William Geist
InvestorManaging 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.
Contact· self-published, not guessed
Invests in
E-commerceFintechLogistics & Supply ChainMarketplacesSaaS
Experience
- Upper90Managing Partnercurrent2018 — present
- Perella Weinberg PartnersAssociate2015 — 2017New York City Metropolitan Area
- Royal Capital ManagementAnalyst2014New York City Metropolitan Area
- Bank of America Merrill LynchAnalyst2010 — 2013New York City Metropolitan Area
- Westwicke Partners, LLCSummer Analyst2009Washington DC-Baltimore Area
Skills & more
StrategyLeadershipInvestmentsStart-upsLacrosse1Financial ModelingMergers & Acquisitions1Private EquityValuationInvestment Banking1Capital MarketsCorporate Finance
+12 more
Due DiligenceResearchData AnalysisInsuranceFinanceEconomicsEquitiesFinancial AnalysisBusiness StrategyMicrosoft ExcelMicrosoft PowerPointBloomberg- Chartered Financial Analyst (CFA) charterholder — CFA Institute
From William's professional profile.
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
Frequently asked questions
- Who is William Geist?
- 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.
- Where does William Geist work?
- William Geist is Managing Partner at Upper90.
- What does William Geist invest in?
- William Geist invests in E-commerce, Fintech, Logistics & Supply Chain, Marketplaces, SaaS.
- What check size does William Geist write?
- William Geist typically writes checks of $5M – $10M.
- Where did William Geist go to school?
- William Geist studied at Harvard University (Bachelor’s Degree, Economics - Cum Laude); Columbia Business School (Master of Business Administration (MBA), Finance); McDonogh School.
Same school
Also attended Harvard University1,872
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 CapitalGBill GatesCo-founder of Microsoft; Chair of the Gates Foundation
+ 1,866 more
Also attended Columbia Business School865
Steve JobsCo-founder of Apple, NeXT and PixarRyan PetersenFounder & CEO of FlexportAryo TehranianManaging Director at Mayfair Equity PartnersYibo NianInvestment Director at Intel CapitalKesha CashFounder & General Partner at Impact America FundMahati SridharPartner, Rise of the Rest at Revolution
+ 859 more
Shared employers
Also worked at Perella Weinberg Partners57
Julie MarechalExecutive Assistant at Hoxton VenturesCynthia LaiInvestor at IVP (Institutional Venture Partners)Micherice TaoInvestor at IVP (Institutional Venture Partners)Alex RainesSenior Associate at JMI EquityWayne SilvermanIT Director at JMI EquityMarta Suarez EstebanezPartner at TCV
+ 51 more
Also worked at Royal Capital Management1
Also worked at Bank of America Merrill Lynch344
Cyriac ParisotInvestor at Index VenturesGeorgia StevensonInvestor at Index VenturesMatt CherianVenture Partner at Monta Vista CapitalAlexandra FarmerPrincipal at Intel Capital, North AmericaKatrin GeyskensExecutive Director at Capricorn Venture PartnersWill ReedInvestor at Spark Capital
+ 338 more