Thomas Lawrence Perry Matta

Current Employers

Employment History

• 03/2025 → Present
  Forecastr
  Kailua, HI
• 11/2023 → 10/2024
  Nomikai
  Kailua, HI
• 01/2021 → 04/2022
  Parsiq
  Oakland, CA
• 07/2019 → 04/2020
  Mapistry
  Oakland, CA
• 10/2014 → 11/2018
  Carta
  San Francisco, CA
• 12/2018 → 06/2019
  Unemployed
  Oakland, CA
• 05/2020 → 12/2020
  Unemployed
  Oakland, CA
• 11/2024 → 02/2025
  Unemployed
  Kailua, HI
• 05/2022 → 10/2023
  Unemployed
  Kailua, HI

Other Businesses

Name of the other business: Forecastr Investment-related: No Address of the other business: 841 East Washington Street, Louisville, Kentucky 40206 Nature of the other business: Financial modeling and forecasting software platform for startups and founders Your position, title, or relationship with the other business: Partnerships Manager Start date of your relationship: March 2025 Approximate number of hours/month you devote to the other business: 160 hours per month Number of hours you devote to the other business during securities trading hours: Approximately 120 hours per month Briefly describe your duties relating to the other business: Partnership development and management for a financial modeling software platform. Responsibilities include establishing and maintaining strategic partnerships, client relationship management, business development activities, and supporting founders in utilizing financial forecasting tools. Work involves partnership strategy, client onboarding support, and collaborative initiatives to expand the platform's reach. Activities are entirely focused on software platform partnerships and business development and do not involve financial services, investment advice, securities transactions, or investment-related activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-14