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.
Earnings and projects
An estimate from an earlier read
Billed in all: $7,389$7.4k
Earnings, last 30 days
No data since Nov 5, 2026.