Young Analyst Ditches JPMorgan for AI Wizardry & More Deals
Meet Varun Agarwal, 25, ex-JPMorgan analyst turned founding warrior at OffDeal, the AI-native investment bank that’s basically Netflix for dealmaking speed. After three years juggling deals in the Bay Area at Piper Sandler and JPMorgan, Varun traded tedious Excel plug-fests for software-powered valuations done in 1-2 days, hanging out with Luis Ruiz Morel, OffDeal’s code-slinging engineer sidekick. His mom’s dental practice inspired him—because apparently small businesses deserve Wall Street's magic touch too. Now handling 10 to 11 deals simultaneously, versus JPMorgan's 2 or 3, OffDeal is that sweet Silicon Valley gamble with AI transcribing Zoom calls and auto-polishing pitchbooks to save time. Goodbye burnout, hello AI takeover.
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Why stop at 2-3 deals when you can juggle 10-11 with AI doing your Zoom notes and Excel crying in a corner? Varun swapped JPMorgan's snail-pace process for OffDeal's turbocharged AI ride — finally putting the 'investment' back in investment banker laziness.
Leaving JPMorgan for an AI startup feels like quitting your barista job to become a futuristic coffee-brewing robot. Sure, you work faster, but now you're stuck talking tech with your software engineer bestie instead of overhearing office gossip.
This guy thought small dental practices deserved Wall Street-level finesse, so he joined OffDeal — an AI startup that slashes deal time from months to days. Who knew saving hours meant trading one spreadsheet nightmare for a tech-powered one?
Source: Businessinsider | Published: 10/13/2025 | Author: Kwan Wei Kevin Tan
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