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CONFIDENTIAL — INVESTMENT MEMORANDUM № 001

STRONG BUY

Dmitrii
Bronnikov

NASDAQ-ish: $DMTR · asset class: founder · vintage 2008 · moscow

coverage initiated 2023

price target:

LIVE  $DMTR 17.42 ▲ +0.03

request access call the desk responds faster than most funds.

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01 · INVESTMENT THESIS

Rare early-stage asset: a 17-year-old who already does the job. Currently an analyst at investment fund RS Capital — 30+ deals screened, one $2M acquisition supported to close — previously founded two ventures, one social and one agritech, and holds a win rate at business competitions that would make most funds jealous. Significantly undervalued by virtue of still being in high school.

02 · KEY METRICS

$2M

M&A transaction supported to close — acquisition of a logistics company

30+

deals screened & valued for real M&A mandates

$50K

advisory retainer preserved with an alternative growth strategy

top 2%

Blue Ocean Competition — top 350 teams worldwide

3/3

of Russia's most prestigious case championships — entered, won

$5K

raised for InclusiveAI — at fifteen

300+

students reached across 5 offline events in major cities

4.0

GPA — selective math & programming school, Moscow

1,000+

views on a free AI course for visually impaired students

50+

judges pitched to — academics, investors, operators

03 · PRICE HISTORY — HOW THIS ASSET GREW
  1. 2008IPO

    Listed in Moscow

    initial public offering. tiny market cap, enormous ambitions, zero revenue.

  2. ~2015+15%

    First strategic pivot: karate

    discipline, learned the hard way — years of kyokushin that eventually compounded into a national bronze medal.

  3. 2020−5%

    Lockdown drawdown

    market closed. spent the dip on chess, F1 strategy and investing books — the highest-ROI correction on record.

  4. 2021+40%

    Discovers the markets

    figures out that everything interesting — chess, F1, investing — is the same game: positioning.

  5. 2023+80%

    Founds InclusiveAI

    AI & digital literacy for visually impaired teenagers. raised $5,000, ran 5 offline events in major Russian cities, reached 300+ students, shipped a free AI course with 1,000+ views.

  6. 2024+120%

    Goes pro

    joins investment fund RS Capital as an analyst. same year: builds AgriHealth — a computer-vision livestock-monitoring MVP that reaches the Harvard Crimson finals.

  7. 2025+200%

    The competition sweep

    Blue Ocean top 2% worldwide. Harvard Crimson GCC regional winner. all three of Russia's biggest high-school case championships — won.

  8. 2026ATH

    You are here

    senior year, GPA 4.0, a desk at a real fund, and a pipeline of ideas. accepting first-check believers.

04 · CURRENT POSITIONS
2024 — now LONG · CORE

Analyst — RS Capital investment fund

  • screened & valued 30+ opportunities across sectors in support of M&A mandates
  • proposed an alternative M&A growth strategy for a client — preserving a $50,000 advisory retainer
  • supported execution of a live deal: acquisition of a $2M logistics company
2023 — now LONG · IMPACT

Founder — InclusiveAI social venture

  • educational initiative bringing digital & AI literacy to visually impaired teenagers
  • raised $5,000 · 5 offline events in major Russian cities · 300+ participants
  • launched a free AI course tailored for visually impaired students — 1,000+ views
2024 — 25 EXITED → EXPERIENCE

Founder — AgriHealth Analytics agritech

  • MVP for livestock health monitoring — computer vision + sensor data
  • designed product strategy and built the financial models behind go-to-market
  • took it to the Harvard Crimson finals and the National Entrepreneurship Olympiad
2025 — now ACTIVE

Consultant — case-competition desk 10+ comps

  • advised simulated clients incl. Moscow Exchange, Sberbank, CAVA, Oura
  • pitched before panels of 50+ judges — academics, investors, operators
  • closed 3 national titles and multiple international finals
earlier SEED ROUNDS

CBDO — InterSummit · BizDev — Filipchick Studios first operating reps

  • business development at an events venture and an immersive-marketing agency — where cold outreach stopped being scary
05 · AUDITED RESULTS
competitionfieldresult
Blue Ocean CompetitionworldwideTOP 2% — TOP 350
Harvard Crimson Global Case Competition1,400+ teamsREGIONAL WINNER · TOP 50
Global Youth Entrepreneurship ChallengeinternationalFINALIST
National Business Olympiad (HSE)nationalTOP 2 OVERALL
National Business Case Championship — econ & entrepreneurshipnationalWINNER
National Fintech Case CompetitionnationalWINNER
Skolkovo Case ChampionshipnationalWINNER
National Karate ChampionshipnationalBRONZE
06 · FUNDAMENTALS

underlying skills

  • financial modeling & investment analysis
  • product discovery & go-to-market strategy
  • market research & customer development
  • strategic partnerships & business development
  • team management & leadership

education

  • selective math & programming school, moscow — GPA 4.0 / 4.0
  • middle-school diploma with honors (the red one)
  • SF Education — banking & investment analysis
  • The Experts — school of consulting
  • Sirius University — machine learning & linear algebra

industry coverage

  • banking & finance
  • IT
  • food & beverage
  • logistics
  • retail

alternative holdings

  • Formula 1 — strategy department fan
  • chess — openings as market entries
  • kyokushin karate — national bronze
  • soccer & hockey
  • investing books — the original addiction
07 · FIELD EVIDENCE
Young Dmitrii with teammates holding karate trophies and certificates in a gym
first podiums, kyokushin era ~2019
Karate team in red uniforms and santa hats with medals and certificates
the discipline arc ~2021
Dmitrii biting his red diploma with honors in a summer park
diploma with honors — taste-tested 2024
Dmitrii and two teammates on stage at an InclusiveAI education event
inclusiveAI live — AI literacy tour 2024
Dmitrii holding a first-degree diploma of the HSE business olympiad
HSE olympiad — 1st-degree diploma 2025
Team of five at the national fintech case championship backdrop
fintech case champ @ central university 2025
Team Moscow in grey hoodies at the national entrepreneurship finals
national finals — team moscow 2025
Prize winners holding certificates at Skolkovo School of Management
skolkovo — prize ceremony 2025
Four teammates wearing dollar-print ties after case competition finals
finals day — the $-tie ritual 2026
08 · RISK FACTORS

still 17 — some paperwork requires a parent's signature.

may turn your coffee chat into a deal memo.

portfolio concentration: 100% allocated to getting better.

duration risk — has a math exam during your fund's AGM.

mitigant: compounding since 2008 with one −5% year on record. fully recovered, with alpha.

09 · TERM SHEET

open round.

currently accepting: hard problems, ambitious rooms, and first-check believers. university & program conversations welcome.

toronto · remote-friendly · replies same day