Role Summary:
The Investment Analyst will play a pivotal role in supporting iCreate s mission of supporting high-potential startups by forming the critical bridge between incubator funding and market VC funding. The role includes mobilising the funnel for deal flow, evaluating deals, validating identified investable opportunities and monitoring invested portfolio companies. The role involves working with market data and people startup teams, leading incubators, investors, and internal teams.
Key Responsibilities:
- Keep an eye on the deal-flow funnel and coordinate the funnel-building outreach activities as and when required.
- Startup Evaluation & Screening:
- Assess business models, scalability, product-market fit, founder and team capabilities.
- Conduct detailed analysis of the startup financials, and traction metrics.
- Conduct thorough market research and competitor analysis.
- Conduct physical verification at startup work and client sites.
- Coordinate visits and validations of relevant industry and domain experts.
- Compile and prepare the Investment Committee dossier for the identified startups.
- Seek, identify and empanel investors and co-investors for the Fund.
- Coordinate the pitch sessions of the approved investee startups to the empanelled investors.
- Coordinate investments from interested investors.
- Due Diligence & Investment Documentation:
- Coordinate due diligence and documentation till investment.
- Prepare and present investment briefs, internal memos, and review reports.
- Ownership, Monitoring & Mentoring Support:
- Ability and disposition to take complete ownership of one or more portfolio startup/s from identification to investment to exit.
- Closely monitor financial and operational performance of portfolio startups, along with monthly and quarterly reporting.
- Facilitate expert mentor interactions with the portfolio startups as and when required.
- Identify opportunities and threats for follow-on support, interventions and partial/ complete exit.
- Networking, Industry Research and Thought Leadership:
- Build and maintain relationships with entrepreneurs, other investors, and key industry players to stay informed on the latest trends and opportunities.
- Stay updated on the latest trends, innovations, and share insights with the investment team and the wider community through thought leadership pieces, presentations, and participation in industry events.
Key Skills & Competencies Required:
- Competence in research, analysis, financial modelling, financial and accounting knowledge.
- Excellent written and verbal communication skills, with the ability to craft persuasive pitch decks and deliver impactful presentations
- Combination of financial, analytical, and interpersonal skills, as well as the ability to work independently and/ or as part of a team.
- Proficiency in MS Office Excel, PowerPoint, Word
- Understanding of startup ecosystem, venture capital, funding instruments and statutory compliances
- Detail-oriented with strong innate desire to take ownership, help and guide the startups.
- Comfortable working in a dynamically evolving entrepreneurial environment.
Qualifications:
- Master s or bachelor s degree
- 2 4 years of relevant experience in investment analysis, venture capital, incubators, or startup advisory roles
- Prior experience evaluating investment-stage startups is highly desirable