Overview

The Investment Director is responsible for sourcing, diligencing, and executing investments from end-to-end, regularly bringing deal opportunities to the Investment Committee. In this role, the Investment Director will be a senior member of the investment team and represent the firm publicly through events and thought leadership. In addition to deal-making activities, the Investment Director will work with TRV and Teradyne leadership to support portfolio companies and identify future areas of investment focus, in addition to acting in a managerial and mentorship capacity to develop and grow the junior team.

Roles & Responsibilities

• Deal sourcing and execution: Lead assigned team on all stages of investment for a deal, including origination, market analysis, modeling, due diligence, structuring, legal documentation, negotiation, and Investment Committee presentations.
• Thesis development: Lead discovery and analysis of emerging themes to guide future investment focus areas and decision-making.
• Network: Build and maintain relationships with startup founders and management teams, investors, corporate executives, and other relevant players.
• Portfolio support: Add value to existing portfolio companies by becoming a trusted advisor and providing introductions to relevant customers, investors, and potential hires, in addition to internal corporate stakeholders; serve as board representative and help portfolio companies navigate distressed situations and eventual sale/divestment.
• Internal stakeholder management: Develop and maintain relationships with Teradyne executives and operating unit managers to support thesis development, opportunity identification and validation, and portfolio support.
• Brand building: Regularly extend TRV’s reach in relevant venture capital and technology communities through event attendance/hosting, appearance on podcasts and other media, and self-authored thought leadership.
• Operations: Provide management and oversight of the junior team for day-to-day fund operations, including internal stakeholder and portfolio reporting, along with internal marketing efforts.
• Management and development: Act in a mentorship capacity for the junior team, helping them develop the critical skills to advance and grow in their careers

Qualifications

The Investment Director must be a versatile, end-to-end executor of CVC operations, capable of serving in multiple roles in a small group. Particular skill and experience is required in:

• Filtering the deal pipeline using defensible analytical methods, leveraging operating unit expertise and connections with existing investors.
• Managing the execution of deals, including managing outside counsel, term sheet and side letter negotiations.
• Diligence in approving deals, particularly with respect to financial forecasts, vetting co-investors, qualifying the market.

General qualifications include:

• 7+ years of experience in investment banking, private equity, venture capital, management consulting, specifically in technology.
• Proven track record of sourcing, evaluating, diligencing, and closing deals, and/or leadership experience at a high-growth tech startup.
• Strong executive presence with superior communication and presentation skills.
• Ability to “speak the language” and work with operating unit managers who have quarterly P&L responsibilities.
• Comfort and ability working on multiple deals at a time, under tight deadlines and changing requirements. Careful tracking and prioritizing of actions is required.
• Collaborative team player, with the ability to work independently as the need arises.
• Capable of forging long-lasting and high-quality relationships with startup founders, investors, and corporate executives.
• Strong existing deal pipeline and network in commercial automation a plus.
• Prior startup board experience a plus.