Fundraising Management / Investor Management

Outreach to potential funders for various fundraising rounds

Research of various funding & compilation of findings

Pitch presentation creation & delivery

Fundraising event management

Followup from investor meetings

Document management - works with fund manager to get documents delivered & completed by stakeholders

Works within Carta and other equity & stakeholder management platforms. Compiles and inputs cap tables, LP agreements, share certificates, etc.

Works within Monday, Asana and other project management platforms to track fundraise

Works directly with accountants, finance, legal counsel, compliance and other executive leaders and vendors