MBA Student Part Time

1. Investor Research & Classification

• Develop a formalized
  investor classification framework, grouping investors by:
  
• Type (VC, PE, Family Office,
  strategic corporate, etc.)
  
• Stage
  focus and check size
  
• Sector
  focus (Energy, Industrial Tech, etc.)
  
• Geographic
  relevance
  
• Build and maintain an investor
  pipeline database using CRM tools or spreadsheets.
  
• Identify decision -makers,
  partners, analysts, or principals within target firms.
  

2. Outreach Strategy & Execution

• Prepare outreach scripts,
  emails, and messaging tailored to each investor category.
  
• Conduct cold and warm outreach
  to introduce the company’s technology and funding goals.
  
• Navigate investor organizations
  to identify the best point of contact for follow -up discussions.
  
• Coordinate
  NDAs when necessary.
  

3. Preliminary Pitching & Communication

• Conduct
  initial calls to:
  
• Present the high -level
  investment opportunity.
  
• Assess investor appetite and
  fit.
  
• Address preliminary questions
  before involving executive leadership.
  
• Share company materials, pitch
  decks, and additional documentation as needed.
  

4. Meeting Coordination & Pipeline Management

• Schedule formal meetings for
  senior leadership with qualified investors.
  
• Track investor response,
  feedback, and stage of engagement.
  
• Provide weekly pipeline updates
  to company leadership.
  
• Recommend adjustments to the
  fundraising strategy based on stakeholder feedback.
  

5. Investor Materials & Internal Collaboration

• Work closely with the executive
  and technical teams to:
  
• Refine presentations,
  executive summaries, and financial models.
  
• Assist in drafting responses
  to investor diligence questions.
  
• Ensure consistent,
  high -quality communication across investor touchpoints.
  

Requirements

• Current MBA student at a top
  U.S. business school (preferred focus on FL, TX programs, but open to all
  top -tier programs).
  
• Strong finance background;
  prior experience in:
  
• Investment
  banking,
  
• Private
  equity,
  
• Venture
  capital,
  
• Corporate
  finance, or
  
• Strategy
  consulting.
  
• Excellent
  communication and presentation skills.
  
• Ability to work independently
  and handle outreach professionally.
  

Preferred Qualifications

• Exposure to the Energy,
  Industrial, or Oil & Gas sectors is a plus.
  
• Experience building investor
  lists, deal sourcing, or due diligence.
  
• Familiarity with CRM systems
  and professional outreach tools (e.g., Odoo, Salesforce, Zoho, LinkedIn
  Sales Navigator).
  

Soft Skills

• Proactive,
  structured, and organized.
  
• Comfortable engaging with
  senior executives and investment professionals.
  
• Strong analytical and research
  capabilities.
  

Benefits

• Unique opportunity to
  contribute to a fundraising process in an advanced industrial -tech
  startup.
  
• Direct access to company
  leadership and strategic decision -making.
  
• Flexibility in schedule (ideal
  for students balancing coursework).
  
• Opportunity to expand network
  with investors across energy and technology sectors.
  
• Competitive compensation
  depending on experience and time commitment.