Investment Analyst

Experience:

Reporting to:

Investment & Investor Relations Analyst

• Identify and curate investor leads (VCs, family offices, PE, strategic investors, operators).
• Build segmented investor lists based on stage, cheque size, thesis, and sector fit.
• Track warm vs cold leads, prior investments, and decision-makers.
  

• Maintain an end-to-end fundraising pipeline (CRM / tracker).
• Track outreach status, meetings, data room access, and next steps.
• Prepare weekly pipeline dashboards for leadership review.
  

• Conduct initial diligence on deal structure, cap table, use of funds, and financials.
• Review term sheets, shareholder structures, and basic legal/compliance readiness.
• Flag red areas early before senior leadership engagement.
  

• Prepare investor materials: teasers, pitch decks, data room indexes, FAQs.
• Generate IC-style notes, meeting summaries, and diligence briefs.
• Support financial model review and investor-specific custom decks.
  

• Manage structured follow-ups post meetings and data sharing.
• Coordinate with investors, strategic partners, and operators for next steps.
• Ensure momentum is maintained across the fundraising funnel.
  

• Strong analytical and financial understanding (basic modeling, metrics, cap tables).
• Experience with startups, investment banking, PE/VC, or corporate strategy preferred.
• Excellent communication, follow-up discipline, and documentation skills.
• Comfortable working directly with founders and senior stakeholders.
• High attention to detail and ability to manage multiple parallel conversations.
  

• CRM tools (Airtable, HubSpot, Notion, Excel/Sheets).
• Data rooms (Drive, DocSend, Dropbox).
• Direct exposure to investors, term sheets, and deal negotiations.
  

• Number of qualified investor conversations initiated per month
• Conversion rate: intro → meeting → data room → term sheet
• Accuracy and turnaround time of diligence notes & documentation
• Follow-up closure rate and pipeline hygiene