Investment Director at Beacon Holdings | CA | Rezi

Investment Director at Beacon Holdings

Investment Director

Beacon Holdings · CA

6 days ago

Investment Director

Beacon Holdings · CA

7 days ago
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About the Role

Beacon is building the essential technology infrastructure for the everyday economy by acquiring, operating, and growing vertical market software companies. We invest in founder-built businesses, accelerate their growth with an AI-native platform, and hold them permanently.

Responsibilities

  • Oversee the financial, operational, commercial, product, and technical diligence process with full autonomy.
  • Manage relationships with software company founders, entrepreneurs, and other stakeholders.
  • Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies.
  • Assist in the finance, operations, and integration of newly acquired businesses.
  • Build and scale proprietary M&A agents and AI product suite.
  • Collaborate with leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan.
  • Present acquisition opportunities and recommendations to leadership, providing detailed financial models and analysis.
  • Source and sell opportunities.
  • Underwrite and execute deals.
  • Engage in portfolio work.

Requirements

  • 6+ years of experience in mergers and acquisitions, private equity, investment banking, corporate development, or strategic finance.
  • Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration.
  • Comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously.
  • Strong academic record from a competitive institution with a degree in Business or Finance.
  • Ability to synthesize complex systems.
  • Excellent interpersonal and communication skills to interact with stakeholders at all levels.
  • Ability to translate high-level objectives into actionable work plans and strategies.
  • High attention to detail, and the ability to manage multiple priorities and meet tight deadlines.
  • Extremely organized.
  • Conduct interactions with a high level of integrity and trust.
  • Possesses a growth mindset, consistently seeking personal and process improvement.
  • Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.

Skills

  • M&A
  • Private Equity
  • Investment Banking
  • Corporate Development
  • Strategic Finance
  • Financial Modeling
  • Deal Execution
  • Diligence
  • Stakeholder Management
  • AI
  • Technology
  • Communication
  • Interpersonal Skills
  • Strategic Thinking

Experience Level

  • 6+ years

Education Level

  • Degree in Business or Finance

Benefits

  • Demonstrated interest in learning about different businesses across diverse industries.
  • Learn directly from entrepreneurs who have scaled businesses from seed-to-$10B+ IPOs.
  • Work directly with Silicon Valley product and engineering teams to perform diligence and underwrite technology driven value creation streams with potential acquisitions.
  • Operate in an environment that encourages initiative and rapid development.
  • Strong development of interpersonal and presentation skills.
  • Unique work environment which combines a high growth technology startup and a long term buy/hold private equity investment firm.

About the Company

  • Beacon is building the essential technology infrastructure for the everyday economy: the businesses, organizations, and services that make real life work, and that mainstream tech has largely left behind.
  • We acquire, operate, and grow vertical market software companies — niche, founder-built businesses serving industries that are often overlooked and too profitable to ignore.
  • Our model is simple: we seek out founders who have built their business by spending years understanding their market and prioritizing their customers' specific needs.
  • We buy great businesses, invest in their continued growth, and hold them permanently — accelerating that growth with an AI-native platform built specifically for vertical market software.
  • No mandate to cut, flip, or roll up into something unrecognizable.
  • We are not a financial firm. We are technology entrepreneurs and operators who believe the most important businesses in the world are already running quietly in industries most people never think about.
  • Our job is to find them, support the people who built them, and make them better.
  • Beacon is backed by a diverse base of investors, with $550M+ raised to date, including General Catalyst, Lightspeed, D1 Capital, CPMG, the family offices of the founders of Stripe, DoorDash, and Ramp, and evergreen funds built for the long game.
  • Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time.
  • Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant.
  • Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected.
  • Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth.

Equal Opportunity

  • To ensure transparency, we want candidates to know that Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.
  • AI does not make hiring decisions: Every application is reviewed by a member of our team, and all decisions throughout the process are made by humans. We use AI to support efficiency and consistency, not to replace human judgment. We are committed to a fair, thoughtful, and equitable experience for every candidate.