Advisory

I turn information overload into clear conclusions and next actions. I combine investing judgment with hands-on data and automation so decisions are solid, cleaner and repeatable.

12+ years in alternative investments and fund analysis (CAIA) plus 7+ years building in Python and data (FDP).

For Investment Teams and Professional Investors

Portfolio Research and Data Systems

Portfolio diagnostics, risk analysis and decision memos. Automated market and portfolio data pipelines. Traditional and alternative investment analysis.

For Founders and Business Owners

Strategy, Valuation and Decision Support

Asset valuation, financial modelling, strategic business planning and market research. Practical solutions tailored to your specific business context.

What You Get

  • A clear scope in writing
  • A working deliverable (model, report, dataset, dashboard or code)
  • A short handover doc

Typical Engagements

  • Research and analytics sprint (3 to 10 days)
  • Build a repeatable data pipeline (2 to 4 weeks)
  • Ongoing research systems retainer (monthly)

How to Start

  • Send a brief overview of what you need
  • We scope the work together
  • I deliver and hand over

Let's talk

Share some context about what you need and I will respond with a tailored proposal.

tom@pickelfintech.com