Role & Responsibilities
About the Role:
We are seeking a highly driven and strategic Manager - Investment (Startup Fundraising) to lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking ability to achieve AUM growth and revenue targets. The ideal candidate will have proven experience in capital raising, managing HNIs/Family Offices/Venture Partners, and expanding investor networks.
Key Responsibilities:
Fundraising & AUM Growth-
- Drive growth in Assets Under Management (AUM) by meeting set targets.
- Achieve quarterly and annual revenue targets through investor onboarding and capital deployment.
Investor Relationship Management-
- Research, identify, and connect with high-potential investors (HNIs, Family Offices, Institutions).
- Nurture relationships with inactive investors and convert them into active contributors.
- Build long-term trust by ensuring transparency, timely updates, and strong portfolio communication.
- Proactively outreach and pitch BizDateUp's value proposition and curated startup campaigns.
- Seamlessly onboard new investors, ensuring smooth KYC, onboarding, and activation.
Business Development & Conversion-
- Source, qualify, and onboard new investors through referrals, networking, and events.
- Leverage existing investor networks for introductions and referrals.
- Manage pipeline of new investor conversions and ensure smooth onboarding process.
Networking & Outreach-
- Represent the firm in industry events, conferences, and investor summits to expand reach.
- Stay updated on funding trends, investor behavior, and competitive landscape.
- Conduct one-on-one investor meetings to present opportunities and investment strategies.
- Establish strong connections with Venture Partners, Family Offices, and Institutional Investors for strategic collaborations.
Strategic Input & Reporting-
- Prepare and present investment proposals and performance reports.
- Work closely with the investment team to align fundraising strategy with portfolio needs.
- Track KPIs (AUM growth, investor reach-outs, referrals, event participation, conversions, revenue).
Ideal Candidate
- Mandatory (Experience): 4+ years of fundraising experience, with at least 1 year in Category II AIFs (PE / VC / Credit / Special Situations) selling to HNIs, Family Offices, or Wealth Managers.
- Mandatory (Tech Skills 1): Must be proficient in pitching investment opportunities and onboarding investors
- Mandatory (Tech Skills 2 ): Must have experience conducting investor meetings & presentations
- Mandatory (Tech Skills 3): Must have experience achieving revenue targets
- Mandatory (Tech Skills 4): Must have experience representing the company at networking events
- Mandatory (Tech Skills 5): Must understand startup valuation basics, portfolio reporting, investment products.
- Mandatory (Tech Skills 6): Must prepare investment proposals, performance reports, and KPIs.
- Mandatory (Education): No strict requirement, but finance background preferred.
- Mandatory (Note): Must have high ownership and target-driven mindset.
- Preferred (Company): Preferably from VC firms, AIFs, Wealth Management, Investment Banking, or startup fundraising roles.
- Preferred (Industry): Events industry
- Preferred (Work background): Experience in startup funding events & roadshows
