Investment Lead — AI-Driven M&A & Growth

Beacon Software; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Mentorship from entrepreneurs

Direct work with Silicon Valley teams

Long-term buy/hold private equity vibe

Job summary

Beacon Software in San Francisco builds AI-native, vertical market software platforms and acquires, operates, and grows niche businesses. The Investment team leads sourcing, underwriting, and portfolio work across three core areas: sourcing & selling, underwriting and execution, and portfolio management.

As an Investment Associate, you will drive deal execution end-to-end, collaborate with executives, and build financial models and diligence materials to support acquisitions and integrations.

Qualifications

• Degree in finance, business, or related field.
• Strong understanding of technology and software industries.
• 1–6 years in M&A, private equity, or related finance roles.
• Familiarity with buy-and-build models and software/tech knowledge a plus.
• Expertise in building financial models and structured analyses.

Responsibilities

• Lead conversations with owners, advisors, and bankers to source and close deals.
• Drive due diligence: financial, sales, marketing, and operations.
• Prepare investment memorandums for committees and plan integration strategies.
• Manage diligence with internal/external teams across legal, HR, and tax.
• Collaborate with Investment Directors and exec teams on value creation.
• Assist in finance, operations, and integration of acquired businesses.

Skills

M&A experience

Financial modeling

Interpersonal skills

Communication

Attention to detail

Education

Finance or Business degree

Tools

Excel

PowerPoint

Valuation software

Job description

Beacon Software in San Francisco builds AI-native, vertical market software platforms and acquires, operates, and grows niche businesses. The Investment team leads sourcing, underwriting, and portfolio work across three core areas: sourcing & selling, underwriting and execution, and portfolio management.

As an Investment Associate, you will drive deal execution end-to-end, collaborate with executives, and build financial models and diligence materials to support acquisitions and integrations.