Uday's Profound AI Rep
Uday's view on research quality shows how he thinks about the difference between delivering data and delivering something useful.
Uday Arora
Edges
Building Research Databases from Scratch
Uday builds structured, usable datasets out of fragmented, multi-source information. He does not stop at collecting data; he designs the output so that the person using it can act on it without coming back to him. This pattern shows up across his work at A&M: the UK corporate population database built from seven to eight sources, the ADAS sector map pulling from PitchBook, MergerMarket, and Capital IQ, and the Bain Capital account plan assembled from press releases and news coverage. His instinct is to automate where possible. The Bain Capital dashboard was built to refresh automatically, cutting a thirty-minute manual lookup to a few clicks. The UK population database came with a guidance deck so stakeholders could self-serve. The result is research that gets used, not just delivered.
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Structuring Ambiguous Research Briefs
When the brief is vague or the market is poorly mapped, Uday builds a working structure before he starts collecting. He starts by clarifying the requirement, forms a hypothesis, then uses secondary sources and expert interviews to validate or challenge it. This approach showed up in the private debt project at A&M, where no single data source existed and the market was opaque. He used expert interviews as the primary validation mechanism, designing questionnaires with both check questions and in-depth questions to test whether the expert's knowledge was reliable. The same instinct appeared in the Spain retail targeting project, where he pushed back on a stakeholder's pre-formed list after his own research showed one of the four target companies did not meet A&M's benchmarks. He prepared his justification thoroughly before raising it, and the stakeholder accepted the revision. His default is to build the map before committing to the answer.
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Building Independent Investment Views
Uday forms investment views outside of his day job, using the same analytical rigour he applies at work. He picks sectors and companies based on genuine curiosity, builds the model, and backs his conclusions with his own capital or his own name. He built a full equity research report on TBO Tech in his third year of college, covering DCF, ratio analysis, relative valuation, sensitivity analysis, and scenario analysis. He invested personal capital on the basis of the report. He also authored an investment thesis on India's green hydrogen sector for Havish M Consulting, covering the full value chain, competitive landscape, and structural headwinds. The thesis was used by Havish in their investment and business decisions. He holds CFA Level 1 and has followed the startup and VC ecosystem closely since college.
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Uday Arora
About Me
Uday Arora is a research and financial analyst with experience spanning corporate finance, equity research, and market intelligence. He works across data-sparse and complex markets, building structured datasets and investment-grade analysis from primary and secondary sources.
At Alvarez & Marsal, he supports business development across UK and US markets, owning end-to-end research projects: from sourcing and cleaning multi-source datasets to running financial benchmarks and supporting stakeholder-ready deliverables.
At A&M, he built a comprehensive UK corporate population database across seven to eight data sources, mapped PE firm portfolios in the US aerospace, defense, and aviation sector, and delivered an account plan for Bain Capital connecting portfolio companies to deal and board members.
Earlier, as a Data Analyst Intern at Havish M Consulting, he authored an investment thesis on India's green hydrogen sector used in the firm's investment decisions. He also holds CFA Level 1 and has built independent equity research reports, including a DCF-based analysis of TBO Tech.
Uday Arora
If I know a company should not be on the list, including it anyway just wastes everyone's time downstream. Quality is not optional.”
Uday Arora
On research integrity