Investment Associate

Recur Software Technologies, Inc.; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Recur Software Technologies, Inc. is seeking an Investment Associate to join our founding team. You will source and acquire software companies, partnering with founders and shaping growth through disciplined M&A work.

Based in Chicago or New York (or willing to relocate), you’ll build a world-class sourcing engine, run multi-channel outreach, analyze SaaS metrics, and contribute to live deals with the deal team. This is a hands-on, entrepreneurial role with meaningful equity upside.

Qualifications

• 1–4 years of experience in growth equity, private equity, banking, or consulting.
• Exceptional communication skills and ability to build rapport with founders.
• Builder's mindset with grit, resourcefulness and ambition.
• High attention to detail and strong organizational chops.
• Fast learner in a scrappy, high-velocity environment.

Responsibilities

• Run multi-channel outreach to connect with founders.
• Build genuine relationships and keep founders excited to hear from you again.
• Analyze company performance and key SaaS metrics to qualify opportunities.
• Nurture founder conversations over months or years, even when they're not ready to sell.
• Keep our CRM sharp, clean, and insightful - turning data into action.
• Work with the M&A deal team to diligence live deals and build financial models.

Skills

Communication

Relationship-building

Detail-oriented

Fast learner

Target-driven

Job description

We're building a private equity platform for the AI era. We acquire mission-critical vertical SaaS companies ($1-10M ARR) and transform them using AI and modern technology. We're a team of former investors from Accel, backed by some of the world's leading technology investors including Reef Pass, Prosus Ventures, Accel, and the founders of Mainsail and TCV. We've raised >$50M and acquired four companies in less than nine months.

Role Overview

We're looking for a driven Investment Associate to join our founding team and help us source and acquire exceptional software companies. This isn't just about spreadsheets and outreach - it's about becoming a trusted partner to founders, spotting diamonds in the rough, and shaping the growth of companies that power the world's industries. You'll help us build a world-class sourcing engine while learning the craft of M&A from an experienced team.

What You'll Do

• Run creative, multi-channel outreach (email, phone, LinkedIn) to connect with founders
• Build genuine relationships - you know how to listen, ask the right questions, and leave people excited to hear from you again
• Analyze company performance and key SaaS metrics to qualify opportunities
• Nurture founder conversations over months (and years), even when they're not ready to sell
• Keep our CRM sharp, clean, and insightful - turning data into action
• Work as part of our M&A deal team to diligence live deals and build financial models

What We're Looking For

• 1-4 years of experience in growth equity, private equity, banking, or consulting
• Exceptional communication skills - you're natural, confident, and know how to build rapport
• A builder's mindset: gritty, resourceful, and energized by hitting ambitious targets
• High attention to detail and strong organizational chops
• A fast learner who thrives in a scrappy, high-velocity environment

Why Join Us?

This is a unique opportunity to help build the future of software private equity. You'll work directly with the founders, gain hands-on M&A experience, and learn what good looks like in software investing. If you want to combine investing, relationship-building, and entrepreneurship - this is the role.

Location

Based in Chicago or New York, or willing to relocate.

Compensation

Competitive salary and bonus, depending on experience.