Aron Dantzig

Managing Partner

Capital IP

Aron Dantzig serves as Capital IP’s (“CapIP”) Chief Investment Officer and Co-Founder, focusing on origination, underwriting, and portfolio management on structured credit investments focused within the technology industry. Aron has 20 years of experience structuring opportunistic credit investments in mid-to-late-stage growth companies. Aron began developing Capital IP’s illiquid credit-focused strategy in 2004 when he joined Fortress Investment Group, where he became Managing Director and Co-Head of the Drawbridge special situations healthcare investment group. His experience spans across multiple market cycles, with full legal attribution on ~$1.1B of committed capital that achieved an estimated 17% gross unlevered IRR, which includes results achieved during his time at Fortress Investment Group during the GFC (Global Financial Crisis). Previous to CapIP, Aron built two prior investment teams to pursue opportunistic credit-related strategies. After leaving Fortress, Aron co-founded New Health Capital Partners (“NHCP”) in 2011 to pursue healthcare special-situations investments. Aron’s previous work experience includes being credit trained at GE Capital and subsequently worked in the Leveraged Finance group for Lehman Brothers (where he focused on senior, mezzanine, and distressed debt both from an agency and prop desk perspective).

4:30 PM - 4:50 PM

Wednesday March 6, 2024

Valuation and the Delicate Balance Between Growth and Profitability

  • Changes in valuation metrics may impact traditional venture debt vs growth debt
  • Financial forecasts and cost structures in venture-backed emerging companies
  • The increasing importance of the “Rule of 40”