BIP Ventures

Financial Planning and Analysis

• Update the deal pipeline in internal systems, ensuring accuracy and completeness
• Support event preparation and outbound sourcing efforts by compiling target company lists, market maps, and key contacts
• Assist with inbound deal screening by populating standardized screening templates and clearly highlighting merits, risks, gaps, and key attributes for review
• Support the preparation and distribution of regular market and sector updates
• Conduct market, competitive, and industry research, including ecosystem mapping and expert outreach coordination to support investment underwriting decisions
• Compile research materials such as industry reports, competitor analyses, product reviews, and benchmarking data
• Identify public and private comparable companies and collect performance data for analysis
• Format company financials into BIP-standard models and support financial diligence (e.g., retention, cohort trends, unit economics)
• Assist Associates with drafting and formatting Investment Committee memoranda and diligence materials
• Support monthly and quarterly portfolio company reporting processes
• Review portfolio company financials and KPIs and flag notable trends or variances (e.g., performance outliers, competitive activity)
• Maintain cap table documentation and support quarterly valuation processes
• Ensure deal terms, financial projections, and supporting materials are accurately entered into internal systems
• Assist with fund reporting, documentation, and audit readiness
• Support exit readiness by assisting with transaction comparable analyses for select portfolio companies
• Assist with exit diligence processes, including checklist management, data room organization, and diligence call coordination
• Ensure exit-related documentation is complete, accurate, and properly stored
• Partner with the investment team to identify opportunities for process improvement, automation, and efficiency gains
• Maintain high standards of documentation, organization, and data hygiene across all workflows

Investment Analyst, Buy-Side – Early Career Program