Ektha's Profound AI Rep
Ektha builds investment conviction from first principles, from bottom-up TAM construction to high-signal expert sourcing.
Ektha S
Career Stories
The D. E. Shaw Group
Building a Cybersecurity TAM from First Principles
Built a bottom-up TAM for a cybersecurity company under active consideration, starting from customer segments and pricing before validating against top-down industry data.
Sourcing the Expert Who Changed a Cybersecurity Investment Thesis
Building Investment Research Primers for the D. E. Shaw Ventures Desk
Forming an Independent View on India vs. US Market Dynamics
Spring Money
Writing Finance Content at Spring Money
In India, I'd rather ask how this will actually reach users than whether it's a great product. Distribution is the harder question.”
On evaluating Indian markets
Edges
Building Bottom-Up Market Analyses
Sourcing High-Signal Expert Networks
India Market Pattern Recognition