Investor Prospect Research Analyst

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Overview: This engagement is for a wellness company in Denver, CO. The company is building a prospect funnel to support an active capital raise. We're looking for an experienced, highly discreet research contractor to identify and profile the investors most likely to fund a project like ours — private equity firms, private placement groups, family offices, and sophisticated individual investors — and to map the relationships around each one so that a single good contact opens the door to several more. This is a research role: the contractor sources, verifies, and organizes prospect intelligence for The company's principals to act on. It does not involve outreach, solicitation, or negotiation with prospects. Key Responsibilities: Phase 1 — Market & Value Proposition Segmentation Segment the addressable investor market by value proposition, mapping which categories of capital (equity firms, private placement networks, family offices, high-net-worth individuals) are aligned with The company's investment thesis Establish the target raise size and identify the national universe of investor types who typically write checks at that size and stage Phase 2 — Firm & Investor Identification Identify specific equity firms, private placement groups, family offices, and individual investors whose stated focus, prior deals, or public commentary align with The company's value proposition Build structured profiles for each target: investment thesis, check size, decision-makers, and prior relevant deals Phase 3 — Principal & Network Deep-Dive Research the principals behind each identified office — what they personally invest in, what boards or organizations they sit on, and what other groups they're affiliated with Identify co-investors, syndicate partners, and other groups that have participated in similar projects, and trace those relationships to surface additional prospects Continue this relationship-mapping process outward from each confirmed contact to keep expanding the pool of qualified prospects Phase 4 — Funnel Documentation Maintain an organized, continuously updated prospect database with sourcing rationale, relationship paths, and priority tiering Deliver periodic written summaries of findings and recommended next targets to The company's principals Please review role PDF for full description.

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • $45.00

    -

    $60.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Investor Relations
Market Research
Activity on this job
  • Proposals:10 to 15
  • Last viewed by client:5 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 17, 2026
  • United States
    6:40 AM
  • Health & Fitness
    Small company (2-9 people)

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