The Ask
About OffDeal
OffDeal is an AI-native investment bank redefining how small businesses are bought and sold. We're building what Goldman Sachs would look like if it launched in 2025 - built for companies up to $100 million in revenue. Backed by Radical Ventures and Y Combinator, we're attacking a $10 trillion SMB market with a proprietary platform that surfaces every credible acquirer, auto-generates pitch decks, CIMs, diligence checklists, and manages the deal end-to-end. By automating the time-consuming grunt work of M&A analysts, our team can serve significantly more clients - and help entrepreneurs realize life-changing exits faster and more affordably. The Role
As an OffDeal Investment Banker you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5. What You'll Do
High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials. Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing. AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours. Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A. A typical month as an OffDeal Investment Banker: Engage with 50-100 qualified business owners Manage 5-10 active sell-side mandates Close 1-2 deals Who We're Looking For
M&A Experience: 2-4+ years in investment banking or private equity from a top firm Financial Acumen: Strong financial literacy (statements, multiples, diligence flows) Communication & Empathy: Elite communicator who can translate complexity for first-time sellers Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment. Educational Background: Bachelor's in Finance, Business, Economics, or related field Why Join OffDeal
OffDeal is growing exceptionally fast and is a leader in AI-enabled services deal volume is compounding every quarter. Work Directly with Founders
Collaborate closely with the CEO and influence both our M&A playbook and product roadmap. High-Impact Role
Your closed deals directly drive revenue and shape our market reputation. Growth Opportunities
This founding seat offers runway to lead an industry vertical or broader M&A function over time. Top-Tier Environment
Medical, dental, vision, unlimited PTO, free lunch and dinner, Equinox memberships, and NYC relocation allowances. In-Person in NYC
Join an energetic office and a passionate team committed to disrupting a trillion-dollar industry. If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.
OffDeal is an AI-native investment bank redefining how small businesses are bought and sold. We're building what Goldman Sachs would look like if it launched in 2025 - built for companies up to $100 million in revenue. Backed by Radical Ventures and Y Combinator, we're attacking a $10 trillion SMB market with a proprietary platform that surfaces every credible acquirer, auto-generates pitch decks, CIMs, diligence checklists, and manages the deal end-to-end. By automating the time-consuming grunt work of M&A analysts, our team can serve significantly more clients - and help entrepreneurs realize life-changing exits faster and more affordably. The Role
As an OffDeal Investment Banker you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5. What You'll Do
High-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials. Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing. AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours. Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A. A typical month as an OffDeal Investment Banker: Engage with 50-100 qualified business owners Manage 5-10 active sell-side mandates Close 1-2 deals Who We're Looking For
M&A Experience: 2-4+ years in investment banking or private equity from a top firm Financial Acumen: Strong financial literacy (statements, multiples, diligence flows) Communication & Empathy: Elite communicator who can translate complexity for first-time sellers Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment. Educational Background: Bachelor's in Finance, Business, Economics, or related field Why Join OffDeal
OffDeal is growing exceptionally fast and is a leader in AI-enabled services deal volume is compounding every quarter. Work Directly with Founders
Collaborate closely with the CEO and influence both our M&A playbook and product roadmap. High-Impact Role
Your closed deals directly drive revenue and shape our market reputation. Growth Opportunities
This founding seat offers runway to lead an industry vertical or broader M&A function over time. Top-Tier Environment
Medical, dental, vision, unlimited PTO, free lunch and dinner, Equinox memberships, and NYC relocation allowances. In-Person in NYC
Join an energetic office and a passionate team committed to disrupting a trillion-dollar industry. If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.