Fundraising Fox
/People
Sign in

Shivam Patel

Investor

Associate, Structured Capital at Level Equity

New York, New York, United States

Find your path to Shivam

76 people in our graph can introduce you to Shivam.

Each arrow is one introduction. Sign up to fill in the first one.

Ask Ben Levin to introduce you to Shivam

You →Ben · together at Level Equity →Shivam

Ask Jamie Chen to introduce you to Shivam

You →Jamie · 11 people · together at Level Equity →Shivam

Sign up to find every way you can get introduced to Shivam

  • Your email: the people you already email who know Shivam
  • 2nd- and 3rd-degree connections: people you know who worked, studied or invested with Shivam
  • Your LinkedIn: the connections who can make the intro for you

We rank every route by how warm it is, so you raise on warm intros instead of cold emails.

Sign up with GoogleAlready have an account? Log in

About

Shivam Patel is an Associate on Level Equity's structured capital team, which he joined in 2025, where he evaluates subordinated debt and non-control equity solutions for growth-oriented software and technology businesses. He previously worked as an Analyst at Evercore, advising on primary capital fundraises for institutional sponsors across technology, services, healthcare, and consumer sectors. He holds a bachelor's degree in Finance and Econometrics from New York University's Stern School of Business, with minors in Computer Science and Mathematics.

Contact· self-published, not guessed

Invests in

Enterprise SoftwareSaaS

Experience

  1. Level EquityAssociatecurrent2026 — presentNew York, New York, United States
  2. Level EquitySenior Analyst2025New York, New York, United States
  3. EvercoreInvestment Banking Analyst2023 — 2025New York, New York, United States
  4. EvercoreInvestment Banking Summer Analyst2023New York, New York, United States
  5. Zenith Wealth PartnersInvestment Analyst2022 — 2023Philadelphia, Pennsylvania, United States
  6. NYU Stern Business Analytics ClubFounder-Quant Finance, President, Senior Advisor2021 — 2023
  7. NYU Stern Business Analytics ClubAnalyst, Project Manager, Vice President2020 — 2021
  8. I Squared CapitalPrivate Equity Summer Analyst2022Miami, Florida, United States
  9. Morgan StanleyAlternative Investments Analyst2022New York, New York, United States
  10. MediaScienceResearcher - Biometric Data Analysis2021New York, New York, United States
  11. Undisclosed Hedge FundResearch Analyst - Digital Assets2021New York, New York, United States
  12. NYU Stern School of BusinessResearcher - AI Social Conversational Agents2021New York, New York, United States

Skills & more

Financial Modeling5Machine Learning5Python (Programming Language)1

Languages English · Gujarati · Spanish

  • Series 79 — FINRA
  • Series 63 — FINRA
  • Securities Industry Essentials (SIE) — FINRA
  • Bloomberg Market Concepts — Bloomberg
  • Seal of Biliteracy - Spanish Language — State of New Jersey

From Shivam's professional profile.

Colleagues at Level Equity

Aimee-Marie Holland
Executive Assistant at Level Equity
Amanda Mertes
Operating Expert, Operations and M&A at Level Equity
Amy Kramer
Head of NLO Go To Market at Level Equity
Arthur Tingas
Principal at Level Equity
Barry Osherow
Partner, Structured Capital at Level Equity
Basmat Al-Sabbah Fareed
Associate at Sawari Ventures
Ben Levin
Co-Founder and CEO at Level Equity
Ben Magleby
General Counsel and Chief Compliance Officer at Level Equity

Frequently asked questions

Who is Shivam Patel?
Shivam Patel is an Associate on Level Equity's structured capital team, which he joined in 2025, where he evaluates subordinated debt and non-control equity solutions for growth-oriented software and technology businesses. He previously worked as an Analyst at Evercore, advising on primary capital fundraises for institutional sponsors across technology, services, healthcare, and consumer sectors. He holds a bachelor's degree in Finance and Econometrics from New York University's Stern School of Business, with minors in Computer Science and Mathematics.
Where does Shivam Patel work?
Shivam Patel is Associate, Structured Capital at Level Equity.
What does Shivam Patel invest in?
Shivam Patel invests in Enterprise Software, SaaS.
Where did Shivam Patel go to school?
Shivam Patel studied at NYU Stern School of Business (Bachelor of Science - BS, Business/Commerce); Bridgewater-Raritan High School; University of Pennsylvania.

Same school

Shared employers

Also worked at Zenith Wealth Partners1

Jason RayCo-Founder at Phirst Market Ventures