Investment Associate

As an Investment Associate at Forum Ventures, you'll manage the outbound deal flow, identify and assess potential investment opportunities, and maintain strong relationships within the startup ecosystem. You will also screen inbound deal flows, prepare internal investment memos, conduct due diligence, and support the investment team's thesis development and market research efforts.

To qualify for the Investment Associate position at Forum Ventures, you should have 1-3 years of venture investing experience. It’s important that you have a deep network in tech and possess previous founder experience. A passion for sourcing a high volume of deals and managing multiple relationships concurrently is crucial for success in this role.

An Investment Associate at Forum Ventures can experience significant career growth through hands-on involvement in sourcing and closing a high volume of investments annually, networking with influential industry leaders, and developing a deep understanding of the venture capital landscape in the B2B SaaS sector, which opens doors to future roles in investment and fund management.

The compensation package for the Investment Associate role at Forum Ventures ranges from $150,000 to $175,000 annually, along with an opportunity for carried interest in the fund, generous benefits, and a flexible work environment that includes unlimited vacation, promoting a balanced work-life integration.

Forum Ventures is committed to promoting diversity and inclusion in its workforce. We recruit, employ, train, and promote individuals regardless of race, religion, gender, or other protected statuses to create a multicultural environment that welcomes diverse perspectives and experiences, making it an inclusive workplace for all.

To effectively answer this question, detail your past experiences in sourcing investments, highlight specific strategies you employed, and share any success stories related to successful deals. Make sure to connect your experiences to the needs of Forum Ventures and demonstrate your understanding of the B2B SaaS space.

When answering this, speak through your systematic approach to due diligence, including key factors you evaluate such as market potential, financial performance, and competitive landscape. Mention specific research methods you use and how you synthesize complex information into actionable insights relevant to your investment decisions.

In your response, mention qualities like analytical skills, strong communication, networking abilities, and the capacity to thrive under pressure. Provide examples of how you've demonstrated these qualities in your previous roles and how they will help you succeed at Forum Ventures.

To respond effectively, talk about your organizational skills and the tools or strategies you use to prioritize tasks and manage your time. Use specific examples of a time when you successfully handled multiple projects simultaneously, highlighting your ability to juggle numerous responsibilities.

In preparing for this question, research current trends influencing the B2B SaaS market. Discuss how these trends impact investment decisions and where you see prospective growth opportunities. This shows your market awareness and your alignment with Forum Ventures' strategic focus.

Be specific about the investment, your role in it, and the outcomes achieved. Discuss the processes you applied and how your contributions were pivotal to the success of the investment. This conveys your practical experience and understanding of the investment lifecycle.

Your answer should include strategies for effective networking, such as attending industry events, leveraging social media, and making genuine connections. Share any personal experiences that illustrate your relationship-building skills and how they will benefit your role at Forum Ventures.

Prepare to discuss a particular scenario where you faced pressure or conflicting information affecting your investment judgment. Explain how you approached the situation, the outcome, and what you learned, ultimately demonstrating your critical thinking and decision-making skills.

Here, express your passion for venture capital, the B2B SaaS sector, and the mission of Forum Ventures. Discuss alignment with the company’s values and goals, showcasing your long-term commitment and enthusiasm for supporting early-stage founders.

Discuss ways you keep up to date with industry news, such as following relevant publications, engaging in networking platforms, and participating in webinars or industry conferences. This reflects your proactive approach to continuous learning, an essential trait in a fast-changing field.