Jonathan Lu

Jonathan Lu Email and Phone Number

Managing Partner @ Transformation Equity Partners
California, United States
Jonathan Lu's Location
San Francisco Bay Area, United States, United States
Jonathan Lu's Contact Details

Jonathan Lu personal email

n/a
About Jonathan Lu

Jonathan is an expert generalist whose 18 year operating career spans consulting, corporate management, and entrepreneurship across diverse sectors including consumer marketplaces, solar energy, and enterprise SaaS. He is passionate about product management, design thinking, and forecasting, which he loves mentoring in and teaching to new founders.Jonathan began his career at P&G where he held senior management roles in product management, technology development, supply chain, and manufacturing, and lived in the US, Venezuela, and China. He co-founded a consumer technology company, has consulted for early stage companies in product design, brand strategy, and financial modeling, and held executive roles in a variety of startups across markets including neurological health, fintech, and e-commerce.Jonathan ventured to the investor side to amend for sins/mistakes of his own founder past. As a control investor, he targets special situations of mid-tech stage companies that no longer fit the venture capital investment model, and are in need of operational transformation.Jonathan is a proud father to three daughters and a rat terrier/lab mix, and speaks English, Chinese, and Spanish. He has authored 8 patents and visited 66 countries. Jonathan is a graduate from Stanford University’s Graduate School of Business, and received a B.S. in Chemical Engineering from Cornell University.

Jonathan Lu's Current Company Details
Transformation Equity Partners

Transformation Equity Partners

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Managing Partner
California, United States
Jonathan Lu Work Experience Details
  • Transformation Equity Partners
    Managing Partner
    Transformation Equity Partners
    California, United States
  • Vcenna
    Co-Founder
    Vcenna Jun 2021 - Present
    Vancouver, Bc, Ca
  • Nyquistdata Inc.
    Board Of Directors
    Nyquistdata Inc. May 2020 - Present
    Palo Alto, California, Us
  • Transformation Equity Partners
    Managing Partner
    Transformation Equity Partners Feb 2020 - Present
    Palo Alto, Us
    We transform orphaned ventures into mature businesses with positive cashflow.
  • Prime Roots
    Chief Business Officer
    Prime Roots Jan 2023 - Sep 2024
    Berkeley, Ca, Us
  • Climateai
    Fractional Cfo / Advisor
    Climateai Aug 2022 - Jul 2024
    San Francisco, California, Us
  • Swrve
    Board Of Directors
    Swrve Oct 2020 - Dec 2022
    Atlanta, Georgia, Us
  • Wheelhouse Partners
    Principal And Co-Founder
    Wheelhouse Partners Aug 2017 - Jan 2020
    Menlo Park, Ca, Us
    Wheelhouse Partners is a leading micro-private equity firm run by partners with over 60 years of operating and Venture Capital experience in Silicon Valley. Unlike traditional mid-market private equity firms that rely on financial engineering, Wheelhouse Partners leverages proprietary digital marketing, SaaS sales, and data science methodologies to drive cash flow from under-performing technology companies deserted by traditional venture return model. By engaging in special situations, restructurings, and buyouts, Wheelhouse’s approach consistently achieves venture-like returns with the risk of traditional private equity.
  • Singularity University
    Business Mentor
    Singularity University Jul 2017 - Jan 2020
    Mountain View , California , Us
  • Naturebox
    Coo
    Naturebox May 2018 - Dec 2019
    Redwood City, Ca, Us
  • Reso.Io
    Coo
    Reso.Io Nov 2017 - Dec 2018
  • Bering Advisors
    Founder & Principal
    Bering Advisors Jan 2016 - Dec 2017
    Advisory in market research, brand strategy, product design, engineering, and management strategy, for startups in the consumer products and chemicals industries.
  • Sirrus
    Management Consultant
    Sirrus Jan 2016 - Jul 2016
    Loveland, Oh, Us
  • Genray Group Ltd.
    Business Unit Head
    Genray Group Ltd. Jun 2015 - Jul 2016
    Co-founding partner and Category Leader for a China-based startup in the FMCG and consumer technology category. Developed market strategy, business model, product portfolio, and commercial execution plans for launching a new brand to win premium share leadership in a $2B regional consumer market growing +20%/yr. Created 5-year portfolio strategy.
  • Procter & Gamble
    Senior Manager - Global R&D/Product Supply
    Procter & Gamble Jun 2013 - Jun 2015
    Cincinnati, Ohio, Us
    Section Head, responsible for innovation portfolio and supply sourcing strategy for a $360M global raw material spendpool category.• Led a team of 9 global R&D & 7 regional supply sourcing managers located across 4 geographies.• Responsible for tier differentiation strategy in closure systems, that led to capturing share leadership in the US for the first time in 20yrs.• Created global sourcing strategy to balance topline growth with bottom line margin improvement. Developed risk management plan for business continuity protection.
  • Procter & Gamble
    Senior Manager: Asia Product Supply
    Procter & Gamble May 2012 - Jun 2013
    Cincinnati, Ohio, Us
    Section Head, responsible for building a new organization to manage supply sourcing strategy for a $450M regional raw material spendpool.• Mentored a new team of 21 supply managers across China and Japan responsible for regional development & sourcing.• Led strategic planning and system optimization by training the organization to leverage financial engineering, Monte Carlo simulation cost modeling, Experimental Design, and regression analysis.• Guided Asia-Pacific quality auditing program, training the team in Six Sigma and ISO 9001 Quality Management Systems.
  • Procter & Gamble
    Senior Manager: Global R&D
    Procter & Gamble May 2010 - May 2012
    Cincinnati, Ohio, Us
    Section Head, responsible for 5-10yr upstream technology innovation portfolio• Led a team of 12 scientists (4 PhD’s) in the US and Germany responsible for long-term technology glidepath.• Managed program of stage-gate innovation from scope discovery to scale-up commercialization.• Led the technology sector for an integrated Baby Care brand restage program to grow penetration in Asia while taking pricing.
  • Procter & Gamble
    Manager: Global R&D/Product Supply
    Procter & Gamble Nov 2007 - May 2010
    Cincinnati, Ohio, Us
    Group Leader of Upstream Nonwovens Product Development and Pull-on Pant Diaper Product Manager• Invented a novel nonwoven technology to provide benchmark commercial and technical performance for the Baby Care business. Filed 5 global utility patents.• Developed IP strategy and leveraged Finite Element Analysis modeling to virtually explore claimable white space.• Co-led Baby Care’s supply chain sustainability program, which pioneered the company's use of cradle-gate life cycle analysis.
  • Procter & Gamble
    Senior Engineer: Latin America Product Supply
    Procter & Gamble Jun 2006 - Nov 2007
    Cincinnati, Ohio, Us
    Group Leader of expansion in Global Low Income markets• Led platform standardization across growth markets in Latin America, China, Southeast Asia, India, and Middle-East Africa that enabled white space expansion.• Directed 10 regional supply managers located across 8 global plants to execute qualification/validation plan.• Built cross-regional sourcing strategy to balance inventory management & delivery leadtime vs. freight & import duties.
  • Procter & Gamble
    Senior Engineer: Global R&D Product Management
    Procter & Gamble Jul 2002 - Jun 2006
    Cincinnati, Ohio, Us
    Point of Market Entry Product Manager and Development Leader for global diaper film and nonwoven materials• Developed and commercialized a new technology for global top-tier markets in the US, Europe, and Northeast Asia that increased category share.• Invented a new product formulation specifically customized for low cost production in China/India to increase penetration through conversion of cloth-diaper users to disposable.• Led Reliability Engineering intervention program to improve product quality at design across the global supply base.
  • Cornell University
    Guest Lecturer
    Cornell University Jan 2011 - Dec 2014
    Ithaca, Ny, Us
    Invited Lecturer for Chemical Product Design (Department of Chemical Engineering) and Managing Operations (Johnson School of Business).Topics: Experimental Design & Optimization, Financial Engineering & Analysis.
  • Dow Corning Company
    Manufacturing Engineer
    Dow Corning Company Aug 2000 - Aug 2001
    Midland, Michigan, Us
    • Manufacturing Engineer: Central Plant Engineering: Directed multi-phase hardware replacement of a silica reactor to rectify overheating and obstruction inefficiencies, resolving $500M/yr in downtime losses. Devised and implemented instrumentation and re-piping schematics for upgrades, increasing throughput capability by 20% in accordance with six-sigma requirements.• Manufacturing Engineer: Hemlock Semiconductor Corporation Division: Designed a series of experiments to analyze methods of reducing reactor corrosion, driving strategic recommendations to upper management concerning resource allotment in order to save $2-3MM/year in maintenance and repair fees and improve purity of salable poly-silicate.
  • Exxon-Mobil Chemical
    Polymer Rheology Engineer, Exploratory Product Development
    Exxon-Mobil Chemical May 1999 - Aug 1999
    • Developed a novel strategy based upon polymer theory and experimentation to reduce the onset and severity of melt disturbance in high-density commercial-scale polymer extrusion, potentially saving $5MM/yr in product scrap.• Constructed a series of computational models that utilize discriminant statistical analysis to predict the severity of melt disturbance; CAE models are now utilized daily to ensure production quality of pilot line operations.

Jonathan Lu Skills

Product Development R&d Cross Functional Team Leadership Strategy Product Innovation Project Management Polymers Materials Process Engineering Supply Chain Chemistry Materials Science Quality System Global Business Development Nonwovens Root Cause Analysis Process Optimization Supply Chain Management Plastic Extrusion Quality Management Quality Control Data Modeling Mathematical Modeling Capability Development Personnel Management Career Development Supplier Negotiation Design Thinking Strategic Planning Screen Printing Thermoplastic Elastomers Experimental Design Intellectual Property Risk Management Sustainable Development Competency Based Interviewing

Jonathan Lu Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Sloan Fellow In The Stanford Msx Program
  • Cornell University
    Cornell University
    Chemical & Biomolecular Engineering

Frequently Asked Questions about Jonathan Lu

What company does Jonathan Lu work for?

Jonathan Lu works for Transformation Equity Partners

What is Jonathan Lu's role at the current company?

Jonathan Lu's current role is Managing Partner.

What is Jonathan Lu's email address?

Jonathan Lu's email address is lu.j.3@pg.com

What schools did Jonathan Lu attend?

Jonathan Lu attended Stanford University Graduate School Of Business, Cornell University.

What are some of Jonathan Lu's interests?

Jonathan Lu has interest in Fitness And Nutrition, Ivy League Alumni Association, Organization Building, Rock Climbing, Snowboarding, Technical Trainer, Literature, Rock Climbing Access Fund, Career Coach/mentor, History.

What skills is Jonathan Lu known for?

Jonathan Lu has skills like Product Development, R&d, Cross Functional Team Leadership, Strategy, Product Innovation, Project Management, Polymers, Materials, Process Engineering, Supply Chain, Chemistry, Materials Science.

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