Investment Associate

About Rubicon Technology Partners

Rubicon Technology Partners is a Boulder, CO-based middle-market PE firm that invests exclusively in enterprise software companies. The firm partners with management teams to drive growth, operational excellence, and strategic transformation. With over $4 billion in AUM, Rubicon leverages deep sector expertise and a collaborative approach to deliver tailored value creation strategies enabling its portfolio companies to achieve sustainable success and long-term impact.

As an Associate, you’ll join a small, highly collaborative team and play a hands‑on role in sourcing, executing, and supporting investments in software businesses.

Key Responsibilities

Due Diligence & Investment Evaluation

• Perform financial modeling, valuation (DCF, transaction comps, LBO models), scenario analysis, and sensitivity testing.
• Analyze a company’s product roadmap, technology stack, competitive positioning, unit economics, sales & marketing metrics (CAC, LTV, retention), and growth levers.
• Coordinate and manage due diligence processes: commercial diligence, technical diligence, customer reference calls, legal / regulatory review, and operational assessment.
• Prepare investment memos, internal presentations, and deal committee materials.
• Work closely with external advisors (bankers, consultants, attorneys) as needed.

Deal Sourcing & Origination

• Conduct market research to identify software sub‑sectors and verticals of interest, emerging trends, and potential targets (e.g., writing macro or sector white papers, building market maps).
• Screen and evaluate inbound investment opportunities, leveraging databases, networks, and industry events.
• Assist with outreach to founders, executives, and intermediaries to build relationships and drive deal flow.

Portfolio Support & Value Creation

• Partner with portfolio company leadership teams to help drive growth initiatives (e.g., go‑to‑market strategy, pricing, expansion, product enhancements, M&A).
• Monitor and report key performance indicators (KPIs), prepare dashboards, and deliver periodic updates.
• Participate in strategic planning, help prioritize initiatives, and support tactical execution as needed.
• Assist with follow‑on investments, exit planning, and sale execution (preparing materials, supporting buyer diligence, liaising with M&A advisors).

Firm Infrastructure & Team Contribution

• Support fundraising efforts (data room preparation, investor materials, LP updates).
• Help maintain and enhance internal systems (deal tracking, CRM, knowledge management).

Qualifications & Experience

• 2+ years of experience in investment banking, growth equity, private equity, or management consulting.
• Strong analytical, financial modeling, valuation, and quantitative skills.
• Solid understanding of software business models, SaaS metrics, and unit economics.
• Excellent written and verbal communication skills; ability to distill complex ideas and present clearly to senior stakeholders.
• High intellectual curiosity, self‑starter mentality, and strong work ethic.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Team orientation, collaborative mindset, and attention to detail.

Pluses / Nice to have

• Experience working with software companies (product, engineering, go-to-market roles) or operating experience within a software scaling environment.
• Familiarity with modern data tools, dashboards, or analytics (e.g. SQL, BI tools).
• Prior exposure to M&A, contract negotiation, or change management.
• Experience with platform / integration plays (buy-and-build strategy).

Competencies & Attributes

• Strategic thinker who can zoom in on detail and zoom out on broader vision.
• Proactive, resourceful, hands-on.
• Comfortable in ambiguity and evolving environments.
• Results-driven, bias for action.
• Strong interpersonal skills and ability to build trust with founders, executives, and internal teams.
• Honest, ethical, and committed to high standards of integrity and accuracy.

What We Offer

• Compensation range: $150,000 - $275,000.
• Exposure to the full investment lifecycle in a hands-on, high-impact role.
• Opportunities to partner with and learn from seasoned software investors and operating experts.
• A collaborative, mission-driven culture with a focus on value-creation.
• Competitive compensation and growth path within the firm.
• Opportunity to contribute meaningfully to high-growth enterprise software companies.