About
I'm an investor, advisor and financial educator based in London, focused on healthcare and technology, and the founder and Chief Investment Officer of Third Wave Capital.
Background
I trained in investment banking, in Industrials M&A at Citi and then Healthcare M&A at Rothschild & Co. I moved to the buy side as an analyst at Redline Capital Partners, covering long/short healthcare and technology equities, before founding Third Wave Capital.
- Sectors
- Healthcare · Technology
- Disciplines
- Public-market investing · M&A advisory · Financial training · AI in finance
- Education
- BSc Accounting & Finance, University of Warwick (Warwick Business School)
Current work
Third Wave Capital
I founded Third Wave Capital and am its Chief Investment Officer. It brings together public-market investing focused on healthcare and technology, M&A advisory and corporate training.
Training, speaking and AI in finance
I deliver corporate training in financial modelling, valuation, M&A, LBOs and AI in finance, speak on investing, capital allocation and AI in finance, and take on selective advisory and AI work for banks and funds.
L3VLUP
I founded L3VLUP for people building careers in finance and technology. It combines practical guides, modelling exercises, opportunity tracking and one-to-one coaching.
Writing
2nd Order Thoughts
My essays and videos on markets, businesses and capital allocation: the second-order effects of today's decisions and what they mean for tomorrow's outcomes.
Judgement under uncertainty
Look beyond consensus
Innovation often changes a business before the market agrees on its value. I look for the evidence that a shift is real, and the assumptions that could prove it wrong.
Follow the incentives
Capital allocation shapes behaviour. Understanding who benefits, who bears the risk and how decisions are rewarded is part of understanding a business.
Use models to test judgement
A model makes assumptions visible. Its value lies in testing the business, identifying the drivers and understanding what changes the conclusion.
Let depth compound
Staying with a sector or question builds context. That depth can reveal consequences a faster reading misses.
Connect disciplines
Some of the most useful insights sit between healthcare, technology, finance and human behaviour.
Speaker biography
Surojit Chakraverti is the founder and Chief Investment Officer of Third Wave Capital, where he focuses on healthcare and technology. He began his career in investment banking, in Industrials M&A at Citi and Healthcare M&A at Rothschild & Co, before moving to the buy side as an analyst at Redline Capital Partners, investing in long/short healthcare and technology equities. Through Third Wave Capital he delivers corporate training in financial modelling, valuation, M&A, LBOs and AI in finance, and speaks on investing, capital allocation and AI in finance. He writes 2nd Order Thoughts, essays and videos on markets, businesses and capital allocation, and founded L3VLUP, a career platform for finance and technology. He holds a BSc in Accounting & Finance from the University of Warwick (Warwick Business School) and is based in London.
Away from the desk
The Keep
Real-time strategy games, books on markets and decision-making, films and wildlife photography.