Investment Associate

Qrata Pvt. Ltd.; Bengaluru; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Qrata Pvt. Ltd. is seeking an Investment Consultant to join its early-stage investment team.

The role covers the full venture capital lifecycle, from sourcing and due diligence to portfolio management and go-to-market support for portfolio companies. The candidate will evaluate technology-led opportunities, develop investment theses, and coordinate with founders, co-investors, and legal advisors to execute transactions.

Qualifications

• Strong analytical skills with financial modelling, business valuation, market research and investment evaluation.
• Experience preparing financial models, investment memos, research reports, or business plans.
• Ability to analyze business models, competitive positioning, market opportunities, and financial performance.
• Excellent written and verbal communication with structured insights and recommendations.
• Demonstrated interest in startups, entrepreneurship, and venture capital.
• High ownership, intellectual curiosity, attention to detail, and ability to manage multiple opportunities in a fast-paced environment.

Responsibilities

• Deal sourcing and business development across technology-driven sectors.
• Prepare investment memos and recommendations for internal discussions.
• Support term-sheet discussions, deal structuring, and transaction execution.
• Monitor portfolio company performance and assist with fundraising and GTM strategies.
• Track emerging technologies and market developments to inform investment pipeline.

Skills

Deal sourcing

Financial modelling

Investment evaluation

Due diligence

Portfolio management

Market research

Communication

Founders engagement

Education

MBA

CFA

Tools

MS Excel

Job description

Role Overview

The fund is looking for an Investment Consultant to join its early-stage investment team. The role offers exposure to the complete venture capital investment lifecycle, including deal sourcing, business development, investment evaluation, due diligence, investment committee preparation, transaction execution, and portfolio management.

The individual will work closely with the investment team to identify promising founders, evaluate technology-led business opportunities, develop investment theses, and support portfolio companies as they scale.

This is an opportunity for a highly analytical and entrepreneurial professional to work at the intersection of venture capital, technology, and business building.

Key Responsibilities

1. Deal Sourcing and Business Development

• Identify and source early-stage investment opportunities across technology-driven sectors.
• Build relationships with founders, entrepreneurs, co-investors, accelerators, incubators, and other startup ecosystem stakeholders.
• Conduct outbound sourcing and market mapping to identify emerging businesses and promising founders.
• Evaluate companies at the idea, pre-seed, and seed stages, with a focus on differentiated technology, market opportunity, and founder capabilities.
• Develop sector-specific investment theses and identify emerging market trends.

2. Investment Analysis and Due Diligence

• Conduct detailed market research, industry analysis, and competitive landscaping.
• Evaluate business models, market size, customer adoption, revenue potential, unit economics, and scalability.
• Assess founding teams, technical differentiation, product-market fit, and competitive advantages.
• Build financial models, perform valuation analysis, and evaluate investment risks and potential returns.
• Coordinate commercial, financial, operational, and other relevant diligence activities.
• Prepare investment memos and recommendations for internal investment discussions.

3. Investment Committee and Transaction Execution

• Prepare investment presentations, company profiles, financial analyses, and investment committee materials.
• Present investment opportunities, key findings, risks, and recommendations to senior team members.
• Support term-sheet discussions, deal structuring, negotiations, and transaction execution.
• Coordinate with founders, co-investors, legal advisors, and other stakeholders through the investment process.

4. Portfolio Management and Value Creation

• Monitor portfolio company performance, business milestones, financial metrics, and strategic priorities.
• Work with founders on fundraising, go-to-market strategy, business development, and growth initiatives.
• Support portfolio companies in identifying strategic partnerships, customer opportunities, and market expansion possibilities.
• Assist with follow-on fundraising, investor materials, and portfolio performance reporting.
• Identify opportunities to leverage the fund's cross-border network to support portfolio companies' expansion into international markets.

5. Research and Investment Ecosystem Development

• Track emerging technologies, startup trends, funding activity, and sector developments.
• Build relationships across the founder, investor, and technology ecosystem.
• Contribute to investment pipeline reporting, market intelligence, and internal research.
• Support the fund's broader investment activities and strategic initiatives as required.

Required Qualifications and Experience

• 24 years of relevant experience in venture capital, private equity, investment banking, transaction advisory, management consulting, corporate finance, or startup strategy and finance.
• Strong analytical skills and an understanding of financial modelling, business valuation, market research, and investment evaluation.
• Experience preparing financial models, investment presentations, research reports, or business plans.
• Ability to analyse business models, competitive positioning, market opportunities, and financial performance.
• Strong written and verbal communication skills, with the ability to present structured insights and investment recommendations.
• Demonstrated interest in startups, emerging technologies, entrepreneurship, and venture capital.
• High ownership, intellectual curiosity, attention to detail, and the ability to manage multiple opportunities in a fast-paced environment.

Preferred Qualifications

• Prior exposure to early-stage startups, venture capital funds, or startup investment ecosystems.
• Experience in deal sourcing, due diligence, investment memos, valuation, or transaction execution.
• Exposure to technology-led businesses, deep-tech, AI, enterprise software, fintech, healthcare, manufacturing, or consumer technology.
• An MBA, CFA qualification, or relevant finance qualification is an advantage but not mandatory.

Ideal Candidate Profile

The ideal candidate combines strong analytical and commercial thinking with a genuine interest in entrepreneurship and technology. They should be comfortable evaluating early-stage businesses, engaging with founders, identifying differentiated investment opportunities, and supporting companies beyond the initial investment.

Candidates who demonstrate independent thinking, strong research capabilities, founder empathy, and a willingness to work across the complete investment lifecycle will be well suited to this role.