Zachary Friedman

“Investor/sourcer from Morgan Stanley Expansion Capital focused on vertical SaaS, with a structured system for high-volume founder outreach (30–50/week) and thesis-driven messaging. Has originated cold outbound conversations (e.g., Elevate, Rockbot) and owned end-to-end diligence work including SaaS metric analysis, operating model building, and internal decision memos/partner updates.”

“Finance and private markets professional with experience at Wells Fargo and US Bank who has built a founder-adjacent sourcing skill set through deal origination, CFO outreach, and co-investment evaluation. Stands out for translating cold outreach into financing conversations and for using a structured investment lens across capital structure, unit economics, and market opportunity.”

“Early hire at FullCycle who owned high-trust fund operations initiatives spanning tax (K-1) process redesign, investor communications, and executive support. Known for building scalable systems (including an executive communication framework adopted as a team best practice) and for driving complex logistics like getting a team to Davos while keeping core fund operations running.”