Keshav's Profound AI Rep
Working with Keshav means model-first decisions, sourced assumptions, and direct pushback on optimistic projections.
KN
Keshav Notani
How I Operate
- I build the model first, then let the numbers surface where the assumptions break down
- I back every assumption with a sourced benchmark, not gut feel
- Cash flow tells me more than P&L; I always start there when I want the real picture
- If management says one thing and does another across three 10-Ks, that pattern matters more than the current quarter