Director PEPI - Software Product and Tech Diligence (Open to All US locations)

About the role

We are seeking individuals that can lead and deliver software product and technology due diligence assessments on target organizations for private equity clients and their portfolio companies.

Responsibilities

• Define the objectives, scope and approach for software product and tech diligence engagements, in consultation with the Managing Director.
• Lead teams in the execution of software product and tech diligence engagements.
• Actively lead and participate in key target and client interactions, including interviews, interim updates, final readouts and any follow-ups.
• Provide oversight for the development and management of the data request list that identifies key data, artifacts, and documentation required from the target for the assessment; includes managing related interactions with the bankers managing the process and the client.
• Lead and guide detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organizing, and analysis.
• Summarize key insights into client-ready exhibits, pages, sections of the interim and final deliverables.
• Ensure the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.
• Continue to develop our people through coaching; providing input and guidance into the staffing process; actively participating in staff recruitment and retention activities; and providing leadership and support for delivery teams and staff in local offices.
• Assist in the development and evolution of deliverables and methodology.

Qualifications

• 10+ years of professional consulting or relevant industry experience, with a minimum of five years consulting to the tech industry or specializing in software/tech-enabled services product management or software development.
• Desired - experience working for or with private equity sponsors, portfolio companies, or related transaction / product and tech due diligence experience.
• Exemplary communication skills, both oral and written, including proven ability to directly develop and deliver executive-level, client-ready written communication materials, including interim updates and final deliverables.
• Demonstrated track record working with business leaders (directors and above) as well as private equity deal staff.
• Excellent fact-gathering and analytical skills, including quantitative and qualitative analysis.
• Specific experience designing and leading the execution of software product and tech assessments.
• Demonstrated ability to translate tech insights into commercial implications.
• Bachelor’s degree required, with a major in Computer Science, Engineering, Economics or another highly analytical and rigorous field.
• Flexibility to travel at least 75% of time.