1. Daily review and processing of the deal inbox vetting onmarket listings against search criteria and assessing which we should proceed in getting more details of. Processing roughly 50 150 deals per day.
2. Reviewing and signing NDAs of opportunities we d like more information on ensuring that there s nothing in the NDA that might charge us money or is something that could put us at risk. 10 or more per week.
3. Conduct detailed reviews of Confidential Information Memorandums (CIMs) and Profit & Loss statements to assess the financial health and performance trends of potential acquisition targets and whether it would make a good match for our the Founder. 10 or more per week.
4. Beyond numerical analysis evaluate the business model market position competitive landscape and growth potential of target companies.
5. Writing detailed notes of questions concerns areas of clarification needed to help the founder prepare for calls with brokers or owners of business opportunities.
6. Communicating with owners or brokers via email to get more information and missing pieces.
7. Coordinating on tasks needed to be completed by the founder including reviewing opportunities and taking calls to ensure there s enough time to get them done.
8. Reviewing transcripts broker/owner calls doing a final assessment of any additional financial details and if opportunity makes past our vetting and create a comprehensive writeup. We aim for at least 1 write up per week.
9. Ensure healthy deal flow noticing trends and working with the Founder to adapt when things slow or pick up.
10. Owning and updating the on and off market pipelines on our Hubspot CRM daily ensuring deals are processed uptodate comprehensive and moved expediently as time kills all deals .
11. Owning and constantly updating all SOPs/Playbooks for the deal pipeline processes.

Your Skills / Experience

• Financial Acumen: Proficient in analyzing Profit & Loss statements Balance Sheets and Cash Flow Statements. Comfortable with financial forecasting and calculations for SDE/Adjusted EBITDA DSCR investor returns (MOIC/IRR) and understanding loan payments working capital capex and cash conversion cycles.
• Market Analysis: Capable of evaluating market conditions to determine if businesses are in growth stagnation or decline.
• Attention to Detail: Exceptionally focused on the fine details ensuring accuracy and thoroughness in all aspects of work.
• Trend Identification: Adept at spotting both market and financial trends identifying risks and opportunities within potential deals.
• Opportunity Management: Ability to track and manage multiple opportunities simultaneously without losing focus.
• Business Insight: Strong understanding of small business dynamics and factors contributing to a stable and successful business.
• M&A Experience: Knowledgeable in mergers and acquisitions with a preference for experience in the small to medium business sector.
• Consulting Background: Experience in business consulting providing a solid foundation for evaluating business models and strategies.
• Virtual Communication Proficiency: Youre adept with modern communication platforms including Telegram for team collaboration Signal for secure communications and Zoom for video conferencing. Familiarity and comfort or willingness to independently and quickly learn these tools are essential for effective remote teamwork and interaction.

Ideal Tech Experience

• Proficient in CRM management ideally HubSpot. (Intermediate)
• Familiar with Notion for collaborative work and documentation. (Basic)
• Comfortable using Google Workspace (Calendar Docs Sheets Gmail) for daily tasks and communication. (Intermediate)
• Experience with Descript or similar tools is a plus. (Basic)

Your Traits

• Exceptional Communication: You possess outstanding verbal and written communication skills ensuring clarity and managing expectations effectively.
• DetailObsessed: You pay close attention to the details ensuring nothing is overlooked yet this meticulousness never impedes your action.
• SelfMotivation and Ownership: You show initiative and drive without needing external motivation taking ownership of your projects and responsibilities.
• Innovative Problem Solving: You proactively ask questions and seek out solutions effectively overcoming obstacles that stand in your way.
• Team Consideration and Collaboration: You understand your role within the team and actively work to make your colleagues lives easier enhancing team performance through strong communication and collaboration.
• High Emotional Intelligence (EQ): You have the ability to understand both people and business intricacies navigating complex interactions with ease.
• Organization and Time Management: You excel in organizing your tasks and managing your time efficiently maintaining high levels of productivity and order.
• Hunter Mentality: You thrive on the pursuit and achievement of results always seeking out and capitalizing on opportunities for success.

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