What are the responsibilities and job description for the Analyst - B2B SaaS & Tech Investments position at Performant Capital?
Job Title: Analyst- B2B SaaS & Tech Investments
Location: Chicago, IL
Firm Type: Lower Middle Market Private Equity
Employment Type: FTE On Site
About the Firm:
Performant Capital is a Chicago-based, lower middle market private equity firm focused on investments in technology-driven companies. Performant acquires businesses across SaaS, technology-enabled services, and data intelligence products and services. Performant acquires businesses with annual revenues ranging from $1M to $30M. With over 50 years of collective investing and operating experience in these sectors, Performant’s principals seek opportunities where its depth of investing, operating expertise, and partner network can materially impact performance.
Position Summary:
We’re seeking a highly analytical, tech-savvy Analyst to join our investment team. This role offers hands-on exposure to the full investment lifecycle—from sourcing and diligence to portfolio strategy and value creation—within a collaborative, fast-moving environment. You’ll help identify the next generation of breakout B2B SaaS companies and work closely with management teams to help them grow.
Key Responsibilities:
Deal Sourcing & Market Research
- Conduct deep, thematic research into SaaS verticals and emerging tech trends
- Help identify and track high-potential founder-led and bootstrapped businesses
- Support outreach to founders, CEOs, bankers, and other deal intermediaries
Investment Analysis & Execution
- Build detailed financial and SaaS-specific operating models (e.g., ARR, NRR, CAC, LTV)
- Analyze product, market fit, retention metrics, customer cohorts, and unit economics
- Assist in due diligence and investment memo preparation for IC presentations
- Coordinate with third-party advisors on legal, financial, and tech diligence
Portfolio Company Support
- Monitor and analyze KPI dashboards, investor updates, and financial reports
- Support strategic initiatives like pricing optimization, GTM expansion, and M&A
- Collaborate with CEOs and operating partners on growth initiatives and reporting
Internal Initiatives
- Help refine sourcing strategies, CRM tracking, and deal pipeline management
- Support fundraising, LP reporting, and preparation of firm materials as needed
Qualifications:
- 1–3 years of experience in investment banking, growth equity, private equity, corporate development, or SaaS-focused consulting
- Deep understanding of B2B SaaS metrics, business models, and industry dynamics
- Exceptional financial modeling skills, including cohort analysis and retention modeling
- Strong communication and presentation skills—able to synthesize complex ideas clearly
- Highly organized, self-directed, and able to thrive in a lean team environment
- Passion for technology and curiosity about how software businesses scale
What We Offer:
- Early and meaningful deal exposure in a thesis-driven investment environment
- Direct mentorship from senior investment professionals and operating executives
- Opportunity to take ownership in a flat, entrepreneurial culture
- Competitive compensation, performance-based bonus, and benefits package
Salary : $30
