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.
<\/div>
1. Investor Research & Classification<\/b>
<\/p>- Develop a formalized
investor classification framework<\/b>, grouping investors by:<\/span>
<\/li>- Type (VC, PE, Family Office,
strategic corporate, etc.)<\/span>
<\/li> - Stage
focus and check size
<\/li> - Sector
focus (Energy, Industrial Tech, etc.)
<\/li> - Geographic
relevance
<\/li><\/ul> - Build and maintain an investor
pipeline database using CRM tools or spreadsheets.<\/span>
<\/li> - Identify decision -makers,
partners, analysts, or principals within target firms.<\/span>
<\/li><\/ul>2. Outreach Strategy & Execution<\/b>
<\/p>- Prepare outreach scripts,
emails, and messaging tailored to each investor category.<\/span>
<\/li> - Conduct cold and warm outreach
to introduce the company’s technology and funding goals.<\/span>
<\/li> - Navigate investor organizations
to identify the best point of contact for follow -up discussions.<\/span>
<\/li> - Coordinate
NDAs when necessary.
<\/li><\/ul>3. Preliminary Pitching & Communication<\/b>
<\/p>- Conduct
initial calls to:
<\/li>- Present the high -level
investment opportunity.<\/span>
<\/li> - Assess investor appetite and
fit.<\/span>
<\/li> - Address preliminary questions
before involving executive leadership.<\/span>
<\/li><\/ul> - Share company materials, pitch
decks, and additional documentation as needed.<\/span>
<\/li><\/ul>4. Meeting Coordination & Pipeline Management<\/b>
<\/p>- Schedule formal meetings for
senior leadership with qualified investors.<\/span>
<\/li> - Track investor response,
feedback, and stage of engagement.<\/span>
<\/li> - Provide weekly pipeline updates
to company leadership.<\/span>
<\/li> - Recommend adjustments to the
fundraising strategy based on stakeholder feedback.<\/span>
<\/li><\/ul>5. Investor Materials & Internal Collaboration<\/b>
<\/p>- Work closely with the executive
and technical teams to:<\/span>
<\/li>- Refine presentations,
executive summaries, and financial models.<\/span>
<\/li> - Assist in drafting responses
to investor diligence questions.<\/span>
<\/li> - Ensure consistent,
high -quality communication across investor touchpoints.<\/span>
<\/li><\/ul><\/ul><\/div><\/span>
Requirements<\/h3>Required Qualifications<\/b>
<\/div>- Current MBA student at a top
U.S. business school (preferred focus on FL, TX programs, but open to all
top -tier programs).<\/span>
<\/li> - Strong finance background;
prior experience in:<\/span>
<\/li>- Investment
banking,
<\/li> - Private
equity,
<\/li> - Venture
capital,
<\/li> - Corporate
finance, or
<\/li> - Strategy
consulting.
<\/li><\/ul> - Excellent
communication and presentation skills.
<\/li> - Ability to work independently
and handle outreach professionally.<\/span>
<\/li><\/ul>Preferred Qualifications<\/b>
<\/p>- Exposure to the Energy,
Industrial, or Oil & Gas sectors is a plus.<\/span>
<\/li> - Experience building investor
lists, deal sourcing, or due diligence.<\/span>
<\/li> - Familiarity with CRM systems
and professional outreach tools (e.g., Odoo, Salesforce, Zoho, LinkedIn
Sales Navigator).<\/span>
<\/li><\/ul>Soft Skills<\/b>
<\/p>- Proactive,
structured, and organized.
<\/li> - Comfortable engaging with
senior executives and investment professionals.<\/span>
<\/li> - Strong analytical and research
capabilities.<\/span>
<\/li><\/ul><\/div><\/span>
Benefits<\/h3>- Unique opportunity to
contribute to a fundraising process in an advanced industrial -tech
startup.<\/span>
<\/li> - Direct access to company
leadership and strategic decision -making.<\/span>
<\/li> - Flexibility in schedule (ideal
for students balancing coursework).<\/span>
<\/li> - Opportunity to expand network
with investors across energy and technology sectors.<\/span>
<\/li> - Competitive compensation
depending on experience and time commitment.<\/span>
<\/li><\/ul>
<\/div><\/span>