
Website Lumikai
Backing Extraordinary Change-Makers
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
· Portfolio related research
Marketing & Presentation Materials
Assemble and create external-facing materials for key stakeholders
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
· Assist in quarterly LP reporting
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
Desired Skills and Experience
Required Experience, Attributes & Skills
· 1-3 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
· Passion for new technology with a curiosity and interest in interactive media
· 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 prioritization
· 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
· Desire to work in a cutting edge, fast moving and dynamic industry
· Excellent data analysis and visualization skills
· Excellent presentation and communication skills
Favorable Attributes & Skills
· Previous transaction experience
· Well versed with legal documents including deal documentation
Join our community of VCs/Investors here – https://nas.io/tsw-ecosystem-community
To apply for this job please visit form.jotform.com.