Public investment research with the same evidentiary standard applied to private operations. Entrepreneur operating Montrega, a D2C adaptive fragrance brand I co-founded.
investment-memos publishes memos written to a fixed 12-section standard. Every claim tagged [FACT], [INFERENCE], [ASSUMPTION] or [DATA UNAVAILABLE]. Every multiple and valuation output rebuildable from the premises stated in the memo. Current coverage: Planet Labs (public, with DCF), Sierra vs. Decagon (comparative, private), Brex (private, post-exit).
Operating record. Co-founded Montrega. Ranked #4 of 37 businesses in cohort (₹4.53L revenue, 30% conversion rate, 60%+ gross margin). Built end-to-end AI outreach pipeline on n8n + Claude API + Airtable. Previously founded OnetoOne, a sneaker resale operation generating US$12K+ across 250+ customers.
Now. Studying at TETR College of Business, global rotational program, currently in Shanghai studying at Fudan.
Looking for. Investment analyst, research associate, or Founder's Associate roles at early-stage funds and startups. Remote or UAE/Europe/LATAM.
Languages. Portuguese (native) · Spanish (native) · English (fluent) · Italian (beginner)