Fundraising & Capital Raising: Lead the preparation of pitch decks, integrated financial models, and investor materials for equity, debt, or hybrid raises; proactively manage investor pipelines, target lists (VCs, family offices, institutions), and fundraising processes.
Strategic Capital Structure & Financing: Contribute to analyses and recommendations on optimizing capital structure (debt/equity mix, cost of capital), capital allocation priorities, financing alternatives, and balance sheet strategy; support valuation exercises and scenario modeling to inform long-term financial decisions.
Investor Communications & Relationship Management: Independently draft and refine investor updates, quarterly letters, presentations, earnings materials, and responses to inquiries; maintain CRM systems and build/maintain strong investor relationships, including direct interactions with our high-caliber backers.
Financial Modelling & Analysis: Lead the development and maintenance of advanced 3-statement financial models (fully integrated P&L, balance sheet, and cash flow forecasts); perform detailed scenario/sensitivity analysis, support valuation (DCF, comparables), and ensure FP&A forecasts are accurately reflected in investor and strategic deliverables.
Market & Competitive Research: Track industry trends, peer benchmarks, and investor sentiment; prepare data-driven briefings and strategic recommendations for the C-Suite.
C-Suite Collaboration: Work hand-in-hand with the CEO and CFO on executive presentations, board materials, and strategic finance projects; gain direct exposure to top-level decision-making and contribute insights that shape company direction.
Team Collaboration: Partner closely with the FP&A team to ensure accurate, timely inputs for investor materials; provide ad-hoc analytical support on strategic projects.