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Angel Investor (Individual)
davidblerner.com

Investments

4

Portfolio Exits

2

About David Lerner

David B. Lerner is an angel investor based in New York. Mr. Lerner is also the Director of Columbia University venture labs.

Headquarters Location

New York,

United States

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Latest David Lerner News

LSTA Elects New Board Members

Jan 27, 2023

David Lerner of Shenkman Capital & Alex Stromberg of Barclays Re-elected as Co-Chairs of the Board NEW YORK–(BUSINESS WIRE)–The Loan Syndications and Trading Association (“LSTA”), the trade association for the corporate loan market in the United States, today announced the election of five new members to its Board of Directors, for two-year terms. They are: Mohamed Basma, MD and Head Leveraged Credit, Voya Ralph Hinkley, MD Morgan Stanley Investment Management Valerie Kritsberg, SMD, Blackstone Credit David Mechlin, MD and Portfolio Manager, Credit Suisse Asset Management Charles Towers, MD, RBC Capital Markets Additionally, Matt Stanczuk, MD and Head of Cash Trading, Carlyle Group, and Jeff Warren, MD, Leveraged Finance Syndicate, Goldman Sachs, replaced two directors who left the Board and each will serve two-year terms. Re-elected Co-Chairs of the Board for the 2023 term are: David Lerner, Shenkman Capital Vice Chair and Secretary Scott Baskind, Invesco Vice Chair and Treasurer: Alex Naboicheck, Bank of America Vice Chairs and members at large: Rachel Russell, Morgan Stanley Carly Wilson, Blackrock Tommy Wong, Oak Hill Advisors “The contributions of LSTA Board members play a vital role in fulfilling our mission of a fair, orderly, and efficient corporate loan market,” said Lee Shaiman, executive director of the LSTA. “Board members’ time and expertise are critically important to the evolution and growth of the market. Their service is greatly appreciated. And on behalf of myself and the senior staff at the LSTA I also want to thank our outgoing board members, whose service has been exemplary.” Departing Board members whose terms have ended are Judith Fishlow Minter, RBC; Jeff Bakalar, Voya; Andrew Sveen, Eaton Vance; John Popp, CSAM; and Alex Spiro, PNC. For more information about the LSTA Board of Directors, please visit https://www.lsta.org/about/board-of-directors/ . Contacts

David Lerner Investments

4 Investments

David Lerner has made 4 investments. Their latest investment was in Upverter as part of their Series A on March 3, 2014.

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David Lerner Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

3/20/2014

Series A

Upverter

$2.3M

Yes

5

1/16/2014

Series B

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$99M

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10

12/3/2012

Seed - II

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$99M

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10

3/15/2012

Seed VC

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$99M

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0

Date

3/20/2014

1/16/2014

12/3/2012

3/15/2012

Round

Series A

Series B

Seed - II

Seed VC

Company

Upverter

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Amount

$2.3M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

5

10

10

0

David Lerner Portfolio Exits

2 Portfolio Exits

David Lerner has 2 portfolio exits. Their latest portfolio exit was Upverter on August 28, 2017.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

8/28/2017

Acquired

$99M

3

11/19/2013

Acquired

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$99M

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10

Date

8/28/2017

11/19/2013

Exit

Acquired

Acquired

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

3

10

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