Investment Director - Heritage Ventures

The Heritage Group

$120K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of venture investing experience with a proven record from sourcing to portfolio support.
  • Demonstrated ability to develop investment theses and lead thorough due diligence processes.
  • Proficient in creating and editing capitalization charts and term sheets for venture-backed companies.
  • Track record of successfully leading deals and achieving positive outcomes is essential.
  • Experience in sectors relevant to The Heritage Group and HG Ventures is highly desirable.

Responsibilities

  • Define and develop investment theses on impactful markets and source opportunities.
  • Lead due diligence efforts, including evaluations and financial modeling, while recommending investments.
  • Create a compelling value proposition for entrepreneurs, acting as deal champion during investment processes.
  • Collaborate with portfolio management teams to drive operational initiatives and serve on Boards or as Board Observer.
  • Support the HG Ventures team by mentoring colleagues and facilitating investment activities.
  • Represent the firm at industry events, building relationships with founders and other investors.

Benefits

  • Opportunity to shape sustainable investing and corporate venture capital.
  • Work within a tight-knit team focused on achieving significant results.
  • Flexibility to work from home one day per week.
  • Position based in Indianapolis, with relocation support available.
Full Job Description
About the Role

The Director will work closely with the investment team to source, lead, analyze and win deals on behalf of HG Ventures, owning outcomes from thesis through close and into portfolio value creation. They will represent the firm in the market and must bring deep curiosity and conviction across the domains of HG Ventures' platform. This person is a driven, team-oriented, and proactive leader who brings an established network, a track record of leading investments, and the judgment to identify and prioritize unique opportunities. This person will flex across the deal sourcing platform and will need to be excited about expanding into new areas of investment; they will collaborate closely with colleagues to perform diligence and make decisions that are best for the team.

At HG Ventures, you'll have the unique opportunity to shape the future of sustainable investing and corporate venture capital. You'll work within a small team that takes pride in achieving outsized results through corporate-startup partnerships.

*This position is based in Indianapolis with the ability to WFH one day per week. Qualified candidates must currently reside in the Indianapolis, IN area or be willing to relocate*

Essential Functions
  • Thesis Development and Sourcing: Define and own investment theses on high impact markets and source investment opportunities in said markets
  • Due diligence: Lead and perform due diligence including team evaluation, business analysis, industry analysis, competitive landscape, financial modeling, and make investment recommendations on companies in the US and international markets
  • Leading/Winning: Create a differentiated value proposition for founders and serve as the deal champion for given investment processes
  • Support World Class Founders: Work with portfolio company management teams to add leverage around key operational initiatives and take Board or Board Observer roles where appropriate
  • Support the HG Ventures Team: Collaborate with and help develop venture colleagues to support the full portfolio and investing activities
  • Community building: Represent the firm and build relationships with founders, executives, and other investors at external and internal events
  • Additional duties and responsibilities as assigned, including but not limited to continuously growing in alignment with the Company's core values, competencies, and skills.


Experience Qualifications
  • Required 5+ years of venture investing experience and 8 years total work experience, including a demonstrated record of leading investments from sourcing through close and portfolio support.
  • Demonstrated mastery in identifying a thesis behind an investment, leading diligence, digging deep to get to ground truth in the midst of ambiguity, winning over an entrepreneur, and effectively driving results for the most important issues in a startup (hiring, fundraising, recruiting, BD)
  • Required Experience in creating and manipulating capitalization charts and term sheets for private, venture-backed companies
  • Required Experience in creating and manipulating capitalization charts and term sheets for private, venture-backed companies
  • Proven ability to compete and win; track record of successful outcomes leading deals
  • Ideal candidates will have operational or investment experience in market sectors relevant to The Heritage Group and HG Ventures


Skills and Abilities
  • Committed to the values of HG Ventures; a strong representative for the firm
  • High level of personal integrity, respected by peers, and viewed as a trustworthy personality
  • Intellectually curious, strategic, and thoughtful
  • Collaborative, low-ego
  • Focused on team and company goals
  • Action-oriented and ambitious: a "do-er," not a "talker"
  • Strong ownership mindset and leadership skills as a player/coach
  • Committed to professionalism, highest degree of personal and professional integrity


Working Conditions/Physical Demands
  • Ability to travel as needed.
  • Ability to work in an office setting behind a computer/desk for up to 8 hours daily.

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