Investment Associate @ Overlap Holdings in San Francisco, CA

Website Overlap Holdings

Who we are: Overlap Holdings is a Frontier Tech venture firm with a unique business model. The company brings a Wall Street financing mindset to this capital-intensive ecosystem, as detailed in this exclusive article from The WSJ. Overlap has three business lines: (1) Our Investing business invests in Seed, A, and B rounds of Frontier Tech companies out of our inaugural $33mm Fund 1; (2) Our Capital Solutions business helps Frontier Tech companies raise debt capital through external providers, leveraging 30+ years of capital markets expertise; and (3) Our Government Solutions business helps frontier tech companies determine the best non-dilutive government funding for their needs. This symbiotic model yields best-in-class deal flow and a flywheel that benefits Overlap’s PortCos, LPs, and other stakeholders.

What you’ll be doing: We are seeking an Investment Associate to join Overlap as the third member of our investment team (alongside Principal Gauri Jaswal and Founder & CEO Justin Stevens, who spent 18+ years at Apollo Management prior to starting Overlap). You’ll be:

  • Assisting the team in deal sourcing, through a combination of online research and in-person relationship building with VC firms and founders in Overlap’s network. This role requires regular attendance at Bay Area founder and investor events
  • Playing an integral role in all aspects of new Investment diligence: cap table/financial review, technical diligence, review of data rooms, etc.
  • Portfolio company support/assistance/tracking
  • Updating and maintaining the firm’s best-in-class Relationship Management Database (in Notion), which is the hub for our investment collaboration and outreach activities
  • Building/maintaining project trackers and supporting future fundraising efforts
  • Coordinating and collaborating with members of Overlap’s other business units 

What skills & experience you’ll bring to us: We are seeking someone with 2+ years of experience in startup, frontier tech, and/or venture capital roles

  • Must have some base level of venture investment experience, combined with hands-on exposure to a technical, physical-world domain, such as life sciences, semiconductors, materials science, or robotics. A Bachelor’s or Master’s degree in a relevant engineering or life sciences discipline is preferred, but not required
  • Experience with Notion or a similar no-code process management software application
  • Must be excited about and motivated by Overlap’s core mission (solving world-scale problems through the success of Frontier Tech startups)
  • No side hustles that would pose a conflict of interest; will be expected to agree to IP/Confidentiality protections

The specifics:

  • Compensation: combination of salary (expected base range is $120-130k), bonus, and profit share (& carry after first year)
  • Location: While Overlap is a fully-remote Company, you must be located in the Bay Area
  • Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future

To apply: Please email your resume to Gauri Jaswal at jaswal@overlapholdings.com

To apply for this job please visit docs.google.com.