HP Tech Ventures logoCurrently an Extern @HP Tech Ventures·🟢 Open to work
Om Satyam portrait

Finance, Economics & the World Behind the Numbers

I'm a finance student focused on mastering financial analysis and market dynamics, ready to make a meaningful impact.

Work samples

Explore my finance projects, where I analyze market trends, assess startups, and develop strategic recommendations.

  • HP Tech Ventures: Deal Sourcing & Startup Analysis Externship
    HP Tech Ventures: Deal Sourcing & Startup Analysis Externship
    HP Tech Ventures logo

    HP Tech Ventures · Feb 2026 · ✅ Verified by Extern

    HP Tech Ventures: Deal Sourcing & Startup Analysis Externship

    An externship with HP Tech Ventures focused on sourcing, researching, and evaluating early-stage tech startups for potential investment.

    Investment AnalysisEntrepreneurship
  • Yinan Value Investing & Financial Modeling Externship
    Yinan Value Investing & Financial Modeling Externship
    Yinan Zhao logo

    Yinan Zhao · Mar 2026 · ✅ Verified by Extern

    Yinan Value Investing & Financial Modeling Externship

    Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

    Top performerExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis

About me

I'm a finance student focused on mastering financial analysis and market dynamics, ready to make a meaningful impact.

I am a finance student with a keen interest in macroeconomics, financial markets, and risk management. I have honed my skills in Excel, financial modeling, and portfolio analytics through hands-on experiences in various project-based internships and finance-focused simulations. I am eager to leverage my analytical skills to provide valuable insights while continuously enhancing my technical and market knowledge. My motivation drives me to learn and create meaningful value.

Externships

HP Tech Ventures: Deal Sourcing & Startup Analysis Externship

HP Tech Ventures

Experience

Finance Intern

Fynomics Financials · JAN 2026  FEB 2026

Education

GALGOTIAS UNIVERSITY

BBA - Banking, Financial Service & Insurance · Class of 2029

Skills

Financial Modeling & ValuationFinancial Statement AnalysisEquity & Market ResearchMarket & Sector ResearchMacroeconomic AnalysisPortfolio AnalysisMicrosoft ExcelMicrosoft WordMicrosoft PowerPointTechnical AnalysisTrading Strategy EvaluationAnalytical ThinkingPresentation & Public SpeakingTeamwork & CollaborationAttention to DetailProblem-SolvingCrisis Management

✅ Verified by Extern

HP Tech Ventures: Deal Sourcing & Startup Analysis Externship

An externship with HP Tech Ventures focused on sourcing, researching, and evaluating early-stage tech startups for potential investment.

Investment AnalysisEntrepreneurship

Overview

During my externship with HP Tech Ventures, I gained hands-on experience in sourcing and analyzing tech startups for potential investment. I developed skills in due diligence, market analysis, and synthesizing data into actionable insights, culminating in the creation of a professional investment memo. This experience deepened my understanding of venture capital and the startup ecosystem.

HP Tech Ventures: Deal Sourcing & Startup Analysis Externship
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What I've accomplished

I produced a shortlist and spreadsheet of three thermal-management startups, a due-diligence summary for NovoLINC (noting $12.4M raised), synthesis reports on Vitro3D including a Synergy Report, and a three-slide Series A investment memo for NovoLINC.

Project breakdown

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✅ Verified by Extern

Yinan Value Investing & Financial Modeling Externship

Gain insider experience in value investing by analyzing leading stocks alongside seasoned investor Yinan Zhao. Learn how professionals leverage financial modeling in Excel, interpret alternative data, evaluate market trends, and craft persuasive investment recommendations. Build real-world skills essential for careers in finance, equity research, and investment banking.

ExcelData AnalysisFinancial Statement AnalysisFinancial ModelingInvestment Analysis

Overview

The work analyzed publicly traded semiconductor firms and produced a full equity research workflow on Aehr Test Systems, including financial modeling, competitive mapping, and a written investment memo. Deliverables included an Excel model, competitor tables, a highlighted 10-K summary, scenario valuations, and a hold recommendation. The work was awarded Top Performer by Yinan Zhao.

Yinan Value Investing & Financial Modeling Externship
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What I've accomplished

I produced a complete equity research package on Aehr Test Systems: a highlighted 10-K summary, competitor table and timeline, a working Excel model with 3–5 year forecasts, bull/base/bear valuations, and a written investment memo issuing a hold recommendation.

Top performer

Project breakdown

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✅ Verified by Extern

Mental Healthcare - Process Design & Strategy Consulting

This externship explores how care coordination work in acute mental health settings can be designed, analyzed, and communicated as a customer-centric operational system. Externs study the case manager’s role at IMH to understand how workflows shape patient experience, surface hidden risks, and make invisible coordination work visible. Through structured analysis, process mapping, and dashboard prototyping, externs learn how operational clarity supports continuity of care, safety, and institutional decision-making.

Stakeholder MappingSystems ThinkingRoot Cause AnalysisProcess MappingChange ManagementStrategic Communication

Overview

During my externship at the Institute of Mental Health, I focused on designing and analyzing care coordination processes within acute mental health settings. I examined the role of case managers to enhance patient experiences and identify hidden risks. My work involved process mapping, stakeholder analysis, and developing a dashboard prototype to improve operational clarity and support effective

Mental Healthcare - Process Design & Strategy Consulting

What I've accomplished

I delivered a structured stakeholder map and scope-of-work summary, a spreadsheet documenting workflow failures and risks, a synthesis of gaps against follow-up best practices, and a live text-based dashboard prototype that tracked patients, statuses, and task alerts.

Project breakdown

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✅ Verified by Extern

Attronica Financial Planning & Analysis and Private Company Valuation Externship

A 40-year-old, $63M family-owned IT firm is weighing what's next — and the founder has handed it to FP&A to lay out the paths. Six options are on the table, from doubling down on growth to holding steady. Organize the books, model the forecast, value the business, and deliver a Strategic Recommendation Document that lands on the CEO's desk.

Financial ModelingFinancial Statement AnalysisExcelValuationForecasting

Overview

I engaged in a comprehensive financial analysis for Attronica, a family-owned IT firm, to support its strategic decision-making. Over eight weeks, I diagnosed the company's financial health, analyzed operational data, uncovered the economics of its AV division, projected growth, and crafted a Strategic Recommendation Document that outlined actionable insights for the CEO.

Attronica Financial Planning & Analysis and Private Company Valuation Externship

What I've accomplished

I delivered a formula-driven financial model with IS/BS/CFS and audit checks, a memo diagnosing concentration and cash issues, a standalone AV division forecast, a live DCF valuation, and a four-page Strategic Recommendation Document linked to the model.

Project breakdown

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Corporate Strategy Externship Mentored by THE Eric Ries

I participated in a Corporate Strategy Externship mentored by Eric Ries, where I engaged with innovative strategies in startup environments.

StrategyBusiness Development

Overview

During my Corporate Strategy Externship mentored by Eric Ries at The Lean Startup Co, I explored innovative strategies in startup environments. I engaged with the Incorruptible 4-Lens Framework to analyze both failing and successful companies, which enhanced my understanding of corporate resilience and strategic decision-making.

Corporate Strategy Externship Mentored by THE Eric Ries
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What I've accomplished

I produced multiple evidence-based artifacts: an Incorruptible scorecard and slide carousel for Boeing, a four-lens PDF analysis and score for Barclays, a Strategic Outlook Council proposal, and a four-slide Barclays deck with an 11/20 overall score and speaker notes.

Project breakdown

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