The role involves cultivating relationships with accredited investors, family offices, and private equity professionals to present investment opportunities. You will be responsible for managing investor communications, maintaining CRM activity, and generating qualified investor conversations.
You will be responsible for cultivating relationships with private equity firms, accredited investors, and family offices to present investment opportunities and close deals. The role involves proactive networking, managing investor communications, and maintaining a qualified pipeline through CRM activity.
You will leverage your existing network to secure warm introductions to potential investors and book qualified conversations. Additionally, you will nurture these relationships through the investment process and maintain active pipeline tracking.
You will leverage your professional network to identify and qualify accredited investors for capital formation. This involves booking meetings, nurturing relationships, and managing the end-to-end deal flow process.
Build, maintain, and connect email, voice, SMS, and LinkedIn outbound workflows, while monitoring performance and quickly resolving deliverability, integration, and routing issues. Run channel and messaging experiments, improve funnel speed and reliability, and proactively identify opportunities to strengthen the GTM system.
You will own end-to-end product initiatives, from defining requirements and UX to building and launching features using AI-assisted workflows. You will act as a technical product owner, decomposing complex tasks into actionable tickets and maintaining high engineering standards.
