Investment Banking Associate

Equity Fundraising Associate (PE/VC) - Kaizen Partners

**Location**: Bengaluru (preferred) | **Work Mode**: On-site (Work From Office) with frequent travel
**Function**: Investment Banking - Equity Capital Advisory
**Reports to**: Vice President - Investment Banking
**Seniority**: Junior (1-4 years relevant experience)

About Kaizen Partners

Kaizen Partners is a global investment banking platform focused on growth-stage capital solutions across India and beyond. We advise founders and boards on equity fundraising (seed to late growth), structured solutions, and strategic financing across fintech/BFSI and adjacent high-growth sectors.

Role Mission

Be the **deal velocity engine** for our equity mandates, source qualified investors, run fast and compliant processes, and convert interest into **signed term sheets**. If you’re well-networked in the equity ecosystem and love the chase, this role is built for you.

What You’ll Do
- **Deal Sourcing & Investor Development**
- Build and maintain a curated network of VC/PE funds, family offices, strategic investors, and venture debt funds with a bias towards the ecosystems.
- **Mandate Execution**
- Create investor longlists/shortlists, outreach cadences, and meeting packs; maintain CRM hygiene (Zoho/HubSpot).
- Draft teasers, investment highlights, and contribute to IMs; maintain data rooms (DocSend/Drive) with version control.
- Drive diligence workstreams: commercial/financial/legal checklists; coordinate with auditors, legal counsel, and company teams.
- Track and close process actions, Q&A logs, follow-ups, site visits, and **term‑sheet negotiation support**.
- **Analytics & Storytelling**
- Build quick financial models (3‑statement, unit economics, cohort views); run comps (trading/transaction) and sanity checks.
- Convert raw data into sharp investor narratives and crisp board updates.
- **Market Intelligence**
- Monitor sector flows, fund theses, and recent transactions; publish internal notes on who is investing in what and why.
- **Compliance & Process Rigor**
- Uphold confidentiality, NDAs, MNPI controls; ensure materials align with applicable SEBI/Companies Act norms and best practices.

What Success Looks Like (30/60/90 Days)
- **30 Days**: Live work on 2-3 mandates; investor map ready for each; ≥90% CRM hygiene; first wave of warm connects scheduled.
- **60 Days**: 20-30 qualified investor interactions/month; repeat engagement on top 10 funds; IM/teaser quality passes senior review with mínimal edits.
- **90 Days**: ≥1-2 advanced diligences running; visible TS pipeline progress; founder and investor feedback consistently “strong”.
- Specific numeric targets/quotas will be finalized during onboarding based on active mandates and cycle timing._

Core KPIs
- **Qualified investor meetings/month** (warm + targeted cold)
- **Shortlist to first‑meeting conversion %** and **first‑meeting to diligence %**
- **Term sheets in pipeline/quarter** and **time‑to‑TS**
- **CRM discipline**: follow‑up SLAs, note quality, data room accuracy
- **Quality of outputs**: teaser/IM score (internal rubric), founder/investor satisfaction

Must‑Have Qualifications
- **1-4 years** in equity fundraising, IB/ECM, VC/PE, or startup investor relations, with **hands-on deal execution** exposure.
- Demonstrated **network depth** with VCs/PEs/family offices; ability to secure meetings via warm intros.
- Strong financial modelling fundamentals; comfort with market sizing, unit economics, and valuation triangulation.
- Tools: Excel/PowerPoint, Google Suite, CRM (Zoho/HubSpot), DocSend/Drive; bonus for Pitchbook/Tracxn/Venture Intelligence/CapitalIQ.

Good‑to‑Have
- Sector familiarity in **fintech/BFSI**, consumer internet, SaaS, climate/EV, or healthcare.
- Kannada/Hindi/English fluency (for Bengaluru ecosystem work); Marathi for Mumbai is a plus.
- MBA/CA/CFA (L1+) or top-tier undergrad with strong internships.

Who You Are (Traits)
- **Relentlessly proactive**: high‑velocity outreach, structured follow-ups, and “no‑pendency” discipline.
- **Commercially sharp**: connects investor theses to mandate narratives instantly.
- **Detail‑obsessed**: immaculate data rooms, watertight trackers, and audit‑clean notes.
- **Calm under fire**: thrives in live deals, senior‑stakeholder rooms, and tight timelines.
- **Team player**: communicates clearly with founders, seniors, and cross-functional partners.

Work Model & Travel
- **On‑site** (Bengaluru preferred; Mumbai considered). Travel across Bengaluru/Mumbai/Delhi, and other hubs as needed; extended hours during live processes.

Compensation & Growth
- Competitive fixed + performance bonus tied to **TS/mandate milestones and execution quality**.
- Fast‑track path to Senior Associate for consistent outperformance.

How to Apply

**“Equity Fundraising Associate | BLR/Mumbai | ”**. Attach your CV and a one‑pager covering:
1. Notable investor relationships and recent interactions

2. Mandates you’ve supported (stage/size/sector)

3. A sample longlist