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Compute Deals

Fal - San Francisco, CA, USA - In-office - posted 2026-10-15

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Salary: USD 230,000 - 270,000 / annual

Fal is a generative media infrastructure platform that powers AI products at scale. The company provides high-performance inference, orchestration, and observability tools for developers and enterprises building AI-native applications. You will own the financial and commercial strategy for fal's largest compute capacity deals, typically $100M+ agreements with neoclouds and OEMs. This is a core business development role focused on deal economics, negotiation, and pipeline management. Key responsibilities: - Lead comprehensive financial and commercial diligence on major compute deals: build detailed financial models, stress-test assumptions, and assess counterparty delivery capability. - Own unit economics for fal's compute commitments, including cost per GPU-hour, utilization assumptions, commitment structures, and margin/cash impact analysis. - Lead negotiations on $100M+ capacity agreements covering price, term, commitments, deposits, payment timing, SLAs, and remedies. Partner with legal through contract signature. - Source and manage new deals alongside the sourcing team, maintaining visibility into pipeline and cost projections. - Track market pricing by GPU generation, region, and contract term to benchmark every deal against market rates. - Provide clear recommendations to leadership and coordinate with Finance and fleet operations on commitment decisions. Requirements: - Bachelor's degree in finance, economics, business, engineering, or related quantitative field. - 5+ years of experience in investment banking, private equity, infrastructure investing, or project finance. - Expert-level financial modeling: ability to build models from scratch and conduct rigorous stress-testing. - Demonstrated experience executing or negotiating large transactions. - Strong communication skills with both technical and non-technical audiences. - Nice-to-haves: data center, energy, compute, or infrastructure deal experience; exposure to neoclouds, hyperscalers, GPU OEMs, or colocation providers; prior corporate or startup finance/BizOps experience after banking or PE.

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