AI Automation & Data Solutions for Finance, Investment & Business Workflows
I help organizations automate complex workflows, structure their data, and implement practical AI solutions that improve efficiency and decision-making.
My background combines **private equity investing, data analytics, and applied AI**, which allows me to understand both the business and technical sides of a problem.
I specialize in building solutions that transform manual processes into automated systems using Python, AI agents, and modern automation tools.
Typical projects include:
• Automating reporting and operational workflows
• Building data pipelines and analytics dashboards
• Creating GPT-powered assistants for internal teams
• Integrating APIs and automating data collection
• Designing AI-driven tools for document processing and knowledge management
I have implemented automation and AI solutions for investment teams, portfolio monitoring, ESG reporting, and operational workflows.
Technologies I frequently use:
Python • GPT / AI agents • Workflow automation (n8n, Zapier) • Excel automation • APIs • Data pipelines • Power BI
Clients usually come to me when they want to:
• Reduce manual work
• Improve data reliability
• Automate repetitive processes
• Build practical AI tools for their teams
My approach is pragmatic: I focus on building **solutions that actually get used**, not experimental prototypes.
If you are looking to automate workflows, implement AI tools, or build data-driven systems, I would be happy to help.
Work Terms
I work with clients worldwide and aim to provide clear communication, reliable delivery, and practical solutions.
Availability
• Available for both short-term projects and longer engagements
• Typical response time: within 24 hours
Project Approach
• I begin each project by understanding your objectives, existing systems, and workflow challenges
• I then propose a practical solution with clear steps and deliverables
• Regular updates are provided throughout the project to ensure alignment
Communication
• Communication via Guru messages, email, or video calls when needed
• Clear documentation and explanations are provided for all delivered solutions
Payments
• Projects can be structured as hourly or fixed-price depending on scope
• For larger projects, milestones are recommended to ensure transparency and progress tracking
My focus is on delivering solutions that are reliable, maintainable, and immediately useful for your team.