MS

Matt Sonefeldt

Partnering with world-class organizations focused on long-term value, cultural transformation, and social impact. Focused on investor relations, and the integration of narrative with operations, strategy, & culture.

San Anselmo, California

Invests in

Stages:

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $1,500,000.00

Skills

Financial Modeling
Strategic Planning
Business Valuation
Fundraising
Valuation
Financial Analysis
Strategic Partnerships
Risk Analysis
Due Diligence
DCF
Forecasting
Equity Research
Non-profits
Business Planning
Investor Relations
Corporate Positioning
Capital Allocation
Investments
Equities
Business Strategy

Education

Work Experience

  • Co-Founder

    2023

    Long-Term Value Advisors (LTV) is an IR public company advisory firm and thought leadership platform founded by Matt Sonefeldt & RJ Jones. We partner with outstanding organizations to navigate the public markets and build investor relationships to serve your long-term goals. We work with clients to best support their vision, values, culture, and strategy. We leverage 40 years of leadership experience in the capital markets and growth technology companies. In particular, we’ve led Investor Relations (IR) teams at best-in-class organizations, including LinkedIn, Zillow, Atlassian, Nordstrom, and Similarweb.

  • Advisor

    2023

    Partnering with team TMF on all things product strategy & member value.

GenPurpose

2019

  • Co-Founder, Partner

    2019

2019 - 2023

  • Head of Atlassian Ventures

    2022 - 2023

  • Vice President, Strategy and Business Operations

    2021 - 2022

  • Vice President, Investor Relations

    2019 - 2021

    Re-envisioning Atlassian's long-term narrative and strategy as a cloud-first company unleashing the potential of teams at consumer scale.

2017 - 2020

  • Board Of Directors, Audit Chair

    2017 - 2020

    Imperative is the only talent assessment platform for purpose driven companies. Imperative partners with forward-thinking organizations to equip them with the tools, system and support network to drive purpose for their people. www.imperative.com/

2018 - 2019

  • Corporate Development & Partnerships

    2018 - 2019

2017 - 2018

  • Chief Operating Officer

    2017 - 2018

    Ethic is a data-driven tech platform that creates sustainable passive investments for institutional investors. Ethic sits at the forefront of the two largest shifts in asset management's history: the accelerating transition to both sustainable and passive investment. ethic.investments Experience: • Acquired first 10 institutional clients • Negotiated initial bus dev’t & distribution agreements across multiple asset classes & geographies • Co-led large $4m seed investment from leading fintech & impact venture investors • Implemented business processes & communication playbook for leadership and sales teams

2011 - 2017

  • VP, Investor Relations, LinkedIn

    2011 - 2017

    Aligned long-term shareholders with LinkedIn's vision to create economic opportunity for every member of the global workforce. Experience: • Guided public company evolution from $5b to $26b valuation growth, $500m to $5b revenue growth • Led $3bn in capital offerings (equity + convertible) through partnerships with long-term owners • Launched executive processes: company key metrics, competitive analysis, quarterly business reviews • Built best-in-class shareholder cap table • Awarded Best IR in Technology & Internet by Institutional Investor & IR Magazine in ’11, ’12, ’13, ’15, ‘16

  • Fellow, 2013 First Movers

    2013 - 2014

    Aspen First Movers equips for-profit leaders to create positive societal impacts through innovative business models. Specific focus on innovating public company financial reporting to focus on company purpose versus short-term financial results.

2004 - 2011

  • Equity Research Associate

    2004 - 2011

    Analyzed long-term investment potential of companies in the Asian & US large-cap technology sector, focusing on firms with sustainable cash flow and strong balance sheets. Expertise in identifying platform potential companies, building relationships with executive teams, and investing in long-term competitive advantages.