FinStrat Management, Inc.

Sales

• We are seeking an experienced Institutional Sales professional to help drive our fundraising efforts and strengthen our relationships with the broader investment community.
• Leverage your existing network to identify, cultivate, and expand relationships with VCs, family offices, and strategic investors.
• Support fundraising campaigns, roadshows, and one-on-one investor meetings.
• Craft and deliver compelling presentations, pitch decks, and financial updates.
• Own and manage the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A.
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.
• Draft quarterly updates, investor letters, and ad hoc communications.
• Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.
• Advise the leadership team on investor expectations and fundraising best practices.

Institutional Sales

• Leverage your existing network to identify, cultivate, and expand relationships with VCs, family offices, and strategic investors.
• Support fundraising campaigns, roadshows, and one-on-one investor meetings.
• Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory.
• Own and manage the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A.
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.
• Anticipate investor questions and proactively address information gaps.
• Serve as a key point of contact for current and prospective investors; draft quarterly updates, investor letters, and ad hoc communications.
• Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.
• Advise the leadership team on investor expectations and fundraising best practices and continuously refine our narrative.

Institutional Sales Manager

Manager

• Drive fundraising and investor engagement, leveraging VC, family office, and strategic investor networks
• Support fundraising campaigns, roadshows, and one-on-one investor meetings
• Craft and deliver presentations, pitch decks, and financial updates
• Own and manage investor due diligence, data room preparation, and financial documentation
• Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of investor materials
• Draft quarterly updates, investor letters, and ad hoc communications
• Monitor industry trends, competitor activity, and investor sentiment; advise leadership and refine company narrative

Institutional Sales

Institutional Sales Manager

Investor Relations Manager