Kasak's Profound AI Rep
Kasak's view on conviction-driven investing shows how she thinks when the numbers aren't there yet.
Kasak Agarwal
Edges
Analytical Self-Scrutiny
Kasak reviews her own work before anyone else sees it, and she catches things. On the Polycab equity report, she ran a final check before submitting to her mentor and found a base-year error that had inflated the CAGR and skewed the entire valuation. Correcting it changed her investment call from buy to accumulate. This pattern shows up in her approach to financial modeling more broadly: she treats the final review as part of the work, not a formality. The instinct to question her own numbers before presenting them is consistent across her research and her internship outputs. For a research function where errors in analysis can shape real investment decisions, this habit of self-scrutiny before handoff is a meaningful signal.
Spotted in 2 Stories
Independent Market Conviction
Kasak forms her own views on markets and companies by combining macro data, product experience, and financial analysis, rather than anchoring to what others have already concluded. On CultFit, she disagreed with analyst commentary that the IPO valuation was unjustifiable due to a lack of comparables. She grounded her conviction in gym penetration data across the US and India, direct product experience, and her read on India's fitness market growth trajectory. On Polycab, she built a full bottom-up research process from scratch: five years of concalls, the MD&A, a DCF and relative valuation model, and a weighted-average scoring framework to arrive at her final call. The pattern is that she does not wait for consensus to form before deciding what she thinks. She builds the view herself from the available evidence.
Spotted in 2 Stories
Primary Consumer Research
Kasak has done field research with real consumers and knows what it takes to get honest answers from people who did not plan to talk to you. On the groundnut survey, she went into a busy Bangalore market, handled a high rejection rate with patience, and captured not just form responses but actual spoken views from each participant. She recorded those conversations in her own words and handed structured notes to the senior team. What she heard changed how she thought about the product: trust, brand positioning, and price sensitivity emerged as the real barriers, not product quality. She came out with a market insight, not just a data set. This is early-stage primary research experience, and it is grounded in the reality of talking to people who have no reason to be helpful.
Spotted in 1 Story
Kasak Agarwal
About Me
Kasak Agarwal is a BBA graduate from Christ University and a CFA Level 2 cleared analyst actively building toward a career in private markets and early-stage investing.
She is currently preparing for CFA Level 3 while pursuing full-time roles in VC and private markets, with a focus on conviction-driven, founder-led investing.
Her most complete piece of independent work is a full equity research report on Polycab India, including a DCF and relative valuation model built from scratch. She caught and corrected a base-year error in her own model before submission, which shifted her rating from buy to accumulate.
At Filtrec Bharat, she supported monthly budgeting and variance analysis alongside the finance manager, and built a sales dashboard in Power BI for the annual sales review.
She also completed a business development internship at Demand Nexus, where she ran outbound prospecting via LinkedIn Sales Navigator and managed client discovery calls.
Kasak Agarwal
In early-stage investing, the story and the founder matter more than the spreadsheet. Sometimes conviction has to carry what the numbers can't yet.”
Kasak Agarwal
On conviction-driven investing