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About the Role

The Capital Formation Associate will support the Capital Formation team in executing Georgian’s fundraising strategy across Growth Funds, Breakout Funds, and SPVs while managing the end-to-end LP journey. This role will translate investment strategy, AI Lab differentiation, and co-investment programs into high conviction narratives for LPs globally, serving as a central point of interaction with sophisticated institutional investors.

Responsibilities

Own the development and ongoing maintenance of core fundraising and IR materials, including LP presentations, Georgian overview materials, DDQs, PPMs, ODDs, and general management of the VDR.
Coordinate across Finance, Legal, and Compliance to ensure all technical fund metrics and governance policies are accurately represented.
Manage the full LP lifecycle using HubSpot, developing 'Pipeline Health' reports to identify bottlenecks and geographic coverage gaps.
Conduct investor research and prospecting to identify and profile potential LPs that align with Georgian's investment thesis.
Prepare detailed briefing materials for senior partners prior to LP meetings.
Collaborate with investment, marketing, compliance, and finance teams to produce quarterly reports and LP Advisory Committee (LPAC) materials.
Implement and leverage AI-driven tools for process and team workflow efficiencies, content development, and pipeline analysis.
Serve as the first point of contact for LP inquiries, owning the IR inbox and partnering cross-functionally to deliver accurate, well-coordinated responses.
Provide occasional support to Georgian’s Strategic Investments team on LP co-invest syndication processes.

Requirements

Independently communicate Georgian’s investment strategy and AI-driven edge to sophisticated institutional LPs.
Demonstrate a deep command of the portfolio by identifying key market trends and financial milestones.
Excel at translating complex, technical business models into compelling narratives for non-technical investors.
Drive measurable improvements in the investor funnel, specifically increasing the conversion rate from 'Introductory Call' to 'Due Diligence'.
Lead the seamless execution of ODD and DDQ workstreams with zero-friction collaboration across Finance and Legal teams.
Ensure the end-to-end management of core materials and fundraising operations meets an institutional standard.
Maintain a 100% 'source of truth' accuracy rate across all LP marketing collateral, VDRs, CRM, and LP reporting.
Demonstrate a genuine passion for software and AI trends, with an eagerness to master complex technical concepts quickly.
Proactively engage with subject matter experts in the AI Lab to stay ahead of market shifts and firm-wide innovations.
Apply a first-principles mindset to evaluate business fundamentals and technical differentiation.
Synthesize deep dive diligence insights and confidently contribute to discussions internally and to sophisticated LPs.

Skills

Excel/Google Sheets (financial modeling/metrics)
PowerPoint/Google Slides
Managing and interpreting large data sets
Data analysis
Data mining
Pattern recognition
AI productivity tools
HubSpot
Deal Cloud
CRM workflows for pipeline tracking

Location

Toronto

Work Type

Hybrid
Global travel (up to 30%)

Experience Level

1–3 years of experience

Education Level

Bachelor’s degree in finance, economics, commerce, or a related field

About the Company

Georgian is a growth equity firm that seeks to invest in B2B technology companies.
We invest in ~6 new companies per year and support our portfolio companies with capital and technical capability.
Georgian has been active in analytics and applied AI since its founding in 2008 and invests across the AI technology stack, from infrastructure and applications to cybersecurity and developer tools.
Georgian's in-house AI Lab of 10+ engineers and scientists assist portfolio companies on production AI deployment.
Georgian's team brings together investors with machine learning professionals, software entrepreneurs and experienced operators aiming to provide a differentiated experience across the investment lifecycle.
The firm manages $5.8B AUM (as of December 31, 2025) and has invested in more than 80 companies.

Equal Opportunity

Georgian is dedicated to building an inclusive environment where everyone can thrive.
We provide reasonable accommodations throughout our recruitment process to ensure every candidate has the opportunity to perform at their best.
Innovation is at our core and we use artificial intelligence (AI) to support parts of our hiring process, such as screening and evaluating applications.
These tools are designed to assist - not replace - human decision making and all final hiring decisions are made by our team.
We regularly review our AI tools to help promote fairness and reduce the risk of unintended bias.