Private Equity Business Development,… at Capstone · Washington

Summary: Capstone is seeking a dynamic and motivated Private Equity Sales Associate to join our team. The role involves mastering business development operations and driving revenue through client interactions and business development initiatives. Responsibilities: - Identify and profile new PE firms and prospects - Conduct market mapping across TMT, software, HCIT, and ESG sectors - Track deal flow and competitive landscape - Research portfolio companies and investment activity - Build comprehensive client maps including AUM, dry powder, and deal preferences - Master Salesforce, PitchBook, and Peakload platforms - Log all client calls and maintain data accuracy - Create and maintain marketing campaigns for new and high-priority focus areas - Manage opportunities through the sales pipeline - Add new contacts and prospects to the database, ensuring CRM data integrity and completeness - Update client interest profiles after each interaction - Manage pipeline updates - Handle event RSVPs and client registrations - Process legal documents (NDAs, joinders, non-reliance letters) - Participate in client calls (Virtual Meetings, QRs, Intro calls, Project Readouts) - Conduct targeted outreach to prospective clients - Schedule and coordinate client meetings and introductions - Maintain relationships with Tier 1, 2, and 3 clients - Move warm leads through the sales funnel - Stay current on energy and finance research publications - Attend relevant industry conference calls and events - Develop expertise in PE transaction processes and timelines - Maintain knowledge of market trends and deal activity - Help lead preparation for client meetings - Maintain marketing collateral, ensuring analyst team provides monthly updates and refreshes - Monitor and post LinkedIn deal announcements by scanning periodically for relevant transactions - Maintain framework presentations and deal tombstones - Maintain Non-Reliance Letters (NRL) database for each transaction - Keep client matrix updated in real-time, tracking personnel changes and new hires - Monitor client team movements to other firms - Systematically track MergerMarket, Pitchbook, and other deal platforms - Ensure comprehensive deal chasing and identification of hot subsectors - Add prospects to relevant Salesforce campaigns based on market activity Required Qualifications: - Experience with CRM systems (Salesforce preferred) - Proficiency in PitchBook and financial databases - Strong Excel and PowerPoint skills - Understanding of private equity transaction processes - Excellent written and verbal communication skills - Strong organizational and time management abilities - Detail-oriented with high accuracy standards - Ability to build and maintain professional relationships - Proactive and self-motivated work style - Analytical thinking and problem-solving skills - Process improvement mindset with ability to identify efficiency opportunities - Strong follow-through and ability to manage multiple concurrent projects - Experience with database management and data hygiene best practices - Understanding of private equity and M&A processes Preferred Qualifications: - Familiarity with software market dynamics - Knowledge of financial markets and investment terminology - Experience in private equity, investment banking, or energy sector Required Skills: CRM systems, Salesforce, PitchBook, Financial databases, Excel, PowerPoint, Private equity transaction processes, Database management, Data hygiene, Private equity, M&A processes, Financial markets, Investment terminology, Proactive work style, Analytical thinking, Process improvement mindset, Follow-through, Project management Benefits: Health, Vision, Dental insurance, Paid vacation, Travel stipend, 401(k)