Srikant M.

I'm Srikant — a CFA-qualified finance professional with 5+ years of hands-on experience in Valuation, Financial Modeling, Investment Research, and Pitch Decks. I specialize in developing highly customized and automated models and systems across finance, operations, project management, and data analysis. I also leverage AI extensively to automate workflows, streamline analysis, build intelligent systems, and improve the speed and efficiency of financial processes. **What I can do for you:** • Company & Asset Valuation (DCF, Comparable Companies, Precedent Transactions) • Real Estate Financial Models (Multifamily, Student Housing, Development, Retail) • Financial Modeling & Forecasting • AI-Powered Finance & Business Automation • Workflow & Process Automation • Pitch Decks & Investor Presentations • Excel Dashboards & Automation • Market & Industry Research • Cap Table Modeling & Waterfall Analysis **AI & Tools I use:** Excel, PowerPoint, Yardi, CoStar, Google Sheets, Notion, and a range of AI platforms and automation tools. I have extensive hands-on experience integrating AI into existing workflows — from automating repetitive financial and operational tasks to building systems that can analyze data, generate outputs, and reduce manual work. **Let's connect if you're looking for:** • Fast turnaround with clear communication • Someone who understands both finance and technology • Customized solutions rather than generic templates • A long-term partner who treats your project like a business