About the Role
Artificial intelligence is reshaping industries, creating significant investment opportunities. As Partner, AI & Growth Investments, you will lead InvestX's AI investment strategy, sourcing and evaluating Series B through pre-IPO companies. You will be a voting member of the Investment Committee, contributing disciplined judgment and shaping portfolio construction. This role involves strengthening the investment platform, expanding our AI ecosystem presence, and contributing to the growth of a leading private markets firm.
Responsibilities
- Lead InvestX's AI and growth technology investment strategy, identifying emerging trends, sectors, and investment themes.
- Source proprietary investment opportunities across Series B through pre-IPO companies within artificial intelligence, physical ai, enterprise software, infrastructure, robotics, automation, and adjacent technology sectors.
- Build and maintain trusted relationships with founders, venture capital firms, growth equity investors, investment banks, secondary market participants, and strategic partners.
- Represent InvestX within the broader venture and private markets ecosystem, expanding the firm's access to high-quality investment opportunities.
- Independently lead the end-to-end investment process, including sourcing, diligence, underwriting, negotiation, and execution.
- Conduct rigorous commercial, financial, operational, technical, and competitive diligence to evaluate investment opportunities.
- Develop sophisticated financial models, valuation analyses, downside scenarios, and return frameworks.
- Prepare investment memoranda and present recommendations with conviction to the Investment Committee.
- Lead negotiations relating to pricing, allocations, information rights, and transaction terms.
- Serve as a full voting member of the Investment Committee, providing independent investment judgment and contributing to disciplined decision-making.
- Challenge assumptions, assess risks, and provide balanced perspectives to strengthen investment outcomes.
- Help shape portfolio construction, capital allocation, and long-term investment strategies across the firm.
- Monitor portfolio company performance against investment theses, identifying opportunities, risks, and value creation initiatives.
- Evaluate follow-on investment opportunities, liquidity events, valuation changes, and evolving market dynamics.
- Build trusted relationships with portfolio company leadership teams, investors, and strategic stakeholders to support long-term success where appropriate.
- Contribute to the continued growth and evolution of InvestX's investment platform, processes, and investment frameworks.
- Mentor and support junior investment professionals, fostering a culture of intellectual curiosity, collaboration, and high performance.
- Represent InvestX in discussions with institutional investors, advisors, and wealth partners, providing thought leadership and investment credibility.
Requirements
- 12–20 years of investment and/or operating experience.
- 7–10+ years investing in technology growth companies.
- Direct experience leading Series B through pre-IPO investments.
- Demonstrated AI, enterprise software, infrastructure, robotics, or automation investing experience.
- Strong sourcing network across Silicon Valley, New York, and the broader private capital ecosystem.
- Track record of independently originating, leading, and closing investments.
- Demonstrated ability to operate independently in a fast-paced, entrepreneurial investment environment.
Skills
- Artificial intelligence
- Physical AI
- Enterprise software
- Infrastructure
- Robotics
- Automation
- Financial modeling
- Valuation analysis
- Investment strategy
- Deal sourcing
- Due diligence
- Negotiation
- Portfolio management
Location
- San Francisco, CA
- New York
Work Type
- Remote
- Hybrid
Experience Level
- 12-20 years of investment and/or operating experience
- 7-10+ years investing in technology growth companies
- Series B through pre-IPO investment experience
Salary/Compensations
- $225,000-$275,000 USD base
Benefits
- Carry and incentive plan
- Comprehensive Health & Benefit plan
About the Company
- InvestX launched in 2014 is a late-stage venture fund investing out of Fund 5.
- Over US$700 million in investments and 35+ portfolio companies including Palantir, Anthropic, SpaceX, Airbnb, SoFi, Spotify, DocuSign, and many more.
- Works with leading North American wealth management firms and family office clients to offer multi-position and single purpose funds.
- Backed by leading financial institutions Jefferies, Virtu Financial, and Canaccord Genuity.
- Featured in CNBC, Forbes, Bloomberg, U.S. News, Business Insider, Reuters, The Globe and Mail, and many other publications.
Equal Opportunity
- InvestX welcomes applications from all qualified candidates, including women, persons with disabilities, aboriginal peoples, indigenous peoples, visible minorities, race, colour, religion, sex, sexual orientation, gender identity, or national origin.
- Reasonable accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
