Built by Someone Who Has Sat on All Four Sides of the Deal
Tejas Sarvaiya founded Lantern Labs after roughly 20 years inside India's capital-markets stack — as an equity research analyst, in portfolio management, running an investment-banking practice, and in management consulting. Lantern Labs is the decision-intelligence system that helps PM-led family offices, emerging hedge funds, and concentrated funds turn one live investment decision into a rigorous, falsifiable, and compounding judgment. This page explains why that specific career path — not a data-science background — is what makes Lantern's Anti-Thesis discipline defensible rather than decorative.
Who is Tejas Sarvaiya?
Tejas Sarvaiya is the Founder and CEO of Lantern Labs, based in California, USA. His path: equity analyst → institutional portfolio management → the youngest senior leader to run his group's investment-banking practice → management consulting, advising on strategy and shareholder value. Across roughly 12 years at Trust Group, his equity coverage earned a #1 Bloomberg ranking for a sustained stretch.
Why does having sat on all four sides of a deal matter?
Arguing rigorously against your own investment thesis — a genuine Anti-Thesis, not a token 'risks' paragraph — requires having actually sat on the other side of a deal. Tejas has operated in investment research, investment management, investment banking, and management consulting. That's what makes the bear case in every Lantern engagement defensible rather than decorative. A research engine won't build this discipline in because it has no incentive to; sell-side research won't, because it's structurally conflicted.
- Anti-Thesis is genuine, not a token 'risks' paragraph
- Experience across research, investing, banking, and consulting
- Bear case is defensible, not decorative
- No structural conflicts of interest
Why did you start Lantern Labs?
The cost of producing a competent-looking investment analysis has collapsed — anyone with a model can render one. The analysis is no longer the scarce thing; the judgment is. In a market drowning in machine-generated research, the most human thing about the work — a specific person's judgment, owned, argued against itself, and tracked over time — is the least-copyable asset there is. Lantern doesn't sell the document; it sells the point of view behind it, and the memory that compounds it.
What you can expect from LanternLabs®
Every engagement is built around clarity, rigor, and a decision record that gets sharper over time. You are not buying a report — you are buying a repeatable way to make high-conviction capital decisions with less noise and more confidence.
- A clear, falsifiable view on every decision
- Human-reviewed output on every deliverable
- A living decision record that compounds
- Transparent assumptions and monitorables
- Direct access to the founder's judgment
- No hidden fees, no lock-in contracts
What do you personally review?
100% human review, on every output, stated plainly — not as a caveat, but as the standard. The premium Lantern charges is for the judgment, not the underlying model stack; the moment a deliverable reads like a template any vendor could ship, the premium is gone.
Human review, every time
Every output is reviewed by the founder before it reaches you. No exception.
Judgment is the product
You are paying for a specific point of view, not access to models or databases.
No template deliverables
If a report reads like generic research any vendor could ship, it is rewritten.
Accountability built in
Every recommendation is owned, argued against itself, and tracked over time.
Questions
Is Lantern Labs a solo operation? What happens if something happens to the founder?
Lantern Labs is founder-led today, and that key-person reality is worth naming directly rather than hoping it goes unnoticed. The framework itself — the 14-dimension methodology, the Anti-Thesis discipline, the falsifier structure — is documented and portable, not held only in one person's head, which is precisely the single-point-of-failure problem Lantern is built to solve for clients.
What is Tejas Sarvaiya's background?
Roughly 20 years across India's capital markets: equity research, institutional portfolio management, running an investment-banking practice, and management consulting — including a #1 Bloomberg equity-research ranking for a sustained stretch during his time at Trust Group.
Does Lantern have a team, or is it just the founder?
Lantern Labs is founder-led today. Its framework, workflow, and decision records are documented so the process remains consistent and portable.
If you are ready to start
Turn your next investment decision into a rigorous, falsifiable judgment.
Book a 30-minute discovery call. We'll map your decision, show you how the framework applies, and leave you with a clear next step.
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