Fundraising Fox

William Geist

Investor

Managing Partner at Upper90

New York, New York, United States

Writes $5M – $10M checks

About

William Geist uses hybrid equity and non-dilutive financing for tech firms seeking efficient scaling, bringing a quantitative, risk-focused mindset from investment banking, M&A, public markets and CFA.

LinkedIn ↗

Invests in

E-commerceFintechLogistics & Supply ChainMarketplacesSaaS

Experience

  1. Upper90Managing Partnercurrent2018 — present
  2. Perella Weinberg PartnersAssociate2015 — 2017New York City Metropolitan Area
  3. Royal Capital ManagementAnalyst2014New York City Metropolitan Area
  4. Bank of America Merrill LynchAnalyst2010 — 2013New York City Metropolitan Area
  5. Westwicke Partners, LLCSummer Analyst2009Washington DC-Baltimore Area

Education

  1. Harvard UniversityBachelor’s Degree, Economics - Cum Laude2006 — 2010
  2. Columbia Business SchoolMaster of Business Administration (MBA), Finance2013 — 2015
  3. McDonogh School1998 — 2006

Skills & more

StrategyLeadershipInvestmentsStart-upsLacrosse1Financial ModelingMergers & Acquisitions1Private EquityValuationInvestment Banking1Capital MarketsCorporate Finance
+12 moreDue DiligenceResearchData AnalysisInsuranceFinanceEconomicsEquitiesFinancial AnalysisBusiness StrategyMicrosoft ExcelMicrosoft PowerPointBloomberg
  • Chartered Financial Analyst (CFA) charterholder — CFA Institute

From William's professional profile.

Same school

Also attended Harvard University1,171

Alfred LinPartner at Sequoia CapitalChris DixonFounder & Managing Partner of a16z crypto at Andreessen HorowitzSarah TavelVenture Partner at BenchmarkDanny RimerPartner at Index VenturesLaela SturdyManaging Partner at CapitalGRyan IsonoDeal Partner at Felicis Ventures

+ 1,165 more

Also attended Columbia Business School576

Aryo TehranianManaging Director at Mayfair Equity PartnersYibo NianInvestment Director at Intel CapitalKesha CashFounder & General Partner at Impact America FundMahati SridharPartner, Rise of the Rest at RevolutionGiuseppe IademarcoHead of Global Partnership at P101 VenturesWendy XiaoPartner at Northzone

+ 570 more

Also attended McDonogh School9

Dayton MillerManaging Partner at BFG PartnersMatt BrownInvestor at HeadlineMegan MixInvestment Analyst at Cross Creek AdvisorsBahram TavakoliAssociate at DCM VenturesPeter NantawisarakulInvestor at Nimble PartnersGraham DodgeVice President, Venture Development at Maryland TEDCO

+ 3 more

Shared employers

Also worked at Perella Weinberg Partners29

Julie MarechalExecutive Assistant at Hoxton VenturesCynthia LaiInvestor at IVP (Institutional Venture Partners)Micherice TaoInvestor at IVP (Institutional Venture Partners)Marta EstebanezPartner at TCVMaya MenonConsultant at SeedToBCaroline PhippsSenior Associate at True Beauty Ventures

+ 23 more

Also worked at Bank of America Merrill Lynch188

Daniel BartusPartner, Head of Research at Felicis VenturesCyriac ParisotInvestor at Index VenturesGeorgia StevensonInvestor at Index VenturesMatt CherianVenture Partner at Monta Vista CapitalAlexandra FarmerPrincipal at Intel Capital, North AmericaWilliam ReedInvestor at Spark Capital

+ 182 more

Also worked at Westwicke Partners, LLC1

Rosie PhillipsInvestor at Octopus Ventures

Colleagues at Upper90

Adam Wittenberg
Controller at Upper90
Alex Cepero
VP of Finance and Sr Controller at Upper90
Bebe Chueh
Investor at Upper90
Billy Libby
Managing Partner at Upper90
Brynne Rozzi
Investor Relations Analyst at Upper90
Christine Connelly
Chief of Staff at Upper90
Connor Hoisington
Associate at Upper90
Dallin Rosdahl
Managing Director at Upper90