Partner Lead, PE & VC

About the role

In this pivotal role, you will be responsible for enhancing DualEntry's investor outreach, specifically targeting private equity firms and venture capital funds whose portfolio companies can greatly benefit from our solutions. You will implement two distinct strategies aimed at private equity and venture capital, with the goal of positioning DualEntry as the go-to ERP solution in the market.

Key facts

What you'll do

• Identify and establish partnerships at the fund level with pertinent private equity and venture capital firms.
• Develop compelling financial justifications for private equity firms to implement DualEntry across their entire portfolio of companies.
• Manage the entire process from initial introductions at the fund level to successfully closing deals with portfolio companies.
• Represent DualEntry at key investor events such as SuperReturn, ACG, NVCA, PEWIN, and annual summits hosted by venture capital firms.
• Work closely with the Sales team to convert introductions sourced from investors into finalized deals.
• Create customized materials aimed at fund Limited Partners (LPs), General Partners (GPs), and Operating Partners, focusing on their specific needs rather than just the end-users.
• Oversee the drafting and finalization of partner agreements, ensuring a balance between fairness and achieving commercial objectives.
• Monitor industry trends and competitor activities to inform strategic decisions and enhance DualEntry's market position.
• Collaborate with cross-functional teams to ensure alignment on partnership goals and objectives.
• Provide feedback and insights to the product team based on interactions with investors and portfolio companies.
• Continuously evaluate and refine strategies to improve partnership effectiveness and drive revenue growth.

Requirements

• A minimum of 3 to 6 years of experience in capital markets, private equity, venture capital, portfolio operations, or B2B partnerships related to fund or portfolio activities.
• In-depth understanding of the operational dynamics of PE value-creation teams and VC platform teams.
• Proven ability to craft economic arguments at the fund level, extending beyond simple product presentations for portfolio companies.
• Comfortable engaging with General Partners and Operating Partners, effectively translating those relationships into actionable strategies for portfolio companies.
• Strong business acumen with the ability to navigate complex deal structures involving multiple portfolio companies.
• A data-driven mindset with a willingness to experiment and iterate on strategies.

Nice to have

• An established professional network within the PE Operating Partner community, VC Platform teams, or the broader investment landscape.
• Previous experience in selling to or forming partnerships with private equity portfolios or venture capital-backed organizations.
• Familiarity with the fintech sector, ERP solutions, or the office-of-the-CFO ecosystem.
• Experience working in early-stage companies, particularly those in the Seed to Series B funding stages.

Skills & tools

• Proficient in CRM software and data analysis tools to track partnerships and measure success.
• Strong communication and presentation skills, with the ability to articulate complex concepts clearly.
• Familiarity with financial modeling and valuation techniques.
• Ability to work collaboratively in a fast-paced environment and manage multiple projects simultaneously.

Practical notes

• DualEntry offers a comprehensive benefits package that includes medical, dental, and vision insurance, access to One Medical, Talkspace, Kindbody, and Teladoc Health services.
• Additional benefits include a 401(k) plan, commuter benefits, a budget for learning and development, unlimited AI tokens, opportunities for AI skills development, sponsorship for visas and permanent residency, relocation assistance, and a flexible paid time off policy that includes 27 days off, in addition to public holidays.

Join us at DualEntry and play a key role in shaping the future of ERP solutions for private equity and venture capital firms. Your expertise will help us drive growth and establish lasting partnerships within the investment community.