Investment Lead

Beacon is building the essential technology infrastructure for the everyday economy. The company acquires, operates, and grows vertical market software companies, niche founder-built businesses serving overlooked industries. Beacon seeks founders who have built their business by understanding their market and prioritizing customers' needs, buys great businesses, invests in their continued growth, and holds them permanently, accelerating growth with an AI-native platform built for vertical market software. Beacon is backed by investors including General Catalyst, Lightspeed, D1 Capital, CPMG, and the family offices of the founders of Stripe, DoorDash, and Ramp, with $550M+ raised to date. Core values: Humility, Honesty, Hunger, and Horizon. The hiring process uses AI-enabled tools to assist with screening and organizing applications, but all decisions are made by humans.

Responsibilities

Sourcing & Selling (10%); Underwriting and Execution (70%); Portfolio Work (20%); Building and scaling our proprietary M&A agents and AI product suite; Collaborate with Beacon's Investment Directors, executive team and value creation team to evaluate and close acquisitions; Lead and manage conversations and relationships with owners, advisors, and bankers; Prepare and analyze financial and non-financial information, valuation, and operational models; Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence, drafting investment memorandums for the Investment Committee and crafting the integration strategy; Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax; Assist in the finance, operations, and integration of newly acquired businesses

Requirements

Strong academic record from a competitive institution with a degree in Business or Finance; A strong understanding of technology and a passion for the software industry; Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting, corporate development, or strategic finance; Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis; Strong ability to synthesize complex systems; Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets; Ability to translate high level objectives into actionable work plans and strategies; High attention to detail, and the ability to manage multiple priorities and meet tight deadlines; Extremely organized; Conduct interactions with a high level of integrity and trust; Advanced written and verbal communication skills; Demonstrated interest in learning about different businesses across diverse industries; Possesses a growth mindset, consistently seeking personal and process improvement; Strong interpersonal skills to build and maintain genuine, long-term relationships

Nice to have

Familiarity with a buy-and-build model; Experience/knowledge in VMS, software, and technology

Benefits

Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs; Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions; Operate in an environment that encourages initiative and rapid development; Strong development of interpersonal and presentation skills; Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm