ABOUT ELEVATE VENTURES

COMPANY OVERVIEW

Elevate is the #1 most active seed and early stage investor in the Great Lakes region, #5 in the United States, and #12 in the world according to Pitchbook as of Q1 2023. We are a venture capital and venture development firm focused on innovation-driven enterprises with a presence in Indiana. We have invested in over 500 companies since our inception.

CULTURE

The Elevate Ventures team takes initiative, is tight-knit, highly collaborative, curious, and fully vested in helping entrepreneurs be successful starting and growing their businesses to obtain great outcomes.

VISION

• For Indiana to be The Innovation Capital of the World

MISSION

• Build Collaborative Communities
• Provide World Class Programming
• Invest in High Potential Companies

CORE TENANTS

• Be Ethical in Every Action
• Have a Growth Mindset
• Invest in Great Opportunities
• Empower Innovative Entrepreneurs
• Deliver Value to All Stakeholders

WHAT WE STAND FOR

• Integrity
• Value-Add
• Returns

POSITION DESCRIPTION

POSITION TITLE:| Analyst/Associate| DEPT / REGION:| Investing
---|---|---|--- REPORTS TO:| Principal| FLSA STATUS:| Exempt
DIRECT REPORTS:| None| BENEFIT ELIGIBILITY:| Eligible

POSITION PURPOSE

This position works for the Principal on the Investment Team, with a primary focus on market research, investment due diligence, and investment monitoring/reporting. Additional responsibilities may include portfolio data analysis, supporting deal syndication efforts, supporting post-investment activities, and other tasks as needed. The Analyst or Associate will gain in-depth exposure to venture investing and management as well as a variety of technology platforms and start-ups.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

Assuring the organization is in the strongest possible position to increase its operational effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing the organization’s vision. To be successful in this role, an individual must be able to perform, in a satisfactory manner, the functions listed below.

INVESTMENT OPERATIONS

• Assist with data collection, analysis, and reporting
• Other projects as needed on an ad-hoc basis and as guided by the Principal

MARKET RESEARCH

• Perform market research, competitive analysis, and return analysis of investment opportunities as applicable
• Perform research of venture capital markets and valuations as applicable

DUE DILIGENCE

• Assist with due diligence and transaction administration; generate and compile diligence reports and investment recommendations in consultation with the Principal or other members of the Investment Team

FINANCIAL MODELING

• Support the evaluation of new opportunities and existing investments by providing financial, quantitative, and valuation analyses

PORTFOLIO COMPANY SUPPORT

• Ensure portfolio compliance with Elevate’s reporting requirements, and provide support to portfolio company growth through value-enhancing initiatives

CANDIDATE QUALITIES

KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. We will make reasonable accommodations to enable individuals with disabilities to perform these functions.

• Excellent written and verbal communication skills
• Highest personal integrity
• Demonstration of intellectual curiosity and willingness to learn
• Passion for investing, entrepreneurship, and/or technology
• Self-starter with a strong work ethic
• Critical and analytical thinking
• Meticulous attention to detail
• Adaptability within a fast-paced environment
• Ability to work independently and collaboratively

EDUCATION AND/OR EXPERIENCE

To perform this job successfully, an individual must have the following education and/or experience.

• Bachelor’s degree
• 1-5 years of professional experience
• Experience in venture capital, private equity, investment management, and/or entrepreneurial companies preferred
• Market research and data analysis
• Proficiency in MS Office, including Word and Excel
• Financial modeling experience preferred