Appier · 13 hours ago
Investment Analyst
San Francisco, CA
Full-time
Hybrid
Entry, Mid Level
2+ years expAppier is a software-as-a-service (SaaS) company focused on leveraging artificial intelligence for business decision-making. The Investment Analyst will support investment execution, M&A transactions, and strategic partnerships, collaborating with various stakeholders to identify opportunities and drive strategic initiatives.
AnalyticsArtificial Intelligence (AI)Information TechnologyMachine LearningSaaS
Responsibilities
Deal Sourcing & Research
Conduct market research, competitive analysis, and industry mapping to identify investment and M&A opportunities
Track sector trends and provide regular strategic insights
Financial Modeling & Valuation
Build and maintain financial models for investment targets and M&A opportunities
Perform valuation analyses using DCF, precedent transactions, trading comps, and other methodologies
Due Diligence & Deal Execution
Support due diligence processes across financial, commercial, legal, and technical areas
Assist in preparing internal investment memos, presentations, and board materials
Liaise with external advisors (e.g., bankers, lawyers, consultants) during deal execution
Strategic Planning & Integration
Work cross-functionally with product, finance, legal, and operations teams on strategic initiatives
Support integration planning and tracking post-close KPIs for acquired companies
Pipeline & Process Management
Maintain the M&A and investment opportunity pipeline
Support internal reporting and tracking of strategic initiatives
Qualification
Required
2+ years of experience in investment banking, private equity, management consulting, corporate development, or a related field
Strong financial modeling and valuation skills
Proficient in Excel, PowerPoint, and data analysis tools; familiarity with CapIQ, PitchBook, or similar platforms a plus
Excellent written and verbal communication skills, with the ability to synthesize and present complex information clearly
Highly analytical, detail-oriented, and capable of managing multiple workstreams in a fast-paced environment
Passion for technology, M&A, and strategic growth
Company
Appier
Appier is a SaaS company that uses artificial intelligence to support business decision-making.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$164.46MKey Investors
Pavilion CapitalPeak XV Partners
2021-03-30IPO
2021-02-01Series Unknown· $0.12M
2020-09-24Series Unknown· $2.85M
Leadership Team
Chih-Han Yu
CEO
Su Jiayong
CIO and co-founder
Recent News
2025-12-17
2025-12-15
Company data provided by crunchbase