Surojit
Chakraverti
Public equities investor, advisor and corporate trainer
I'm the founder of Third Wave Capital. My work spans public equities investing, with a focus on healthcare and technology, advisory work and practical training for finance professionals.
I work with businesses on financial modelling, valuation, commercial analysis and strategic decisions, and teach teams how to analyse companies, assess transactions and apply AI in finance.
I also write 2nd Order Thoughts and build L3VLUP, a career platform for finance and technology.
Focus
- Founder & CIO
- Third Wave Capital
- Public equities
- Healthcare and technology
- Consulting
- Modelling, valuation, strategy
- Corporate training
- Finance professionals
What I work on
Running Third Wave Capital, writing 2nd Order Thoughts and building L3VLUP, alongside selective M&A advisory and AI work for banks and funds.
Updated October 2026Public equities investing
Through Third Wave Capital I invest in public equities, focused on healthcare and technology, combining fundamental research with quantitative and systematic methods.
Consulting and advisory
Financial modelling, valuation and commercial analysis: turning operating assumptions into scenarios and helping teams compare options, including transactions.
Corporate training
Practical programmes in financial modelling, valuation, M&A, LBOs and AI in finance, from graduate programmes to experienced professionals in banks, investment firms and corporate teams.
Questions I'm exploring
How do we make better decisions when the available information is incomplete?
Most consequential decisions are made before the evidence is complete. The useful work is in framing them: what is being decided, which assumptions matter and what would change the answer.
When does innovation translate into durable cash flow and shareholder value?
New technology often benefits customers and competitors before shareholders. The question is who captures the value, and for how long.
How should healthcare investors connect clinical evidence with commercial assumptions?
A trial result is a starting point. Adoption, pricing, reimbursement and competition decide what it is worth.
What makes a quantitative result robust enough to take seriously?
A backtest can look convincing for many reasons, and most of them have nothing to do with a real, repeatable effect.
Where can AI improve financial research, and where does it require closer checking?
AI can speed up reading and first drafts. Sources, numbers and the final judgement still need checking.
Writing and platforms
2nd Order Thoughts
Essays and videos on markets, businesses and capital allocation, and how today's decisions shape tomorrow's outcomes.
L3VLUP
A career platform for finance and technology, combining practical guides, modelling exercises, opportunity tracking and coaching.
From Labs
Cove
In developmentA tab manager for Chrome. Group tabs by project, save a session for later and set tabs aside until you need them.
Paperhawk
AvailableA PDF app for Windows, macOS and Android that works on your own computer. Free to read, annotate, fill and sign.
Contact
For advisory, training, speaking or a potential collaboration, email me with a short introduction and what you have in mind. You can also book a 15-minute introductory call.
Based in
London
United Kingdom
Elsewhere