Venture Capital Job – Investment Analyst – Lumikai Fund

Job Role Specification

We are now seeking an Investment Analyst to work very closely with the investment team to curate deal-flow, create research documents, craft investment thesis, evaluate inbound investment opportunities, assist in managing the team’s deal-flow pipeline, support portfolio companies with analysis, and construct quarterly reports for Lumikai’s limited partners (LPs) covering fund and portfolio performance.

So if you like start-up style execution, autonomy, independence and ownership, this is the right fit for you!

Job Profile:

The role is broad-based, highly knowledge oriented, and deal-focused. Your role will give you complete exposure to the end-to-end dealflow process, the ability to craft independent theses, assist in developing proprietary research and conceive thought leadership.

Deal-flow

· Sourcing deal-flow, evaluating pitches and manage the deal-flow process

Deal Sourcing

· Proactively source potential deals from databases/platforms/public domain, including Appstore research/Steam, Angelist/Linkedin/Tracxn/ProductHunt, Inc 42/Entrackr/ Your Story, and Twitter/Reddit

· Enable rapid deal-sourcing at incorporation/pre-announcement stage

· Build ecosystem connections to enable dealflow referrals

· Be entrenched in the start-up landscape to identify early stage/stealth founders

· Deal-flow Process Management

· Ensure deal-flow trackers are up-to-date and correctly populated

· Track inactivity and manage follow-ups with deal-flow companies

Pitch Evaluation & Screening

· Evaluate funding pitches and categorise appropriately

· Follow-up on interesting opportunities and build investment cases for presentation to the wider team

IC Memo & Deal Diligence

· Undertaking commercial and product diligence on deep dive deals

· Creation of IC notes and investment memos for successful deals

· Management of IC process

Transaction Support

· Following investment processes and checklists during diligence and transaction phase

· Supporting investment team on new deals and portfolio follow-ons

· Liasoning with legal and financial diligence team during transactions

· Providing requisite transaction support to deal leads to ensure timely and error-free closure of transactions

Industry Research & Investment Theses

Ad-hoc and periodic analysis of the gaming and new media landscapes, funding environment, and new technologies

Games Landscape

· Macroeconomic industry analysis and white-space identification

· Acquisition/exit case studies

· Investment category deep-dives

 Investment Landscape

· Evaluate global and domestic investment trends to inform Lumikai’s investment behaviour

· Monitor M&A landscape/exit trackers

· Tracking company valuations and mapping overall valuation trends within the sector and broader ecosystem

Proprietary Research

Be able to independently undertake research and provide assistance on State of India Gaming — Lumikai’s flagship annual research report, deal-flow related specific research, and portfolio related research

Marketing & Presentation Materials

Assemble and create external-facing materials for key stakeholders

Lumikai Panorama

“Panorama” is our in-house, proprietary newsletter circulated monthly to our to our select global network and LP base.

Contribute original analysis

Collate key highlights of India’s interactive industry and portfolio news

Investment thesis

Create presentation materials and blog posts to validate/discount investment hypotheses from:

·  Existing data/analysis

·  Own proprietary research

Marketing & Fundraising

Construct marketing materials (presentations, graphics) pertinent to Lumikai’s portfolio, investment performance and outlook to aid in future fundraising, where required

Portfolio Assistance

· Assist in the operational requirements of the fund and its portfolio companies

· Analytical Support

On an ad-hoc basis, provide additional analytical/operational support to our portfolio companies:

·   Market & competitor research

·   Product overviews

·   Assistance in recruitment and identification of talent

·   Assistance in fundraising, helping craft fundraising story and materials

·   Modelling follow-on scenarios

·   Reviewing monthly portfolio MIS’s

 LP Reporting

· Assist the investment team in LP deliverables

Assistance in quarterly reporting to Lumikai LPs

· Providing assistance to deal flow team on resolving investor queries and LP research requests

Desired Skills and Experience:

Required Experience, Attributes & Skills

· Passion for gaming, media, and new technology

· A curious mind and constant learning mindset

· Complete owner mindset

· Meticulous, with extreme attention to detail

· Desire to punch above their weight

· Laser focus and ruthless prioritisation

· High deadline adherence

· Exceptional analytical/quantitative capabilities

· Comfortable in small teams and high-pressure situations

· Ability to own mistakes and course correct

· Strong research skills and going beyond the obvious

· 1-2 years of venture capital experience or previous corporate finance experience within a top-tier investment bank, strategic consulting firm or corporate strategy team of a comparable strategic player

· Desire to work in a cutting edge, fast moving and dynamic industry

· Excellent data analysis and visualisation skills

· Excellent presentation and communication skills

 Favourable Attributes & Skills

· Previous transaction experience

· Well versed with legal documents including deal documentation