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Strategic Compute Investments

Baseten - San Francisco, CA, United States - In-office - posted 2026-10-23

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Baseten powers mission-critical inference for leading AI companies including Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma, and Writer. The company recently raised $1.5B in Series F funding led by Altimeter Capital, Conviction Partners, and Spark Capital. Compute is one of the most capital-intensive and strategically important functions at Baseten. Every inference request runs on capacity that has been sourced, contracted, and financed. The deals behind that capacity are growing in size and complexity. As a member of the Strategic Compute Investments team, you will work on some of the largest and most complex compute investments. Working directly with the Head of Supply, Finance, and company leadership, you will structure, model, diligence, and help negotiate large compute, data center, and infrastructure transactions that determine how fast and profitably Baseten can grow. Key responsibilities include: - Owning the analytical and structuring work behind major supply transactions, including multi-year capacity commitments, data center and powered land opportunities, and strategic partnerships - Building financial models that underwrite each deal, from unit economics and total cost of ownership through return, risk, and scenario analysis, and turning them into clear recommendations for leadership - Designing deal structures that balance cost, flexibility, and risk, including commitment terms, payment timing, prepayments, and financing options - Leading diligence on counterparties and opportunities, coordinating across Finance, Legal, Engineering, and external advisors - Tracking market pricing, capital flows, and financing trends across the compute and infrastructure landscape to inform strategy REQUIREMENTS: - 7-10 years of experience in investment banking, private equity, infrastructure or real estate investing, venture or growth investing, management consulting, or comparable corporate finance or corporate development role - Hands-on experience structuring, modeling, and executing complex transactions from first look through close - Exceptional financial modeling and analytical skills, with the judgment to turn analysis into clear recommendations - Strong communication skills and comfort working directly with senior leadership and external counterparties - High ownership and comfort with ambiguity; desire to build processes rather than inherit them - Genuine interest in AI infrastructure and the economics of compute NICE TO HAVE: - Experience investing in or financing digital infrastructure, data centers, power, or energy - Exposure to compute, cloud, or GPU markets, including capacity contracts or infrastructure financing - Prior experience moving from a finance or investing seat into an operating role at a high-growth company

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