Value Creation Associate
Five Elms Capital, Kansas City, MO, United States
Five Elms Capital is a growth investor in B2B software platforms, providing capital and resources to help software founders accelerate growth and strengthen their position as industry leaders.
Founded in 2007, we have over $3 billion in assets under management, more than 80 investments globally, and are currently investing out of our $1.1 billion sixth fund.
Headquartered in Kansas City, our 75+ person team operates with a collaborative, entrepreneurial culture. Team members have direct exposure to firm and portfolio leadership and are encouraged to make an impact from day one.
ABOUT THE VALUE CREATION TEAM Five Elms is scaling its Value Creation team to increase the depth of professionals serving as trusted partners to its portfolio of 40+ software companies. The Value Creation team:
Supports the Five Elms Investment Team during due diligence by evaluating prospective portfolio company's operational capabilities, processes, and risks.
Onboards each company post-investment by outlining Five Elms expectations, reviewing value creation opportunities identified during diligence, and implementing the plans to execute and capitalize on these opportunities.
Works with the CEO and senior leaders at portfolio companies to drive value creation plans and positive change.
Supports portfolio companies in strategic planning, hiring, budgeting & forecasting, and resource allocation processes.
Collaborates closely with the Five Elms Investment Team to evaluate and monitor portfolio company strategic plans relative to the deal thesis.
Advises our portfolio companies on process improvements and strategic initiatives to drive growth, efficiency, and profitability across various functional areas such as sales, marketing, finance, and customer success.
Analyzes portfolio company benchmarks of relevant KPIs, identifies opportunities for improvement, and drives change within the portfolio.
Supports our companies with M&A integration and sell-side diligence readiness.
Documents industry and portfolio best practices across functional areas for portfolio companies to utilize in the execution of key value creation levers.
IS FIVE ELMS RIGHT FOR YOU?
2-4 years of financial and/or operational experience.
Tangible experience taking projects from ideation through implementation.
Operational experience within a software company is preferred, but not required.
Direct involvement in business transformation or operating model design.
Experience working with senior leaders across functions.
Ability to communicate professionally and succinctly, both written and verbally.
Strong initiative and ability to juggle multiple projects and competing priorities from start to finish.
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Founded in 2007, we have over $3 billion in assets under management, more than 80 investments globally, and are currently investing out of our $1.1 billion sixth fund.
Headquartered in Kansas City, our 75+ person team operates with a collaborative, entrepreneurial culture. Team members have direct exposure to firm and portfolio leadership and are encouraged to make an impact from day one.
ABOUT THE VALUE CREATION TEAM Five Elms is scaling its Value Creation team to increase the depth of professionals serving as trusted partners to its portfolio of 40+ software companies. The Value Creation team:
Supports the Five Elms Investment Team during due diligence by evaluating prospective portfolio company's operational capabilities, processes, and risks.
Onboards each company post-investment by outlining Five Elms expectations, reviewing value creation opportunities identified during diligence, and implementing the plans to execute and capitalize on these opportunities.
Works with the CEO and senior leaders at portfolio companies to drive value creation plans and positive change.
Supports portfolio companies in strategic planning, hiring, budgeting & forecasting, and resource allocation processes.
Collaborates closely with the Five Elms Investment Team to evaluate and monitor portfolio company strategic plans relative to the deal thesis.
Advises our portfolio companies on process improvements and strategic initiatives to drive growth, efficiency, and profitability across various functional areas such as sales, marketing, finance, and customer success.
Analyzes portfolio company benchmarks of relevant KPIs, identifies opportunities for improvement, and drives change within the portfolio.
Supports our companies with M&A integration and sell-side diligence readiness.
Documents industry and portfolio best practices across functional areas for portfolio companies to utilize in the execution of key value creation levers.
IS FIVE ELMS RIGHT FOR YOU?
2-4 years of financial and/or operational experience.
Tangible experience taking projects from ideation through implementation.
Operational experience within a software company is preferred, but not required.
Direct involvement in business transformation or operating model design.
Experience working with senior leaders across functions.
Ability to communicate professionally and succinctly, both written and verbally.
Strong initiative and ability to juggle multiple projects and competing priorities from start to finish.
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