Investment Director

Beacon Software is a permanent capital holding company that acquires and grows essential businesses. The Investment Director will oversee the entire investment process, including sourcing, underwriting, and managing portfolio work, while collaborating with leadership to shape investment strategies and ensure successful integration of acquired companies.

Responsibilities:

• Deal Execution - Start to Finish
• Sourcing & Selling (15%)
• Underwriting and Execution (70%)
• Portfolio Work (15%)
• Building and scaling our proprietary M&A agents and AI product suite
• Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan
• Present acquisition opportunities and recommendations to Beacon’s leadership, providing detailed financial models and analysis to support your recommendations
• Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy
• Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process
• 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