We are seeking a highly experienced, process-driven, and technology-oriented Head of Fund Operations & Portfolio Strategy to streamline, optimize, and institutionalize the operational backbone of our venture capital fund. This role will be responsible for managing end-to-end deal flow execution, portfolio oversight, reporting & analytics, and technology integration , ensuring a data-driven and highly efficient investment lifecycle.
The ideal candidate will bring deep expertise in venture capital operations, investment execution, and process automation , with a strong technology-first approach to scaling fund operations and portfolio tracking .
Key Responsibilities
Deal Flow & Investment Execution:
End-to-End Process Ownership: Architect, refine, and institutionalize a scalable, structured, and automated deal flow process , ensuring operational consistency.
Pipeline Management: Manage and monitor incoming and outgoing deals, tracking status, TAT , and pipeline health through real-time MIS and reporting dashboards.
Due Diligence & Compliance: Spearhead the entire due diligence lifecycle , ensuring seamless coordination with legal, compliance, and financial teams.
Transaction Execution: Oversee the execution of term sheets, investment agreements, and deal documentation, ensuring regulatory adherence.
Stakeholder Coordination: Serve as the operational anchor between investment teams, legal counsel, finance teams, and external advisors for smooth deal execution.
Process Optimization: Develop and enforce SOPs, process handbooks, and workflow automation tools to enhance operational efficiency.
Portfolio Management & Post-Investment Oversight:
Portfolio Tracking & Governance: Build a structured, data-driven portfolio management framework to track financial performance, growth metrics, and investment milestones.
Investor & Board Reporting: Ensure seamless communication with LPs, investors, and internal stakeholders through structured reporting dashboards and periodic investor updates.
Post-Investment Support: Implement a governance structure for tracking key touchpoints with portfolio companies, ensuring alignment with fund objectives.
Performance Analytics: Design and manage an MIS framework for portfolio companies , offering deep insights into financial health, strategic risks, and expansion potential.
Capital Calls & Follow-on Investments: Work with investment teams to structure follow-on funding strategies, capital allocation, and exit planning.
Operational Excellence & Technology Integration:
Tech-Driven Investment Operations: Lead the digitization of fund operations , integrating best-in-class technology platforms to automate and enhance decision-making.
Process & Workflow Automation: Implement AI-driven tools and automated systems to optimize deal flow, document tracking, and portfolio analytics.
Fund Structuring & Compliance: Ensure smooth fund structuring, adherence to regulatory and tax frameworks, and operational governance of investment vehicles.
Operational Playbooks & SOPs: Develop detailed fund operations manuals, investment process guides, and SOPs to ensure scalability and institutionalization of best practices.
Cross-Team Collaboration: Work closely with investment, finance, and legal teams to introduce best-in-class operational efficiencies and tech solutions.
Reporting, Analytics & Performance Optimization:
Data-Driven Decision Making: Implement a comprehensive analytics infrastructure to track deal velocity, turnaround times, and fund performance metrics .
Real-Time MIS & Portfolio Dashboards: Develop interactive dashboards to track the end-to-end investment lifecycle, ensuring transparency and alignment with fund strategy.
Automated Reporting Systems: Establish automated investor reports, fund performance analytics, and deal flow intelligence reports for internal and external stakeholders.
Regulatory & Compliance Reporting: Ensure all reporting obligations, risk assessments, and governance compliance are executed with precision.
Performance Benchmarking: Introduce industry benchmarking tools to compare fund performance against market standards.
Qualifications & Experience:
10 + years of experience in venture capital, private equity, investment banking, or fund operations , with a strong focus on investment execution, portfolio management, and technology-driven automation .
Proven expertise in deal structuring, fund compliance, and operational strategy.
Deep understanding of investment documentation, transaction workflows, and regulatory frameworks governing venture capital funds.
Strong technical skills with experience in workflow automation, data analytics, and fund management tools.
Exceptional ability to design and implement process handbooks, operational SOPs, and portfolio tracking systems.
Strong analytical and stakeholder management skills, with a structured, process-driven approach to fund operations.
Experience working in high-growth venture capital or private equity funds with a demonstrated ability to optimize operational efficiency.
Strategic Competencies & Leadership Attributes:
Obsessed with Process & Detail: Must be highly process-driven and paranoid about details , ensuring that nothing falls through the cracks.
Strong Negotiation Skills: Adept at negotiating contracts, managing stakeholders, and optimizing deal structures for the fund s advantage.
Follow-up & Execution Focused: A natural at driving accountability, following up aggressively, and ensuring that things move forward efficiently.
Leadership Quotient: Able to influence and align cross-functional teams, bringing a strong sense of authority and expertise to fund operations.
Time Management & Prioritization: Must be exceptional at prioritizing work, balancing multiple workflows, and ensuring efficient execution at all times.
Paranoid About Bottlenecks: A mindset that proactively identifies delays, removes inefficiencies, and ensures seamless execution across deal flow and portfolio operations.