Ventures Fellow

RESULTS STATEMENT this position is accountable for producing the following results:

1. Supporting Goals and Objectives of the First Rate Ventures strategy to generate revenue accretive growth through Strategic investment activity during a 9-12 month fellowship.

STRATEGIC WORK

1. Participate diligence process on potential CVC and Acquisition deals including financial analysis, pro-forma, 5-year cap table, go to market fit analysis, competitive analysis.
2. Participate in Ventures marketing and lead generation operations.
3. Screen Venture Funding pitch meetings and give feedback and process next steps post-meeting
4. Synthesize investment opportunities against First Rate Product and Services capabilities, weaknesses and strengths. Develop investment thesis that promotes First Rate strategic objectives.
5. Identify and analyze future disruptive technologies, business models and industry trends.
6. Attend Industry and Investment related events, demo days and pitches.

TACTICAL WORK

1. Assist with data entry on opportunities deal pipeline via CRM, databases and reports
2. Perform FP&A analysis and scenarios for acquisition targets, investment portfolio, merger model and capital deployment projections.
3. Lead Research on potential companies, regions or industries
4. Monitoring existing portfolio company performance and benchmarking their results.
5. Monitoring acquired assets and companies against strategic goals and objectives and reporting to the IMOG committees.
6. Participate in due diligence process on acquisitions and investments.
7. Assist in integration planning and development of post-acquisition integration plans.
8. Communicate with internal/external stakeholders throughout diligence stage.
9. Cleanup or update data in Vantage CRM and SalesForce as requested, enter new data as needed.
10. Weekly 1:1 with MD
11. Coach and work with Ventures Interns.
12. Collaborate with Principle and Associate on joint projects, tasks and deliverables.

STANDARDS:

Position Specific Standards:

1. Think and Act Like an Owner – If this was your money, would you invest it in the deals we are looking at?
2. Sweep the Floor – Be ready to do whatever tasks it takes to get the job done.
3. Be Curious – Be open to new ideas and paradigms
4. Engage – We expect you to take a point of view on companies, trends, opportunities and engage with the team.

REQUIREMENTS:

1. Comfortable using AI tools to assist in analysis
2. Experience analyzing Financials, Income Statements, Balance Sheet and Cap Tables
3. Knowledge of FP&A, constructing pro Formas and financial projections
4. Currently Pursuing MBA Preferred