Financial Strategist

7 days ago

Surat, Gujarat, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Key Responsibilities

The ideal candidate will have a strong track record of deal evaluation and investment management, with a focus on identifying high-growth opportunities and executing successful transactions. Key responsibilities include:

  1. Sourcing & Thesis
  • Craft and maintain a quality pipeline across seed/early and later-stage deals.
  • Develop and refresh thematic theses (fintech, SaaS, consumer internet, logistics, AI-enabled ops, etc.).
  • Leverage your network (founders, angels, bankers, accelerators, alumni groups, operators) to find non-obvious opportunities.
Evaluation & IC Prep
  • Run fast screens (team/market/traction/unit economics) and deep dives (market sizing, competition, moat, risks).
  • Build and audit financial models; scenario/cap table simulations; exit pathways.
  • Draft crisp Investment Memos with clear theses, risks, mitigants, and decision checkpoints.
Diligence Leadership (LDD/FDD/Tech/Commercial)
  • Define diligence scope; select/manage external partners for Legal Due Diligence (LDD) and Financial Due Diligence (FDD); commission tech/commercial work as needed.
  • Coordinate data-room requests, red-flag logs, and management Q&A.
Transaction Execution
  • Support term sheet design, valuation rationale, rights, and protections aligned to founder-friendly principles.
  • Coordinate with counsel on definitive docs; ensure clean close checklists and post-close obligations.
Portfolio Support & Follow-ons
  • Onboard each company into our advisor network; drive targeted, time-boxed help (hiring, GTM, ops, partnerships, governance).
  • Track portfolio health (cadenced updates, KPI dashboards, cash runway).

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