Logo
Beacon Software

Investment Lead

Beacon Software, San Francisco, California, United States, 94199

Save Job

Beacon Software is a permanent capital holding company that acquires and grows essential businesses. We are a profitable Series‑B+ firm with a strong technology and M&A focus, supported by tier‑1 venture capital and top founders. We are expanding our team in Toronto, San Francisco, and New York.

Apply below.

Responsibilities

Deal Execution – Start to Finish

Work across the investment process: Sourcing & Selling (5%), Underwriting & Execution (75%), Governance/Monitoring/Portfolio Work (20%)

Collaborate with Investment Directors, the executive team, and the 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, valuations, and operational models.

Drive the entire M&A process, including detailed diligence, drafting investment memorandums for the Investment Committee, and crafting integration strategy.

Manage diligence processes and engage with internal and external advisors across legal, technology, HR, and tax.

Assist in the finance, operations, and integration of newly acquired businesses.

Qualifications

Strong academic record from a competitive institution, with a degree in Business or Finance.

A strong understanding of technology and a passion for the software industry.

Minimum 1–6 years of M&A experience in private equity, investment banking, consulting corporate development, or a software‑specific industry.

Familiarity with a buy‑and‑build model; experience or knowledge in VMS, software, and technology is a plus.

Expertise in building financial models and proficiency in preparing thoughtfully structured analysis.

Strong ability to synthesize complex systems.

Excellent interpersonal and communication skills to interact with stakeholders at all levels of the company and targets.

Ability to translate high‑level objectives into actionable work plans and strategies.

High to detail and the ability to manage multiple priorities and meet tight deadlines.

Extremely organized.

Conduct interactions with a high level of integrity and trust.

Advanced written and verbal communication skills.

Demonstrated interest in learning about different businesses across diverse industries.

Possesses a growth mindset, consistently seeking personal and process improvement.

What You Will Get From Beacon

Dedicated mentor

Opportunity to learn from entrepreneurs who have scaled businesses from seed to $10B+ IPOs.

Work directly with Silicon Valley product and engineering teams performing diligence and underwriting tech‑driven value‑creation streams.

Operate in an environment that encourages initiative and rapid development.

Strong development of interpersonal and presentation skills.

Unique work environment combining a high‑growth tech startup and a long‑term private equity investment firm.

Our Values at Beacon

Humility:

We acknowledge that the path to the right answer involves being wrong along the way. We hold our strongly held beliefs weakly and actively seek new ideas.

Honesty:

We are truth‑seeking in our approach to business problems and believe human relationships generate alpha.

Hunger:

We play to win and set high standards, taking responsibility for ourselves, each other, partners, and customers.

Horizon:

We aim to build a generational software company, managing expectations to benefit from compounding growth.

Seniority level:

Mid‑Senior level

> Employment type:

Full‑time Job function:

Finance and Sales

Industries:

Software Development

Location:

San Francisco, CA

$85,000.00–$135,000.00

#J-18808-Ljbffr