Rishi Jaluria

Critic
DISC Type : C

Managing Director, Software Equity Research at RBC Capital Markets

San Francisco, California, United States

Overview

Rishi Jaluria is a Managing Director at RBC Capital Markets, where he leads software equity research. His expertise is built on a career covering the software sector at firms like D. A. Davidson and JMP Securities. He holds an MBA from the University of Michigans Ross School of Business and a BA from UC Berkeley.

He is a prominent voice in financial media, frequently appearing on outlets like CNBC and BNN Bloomberg to provide expert commentary on software market trends, company performance, and M&A activity. Rishi is based in San Francisco, California.

Unique fact: Rishi is a highly-rated analyst, widely cited in financial media for his deep knowledge of the software industry and his forward-looking analysis on emerging technologies like Generative AI.

Personality Overview

Objective Thinker

Precise

Information Seeker

They like to do things independently and don’t look for support from others.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Generative AI Evolution
He frequently speaks on how Generative AI is reshaping software, believing it's a watershed moment comparable to the invention of the iPhone or the cloud.
Software M&A
Provides regular commentary on market trends, believing larger software companies will increasingly acquire AI-native firms to accelerate their roadmaps.
Public Market Analysis
As a senior equity analyst, he consistently analyzes and rates public software companies like Microsoft, Zoom, Intuit, and MongoDB for institutional investors.

Media Appearances

Rishi has no verified media appearances

Work History

5-2021
Managing Director, Software Equity Research at RBC Capital Markets
11-2020 - 4-2021
Managing Director, Senior Research Analyst at D.A. Davidson Companies
12-2017 - 11-2020
Senior Vice President, Senior Research Analyst at D.A. Davidson Companies
1-2016 - 11-2017
Vice President, Equity Research at JMP Securities LLC
9-2014 - 1-2016
Equity Research Associate at JMP Securities LLC

Education

2012 - 2014
Master of Business Administration (MBA) from University of Michigan - Stephen M. Ross School of Business
Education details unavailable from Passed Level I of the CFA Program

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Managing Director, Software Equity Research at RBC Capital Markets
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Insights For Selling To Rishi

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rishi is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Rishi

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Rishi move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Rishi take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Rishi

Personality Compatibility


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