Sharper research. Stronger models.
Faster decisions.

The analytical firepower behind your investment team — from research and financial modelling to IC memos and transaction analysis. Senior-led execution, AI-enabled speed, and the flexibility to scale when the work demands it.

Usually responds within a few hours

Case Studies

Work That Moved Decisions

Three engagements across market research, deal sourcing, and financial modeling — each built to support real investment decisions with data-driven precision.

Abstract visualization of artificial intelligence neural network with glowing nodes and data connections on dark background
Private Equity · Global

Global AI Market Research

25x Expansion Potential — $189B → $4.8T by 2033

$189B

AI Market 2023

$4.8T

AI Market 2033

42%

GenAI CAGR

40%

Jobs Exposed

Aim & Objective

Evaluate the global Artificial Intelligence market and identify key investment themes, growth drivers, and risks to support informed capital allocation decisions by a Private Equity client. Enable the client to quickly grasp the AI industry landscape at a glance — covering market size, growth trajectory, key sub-segments, funding patterns, and investment-relevant dynamics.

Outcome

Client valued the concise, at-a-glance overview of the AI industry, enabling quick understanding of market dynamics, funding trends, and key investment considerations for internal IC evaluation.

Client Feedback

"The client valued the concise, at a glance overview of the AI industry, which enabled quick understanding of market dynamics, funding trends, and key investment considerations for internal evaluation."

Services

How Can I Help

From investment research to deal execution — here's a breakdown of what I do and how each service can support your goals.

Investment Advisory

Make smarter investment decisions with clarity

What This Is

Investing can be complex — I help simplify it. Whether you're evaluating where to put capital or trying to understand the risks and returns of an opportunity, I provide the research and analysis you need to move forward with confidence.

What I Do

Assess the risk profile of investment opportunities

Analyse how capital should be allocated across options

Model expected returns under different scenarios

Provide clear, actionable insights to support your decision-making

Why It Matters

Good investment decisions are built on good information. I make sure you have both before you commit.

Tech Stack

What's under the hood.

Datasets

FactSet
Crunchbase
PitchBook
S&P Capital IQ
GlobalData

Tools & Skills

Microsoft Excel (Advanced)
PowerPoint
LLMs / AI Workflows
DCF / 3-Statement Modeling
Market Research
Valuations
Dashboards
Automation
VBA Macros
IC Memos

Reach

Geographies & Clientele

Geographies Served

🇸🇦

Saudi Arabia (KSA)

Real estate, PE, and sovereign wealth mandates

🇺🇸

United States

Buy-side deal sourcing for US-based PE funds

🇮🇳

India

Financial research and modeling engagements

Clientele Served

Private Equity
Venture Capital
Investment Banks
Family Offices
Real Estate Developers
Sovereign Wealth Funds

Let's Work Together

On-demand. No retainer lock-in.
NDA available.

Email

chetan@chetanaggarwal.com

Connect

Available for one-off projects · Monthly retainers · Ongoing research support