Beacon

Technology

InvestmentLead

$220–350k ~AI est. San Francisco, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Investment Lead at Beacon. Skills: Deal Execution, M&A, Financial Modeling. Source and sell businesses. Underwrite acquisitions”

Industry & Context.

Technology
Problems you'll solve

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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