Chetan Aggarwal
Financial Research & Modeling | AI-Enabled Deal Execution
CFA Level II Cleared
📍 Delhi, India
🎓 CFA Level II Cleared · B.Com Hons, Delhi University
🏢 Ex-Preferred Square · Leading PE Analytics Firm
Sharper research. Stronger models.
Faster decisions.
PE firms lose deals when research slows the team down. I build the financial models, sourcing lists, and sector research your deal team needs to move with conviction. No retainer. NDA available.
Capabilities
Six things your deal team needs.
All under one roof.
Market Research
Sector deep-dives, competitive landscapes, IC-ready sizing analysis
Deal Sourcing
Screened target lists of 50–100 companies with financials, ownership, and contacts
Financial Modeling
DCF, sensitivity tables, scenario analysis. Largest model: SAR 650Mn+ real estate transaction
3-Statement Modeling
Fully integrated P&L, Balance Sheet, and Cash Flow with dynamic drivers
IC Decks & Presentations
Investment committee memos, CIMs, company profiles, pitch decks
Forecasting & Projections
Multi-year operating models and KPI dashboards for management and investor reporting
Experience
Where the work was done.
Private Equity Analyst
[Leading Analytics Firm]
- —Built AI-driven buy-side sourcing workflows, improving efficiency by 30–40%
- —Implemented AI automation in financial modeling, reducing PE deal evaluation time by 20–30%
- —Trained an analyst to execute sourcing mandates across US PE clients
Senior Business Analyst
Preferred Square
- —Evaluated a SAR 650Mn+ real estate transaction — DCF modeling, sensitivity analysis, valuation reports
- —Supported a USD 925Bn Sovereign Wealth Fund with financial models and portfolio performance analysis
- —Built consolidated financial model for a SAR 50Bn+ real estate holding company across 50+ assets
- —Automated Excel dashboards for asset-level reporting, improving operational efficiency by 70%+
Summer Intern
Scripbox
- —Reduced investment proposal preparation time by 90% through Excel automation
- —Synthesized pitch decks for 10+ HNI and corporate investors; increased lead conversion by 20%
Work
Projects that went to the IC table.
Work samples available on request
Tech Stack
What's under the hood.
Datasets
Tools & Methodologies
Credentials
CFA Level II — Cleared
CFA Institute
2026
B.Com Honours
Keshav Mahavidyalaya, University of Delhi
Graduated 2024
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
Let's Work Together
On-demand. No retainer lock-in.
NDA available.
Available for one-off projects · Monthly retainers · Ongoing research support