Alex Plonsker

Tech Forward Operator, Investor and Consultant

Chicago, United States


I have over 10 years of experience in finance, operations, sales, management, strategy, and design. My background as an investment banker, VC-backed tech founder / CEO, giving me a unique perspective and skill set that can help businesses succeed. In addition to my operational expertise, I can also provide guidance on financial, fundraising, investment, strategy, and design-related matters. I provide M&A, digital transformation, conducting market research, analyzing competition, identifying growth opportunities, and creating actionable roadmaps to achieve your goals. I take a comprehensive approach that takes into account your unique needs and goals, and I'm committed to providing tailored solutions that help you succeed. Here's what you can expect when you work with me: - Collaborative, results-oriented consulting that puts your business first - Clear communication, transparency, and a commitment to delivering quality work on time and within budget - A data-driven approach that leverages industry best practices and proven strategies

Domain experience

Relevant Total Experience: 9 years

Seniority Level: Manager

Sector Experience: 

Chemicals Construction Materials Consumer Discretionary Consumer Staples Containers and Packaging Energy Financials FinTech Health Care Independent Power Producers and Energy Traders Industrials Information Technology Media and Entertainment Real Estate


Skilled in: Corporate Strategy, Project Management Office (PMO), Post Merger Integration (PMI), Divestitures, Venture and minority investments, Acquihire, Joint Venture, Due Diligence, Term Sheet, Contractual Agreements, M&A Negotiations, Licensing Agreements, Portfolio Services & Add-on M&A, Private Equity & Growth Capital, Sell-side M&A

Technical Skills: VBA, Salesforce, SQL, Microsoft Excel, PowerPoint, Stata, Java, Bloomberg, Microsoft Office, Capital IQ, Tableau, Python

Languages: English

Work Experience

Elite AI




- Now

- Founded and led a B2B AI technology consulting firm, achieving $500k of revenue within the first 6 months of operation. - Oversaw the strategic planning and execution of AI initiatives, resulting in a 30% improvement in operational efficiency for client organizations through the integration, optimization, and implementation of AI-powered solutions. - Built a strong team of 10+ experts, fostering a collaborative work culture, and cultivated strategic partnerships with 8 leading AI technology vendors to deliver cutting-edge solutions and establish the firm as a trusted advisor in the AI consulting space. - Advised executive-level stakeholders from 10+ client organizations on the alignment of AI technologies with business goals, driving operational efficiency, improving customer experiences, and generating $2 million in additional annual revenue.

LGND Ventures




- Now

- Founded a talent management firm that represents social media influencers, content creators, artists. - Drove a 200% increase in talent signings within the first year, resulting in a roster of 40+ highly sought-after content creators. - Develop acclaimed content and pioneering business ventures within the creator economy, leading to multiple long-term partnerships with globally recognized brands, including Spotify, Amazon, Nike, Lyft, Revolve, Valentino, and Louis Vuitton.


Founder & CEO



- 1/12/2022

- Founded a VC backed startup which was a secondary marketplace for unused membership days, packages, appointments, and reservations. - Raised over $1M in funding from angels, VCs, and other institutional investors. - Led product design and development (wireframing, UX research, product road mapping, technical specs, project management, QA testing…etc.) - Developed and executed sales & marketing strategy to create a 2-sided marketplace consisting of businesses and users. - Built and led a sales team that secured over 200 B2B partnerships (SMBs and Enterprise) spanning fitness, wellness, co-working, and transportation. - Established operational systems, tools and procedures for sales, marketing, engineering, support, and finance. - Sourced, interviewed, and hired all types of on-site and remote employees (engineers, designers, salespeople, marketers…etc.) - Techstars Class of ‘21

Moelis & Company

Investment Banking Analyst



- 31/12/2019

- Worked on sell-side and buy-side M&A, leveraged buyouts, and restructurings; prepared valuation analyses, merger and LBO models and client presentations. - Select Transaction Experience: * Debt Restructuring of a Consumer Retailer * Sale of a Travel Company * Sale of a Portfolio of Renewable Energy Assets

Morgan Stanley

Wealth Management Analyst



- 31/12/2017

- As a full-time student, work 35+ hours per week for a top, nationally ranked wealth management team. - Lead analyst for The Silich Group, managing $1 billion in assets. - Create customized asset allocation models and perform comparative analyses to determine the optimal portfolio for clients. - Develop marketing campaigns, presentations and pitch books targeting high net worth individuals, corporations and other prospective clients.

Deloitte Corporate Finance

Investment Banking Summer Analyst



- 31/12/2016

- Worked on 3 deals, including sell-side and buy-side M&A and debt financings; prepared valuation analyses, merger and LBO models and client presentations. - Select Transaction Experience: * Cross-Border Acquisition of an Aerospace and Defense Company * Capital Raise for a Fingerprinting Company

J.P. Morgan

Tax Equity Summer Analyst - Renewable Energy



- 31/12/2015

- Modeled cash flows to structure and analyze energy investment opportunities, including renewable energy tax credit transactions. - Analyzed financial statements, market data, and contract agreements to determine valuations, one of which resulted in a $150 million investment in a portfolio of solar assets. - Evaluated energy price forecasts of 3 different consulting firms and presented comparative analysis to Managing Directors, which resulted in a two year/$50,000 contract with one of the firms to provide forecasted energy prices for valuation purposes. - Supported due diligence of a wind farm in California by performing risk assessment of a potential turbine manufacturer based on efficiency rate of completed projects.

Chicago Sun-Times




- 31/12/2014


DePaul University




- 1/6/2017

Licenses / Certificates


Series 7




Series 63



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