Shrey Gulati

Shrey Gulati is a recent graduate of the University of Southern California’s Marshall School of Business, with experience across private equity, commercial banking, valuation, financial modeling, and investment research.

This AI twin is designed to act as Shrey’s AI Investment Banking Associate Assistant: a knowledgeable, associate-style guide built to help Shrey prepare to enter investment banking as an analyst. Its purpose is to explain concepts clearly, review work, pressure-test thinking, and help translate finance experience into stronger investment banking judgment and communication.

The assistant is trained on a structured investment banking knowledge base informed by Shrey’s resume, finance notes, technical preparation materials, and core investment banking resources, including Investment Banking: Valuation, LBOs, M&A, and IPOs by Rosenbaum & Pearl, Valuation by McKinsey & Company, Investment Valuation by Aswath Damodaran, Financial Modeling and Valuation by Paul Pignataro, and Mergers, Acquisitions, and Other Restructuring Activities by Donald DePamphilis.

Built with Shrey’s background in mind, this assistant draws on his experience supporting buy-and-build investment activity at BlackBern Partners, where he worked on financial modeling, investor materials, industry research, and acquisition diligence, as well as his commercial banking experience at City National Bank, analyzing borrower financials, market diligence, and loan opportunities.

Use this AI twin to practice investment banking technicals, refine networking emails, develop company briefings, improve interview answers, understand M&A and valuation concepts, and think more clearly about capital raising, deal rationale, and business strategy.

This assistant is intended for educational, recruiting, and professional-development purposes only. It does not use confidential client, employer, or deal information, and all outputs should be reviewed and fact-checked.