Sr. Capital Formation Associate

ABOUT GEORGIAN

Georgian is a growth equity firm that seeks to invest in B2B technology companies, We invest in ~6 new companies per year and support our portfolio companies with capital and technical capability.

Georgian has been active in analytics and applied AI since its founding in 2008 and invests across the AI technology stack, from infrastructure and applications to cybersecurity and developer tools.

Georgian's in-house AI Lab of 10+ engineers and scientists assist portfolio companies on production AI deployment. Georgian's team brings together investors with machine learning professionals, software entrepreneurs and experienced operators aiming to provide a differentiated experience across the investment lifecycle.

The firm manages $5.8B AUM (as of December 31, 2025) and has invested in more than 80 companies.

ABOUT THE ROLE

This role will represent Georgian at the highest levels of LP engagement, supporting the scale of our platform across Growth Funds, Breakout Funds, and SPVs. It is a senior-facing position with significant exposure to Georgian's Founders and leadership team, requiring a high degree of autonomy, judgment, and executive presence.

Unlike traditional Capital Formation roles, success at Georgian requires the ability to flex across both fundraising and investment functions. The Capital Formation team owns Investor Relations, the firm’s Strategic Investments program (Breakout Fund, LP co-invest, SPVs), and asset allocation. The team includes a mix of fundraisers, relationship managers, portfolio analysts, investment bankers, and investment professionals who specialize in later-stage or complex investment execution. This position offers meaningful exposure to deal execution and syndication across the Breakout Fund, LP co-invests, and SPVs (alongside core LP relationship management).

WHAT YOU’LL BE RESPONSIBLE FOR

LP COVERAGE & RELATIONSHIP MANAGEMENT

• Serve as both primary and secondary relationship manager across the LP base:
• Own a defined set of relationships directly while supporting the Head of Capital Formation and Georgian’s Founders as a secondary point of contact on their pipeline.
• Core coverage focused on North America, however potential travel across the Middle East, Europe, and Asia may be needed.
• Maintain active LP engagement through regular calls, meetings, conferences, and roadshows. Track sentiment and preferences to tailor communications and strengthen long-term partnerships.
• Act as a key execution partner to the Head of Capital Formation by preparing briefing materials, talking points, and presentations.
• Step in to represent the Head of Capital Formation where appropriate, and provide strategic input to support fundraising decisions and LP prioritization.
• Support development and execution of fundraising strategy, including identification and prioritization of new LP prospects.
• Prepare pipeline reports and status updates for senior leadership, providing visibility into fundraising progress and conversion metrics.

CAPITAL FORMATION OPERATIONS

• Oversee the strategy of core LP communications and partner with various firm stakeholders to drive execution.
• Help build scalable processes, templates, and playbooks that improve team efficiency and output quality.
• Delegate, mentor, and oversee work products from junior team members, providing feedback to ensure quality, consistency, and professional development.
• Coordinate due diligence processes for prospective investors, including DDQ responses, reference calls, and onsite visits, with support from junior Capital Formation resources.
• Partner with finance, legal, and compliance teams to support LP reporting obligations and regulatory requirements.

STRATEGIC INVESTMENT SYNDICATION

During periods when Georgian is not actively raising a flagship fund, we believe LP facing team members should develop deeper expertise across our portfolio and investment strategy. In our view, the best way to build that expertise is through hands-on deal execution, which sharpens the investor mindset needed to engage LPs with conviction and credibility. Our co-invest program is a critical tool for deepening LP relationships, and having genuine depth on our portfolio and strategy is what makes those conversations meaningful.

• Support the Strategic Investments team across large follow-on investments derived from our Breakout Fund, LP co-invest opportunities, and SPVs or Continuation Vehicles.
• Collaborate with the Strategic Investments team on deal materials (investment memos, ad hoc due diligence requests, cap table analysis, company presentations), transaction structuring, diligence coordination, and closing mechanics.
• When required, Interact with portfolio company management teams on transaction process milestones, syndication, and closing dynamics.
• Serve as a primary point of contact for LP co-invest interest, matching opportunities to investor mandates and managing communication throughout the investment process.
• Build and maintain relationships with LPs and strategic partners to develop a reliable syndication network for future co-invest opportunities.

WHAT WE’RE LOOKING FOR

• Experience: 5+ years of experience in investment banking, a top-tier placement agent firm, management consulting, or a dedicated investor relations/business development role within private equity.
• Intellectual Curiosity: you demonstrate a genuine passion for software and AI trends, with an eagerness to master complex technical concepts quickly. You will proactively engage with subject matter experts in the AI Lab to stay ahead of market shifts and firm-wide innovations.
• Analytical Rigor: you apply a first-principles mindset to evaluate business fundamentals and technical differentiation. You are expected to synthesize deep diligence insights to confidently contribute in discussions both internally and to sophisticated LPs.
• Technical Skills: You must demonstrate high proficiency in Excel/Google Sheets (financial modeling/metrics) and PowerPoint/Google Slides, supported with strong technical experience managing and interpreting large data sets, data analysis, data mining, and pattern recognition. High proficiency using AI productivity tools to streamline workflows and accelerate content development is a significant asset. Experience withHubSpot, Deal Cloud, or similar CRM workflows for pipeline tracking is a nice-to-have asset.
• Soft Skills: You possess the professional polish and confidence required to navigate high-stakes environments and “manage the room” during senior level engagements. You command credibility with institutional executives while maintaining obsessive attention to detail, and the ability to execute complex projects under tight deadlines.
• Education: Bachelor’s degree in finance, economics, commerce, or a related field.

LOCATION & WORK ARRANGEMENT

• Work Environment: This role is hybrid, but the head office is based in Toronto. Georgian’s hybrid work model balances focused remote work with high-impact in-office collaboration.
• Travel: This position requires a strong willingness to travel globally (estimated to be up to 50-60% time commitment) to support investor meetings and industry conferences.
• Growth: This is a high-visibility role with significant exposure to senior leadership and the global LP community, offering a clear path towards a Partner level role within Capital Formation.

POSITION STATUS

This posting represents an active, immediate vacancy on our team. We are currently interviewing for this role.

OUR COMMITMENT TO ACCESSIBILITY

Georgian is dedicated to building an inclusive environment where everyone can thrive. We provide reasonable accommodations throughout our recruitment process to ensure every candidate has the opportunity to perform at their best. If you require any specific accommodations at any stage, please reach out to us at peopleteam [at] georgian.io.

USE OF AI

Innovation is at our core and we use artificial intelligence (AI) to support parts of our hiring process, such as screening and evaluating applications. These tools are designed to assist - not replace - human decision making and all final hiring decisions are made by our team. We regularly review our AI tools to help promote fairness and reduce the risk of unintended bias. If you have any questions about how we use AI in our process or would like more information, please contact us at careers [at] georgian.io.