Beacon
Technology
InvestmentLead
Neural analysis suggests this role is
optimal for Lead candidates.
“Investment Lead at Beacon. Skills: Deal Execution, M&A, Financial Modeling. Source and sell businesses. Underwrite acquisitions”
Industry & Context.
Synthesize complex systems
What They're Looking For.
Must Have
Degree in Business or Finance, 1-6 years M&A experience, Expertise in building financial models
Nice to Have
Familiarity with buy-and-build model, Experience in VMS, Software industry experience, Technology industry experience
What You'll Do.
Source and sell businesses
Underwrite acquisitions
Scale AI product suite
Evaluate acquisitions
Lead owner conversations
Manage advisor relationships
Manage banker relationships
Prepare financial information
Analyze financial information
Prepare valuation models
Analyze valuation models
Prepare operational models
Analyze operational models
Conduct financial diligence
Conduct sales diligence
Conduct marketing diligence
Conduct operational diligence
Draft investment memorandums
Craft integration strategy
Manage diligence processes
Engage legal advisors
Engage technology advisors
Assist finance integration
Assist operations integration
Assist integration of acquired businesses
How You'll Work.
Team & Collaboration
Investment Directors; Executive team; Value creation team; Internal advisors; External advisors
Communication Scope
Interpersonal skills; Communication skills; Written communication; Verbal communication; Presentation skills
Process & Methodology
Action plans, Strategies
Full Job Description
Beacon https://beaconsoftware.com is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind. We acquire, operate, and grow vertical market software companies — niche, founder-built businesses serving industries that are often overlooked and too profitable to ignore. Our model is simple: we seek out founders who have built their business by spending years understanding their market and prioritizing their customers' specific needs. We buy great businesses, invest in their continued growth, and hold them permanently — accelerating that growth with an AI-native platform built specifically for vertical market software. No mandate to cut, flip, or roll up into something unrecognizable. We are not a financial firm. We are technology entrepreneurs and operators who believe the most important businesses in the world are already running quietly in industries most people never think about. Our job is to find them, support the people who built them, and make them better. Beacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game. RESPONSIBILITIES Deal Execution - Start to Finish At Beacon the investment process will provide you exposure to three parts of being an investor: 1. Sourcing & Selling (10%) 2. Underwriting and Execution (70%) 3. Portfolio Work (20%) The other main functions of the role include: - 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 o
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