2M-$20M Majority of Demographic Served: $90K in aggregate household income or less HQ: US (Opportunistically Mexico and Canada) https://www.rebalancecap.com/submissions

Board Member

2024

Board Observer

2024 - 2024

Board Member

2023

Board Observer

2021

Investment Banking, Financial Institutions Group

2019 - 2023

Supporting Alternative and Traditional Asset Managers (and Tech-Enabled Money Managers), Tech-Enabled Lenders, and Digital Asset firms across M&A, SPACs, and Capital Markets.

Environmental Finance & Impact Investing Fellow

2020 - 2020

For the capstone of the MBA Environmental Finance & Impact Investing Fellowship at Cornell, my classmate and I supported the Integrated Equity team at Partners Group Impact Investing. We assisted with due diligence of emerging market venture capital, private equity and debt funds and direct investments, as well as landscaping geographies and impact investment themes. We developed screen notes and investment memos, and ran cash flow, IRR and valuation models.

Senior Associate, Global Asset Management & Alternative Investments Practice

2017 - 2018

Investments specialist advising asset managers, OCIOs, and asset owners through investment team lift and build outs across liquidity spectrum and M&A - Founder of Talent-Centric Acquisitions: A turn key solution for sourcing, conducting due diligence and integrating Asset Management acquisitions from a human capital perspective - Asset Management & Alternatives Transactions & Transformation Lead: Human capital advisory solutions for Asset Management mergers and acquisitions. - Recruiter of Chief Executive Officers, Chief Investment Officers, heads of asset classes, and Portfolio Managers across Public Equity, Fixed Income, Hedge Funds, Private Equity, Private Credit, Venture Capital, and Special Situations - Co-founder of Impact Investing Center of Expertise

Associate, Global Asset Management & Alternatives Practice

2016 - 2017

Research Associate, Global Asset Manaegment & Alternatives Practice

2014 - 2016

Founder

2011 - 2014

LOCAL VIBES was a live music-focused, tech-driven A&R company that empowered bands to catapult their careers through the use of fan and gig attendance analytics in a world of downward trending record sales. We also gave artists a mobile solution to raise funds direct from fans at showcases, giving them a platform to be ambassadors for causes. - Created payment solution for raising donations live at shows - Covered over 10,000 artists across Australia, UK, and US and signed 32 bands to the platform - Brokered artist partnerships with VH1, iHeartRadio and MTV, and New Music Seminar - Organized launch event with over 150 senior industry professionals in attendance - Hosted major showcase of top talent with over 700 people in attendance - Built out impact metrics platform monitoring campaign dollars invested through restricted capital deployment (grants) - Successfully exited company to music conglomerate