Associate Director – Investments

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate new investment prospects from initial contact to non-binding proposal.

• Create investment cases and justify recommendations before the Investment Committee.

• Underwrite transactions and analyze value, risk, and returns.

• Establish deal pricing and structure.

• Oversee transactions from initial call and non-binding offer through LOI, due diligence, SPA, and closing.

• Direct commercial due diligence efforts, including market sizing, competitive analysis, right-to-win assessments, and quality-of-revenue evaluations.

• Construct ARR bridges, cohort and retention analyses, unit economics, scenarios, valuations, and return models.

• Negotiate pricing, structure, and key terms with founders and advisors.

• Manage internal and external financial, tax, legal, technology, product, marketing, and personnel due diligence.

• Represent saas.group to sellers, brokers, and advisors.

• Collaborate with the C-suite, leadership, and post-closing operators.

• Mentor and develop junior team members in a hands-on player-coach role.

⛳️ Requirements

• 6+ years of professional experience post-university, with a proven track record in transactions, strategy, or both.

• Background in a top-tier private equity, strategy consulting, Big Four strategy/deals, corporate development/in-house M&A, or investment banking firm/team.

• Experience in lower mid-market transactions, preferably in software or tech-enabled services, or related strategy/deals/M&A experience.

• Practical deal experience, ideally leading workstreams or acting as the day-to-day deal lead.

• Strong financial modeling and valuation capabilities.

• Experience in developing junior talent.

• Commercial due diligence experience, including market sizing, competitive analysis, customer and expert interviews, and quality-of-revenue assessments.

• Skills in negotiation and stakeholder management with founders, C-suite executives, and advisors.

• Strong project management skills.

• Genuine interest in software and SaaS business models; a software background is preferred but not mandatory.

• Proficient in English, both written and spoken.

• Additional European languages are advantageous.

• Daily use of AI tools, particularly Claude, for research, analysis, modeling, and diligence workflows.

🏝️ Benefits

• 100% remote work with the flexibility to work from anywhere and at any time.

• Flexible time off.

• High autonomy and flexibility in problem-solving.

• Access to a global network of entrepreneurial SaaS professionals for the exchange of ideas, knowledge, learning, and expertise.

• Direct access to the C-suite and Investment Committee.

• Principal-level ownership of deals and capital allocation.

• Exposure to over $50M in annual deal flow across North America and Western Europe.

• Small, friendly, and collaborative team environment.

• Minimal bureaucracy and efficient working practices.