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Dylan Swimmer

Entry-level Investment Banking Analyst specializing in technology and cybersecurity software

William BlairLoyola Marymount UniversityLos Angeles, CA1 Years ExperienceEntry LevelWorks On-Site

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About

Venture/accelerator-style investor operator with hands-on experience sourcing founders via LinkedIn and events, running screening calls, and moving qualified startups into diligence. Uses AI and startup databases (Claude, Perplexity, Product Hunt, Crunchbase) alongside Salesforce/HubSpot to manage a fast-moving pipeline, targeting 100–200 outbounds per week and converting into regular founder conversations.

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Key Strengths

  • High-volume outbound sourcing (100–200 outbounds/week)
  • Consistent conversion to founder conversations (target 5–10 first-round convos/week; success defined as ~10 founder calls/week)
  • Combines in-person event networking with data/AI-driven sourcing
  • Structured founder discovery framework (background, team structure, traction/learned failures, needs/raise)
  • Disciplined pipeline qualification and prioritization (pass vs nurture vs immediate action buckets)
  • Strong relationship-building through genuine product conviction and personal rapport
  • Operational rigor using CRMs (Salesforce/HubSpot) for tracking, follow-ups, and partner updates

Reference Highlights

Moderately Recommended
  • strong proactive sourcing ability
  • expansive founder network
  • edge in sourcing proprietary deal flow
  • early access to deals and information rights
  • proactive relationship building
  • consistent relationship maintenance
  • helpful network connections
  • strong at identifying early-stage markets
  • quantitative approach in screening conversations
  • consistent follow-ups
  • reliable during live deals

Dylan's references speak for themselves. Let us connect you.

Experience

Investment Banking AnalystWilliam Blair · Jul 2025 – Present
Investment Banking Summer AnalystSoftware Capital Advisors · Jun 2024 – Sep 2024internship
Investment Banking Spring AnalystMontminy & Co. · Apr 2024 – Jun 2024internship
Venture Capital AnalystExpert Dojo · Oct 2023 – Apr 2024internship

Education

Loyola Marymount Universitybachelor, Finance (2025)

Awards

  • Dean’s List (all semesters) - Loyola Marymount University

Skills

Financial ModelingMicrosoft ExcelMicrosoft PowerPointSalesforceHubSpotstakeholder communicationInvestment BankingMergers & Acquisitions (M&A)Capital RaisingSell-Side AdvisoryBuy-Side AdvisoryDue DiligenceIndustry ResearchValuationLeveraged Buyout (LBO) Analysis

Languages

English

Certifications

FINRA Series 79FINRA Series 63Securities Industry Essentials (SIE)

Memberships

  • Honors Society
  • LMU Finance Society
  • Lion Investing Society
  • Hillel

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Connect with Dylan

Dylan already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Dylan SwimmerEntry-level Investment Banking Analyst specializing in technology and cybersecurity software