Find your path to Shivam
394 people in our graph share verified history with Shivam — schools, employers, funds. One of them is your warm intro.
Adil BhatiaunlockedShivam: together at Morgan Stanley (2022)
×7Shivam: together at Morgan Stanley
Shivam: together at University of Pennsylvania
Shivam: together at NYU Stern School of Business
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
- Level EquityAssociatecurrent2026 — presentNew York, New York, United States
- Level EquitySenior Analyst2025New York, New York, United States
- EvercoreInvestment Banking Analyst2023 — 2025New York, New York, United States
- EvercoreInvestment Banking Summer Analyst2023New York, New York, United States
- Zenith Wealth PartnersInvestment Analyst2022 — 2023Philadelphia, Pennsylvania, United States
- NYU Stern Business Analytics ClubFounder-Quant Finance, President, Senior Advisor2021 — 2023
- NYU Stern Business Analytics ClubAnalyst, Project Manager, Vice President2020 — 2021
- I Squared CapitalPrivate Equity Summer Analyst2022Miami, Florida, United States
- Morgan StanleyAlternative Investments Analyst2022New York, New York, United States
- MediaScienceResearcher - Biometric Data Analysis2021New York, New York, United States
- Undisclosed Hedge FundResearch Analyst - Digital Assets2021New York, New York, United States
- 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
Also attended NYU Stern School of Business822
Luna SchmidInvestor at GV (Google Ventures)Kaz TeradaVenture Advisor at Monta Vista CapitalNeil FongManaging Director Asia at Burda Principal InvestmentsMax WechterSenior Director of AI at Lerer HippeauKrupa VankayalaPartner, People & HR at Sapphire VenturesDanny BrowneInvestor at FJ Labs
+ 816 more
Also attended Bridgewater-Raritan High School4
Also attended University of Pennsylvania1,419
Brian ActonCo-founder of WhatsApp; co-founder of Signal FoundationKunal BahlCo-founder of Snapdeal; co-founder of Titan CapitalDasha MaggioPartner at Felicis Ventures, writer on venture capital and founder psychologyNancy WangInvestor at Felicis VenturesLeah von SiemensPartner at Manta Ray VenturesEghosa OmoiguiFounder and Managing General Partner at EchoVC Partners
+ 1,413 more
Shared employers
Also worked at Level Equity48
Sarah SommerCo-Founder and Partner at Level EquityBarry OsherowPartner, Structured Capital at Level EquityCharles ChenPartner at Level EquityGautam GuptaPartner at Level EquityNick BerardoPartner at Level EquityChris BarrandPrincipal at Level Equity
+ 42 more
Also worked at Evercore160
Cosmo JiangGeneral Partner at Pantera CapitalEnzo WienerPrincipal at Redpoint VenturesAlejandro de RemediosInvestment Associate at Burda Principal InvestmentsConor DeveneyPrincipal at GreycroftJasmine YangVice President at Sapphire VenturesMichael HsuSenior Associate at Sapphire Ventures
+ 154 more
Also worked at Zenith Wealth Partners1
Also worked at I Squared Capital14
Grant AllenFounding GP, Schneider Electric Ventures at Giant Ventures Global LlpAnthony ProutyInvestor at Madison Dearborn PartnersDavid ZimmerManaging Director at coparionBaoying TongInvestment Associate at Blackbird FoundryJocelyn ChenAssistant Controller at Tailwind CapitalKunal AgarwalManaging Director at I Squared Capital
+ 8 more