Hi, my name is Harneet Kaur
I am a founder building AI-native distressed & restructuring intelligence .
Technical AI Projects
After 4 years as a distressed & special situations investor, I am building something at the intersection of distressed, restructuring and AI.
Founder Memo
This tool can pull 3 years of filings (10Qs/10Ks) directly from Edgar with a CIK code and organize them into excel. Income Statement, Balance Sheet and Cash Flow.
AI Credit Document Analyzer
This tool goes through a credit document and pulls out key items (covenants, investment baskets) and creates a red/yellow/green indicator for areas of concern.
AI "First-Pass" Credit PM
This tool is a "credit PM" that looks at financials, credit documents through multiple lenses to assess whether it is a good business to look at or pass on.
Experience
Before becoming a founder, I was a distressed & special situations investor and a public equity analyst. I have a decade of experience in finance on the sell-side and buyside.
DISTRESSED INVESTING & TURNAROUNDS
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$3B AUM special situations private equity
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Lead analyst managing $X00 million capital invested across distressed debt, complex restructurings, special situations
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Operational turnarounds & board governance
PUBLIC MARKETS & EQUITY RESEARCH
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Sell-side analyst advising hedge funds on markets and business developments
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Build deep relationships with senior executives of publicly traded businesses
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Published reports on deep fundamental equity
EDUCATION
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MBA in Finance, The Wharton School,
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Bachelors of Science in Finance & Economics, NYU Stern School of Business
Investment Focus
As a distressed and special situations investor, I focus on investing in businesses facing complexity, transition, or dislocation.
Some of the STRATEGIES include...
Some INDUSTRIES I've looked at include:
Some STRATEGIES I look at include:
Restructuring · Turnarounds
Deep Value · Distressed Credit
Special Situations
Asset-Based Financing
Some INDUSTRIES I look at include:
Energy / Infrastructure
Regulatory Complexity
Asset-Heavy Manufacturing
Software
More About Me...
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I live between Connecticut and New York City. Some of my other interests include reading, abstract painting, and creative writing.