Trolley

Financial Planning and Analysis

• Prepare materials, track LP conversations and write communications supporting capital formation
• Draft LP updates, recaps and outreach
• Maintain the LP pipeline after every meeting
• Build fund decks, one-pagers, data room materials and newsletters
• Build market maps, thematic research and investment theses
• Conduct primary research calls with operators, customers and experts
• Support market sizing, benchmarking, financial analysis and investment memos
• Coordinate diligence, data requests and document tracking
• Keep deal materials, term sheets and cap tables current
• Turn meetings into accurate recaps
• Draft materials for LPs, founders and co-investors requiring little editing

Explore Investment Analyst at Trolley. Review requirements and application details.