Jonathan Adlerman, CFA

Jonathan Adlerman, CFA, is a Senior Manager of Technical Valuations for Carta Valuations LLC. His valuation experience is industry agnostic and spans the enterprise lifecycle from pre-revenue/prototype startups to multinational profitable businesses. Jonathan has performed valuations of common and preferred equity; convertible and non-convertible debt; time and performance-based options and warrants; and contingent liabilities and assets. He has experience in intangible asset valuation and has performed transaction advisory services in various capacities. Tax and financial reporting engagement competencies include: IRC § 409A, IRC § 311, IRC § 280(G), ASC 820, ASC 805, ASC 815 and ASC 718. Jonathan graduated cum laude with a B.S. in Finance from Rutgers Business School and is an active Chartered Financial Analyst (CFA) in good standing.