Identify, acquire, manage and exit investments

Find potential investment opportunities

Analysts, Associates, Partners

• Building relationships with investment bankers, brokers, and company owners
• Screening inbound deals
• Attending networking events and conferences

Evaluate, execute, and structure investments

• Analyst / Associate: Financial modeling, due diligence support
• VP / Principal: Oversee deal process, negotiate terms
• Partner / MD: Lead deals, make final investment decisions

• Financial modeling and valuation
• Conducting due diligence
• Drafting investment memos
• Negotiating terms and deal structuring

Improve the value of portfolio companies

Operating Partners, Portfolio Managers, Consultants

• Working with management teams to drive growth and profitability
• Strategic guidance, cost cutting, hiring executives
• Tracking KPIs and financial performance

Raise capital from Limited Partners (LPs) and maintain relationships

IR Managers, Fundraising Specialists, Partners

• Preparing pitch decks and fund documents
• Communicating performance updates to LPs
• Managing data rooms and investor queries

Ensure deals and operations comply with regulations

In-house counsel, Compliance Officers

• Reviewing contracts and structuring entities
• Managing regulatory filings and fund structures

Handle internal finance and LP reporting

CFO, Fund Accountants, Controllers

• NAV calculations, distributions, capital calls
• Fund audits and tax reporting
• Managing cash flows and fund performance data