About the Company
We are a technology-driven Oil & Gas optimization company that has been developing a proprietary optimization device for the upstream sector over the past three years. Having reached a key milestone in our commercialization pathway, we are now preparing to launch our first external fundraising campaign. We seek a highly motivated MBA student with strong financial acumen to support our investor relations and capital-raising effort
Position Overview
The MBA Intern – Investor Outreach & Fundraising Strategy will play a central role in identifying, assessing, and engaging prospective investors—including Venture Capital firms, Family Offices, Private Equity funds, strategic investors, and other capital providers relevant to the energy and industrial technology sectors.
This role requires a structured, intellectual approach to investor mapping combined with strong interpersonal skills for outreach and early-stage relationship building.
The intern will collaborate directly with company leadership and act as the liaison managing the early phases of discussions with financial partners.
1. Investor Research & Classification
- Develop a formalized
investor classification framework, grouping investors by:
- Type (VC, PE, Family Office,
strategic corporate, etc.)
- Stage
focus and check size
- Sector
focus (Energy, Industrial Tech, etc.)
- Geographic
relevance
- Build and maintain an investor
pipeline database using CRM tools or spreadsheets.
- Identify decision-makers,
partners, analysts, or principals within target firms.
2. Outreach Strategy & Execution
- Prepare outreach scripts,
emails, and messaging tailored to each investor category.
- Conduct cold and warm outreach
to introduce the company’s technology and funding goals.
- Navigate investor organizations
to identify the best point of contact for follow-up discussions.
- Coordinate
NDAs when necessary.
3. Preliminary Pitching & Communication
- Conduct
initial calls to:
- Present the high-level
investment opportunity.
- Assess investor appetite and
fit.
- Address preliminary questions
before involving executive leadership.
- Share company materials, pitch
decks, and additional documentation as needed.
4. Meeting Coordination & Pipeline Management
- Schedule formal meetings for
senior leadership with qualified investors.
- Track investor response,
feedback, and stage of engagement.
- Provide weekly pipeline updates
to company leadership.
- Recommend adjustments to the
fundraising strategy based on stakeholder feedback.
5. Investor Materials & Internal Collaboration
- Work closely with the executive
and technical teams to:
- Refine presentations,
executive summaries, and financial models.
- Assist in drafting responses
to investor diligence questions.
- Ensure consistent,
high-quality communication across investor touchpoints.
Requirements
Required Qualifications
- Current MBA student at a top
U.S. business school (preferred focus on FL, TX programs, but open to all
top-tier programs).
- Strong finance background;
prior experience in:
- Investment
banking,
- Private
equity,
- Venture
capital,
- Corporate
finance, or
- Strategy
consulting.
- Excellent
communication and presentation skills.
- Ability to work independently
and handle outreach professionally.
Preferred Qualifications
- Exposure to the Energy,
Industrial, or Oil & Gas sectors is a plus.
- Experience building investor
lists, deal sourcing, or due diligence.
- Familiarity with CRM systems
and professional outreach tools (e.g., Odoo, Salesforce, Zoho, LinkedIn
Sales Navigator).
Soft Skills
- Proactive,
structured, and organized.
- Comfortable engaging with
senior executives and investment professionals.
- Strong analytical and research
capabilities.
Benefits
- Unique opportunity to
contribute to a fundraising process in an advanced industrial-tech
startup.
- Direct access to company
leadership and strategic decision-making.
- Flexibility in schedule (ideal
for students balancing coursework).
- Opportunity to expand network
with investors across energy and technology sectors.
- Competitive compensation
depending on experience and time commitment.