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Capital Formation Associate

Job in Toronto, Ontario, C6A, Canada
Listing for: Doist
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Financial Analyst, Capital Markets
Salary/Wage Range or Industry Benchmark: 70000 - 110000 CAD Yearly CAD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

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.

About the Role

The Capital Formation Associate (“Associate”) will support the Capital Formation team in executing Georgian’s fundraising strategy across Growth Funds, Breakout Funds, and SPVs while managing the end‑to‑end LP journey. Serving as the team’s execution engine, you will translate our investment strategy, AI Lab differentiation, and co‑investment programs into high conviction narratives for LPs in North America, Europe, the Middle East, and Asia.

You will be at the center of Georgian’s interactions with many of the largest and most sophisticated institutional investors across the globe. This position is expected to offer a growth track toward a frontline investor coverage role.

What You’ll be Responsible For
  • Fundraising Materials & Due Diligence Ownership: Own the development and ongoing maintenance of core fundraising and IR materials, including LP presentations, Georgian overview materials, DDQs, PPMs, ODDs, and general management of the VDR; coordinate across Finance, Legal and Compliance to ensure technical fund metrics (IRR, MOIC, TVPI) and governance policies are accurately represented.
  • Pipeline Management & CRM Strategy: Serve as the Hub Spot “super‑user,” managing the full LP lifecycle; develop “Pipeline Health” reports to identify bottlenecks and geographic coverage gaps, ensuring automated and personalized touchpoints are maintained so no lead goes cold.
  • Investor Research & Pipeline Development: Conduct investor research and prospecting to identify and profile potential LPs that align with Georgian's investment thesis; develop detailed institutional profiles to support targeted outreach efforts, ensuring the Capital Formation pipeline is populated with high quality leads.
  • Roadshow Readiness & Partner Support: Prepare detailed briefing materials for senior partners prior to LP meetings, highlighting investor preferences, historical concerns and potential counter‑arguments to ensure roadshow readiness.
  • Portfolio Reporting & Financial Transparency: Collaborate with the investment, marketing, compliance and finance teams to produce quarterly reports and LP Advisory Committee (LPAC) materials; synthesize complex portfolio milestones, general fund performance and co‑invest highlights into qualitative “value‑add” updates for LPs.
  • AI Integration & Process Optimization: Implement and leverage AI‑driven tools for process and team workflow efficiencies, content development and pipeline analysis.
  • Investor Requests: Serve as the first point of contact for LP inquiries, owning the IR inbox and partnering cross‑functionally with finance and compliance teams to deliver accurate, well‑coordinated responses.
  • LP Co‑Invest Syndication: Provide occasional support to Georgian’s Strategic Investments team on LP co‑invest syndication processes, including data‑room administration, transaction documentation support and pipeline tracking.
How You’ll be Successful
  • Portfolio & Strategy Articulation: Independently communicate Georgian’s investment strategy and AI‑driven edge to sophisticated institutional LPs, demonstrating deep command of the portfolio and the ability to translate complex, technical business models into compelling narratives for non‑technical investors.
  • Funnel Efficiency: Drive measurable improvements in the investor funnel, specifically increasing the conversion rate from “Introductory Call” to “Due Diligence” through high‑impact screening, proactive follow‑up and strategic…
Position Requirements
10+ Years work experience
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