MBB Consulting to Growth Stage Investing Offer - Confused!

I'm a BA/associate consultant equivalent at MBB (~1 year into the job) and have an offer to join the growth investment team (~$30 Mn cheque sizes) of a tier 1 fund (think Accel/Bessemer/A16Z). The role is a 2 year pre-MBA role (very little chance of conversion to a track role) and previous analysts have secured admits at HBS, GSB. 

I'm confused about the decision for the following reasons: 

1. Deal experience: The fund I'm considering has made only 1-2 new investments over the last year, and have not been bullish on growth stage investments. There is a high likelihood I only get to see a single deal or no deal during my tenure. I'd like to understand how this will impact:

- Exits to other VCs (will they prefer someone with more deal experience?)
- Learning (will it be limited to sector research and theses, but no live deals?)

2. Alternate exits: My understanding is that I don't have a strong candidature to move to PE from consulting. 3 tier-1 funds have so far not shortlisted me. Would it be a better option to move to a tier-2 PE fund and work my way up from there? This option would guarantee deal experience and learning, with key trade-offs being comp, and MBA exits (should I decide to pursue an MBA)

If yes, is it wise to reject the current offer, and/or continue interviewing with other funds?

Further context: 
I'm unclear about my MBA goals at the moment, and am considering the decision assuming that I will not pursue an MBA. My primary motive for this move is to understand if investing is the long-term career for me, and to learn investing from some of the best in the industry. 

I am to pursue one of the following post my VC role: 

- Exit to another Tier 1 fund in the same industry (or possibly move upstream to larger ticket sizes. A full-fledged PE exit is not possible from what I understand, but there are funds that deploy capital from early stage to late stage)
- CEO's office or another strategy role in a Series B+ startup or a larger corporate/technology company
- Return to MBB (the partners have liked me and have told me this is possible)
- Stay in the same fund if a track role materialises

Would appreciate any inputs on both of the above questions, and in how I should be thinking about such a move. Thanks in advance! 

4 Comments
 

Based on the most helpful WSO content, here are some insights to help you navigate your decision:

Deal Experience and Impact on Exits:

  1. Exits to Other VCs:
    • Preference for Deal Experience: Other VCs typically prefer candidates with substantial deal experience. If the fund you're considering has only made 1-2 new investments over the last year, this could limit your exposure and experience, potentially making it harder to transition to another VC.
    • Learning Opportunities: Limited deal flow might restrict your learning to sector research and investment theses, without the hands-on experience of live deals. This could impact your overall growth and attractiveness to future employers in the VC space.

Alternate Exits:

  1. Moving to a Tier-2 PE Fund:
    • Guaranteed Deal Experience: A tier-2 PE fund might offer more consistent deal experience and learning opportunities. This could be beneficial if you aim to build a strong foundation in deal-making.
    • Trade-offs: The key trade-offs include potentially lower compensation and possibly fewer MBA exits. However, if your primary goal is to gain deal experience and learn investing, this might be a worthwhile compromise.

Considering the Current Offer:

  • Rejecting the Current Offer: If deal experience is crucial for your long-term goals, it might be wise to continue interviewing with other funds that can provide more robust deal flow and learning opportunities.
  • Interviewing with Other Funds: Keep your options open and continue exploring opportunities that align better with your career aspirations and provide the necessary experience.

Post-VC Role Considerations:

  • Exiting to Another Tier 1 Fund: Transitioning to another Tier 1 fund or moving upstream to larger ticket sizes could be challenging without substantial deal experience.
  • CEO's Office or Strategy Role: These roles in a Series B+ startup or larger corporate/technology company could be viable options, leveraging your consulting background and any strategic insights gained during your VC stint.
  • Returning to MBB: Given that the partners have expressed interest in having you back, this remains a solid fallback option.
  • Staying in the Same Fund: If a track role materializes, staying in the same fund could be beneficial, but this seems uncertain based on your current understanding.

Final Thoughts:

  • MBA Considerations: Since you're unclear about pursuing an MBA, focus on roles that provide the best learning and growth opportunities in the short term. This will keep your options open for future decisions.
  • Long-term Career in Investing: If your primary motive is to determine if investing is the right long-term career for you, prioritize roles that offer comprehensive exposure to the investment process.

By weighing these factors, you can make a more informed decision that aligns with your career goals and aspirations.

Sources: [Experience] Road to PE - Investment Analyst in a MegaFund, Doing a second pre-mba Associate stint at a larger PE firm, Moving Upstream in PE, A Tale of 3 Offers: What should I consider?, Would you leave in this situation?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful

Dude you have the dream offer at any of those three firms. I personally would do it 100%, life is too short not to. You'll look at the most interesting deals in the world with a semblance of WLB and then walk into a top MBA. Don't think for a second you'd be better off at a T2 PE shop.

 

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