ROSHAN SHAH
FINANCE + AI

Building at the intersection of finance, AI, and technical systems across public markets, venture, and software.

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Roshan Shah

Roshan Shah: Finance and investing researcher focused on equity markets, valuation, and AI-driven tools for better decision-making. Always building at the intersection of finance, technology, AI governance, and real-world markets.

UNC Chapel Hill

Kenan-Flagler Business School

Honors B.S. Business Administration + Data Science (GPA 4.0)

Honors Carolina. Assured Enrollment into Kenan-Flagler. Engineer at Carolina Skylab. Portfolio Management Team (TMT), Quant Finance Association

The Lawrenceville School

High School (GPA 3.92/4.00)

Herman Hollerith Prize, Cum Laude Society, McClellan Society

languages

  • Python
  • R
  • C++
  • SQL

skills

  • DCF / Comps
  • Equity Research
  • Venture Diligence
  • AI / Technical Systems

interests

  • Poker
  • Football
  • Traveling
  • FOOD (like any)
  • Reading
  • AI governance

Experience

Cofounders Capital

Venture Capital InternJan 2026 – Present

Evaluating seed-stage B2B SaaS investments for a $60M fund. Synthesizing diligence on 100+ companies across unit economics, market structure, and exit viability.

Venture Capital · Diligence · SaaSFund: $60M

UNC Portfolio Management Team

Technology Sector AnalystSep 2025 – Present

TMT equity research for the Ewing-Schleeter Harris Fund ($120K AUM). Building DCF models, WACC calculations, and public comp analyses to develop buy/sell recommendations. 1 of 12 selected from 170+ applicants.

Equity Research · DCF · TMTAUM: $120K

Kenan-Flagler CDR

Research AssistantOct 2025 – Present

Supporting faculty and PhD research on behavioral decision-making. Designing experiments and analyzing participant data for academic publication.

Behavioral Finance · R · Research Methods

Carolina SkyLab

EngineerJan 2026 – Present

Building CAD assemblies and ArduPilot SITL closed-loop simulations for a medical-delivery VTOL drone.

CAD · ArduPilot · VTOL

Quantitative Finance Association

Derivatives AnalystOct 2025 – Present

Studying options pricing, volatility, Greeks, and hedging through peer-led technical work on real market data.

Options Pricing · Greeks · Volatility

Hitech Corporation

Strategy InternJul – Sep 2025

Developed U.S. market entry thesis for a $3.4M cross-border acquisition. Conducted competitive analysis and built financial projections for TAM sizing.

M&A Strategy · Market AnalysisDeal: $3.4M

Chakli Capital LLC

Summer AnalystMay – Jul 2025

Supported public-equity investing focused on AI and enterprise software. Built valuation models (DCF, comps) and wrote sector memos on AI monetization trends.

Equity Research · ValuationCapital: $20M+

DTV.AI

Co-FounderMay 2023 – Feb 2025

Built cost-analytics business serving retailers and CPG brands. Identified sourcing inefficiencies and quantified 12–15% margin improvement opportunities.

Entrepreneurship · Unit EconomicsRevenue: $40K+

Projects

AI and the HAL Revisited

AuthorAI Governance

Economics paper arguing that AI has weakened the computational constraint on planning, while the binding risks remain institutional: oversight failure, concentrated power, incentive gaming, and democratic accountability.

AI Governance · Political Economy · Institutional Design

Novel hybrid pricing framework for American options integrating Hurst exponent forecasting with regime-switching volatility.

Python · TensorFlow · XGBoost

VertexLadder

EngineerFinTech

Ultra-low latency trading engine (1.8M+ orders/sec). Lock-free concurrency with sharded SPSC queues.

C++ · Boost.Asio

VoiceBraille

Team LeadEngineering

Portable speech-to-Braille printer for deafblind accessibility. CAD prototyping, business modeling, and GTM targeting 200 schools/nonprofits. Won 'Most Innovative Idea' at Penn M&TSI.

SolidWorks · CAD · Business Modeling

Automated academic auditing via custom PDF parsing. Used by administration for transcript analysis.

Python · Flask · React

Krypop

FounderE-Commerce

High-performance D2C e-commerce platform with custom subscription management and optimized checkout flows.

Next.js · TypeScript · Stripe

QuantVerse

Lead DevEdTech

Real-time educational platform for quant finance with client-side Python execution via Pyodide.

Next.js · Supabase

PEWP

ML EngineerML/Space

Universal Atmospheric Model forecasting exoplanet weather with 94% accuracy.

Python · Scikit-learn

Selected Honors & Publications

01

Herman Hollerith Prize

May 2025
02

Journal of Future Economists

2025
03

National Economics Challenge

Apr 2024
04

President's Volunteer Service Award (Gold)

2024
05

Karl Bronson Prize

May 2025
06

Cum Laude Society

May 2025
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