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
- HelenaPrincipalcurrent2026 — presentNew York, United States
- HelenaVice Presidentcurrent2023 — presentNew York, NY
- HelenaSenior Investor2022 — 2023New York, NY
- HelenaInvestor2022New York, New York, United States
- FTV CapitalAssociate, FTV Capital (Financial Services / Payments)2020 — 2022San Francisco, CA
- Bank of AmericaAnalyst, Mergers & Acquisitions2017 — 2020
- Bank of AmericaSummer Analyst2017New York City Metropolitan Area
- Colgate UniversityMicroeconomics Tutor2016 — 2018
- Jackson Hole Mountain ResortWaiter2016Grand Teton National Park
Skills & more
Customer ServiceResearchProject ManagementManagementPublic SpeakingLeadershipMicrosoft OfficeMicrosoft ExcelMicrosoft WordPowerPoint
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 Colgate University (Bachelor of Arts (B.A.), Mathematical Economics Major); Harvard Business School Online (Sustainability Management).
Same school
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Also attended Harvard Business School Online209
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Shared employers
Also worked at Helena10
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Also worked at FTV Capital31
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Also worked at Bank of America392
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Also worked at Colgate University7
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