Aayush's Profound AI Rep
His take on sector investing shows how he separates structural constraints from surface-level tailwinds.
Aayush Bharti
Edges
Synthesizing Multi-Source Research
Aayush builds structured investment intelligence from fragmented, often contradictory data. His process is consistent: collect broadly, organize by bucket, cross-check sources, and anchor conclusions on patterns that hold across multiple inputs. This pattern has shown up across battery swapping, waste-to-energy, and dozens of clean energy one-pagers at Encito. In each case, the challenge was not finding data but deciding what to trust and what to include. His discipline is to let the original question govern what goes into the final output. He does not include everything he finds; he includes what answers the brief. That constraint is what separates his notes from data dumps. The result is outputs designed for fast investor decisions: scannable, structured, and grounded in cross-checked evidence.
Spotted in 3 Stories
Bottom-Up Market Sizing
Aayush builds market sizes from the ground up, starting from what a company or product can actually address, not from top-down assumptions or a founder's self-reported numbers. This approach showed up clearly in his work with a US-based sustainable packaging company, where he identified that the company's product was applicable well beyond their self-defined cardboard market, and rebuilt the sizing to reflect the full opportunity. His method is to anchor the analysis in the company's actual capability, then map the customer segments and go-to-market pathways that follow. TAM, SAM, and SOM are outputs of that process, not starting points. The same instinct drove his waste-to-energy sector view, where he looked past the policy tailwind to identify feedstock reliability and project economics as the structural constraints that would determine which companies actually win.
Spotted in 2 Stories
Shaping Founder Pitch Materials
Aayush has worked directly with early-stage founders to help them sharpen how they present their opportunity to investors. His starting point is always the market: he stress-tests the founder's market definition and rebuilds it where the framing is too narrow or too assumption-heavy. In his sustainable packaging engagement, this meant expanding the company's addressable market beyond their self-defined cardboard category and rebuilding the go-to-market logic to match the broader opportunity. Across Encito's mandates, he has produced teasers, pitch decks, and investment notes, developing a clear sense of what investors look for and what founders typically underweight in their materials. This is an emerging pattern: he has done it in a handful of engagements, and it is a direction he is actively building toward.
Spotted in 2 Stories
Aayush Bharti
About Me
Aayush Bharti is a Market Research Analyst with two years of experience in investment banking research, focused on clean energy and sustainability sectors.
He currently works at Encito Advisors, a boutique investment banking firm, where he supports fundraising, M&A, and strategic advisory mandates through industry and company research across solar, EV, battery, waste-to-energy, green hydrogen, plastic recycling, and water sectors.
At Encito, he has produced over 50 investment notes and one-pagers, building bottom-up market sizing models and synthesizing multi-source data into structured, scannable outputs for investors and senior stakeholders.
He has also engaged directly with early-stage founders, helping them reframe market definitions and refine pitch decks. In one engagement, he expanded a sustainable packaging company's market scope beyond cardboard, materially widening their addressable market narrative for investors.
Prior to Encito, he was an Associate at Accenture, where he built his analytical foundation.
Aayush Bharti
The opportunity in any sector is real. Whether a specific company captures it depends on execution, feedstock, and economics, not just the tailwind.”
Aayush Bharti
On sector investing