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Jake Spoto

Research, analytics, and applied AI

Clean models, clear thinking, repeatable decisions.

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About

Thanks for stopping by. I'm a finance-focused builder combining analysis, research, and practical AI workflows to produce clear, decision-ready outputs. I focus on doing the work and sharing the results.

Portfolio construction, valuation and modeling, and clear analysis that supports better decisions

Practical AI workflows and lightweight tooling that improve speed, consistency, and auditability across research and modeling

Structured investment research systems, signal organization, and market frameworks that turn information into decision-ready outputs

Skills

3-Statement DCF LBO Sensitivities
Thesis + Catalysts + Risk Mapping Portfolio Analytics
Structured Extraction Scenario Stress-Testing Automation Machine Learning Explainable Models
Excel Python SQL Claude

Let's Connect

I'm always open to conversations about finance, research, applied AI, or new opportunities.