Deal Lead (Fintech)

TL;DR

Deal Lead (Fintech): Sourcing and executing high-impact investments for a flagship publicly traded fund with an accent on financial and operational diligence. Focus on building AI-driven investment workflows and managing the full investment lifecycle for growth-stage private companies.

Location: Must be based in Menlo Park, CA; in-office attendance required at least 3 days per week.

Salary: $221,000–$260,000 USD (Zone 1)

Company

A mission-driven financial services company focused on democratizing finance for all through innovative technology and private market investing.

What you will do

• Proactively source and identify growth-stage private company investment opportunities.
• Lead end-to-end diligence processes, including financial and operational analysis.
• Manage complex transaction closings and negotiate terms with founders and VC firms.
• Implement AI-powered systems to streamline deal sourcing, diligence, and portfolio monitoring.
• Collaborate with legal, compliance, and product teams to support fund operations.

Requirements

• Must be based in Menlo Park, CA and able to work in-office 3 days per week.
• Proven experience in venture capital, growth equity, or private equity.
• Strong network within the technology and AI ecosystem.
• Demonstrated ability to perform rigorous investment diligence.
• Experience building or implementing AI-driven systems for investment workflows.

Culture & Benefits

• Performance-driven compensation with bonus programs and equity ownership.
• 100% paid health insurance for employees and 90% for dependents.
• Flexible lifestyle wallet for wellness and learning.
• 401(k) matching and employer-paid life/disability insurance.
• Comprehensive time off including parental leave and mental health benefits.