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 teams deal-flow pipeline, support portfolio companies with analysis, and construct quarterly reports for Lumikais 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/Product Hunt, 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 categorize 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 Lumikais 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 Lumikais 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 MISs

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 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

- 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