Capwise Financial Services Private Limited | Full time
Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.
Job Description
Weare seeking an experienced VP / SVP to join our Startup Debt team, coveringventure debt, structured credit, working-capital and growth-debt financing forhigh-growth startups and new-economy businesses. This is anorigination-and-execution role. You will build and convert your own pipeline ofdebt mandates, structure and price transactions, and be accountable fordelivery and successful closure of deals against agreed revenue and originationtargets.
You will own your debt mandates end toend: cultivating relationships with founders, CFOs, and financial sponsors, aswell as the lender and investor community (banks, NBFCs, venture-debt funds,and credit funds); converting opportunities into signed mandates oncommercially attractive terms; and driving execution through to disbursementand closing, supported by Capwise's broader platform, central originationnetwork, and execution capabilities.
Key Responsibilities
1. Origination & Business Development
- Revenue & Target Ownership: Carry anddeliver an annual fee-revenue and origination target for the startup-debtpractice, managing your pipeline coverage and reporting performance andforecasts to the team's leadership.
- Origination & Pipeline: Build and own aproprietary pipeline of startups, founders, CFOs, VC/PE sponsors, and lendersacross the new-economy space, supplemented by the firm's central network andbalance sheet.
- Pitch to Win: Lead pitches and lender processes,presenting deep debt-market insight and bespoke financing structures thatconvert prospects into signed mandates.
- MandateStructuring: Draft, negotiate, and finalize Mandate Letters, EngagementAgreements, and fee structures, pricing mandates to protect the practice'smargin and the commercial interests of the firm.
2. Transaction Oversight & Delivery
- TransactionManagement: Drive delivery across the entire lifecycle of debt transactions -venture debt, structured credit, and working-capital and growth-debt facilities- from mandate through to disbursement.
- FinancialModeling & Structuring: Supervise the creation of financial models,debt-sizing and cash-flow analyses, covenant design, and repayment and returnsstructures that balance client needs with lender risk appetite.
- CollateralPreparation: Ensure the highest-quality production of pitch books, lenderpresentations, Information Memorandums, Teasers, and financing proposals.
- Data RoomManagement: Oversee Virtual Data Rooms (VDR), managing the flow of informationbetween clients, lenders, and investors.
- DueDiligence Coordination: Lead the financial, legal, tax, and business duediligence processes with clients and lenders, actively resolving deal-breakersand bottlenecks.
- DefinitiveDocumentation: Collaborate with legal counsels to negotiate and finalize TermSheets, Facility and Loan Agreements, Debenture / NCD documentation, Securityand Inter-creditor Agreements, and other definitive financing documents.
4. Team Leadership & Stakeholder Management
- Team Leadership: Manage, mentor, andmaximize the utilization and productivity of the Associates and Analystssupporting the Startup Debt team, reviewing their work and developing theircapabilities.
- Client & Lender Management: Act as a trusted advisor to founders, CFOs, boards,and promoters across the full relationship lifecycle, and maintain strongrelationships across the lender and investor community, deepening wallet shareand building a durable, repeat client base.
Requirements
Qualifications & Experience
- Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFAcharterholder.
- Experience:8-12 years of core investment banking, debt advisory, or lending experiencewithin a reputed IB firm, bank, NBFC, venture-debt or credit fund, or boutiqueadvisory house, including meaningful exposure to startup and new-economyclients.
- TrackRecord: A proven history of successfully structuring and closing debttransactions (venture debt, structured credit, and working-capital orgrowth-debt facilities). Must be able to demonstrate a list of closed deals,together with evidence of personally originated revenue and mandates.
- SectorExpertise: Strong understanding of startup financing and debt markets acrosssectors, familiarity with the relevant lending and regulatory regime, andactive networks among banks, NBFCs, venture-debt and credit funds, VC/PEsponsors, and founder communities.
- Skills:Proven business-development and client-origination ability, strong commercialjudgment (pricing, structuring, risk assessment), excellent negotiation skills,a strong understanding of debt documentation and deal structures, and sharpanalytical acumen.