Kaizen Partners is a global investment banking platform focused on growth-stage capital solutions across India and beyond. We advise founders and boards on equity fundraising (seed to late growth), structured solutions, and strategic financing across fintech/BFSI and adjacent high-growth sectors.
Role Mission
Be the
deal velocity engine
for our equity mandates, source qualified investors, run fast and compliant processes, and convert interest into
signed term sheets
. If you're well-networked in the equity ecosystem and love the chase, this role is built for you.
What You'll Do
Deal Sourcing & Investor Development
o Build and maintain a curated network of VC/PE funds, family offices, strategic investors, and venture debt funds with a bias towards the ecosystems.
o Own warm outreach and calendar: targeted emails/WhatsApp/LI, partner mapping, and senior-level introductions.
Mandate Execution
o Create investor longlists/shortlists, outreach cadences, and meeting packs; maintain CRM hygiene (Zoho/HubSpot).
o Draft teasers, investment highlights, and contribute to IMs; maintain data rooms (DocSend/Drive) with version control.
o Drive diligence workstreams: commercial/financial/legal checklists; coordinate with auditors, legal counsel, and company teams.
o Track and close process actions, Q&A logs, follow-ups, site visits, and
term?sheet negotiation support
.
Analytics & Storytelling
o Build quick financial models (3?statement, unit economics, cohort views); run comps (trading/transaction) and sanity checks.
o Convert raw data into sharp investor narratives and crisp board updates.
Market Intelligence
o Monitor sector flows, fund theses, and recent transactions; publish internal notes on who is investing in what and why.
Compliance & Process Rigor
o Uphold confidentiality, NDAs, MNPI controls; ensure materials align with applicable SEBI/Companies Act norms and best practices.
What Success Looks Like (30/60/90 Days)
30 Days:
Live work on 2-3 mandates; investor map ready for each; ?90% CRM hygiene; first wave of warm connects scheduled.
60 Days:
20-30 qualified investor interactions/month; repeat engagement on top 10 funds; IM/teaser quality passes senior review with minimal edits.