Vishal

Senior AI Analyst at a YC-backed Financial AI company ($75M Series A), promoted within 6 months, building AI-powered knowledge assets, pitch decks, financial models, and valuation frameworks for major US investment banks and private equity clients. Prior experience spans venture capital ($500M+ AUM), credit-focused hedge funds ($1.5B+ AUM), and investment banking, with hands-on expertise in valuation, DCF, M&A comps, and financial analysis. Combines rigorous corporate finance acumen with scalable GenAI tool development to deliver high-impact client outcomes at speed.

CFA Level 2 cleared.

Senior AI Analyst at Model ML (2025-07 – Present)

YC-backed, $75M Series A. Promoted to Senior AI Analyst within 6 months; early hire at a 10-person startup that scaled to ~70 during Series A. Managing a team of 5 analysts.

• Promoted to Senior AI Analyst within 6 months; early hire at a 10-person startup that scaled to ~70 during a $75M Series A. Manage a team of 5 analysts, overseeing QA and delivery of pitch decks, earnings summaries, M&A strips, trading comps, and live-deal workflows for major US investment banks.
• Spearheaded a complex fund extraction mandate for a major APAC-based sovereign-linked PE investor, managing a 10-person cross-functional team through delivery to successful client conversion, now one of the firm's largest accounts.
• Delivered DDQ frameworks, early warning memos, and IC memo workflows for global PE clients on live deals; report directly to former MD-level bankers from top-tier US banks, supporting demos that converted a flagship engagement into a 3-year, ~$250K+ contract.
• Design and build AI-powered knowledge assets, analytical frameworks, and GenAI financial tools using Claude Code and API integrations, standardizing delivery across 10+ client use cases in banking, valuation, due diligence, and investment research.

Financial Analyst at Tristone (2023-12 – 2025-06)

Built investment financial models for a California-based hedge fund ($1.5B+ AUM) focused on high-yield credit strategies.

• Built investment financial models for a California-based hedge fund ($1.5B+ AUM) focused on high-yield credit strategies; developed pitch decks and transaction comparable for a VC client ($500M+ AUM), supporting $50M+ in capital raises.

Investment Banking Analyst at JMI.AI (Jean Martin) (2022-09 – 2023-11)

Prepared CIMs, pitch decks, and investor materials for US-based banks and PE firms.

• Prepared CIMs, pitch decks, and investor materials supporting $30M+ in capital raises for US-based banks and PE firms; built M&A comps & deal comps to support valuation analysis, and investment decision-making.

Equity Research Analyst at GS Analytics Private Limited (2021-03 – 2022-03)

T.Y.B.M.S in Commerce & Economics – Mumbai University - Shrimati Mithibai Motiram Kundnani College of Commerce & Economics (MMK) (2019-04)