Senior Investment Diligence Manager

Posted 10 Days Ago
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Columbia, SC, USA
In-Office
Senior level
Greentech • Healthtech • Information Technology • Manufacturing
The Role
Leads venture and private-equity investment diligence, underwriting, valuation, transaction structuring, portfolio monitoring, and investment recommendations for early-stage technology companies. Builds relationships with investors and capital providers to support co-investment, syndication, and follow-on funding. Advises portfolio companies on capitalization and fundraising, prepares Board and executive materials, monitors investment performance, and represents the organization across the innovation ecosystem.
Summary Generated by Built In

Description

Position Description:

The Senior Investment Diligence Manager plays a leadership role in the investment activities of SC Launch, Inc. (SCL Inc.), with primary responsibility for leading the evaluation, due diligence, structuring, and advancement of prospective investments. The position partners with the Executive Director, Regional Directors, investment candidates, portfolio companies, and investors to support disciplined investment decisions aligned with SCL Inc.’s mission and objectives. This role also provides guidance to client and portfolio companies on capitalization, investor readiness, and fundraising strategy; supports portfolio monitoring and investment reporting; and develops relationships with institutional and private-capital partners to facilitate co-investment and follow-on funding opportunities. The position serves as a trusted advisor and mentor and represents SCL Inc. with investors, founders, Board members, and other stakeholders throughout South Carolina’s innovation ecosystem.

Essential Functions:

  • Leads the evaluation and due diligence of prospective SC Launch, Inc. investment candidates, including assessment of management teams, markets, technology, competitive positioning, business models, capitalization, financial performance, valuation, financing needs, and key investment risks. Guides candidates through the diligence and approval process by establishing expectations, coordinating workstreams, and maintaining appropriate timelines.
  • Develops investment recommendations and advises on transaction structure, including valuation, capitalization, ownership, governance, financing terms, and other considerations appropriate to the company's stage and risk profile. Prepares investment memoranda and presents findings, recommendations, risks, proposed terms, and strategic considerations to the Executive Director, internal leadership, and SC Launch, Inc. Board.
  • Partners with the Executive Director, Regional Directors, finance, legal counsel, and other internal stakeholders to identify and prioritize investment candidates; support investment decisions; and develop and consistently apply investment policies, procedures, contractual requirements, and related documentation.
  • Leads investor relations and capital connectivity efforts, developing and maintaining relationships with venture capital and private equity firms, corporate investors, family offices, angel groups, and other capital providers. Supports co-investment and syndication opportunities and connects investment-ready client and portfolio companies with appropriate sources of follow-on capital.
  • Advises on investment structures, capitalization plans, valuation, ownership, governance, and financing terms appropriate to the company's stage, risk profile, and SCL Inc. objectives.
  • Contributes to portfolio oversight, analytics, and reporting by monitoring company and investment performance, identifying emerging risks and opportunities, supporting contractual compliance, and working with finance and other stakeholders to strengthen valuation practices, portfolio analytics, fund-level reporting, and measurement of financial and mission-related outcomes.
  • Prepares and contributes to Board and executive-level investment and portfolio communications, including investment memoranda, portfolio reports, performance information, presentations, and other materials, ensuring a high degree of accuracy, sound judgment, and professionalism.
  • Leads and supports investment-related education, investor engagement, and external activities, including training for client companies and staff; investor-focused programs and events; and participation in relevant regional and national conferences. Identifies private, strategic, philanthropic, and public-sector funding sources that may support client and portfolio companies.
  •  Represents SC Launch, Inc. professionally with investors, founders, Board members, academic institutions, industry partners, economic development organizations, and other stakeholders, and performs other duties as assigned in support of program and organizational objectives.

Requirements

  • Bachelor’s degree in business, finance, technology, science, or a related discipline, with seven or more years of progressively responsible professional experience in venture capital, private equity, private-asset investing, corporate development, investment banking, early-stage company finance, or a closely related field. An advanced degree or relevant professional credential is preferred.
  • Demonstrated experience working within or in partnership with institutional investment firms, corporate venture groups, family offices, economic development funds, or other professionally managed investment organizations, with strong knowledge of venture capital, private equity, and private-asset investment practices.
  • Experience evaluating seed- and early-stage technology companies and leading investment activities including sourcing, underwriting, due diligence, financial analysis, valuation, transaction structuring, capitalization, governance, portfolio monitoring, and exit considerations.
  • Experience preparing and presenting investment memoranda, valuation assessments, portfolio reviews, and recommendations to senior leaders, Boards, and investment committees, as well as reviewing term sheets, capitalization tables, financing agreements, investor rights documents, and other investment-related materials in coordination with legal and financial advisors.
  • Demonstrated ability to build trusted relationships with investors, founders, Board members, and ecosystem partners and to support capital formation, co-investment, syndication, and follow-on fundraising for early-stage and growth-oriented companies.
  • Strong understanding of mission-oriented and economic development investing, with the judgment to balance financial stewardship and commercial investment considerations with strategic impact, commercialization, company growth, and job creation.
  • Demonstrated leadership experience, including leading complex investment and portfolio assignments, mentoring and coaching team members, supporting professional development, coordinating stakeholders, and conducting effective team meetings or stand-ups that promote accountability, communication, and collaboration.
  • Strong written and verbal communication, interpersonal, analytical, and executive presentation skills; proficiency with Microsoft Office and relevant CRM, portfolio management, market research, and financial analysis tools. Experience with HubSpot is preferred. Ability to travel primarily within South Carolina, with periodic regional travel.

Skills Required

  • Bachelor's degree in business, finance, technology, science, or a related discipline
  • Seven or more years of progressively responsible experience in venture capital, private equity, private-asset investing, corporate development, investment banking, early-stage company finance, or a closely related field
  • Experience working with institutional investment firms, corporate venture groups, family offices, economic development funds, or other professionally managed investment organizations
  • Strong knowledge of venture capital, private equity, and private-asset investment practices
  • Experience evaluating seed- and early-stage technology companies
  • Experience with sourcing, underwriting, due diligence, financial analysis, valuation, transaction structuring, capitalization, governance, portfolio monitoring, and exit considerations
  • Experience preparing and presenting investment memoranda, valuation assessments, portfolio reviews, and recommendations to senior leaders, Boards, and investment committees
  • Experience reviewing term sheets, capitalization tables, financing agreements, investor rights documents, and other investment materials
  • Ability to build relationships with investors, founders, Board members, and ecosystem partners
  • Experience supporting capital formation, co-investment, syndication, and follow-on fundraising for early-stage and growth-oriented companies
  • Strong understanding of mission-oriented and economic development investing
  • Leadership experience coordinating complex investment and portfolio assignments, mentoring team members, and supporting professional development
  • Strong written and verbal communication, interpersonal, analytical, and executive presentation skills
  • Proficiency with Microsoft Office and relevant CRM, portfolio management, market research, and financial analysis tools
  • Ability to travel primarily within South Carolina, with periodic regional or national travel
  • Advanced degree or relevant professional credential
  • Experience with HubSpot
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The Company
134 Employees
Year Founded: 1983

What We Do

Chartered in 1983 as a public non-profit corporation, the South Carolina Research Authority (SCRA) accelerates technology-enabled growth in research, academia, entrepreneurship, and industry. It fuels South Carolina's innovation economy by providing funding and support for academic startups, high-quality laboratory and administrative workspaces, and facilitation of partnerships between industry and academia to promote the development of high technology industries.

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