Investment Banker – Fundraising & Advisory

Skills:

Position:

Role Overview

Key Roles And Responsibilities

• Fundraising Strategy and Structuring
• Develop fundraising strategies aligned with the clients business model, stage, and valuation goals.
• Determine the optimal capital structure (equity, debt, convertible instruments, etc.).
• Prepare and review term sheets, shareholding structures, and cap tables.
• Financial Analysis and Valuation
• Perform financial modeling, DCF, comparable company, and precedent transaction analysis.
• Evaluate the companys financial performance and project future cash flows.
• Assess investor return potential and prepare investment memorandums (IMs).
• Investor Outreach and Relationship Management
• Identify and approach relevant venture capital, private equity, family offices, and institutional investors.
• Conduct investor roadshows, virtual pitch sessions, and one-on-one meetings.
• Maintain long-term relationships with investors, funds, and financial institutions.
• Deal Execution and Coordination
• Lead the end-to-end fundraising process from mandate signing to deal closure.
• Coordinate between legal, financial, and technical teams for due diligence.
• Negotiate deal terms, valuations, and investor rights on behalf of the client.
• Support in documentation and regulatory compliance (SEBI, FEMA, Companies Act, etc.).
• Advisory and Market Intelligence
• Advise startups and companies on market trends, valuation benchmarks, and deal structures.
• Provide strategic insights to help clients position their business effectively for investors.
• Prepare industry research reports and investment opportunity notes.
  

Experience And Background

• Typically 28 years of experience in Investment Banking, Corporate Finance, or Fundraising Advisory.
• Proven track record of successfully closing capital raise deals (Seed to Series C / PE rounds).
• Exposure to financial modeling, valuation, and deal negotiations.
• Experience working with startups, venture capital firms, and private equity funds adds strong value.
  

Core Skills Required

• Financial Modeling and Valuation
• Investment Memorandum and Pitch Deck Preparation
• Investor Sourcing and Networking
• Term Sheet Negotiation and Deal Structuring
• Market Research and Strategic Analysis
• Excellent Communication and Presentation Skills
• Understanding of Regulatory Framework (SEBI, FEMA, etc.)
  

Ideal Educational Background

• CA Finalist, CFA, or MBA (Finance)
• Strong academic foundation in Corporate Finance, Accounting, and Capital Markets