Triton

Institutional-Grade Financial Data and Analysis as a Service

Triton is an intelligence platform

helping investors understand the companies that are inventing the future.

INVESTMENT CLIENTS

When evaluating principal investments, Triton’s institutional customers

leverage our structured products to:

· Compare companies across common dimensions

· Fill the vacuum of fundamental data on private companies

· Understand the working mechanics of innovative, developing companies

IPO DOSSIER

PEOPLE TRACKER

PATENT TRACKER

M&A CLIENTS

When searching, screening, and executing against M&A targets,
our corporate customers use our structured products to:

· Uncover the total addressable universe of relevant target companies

· Evaluate all companies, public and private, based on relevant and real KPIs

· Establish the best assets to target at the best price range

CRASH

DOSSIER

HELIX

COMPETITIVE INTELLIGENCE CLIENTS

When evaluating the operating mechanics of their key competitors,

corporate customers use our structured products to understand the

human and intellectual capital within their competitors’:

· Engineering and R&D teams

· Sales, marketing, and account management teams

· Executive suite (VP+)

· Geographic footprint

PEOPLE TRACKER

PATENT TRACKER

TRITON’S SENIOR TEAM

RETT WALLACE · Founder & CEO

Before founding Triton, Rett Wallace had almost 20 years of experience as an investor
and merchant banker at Allen & Company, Morgan Stanley, Lehman Brothers, and at his own firm.

He holds a BSFS from the Georgetown University School of Foreign Service.

 

KATE ANDRES · Partner

Before joining Triton, Kate Andres had 15 years of experience in Project and IT management
from Hampton Management, IBM, and Lippincott, Williams & Wilkins.

She holds a BA in English Literature from Fairfield University.



SAM ROUNDS · Data Engineering

Sam Rounds was created in a laboratory to do private company research. In his spare time Sam

breeds Yorkshire terriers and collects antique New England whaling memorabilia.

He holds a BA in the social consequences of new media technology from New York University.



PETER LEE · Data Engineering

Before joining Triton, Peter Lee had over 10 years of experience in equity research, investment management,

and investment banking at Allen & Company, Merrill Lynch, and Plough Penny Partners.

He holds a BA from Columbia University and is a CFA Charterholder.

 

INVESTORS & ADVISORS

Cody Smith
Former Partner & Managing Director
at Goldman Sachs

Jackie Reses
Lead, Square Capital

John Kenney
Founder, JMK Consumer Growth Partners

Jonathan Bush
Co-founder & CEO, AthenaHealth

Jonathan Glick
Former director of research,
Gerson Lehrman Group

Randy Winn
Co-founder & former CEO, CapitalIQ

Thomas Lehrman
Co-founder & former CEO, Gerson Lehrman Group

Andrew Cummins
Explorador Capital Management

Ben Schott
bestselling author, designer,

& information architect

Troy Foster
Partner, Perkins Coie

Edwin Goodman

Co-founder, Milestone Venture Partners

ANAND AITHAL

Former co-founder, Amba Research &
Managing Director, Goldman Sachs

MIKE DZIK · President

Prior to joining Triton, Michael J. Dzik was a part of the executive management team at Percolate, a Sequoia

and LightSpeed backed start up in New York City. Prior to Percolate, Dzik spent nine and a half years at

Gerson Lerhman Group where, for the last four years, he ran the TMT Americas desk as an SVP.

He holds a BA from the University of Pennsylvania.

  

BRAD LYON · Data Visualization

Prior to joining Triton, Brad Lyon worked in modeling, software development and data visualization

at Oak Ridge National Laboratory, the University of Tennessee, B&W Y-12, and Consolidated Nuclear Security.

He holds a Ph.D. in mathematics from Vanderbilt University.

 

Our analysis is frequently sought by media outlets looking for insight into companies and markets.

TRITON RESEARCH LLC

information @ triton.ai

270 Lafayette Street, New York City 10012, U.S.A.

 212.804.6151

 212.804.6152

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