Private Equity - Deal Origination (Volunteer)
Triple Arch Equity is tackling a hard problem in Private Equity - Data, Pipelines and Observability.
Role Summary
We are looking for a volunteer for our PE team focused on sourcing investment opportunities using automation / Agentic AI in the UK lower-mid-market sector.
Key Responsibilities
- Conduct AI desk research to identify potential target companies that align with our investment criteria.
- Analyse publicly available data and company information (financials, ARR/MRR metrics, market position, competitor landscape) with AI and build short-form summaries for review.
- Using AI to Assist in building and maintaining lead lists and CRM databases of companies, founders, key contacts, intermediaries and advisors.
- Support AI outreach via email, LinkedIn and phone calls to founders, CTOs, growth executives, brokers, accelerators and advisers to gauge initial interest.
- Using AI to Prepare briefing slide decks or internal summaries for the origination team focusing on industry dynamics, business models, and growth metrics.
- Attending, where possible, introductory meetings with senior colleagues and company prospects; capture meeting notes, follow-up items and key insights.
- Track outreach activity and pipeline metrics for sector leads: number of contacts initiated, responses received, meetings arranged, leads qualified.
Qualifications & Skills
- Currently enrolled in or recently completed a bachelor's degree (or equivalent) in finance, business, economics, computer science, engineering or related discipline.
- Excellent communication and interpersonal skills: confident writing to and speaking with senior stakeholders (founders, execs) and intermediaries.
- Highly motivated, proactive, and able to work independently in a fast-paced, PE savvy environment with grit and hustle.
- Bonus: Software Engineer / Automation Engineer capabilities. (Not software developer, think systems not coding)
Learning Outcomes & KPIs
- Assist in achieving weekly/monthly outreach targets specific to the Acquisition sector: number of companies contacted, responses generated, meetings secured.
- Support pipeline generation for business targets: number of target companies identified; qualified leads passed to the origination team.
- Receive regular mentorship from deal originators; build practical exposure to sourcing, screening and early-stage qualification of investment opportunities.
Why Join Us?
We have a no secrets environment with most of our operations; you will learn almost every aspect of what it would be like to work in a Private Equity Firm.
All of this to say,
1. If you are a stellar performer, we will hire you and work for us full time.
2. We operate in a no B.S environment. What we see, you can see. First Quantity and then work towards Quality.
3. We will let you go if you don't meet our expectations. Sorry, it's hard industry and mediocrity comes with a price.
4. Do not apply if you don't have grit and hustle. Opportunity Description is a guideline and not final.
5. The directors read every application. Using AI to write overly professionally or giant slop of text will get you disqualified.
6. Don't upload CV's, a short paragraph with your qualification + what you can help with is more than enough (no more than 10 lines). Please don't spam us on social media.
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