Levi Schwartz

Finance Manager, HubSpot - strategy · due diligence · valuation

HubSpot

Austin, TX · CT (UTC-6)

10+ years experience

Carnegie Mellon University

English, French

Co-founder Advising

Messaging unavailable

Overview

10 years in finance, the last 4 at HubSpot, where I lead the corporate development team. Closed the books in 5 days, down from 10. Saved $8 million a year renegotiating vendor contracts.

Good reasons to reach out

People who want to build this with me
Advice on corporate development
Thoughtful intros to people in my field
Questions about corporate development
Working sessions on fundraising

Please don't message about

Crypto token projects
Unpaid work or spec projects

Replies between meetings, usually same day

Skills

strategydue diligencefundraisingdeal executionvaluation

Co-founderLooking for a co-founder

closes in 3 months

Looking for a technical co-founder for clinical documentation for real-estate developers

The idea: Clinical documentation for real-estate developers
Stage: Customer interviews
I bring: 9 years in corporate development
Looking for: Product-minded engineer
Commitment: Part-time to start
Location: Austin or remote

I bring 10 years of corporate development (currently HubSpot). Ideally you've sold to enterprises. Pre-product, some customer interviews done.

Austin, TX · remote OKdue diligencefundraisingvaluation

Open

AdvisingOpen to advising

closes in 3 months

Office hours for founders preparing a seed round: corporate development and fundraising

Topics: corporate development, deal execution, fundraising
Format: Office hours
Terms: Open to discuss
Capacity: One advisory role at a time
Best for: Seed to Series A teams

10 years of corporate development. Small equity or paid hours - flexible.

Austin, TXdue diligencevaluationfundraising

Open

Experience

Finance Manager
Jan 2023 - Present
HubSpot · 3 yr 9 mo · Full-time · Austin, TX
- Saved $6 million a year renegotiating vendor contracts.
- Ran diligence on 6 acquisitions.
- Closed the books in 5 days, down from 11.
Senior Financial Analyst
Nov 2021 - Jan 2023
BlackRock · 1 yr 2 mo · Full-time · Austin, TX
- Saved $2 million a year renegotiating vendor contracts.
Financial Analyst
Aug 2018 - Nov 2021
HP · 3 yr 3 mo · Full-time · Austin, TX
- Ran diligence on 11 acquisitions.
Financial Analyst
Oct 2016 - Aug 2018
Netflix · 1 yr 10 mo · Full-time · Austin, TX
- Built the operating model the board used for a $66 million raise.

References

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Education

Carnegie Mellon University
BS, Finance
2012 - 2016

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