Ojas Srivastava
Finance analyst
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About
Built an investor-ready operating and financial model for a deep-tech marine engineering startup, structuring assumptions across 6 core drivers: pricing, market size, revenue, margins, capital expenditure and cash flows. Prepared an investor pitch deck integrating technical, commercial and financial strategy, subsequently presented to a member of the Economic Advisory Council to the Prime Minister and an Indian Navy delegation. Executed an end-to-end 11-deliverable investor-readiness mandate for an AI-enabled waste-intelligence startup, including an investment teaser, pitch deck, confidential information memorandum (CIM), three-statement financial model, valuation, unit economics, burn rate and runway analysis, regulatory review, strategic frameworks, investor interview preparation and VC database.
Experience
Investment Banking Analyst at Scoutline Capital (2025-11 – Present)
- Built an investor-ready operating and financial model for a deep-tech marine engineering startup, structuring assumptions across 6 core drivers: pricing, market size, revenue, margins, capital expenditure and cash flows.
- Prepared an investor pitch deck integrating technical, commercial and financial strategy, subsequently presented to a member of the Economic Advisory Council to the Prime Minister and an Indian Navy delegation.
- Executed an end-to-end 11-deliverable investor-readiness mandate for an AI-enabled waste-intelligence startup, including an investment teaser, pitch deck, confidential information memorandum (CIM), three-statement financial model, valuation, unit economics, burn rate and runway analysis, regulatory review, strategic frameworks, investor interview preparation and VC database.
Associate at UpForge Consulting (2025-12 – Present)
- Authored a strategic case study on a Big Four–frontier AI alliance, assessing a $39.8B services platform deployed across 276,000+ professionals and identifying 12 diligence gaps spanning architecture, competition and execution risk.
- Developed the go-to-market strategy for an edtech startup led by a former FMCG CFO, contributing to 200+ student onboardings.
- Built and launched an end-to-end business education website for a digital creator with 106K+ YouTube subscribers, managing requirements, information architecture, content structure and deployment.
- Designed a customer research and re-engagement initiative targeting 160+ former users of an AI-powered consumer finance platform to identify churn drivers, product gaps and improvement opportunities.
Strategy Intern at The Solutionists (2026-01 – 2026-02)
- Conducted an end-to-end study of the Indian casting sector, building a database of 35+ listed and private companies and benchmarking 7 listed players across growth, profitability, return ratios, ownership and valuation multiples.
- Supported fundraising for green-fuel and space-tech companies by developing a 10-slide investment teaser, converting a 52-slide information memorandum into a 32-slide investor deck, and conducting market and competitor research.
Co-Founder & Head of Operations at AFM Advantage (2026-02 – 2026-05)
- Led operations and product development for an ACCA Advanced Financial Management education platform serving learners across 15+ countries, developing exam-practice tools, study dashboards, AI-enabled resources and content systems.
Content Writer at The AI Decode (2026-05 – Present)
- Researched and authored 45+ published articles covering AI funding, semiconductor markets, enterprise adoption, model launches and regulatory risks, translating complex technology and market developments into concise, data-led analysis for a general audience.
Education
Bachelor of Business Administration in Digital Business and Entrepreneurship – Indian Institute Of Management Bangalore (2025 – 2028)
CBSE Class XII in Science (PCB) – Arihant Public School Kota (2024 – 2024)
ICSE Class X – City Montessori School Lucknow (2022 – 2022)

