Investment Director

Beacon Software • San Francisco, CA

19h

About The Position

Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind. We acquire, operate, and grow vertical market software companies — niche, founder-built businesses serving industries that are often overlooked and too profitable to ignore. Our model is simple: we seek out founders who have built their business by spending years understanding their market and prioritizing their customers' specific needs. We buy great businesses, invest in their continued growth, and hold them permanently — accelerating that growth with an AI-native platform built specifically for vertical market software. No mandate to cut, flip, or roll up into something unrecognizable. We are not a financial firm. We are technology entrepreneurs and operators who believe the most important businesses in the world are already running quietly in industries most people never think about. Our job is to find them, support the people who built them, and make them better. Beacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game.

Requirements

• Seasoned M&A and / or investment professional with 6+ years of experience in mergers and acquisitions, private equity, investment banking, corporate development or strategic finance.
• Strategic thinker who can identify growth opportunities and contribute to Beacon’s long-term vision of building a generational software holding company.
• Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration.
• Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously.
• Strong academic record from a competitive institution with a degree in Business or Finance.
• Deep interest in technology and learning about different businesses across diverse industries.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills to be able 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 attention 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.
• Possesses a growth mindset, consistently seeking personal and process improvement.

Nice To Haves

• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.

Responsibilities

• Deal Execution - Start to Finish
• Sourcing & Selling (15%)
• Underwriting and Execution (70%)
• Portfolio Work (15%)
• Building and scaling our proprietary M&A agents and AI product suite
• Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan.
• Present acquisition opportunities and recommendations to Beacon’s leadership, providing detailed financial models and analysis to support your recommendations.
• Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy.
• Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process.
• Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies.
• Assist in the finance, operations, and integration of newly acquired businesses.

Benefits

• Demonstrated interest in learning about different businesses across diverse industries.
• Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
• Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
• Operate in an environment that encourages initiative and rapid development.
• Strong development of interpersonal and presentation skills
• Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior