Company: BlueOak Ventures

Department: Client Operations / Fundraising Support

Job Type: Full-Time

Location: Ahmedabad / Hybrid

Experience: 0–3 Years

Employment Type: Full-Time

About BlueOak Ventures

BlueOak Ventures is a startup fundraising and business growth advisory firm working with early-stage startups, founders, and businesses across India. We support clients with investor readiness, pitch decks, fundraising documentation, government grants, funding applications, business strategy, and investor outreach.

We are looking for a highly organized and detail-oriented Client Documentation & Pitch Deck Executive who can manage client documentation, prepare and maintain professional pitch decks, complete online funding/grant applications, and coordinate with internal teams to ensure every client requirement is completed accurately and on time.

Role Overview The selected candidate will be responsible for managing the execution and documentation side of client projects.

The role requires someone who is comfortable working with documents, presentations, online portals, forms, spreadsheets, and client information. The candidate should have a strong eye for detail and be capable of converting raw information provided by founders into professionally structured documents and investor-ready presentations.

This is a hands-on execution role with significant responsibility for ensuring that client deliverables are accurate, complete, professional, and submitted within deadlines.

Key Responsibilities1. Client Documentation Management

- Collect, organize, verify, and maintain client documents.
- Prepare client documentation based on internal checklists and requirements.
- Review documents for missing information, inconsistencies, formatting issues, and basic errors.
- Maintain organized digital folders for each client.
- Maintain client-wise documentation trackers and status sheets.
- Follow up internally or with clients for pending documents and information.
- Ensure confidential client information is handled appropriately.
- Maintain proper version control of documents and presentations.
- Prepare documents in professional formats such as Word, PDF, Excel, and Google Docs/Sheets.

1. Pitch Deck Design & Development

- Create and edit professional investor pitch decks for startup clients.
- Convert founder-provided information into clear and structured presentation content.
- Work on pitch decks covering areas such as:
- Problem & Solution
- Product / Service
- Market Opportunity
- Business Model
- Traction
- Competitive Landscape
- Go-To-Market Strategy
- Financials
- Fundraising Ask
- Use of Funds
- Team
- Design and format presentations using Canva and/or PowerPoint.
- Maintain consistency in fonts, layouts, branding, charts, icons, tables, and visual hierarchy.
- Improve existing pitch decks based on feedback from senior team members.
- Create different versions of decks when required for investors, grants, funding programs, or other stakeholders.
- Ensure pitch decks are visually professional and easy for investors to understand.
- Coordinate with the strategy/fundraising team to incorporate business and financial information accurately.





1. Online Application & Submission

- Complete online applications for government schemes, grants, accelerators, funding programs, startup programs, and other relevant opportunities.
- Research application requirements and eligibility criteria.
- Enter client information accurately into online portals and application forms.
- Upload required documents in the correct format and size.
- Track application status and submission deadlines.
- Maintain a centralized application tracker.
- Take screenshots/download acknowledgement receipts after successful submissions where applicable.
- Follow up on incomplete, rejected, or clarification-required applications.
- Ensure no application is submitted with missing or inaccurate information.
- Maintain records of application IDs, submission dates, portal details, and status.

1. Client Coordination

- Coordinate with clients to collect required documents, data, financial information, company details, and other inputs.
- Send professional follow-up messages for pending information.
- Clarify basic documentation requirements with clients.
- Coordinate with the senior team when additional information or clarification is required.
- Keep clients updated regarding documentation and application progress when instructed.
- Maintain professional communication through email, WhatsApp, Google Meet, and other approved communication channels.

1. Internal Coordination

- Coordinate with the fundraising, sales, research, and management teams.
- Understand the specific deliverables promised to each client.
- Maintain task trackers and deadlines.
- Ensure assigned work is completed within agreed timelines.
- Escalate missing information, technical issues, or application-related problems to the appropriate senior team member.
- Participate in internal review processes before documents or applications are finalized.

1. Research & Data Collection

- Conduct basic online research related to:
- Government grants
- Startup schemes
- Funding programs
- Accelerators
- Incubators
- Business opportunities
- Industry information
- Collect relevant information required for client applications and pitch decks.
- Verify basic information through reliable sources before including it in client documents.
- Maintain a database of frequently used application requirements and resources.

Required SkillsTechnical Skills
- Strong knowledge of MS Office / Google Workspace.
- Good knowledge of Canva and/or PowerPoint.
- Ability to create professional presentations.
- Good Excel/Google Sheets skills.
- Comfortable working with online application portals.
- Good internet research skills.
- Ability to work with PDFs, Word documents, Excel files, presentations, and online forms.
- Basic understanding of startup terminology is preferred.





Professional Skills
- Excellent attention to detail.
- Strong organizational and documentation skills.
- Good written and verbal communication.
- Ability to manage multiple client projects simultaneously.
- Strong follow-up skills.
- Ability to work with deadlines.
- Problem-solving mindset.
- Ability to understand instructions and execute independently.
- Willingness to learn startup, fundraising, grants, and investment-related processes.
- High level of responsibility and ownership.

Preferred Qualifications
- Bachelor's degree in Business Administration, Commerce, Finance, Management, Marketing, or a related field.
- 1–3 years of experience in back-office operations, client servicing, documentation, business operations, consulting, startup operations, or a similar role.
- Experience working with startup documentation, grant applications, funding applications, or pitch decks will be an advantage.
- Candidates with strong Canva/PowerPoint skills and excellent documentation abilities are encouraged to apply.

Key Performance Indicators (KPIs) The candidate will be evaluated on:
- Accuracy and completeness of client documentation.
- Quality and professionalism of pitch decks.
- Timely completion of client deliverables.
- Number and quality of applications successfully completed/submitted.
- Accuracy of online application entries.
- Proper maintenance of client records and trackers.
- Timely follow-up on pending documents.
- Ability to manage multiple assignments without missing deadlines.
- Quality of internal coordination and communication.
- Reduction in errors, rework, and missed requirements.

Ideal Candidate We are looking for someone who is:

Organized + Detail-Oriented + Creative + Tech-Savvy + Responsible The ideal candidate should enjoy working with documents and presentations but should also be comfortable with repetitive operational tasks, online portals, research, follow-ups, and deadlines.

Someone who can take a task such as:

“Here is the client's information — prepare the documents, create the pitch deck, complete the application, submit it, and update the tracker.”

…and independently manage the process from start to finish will be a robust fit for this position.

What You Will Learn

Working with BlueOak Ventures will provide exposure to:

- Startup fundraising
- Investor readiness
- Pitch deck preparation
- Government grants and funding schemes
- Startup applications
- Business documentation
- Financial and business information
- Investor communication
- Startup ecosystem
- Client management
- Fundraising operations

Compensation Salary: ₹10,000 – ₹30,000 per month, depending on experience and skill set.

Additional: Performance-based incentives may be provided based on company policy and role performance.

How to Apply

Interested candidates can share their CV/Resume along with examples of previous pitch decks, Canva designs, presentations, documentation work, or relevant projects.

Subject: Application – Client Documentation & Pitch Deck Executive

Pay: ₹10,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Client Operations / Fundraising Support (Ahmedabad)
🏢 BlueOak Ventures
📍 Ahmedabad