Solen Software Group

Role Description Solen is growing quickly and we are looking for a hands-on People Partner who is excited to help build the People infrastructure. This is a great role for someone who thrives in a startup-style environment, enjoys creating structure, and is comfortable moving between strategy and execution. You will play a key role in supporting People Operations, benefits, payroll and compliance across multiple entities and countries. Key Responsibilities - Help document, and improve People processes, policies, and workflows across Solen and its portfolio companies. - Support onboarding, offboarding, employee changes, and HRIS data management across multiple entities and locations. - Support benefits administration, including new hire enrollment, qualifying life events, open enrollment, and employee questions. - Partner with brokers, carriers, vendors, and internal teams to resolve benefits issues. - Support payroll operations across US, Canada, UK, Portugal, Brazil, and other locations as Solen grows. - Partner with payroll providers and EOR partners to ensure accurate and timely payroll processing. - Help maintain compliance with domestic and international employment, payroll, and benefits requirements. - Assist with payroll reporting, reconciliations, and year-end processes. - Prepare reports related to headcount, payroll, benefits, turnover, and other people metrics. - Support acquisition integration efforts from a people operations perspective. Qualifications - 3+ years of progressive HR experience, ideally with exposure to payroll, benefits, HR operations, and global people support. - Experience working in a fast-paced, high-growth, startup, private equity, software, or multi-entity environment preferred. - Comfort operating in ambiguity and building processes from the ground up. - Experience with HRIS, payroll, or global payroll platforms such as Deel, Rippling, TriNet, Gusto, Paychex, or similar systems. - Strong attention to detail and ability to manage confidential information with discretion. - Excellent organizational and project management skills, with the ability to balance competing priorities. - Collaborative, proactive, and solutions-oriented approach. - Bachelor's degree in Human Resources, Business Administration, or a related field preferred, or equivalent experience. Requirements - The expected salary for this position is: $80,000-$100,000 USD OTE. Salary is based on a number of factors including market conditions, location and may vary depending on job-related skills and experience. Benefits - This is an opportunity to make a meaningful impact in a growing company where the people function is still being built. - You will have the chance to help create processes, improve systems, support employees across multiple countries, and help shape how the People Operations team operates as Solen continues to scale. Solen-isms (How We Operate) - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. - Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems. - Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. - Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. - Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. - Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. - Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. - Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding. - Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility. - Candor: We communicate with integrity, transparency, and respect in all conversations. - Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.

Role Description This role sits at the center of the organization, working across multiple operating companies and directly with senior leadership to drive financial discipline, surface insights, and implement best practices. The ideal candidate thrives in a fast-paced, multi-entity environment and is equally comfortable building models, leading reviews, and translating data into actionable recommendations. Key Responsibilities - Portfolio Budgeting & Forecasting - Lead annual budgeting and rolling forecast processes across all operating companies. - Partner with business leaders to build bottom-up financial plans aligned with growth and profitability targets. - Standardize budgeting methodologies and assumptions across the portfolio. - Variance Analysis & Performance Management - Perform monthly variance analysis (actuals vs. budget/forecast) across all operating companies. - Identify key drivers of performance and flag risks and opportunities. - Deliver clear, actionable insights to management with recommendations. - Monthly Business Reviews (MBRs) - Own and run monthly business reviews for each portfolio company. - Develop standardized reporting packages and KPI dashboards. - Facilitate discussions with operating leaders to drive accountability and performance improvement. - Pricing & Revenue Optimization - Support implementation of value-based pricing strategies across portfolio companies. - Analyze pricing performance, elasticity, and customer segmentation. - Partner with commercial teams to optimize pricing, packaging, and discounting frameworks. - FP&A Playbooks & Best Practices - Establish and codify FP&A best practices across the organization. - Develop standardized playbooks for: - Budgeting & forecasting - KPI tracking - Financial reporting - Drive consistency and scalability across all operating companies. - Consolidated Insights & Reporting - Aggregate financial and operational data across the portfolio. - Deliver consolidated reporting and insights at the HoldCo level. - Support executive decision-making with clear, data-driven analysis. - Ad Hoc Analysis & Strategic Support - Support senior leadership with ad hoc financial analysis and special projects. - Build financial models to evaluate growth initiatives, cost optimization, and investment decisions. - Assist with board materials, investor reporting, and strategic planning. Qualifications - 5+ years of experience in FP&A, investment banking, private equity, consulting, or corporate finance. - Strong financial modeling and analytical skills (advanced Excel required). - Experience with budgeting, forecasting, and variance analysis. - Ability to synthesize complex data into clear insights and recommendations. - Strong business judgment and understanding of key financial and operating KPIs. - Excellent communication skills with the ability to interact with senior stakeholders. - Highly organized with the ability to manage multiple workstreams across different businesses. - Self-starter with a high degree of ownership and accountability. Preferred Qualifications - Experience in SaaS, software, or technology-enabled businesses. - Exposure to multi-entity or portfolio company environments. - Familiarity with pricing strategy or revenue optimization frameworks. - Experience building reporting frameworks or finance playbooks. What success looks like - Consistent, high-quality financial reporting and forecasting across all portfolio companies. - Clear visibility into performance drivers and actionable insights for leadership. - Standardized FP&A processes implemented across the platform. - Measurable improvements in pricing, margins, and overall financial performance. Solen-isms (How We Operate) - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. - Openly Self-Critical: Leaders go first: they surface their misses early, ask for direct feedback, and turn “game film” into better decisions and better systems. - Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative, leaders thrive on hard work and high failure tolerance. - Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. - Learn-it-alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. - Pioneering: Pioneering driven by opportunity, using first principles thinking and unbound by tradition or rules. - Will to Win: Leaders relentlessly pursue potential, reject mediocrity, and get what they tolerate. - Dialectical: We learn through conversation. We ask, listen, question, and evolve — valuing disagreement as a tool for alignment and deeper understanding. - Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility. - Candor: We communicate with integrity, transparency, and respect in all conversations. - Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems. Recruitment Disclaimer Solen Software Group will never request payment, banking information, or other sensitive personal or financial details during any stage of the recruitment process. All official communication will come from a verified @solensoftwaregroup.com email address. Any outreach outside these standards should be disregarded and reported through our official channels. We thank all applicants for their interest in joining Solen Software Group. Only candidates selected for an interview will be contacted.

• Prospect, qualify, and close new business opportunities within target markets. • Build and manage a healthy pipeline through outbound outreach, networking, referrals, and marketing collaboration. • Lead discovery conversations to understand customer needs around labor tracking, compliance, costing, workflow automation, and operational performance. • Partner with the Product and Services team to deliver tailored product demonstrations and articulate AutoTime’s value proposition to executive, operational, finance, and technical stakeholders. • Navigate multi-stakeholder sales cycles involving operations, finance, IT, compliance, and program management teams. • Prepare and present proposals, pricing, and business cases. • Collaborate closely with marketing, product, services, and leadership teams to ensure strong customer outcomes. • Maintain accurate forecasting and pipeline management in the CRM. • Track market trends, competitive activity, and customer feedback, and translate insights into actionable recommendations. • Help refine messaging, sales process, pricing strategy, and account planning practices as the business scales.

Technical Account Specialist Department: Customer Support | Location: Fully Remote | Type: Full-Time About FMSI FMSI is a fintech SaaS company purpose-built for banks and credit unions. Our products help financial institutions improve branch operations, reduce wait times, and deliver better experiences for their customers. We've been trusted by financial institutions across North America for over two decades, and we're growing. Role Overview We're looking for a Technical Account Specialist to join our Support team. In this role, you'll be the primary point of contact for FMSI customers experiencing technical issues with our platforms. You'll own the customer experience from first contact through resolution — triaging problems, troubleshooting directly, and coordinating with our engineering team when deeper fixes are needed. You'll also play a key role in ensuring customers feel heard, informed, and confident throughout the process. This is a great opportunity for someone early in their career who enjoys solving problems, communicating clearly with customers, and working in a fast-moving SaaS environment. You'll have a clear path to grow into a senior TAM or team lead role as FMSI scales. What You'll Do Customer Support & Troubleshooting - Serve as the Tier 1 and Tier 2 point of contact for inbound customer issues related to the FMSI platforms, including OneCX, Appointments, Lobby, Analytics, and Staff Scheduler - Triage, diagnose, and resolve technical issues through your own troubleshooting before escalating to engineering - Manage and maintain tickets in the ticketing system (Zoho Desk, YouTrack), ensuring accurate documentation, timely updates, and clean resolution notes - Conduct video calls with customers to walk through issues, provide status updates, and confirm resolution Customer Communication & Relationship Management - Keep customers proactively informed throughout the lifecycle of their support request — no one should have to chase you for an update - Follow up post-resolution to confirm customer satisfaction and close the loop on every ticket - Maintain accurate customer records and interaction history in the appropriate tools (Zoho Desk, YouTrack) - Build strong working relationships with accounts to support retention and satisfaction goals Engineering Collaboration - Clearly document and escalate bugs, platform issues, and feature gaps to the engineering team with sufficient technical detail to enable fast resolution - Track escalated issues through to resolution and communicate updates back to the customer throughout - Contribute to the internal knowledge base by documenting recurring issues, workarounds, and resolution steps Performance & Growth - Consistently meet or exceed team benchmarks for ticket resolution time and customer satisfaction (CSAT target: 95%+) - Contribute to customer retention by delivering a support experience that reinforces the value of the FMSI platform - Take on mentorship responsibilities as the team grows, supporting newer team members with onboarding and day-to-day guidance What You Bring Required - 1–2 years of experience in a technical support, account management, or customer success role at a SaaS company - Hands-on experience troubleshooting SaaS platform issues — you're comfortable digging into a problem before escalating - Strong written and verbal communication skills; you can explain technical concepts clearly to non-technical users - Experience working with a ticketing system and a CRM (Zoho and YouTrack) - Comfortable working fully remotely and managing your own time and workload effectively - A customer-first mindset — you genuinely care about solving problems and leaving customers better off than you found them Preferred - Experience supporting customers in the banking, credit union, or financial technology space - Familiarity with branch operations, workforce management, or appointment scheduling workflows - Prior exposure to working cross-functionally with an engineering or product team How We'll Measure Success In your first 6–12 months, you'll be tracking toward: - Ticket resolution time consistently at or below team benchmark - CSAT score of 95% or higher across your ticket volume - Measurable contribution to customer retention within your assigned accounts - Engineering escalations that are well-documented, accurate, and actionable — reducing back-and-forth Why FMSI - Purpose-built product with a clear market and a customer base that relies on us daily - Small, focused team where your contributions are visible and your growth is real - Fully remote with a culture built around accountability and results, not hours logged - A company in an active growth phase — the people joining now will shape what we become

• Identify, research, and target community banks and credit unions that fit FMSI's ideal customer profile (ICP) • Execute high-volume, high-quality outreach across cold calling, cold email, and LinkedIn to generate qualified pipeline • Build and manage multi-channel outreach sequences that balance volume with personalization • Maintain a disciplined follow-up cadence with prospects who aren't ready now • Set qualified discovery meetings for the Account Executive • Collaborate closely with the AE and leadership to align outreach strategy • Experiment with messaging, sequencing, and targeting until you find what works • Document what works and build the early foundation of a repeatable, scalable BDR playbook • Keep Zoho CRM meticulously up to date

Role Description We are seeking a strategic Chief Financial Officer to serve as a true capital markets and deal-making partner to our CEO, Alex Spencer. This is not a traditional operational CFO role — Solen already has a strong finance team led by our Group Head of Finance, Cassie Wang, that handles the day-to-day: accounting, FP&A, reporting, and operational finance. The CFO we are looking for is a seasoned capital markets and corporate development executive. You will sit at the center of how Solen grows: - Structuring and executing debt and equity raises - Leading negotiations - Driving capital allocation decisions across the portfolio - Managing investor and lender relationships - Supporting restructuring efforts when needed This is a high-trust, high-visibility role for someone who thrives at the intersection of strategy and execution — a dealmaker who is equally comfortable in a boardroom and at the negotiating table. Qualifications - A proven track record of raising capital — equity, debt, or both — in growth or acquisition-oriented environments. - Deep familiarity with capital markets and financing structures, including leveraged buyouts, revolving credit facilities, seller financing, earn-outs, and alternative/non-dilutive instruments. - Experience negotiating directly with lenders, investors, sellers, and counterparties — and a reputation for getting deals across the finish line. - A strong sense for capital allocation in a portfolio context: where to invest, when to return capital, and how to balance risk and return across multiple business units. - Comfort operating in a lean, fast-moving environment — scrappy and decisive, not reliant on large teams or heavyweight processes. - An ability to translate complex financial strategy into clear, compelling narratives for boards, investors, and partners. - Familiarity with software / SaaS business models and the metrics that matter (ARR, NRR, LTV/CAC, Rule of 40, etc.). Requirements - 10+ years of experience in investment banking, private equity, corporate development, or a capital markets-focused CFO role. - Demonstrated track record of successfully closing debt and/or equity financing transactions. - Strong M&A deal experience, including structuring, negotiation, and diligence. - Deep understanding of software / SaaS business models and recurring revenue dynamics. - Experience with portfolio company structures and managing financial oversight across multiple P&Ls. - Exceptional communicator — able to build credibility quickly with investors, lenders, boards, and operating teams. - Comfortable working in a lean environment without a large supporting team; resourceful and execution-oriented. - High integrity, sound judgment, and a long-term orientation that aligns with Solen's culture. Benefits - Direct impact: You will work side-by-side with the CEO on every major strategic and financial decision. - A real platform: Solen is backed by experienced software operators and investors with the capital and conviction to build something lasting. - Meaningful scope: A diversified portfolio across multiple software verticals, each with its own growth story. - Day 1 energy: The tools, processes, and relationships you build here will shape the company for years to come. - Long-term orientation: We are not optimizing for a near-term exit — we are building a durable, compounding business. Company Description Solen Software Group is an investment and operating company that acquires and operates proven software businesses with significant growth potential across a variety of vertical markets, enabling each to become a market leader in its niche. - Solen's portfolio spans Human Resource Technology, Fleet Telematics, Asset Management, E-Health, Document Management, and other innovative software solutions. - Solen is backed by a group of advisors and investors who have built software businesses of material scale (10–100M in ARR) and have advised many more. - We are at the beginning of a decades-long journey, and every decision we make reflects that long time horizon.

Role Description At Solen, it's Day 1 of a decades-long journey in Brazil. As Technical Lead for our Brazil Developer CoE, you will be the hands-on engineering leader who turns that vision into code, systems, and a high-performing team. You will architect and operate a shared engineering capability that modernizes legacy systems, scales our portfolio's development capacity, and sets the technical standards for how Solen builds software across its companies. You'll balance strategy and execution: owning the roadmap, writing code on high-impact work, and helping portfolio company teams ship reliably and at quality. What You'll Do - Technical Strategy & Architecture - Own and evolve the CoE technical roadmap, including stack standardization that creates the most leverage across Solen companies (for example C#, JavaScript/TypeScript, Python). - Lead architecture reviews, design patterns, and proof-of-concepts for cloud-native solutions on AWS/Azure/GCP, including containers, Kubernetes, and serverless. - Drive technical debt reduction and modernization programs (for example monolith-to-microservices migrations, API-first initiatives, AI/ML integration where it is genuinely accretive). - Engineering Operations & Delivery - Design and operate CI/CD pipelines (for example GitHub Actions) that support frequent, reliable deployments across multiple codebases. - Run a CoE “service catalog” for portfolio companies: code reviews, prototyping, performance optimization, security scanning, and developer tooling. - Implement and track engineering metrics (code churn, test coverage targets, vulnerability density) to create a transparent, data-driven view of delivery health. - Standards, Platforms & Enablement - Define and enforce coding standards, API guidelines (REST/GraphQL, OpenAPI), and security best practices. - Build and maintain shared assets: reusable libraries, Docker images, Helm charts, and internal developer platform components that make our engineers faster and safer by default. - Lead workshops and enablement sessions on topics such as event-driven architecture, reactive programming, observability, and GenAI-assisted development. - Team Leadership & Talent - Recruit, grow, and lead a 10-to-20-person engineering team in Brazil across full-stack, DevOps, AI, and platform engineering skill sets. - Lead by example: pair-program, perform high-quality code reviews, and own critical paths on key deliveries. - Foster a culture of blameless postmortems that share patterns and raise the bar. - Governance & Stakeholder Partnership - Partner closely with global architects, product leaders, and security teams to balance innovation with compliance and risk management. - Report technical KPIs and CoE impact to the Solen executive team via dashboards and concise documentation. - Optimize cost and capacity through smart resource allocation, re-use of shared components, and thoughtful use of open source and cloud-native services. Outcomes You Own - A high-performing Brazil CoE team of 15+ engineers delivering reliably for multiple Solen portfolio companies. - 10+ meaningful Solen/OpCo projects successfully delivered, with portfolio leaders viewing the CoE as their preferred partner for complex engineering work. - Clearly defined and repeatable CoE operating processes that can be replicated in other geographies. - A reputation as the trusted technical lead that portfolio companies seek out for architecture, modernization, and “hard” engineering problems. Qualifications - 10+ years in software engineering, with at least 5 years in senior/lead roles managing distributed or multi-team environments. - Deep experience with modern backend and frontend stacks (for example Java 17+/Spring Boot 3, Python 3.11+, React or Vue) and relational / NoSQL databases (PostgreSQL, MongoDB, Cassandra). - Hands-on experience with cloud platforms (AWS strongly preferred, Azure/GCP welcome), containers (Docker, Kubernetes), and DevOps automation. - Proven track record in performance tuning, distributed systems, observability, and running production systems at meaningful scale. Leadership & Domain - Demonstrated success building or scaling engineering centers, ideally in Brazil/LATAM, for B2B or enterprise software businesses. - Strong grounding in Agile and DevOps at scale; certifications such as AWS Solutions Architect are a plus but not required. - Experience partnering with non-technical stakeholders (Founders, General Managers, Product) and translating business constraints into pragmatic technical decisions. Communication & Mindset - Fluent in Portuguese and English, with the ability to influence and align across a matrixed, global organization. - Data-driven and experimental, using metrics, retrospectives, and structured experiments to drive continuous improvement. - A champion of AI in software development, with hands-on experience leading AI-related projects or integrating AI into developer workflows considered a plus. How We Work We are a performance-oriented, learning-driven organization. We prioritize ownership, long-term thinking, and doing the hard, important work that compounds value over many years. We communicate with integrity, transparency, and respect in all conversations and seek out colleagues who are driven, curious, and committed to building something enduring. Inclusion & Hiring Practices We thank all applicants for their interest; only those selected for an interview will be contacted. Solen Software Group will never request payment, banking information, or other sensitive personal or financial details at any stage of the recruitment process, and all official communication will come from a verified @solensoftware.com email address. Solen Software Group is an equal opportunity employer committed to creating an inclusive, welcoming environment for all team members, and all qualified applicants will receive consideration for employment without regard to any legally protected characteristic. Our Solen-isms - Will to Win: Leaders pursue full potential and refuse mediocrity. They care deeply, keep score, and raise standards because what you tolerate is what you get. - Candor: We communicate with integrity, transparency, and respect in all conversations. - Frugality: Achieving more with less, focusing on quality, long-term value, and company-wide responsibility. - Pioneering: Leaders chase opportunity, not precedent. They think from first principles, challenge convention, and act without waiting for permission or perfect conditions. - Mutual Elevation: Committed to growth, elevating teams, developing future leaders, and removing barriers to mastery and joy. - Learn-It-Alls: Learn-it-alls, not know-it-alls, embracing failure as part of growth and progress. - Figureitoutiveness: Embracing challenges, fostering growth, and taking initiative. Leaders thrive on hard work and high failure tolerance. - Openly Self-Critical: “Rub your nose in your own mistakes.” – Charlie Munger. Leaders go first: they surface their misses early, ask for direct feedback, and turn game film into better decisions and better systems. - Ownership Mindset: We own the mission. We don't wait to be told. We lead, fix, and build as if it were ours. When problems arise, we run toward them, not away. - Dialectical: We pursue truth through structured disagreement. We test ideas from multiple angles, integrate the strongest points, and leave with clearer decisions. - Benchmark to Best: We seek out excellence. We measure ourselves against the best and adapt quickly, always looking for the edge that moves us forward. - Disagree & Commit: Leaders disagree openly and constructively, regardless of title or tenure, because truth is how we avoid bureaucracy and benchmark to best. - Kaizen: Kaizen is continuous improvement as a way of life. Leaders make hundreds of small upgrades that compound, turning lessons into standards and standards into durable systems.

Job Title: Head of M&A Company: Solen Software Group Reports to : CEO Employment Type : Full-time About Solen Software Group : Solen Software Group is an evergreen holding company that acquires and operates proven software businesses that have significant growth potential in a variety of vertical markets, enabling them to be market leaders in their niche industry. Solen owns several software companies in various market spaces: Human Resource Technology, Fleet Telematics, Asset Management,  E-Health, Document Management, and other innovative software solutions in a variety of industries. Solen is backed by a group of advisors and investors that have built software businesses of material scale (10-100M in ARR) and advised many. About the role: This is a crucial role on the Solen team–managing the mission-critical aspect of the business: M&A. Solen has built a highly productive sourcing engine - you will be a critical part of helping Solen enter our next phase of growth as an elite, professionalized holding company. You will be involved in aspects of the entire deal lifecycle, from thesis development to post-close support of operating companies, with specific responsibility for transaction underwriting and closing. You will be the key point of contact for business owners, brokers, and third parties, managing all aspects of the underwriting, due diligence, deal negotiations, and deal execution. The role will report directly to Alex Spencer, the company’s CEO, and will work closely with our sourcing team led by Mason Bledsoe. The scope of this role expands well beyond the tactical aspects of underwriting and diligence. You will be a strategic partner for the future of Solen’s strategy. The successful candidate will work from one of Solen's offices. Key Responsibilities: M&A Strategy & Sourcing Support Develop Solen’s overall M&A strategy Work collaboratively with Solen’s sourcing team to identify, map and perform outreach to attractive markets Develop expertise and credibility with founders in target verticals Work collaboratively with the sourcing team to develop and achieve ambitious KPIs Deal Underwriting Meet with founders and quickly understand the fundamentals of their business Collect needed information (both from the company and other sources) to prepare a thoughtful and appropriately detailed financial model to determine an appropriate valuation and structure Develop, negotiate and execute LOIs Due Diligence Create a diligence plan and drive the end-to-end due diligence process Create elite diligence supporting materials (deal decks, models, etc) Be laser focused on the key questions (80/20) without losing sight of the details Doggedly find opportunities to get a 360 view of the company through conversations with management, customers, competitors, industry experts, and whomever else we need to speak with to gain conviction Get all necessary company financial and operational information to deeply understand how the business works, what the key levers for growth are and assess trends and opportunities Work collaboratively with third parties for key aspects of the diligence (e.g., QoE, technology, insurance, legal, etc.) and manage their work Deal Execution Oversee the drafting and the negotiation of the purchase agreement, working closely with Legal Work with other third-parties to ensure a smooth deal execution process Identify and secure the most favorable debt financing terms available by working and negotiating with a broad range of lenders Develop and negotiate employment agreements for management and any key employees, including launching executive searches for any key hires Work collaboratively with management to develop a post-transaction business plan Post-Transaction Support Work collaboratively as needed with the CEO, Operating Partners, and company management team to support the businesses success Key requirements

• Create and update schematic and geographic drawings for mission-critical utility systems • Ensure visual outputs are clean, accurate, and aligned with customer requirements • Translate technical requirements into clear, effective visualizations • Write, review, and edit technical documentation and supporting graphics • Provide design feedback to product and engineering teams to improve visualization usability, consistency, and operator experience • Contribute input on layout, visual hierarchy, and interaction patterns to support effective decision-making in operational environments • Track labor activity and support internal reporting • Communicate directly with customers in a professional, clear manner