Investment Officer

Consultancy Objectives - The Investment Officer is a consultant for the IAP programme who will support the PMU in advising grantee companies on preparing investment propositions for submission to specific investors. It is foreseen that the grantee companies will be seeking a mix of debt and equity investments of 500K – 3M. Specific experience with investors focused on that range is preferred.

The consultant will work closely with the IAP Multi-Country Programme Manager to agree on quarterly work-plans and deliverables. Detailed objectives would fall into the following categories:

• Training Sessions: Review the training developed by consultants who are asked to deliver training on financial literacy and investments for grantees covering topics including funder types, financing instruments and structures, the investment process, investor requirements, and pitching considerations.
• Grantee Development: Assist grantees in developing business plans and financial models, organise practice pitch sessions with detailed feedback, and oversee production of high-quality pitch materials for selected grantees.
• Matchmaking and Deal Support: Identify and introduce potential investors to investment-ready grantees, provide ongoing support including business plan refinement and financial modelling. Document and report on matchmaking efforts and outcomes. Attached 4 sample company profiles for reference.
• Stakeholder Engagement: Organise and participate in stakeholder learning events, both locally and internationally, to share insights and increase the visibility of the programme, its grantees, and their innovation. Maintain communication with key stakeholders to align learning efforts with key themes.
• Progress Reviews: Support regular progress reviews of IAP activities. Maintain proper documentation for all investment readiness activities, outcomes, and impact.
• Learning and Knowledge: Support the development of articles or briefs on the IAP or external website/platforms detailing insights and learnings from the program. Encourage and facilitate systemic change, sharing insights with relevant stakeholders.

Activity Details, Deliverables and timeline:

Again, the Consultant will work closely with the IAP Multi-Country Programme Manager and agree on quarterly work-plans and deliverables. The below details are provided to provide a preliminary guideline of the rhythm of activities.

Investment Ecosystems Touchpoints 

Maintain and build on the current IAP investor database

Deliverable-Quarterly update of investor database, including engagement completed

Timeline -Quarterly

Identify relevant investors for IAP R1, R2 and R3 grantees and maintain communications and relationship

Deliverable - Identify relevant investors for IAP R1, R2 and R3 grantees and maintain communications and relationship

Timeline -Continuous

Matchmaking and deal support (R1 and R2)

Continue targeted support to selected Round 1 and Round 2 grantees, (up to 3 companies) in developing business plans, financial models, pitch materials, investment processes, and connections to advisors (e.g. legal), with a specific focus on any weaknesses identified through prior work and/or investment readiness tool.

Continue targeted support to selected Round 1 and Round 2 grantees, (up to 3 companies) in developing business plans, financial models, pitch materials, investment processes, and connections to advisors (e.g. legal), with a specific focus on any weaknesses identified through prior work and/or investment readiness tool.

Make targeted introductions to investors for Round 1 and Round 2 grantees deemed investment-ready,

Prepare and implement exit plans with companies so that there are concrete next steps once IAP support is completed.

              Deliverable - Overview of activities and progress (Excel),

           Meeting minutes (Transcripts are accepted)

              Timeline -30 June 2026

Provide advisory inputs related to investor‑relevant due diligence and investment readiness (where needed) to ensure compliance with IAP administrative requirements (including M&E, application documents, stipulated workplans and due diligence, amongst others)

Deliverable - Contracts with grantees completed (including due diligence, application documents)

M&E completed by grantees

Timeline - 31 July 2026

Investment Readiness (R3)

Provide targeted support to Round 3 grantees (up to 5 companies) supporting them to develop pitch materials, investment readiness processes, and connections to advisors/consultants (e.g. legal), with a specific focus on any weaknesses identified through a prior evaluation of needs.

Provide light touch support to the rest of the grantees (including for example group training in investment readiness).

Make targeted introductions to investors for Round 3 grantees deemed investment-ready

Prepare and implement exit plans with companies so that there are concrete next steps once IAP support is completed.

Deliverables –

Overview of Investment Readiness needs (evaluation matrix)

Selection of companies for targeted support (up to 5)

Overview of activities and progress (Excel)

Pitch Decks

Meeting minutes (Transcripts are accepted)

Up to 3 strong introductions

Timeline-30 June 2027

General

Maintain proper filing of all investment readiness materials on IAP's Project SharePoint site.

Deliverables -Knowledge management filing system up to date

Timeline - Ongoing filing throughout program

Liaise closely with the IAP team to ensure efficient and timely coordination and communication (emails, meeting, etc).

Deliverables -Meetings with IAP team

Timeline- Ongoing

Support programme evaluations and the development of progress-report slide decks, annual narrative reports, and final narrative report.

Deliverables-Comprehensive semi-annual narrative reports, progress-report slide decks, annual narrative reports, and final narrative report detailing the impact of the programme.

Annual report: deadline 30 April 2026

            Timeline - Progress-report slide deck: deadline 30 August 2026, Final Reporting

Identify, attend and represent IAP in local events that can be leveraged for the investment readiness support with grantees and the programme overall 

Deliverable - BTOR

Timeline -Ongoing

Support the development of articles or briefs on the IAP or external website/platforms detailing insights and learnings from the program.

Deliverables - Learning efforts shared with stakeholders

Timeline- Ongoing