Note: The job is a remote job and is open to candidates in USA. Trolley AI is an operating platform connected to Kinship Ventures, an investment platform backing high-growth and category-defining companies. The Investment Analyst supports capital formation and investment activities through LP communications, fundraising materials, market research, diligence, deal support, and analytical writing.
Responsibilities
- Support active fundraising workstreams, from materials preparation through follow-up
- Draft LP updates, recap emails, follow-up notes, and outreach communications
- Maintain LP pipeline tracking and keep records current after every meeting
- Prepare briefing materials and background research ahead of LP conversations
- Support the development of fund decks, one-pagers, and data room materials
- Contribute to fund newsletters and outward-facing communications
- Develop market maps, thematic research, and investment theses across target sectors
- Conduct primary research through calls with operators, customers, and industry experts
- Support quantitative and qualitative diligence: market sizing, competitive benchmarking, financial analysis
- Contribute to investment memos and materials for internal decision-making
- Track deal flow, co-investor activity, and market momentum
- Maintain research libraries and diligence documentation
- Support deal execution workstreams alongside the Principal
- Assist with diligence coordination, data requests, and document tracking
- Build working familiarity with term sheets, cap tables, and governance documents
- Keep deal materials current and accessible across the team
- Write clear, warm, polished communications that adapt tone to the audience
- Turn meetings and conversations into accurate, useful written recaps
- Draft materials that go directly to LPs, founders, and co-investors with minimal editing
- Support fund communications that require a marketing sensibility, not only an analytical one
Skills
- You operate with sharp analytical instincts and genuine investment judgment
- You read a market, a deal, or an LP conversation quickly, and you form a point of view rather than just assembling data
- You are AI-fluent — using Claude and ChatGPT to accelerate research, drafting, and analysis — but your writing carries your own judgment, not a summary of someone else's
- With strong written and verbal communication, you move between LPs, founders, and internal stakeholders in the same day without losing precision in either direction
- Founder-mode operator — high agency, high EQ, razor-sharp instincts, and an ability to read the room and act before being asked
- Context-switcher — comfortable moving between fundraising materials, LP communications, and diligence work in the same day, without losing focus or dropping a thread
- Exceptional communicator — you write clearly, warmly, and precisely, adapting register depending on whether the reader is an LP, a founder, or an internal stakeholder
- Operational powerhouse — you drive structure, efficiency, and accountability in fast-moving, complex environments
- AI-native and no-code-fluent — proficient with Claude and ChatGPT for research, drafting, and analysis; you use AI to move faster without losing your own judgment or point of view; you maintain your own Notion dashboards, plugins, and AI agents, and build no-code/AI automations and workflows that give leverage
- Killer at Notion — you build and maintain Notion boards, databases, and trackers that organize relationships, projects, and priorities across the business
- Sharp writer and researcher — you produce clean, efficient memos, updates, and diligence work that get straight to the point, no fluff
- Builder, not just a user — you treat AI as an operating system: testing new tools and agents, folding the useful ones into daily workflows, and documenting what works so others can run with it
- Forms opinions, not just data — you don't just assemble research; you tell the reader what it means and what you'd do about it
- Financially and operationally fluent — comfortable with term sheets, diligence, cap tables, and budgets, not just calendars and correspondence
- A finisher — you own things through to completion and can point to what shipped, not what's in progress
- Highly collaborative with a good sense of humor — you don't take things personally, and you stay warm, steady, and easy to work with under pressure
- Highly trustworthy and discreet — you'll handle sensitive information and critical relationships
- 2-3 years of relevant experience in venture capital, investment baking, startup ops/strategy, consulting or founder (office) roles
- Direct exposure to fundraising, investor relations, or LP communications
- Exceptional written English. This is a primary filter. You write clearly, warmly, and precisely, and you adapt register depending on whether the reader is an LP, a founder, or an internal stakeholder
- Strong verbal communication. You are credible on calls with senior investors and operators
- Solid analytical foundation: financial modeling, market sizing, competitive analysis, and comfort with accounting fundamentals
- Working familiarity with term sheets, cap tables, and diligence processes
- Proficiency in Excel, PowerPoint, and Google Workspace
- AI fluency with Claude and ChatGPT for research, drafting, and analysis. No coding required
- Comfortable working with US-based teams and American business culture
- Organized, autonomous, and able to hold multiple workstreams without dropping threads
- Experience supporting an active fund raise
- Some marketing or copywriting strength, enough to contribute to newsletters and outward-facing fund communications
- Consumer, media, or brand sector exposure
- Bachelor's degree in business, finance, economics, or a related field
Benefits
- Remote work arrangement
Company Overview