Job description
Job Title : Due Diligence Lead Experience : 1–4 years
Location : Bangalore (From Office)
Reporting to : Founders
Function : Investment Research & Underwriting About Binocs Binocs is an AI-powered investment research and underwriting platform serving private equity, private credit, and M&A teams. We are backed by leading venture capital investors including Beenext, Accel, Arkam, Credit Saison, and Premji Invest. Our proprietary Gen AI agent framework automates the most time-consuming elements of deal evaluation — from industry deep-dives and credit underwriting to valuation analysis and deck creation — delivering investment-grade outputs in hours instead of weeks.
Founders :
- Tonmoy Shingal (CEO), Bangalore – Co-founder & ex-COO of Mettl, a SaaS-based, category-leading, AI-enabled talent assessment company acquired by Mercer in 2018. Has built large-scale, enterprise-grade commercial systems serving thousands of clients globally.
- Saurabh Gupta (Co- CEO), NYC – IIT Kanpur alumnus and PhD from MIT, with 18+ years of experience in strategy and due diligence, most recently as a Partner at KPMG in their New York office leading complex commercial diligence engagements for global PE clients.
- Core team includes 30 talented, motivated professionals very apt for this mission (with PhDs in AI, key architects in leading global tech startups)
- 2 of the big 4s, PE funds, NBFCs, Corp Dev teams are our existing customers in the US We are on a mission to redefine how the investment world works — and we're looking for top talent to join us in shaping this future. Role Overview We are seeking a Due Diligence Associate (CDD / FDD / ODD) to lead the next generation of investment analysis. This is not a back-office role — you will be at the frontlines of redefining how private equity deals are evaluated. The key goal : use Binocs' Gen AI agents and external research tools to produce high-quality, insight-rich research, underwriting memos, and decks at a fraction of traditional timelines. About 20% of your role will also involve collaborating with the product team — helping shape our roadmap and AI agent capabilities based on your deal-making insights. If you've ever wanted to envision, power, and lead the new world of PE investments, this is the place. Key Responsibilities
- Underwriting & Due Diligence ○ Conduct sector, company, and competitive analysis for target investments. ○ Assess borrower / company financial health, growth potential, and risks. ○ Analyze historical & projected financials, cash flows, and leverage metrics. ○ Identify red flags, value creation levers, and deal breakers.
- Deal Support ○ Draft investment and credit memos for deal committees. ○ Prepare high-impact decks and decision packs for internal and client use. ○ Support valuation and credit modelling, including scenario & sensitivity analysis. ○ Sales support to build initial draft proposals for upcoming projects
- Use of AI & Technology ○ Harness Binocs' AI agent ecosystem and premium data platforms (Capital IQ, PitchBook, FactSet) to deliver fast, accurate, and fully-cited outputs. ○ Structure deliverables for clarity, precision, and strategic insight.
- Product Development Support (20%) ○ Collaborate with the product team to design and test new AI capabilities. ○ Provide structured feedback to improve deal workflow automation. ○ Help develop reusable templates, research frameworks, and agent workflows. Qualifications & Skills
- Experience : 2–4 years in management consulting, investment banking, private equity, or equity research, ideally with exposure to credit analysis / underwriting.
- Education : Graduate in Business, Economics, Finance, or Engineering; MBA / CFA preferred.
- Core Skills : ○ Strong analytical and financial modelling skills. ○ Proficiency in Excel and PowerPoint. ○ Excellent structured writing and communication. ○ Ability to synthesize complex data into clear, actionable insights.
- Nice to Have : ○ Experience with AI tools and financial databases. What We Offer
- A front-row seat to the future of private equity and credit due diligence.
- Opportunity to work directly with two highly accomplished founders with deep expertise in scaling ventures, strategy, and diligence.
- Exposure to global deal-making and cutting-edge AI workflows.
- A high-autonomy, high-impact role in a rapidly scaling venture-backed startup.
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Skills Required
Powerpoint, financial databases , Excel, Financial Modelling