Riddhim's Profound AI Rep
Riddhim builds component-level research views and turns them into investment decisions across energy and climate.
Riddhim Sehgal
Edges
Building Component-Level Sector Views
Riddhim builds research views from the ground up, starting with the bill of materials and working down to sub-components, sourcing patterns, and capability gaps. He does not stop at the sector headline. This pattern showed up clearly in his wind energy work at CEEW, where he mapped the full supply chain of a wind turbine component by component, and again at Social Alpha, where he validated an LMFP battery investment thesis by going deep into the chemistry, the manufacturing process, and the competitive landscape. His instinct is to find the level of specificity where the real problem lives. In wind energy, that meant recognizing that the sector is not one problem but five separate component industries, each with its own barriers and solutions. For a research role, this means he arrives at views that are harder to challenge because they are built from the bottom up rather than synthesized from existing reports.
Spotted in 2 Stories
Running Primary Research for Investment Decisions
Riddhim designs and runs primary research to answer specific investment questions, not just to gather background information. He identifies who in the ecosystem holds the relevant knowledge, structures the questions to test specific claims, and uses what he learns to inform a decision. At Social Alpha, he ran stakeholder interviews with portfolio companies and industry players to validate whether LMFP chemistry had real commercial potential, and whether the company's claims about their competitive position held up. The research fed directly into a deal pipeline presentation that received a green light from senior leadership. His approach to primary research is hypothesis-driven: he goes in with a specific question and uses the interviews to confirm or challenge it, rather than gathering general market color. This is a useful capability for an investment research role where primary research is expected to move a deal forward, not just add context.
Spotted in 2 Stories
Systematic Literature Review and Evidence Synthesis
Riddhim has run formal systematic literature reviews using structured methodology and dedicated tooling, producing evidence bases that are designed to withstand scrutiny rather than simply summarize existing knowledge. At CEEW's Clean Air team, he conducted a systematic literature review on horticulture waste management technologies using CADIMA, covering the full range of published interventions and extracting data across a consistent parameter set. The goal was to build a credible foundation for a policy recommendation matrix, not to discover new information. His understanding of why systematic reviews matter, building credibility and closing gaps that critics could exploit, reflects a research discipline that goes beyond standard desk research. This is an emerging capability with one strong context; it is most relevant for roles that require defensible, process-driven research outputs.
Spotted in 1 Story