VP/Principal, Investment Team

About Bloom Equity PartnersBloom Equity Partners is a leading technology-focused private equity firm headquartered in NYC, currently deploying capital out of Bloom Equity Partners Fund I. We specialize in unlocking growth in lower-middle market enterprise software and business services companies through control investments, further developing already-great businesses into market leaders.Led by a team of technology-focused investors and industry operators, Bloom injects capital, operational resources, and playbooks into recession-resistant businesses to rapidly unlock transformational growth and deliver superior risk-adjusted returns to our investment partners and management teams.About the RoleTitle and scope will be calibrated to experience level. We are looking for the right investor and leader, not just the right resume.This role sits at the center of Bloom's investment engine-leading deals from origination through execution and driving value creation within our portfolio companies.Leveraging deep private equity investing and operational experience, the VP/Principal will manage and drive Bloom's efforts across the full investment lifecycle: thesis generation, deal sourcing, transaction execution, debt and equity capital raising, portfolio management, and exit. The VP/Principal will expand the firm's reach by building trust-based relationships with key parties-management teams, investment bankers, advisors, limited partners, and portfolio company executives-while serving as a trusted partner to the senior leaders of the firm.This is a high-ownership role for a proven investor who is ready to lead deals, shape strategy, and build an enduring platform in enterprise software investing.ResponsibilitiesSource enterprise software and business services buyout opportunities through proprietary research, intermediary relationships, and direct outreach to founders and CEOsHelp shape investment team culture, recruiting strategy and analyst/associate development programsLead thematic research in relevant technology sub-segments to develop conviction around investment themes and target profilesSet up and lead quantitative and qualitative due diligence on prospective investments, coordinating across internal teams and external advisors (legal, financial, commercial, technical)Lead and oversee key functions of a transaction including financial modeling, investment committee memoranda, investor presentations, due diligence frameworks, and lender presentationsManage relationships with key investment stakeholders—management teams, advisors, co-investors, and financing partners-and develop a deep sector-specific networkLead negotiations of key transaction documentation (purchase agreements, shareholder agreements, management incentive plans, credit agreements) with support from internal and external counselContribute to structuring and raising debt financing in partnership with lenders and capital markets advisorsActively engage with the boards of portfolio companies with responsibility for post-closing value creation workstreams, strategic initiatives, and board materialsMonitor performance and risk profile of existing portfolio investments; prepare and present deal information by stage to the investment committeeLead and mentor associates and analysts in developing financial models, managing diligence processes, and advancing professionallySupport fundraising and LP relations by building investor relationships, preparing fund reporting, and participating in LP meetings and co-investment processesContribute to Bloom's client-related activities, firm-building initiatives, and internal strategic planningIdeal Candidate6–10 years of progressive private equity investment experience, ideally preceded by 2–3 years in investment banking or management consultingProven track record of leading enterprise software/business services buyouts in the lower-middle marketSuperior business acumen and judgment to analyze investment opportunities, market dynamics, and company financials within the technology sectorDemonstrated ability to independently lead deal processes from origination through closeStrong relationships with intermediaries, investment bankers, operators, and advisors in the enterprise software ecosystemAbility to flex both upwards and downwards - coordinating the investment process at a senior level while maintaining the highest quality of analytical executionExceptional communication skills (written and verbal) with the presence to engage credibly with founders, C-suite executives, board members, and limited partnersHands-on, entrepreneurial leader who thrives in a small, high-autonomy team environmentMBA from a top-tier university preferredSkills & CharacteristicsTrack record of multiple successful exits or significant value creation milestonesAbility to shape firm strategy and investment thesis evolutionOutstanding financial modeling and analytical capabilitiesStrong understanding of accounting, capital structures, and debt financingConstantly looking ahead; anticipating, guiding, and communicating proactivelySelf-initiating in a manner aligned with Bloom's strategy and cultureInspires and engages internal and external teamsCurious, creative, and ambitious—passionate about investing in technology businessesExcels at building internal and external alignment on ideas, actions, and recommendationsCarries and conveys a healthy sense of urgencyWhat We OfferBloom Equity Partners retains the culture, pace, and agility of a startup while building an institutional-quality investment platform. We are committed to attracting, developing, and retaining exceptional talent by offering a workplace where results are recognized and rewarded.Partner-track role with meaningful carried interest participation and a clear pathway to senior leadershipDirect partnership with experienced investors and operators who have built and scaled technology businessesHigh-impact, high-autonomy environment where you will lead deals and shape portfolio company outcomes from day oneExposure to every dimension of the firm-investing, portfolio operations, fundraising, and strategic planningCompetitive compensation package including base salary, performance bonus, and carried interestMentorship and professional development within a collaborative, intellectually rigorous teamSalary - $100,000-$200,000 + additional variable compensation depending on experience.Powered by JazzHR