Jonathan Rosenbaum
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- Full Name
- Jonathan Rosenbaum
- Title
- Managing Partner
- Firm
- Simon Equity Partners (the stub's "Simon Equity")
- Firm Type
- Private equity / family investment office (makes growth-capital and venture-stage investments; not purely an angel)
- Investment Stage
- Early- to expansion-stage — Seed and Series A through growth equity / buyouts
- Check Size
- ~$2M–$10M (per CB Insights)
- Target Company Profile
- Consumer and retail companies with roughly $5M–$20M in revenue; often a minority investor
- Sector Focus
- Consumer, retail, consumer goods/CPG, with additional activity in real estate, technology and enterprise applications
- Geographic Focus
- Primarily United States (also selective Canada, UK, Israel)
- Location
- San Francisco Bay Area, California (firm offices listed in San Francisco / Larkspur, CA)
Background
Jonathan Rosenbaum is a Managing Partner at Simon Equity Partners, a California-based private equity firm and family investment office that makes growth-capital investments in early- and expansion-stage consumer companies. At the firm he directs investments in the consumer, real estate and technology areas. The firm was founded by Stephen Simon (its founding/managing member), and operates with a small partner team.
Before Simon Equity Partners, Rosenbaum served in a comparable investing capacity at Raycliff Investments (a family-office/private-equity vehicle) from roughly 2006 to 2015. Prior to moving into private equity, he held a series of executive finance and corporate-development roles in the technology and media industries — most notably as a senior finance executive at PRN, then the largest U.S. out-of-home (in-store) television media network, through its sale to Thomson SA. Earlier he held similar finance roles at GE/NBC's online arm, NBC Internet (NBCi), as well as at other technology startups.
Rosenbaum began his career in the business assurance / audit practice at Ernst & Young LLP, working in the firm's technology, communications and media group. He holds an undergraduate degree from the University of California, Santa Barbara (attended circa 1991–1994).
Note: Several professional-data aggregators (Equilar, RocketReach, The Org, D&B) also list a Jonathan Rosenbaum as Chief Financial Officer of Unagi (the consumer electric-scooter company) and reference Raycliff and SynapticMash; these profiles appear to describe the same individual given the overlapping consumer-finance career, but this dual role could not be confirmed from a primary source and should be treated as reported, not verified.
Investment Thesis & Focus
- Invests in consumer and retail businesses, spanning CPG/consumer goods, retail brands and consumer-facing technology.
- Targets early- to expansion-stage companies — the firm's disclosed activity includes Seed (avg. ~$2.9M), Series A (avg. ~$6.4M) and later Series B/growth rounds, plus occasional leveraged buyouts.
- Check size of roughly $2M–$10M, typically into companies with $5M–$20M in revenue, often as a minority investor (CB Insights).
- Operates with a family-office orientation, which can mean patient, flexible capital rather than fund-cycle-driven timelines.
- Says "yes" to proven consumer demand and real revenue traction — the revenue-band targeting suggests a preference for companies past pure concept stage with demonstrable product-market fit.
Notable Investments
- OLLY — consumer vitamins/supplements brand (Olly PBC); acquired by Unilever (exit).
- VideoAmp — data-driven advertising measurement & optimization platform; reached unicorn status (later-stage rounds).
- Plum Organics — organic baby/kids food brand (acquired, e.g., by Campbell Soup).
- ICU Eyewear — eyewear maker; acquisition financing (~2010), exited December 2022 to 1847 Holdings.
- Gracenote — music/entertainment metadata company (acquired).
- Trove — resale/recommerce technology platform (later-stage funding).
- Welly — consumer health/first-aid brand (consumer-goods portfolio company).
- Anzu — Series B financing (~$48M, June 2023).
- Coalision — consumer/apparel company, Series A (~$18M, 2018).
- Aeropostale — consumer retail; portfolio-linked IPO (May 2002, earlier-era exit).
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