Business Development Representative - Private Equity/Private Credit
About the job
- BDR or sales experience in a fast-paced, outbound-heavy environment; experience in technology, software as a service, fintech, or artificial intelligence is preferred.
- Domain knowledge in private credit, private equity, or commercial banking, through direct experience or deep exposure.
- Ability to work hard, thrive in ambiguity, move quickly, maintain a positive attitude, and work independently.
- Strong written and verbal communication skills, including crafting concise outbound messages and handling sales calls.
- Fluency with customer relationship management tools such as Salesforce or HubSpot, sales engagement platforms such as Outreach or Apollo, and LinkedIn Sales Navigator.
- Ability to qualify prospects rigorously and think commercially about the sales funnel.
- Must be based in New York City.
- Rapidly respond to and qualify inbound interest from general partners, lenders, and private-market deal teams.
- Partner with Mid-Market and Enterprise Account Executives to design and execute outbound sequences targeting high-value accounts.
- Set qualified meetings and create pipeline.
- Collaborate with Account Executives and Marketing to refine messaging, tailor outreach, and build decks and one-pagers.
- Keep the pipeline accurate and up to date in HubSpot or Salesforce.
- Develop fluency in private-markets workflows and the company's artificial-intelligence offering.
- Help refine the business development representative playbook, report on conversion metrics, and suggest improvements across the sales funnel.
- Experience selling to finance personas such as chief financial officers and deal professionals.
- Background in investment banking, private credit, private equity, or fund services.
- Interest in artificial intelligence, automation, and enterprise software.
About the company
F2 AI provides an AI platform for private market investors to speed up financial diligence, underwriting, and portfolio monitoring. It converts unstructured data from data rooms (PDFs, Excel files, PowerPoint decks) into structured, audit-ready insights using an LLM-agnostic agentic model that supports customizable finance workflows. Its distinguishing factors include an agentic, language-model-agnostic approach tailored to private-market workflows and its origin from Arc Technologies’ debt-placements automation, enabling end-to-end diligence and monitoring for private credit funds, banks, and private equity firms. The company’s goal is to scale platform capabilities, grow the engineering team, and expand enterprise sales and customer success to widen adoption across institutional finance teams.
Company Size
11-50
Company Stage
Debt Financing
Total Funding
$29.1M
Headquarters
New York City, New York
Founded
2025
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Simplify's Take
What believers are saying
- F2 reported 60x ARR growth and 7x monthly usage growth by February 2026.
- HighlandX led June 2026 financing; total equity reached $24 million.
- Golub’s deployment validates F2 across a $90 billion private credit manager.
What critics are saying
- Datasite-owned BlueFlame and Chronograph attack F2’s diligence and monitoring territory.
- Enterprise procurement slows if F2’s source-linked outputs fail investment committee scrutiny.
- A bad audit failure would kill renewals and freeze adoption across the credit market.
What makes F2 AI unique
- Excel-native Audit Mode traces every number to source files and cells.
- Golub Capital invested $5 million on September 28, 2026, and uses F2 internally.
- F2 unifies screening, underwriting, and monitoring for private credit workflows.
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Benefits
- Unlimited Paid Time Off
- Hybrid Work Options
- Health Insurance
- Dental Insurance
- Vision Insurance
- Remote Work Options
- Paid Vacation
- Flexible Work Hours
- Wellness Program
- Mental Health Support
- Stock Options
- Company Equity