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Santoshi Agarwal

@santoshiagarwal

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Investment Analyst at Model ML and former Lacuna analyst; builds valuation models for investment decisions.

India

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At Model ML, I deliver AI-enabled financial research, market intelligence, and commercial due diligence for PE, VC, IB, and consulting clients. I build and optimize research workflows through prompt engineering and output validation, and prepare investment memoranda and client presentations.

At Lacuna GmbH (Family Office), I conducted bottom-up research on global small- and mid-cap equities and built DCF, Comps, and SOTP valuation models. My research memos and analytical briefs supported internal discussions and portfolio decisions.

At Indore Composite Pvt. Ltd., I automated monthly financial statements using Excel and Power BI, reducing manual reporting time by 20%. I’ve also developed financial models and reports, analyzed business performance, and built a DCF model to value SBI.

Experience

Work history, roles, and key accomplishments

Current

AI Finance Analyst

Current

Model ML

May 2026 - Present (5 months)

Conducted company, industry, and competitive analysis using CapIQ, public filings, earnings transcripts, and third-party research to support investment decisions. Delivered AI-enabled financial research and commercial due diligence for PE, VC, IB, and consulting clients.

Capital IQ Financial Research Market Intelligence Due Diligence Prompt Engineering Investment Memos Quality Review

Investment Analyst

Lacuna GmbH

Feb 2025 - Feb 2026 (1 year)

Conducted bottom-up fundamental research on global small- and mid-cap equities aligned with intrinsic value investing philosophy. Built detailed valuation models (DCF, Comps, SOTP) and supported portfolio monitoring and decision-making.

Equity Research Fundamental analysis DCF COMP SOTP Capital IQ LSEG Bloomberg Terminal Portfolio Monitoring

Financial Analyst

Indore Composite Pvt. Ltd.

Jul 2024 - Jan 2025 (6 months)

Conducted variance analysis on balance sheet and P&L, identifying cost-saving measures and improving working capital efficiency by 15%. Automated monthly financial statements, reducing manual Excel reporting time by 20% and boosting data accuracy by 25% using Power BI.

Variance Analysis Financial Reporting Automation Power BI Excel Working Capital Management

Business Analyst (Finance)

Gencrest Bio Pvt. Ltd.

Jun 2023 - May 2024 (11 months)

Contributed to 12+ monthly MIS reports, improving accuracy by 30% and reducing processing time by 25%. Developed 5+ financial models and created 10+ financial and 8+ valuation reports, improving decision-making and operational efficiency.

MIS Reporting Financial Modeling Valuation Presentation Skills Business Planning Excel