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. Underwrite acquisitions”
Industry & Context.
Synthesize complex systems
What They're Looking For.
Must Have
Degree in Business or Finance, Minimum 1-6 years M&A experience, Expertise in building financial models, Proficiency in preparing analysis, Ability to synthesize complex systems, Excellent interpersonal skills, Excellent communication skills, Ability to translate objectives, High attention to detail, Ability to manage multiple priorities, Ability to meet tight deadlines, Extremely organized, High level of integrity, High level of trust, Advanced written communication skills, Advanced verbal communication skills, Demonstrated interest in learning, Interpersonal skills to build relationships
Nice to Have
Understanding of technology, Passion for software industry, Familiarity with buy-and-build model, Experience in VMS, Knowledge in VMS, Experience in software, Knowledge in software, Experience in technology, Knowledge in technology, Possesses a growth mindset
What You'll Do.
Underwrite acquisitions
Perform portfolio work
Scale AI product suite
Evaluate acquisitions
Prepare financial information
Analyze financial information
Prepare valuation models
Analyze valuation models
Prepare operational models
Analyze operational models
Draft investment memorandums
Craft integration strategy
Manage diligence processes
Assist in integration
How You'll Work.
Team & Collaboration
Collaborate with Investment Directors; Collaborate with executive team; Collaborate with value creation team; Engage with internal advisors; Engage with external advisors
Communication Scope
Written communication; Verbal communication; Interpersonal communication
Process & Methodology
M&A process management
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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