Mark Levy

Examiner
DISC Type : cs

Managing Director at Oval Ventures, LLC.

New York, New York, United States

Overview

Mark Levy is a Managing Director at Oval Ventures, specializing in private credit for lower and middle-market companies. He leverages his background in structured finance and an M. S. in Real Estate Finance from New York University to structure debt facilities for growth, acquisitions, and recapitalizations.

He previously underwrote and analyzed complex commercial mortgage-backed securities (CMBS) during his tenure at Moodys.

Personality Overview

Overcautious

Unexpressive

Status Quo Seeker

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

Private Credit
His current role is centered on originating, structuring, and placing private credit facilities for lower and middle-market businesses.
Real Estate Finance
He holds a Master's degree in Real Estate Finance from NYU and has professional experience analyzing commercial real estate-backed securities.
Venture Debt
His focus at Oval Ventures includes providing venture debt and acquisition financing to support growing companies.

Media Appearances

Mark has no verified media appearances

Work History

11-2025
Managing Director at Oval Ventures, LLC.
2-2025 - 11-2025
Associate - Structured Finance & CRE at Moody's
4-2022 - 7-2023
Senior Associate at Third Bridge Group Limited
5-2021 - 4-2022
Project Manager at Third Bridge Group Limited
1-2021 - 4-2021
Associate at Third Bridge Group Limited

Education

9-2023 - 12-2024
Master's degree from NYU Schack Institute of Real Estate
2020 - 2020
Data Analytics Certificate from General Assembly

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Mid-senior Designation : Managing Director at Oval Ventures, LLC.
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Mark

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Mark take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Mark

Personality Compatibility


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