Boston University
MS Financial Management
Investment Analysis Concentration (STEM)Finance · Boston, Massachusetts
Tejasvi Gupta
Financial Analysis · Valuation · Investment Research
Finance graduate focused on financial modeling, valuation, investment analysis, and data-driven decision-making. My work spans public and private markets, capital markets, treasury, risk management, and finance automation—turning complex information into clear, defensible conclusions.
01 / Education
Education
Graduate training in financial management and investment analysis, supported by an undergraduate foundation in commerce.
University of Delhi
Bachelor of Commerce
Sri Aurobindo College02 / Experience
Experience
Private-investments and financial-advisory experience spanning diligence, modeling, performance analysis, and investment communication.
Jun–Aug 2026
Student Consultant, Private Investments (Private Equity)
The Build Fellowship · Boston, MA
Conducted LP due diligence on a U.S. mid-market buyout fund, evaluating fee economics, the distribution waterfall, GP commitment, and governance provisions. Prepared and defended the diligence memorandum before an investment committee.
Jun–Jul 2022
Financial Advisory Intern
Tarun Batra & Co., Chartered Accountants · India
Built project-finance and cash-flow models for construction and mining clients; performed financial-statement analysis and supported restructuring due diligence.
03 / Selected projects
Selected projects
Work across valuation, transactions, capital markets, treasury, portfolio analysis, risk management, and finance automation.Explore all case studies
AI-Enabled M&A Deal Automation Platform
Document-to-model pipeline converting SEC merger filings into source-cited transaction data and populated Excel merger models.
7transactions validated
5completed deals
1 / 1terminated / blocked
Extracts transaction terms into structured JSON with field-level audit logging, exception handling, and human-review routing for low-confidence fields.
Open case study ↗BlackLine (Nasdaq: BL) Take-Private LBO
Five-year sponsor take-private model with an interest-first cash sweep and full value-creation bridge.
$2.28Bentry enterprise value
2.66xgross MOIC
21.6%gross IRR
Underwrote entry at 12.3x EBITDA and modeled net debt declining from 4.8x to 1.0x, separating operating performance, deleveraging, and exit-multiple effects.
Open case study ↗SpaceX Post-IPO Valuation & Aftermarket Analysis
Multi-method valuation off the 424B4, reconciled against market pricing and aftermarket performance.
$192.2Bsegment SOTP
$69.9Bunlevered DCF
19.2%Day-1 return
Combined segment SOTP, a five-year unlevered DCF, and trading comparables against a $1.78tn pricing valuation and a 91.8x to 110.1x revenue re-rating.
Open case study ↗SpaceX–Cursor (Anysphere) Acquisition
Structure teardown of a $60B all-stock acquisition with a floating exchange ratio and collar mechanics.
$60Bdeal value
267–400Mshares issued
~$53Bweighted fair value
Modeled the seven-day VWAP exchange ratio, collar outcomes, a $10B walk-away package, and probability-weighted consideration.
Open case study ↗Automated Treasury Hedging Workbook
DV01-neutral hedge of a simulated $100M Treasury portfolio using CBOT futures.
~1,261futures contracts
8rebalances
0.46%31-session std. dev.
Hedged a portfolio with 9.3 modified duration and automated daily P&L, margin tracking, hedge sizing, and rebalance controls.
Open case study ↗Simulated S&P 500 Options Portfolio
Black-Scholes short strangle managed through an adverse rally under documented Greeks-based risk limits.
+29.8%return on premium
21trading days
+12.5%index move
Priced the position, monitored Greeks, and applied a documented rolling policy to manage convexity and directional exposure.
Open case study ↗Treynor-Black Model
CAPM and Fama-French regressions across five S&P 100 names with alpha-weighted portfolio optimization.
0.74Sharpe ratio
0.93portfolio beta
60months of returns
Estimated factor exposures, ranked residual alpha, and combined the optimized active sleeve with the market portfolio.
Open case study ↗04 / Skills & tools
Finance, research, automation, and decision support.
Financial Modeling & Valuation
- Financial modeling & valuation
- DCF
- LBO
- SOTP
- Public-company comparables
- Trading comparable analysis
- M&A / merger models
- Three-statement modeling
- Accretion / dilution analysis
- Financial accounting & statement analysis
Investment & Market Analysis
- Due diligence
- Private markets
- Equity & market research
- Capital markets
- Portfolio analysis
- Fixed income & duration
- Options & risk management
- Factor analysis
- Business strategy
- Business performance analysis
- Financial management
AI & Automation
- Python
- Anthropic Claude API
- openpyxl
- Microsoft Copilot
- Structured JSON extraction
- Excel/VBA process automation
Technical & Productivity
- Excel / VBA
- R
- Word
- PowerPoint
- Microsoft Teams / 365
- SharePoint
Research Platforms
- Bloomberg
- Capital IQ
- FactSet
- Morningstar
- PitchBook
- FMP
- IBISWorld
- Factiva
- CB Insights
- SEC EDGAR
Certifications & Programs
- Bloomberg Market Concepts
- Bloomberg Finance Fundamentals
- PitchBook Pioneers: I-Bank
- PitchBook Pioneers: Private Equity, Corporate & Credit Foundations
- Financial Markets · Yale / Coursera
- McKinsey Forward · Completed Jul 2026
Languages
English · ProficientHindi · Native05 / Contact
Let’s connect.
Based in Boston and pursuing analytical finance opportunities across investment analysis, valuation, financial advisory, capital markets, and corporate finance.