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Triam  Z.

Triam Z.

Investment Banking & Private Markets Associate

Investment banker with 9 years of experience working in the technology space. Established a VC-funded startup before moving into finance. Advised 200+ companies from pre-revenue to $222mn. Expertise - Startup Fundraising: Financial Modeling, Pitch Decks, Waterfall Analysis and Round Modeling and Fundraising Strategy & Execution (Investor Outreach). . - M&A: Financial Modeling & Valuation Analysis, Investor Presentations, Strategic Advice, Due Diligence and Deal Execution. Experience - Supporting the arrangement of a $3mn CLA and execution of a distressed exit process - Helping draft and review term sheets and other contracts, managing external legal advisors to ensure running a smooth DD process - Preparing and presenting company updates for stakeholders, using financial models to forecast, make strategic decisions and communicate growth plans - Pitching and executing private placements and M&A for technology companies - Financial advisory, including building three-statement financial models, performing cohort analyses, valuation support presentations, drafting pitch decks, and composing investor lists - Preparing sector updates (M&A, fundraising and trading multiples) - Researching and presenting data from Capital IQ, PitchBook and Crunchbase - Building buy-side acquisition target lists for growth stage and PE-backed tech companies Key Offerings - Presentations: pitch deck, information memorandum (info memo), investor presentations, sector updates - Financial modeling and valuations: reviewing, auditing and formatting financial models, forecasting, comparable companies analysis (trading comps), precedent transactions (precedents), DCF, LBO - Startup fundraising: fundraising strategy, startup consulting, investor outreach, marketing funding round, cap table, round modeling and waterfall analysis - Mergers & Acquisitions (M&A): Strategic Advice, Due Diligence, Deal Execution, Virtual Data Room - Areas: Technology, SaaS, AI - Tools: PowerPoint, Excel, Capital IQ, PitchBook and Crunchbase If you are looking for a financial expert let’s connect and talk about your specific needs.

🇬🇧London, United Kingdom$85/hr100% JSSSince Apr 2021

Earnings and projects

MRR (estimate)
≈$0

An estimate from an earlier read

World#222,460 / 412k
🇬🇧Country#5,451 / 10.7k
Revenue, last 30 days
$0
Total earnings
$7.3k

Billed in all: $7.4k

World#222,460 / 412k
🇬🇧Country#5,451 / 10.7k
Per project
$7.3k
Projects, last 6 months
0
World#209,850 / 412k
🇬🇧Country#4,679 / 10.7k
Projects in all
1
100% fixed0% hourly
World#360,671 / 412k
🇬🇧Country#9,668 / 10.7k

Earnings, last 30 days

$7.4kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$7.2k$7.3k$7.4k$7.5kOct 8Oct 23Nov 7

No data since Nov 5, 2026.

Skills