AI for investing
Making analytical work more useful
I work on automating customer analytics, data room analysis, and financial modeling—bringing software development into the day-to-day work of investing.
Based in San Francisco
Technology investor. Engineer at heart.
I’m currently at TPG on the software growth team. Before that, I worked in technology M&A at Lazard. I have a BS in Economics from Wharton and a BAS in Computer Science from Penn Engineering.
A little more about me
At TPG, I focus on software investing. My engineering background shapes how I approach businesses: I enjoy understanding their markets and financials, the technology behind their products, and what makes them different.
I also build tools to improve how investment work gets done, from customer analytics and data room analysis to financial modeling. I’m interested in practical ways AI can make research and analysis more useful.
I started building apps in middle school and high school. At The Younity Group, I developed iOS apps, websites, and backends for local businesses. Later, at Fidelity, I worked on analyzing and visualizing trading data and identifying performance bottlenecks in quantitative trading workflows.
From building apps to exploring AI, I learn best by making things.
AI for investing
I work on automating customer analytics, data room analysis, and financial modeling—bringing software development into the day-to-day work of investing.
Early software & research · Penn
At Penn, I helped a few startups build software and bring their ideas to life. I also worked as a research assistant at Wharton ESG Labs.
Conversational AI · Penn, 2022
In 2022, I wrote my Penn senior thesis, “Fundamental Challenges of Creating a Perfect Chatbot.” It explored the limitations of conversational AI—a question I’m still interested in as I experiment with today’s tools.
Read my thesis · PDF ↗These days, I’m exploring small AI tools and ways to automate everyday tasks. This website is a place to share those experiments as they take shape.
An AI guide to my work, projects, and interests. Ask a question or start here.
AI, not Oliver. Answers can be wrong. This chat uses my public background and recent messages, which are sent to an AI provider. Conversation history clears when you reload or start a new chat. Please don’t share sensitive information.
More context: My thesis ↗ · LinkedIn ↗
Thanks for stopping by
Software, AI, music, or a round of golf.
Always happy to connect.