Job Location : New York,NY, USA
OffDeal is an AI-native investment bank redefining how small businesses are bought and sold. We're building what Goldman Sachs would look like if it launched in 2025 - built for companies up to $100 million in revenue. Backed by Radical Ventures and Y Combinator, we're attacking a $10 trillion SMB market with a proprietary platform that surfaces every credible acquirer, auto-generates pitch decks, CIMs, diligence checklists, and manages the deal end-to-end. By automating the time-consuming grunt work of M&A analysts, our team can serve significantly more clients - and help entrepreneurs realize life-changing exits faster and more affordably.
The RoleAs an OffDeal Investment Banker you'll focus on what matters most: earning owners' trust and closing deals. Unlike traditional roles where 70 % of time is spent prospecting and creating documents, our AI does the heavy lifting. You step in once qualified owners are engaged - enabling you to work on 20-30 deals per year versus the industry norm of 3-5.
What You'll DoHigh-Value Advisory: Build rapport with owners, provide strategic guidance, and structure optimal deals while AI drafts the core materials.
Efficient Deal Execution: Operate in a two-person pod: a dedicated BD banker fills your pipeline with pre-qualified sellers and you do the closing.
AI-Enhanced Deal Preparation: Refine AI-generated teasers, CIMs, and buyer lists; weeks of work collapse into hours.
Product Innovation: Feed real-time feedback to engineers and help shape the future of tech-enabled M&A.
A typical month as an OffDeal Investment Banker:
M&A Experience: 2-4+ years in investment banking or private equity from a top firm
Financial Acumen: Strong financial literacy (statements, multiples, diligence flows)
Communication & Empathy: Elite communicator who can translate complexity for first-time sellers
Entrepreneurial Spirit: Self-starter who excels in a fast-moving, ambiguous environment.
Educational Background: Bachelor's in Finance, Business, Economics, or related field
Why Join OffDealOffDeal is growing exceptionally fast and is a leader in AI-enabled services deal volume is compounding every quarter.
Work Directly with Founders Collaborate closely with the CEO and influence both our M&A playbook and product roadmap. High-Impact Role Your closed deals directly drive revenue and shape our market reputation. Growth Opportunities This founding seat offers runway to lead an industry vertical or broader M&A function over time. Top-Tier Environment Medical, dental, vision, unlimited PTO, free lunch and dinner, Equinox memberships, and NYC relocation allowances. In-Person in NYC Join an energetic office and a passionate team committed to disrupting a trillion-dollar industry.
If you're an ambitious early- or mid-career finance pro who'd rather shape the future of deal making than polish logos in Appendix K, let's talk.